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Henssler Money Talks — December 7, 2024

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Manage episode 454337314 series 12842
Content provided by Henssler Financial. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Henssler Financial or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Henssler Money Talks — December 7, 2024
Season 38, Episode 49

This week on "Money Talks," Director of Research Nick Antonucci, CVA, CEPA, is joined by Managing Associates Jarrett McKenzie, CFP®, CWS®, and K.C. Smith, CFP®, CEPA, to discuss the breadth of market performance and the ISM Manufacturing and Nonmanufacturing indices. The financial experts explored the topic of sequence risk and the long-term effects of retiring in a down market. Jarrett and K.C. unpacked how the Henssler Ten Year Rule nearly eliminates this risk. The show hosts wrap up the hour with a listener’s question on substantiating qualified charitable distributions.

Timestamps and Chapters

  • 00:00: Market Roundup: Dec. 2 — Dec. 6, 2024
  • 23:42: Case Study: Sequence Risk
  • 42:48: Q&A Time: Qualified Charitable Distributions

Follow Henssler:

“Money Talks” is brought to you by Henssler Financial.
Sign up for the Money Talks Newsletter: https://www.henssler.com/newsletters/

  continue reading

Chapters

1. Market Roundup: Dec. 2 — Dec. 6, 2024 (00:00:00)

2. Case Study: Sequence Risk (00:23:42)

3. Q&A Time: Qualified Charitable Distributions (00:42:48)

413 episodes

Artwork
iconShare
 
Manage episode 454337314 series 12842
Content provided by Henssler Financial. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Henssler Financial or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Henssler Money Talks — December 7, 2024
Season 38, Episode 49

This week on "Money Talks," Director of Research Nick Antonucci, CVA, CEPA, is joined by Managing Associates Jarrett McKenzie, CFP®, CWS®, and K.C. Smith, CFP®, CEPA, to discuss the breadth of market performance and the ISM Manufacturing and Nonmanufacturing indices. The financial experts explored the topic of sequence risk and the long-term effects of retiring in a down market. Jarrett and K.C. unpacked how the Henssler Ten Year Rule nearly eliminates this risk. The show hosts wrap up the hour with a listener’s question on substantiating qualified charitable distributions.

Timestamps and Chapters

  • 00:00: Market Roundup: Dec. 2 — Dec. 6, 2024
  • 23:42: Case Study: Sequence Risk
  • 42:48: Q&A Time: Qualified Charitable Distributions

Follow Henssler:

“Money Talks” is brought to you by Henssler Financial.
Sign up for the Money Talks Newsletter: https://www.henssler.com/newsletters/

  continue reading

Chapters

1. Market Roundup: Dec. 2 — Dec. 6, 2024 (00:00:00)

2. Case Study: Sequence Risk (00:23:42)

3. Q&A Time: Qualified Charitable Distributions (00:42:48)

413 episodes

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