Tax Consultants from Henssler CPAs & Advisers join the show, taking a deep dive into the tax platforms of Democratic nominee Biden and incumbent Trump for the presidential election.
The “Money Talks” financial experts team up to discuss the difference between growth and value strategies and why an investor shouldn’t switch strategies mid-cycle.
The “Money Talks,” financial experts team up to discuss the importance of establishing a sell strategy using a case study of a couple who frequently call their adviser asking if it is time to sell.
The “Money Talks” financial experts delve into a case study of a couple looking to create more liquidity in their plan to delay tapping their retirement funds. Refinancing their home might just do the trick.
The “Money Talks” experts take a look at a unique situation where an investor is considering modifying his substantially equal periodic payment plan. They look at the rules behind the only allowed change and why he may not want to make the modification.
The financial Experts look at a common client situation where each spouse has different dreams about what retirement looks like. They discuss how important it is to have the retirement discussion early on when you’re in the saving phase.
The “Money Talks” experts take an in-depth look at the changes that have been happening in the long-term care insurance market.
The “Money Talks” financial experts discuss a unique opportunity that 2020 brings—the ability to roll what would have been a 2020 RMD into a Roth IRA. They also cover the nuances of this move as well as why it may be beneficial to some investors.
The Henssler Research Analysts explore portfolio construction and how paying attention to the fundamentals—a variety of factors that we believe influence a stock’s performance—can help your portfolio over the long term.
Many investors have similar questions–should we sell now? How do I position my portfolio for a potential presidential administration change? Why is the market so good if the economic news is so bad? We tackle these questions and explain why they can all be answered with our Ten Year Rule.