Old 401(k) Plans—You Have Four Choices
The “Money Talks” Experts team up to advise an investor who is managing three separate 401(k) accounts at former employers.
For Sale: This Internet Meme
Ever want to invest in something and let the actual investment be a surprise? Perhaps you’re interested in owning an Internet cat meme or a tweet. This week our Experts take a deep dive into the “new alternative” asset classes, discussing Special Purpose Acquisition Companies (SPAC), Non-Fungible Tokens (NFT), and cryptocurrencies.
Funding a Roth IRA for Your Child
This week on “Money Talks,” the hosts provide advice for an investor who wants to fund a Roth IRA for his young children.
Retiring Early? Don’t Overlook Health Care Costs
The financial Experts team up to discuss how extra financial planning is needed if you intend to retire early—not because the retirement period is longer—but because of the substantial health care costs between your early retirement age and when you are eligible for Medicare.
Recession Recovery and More Stimulus
The “Money Talks” Experts discuss our current economic cycle, fears of inflation and the mixed inflationary signs, and the need for additional stimulus.
Ramp Up Your Savings Not Your Aggressiveness
The “Money Talks” Experts discuss the situation of a couple who have most of their retirement assets in their 401(k)s and are concerned about their risk exposure now that they are about 10 years from retirement
The GameStop Anomaly and Fundamental Stock Analysis
The Henssler Financial Experts take a closer look at what happened with GameStop’s meteoric rise and discuss why financial advisers won’t speculate with an investor’s retirement funds.
In What Order Should an Investor Tap His Funds?
The “Money Talks,” hosts discuss a listener’s decision to begin withdrawing the funds he has saved and grown over the last 30 years. They cover which accounts to tap first, how to control his tax situation, and the importance of having a financial plan.
Pandemic Lessons Can Lead to Better Financial Habits
2020 was a difficult year financially for many people. Hopefully, 2021 will provide an opportunity to right the wrong financial moves made last year.
Coverage Lapse—All May Not be Lost with LTC Policies
The “Money Talks” show hosts take a closer look at a client’s situation who let his long-term care policy lapse and cover the options the client has as well as ways to ensure this situation doesn’t happen to others.