The “Money Talks” experts team up to help a couple understand what a safe withdrawal rate would be for their retirement assets. They look into different methods to calculate one and then explain the Henssler way of planning for liquidity and withdrawals in retirement.
The “Money Talks” expert address a common investor concern on what moves to make in anticipation of higher taxes should Biden win the November election.
With the vast disparity in sector performance, the “Money Talks” financial experts discuss converting depressed holdings into a Roth IRA.
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.
