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Henssler Money Talks - December 10, 2022
Manage episode 349376933 series 12842
Henssler Money Talks – December 10, 2022
Season 36, Episode 50
This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate D.J. Barker, CWS®, and Senior Financial Planner Clay Norman, CFP®. The experts cover November’s Employment Situation and the ISM Nonmanufacturing Index—both surprising to the upside. The hosts come together to provide advice for two investors who both have a lump sum amount they want to invest; however, they have very different planning needs. The guys finish off the show by answering listeners’ questions on equal-weighted S&P Index funds and deciding when to retire if you suspect you’ll have a shorter life expectancy.
Timestamps and Chapters
- 00:00 Market Roundup: Covering Dec. 5 – Dec. 9, 2022
- 21:59 Case Study: Tale of Two Investors and Dollar Cost Averaging
- 34:03 Q&A Time: Equal-Weight S&P Index Funds and Planning a Short Life Expectancy
Follow Henssler:
- Facebook: http://bit.ly/HensslerFacebook
- Twitter: http://bit.ly/HensslerTwitter
- LinkedIn: http://bit.ly/HensslerLinkedIn
- Instagram: https://www.instagram.com/hensslerfinancial/
- YouTube: http://bit.ly/HensslerYouTube
“Money Talks” is brought to you by Henssler Financial.
Sign up for the Money Talks Newsletter: https://www.henssler.com/newsletters/
823 επεισόδια
Manage episode 349376933 series 12842
Henssler Money Talks – December 10, 2022
Season 36, Episode 50
This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate D.J. Barker, CWS®, and Senior Financial Planner Clay Norman, CFP®. The experts cover November’s Employment Situation and the ISM Nonmanufacturing Index—both surprising to the upside. The hosts come together to provide advice for two investors who both have a lump sum amount they want to invest; however, they have very different planning needs. The guys finish off the show by answering listeners’ questions on equal-weighted S&P Index funds and deciding when to retire if you suspect you’ll have a shorter life expectancy.
Timestamps and Chapters
- 00:00 Market Roundup: Covering Dec. 5 – Dec. 9, 2022
- 21:59 Case Study: Tale of Two Investors and Dollar Cost Averaging
- 34:03 Q&A Time: Equal-Weight S&P Index Funds and Planning a Short Life Expectancy
Follow Henssler:
- Facebook: http://bit.ly/HensslerFacebook
- Twitter: http://bit.ly/HensslerTwitter
- LinkedIn: http://bit.ly/HensslerLinkedIn
- Instagram: https://www.instagram.com/hensslerfinancial/
- YouTube: http://bit.ly/HensslerYouTube
“Money Talks” is brought to you by Henssler Financial.
Sign up for the Money Talks Newsletter: https://www.henssler.com/newsletters/
823 επεισόδια
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