Henssler Money Talks - August 3, 2024

Henssler Money Talks — August 3, 2024
Season 38, Episode 31 

This week on "Money Talks," Research Analyst Nick Antonucci, CVA, CEPA is joined by Senior Associate Michael Griffin, CFP®, and Associate Clay Norman, CFP®, to analyze the week's stock market trends, discuss the Fed’s monetary policy meeting, and review the University of Michigan’s Consumer Sentiment Survey and the Conference Board’s Consumer Confidence survey. Michael and Clay provide some recommendations for a couple who don’t need the funds from their required minimum distributions to pay living expenses. They discuss charitable contributions, Roth conversions, and reinvestment options. The financial experts finish the show with a listener’s question on diversification in their 401(k). 

Timestamps and Chapters 

• 00:00 Market Roundup: July 29 – August 2, 2024 
• 22:47 Case Study:  When RMDs are Not Needed for Living Expenses 
• 35:10 Q&A Time: 401(k) Diversification 

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