Henssler Money Talks

Henssler Money Talks - February 10, 2024

February 10, 2024 Henssler Financial Season 38 Episode 6
Henssler Money Talks - February 10, 2024
Henssler Money Talks
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Henssler Money Talks
Henssler Money Talks - February 10, 2024
Feb 10, 2024 Season 38 Episode 6
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Henssler Money Talks – February 10, 2024
Season 38, Episode 6

This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Justin Wagner, AIF®, Client Relationship - Retirement Services, and Associate Giuliana Barbagelata, CFP®, to cover January’s employment situation, the University of Michigan Consumer Sentiment Survey, and the ISM Nonmanufacturing Index. Justin and Giuliana provide advice for a couple who treat their 401(k)s quite differently—she actively trades her investments while he hasn’t even looked at his in three years! The financial experts finish the show with a listener’s question about retirement plan rollovers. 

Timestamps and Chapters

  • 00:00 Market Roundup: Feb 5 – Feb 9, 2024
  • 23:26 Case Study: Rebalancing Your 401(k)
  • 36:10 Q&A Time: Retirement Plan Rollovers

 Follow Henssler:  

 “Money Talks” is brought to you by Henssler Financial.

Sign up for the Money Talks Newsletter: https://www.henssler.com/newsletters/ 

Show Notes Chapter Markers

Send us a Text Message.

Henssler Money Talks – February 10, 2024
Season 38, Episode 6

This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Justin Wagner, AIF®, Client Relationship - Retirement Services, and Associate Giuliana Barbagelata, CFP®, to cover January’s employment situation, the University of Michigan Consumer Sentiment Survey, and the ISM Nonmanufacturing Index. Justin and Giuliana provide advice for a couple who treat their 401(k)s quite differently—she actively trades her investments while he hasn’t even looked at his in three years! The financial experts finish the show with a listener’s question about retirement plan rollovers. 

Timestamps and Chapters

  • 00:00 Market Roundup: Feb 5 – Feb 9, 2024
  • 23:26 Case Study: Rebalancing Your 401(k)
  • 36:10 Q&A Time: Retirement Plan Rollovers

 Follow Henssler:  

 “Money Talks” is brought to you by Henssler Financial.

Sign up for the Money Talks Newsletter: https://www.henssler.com/newsletters/ 

Market Roundup: Feb 5 – Feb 9, 2024
Case Study: Rebalancing Your 401(k)
Q&A Time: Retirement Plan Rollovers