Henssler Money Talks

Henssler Money Talks – March 16, 2024

March 16, 2024 Henssler Financial Season 38 Episode 11
Henssler Money Talks – March 16, 2024
Henssler Money Talks
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Henssler Money Talks
Henssler Money Talks – March 16, 2024
Mar 16, 2024 Season 38 Episode 11
Henssler Financial

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Henssler Money Talks – March 16, 2024
Season 38, Episode 11

This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined Managing Associate Jarrett McKenzie, CFP®, and Associate Adam Stadalius, CFP®, to cover February’s employment situation, the Consumer and Producer Price indices, and retail sales. Jarrett takes a deeper dive into the SECURE Act 2.0  provision allowing for Roth IRA rollovers from a 529 Plan. The experts end the show with a listener’s question on how dividend-paying stocks will fare should the Fed lower interest rates.

Timestamps and Chapters

  • 00:00 Market Roundup: Mar. 11 – Mar. 15, 2024
  • 22:09 Case Study: Money Left in a 529 Plan
  • 35:38 Q&A Time: Dividend-Paying Stocks and Interest Rates

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 – March 16, 2024
Season 38, Episode 11

This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined Managing Associate Jarrett McKenzie, CFP®, and Associate Adam Stadalius, CFP®, to cover February’s employment situation, the Consumer and Producer Price indices, and retail sales. Jarrett takes a deeper dive into the SECURE Act 2.0  provision allowing for Roth IRA rollovers from a 529 Plan. The experts end the show with a listener’s question on how dividend-paying stocks will fare should the Fed lower interest rates.

Timestamps and Chapters

  • 00:00 Market Roundup: Mar. 11 – Mar. 15, 2024
  • 22:09 Case Study: Money Left in a 529 Plan
  • 35:38 Q&A Time: Dividend-Paying Stocks and Interest Rates

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: Mar. 11 – Mar. 15, 2024
Case Study: Money Left in a 529 Plan
Q&A Time: Dividend-Paying Stocks and Interest Rates