Proposed Equalizing of Tax Benefits for Retirement Plans
The “Money Talks” hosts discuss one of the tax proposals put forth by President-elect Biden and how it may affect retirement savings.
Asset Allocation: Strategically Planning with Tactical Moves
The “Money Talks” experts discuss why your asset allocation should be strategically planned rather than influenced by the controlling party of Congress or the Oval Office.
Planning Necessary to Best Manage a Long-Term Care Event
The Henssler Experts discuss long-term care insurance and how long-term health care planning is an essential part of the financial plan.
Financial Plan Adjustments During a Forced Retirement
The Money Talks” hosts provide planning advice for a couple where COVID-19 layoffs forced one spouse into early retirement. While they can make it work on one salary, they have realized her retirement might last 30 years.
Determining Your Retirement Withdrawal Rate
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.
Still Too Early to Make Moves in Anticipation of Higher Taxes
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.
Retirement Holdings Down Significantly? Consider a Roth Conversion
With the vast disparity in sector performance, the “Money Talks” financial experts discuss converting depressed holdings into a Roth IRA.
Presidential Candidates Differ on Taxes in Several Key Areas
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.
Growth and Value – Now is Not the Time to Switch Courses
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.
Don’t Lose Sight of Your Sell Strategy
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.