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With tariff headlines changing by the day, it's tempting to react—but that could be a costly mistake. We'll break down why chasing policy noise is a fool's game, why our stance at Henssler remains grounded in facts not forecasts, and how our Henssler Ten Year Rule is designed to help you ride out this kind of manufactured volatility. Despite ongoing uncertainty and speculation about a potential slowdown, the hard economic data remains resilient. We break down the latest economic reports, including the Consumer Price Index, the Federal Reserve's March meeting minutes, the Producer Price Index, and recent consumer sentiment readings.After the break, K.C. brings together his two favorite topics: college sports and finance. Nico Iamaleava was essentially forced off the University of Tennessee's football team over a dispute tied to an NIL agreement. He potentially lost millions before ever seeing a dime—which begs the question: what kind of financial advice was he getting? We explore why having the right team around you—financially and personally—is more important than ever. Whether you're an athlete, a business owner, or just trying to make smart money moves, this conversation matters.Join hosts Nick Antonucci, CVA, CEPA, Director of Research, and Managing Associates K.C. Smith, CFP®, CEPA, and D.J. Barker, CWS®, and Kelly-Lynne Scalice on Henssler Money Talks as they explore key financial strategies to help investors navigate market uncertainty.Henssler Money Talks — April 19, 2025 | Season 39, Episode 16Timestamps and Chapters3:02: Chasing Policy Noise is a Fool's Game21:57: Market Update: CPI, Fed Minutes, PPI, and Consumer Sentiment37:18: Financial Lessons from NCAA and NIL Agreements Follow Henssler: Facebook: https://www.facebook.com/HensslerFinancial/ YouTube: https://www.youtube.com/c/HensslerFinancial LinkedIn: https://www.linkedin.com/company/henssler-financial/ Instagram: https://www.instagram.com/hensslerfinancial/ TikTok: https://www.tiktok.com/@hensslerfinancial?lang=en X: https://www.x.com/hensslergroup “Henssler Money Talks” is brought to you by Henssler Financial. Sign up for the Money Talks Newsletter: https://www.henssler.com/newsletters/
It has been a wild ride in the markets since “Liberation Day.” With global reactions to Trump's aggressive tariff plan, intraday swings ranging from 2% to 10%, and a surprise 90-day suspension of tariffs, the volatility is far from over.In this episode, we discuss Trump's escalating trade war with China, the massive moves in the bond markets, what we're hearing from companies ahead of earnings season, and how the Henssler Ten Year Rule helped keep investors in the market during the tariff turmoil.However, if you're experiencing market fatigue after tracking every move all week, we also have a lighter episode we're publishing this week where we explore the returns from buying and selling collectibles—and whether you can beat the S&P.Join hosts Nick Antonucci, CVA, CEPA, Director of Research, and Managing Associates K.C. Smith, CFP®, CEPA, and D.J. Barker, CWS®, and Kelly-Lynne Scalice on Henssler Money Talks as they explore key financial strategies to help investors navigate market uncertainty.Henssler Money Talks — April 12, 2025 | Season 39, Episode 15Follow Henssler: Facebook: https://www.facebook.com/HensslerFinancial/ YouTube: https://www.youtube.com/c/HensslerFinancial LinkedIn: https://www.linkedin.com/company/henssler-financial/ Instagram: https://www.instagram.com/hensslerfinancial/ TikTok: https://www.tiktok.com/@hensslerfinancial?lang=en X: https://www.x.com/hensslergroup “Henssler Money Talks” is brought to you by Henssler Financial. Sign up for the Money Talks Newsletter: https://www.henssler.com/newsletters/
Imagine being relatively confident that when you need to sell your investments for liquidity, the market would be up! On “Henssler Money Talks,” Nick Antonucci, CVA, CEPA, Director of Research, and Managing Associates K.C. Smith, CFP®, CEPA, and D.J. Barker, CWS®, explain our Henssler Ten Year Rule strategy, which allows investors to stay invested in the market through thick and thin. By securing 10 years of liquidity in fixed-income investments, investors can avoid selling stocks at a loss and give their portfolio time to recover, thus waiting out a down market.Original Air Date: March 22, 2025Read the Article: https://www.henssler.com/10-years-10-returns-the-strategy-that-outlasts-most-market-cycles
Text us your financial questions!Original Air Date: December 7, 2024 Director of Research Nick Antonucci, CVA, CEPA, is joined by Managing Associates Jarrett McKenzie, CFP®, CWS®, and K.C. Smith, CFP®, CEPA, explore sequence risk and the long-term effects of retiring in a down market. Jarrett and K.C. unpacked how the Henssler Ten Year Rule nearly eliminates this risk. Read the Article: https://www.henssler.com/retirement-planning-managing-market-risks-and-ensuring-financial-stability
Text us your financial questions!Henssler Money Talks — September 14, 2024 Case StudySeason 38, Episode 37 Research Analyst Jacob Keen, CFA, is joined by Managing Associate Jarrett McKenzie, CFP®, CWS®, and Senior Financial Planner Jacob Pritchard, CFP®, in a discussion about investors who have nearly 70% of their portfolio in money markets and other cash equivalents. They discuss locking in returns with bonds and how we would apply the Ten Year Rule to their situation. Read the Article: https://www.henssler.com/when-playing-it-safe-backfires-how-too-much-cash-can-hurt-retirement
Text us your financial questions!Henssler Money Talks — September 14, 2024Season 38, Episode 37 This week on "Money Talks," Research Analyst Jacob Keen, CFA, is joined by Managing Associate Jarrett McKenzie, CFP®, CWS®, and Senior Financial Planner Jacob Pritchard, CFP®, to cover the August Jobs Report, and inflation measures the Consumer Price and Producer Price indices. Jarrett leads a discussion on investors who have nearly 70% of their portfolio in money markets and other cash equivalents. They discuss locking in returns with bonds and how we would apply the Ten Year Rule to their situation. The financial experts conclude the show with listeners' questions on education savings and Occidental Petroleum. Timestamps and Chapters00:00 Market Roundup: Sept. 9 – 13, 202422:40 Case Study: Investors Who Want to Stay in Cash33:52 Q&A Time: Education Savings and Occidental PetroleumFollow Henssler: Facebook: https://www.facebook.com/HensslerFinancial/ YouTube: https://www.youtube.com/c/HensslerFinancial LinkedIn: https://www.linkedin.com/company/henssler-financial/ Instagram: https://www.instagram.com/hensslerfinancial/ TikTok: https://www.tiktok.com/@hensslerfinancial?lang=en X: https://www.x.com/hensslergroup “Money Talks” is brought to you by Henssler Financial. Sign up for the Money Talks Newsletter: https://www.henssler.com/newsletters/
Text us your financial questions!Research Analyst Nick Antonucci, CVA, CEPA, Managing Associate K.C. Smith, CFP®, CEPA, and Senior Financial Planner Molly Remeika, CFP®, discuss making smart decisions about what, when, and how much to sell from your portfolio, including key strategies for maximizing income, managing risk, and avoiding tax pitfalls.Read the Article: https://www.henssler.com/building-a-sell-strategy-balancing-risk-tax-efficiency-and-retirement-needs
Text us your financial questions!Henssler Money Talks — September 7, 2024Season 38, Episode 36This week on "Money Talks," Research Analyst Nick Antonucci, CVA, CEPA is joined by Managing Associate K.C. Smith, CFP®, CEPA, and Senior Financial Planner Molly Remeika, CFP®, to discuss the weekly action in the market, the PCE Deflator, interest rates and the University of Michigan Consumer Sentiment Survey. The financial experts discuss an investor's situation, as he is 10 years from his retirement, and he doesn't know how to determine when to sell—much less what investments to sell. The hosts round out the show answering a listener's question about specialty retailer Ulta Beauty. Timestamps and Chapters00:00 Market Roundup: Sept. 2 – 6, 202423:39 Case Study: Sell Strategies41:40 Q&A Time: Ulta Beauty Follow Henssler: Facebook: https://www.facebook.com/HensslerFinancial/ YouTube: https://www.youtube.com/c/HensslerFinancial LinkedIn: https://www.linkedin.com/company/henssler-financial/ Instagram: https://www.instagram.com/hensslerfinancial/ TikTok: https://www.tiktok.com/@hensslerfinancial?lang=en X: https://www.x.com/hensslergroup “Money Talks” is brought to you by Henssler Financial. Sign up for the Money Talks Newsletter: https://www.henssler.com/newsletters/
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Senior Associate Michael Griffin, CFP®, and Jessie Thomas, Tax Manager with CPA Henssler CPAs & Advisers, to recommend actions an investor and his son can do when filing the final tax return for his deceased wife.Read the Article: https://www.henssler.com/death-taxes-and-paperwork-filing-a-final-tax-return
Research Analyst Nick Antonucci, CVA, CEPA, joins Senior Associate Michael Griffin, CFP®, and Associate Peter Lynch to provide advice for a couple who have different opinions on paying off their mortgage before retirement. They weigh the options between carrying mortgage debt and cash flow once the couple stops working. Read the Article: https://www.henssler.com/retire-smart-the-debate-on-mortgage-payoff-and-its-impact-on-cash-flow
Henssler Money Talks – January 13, 2024Season 38, Episode 2This week on “Money Talks,” Research Analyst Nick Antonucci, CVA, CEPA, joins Senior Associate Michael Griffin, CFP®, and Associate Peter Lynch to cover December's employment numbers, the ISM Services Index and December's Consumer Price Index reading. The hosts also discuss the initial trading of cryptocurrency exchange-traded funds. Michael and Peter provide advice for a couple who have different opinions on paying off their mortgage before retirement. They weigh the options between carrying mortgage debt and cash flow once the couple stops working. Rounding out the show, the hosts answer questions on FDIC limits and AstraZeneca's acquisition of Icosavax. Timestamps and Chapters00:00 Market Roundup: Jan. 8 – Jan 12, 202421:31 Case Study: Paying off a Mortgage before Retirement31:57 Q&A Time: FDIC Limits and AstraZeneca 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/
Henssler Money Talks – December 30, 2023Season 37, Episode 52This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by fellow Research Analysts Nick Antonucci, CVA, CEPA, and Jacob Keen, CFA, to discuss the market's performance during 2023 and look ahead to what trends we may see in 2024. The Analysts also take a closer look at the dollar's strength and where we fit in the global economy. Timestamps and Chapters00:00 Investment Whys: Look back at 2023; Look ahead to 202411:46 Movers of the Year 33:43 Q&A Time: Why is the dollar resilient during high inflation?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/
Managing Associate Jarrett McKenzie, CFP®, CWS®, and Associate Clay Norman, CFP®, join Chief Investment Officer Troy Harmon, CFA, CVA, to provide advice for an investor who is entering the “sweet spot” of retirement when one's income taxes may be at their lowest level before they take required minimum distributions. Read the Article: https://www.henssler.com/the-retirement-sweet-spot-benefits-of-roth-iras-for-new-retirees
Henssler Money Talks – December 16, 2023Season 37, Episode 50This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate Jarrett McKenzie, CFP®, CWS®, and Associate Clay Norman, CFP® to cover the Producer Price and Consumer Price indices, the November Employment Situation, and consumer sentiment. Jarrett and Clay provide advice for an investor who is entering the “sweet spot” of retirement when one's income taxes may be at their lowest level before they take required minimum distributions. The hosts cap off the show answering a listeners' question on a CD portfolio, and if callable CDs are worth the risk. Timestamps and Chapters00:00 Market Roundup: Covering Dec. 11 – Dec 15, 2023 24:37 Case Study: The Retirement Sweet Spot35:23 Q&A Time: Would you choose callable or non-callable CDs?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/
Henssler Money Talks – November 26, 2022Season 36, Episode 48This week on “Money Talks,” we are taking some time off to celebrate the Thanksgiving holiday with friends and family. This episode takes a look back at some of our best conversations and case studies from the past few months. Timestamps and Chapters00:00 Following the Ten Year Rule when Retiring in a Down Market11:22 Laddering Your Bond Portfolio to Protect Your 10-Year Money23:05 How Much Should You Rely on Social Security for Your Retirement?33:01 If High Quality Companies are on Sale, Why Aren't Investors Buying?
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Associate Peter Lynch, and Senior Financial Planner Clay Norman, CFP®, who come together to address a couple's concerns about moving money into fixed-income investments. They explain fixed income's role in a portfolio and laddering bonds. Read the Article: https://www.henssler.com/laddering-your-bond-portfolio-to-protect-your-10-year-money
Henssler Money Talks – October 15, 2022Season 36, Episode 42This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Associate Peter Lynch, and Senior Financial Planner Clay Norman, CFP®, to cover September's employment numbers, and the Consumer Price and Producer Price indices. The financial Experts come together to address a couple's concerns about moving money into fixed-income investments. They explain fixed income's role in a portfolio and laddering bonds. The hosts complete the show by covering listeners' questions on stockpiling cash before retirement and seeking out actively managed funds over index funds. Timestamps and Chapters00:00 Market Roundup: Covering Oct. 10 – Oct. 14, 202218:56 Case Study: Fixed Income Investing — Bond Ladders32:34 Q&A Time: Stockpiling Cash and Actively Managed Funds 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/
Food and Travel Nation with Elizabeth Dougherty The TRUTH about Food and Travel Broadcast Date: 9/10/22 There's something you need to know about private campgrounds. Many have implemented what they call the "Ten Year Rule." What is it? Is it legal? Is it being applied fairly? Is there anyway around it? website: FoodAndTravelNation.com email: Elizabeth@FoodAndTravelNation.com
Henssler Money Talks- June 25, 2022 Season 36, Episode 26 This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate K.C. Smith, CFP®, CEPA, and Senior Financial Planner Josh Weidie, CWS®, to cover the week's market news, including Fed Chair Jerome Powell's testimony in front of Congress, interest rates and inflation, Industrial Production and Existing Home Sales. K.C. leads the experts on a discussion of what investors can do mid-year to reassess their financial situation. The hosts round out the show answering a listener's question of what to do with eight-year money that is currently in cash—Should he dollar-cost average into the market or something else? Timestamps and Chapters 00:00 Market Roundup: Covering June 20 – June 24, 202221:29 Case Study: Mid-Year Review Provides Time to Make Financial Changes33:21 Q&A Time: What to Do with Eight-Year Money Sitting in Cash Follow Henssler: Facebook: http://bit.ly/HensslerFacebook Twitter: http://bit.ly/HensslerTwitterLinkedIn: 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/
Research Analyst Nick Antonucci, CVA, CEPA, Managing Associate D.J. Barker, CWS®, and Financial Planner Zach Alexander, CRPC®, BFA™ team up to discuss what investors should and shouldn't do in volatile markets like we are currently seeing. Read the Article: https://www.henssler.com/history-may-seem-rosy-but-future-is-still-bright-despite-volatility
Hans and Robby are back again this week with a brand new episode! This week's show is all about the new regulations for 2022 with IRA beneficiaries, as well as a discussion on the ten year rule. Don't forget to get your copy of “The Complete Cardinal Guide to Planning for and Living in Retirement” on Amazon or on CardinalGuide.com for free! You can contact Hans and Cardinal by emailing hans@cardinalguide.com or calling 919-535-8261. Learn more at CardinalGuide.com. Find us on YouTube: Cardinal Advisors.
‘Knowing when to sell' Having a crystal ball and understanding when to buy low and when to sell high has got to be number one on the Christmas wish list of every Property Entrepreneur around the UK. Whilst we don't necessarily have the crystal ball for buying low and selling high, we do have a unique and proven blueprint for understanding what to sell and when to sell it. In the short term, as a Property Entrepreneur, you want to focus on cash flow, in the medium term, you want to be focusing on profit and in the long term, you want to focus on assets. There are lots of people getting artificially comfortable, confident or wealthy on paper, where they're leaning on the notional equity that they believe they've built into their properties but understanding commercial valuations is crucial if you want to move from the cash flow, profit and loss game into the profit, wealth creation and balance sheet game. In this podcast, I'm going to take you through the 10 year rule to understand when to sell, what to sell, why to sell and who to sell it through. Tune into this podcast for the 10 year rule to understand what you need to sell and when you need to sell it on your Property Entrepreneur journey. I hope you enjoy. Want to learn more? If you've not already joined the 7,500+ Property Entrepreneurs for FREE in the Property Entrepreneur Facebook Group, click here to join now: The Property Entrepreneurs Community If you're listening to this podcast but have not yet subscribed, click the subscribe button to listen to what Daniel and other industry leading guests have to say on a weekly basis on all things business, investment property and lifestyle: The Official Property Entrepreneur Podcast Keep up to date with Daniel's musings by subscribing on YouTube now : The Official Property Entrepreneur YouTube Channel Follow Daniel on Social: Instagram: @propertyentrepreneur_ Facebook: @PropertyEntrepreneurOfficial LinkedIn: @propertyentrepreneur
Halloween Season rolls on! This week I'm answering more spooky listener questions about my preferred method of dying, surviving the zombie apocalypse and much more. I also discuss what movies and television shows I've been watching lately including my ten year rule regarding certain shows my complicated relationship with Counting Crows and much more All this and many tangents and side stories. Send me topics, questions or your deepest confessions by clicking on the link pinned to the top of the shows social media pages. It's completely anonymous! Thanks for listening!
Chief Investment Officer Troy Harmon, CFA, CVA, joined by Managing Associate Shawna Theriault, CFP®, CDFA®, CPA, and Associate Peter Lynch look at the situation of a couple who are working with an adviser who recommends using a dividend portfolio to provide retirement income. They discuss the risks of this strategy and compare it to the Henssler Ten Year Rule strategy. Read the Article: https://www.henssler.com/retirement-liquidity-bonds-or-dividends
This week on “Money Talks,” the Henssler Research Analysts discuss how the market ended 2020 and what they expect for 2021. They discuss sector performance, the difference between growth and value stocks, and inflation. The Analysts round out the show by answering questions on amusement park operator Cedar Fair L.P. and the duration of bonds used when following the Ten Year Rule.
Listener’s questions on amusement park operator Cedar Fair L.P. and the duration of bonds used when following the Ten Year Rule.
Listener’s questions on amusement park operator Cedar Fair L.P. and the duration of bonds used when following the Ten Year Rule.
This week on “Money Talks,” the Henssler Research Analysts discuss how the market ended 2020 and what they expect for 2021. They discuss sector performance, the difference between growth and value stocks, and inflation. The Analysts round out the show by answering questions on amusement park operator Cedar Fair L.P. and the duration of bonds used when following the Ten Year Rule.
In this episode I discuss the 10 year rule, and how it's really changed my perspective in my life.
Many investors have similar questions--should we sell now? How do I position my portfolio for a potential presidential administration change? Why is the market so good if the economic news is so bad? We tackle these questions and explain why they can all be answered with our Ten Year Rule.
Many investors have similar questions--should we sell now? How do I position my portfolio for a potential presidential administration change? Why is the market so good if the economic news is so bad? We tackle these questions and explain why they can all be answered with our Ten Year Rule.
In this week’s case study, our Experts discuss the desire to pay off one’s house, a common want among those about to retire. They take a look at the math and the psychology behind this “sleep better at night” scenario and then apply the Ten Year Rule to this common situation.
This week on “Money Talks,” your hosts discuss the week’s market movement, the Fed’s recent interest rate cut, and the language used to indicate the Fed’s possible actions going forward. They also cover the yield curve and personal income. In this week’s case study, the experts discuss the desire to pay off one’s house, a common want among those about to retire. They take a look at the math and the psychology behind this “sleep better at night” scenario and then apply the Ten Year Rule to this common situation.
In this week’s case study, our Experts discuss the desire to pay off one’s house, a common want among those about to retire. They take a look at the math and the psychology behind this “sleep better at night” scenario and then apply the Ten Year Rule to this common situation.
This week on “Money Talks,” your hosts discuss the week’s market movement, the Fed’s recent interest rate cut, and the language used to indicate the Fed’s possible actions going forward. They also cover the yield curve and personal income. In this week’s case study, the experts discuss the desire to pay off one’s house, a common want among those about to retire. They take a look at the math and the psychology behind this “sleep better at night” scenario and then apply the Ten Year Rule to this common situation.
In this week’s case study, our Experts discuss the desire to pay off one’s house, a common want among those about to retire. They take a look at the math and the psychology behind this “sleep better at night” scenario and then apply the Ten Year Rule to this common situation.
This week on “Money Talks,” your hosts discuss the week’s market movement, the Fed’s recent interest rate cut, and the language used to indicate the Fed’s possible actions going forward. They also cover the yield curve and personal income. In this week’s case study, the experts discuss the desire to pay off one’s house, a common want among those about to retire. They take a look at the math and the psychology behind this “sleep better at night” scenario and then apply the Ten Year Rule to this common situation.
This week on “Money Talks,” Senior Associate Jarrett McKenzie, CFP®, CWS®, and Client Relationship Manager – Retirement Services Justin Wagner, AIF®, join Chief Investment Officer Troy Harmon, CFA, CVA to discuss sector performance for both the week and year to date. They also discuss interest rates and inflation indicators. The experts delve into a situation common to many investors—having all of their assets in a company-sponsored retirement plan. They discuss how investors in this situation can apply the Ten Year Rule to their 401(k) assets when trying to plan for liquidity. The show hosts also address listeners’ questions on in-plan Roth 401(k) conversions and how to evaluate a company’s retirement benefits package when considering a job offer.
The “Money Talks” experts delve into a situation common to many investors—having all their assets in a company-sponsored retirement plan. They discuss how investors in this situation can apply the Ten-Year Rule to their 401(k) assets when trying to plan for liquidity.
The “Money Talks” experts delve into a situation common to many investors—having all their assets in a company-sponsored retirement plan. They discuss how investors in this situation can apply the Ten-Year Rule to their 401(k) assets when trying to plan for liquidity.
The “Money Talks” experts delve into a situation common to many investors—having all their assets in a company-sponsored retirement plan. They discuss how investors in this situation can apply the Ten-Year Rule to their 401(k) assets when trying to plan for liquidity.
This week on “Money Talks,” Senior Associate Jarrett McKenzie, CFP®, CWS®, and Client Relationship Manager – Retirement Services Justin Wagner, AIF®, join Chief Investment Officer Troy Harmon, CFA, CVA to discuss sector performance for both the week and year to date. They also discuss interest rates and inflation indicators. The experts delve into a situation common to many investors—having all of their assets in a company-sponsored retirement plan. They discuss how investors in this situation can apply the Ten Year Rule to their 401(k) assets when trying to plan for liquidity. The show hosts also address listeners’ questions on in-plan Roth 401(k) conversions and how to evaluate a company’s retirement benefits package when considering a job offer.
This week on “Money Talks,” Senior Associate Jarrett McKenzie, CFP®, CWS®, and Client Relationship Manager – Retirement Services Justin Wagner, AIF®, join Chief Investment Officer Troy Harmon, CFA, CVA to discuss sector performance for both the week and year to date. They also discuss interest rates and inflation indicators. The experts delve into a situation common to many investors—having all of their assets in a company-sponsored retirement plan. They discuss how investors in this situation can apply the Ten Year Rule to their 401(k) assets when trying to plan for liquidity. The show hosts also address listeners’ questions on in-plan Roth 401(k) conversions and how to evaluate a company’s retirement benefits package when considering a job offer.
This week on “Money Talks,” we discuss the news from the Federal Reserve after their two-day meeting on monetary policy. They also cover interest rates, and sector performance for the week and year-to-date. Our experts also look at a couple’s situation where they are five years from retirement and are concerned about the likelihood of a recession in the next three to five years. The experts discuss how the Ten Year Rule would work for them and how to position their investment portfolio. The hosts then round out the show with listeners’ questions on Social Security spousal benefits, Mercury Systems, Inc., an increased homestead exemption for Fulton County seniors, and stocks Silgan Holdings and Greif Inc.
This week on “Money Talks,” your hosts look at a couple’s situation where they are five years from retirement and are concerned about the likelihood of a recession in the next three to five years. The experts discuss how the Ten Year Rule would work for them and how to position their investment portfolio.
This week on “Money Talks,” your hosts look at a couple’s situation where they are five years from retirement and are concerned about the likelihood of a recession in the next three to five years. The experts discuss how the Ten Year Rule would work for them and how to position their investment portfolio.
This week on “Money Talks,” we discuss the news from the Federal Reserve after their two-day meeting on monetary policy. They also cover interest rates, and sector performance for the week and year-to-date. Our experts also look at a couple’s situation where they are five years from retirement and are concerned about the likelihood of a recession in the next three to five years. The experts discuss how the Ten Year Rule would work for them and how to position their investment portfolio. The hosts then round out the show with listeners’ questions on Social Security spousal benefits, Mercury Systems, Inc., an increased homestead exemption for Fulton County seniors, and stocks Silgan Holdings and Greif Inc.
This week on “Money Talks,” your hosts look at a couple’s situation where they are five years from retirement and are concerned about the likelihood of a recession in the next three to five years. The experts discuss how the Ten Year Rule would work for them and how to position their investment portfolio.
This week on “Money Talks,” we discuss the news from the Federal Reserve after their two-day meeting on monetary policy. They also cover interest rates, and sector performance for the week and year-to-date. Our experts also look at a couple’s situation where they are five years from retirement and are concerned about the likelihood of a recession in the next three to five years. The experts discuss how the Ten Year Rule would work for them and how to position their investment portfolio. The hosts then round out the show with listeners’ questions on Social Security spousal benefits, Mercury Systems, Inc., an increased homestead exemption for Fulton County seniors, and stocks Silgan Holdings and Greif Inc.
If you can pull off effective organic marketing, you’re golden: You get traffic on autopilot which then turns into leads (assuming your website converts)—without spending a penny on clicks, traffic or engagement. What sounds like a dream to most investors stays a dream for most investors. They make mistakes which get them short-term benefits, but crush their rankings (and lead flow) overnight. This episode teaches you how to avoid having your lead flow dry up over night and how to consistently get leads on autopilot for years to come. Show highlights include: - Why you need to do organic marketing—whether you started 10 years ago or 10 minutes ago. (4:35) - Why never to use any SEO „hacks“ or „tricks“ (yes, you might gain two ranks in the short-term, but you’ll crash in the long-term). (6:00) - How spammy organic marketing tactics can harm you—years after you stopped using them. (11:15) - The one simple rule to evaluate all your organic marketing and SEO decisions. (15:20) - You’ll hear investors use this popular marketing technique… avoid it at all costs! (17:40) - If an agency or marketer uses these techniques, run the other way. (22:00) - How bad marketers take advantage of investors who lack technical know-how. (24:00) - Warning signs you’re working with an agency which will leave you worse off. (26:30) To get the latest updates directly from Dan and discuss business with other real estate investors, join the REI marketing nerds Facebook group here: http://adwordsnerds.com/group Need help with your online marketing? Jump on a FREE strategy session with our team. We'll dive deep into your market and help you build a custom strategy for finding motivated seller leads online. Schedule for free here: http://adwordsnerds.com/strategy
Troy Harmon, CFA, CVA, is joined by Managing Associate D.J. Barker, CWS®, and Senior Associate Jarrett McKenzie, CFP®, CWS®, to discuss how the current volatility in the market presents planning opportunities for investors who follow the Ten Year Rule.
This week on "Money Talks," Troy Harmon, CFA, CVA, is joined by Managing Associate D.J. Barker, CWS®, and Senior Associate Jarrett McKenzie, CFP®, CWS®, to discuss inflationary indicators, the Producer Price and Consumer Price indices. They also discuss Wholesale Trade and the minutes from the Federal Open Market Committee’s March meeting. Jarrett and D.J. discuss how the current volatility in the market presents planning opportunities for investors who follow the Ten Year Rule. The experts round out the show answering listeners’ questions on First Solar and Trump’s tweets’ effect on the market.
On this week's special Christmas episode, the gang breaks the Ten Year Rule to tackle the absolutely absurd, but totally one-of-a-kind, Pottersville! How can anyone watch this without being terrified Michael Shannon will snap at any second? What's with this terrible parody of Quint from Jaws? And who thought this "Australian" character was going to be funny? PLUS: Stephen Tobolowsky makes some dangerous demands!Pottersville stars Michael Shannon, Christina Hendricks, Judy Greer, Ron Perlman, Ian McShane, and Thomas Lennon; directed by Seth Henrikson.
The trio talks talks "gateway anime," anime to introduce people to anime with. Also, the Fall 2017 anime season! Show notes: Second Segment https://twitter.com/IyashikeiDotMoe/status/902352982196531201 Third Segment http://anichart.net/Fall-2017
On this week's episode, the gang once again shatters the Ten Year Rule to talk about the totally unnecessary sequel, Kindergarten Cop 2! What's with this weirdo janitor/technology teacher, Hal? Why wouldn't the F.B.I. just get a search warrant and check the school after hours for this flash drive? And what's with all the Twix product placement? PLUS: Prop comic, Gallagher, could audition for lots of different films. His range is endless if you really think about it. Kindergarten Cop 2 stars the great Dolph Lundgren, Darla Taylor, Aleks Paunovic, Sarah Strange, and Bill Bellamy; directed by Don Michael Paul.
On this week's episode, the gang breaks the infamous Ten Year Rule to dissect the delayed, but insane, Seventh Son! Julianne Moore as a witch, or whatever? Jeff Bridges as a witch slayer, or whatever? And what's with Jon Snow at the beginning? PLUS: He was The Dude, goddammit! Seventh Son stars Jeff Bridges, Julianne Moore, Ben Barnes, Olivia Williams and Kit Harington -- briefly; directed by Sergey Bodrov.
In this episode, the gang celebrates their fourth anniversary on the air by breaking the Ten Year Rule to discuss the ridiculous fake-sequel, Jingle All the Way 2! What kind of Christmas film would Steve star in? How does Larry build that Christmas tree from car parts? And why does Werner Herzog love calling in to The Morning Zoo? PLUS: So many Stone Cold Stunners. Jingle All the Way 2 stars Larry the Cable Guy, Kennedi Clements, Brian Stepanek, Kirsten Robek and Anthony "Santino Marella" Carelli; directed by Alex Zamm. And a huge thanks for four great years of listening to us talk about bad movies! Here's to four more! Hey kewl!
Bil Lako, CFP®, explains why a 10-year holding period matters and how higher interest rates affect your bond holdings.