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Henssler Money Talks - May 14, 2022

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Manage episode 328436822 series 12842
Sisällön tarjoaa Henssler Financial. Henssler Financial tai sen podcast-alustan kumppani lataa ja toimittaa kaiken podcast-sisällön, mukaan lukien jaksot, grafiikat ja podcast-kuvaukset. Jos uskot jonkun käyttävän tekijänoikeudella suojattua teostasi ilman lupaasi, voit seurata tässä https://fi.player.fm/legal kuvattua prosessia.

Henssler Money Talks – May 14, 2022
Season 36, Episode 20
This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate Shawna Theriault, CFP®, CPA, CDFA®, and Senior Financial Planner Giuliana Barbagelata, CFP®, to discuss inflation as both the Consumer Price and Producer Price indices were released this week. Shawna and Giuliana discuss what aspects to consider when developing an estate plan for a second marriage that involves children from a previous marriage. While it requires an estate planning attorney to prepare the wills and trusts, the experts discuss all the groundwork financial planners put into making an estate plan work. The hosts round out the show answering listeners’ questions regarding passive and active investing and Coinbase’s recent rout.

Timestamps and Chapters

  • 00:00 Market Roundup: Covering May 9 – May 13, 2022
  • 23:49 Case Study: Estate Planning for a Second Marriage
  • 34:31 Q&A Time: Passive vs. Active Investing and Coinbase

Follow Henssler:

“Money Talks” is brought to you by Henssler Financial.
Sign up for the Money Talks Newsletter: https://www.henssler.com/newsletters/

  continue reading

821 jaksoa

Artwork
iconJaa
 
Manage episode 328436822 series 12842
Sisällön tarjoaa Henssler Financial. Henssler Financial tai sen podcast-alustan kumppani lataa ja toimittaa kaiken podcast-sisällön, mukaan lukien jaksot, grafiikat ja podcast-kuvaukset. Jos uskot jonkun käyttävän tekijänoikeudella suojattua teostasi ilman lupaasi, voit seurata tässä https://fi.player.fm/legal kuvattua prosessia.

Henssler Money Talks – May 14, 2022
Season 36, Episode 20
This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate Shawna Theriault, CFP®, CPA, CDFA®, and Senior Financial Planner Giuliana Barbagelata, CFP®, to discuss inflation as both the Consumer Price and Producer Price indices were released this week. Shawna and Giuliana discuss what aspects to consider when developing an estate plan for a second marriage that involves children from a previous marriage. While it requires an estate planning attorney to prepare the wills and trusts, the experts discuss all the groundwork financial planners put into making an estate plan work. The hosts round out the show answering listeners’ questions regarding passive and active investing and Coinbase’s recent rout.

Timestamps and Chapters

  • 00:00 Market Roundup: Covering May 9 – May 13, 2022
  • 23:49 Case Study: Estate Planning for a Second Marriage
  • 34:31 Q&A Time: Passive vs. Active Investing and Coinbase

Follow Henssler:

“Money Talks” is brought to you by Henssler Financial.
Sign up for the Money Talks Newsletter: https://www.henssler.com/newsletters/

  continue reading

821 jaksoa

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