
Henssler Money Talks - February 12, 2022
🌹J E Y J E Y 🌹
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<p>This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, Managing Associate Jarrett McKenzie, CFP®, CWS® and Giuliana Barbagelata, CFP®, discuss the market’s performance for the week and the latest inflation rate from the January Consumer Price Index. The hosts discuss a situation where an investor never designated a beneficiary for his IRA, and now his heir must deal with the estate. The financial experts round out the show answering listeners’ questions on the downside of I Bonds and using highly appreciated investments for qualified charitable distributions. </p><p>Check out the show segments using the chapter controls in the player above.</p><ul><li>Market Roundup: Covering the week of Feb. 7 – Feb. 11, 2022</li><li>Case Study: What Happens When You Don’t Designate an IRA Beneficiary</li><li>Q&A Time: I Bonds and Qualified Charitable Distributions</li></ul>
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Henssler Money Talks - February 12, 2022
🌹J E Y J E Y 🌹