Henssler Money Talks - June 8, 2024

Henssler Money Talks

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Henssler Money Talks — June 8, 2024
Season 38, Episode 23

This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Senior Associate Logan Daniel, CFP®, CRPC®, and Tax Manager Jessie Thomas, CPA, with Henssler CPAs & Advisers to cover economic news including the Manufacturing and Nonmanufacturing indices, personal income and interest rates. In our case study, Jessie provides some tax advice for a couple with a disabled child, sharing tips on what may count as a medical expense deduction. The experts round out the show with listeners’ questions on market timing and portfolio positioning.

Timestamps and Chapters

• 00:00 Market Roundup: June 3 – June 7, 2024
• 23:25 Case Study: Tax Benefits for Parents of Disabled Children
• 34:28 Q&A Time: Market timing and portfolio positioning

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Chapitres

1. Market Roundup: June 3 – June 7, 2024 (00:00:00)

2. Case Study: Tax Benefits for Parents of Disabled Children (00:23:25)

3. Q&A Time: Market timing and portfolio positioning (00:34:28)