Henssler Money Talks — December 7, 2024
Season 38, Episode 49

This week on "Money Talks," Director of Research Nick Antonucci, CVA, CEPA, is joined by Managing Associates Jarrett McKenzie, CFP®, CWS®, and K.C. Smith, CFP®, CEPA, to discuss the breadth of market performance and the ISM Manufacturing and Nonmanufacturing indices. The financial experts explored the topic of 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. The show hosts wrap up the hour with a listener’s question on substantiating qualified charitable distributions.

Timestamps and Chapters

• 00:00: Market Roundup: Dec. 2 — Dec. 6, 2024
• 23:42: Case Study: Sequence Risk
• 42:48: Q&A Time: Qualified Charitable Distributions

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