Henssler Money Talks — October 19, 2024
Season 38, Episode 42

This week on "Money Talks," Director of Investments Jacob Keen, CFA, is joined by Managing Associate Jarrett McKenzie, CFP®, CWS®, and Senior Financial Planner Molly Remeika, CFP®, to cover the week’s market news, including the Producer Price Index and Consumer Sentiment. Jarrett and Molly break down when investors should consider engaging with a financial adviser and how they can “test drive” their retirement plan. Piggybacking off the case study conversation, the experts address a listener’s question on how to figure out what his withdrawal rate should be from his portfolio in retirement.

Timestamps and Chapters

• 00:00: Market Roundup: Oct. 14 – Oct. 18, 2024
• 23:29: Case Study: Test Driving a Retirement Plan
• 35:33: Q&A Time: Retirement Portfolio Withdrawal Rates

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