Henssler Money Talks – March 2, 2024
Season 38, Episode 9

This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined Associates Peter Lynch and Josh Weidie, CFP®, CWS®, to discuss the second reading of fourth-quarter 2023 GDP, the PCE Deflator and the February Conference Board Consumer Confidence reading. Josh and Peter advise a family about the missed opportunities when taking a payout from a 401(k) to pay off student loans. The hosts conclude the show with listeners’ questions on rolling 529 Plan funds to a Roth IRA and tech companies Advanced Micro Devices and Symbiotic Inc.

Timestamps and Chapters

• 00:00 Market Roundup: Feb. 26 – Mar. 1, 2024
• 22:23 Case Study: Using a 401(k) Payout to Pay off Student Loans
• 34:30 Q&A Time: 529 Plan to Roth IRA, AMD, and Symbiotic, Inc.

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