Henssler Money Talks - May 14, 2022

Henssler Money Talks

Henssler Money Talks – May 14, 2022
Season 36, Episode 20
This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate Shawna Theriault, CFP®, CPA, CDFA®, and Senior Financial Planner Giuliana Barbagelata, CFP®, to discuss inflation as both the Consumer Price and Producer Price indices were released this week. Shawna and Giuliana discuss what aspects to consider when developing an estate plan for a second marriage that involves children from a previous marriage. While it requires an estate planning attorney to prepare the wills and trusts, the experts discuss all the groundwork financial planners put into making an estate plan work. The hosts round out the show answering listeners’ questions regarding passive and active investing and Coinbase’s recent rout.

Timestamps and Chapters

• 00:00 Market Roundup: Covering May 9 – May 13, 2022
• 23:49 Case Study: Estate Planning for a Second Marriage
• 34:31 Q&A Time: Passive vs. Active Investing and Coinbase

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