May 10, 2025: Rollovers, Dollar-Cost Averaging, and Chasing Yields—Let’s Talk Strategy

Henssler Money Talks

It was a strong week for the markets, with the S&P 500 posting solid gains, driven by upbeat economic data and a newly announced trade deal between the U.S. and the U.K. The April jobs report surpassed expectations, with steady unemployment, while the Federal Reserve held interest rates steady, citing caution amid shifting global conditions.

We also dive into what it really means to work with a financial adviser—K.C. likens it to a financial root canal, digging into every aspect of your financial life to build a customized plan.

Plus, if you’re rolling over a 401(k), should you reinvest all at once or ease in with dollar-cost averaging? We break down the pros, cons, and emotions behind each strategy.

And finally, fintech firms are offering flashy high-yield savings accounts—but are they too good to be true? We explore what’s real, what’s risky, and the questions you should ask before chasing higher returns.

Join hosts Nick Antonucci, CVA, CEPA, Director of Research, and Managing Associates K.C. Smith, CFP®, CEPA, and D.J. Barker, CWS®, and Kelly-Lynne Scalice on Henssler Money Talks as they explore key financial strategies to help investors navigate market uncertainty.

Henssler Money Talks — May 10, 2025 | Season 39, Episode 19

Timestamps and Chapters

• 4:00: Solid week buoyed by trade deal and April jobs report
• 16:15: Engaging with a financial adviser
• 34:26: All in at once or dollar-cost average?
• 43:56: Fintech: Shaking up the savings game

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Chapters

1. May 10, 2025: Rollovers, Dollar-Cost Averaging, and Chasing Yields—Let’s Talk Strategy (00:00:00)

2. Solid week buoyed by trade deal and April jobs report (00:04:00)

3. Engaging with a financial adviser (00:16:15)

4. All in at once or dollar-cost average? (00:34:26)

5. Fintech: Shaking up the savings game (00:43:56)