Balancing Risk, Reward, and Emotions: The Adviser Advantage

Henssler Money Talks

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Sweat and Resilience: Balancing Chronic Migraine with Fitness Goals 35:00

för 14 dagar sedan35:00

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The healing power of fitness goes far beyond physical benefits—for today’s guest, it’s a form of self-expression and a celebration of what the body can do. In this episode, host Nora McInerny sits down with fitness personality Ivylis Rivera, who shares her deeply personal journey of navigating life with Chronic Migraine while holding onto her passion for movement. Ivylis opens up about the struggle of staying active while facing the fear of triggering a headache or migraine attack and the resilience it takes to keep pushing forward—a resilience that carried her through the challenging journey of finding a Chronic Migraine treatment plan that worked for her. Join Nora and Ivylis as they explore the concept of “soft living,” a philosophy Ivylis embraces—staying active, listening to your body, and building trust in oneself. Click here for Product Information, including Boxed Warning and Medication Guide, or visit https://abbv.ie/prescribing_info See omnystudio.com/listener for privacy information.…

för ungefär ett år sedan 19:29

MP3•Episod hem

Original Air Date: January 25, 2025

"Money Talks," hosts Nick Antonucci, CVA, CEPA, Director of Research, and Managing Associates K.C. Smith, CFP®, CEPA, and D.J. Barker, CWS®, address an investor’s concern about the value a financial planner brings to the table. They explore how advisers provide personalized guidance, emotional support, and strategic planning that goes far beyond simply managing investments.

Read the Article: https://www.henssler.com/balancing-risk-reward-and-emotions-the-adviser-advantage

423 episoder

#Business News #Trading #Henssler #Investing #News #Money #Business #Personal Finances #Lifestyle #Henssler Financial #Financial #Wealth Management #Financial Planning #Tax #Stock #Wealth Preservation

Balancing Risk, Reward, and Emotions: The Adviser Advantage

Henssler Money Talks

91 subscribers

published för ungefär ett år sedan

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MP3•Episod hem

Original Air Date: January 25, 2025

Read the Article: https://www.henssler.com/balancing-risk-reward-and-emotions-the-adviser-advantage

423 episoder

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May 31, 2025: Disruption, Delinquencies & Data 1:03:36

för 3 dagar sedan1:03:36

1:03:36

Market futures surged from Wednesday night into Thursday morning after the Court of International Trade halted Trump’s tariffs—adding another twist to the ongoing trade policy saga. We explore how President Trump’s tariff threats and announcements have repeatedly sparked market volatility, often leading to sharp declines followed by rebounds when he backtracks or extends negotiation timelines. Our experts share insights on how to stay invested amid the noise and uncertainty. Nick also breaks down the latest economic data and NVIDIA’s earnings release before diving into a growing concern: the student loan debt crisis. After not being required to make loan payments for nearly half a decade, over 4 million borrowers are now in late-stage delinquency since repayment was reinstated. Borrowers are facing serious consequences like wage garnishment and withheld federal tax refunds, and Social Security payments. As the federal government ramps up collection efforts, many companies are stepping in with new benefits to help employees manage and repay their student loans. To close out the episode, we examine the rise of artificial intelligence in the financial services industry. While AI could bring greater efficiency, it also introduces new risks related to privacy and cybersecurity. Could investors one day be onboarded by an adviser’s AI assistant? It’s possible—but the value of personal relationships and human guidance remains irreplaceable. 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, a seasoned communicator and host, on Henssler Money Talks as they explore key financial strategies to help investors navigate market uncertainty. Henssler Money Talks — May 31, 2025 | Season 39, Episode 22 Timestamps and Chapters 5:33: Reciprocal Tariffs Shot Down 14:43: Nvidia Earnings, New Home Sales, Durable Goods, Consumer Confidence 22:19: How Do You Make Investment Decisions Through the Noise? 31:31: Student Loan Squeeze 45:42: AI’s Growing Influence on Financial Planning Follow Henssler: Facebook: https://www.facebook.com/HensslerFinancial/ YouTube: https://www.youtube.com/c/HensslerFinancial LinkedIn: https://www.linkedin.com/company/henssler-financial/ Instagram: https://www.instagram.com/hensslerfinancial/ TikTok: https://www.tiktok.com/@hensslerfinancial?lang=en X: https://www.x.com/hensslergroup “Henssler Money Talks” is brought to you by Henssler Financial. Sign up for the Money Talks Newsletter: https://www.henssler.com/newsletters/…

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Safer on Paper: Is Microsoft Safer Than Uncle Sam? 6:55

för 7 dagar sedan6:55

6:55

On May 16, after the market closed, Moody’s became the third major credit rating agency to downgrade the U.S. government’s debt rating. The cut comes at a time when global confidence in U.S. debt is wavering, and Congress is debating a tax bill that could further increase the national debt. We examine what this downgrade means and whether it reflects actual investment risk. Original Air Date: May 24, 2025 Read the Article: https://www.henssler.com/safer-on-paper-is-microsoft-safer-than-uncle-sam…

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May 24, 2025: Retail Investors, Tax Bills, and Triple Tax Tricks 59:45

för 10 dagar sedan59:45

59:45

Did you know that the median retail investor spends only six minutes researching a stock before buying it? Most of that time is spent staring at a price chart—often just the current day’s movement. Nick compares the limited “research” many individual investors conduct to the extensive analysis performed by Henssler’s research analysts. K.C. then takes a closer look at the “One Big Beautiful Bill” that passed the House of Representatives just hours before we recorded. We discuss the revised State and Local Tax (SALT) deduction cap, the increased Child Tax Credit, and the proposed tax break on tip income. While the bill’s fate in the Senate remains uncertain, it appears that many of Trump’s 2017 tax cuts may be extended. Last Friday, after the market closed, Moody’s became the third major credit rating agency to downgrade the U.S. government’s debt rating. The cut comes at a time when global confidence in U.S. debt is wavering, and Congress is debating a tax bill that could further increase the national debt. We examine what this downgrade means and whether it reflects actual investment risk. After the break, D.J. breaks down Health Savings Accounts (HSAs) and explains why they’re one of the most powerful tools for saving money—thanks to their unique triple tax benefit. While many people use HSAs to pay for health-care expenses as they arise, there are compelling advantages to covering those costs from other funds and allowing the HSA to accumulate, benefiting from tax-deferred growth over time. 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, a seasoned communicator and host, on Henssler Money Talks as they explore key financial strategies to help investors navigate market uncertainty. Henssler Money Talks — May 24, 2025 | Season 39, Episode 21 Timestamps and Chapters 4:38: Impulse Investors 26:31: House Approves One Big Beautiful Bill 33:06: Moody’s Downgrade 39:50: Economic News 45:37: HSAs: Triple Tax Benefit Follow Henssler: Facebook: https://www.facebook.com/HensslerFinancial/ YouTube: https://www.youtube.com/c/HensslerFinancial LinkedIn: https://www.linkedin.com/company/henssler-financial/ Instagram: https://www.instagram.com/hensslerfinancial/ TikTok: https://www.tiktok.com/@hensslerfinancial?lang=en X: https://www.x.com/hensslergroup “Henssler Money Talks” is brought to you by Henssler Financial. Sign up for the Money Talks Newsletter: https://www.henssler.com/newsletters/…

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Electric Utilities and AI: Tactical Opportunity or Market Timing? 8:44

för 14 dagar sedan8:44

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“Henssler Money Talks” hosts Nick Antonucci, CVA, CEPA, K.C. Smith, CFP®, CEPA, and D.J. Barker, CWS®, consider how artificial intelligence is transforming industries—and if the electric utility sector is next? As data centers power the future, utilities may see rising demand and revenue. But is this a strategic move or just market timing in disguise? Original Air Date: May 17, 2025 Read the Article: https://www.henssler.com/electric-utilities-and-ai-strategic-opportunity-or-market-timing…

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May 17, 2025: Deals, Discounts, and Data Demands 1:02:04

för 17 dagar sedan1:02:04

1:02:04

We kick off with the latest developments in U.S.–China trade talks. The government just cut tariffs by 115%, effectively returning us to the original 30% rate where this economic game of chicken began. Is this The Art of the Deal in action—persistence, bluffing, and pushing boundaries to secure favorable “deals”? Next, AMC is trying to lure movie buffs back to theaters with half-price tickets on Wednesdays—just in time for the summer blockbuster season. We dive into the state of the cinema industry, how box office performance stacks up against broader consumer spending trends, and whether COVID has permanently changed how we watch movies. After the break, we explore the question: Does the energy demand of AI make electric utilities a potential investment play? One investor wonders if AI is a boon for individual electric companies—or if the better move is gaining exposure through a sector fund or ETF. Circling back to Trump-style deals, we examine what Republicans are proposing for the 2025 tax package—including a tax exemption for tipped income, an income tax carve-out for overtime pay, and a potential increase in the SALT deduction. To wrap up, we tackle the persistent lack of transparency in medical billing—particularly timely as UnitedHealth Group faces a federal investigation into Medicare fraud. 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, a seasoned communicator and host, on Henssler Money Talks as they explore key financial strategies to help investors navigate market uncertainty. Henssler Money Talks — May 17, 2025 | Season 39, Episode 20 Timestamps and Chapters 5:49: Art of the Trade Deal 15:58: AMC’s Curtain Call 32:35: AI’s Power Play 39:13: Tax Free Tips 45:53: The Cost of Care Follow Henssler: Facebook: https://www.facebook.com/HensslerFinancial/ YouTube: https://www.youtube.com/c/HensslerFinancial LinkedIn: https://www.linkedin.com/company/henssler-financial/ Instagram: https://www.instagram.com/hensslerfinancial/ TikTok: https://www.tiktok.com/@hensslerfinancial?lang=en X: https://www.x.com/hensslergroup “Henssler Money Talks” is brought to you by Henssler Financial. Sign up for the Money Talks Newsletter: https://www.henssler.com/newsletters/…

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Retirement with a Road Map: The Role of a Financial Adviser 27:50

för 21 dagar sedan27:50

27:50

We explore what it really means to work with a financial adviser in retirement—going beyond investments to examine every aspect of your financial life. From rolling over your 401(k) to building a personalized plan that aligns with your goals and risk capacity, it’s a deep dive that compares to a financial root canal—but one that can set you up for long-term confidence and clarity. Original Air Date: May 10, 2025 Read the Article: https://www.henssler.com/retirement-with-a-roadmap-the-role-of-a-financial-adviser…

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May 10, 2025: Rollovers, Dollar-Cost Averaging, and Chasing Yields—Let’s Talk Strategy 52:58

för 24 dagar sedan52:58

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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, a seasoned communicator and host, 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 Follow Henssler: Facebook: https://www.facebook.com/HensslerFinancial/ YouTube: https://www.youtube.com/c/HensslerFinancial LinkedIn: https://www.linkedin.com/company/henssler-financial/ Instagram: https://www.instagram.com/hensslerfinancial/ TikTok: https://www.tiktok.com/@hensslerfinancial?lang=en X: https://www.x.com/hensslergroup “Henssler Money Talks” is brought to you by Henssler Financial. Sign up for the Money Talks Newsletter: https://www.henssler.com/newsletters/…

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Why are investors excited about a P/E of 24? 18:53

för 28 dagar sedan18:53

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We’re breaking down the price-to-earnings ratio—one of the most popular ways investors try to gauge if a stock is a good buy. Join hosts Nick Antonucci, CVA, CEPA, Director of Research, and Managing Associates K.C. Smith, CFP®, CEPA, and D.J. Barker, CWS®, as they explain that P/E isn’t a silver bullet; interest rates, earnings growth, and market dynamics all play a big role in what that number really means. Original Air Date: May 3, 2025 Read the Article: https://www.henssler.com/valuing-stocks-in-a-changing-market-the-role-of-p-e-ratios-in-2025…

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May 3, 2025 - From Market Metrics to Retirement Moves: P/E Ratios, Gold, and RMDs 1:01:30

för 4 weeks sedan1:01:30

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In this week’s market discussion, we kick things off with listener questions on historical price-to-earnings (P/E) ratios—specifically, whether there are “new norms” for determining if a stock is overvalued—and how the rise in gold over the past 50 years compares to major stock indices. We also cover the recent market volatility and the factors driving investor sentiment, examining both hard data like the first estimate of first-quarter GDP and soft data such as consumer confidence. We wrap up with a review of key economic reports to assess the broader economic outlook. After the break, our financial experts walk through three real-world scenarios involving required minimum distributions (RMDs). From retirees who don’t need the income to those who rely on RMDs to fund living expenses, we explore strategic approaches to managing these mandatory withdrawals. Whether you're looking to reduce taxes, preserve assets, or align your RMDs with your overall financial goals, our planners offer practical advice for common situations. 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 3, 2025 | Season 39, Episode 18 Timestamps and Chapters 6:45: Why are Investors excited about a P/E of 24? 24:17: Comparing the rise in gold to the major indices from 1971—2025 30:40: Economic Data: GDP, Consumer Sentiment, Earnings 40:21: Navigating Required Minimum Distributions (RMDs) Follow Henssler: Facebook: https://www.facebook.com/HensslerFinancial/ YouTube: https://www.youtube.com/c/HensslerFinancial LinkedIn: https://www.linkedin.com/company/henssler-financial/ Instagram: https://www.instagram.com/hensslerfinancial/ TikTok: https://www.tiktok.com/@hensslerfinancial?lang=en X: https://www.x.com/hensslergroup “Henssler Money Talks” is brought to you by Henssler Financial. Sign up for the Money Talks Newsletter: https://www.henssler.com/newsletters/…

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Are Parents Becoming Their Adult Kids' ATM? 24:18

för 5 weeks sedan24:18

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Nearly half of U.S. parents are still footing the bill for Gen Z and millennials—shelling out an average of $1,500 a month. Join hosts Nick Antonucci, CVA, CEPA, Director of Research, and Managing Associates K.C. Smith, CFP®, CEPA, and D.J. Barker, CWS®, as they unpack the latest data, explore why working-age Gen Z is receiving the most support, and ask: How is it impacting parents’ annual spending and financial plans? Original Air Date: April 26, 2025 Read the Article: https://www.henssler.com/financial-support-for-adult-children-a-hidden-drain-on-retirement-savings…

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April 26, 2025: Cash-Flow Crunch: When Parents Pay and Wallets Still Feel Empty 47:16

för 5 weeks sedan47:16

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Nearly half of U.S. parents are still footing the bill for Gen Z and Millennials—shelling out an average of $1,500 a month. We’ll unpack the latest data, explore why working-age Gen Z is receiving the most support, and ask: How is it impacting parents’ annual spending and financial plans? Piggybacking off of supporting your adult children, we’re also diving into the disconnect between record-breaking wealth and the everyday financial stress so many Americans still feel. From booming 401(k)s and soaring home equity to empty checking accounts and rising costs, we’ll explore why the numbers on paper don’t match the mood in the streets. 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 — April 26, 2025 | Season 39, Episode 17 Timestamps and Chapters 5:07: Are Parents Becoming Their Adult Kids' ATM? 29:19: America is Wealthier Than Ever—But Why Doesn’t It Feel Like It? Follow Henssler: Facebook: https://www.facebook.com/HensslerFinancial/ YouTube: https://www.youtube.com/c/HensslerFinancial LinkedIn: https://www.linkedin.com/company/henssler-financial/ Instagram: https://www.instagram.com/hensslerfinancial/ TikTok: https://www.tiktok.com/@hensslerfinancial?lang=en X: https://www.x.com/hensslergroup “Henssler Money Talks” is brought to you by Henssler Financial. Sign up for the Money Talks Newsletter: https://www.henssler.com/newsletters/…

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Financial Lessons from NCAA and NIL Agreements 23:42

för 6 weeks sedan23:42

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Nick Antonucci, CVA, CEPA, and D.J. Barker, CWS®, join K.C. Smith, CFP®, CEPA, who brings together his two favorite topics: college sports and finance. Nico Iamaleava was essentially forced off the University of Tennessee’s football team over a dispute tied to an NIL agreement. He potentially lost millions before ever seeing a dime—which begs the question: what kind of financial advice was he getting? We explore why having the right team around you—financially and personally—is more important than ever. Whether you're an athlete, a business owner, or just trying to make smart money moves, this conversation matters.…

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April 19, 2025: The Cost of Chasing Headlines—In Markets and College Sports 1:00:44

för 6 weeks sedan1:00:44

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With tariff headlines changing by the day, it's tempting to react—but that could be a costly mistake. We’ll break down why chasing policy noise is a fool’s game, why our stance at Henssler remains grounded in facts not forecasts, and how our Henssler Ten Year Rule is designed to help you ride out this kind of manufactured volatility. Despite ongoing uncertainty and speculation about a potential slowdown, the hard economic data remains resilient. We break down the latest economic reports, including the Consumer Price Index, the Federal Reserve’s March meeting minutes, the Producer Price Index, and recent consumer sentiment readings. After the break, K.C. brings together his two favorite topics: college sports and finance. Nico Iamaleava was essentially forced off the University of Tennessee’s football team over a dispute tied to an NIL agreement. He potentially lost millions before ever seeing a dime—which begs the question: what kind of financial advice was he getting? We explore why having the right team around you—financially and personally—is more important than ever. Whether you're an athlete, a business owner, or just trying to make smart money moves, this conversation matters. 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 — April 19, 2025 | Season 39, Episode 16 Timestamps and Chapters 3:02: Chasing Policy Noise is a Fool’s Game 21:57: Market Update: CPI, Fed Minutes, PPI, and Consumer Sentiment 37:18: Financial Lessons from NCAA and NIL Agreements Follow Henssler: Facebook: https://www.facebook.com/HensslerFinancial/ YouTube: https://www.youtube.com/c/HensslerFinancial LinkedIn: https://www.linkedin.com/company/henssler-financial/ Instagram: https://www.instagram.com/hensslerfinancial/ TikTok: https://www.tiktok.com/@hensslerfinancial?lang=en X: https://www.x.com/hensslergroup “Henssler Money Talks” is brought to you by Henssler Financial. Sign up for the Money Talks Newsletter: https://www.henssler.com/newsletters/…

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April 12, 2025: Can You Fund Your Retirement by Selling Air Jordans? 39:49

för 7 weeks sedan39:49

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Can you fund your retirement by selling Air Jordans? We learned that Hermès Birkin bags have averaged an annual increase in value of 14.2%, outperforming the S&P 500—but are they truly investments? Investors often view illiquid assets positively because they’re tangible, whereas stock investments can be up one minute and down the next. We explore the world of alternative investments in collectibles, including designer handbags, sneakers, cars, fine art, baseball cards, and more. Should these luxury items be part of your portfolio? A financial adviser can help you see the full picture, taking into account your tax situation and other assets that may be put to better use. Henssler Money Talks — April 12, 2025 | Season 39, Episode 15 Follow Henssler: Facebook: https://www.facebook.com/HensslerFinancial/ YouTube: https://www.youtube.com/c/HensslerFinancial LinkedIn: https://www.linkedin.com/company/henssler-financial/ Instagram: https://www.instagram.com/hensslerfinancial/ TikTok: https://www.tiktok.com/@hensslerfinancial?lang=en X: https://www.x.com/hensslergroup “Henssler Money Talks” is brought to you by Henssler Financial. Sign up for the Money Talks Newsletter: https://www.henssler.com/newsletters/…

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April 12, 2025: The Third Best Day in History 41:52

för 7 weeks sedan41:52

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It has been a wild ride in the markets since “Liberation Day.” With global reactions to Trump’s aggressive tariff plan, intraday swings ranging from 2% to 10%, and a surprise 90-day suspension of tariffs, the volatility is far from over. In this episode, we discuss Trump’s escalating trade war with China, the massive moves in the bond markets, what we're hearing from companies ahead of earnings season, and how the Henssler Ten Year Rule helped keep investors in the market during the tariff turmoil. However, if you're experiencing market fatigue after tracking every move all week, we also have a lighter episode we’re publishing this week where we explore the returns from buying and selling collectibles—and whether you can beat the S&P. 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 — April 12, 2025 | Season 39, Episode 15 Follow Henssler: Facebook: https://www.facebook.com/HensslerFinancial/ YouTube: https://www.youtube.com/c/HensslerFinancial LinkedIn: https://www.linkedin.com/company/henssler-financial/ Instagram: https://www.instagram.com/hensslerfinancial/ TikTok: https://www.tiktok.com/@hensslerfinancial?lang=en X: https://www.x.com/hensslergroup “Henssler Money Talks” is brought to you by Henssler Financial. Sign up for the Money Talks Newsletter: https://www.henssler.com/newsletters/…

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Portfolio Construction and Diversification 18:44

för 8 weeks sedan18:44

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Special guest Jacob Keen, CFA, Henssler’s Director of Investments, joins Nick Antonucci, CVA, CEPA, Director of Research, and Managing Associates K.C. Smith, CFP®, CEPA, and D.J. Barker, CWS®, to take a deep dive into Henssler’s portfolio strategy, explaining how diversification plays a crucial role in managing risk. Original Air Date: April 5, 2025 Read the Article: https://www.henssler.com/building-a-resilient-portfolio-the-case-for-diversification…

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Henssler Money Talks - April 5, 2025 1:08:53

för 8 weeks sedan1:08:53

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In this episode, we dive into Trump’s proclaimed ‘Liberation Day,’ a bold move that slapped tariffs ranging from 10% to 90% on key imports—aimed at reshaping trade relationships, addressing imbalances, and bolstering domestic manufacturing. Joining us is special guest Jacob Keen, CFA, Henssler’s Director of Investments, who not only unpacks the potential market impact of these tariffs but also takes us inside Henssler’s portfolio strategy, explaining how diversification plays a crucial role in managing risk. After the break, we continue the conversation, exploring the broader economic implications of these tariffs and what they could mean for businesses, investors, and consumers in the months ahead. 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 — April 5, 2025 | Season 39, Episode 14 Timestamps and Chapters 3:35: Liberation Day: Reciprocal Tariffs and Trade Policy 24:28: Portfolio Construction and Diversification 42:30 Broad Economic Implications of Tariffs Follow Henssler: Facebook: https://www.facebook.com/HensslerFinancial/ YouTube: https://www.youtube.com/c/HensslerFinancial LinkedIn: https://www.linkedin.com/company/henssler-financial/ Instagram: https://www.instagram.com/hensslerfinancial/ TikTok: https://www.tiktok.com/@hensslerfinancial?lang=en X: https://www.x.com/hensslergroup “Henssler Money Talks” is brought to you by Henssler Financial. Sign up for the Money Talks Newsletter: https://www.henssler.com/newsletters/…

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The New Tariff Buzzword: Uncertainty 13:57

för 9 weeks sedan13:57

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Watching the tariff war shift from day to day can give investors whiplash. On Henssler Money Talks, Nick Antonucci, CVA, CEPA, Director of Research, along with Managing Associates K.C. Smith, CFP®, CEPA, and D.J. Barker, CWS®, discuss what tariffs are, their potential impact on businesses and consumers, and the administration’s broader economic strategy. Are tariffs simply a tax on consumers, or are they a tool to encourage domestic production and strengthen the economy? Original Air Date: March 29, 2025 Read the Article: https://www.henssler.com/understanding-tariffs-costs-consequences-and-the-bigger-picture…

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Henssler Money Talks - March 29, 2025 1:00:43

för 9 weeks sedan1:00:43

1:00:43

Is Your Genetic Makeup for Sale? 23andMe has filed for Chapter 11 bankruptcy, and customers are flocking to the site to delete their data. However, the company says it won't change how it protects customer information. But what happens if someone buys the company? How much of your data is out there? We explore how to protect your personal information, from Social Security numbers to investment accounts. How Much Security is Too Much Security? You've taken steps to protect your personal data, but what happens when you're gone? Will your significant other be able to access your accounts if something happens to you? We examine everything from knowing where your money is to why it’s crucial for a spouse who isn't involved in the finances to establish a relationship with your team of trusted professionals—including your financial adviser, estate planning attorney, accountant, and insurance agent. This way, both spouses can ensure their adviser has a comprehensive understanding of their needs and goals. When the time comes, the surviving spouse will have someone in their corner to offer guidance. The New Tariff Buzzword: Uncertainty. Watching the tariff war shift from day to day can give investors whiplash. We delve into the week's market movements, the latest tariff news, and the administration’s overarching goals. Are tariffs a tax on consumers or a tool to balance the budget? Henssler Money Talks — March 29, 2025 | Season 39, Episode 13 Timestamps and Chapters 7:03: Is Your Genetic Makeup for Sale? 25:59: How Much Security is Too Much Security? 42:54: The New Tariff Buzzword: Uncertainty 52:39: Muted Returns, Final Fourth Quarter GDP, and Looking Ahead Follow Henssler: Facebook: https://www.facebook.com/HensslerFinancial/ YouTube: https://www.youtube.com/c/HensslerFinancial LinkedIn: https://www.linkedin.com/company/henssler-financial/ Instagram: https://www.instagram.com/hensslerfinancial/ TikTok: https://www.tiktok.com/@hensslerfinancial?lang=en X: https://www.x.com/hensslergroup “Henssler Money Talks” is brought to you by Henssler Financial. Sign up for the Money Talks Newsletter: https://www.henssler.com/newsletters/…

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The Henssler Ten Year Rule 16:21

för 10 weeks sedan16:21

16:21

Imagine being relatively confident that when you need to sell your investments for liquidity, the market would be up! On “ Henssler Money Talks, ” Nick Antonucci, CVA, CEPA, Director of Research, and Managing Associates K.C. Smith, CFP®, CEPA, and D.J. Barker, CWS®, explain our Henssler Ten Year Rule strategy, which allows investors to stay invested in the market through thick and thin. By securing 10 years of liquidity in fixed-income investments, investors can avoid selling stocks at a loss and give their portfolio time to recover, thus waiting out a down market. Original Air Date: March 22, 2025 Read the Article: https://www.henssler.com/10-years-10-returns-the-strategy-that-outlasts-most-market-cycles…

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Henssler Money Talks - March 22, 2025 1:09:52

för 10 weeks sedan1:09:52

1:09:52

We start with a detailed breakdown of the Henssler Ten Year Rule, explaining how it allows investors to weather downturns without selling equities. Then, we break down the latest market volatility, how inflation uncertainty is affecting the Producer Price Index and consumer Sentiment, and the Federal Reserve’s decision to maintain monetary policy. In light of the recent volatility, we address the importance of diversification—across sectors, market capitalizations, domestic and international investments, and even tax structures—to help smooth volatility risk. After the break, we examine the impact of increasing longevity on financial planning, including the possibility that someday retirees may still have parents and even grandparents in retirement, reshaping how wealth transfers across generations. 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 — March 22, 2025 | Season 39, Episode 12 Timestamps and Chapters 12:30: The Henssler Ten Year Rule 27:16: Market Roundup: Strong Economy Despite Falling Consumer Confidence 38:12: Diversification 53:12: Centenarians and Financial Planning Follow Henssler: Facebook: https://www.facebook.com/HensslerFinancial/ YouTube: https://www.youtube.com/c/HensslerFinancial LinkedIn: https://www.linkedin.com/company/henssler-financial/ Instagram: https://www.instagram.com/hensslerfinancial/ TikTok: https://www.tiktok.com/@hensslerfinancial?lang=en X: https://www.x.com/hensslergroup “Henssler Money Talks” is brought to you by Henssler Financial. Sign up for the Money Talks Newsletter: https://www.henssler.com/newsletters/…

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Thematic Investing: Where Are They Now? 16:33

för 11 weeks sedan16:33

16:33

Original Air Date: March 15, 2025 From AI to GameStop to marijuana stocks, thematic investing has driven some of the hottest market trends in the last five years—but are these themes still delivering? The “Henssler Money Talks” show hosts Nick Antonucci, CVA, CEPA, Director of Research, and Managing Associates K.C. Smith, CFP®, CEPA, and D.J. Barker, CWS®, look back at the biggest investment fads, how they’ve performed, and what investors can learn from the hype cycles. Read the Article: https://www.henssler.com/hot-trends-or-lasting-value-the-truth-about-thematic-investing…

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Henssler Money Talks — March 15, 2025 1:07:30

för 11 weeks sedan1:07:30

1:07:30

Henssler Money Talks — March 15, 2025 Season 39, Episode 11 This week on "Henssler Money Talks," show hosts Nick Antonucci, CVA, CEPA, Director of Research, and Managing Associates K.C. Smith, CFP®, CEPA, and D.J. Barker, CWS®, discuss the subscription economy, what services we’re using and their perceived value, and how price hikes could change consumer habits. From AI to GameStop to marijuana stocks, thematic investing has driven some of the hottest market trends in the last five years—but are these themes still delivering? We’re looking back at the biggest investment fads, how they’ve performed, and what investors can learn from the hype cycles. After the break, the hosts discuss the lower-than-expected inflation data from the Consumer Price and Producer Price indices, the market’s uncertainty around tariff threats, and what these factors could mean for the likelihood of a recession. Timestamps and Chapters 5:42: The Subscription Trap 34:10: Thematic Investing: Where Are They Now? 50:211: Inflation Data, Tariffs, and Recession Follow Henssler: Facebook: https://www.facebook.com/HensslerFinancial/ YouTube: https://www.youtube.com/c/HensslerFinancial LinkedIn: https://www.linkedin.com/company/henssler-financial/ Instagram: https://www.instagram.com/hensslerfinancial/ TikTok: https://www.tiktok.com/@hensslerfinancial?lang=en X: https://www.x.com/hensslergroup “Money Talks” is brought to you by Henssler Financial.…

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Market Volatility, Emotions, and Your Financial Plan 20:07

för 12 weeks sedan20:07

20:07

Original Air Date: March 8, 2025 The “Henssler Money Talks” show hosts Nick Antonucci, CVA, CEPA, Director of Research, and Managing Associates K.C. Smith, CFP®, CEPA, and D.J. Barker, CWS®, discuss the market’s volatility. Despite only being down 5% from the all-time high, many investors want to pull back their equity exposure as emotions are driving their decision-making. We'll break down recency bias from the past two stellar market years and why short-term swings shouldn’t dictate long-term strategy. We look at how the Henssler Ten Year Rule helps in these market conditions and why investing in high quality companies can make a difference. Read the Article: https://www.henssler.com/riding-out-the-storm-how-to-handle-market-declines…

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Henssler Money Talks - March 8, 2025 54:27

för 12 weeks sedan54:27

54:27

Henssler Money Talks — March 8, 2025 Season 39, Episode 10 This week on "Henssler Money Talks," show hosts Nick Antonucci, CVA, CEPA, Director of Research, and Managing Associates K.C. Smith, CFP®, CEPA, and D.J. Barker, CWS®, discuss the market’s volatility. Despite only being down 5% from the all-time high, many investors want to pull back their equity exposure as emotions are driving their decision-making. We'll break down recency bias from the past two stellar market years and why short-term swings shouldn’t dictate long-term strategy. We look at how the Henssler Ten Year Rule helps in these market conditions and why investing in high quality companies can make a difference. Focusing on specific sectors, the team considers a listener’s question on the growth opportunities in the Utilities sector and take a closer look at our recent portfolio realignment in the Energy sector. After the break, the hosts discuss how some major insurers, which are facing growing losses because of the California wildfires, are pulling back from insuring lavish homes, making it harder for homeowners to find coverage. We'll look at how this affects consumers, homeowners, landlords, and insurance holdings in the portfolio. Timestamps and Chapters 5:27: Market Volatility, Emotions, and Your Financial Plan 24:22: Sector Focus: Utilities and Energy 38:11: California Wildfires and the Insurance Industry Follow Henssler: Facebook: https://www.facebook.com/HensslerFinancial/ YouTube: https://www.youtube.com/c/HensslerFinancial LinkedIn: https://www.linkedin.com/company/henssler-financial/ Instagram: https://www.instagram.com/hensslerfinancial/ TikTok: https://www.tiktok.com/@hensslerfinancial?lang=en X: https://www.x.com/hensslergroup “Money Talks” is brought to you by Henssler Financial. Sign up for the Money Talks Newsletter: https://www.henssler.com/newsletters/…

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Should the U.S. Have a Sovereign Wealth Fund? 15:34

för 13 weeks sedan15:34

15:34

Original Air Date: March 1, 2025 The “Henssler Money Talks” show hosts Nick Antonucci, CVA, CEPA, Director of Research, and Managing Associates K.C. Smith, CFP®, CEPA, and D.J. Barker, CWS®, explore the idea circulating in Washington of creating a Sovereign Wealth Fund for the United States. They examine the potential benefits and drawbacks, including how such a fund could support infrastructure development for key industries like semiconductors and artificial intelligence, as well as concerns that politically driven investments could distort market valuations. Read the Article: https://www.henssler.com/the-personal-finance-lessons-behind-americas-sovereign-wealth-fund-debate…

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Henssler Money Talks — March 1, 2025 1:00:14

för 13 weeks sedan1:00:14

1:00:14

Henssler Money Talks — March 1, 2025 Season 39, Episode 9 This week on "Henssler Money Talks," show hosts Nick Antonucci, CVA, CEPA, Director of Research, and Managing Associates K.C. Smith, CFP®, CEPA, and D.J. Barker, CWS®, discuss the week’s major news, including Nvidia’s earnings, consumer sentiment, and the latest cost-cutting measures from the Department of Government Efficiency. The team also explores the idea circulating in Washington of creating a Sovereign Wealth Fund for the United States. They examine the potential benefits and drawbacks, including how such a fund could support infrastructure development for key industries like semiconductors and artificial intelligence, as well as concerns that politically driven investments could distort market valuations. After the break, the hosts dive into tipping culture in the service industry, discussing how businesses have integrated digital ordering and payment systems with pre-set tip suggestions—often higher than what customers were traditionally accustomed to. Timestamps and Chapters 5:12: Nvidia Earnings, Consumer Sentiment, DOGE Committee 26:28: Should the U.S. Have a Sovereign Wealth Fund? 41:46: Tipping and the Services Sector Follow Henssler: Facebook: https://www.facebook.com/HensslerFinancial/ YouTube: https://www.youtube.com/c/HensslerFinancial LinkedIn: https://www.linkedin.com/company/henssler-financial/ Instagram: https://www.instagram.com/hensslerfinancial/ TikTok: https://www.tiktok.com/@hensslerfinancial?lang=en X: https://www.x.com/hensslergroup “Money Talks” is brought to you by Henssler Financial. Sign up for the Money Talks Newsletter: https://www.henssler.com/newsletters/…

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Punt Taxes or Pay Taxes 19:12

för 14 weeks sedan19:12

19:12

Original Air Date: February 22, 2025 The “Henssler Money Talks,” show hosts Nick Antonucci, CVA, CEPA, Director of Research, and Managing Associates K.C. Smith, CFP®, CEPA, and D.J. Barker, CWS®, welcome Matthew Reed, CPA/ABV, a Tax Director with Henssler CPAs & Advisers, to join them in a strategy session about investors facing a key tax decision. They could either delay paying taxes until they withdrew their required minimum distributions—potentially resulting in higher lifetime taxes—or pay taxes now by converting funds to a Roth IRA, thereby reducing their lifetime tax liability and potentially increasing their overall portfolio growth. Read the Article: https://www.henssler.com/pay-now-save-later-a-case-for-roth-conversions-in-retirement…

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Henssler Money Talks - February 22, 2025 1:00:48

för 14 weeks sedan1:00:48

1:00:48

Henssler Money Talks — February 22, 2025 Season 39, Episode 8 This week on "Henssler Money Talks," show hosts Nick Antonucci, CVA, CEPA, Director of Research, and Managing Associates K.C. Smith, CFP®, CEPA, and D.J. Barker, CWS®, welcome Matthew Reed, CPA/ABV, a Tax Director with Henssler CPAs & Advisers, to discuss the benefits of having your financial adviser and CPA collaborate throughout the year to effectively manage your tax situation. The hosts and Matthew also break down a strategy session that K.C. and Matthew conducted for clients facing a key tax decision. The investors could either delay paying taxes until they withdraw their required minimum distributions—potentially resulting in higher lifetime taxes—or pay taxes now by converting funds to a Roth IRA, thereby reducing their lifetime tax liability and potentially increasing their overall portfolio growth. Timestamps and Chapters 5:50: Market Returns, Earnings Season, and Fed Minutes 15:54: Financial and Tax Advisers: Working in Concert 37:14: Punt Taxes or Pay Taxes 54:25: Future of the Tax Cuts and Jobs Act Follow Henssler: Facebook: https://www.facebook.com/HensslerFinancial/ YouTube: https://www.youtube.com/c/HensslerFinancial LinkedIn: https://www.linkedin.com/company/henssler-financial/ Instagram: https://www.instagram.com/hensslerfinancial/ TikTok: https://www.tiktok.com/@hensslerfinancial?lang=en X: https://www.x.com/hensslergroup “Money Talks” is brought to you by Henssler Financial. Sign up for the Money Talks Newsletter: https://www.henssler.com/newsletters/…

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Should You Take Your RMD Early in the Year? 8:13

för 15 weeks sedan8:13

8:13

Original Air Date: February 15, 2025 The “Henssler Money Talks” show hosts Nick Antonucci, CVA, CEPA, Director of Research, and Managing Associates K.C. Smith, CFP®, CEPA, and D.J. Barker, CWS®, answered key questions from seniors about required minimum distributions (RMDs)—specifically, whether it's better to take them at the beginning of the year, spread them out over time, or wait until year-end. Read the Article: https://www.henssler.com/the-best-time-to-take-your-rmd-it-depends-on-your-goals…

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