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The Head Start: Embracing the Journey

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We’ve all had a moment where we arrived at the grocery store and can’t remember passing any of the stoplights along the way. We’re halfway down an aisle and scrambling to remember what we even needed. Our mind is in overdrive trying to sort through our ever-growing to-do list. We’ve been there when just making it through the next task is hard. But the normal stresses of life aren’t the only thing YOU have to deal with. Nora McInerny hosts The Head Start: Embracing the Journey, a new podcast from iHeartRadio and AbbVie, a space to share open and honest conversations acknowledging the struggles we all face, while leaning into the hope and optimism we all share. We’ll hear from doctors, experts, and everyday people who will be sharing their experiences, migraine coping strategies, and major wins, all while building a community of support around an invisible disease that makes every day uncertain: Chronic Migraine. Click here for Product Information, including Boxed Warning and Medication Guide, or visit https://bit.ly/3BlbaHG

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Case Study: Preparing Your Spouse Financially for your Death

för ungefär ett år sedan 13:40

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Innehåll tillhandahållet av Henssler Financial. Allt poddinnehåll inklusive avsnitt, grafik och podcastbeskrivningar laddas upp och tillhandahålls direkt av Henssler Financial eller deras podcastplattformspartner. Om du tror att någon använder ditt upphovsrättsskyddade verk utan din tillåtelse kan du följa processen som beskrivs här https://sv.player.fm/legal.

Original Air Date: September 21, 2024
Research Analyst Nick Antonucci, CVA, CEPA is joined by Managing Associate D.J. Barker, CWS®, and Associate Josh Weidie, CFP®, CWS® provide advice for a couple preparing for one spouse to die. They cover the importance of using a records organizer, titling accounts, Powers of Attorney, and including the spouse in meetings with their trusted advisers.

Read the Article: https://www.henssler.com/avoid-financial-isolation-a-plan-for-surviving-spouses

… continue reading

423 episoder

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

Henssler Money Talks

Henssler Money Talks podcast artwork

Case Study: Preparing Your Spouse Financially for your Death

Henssler Money Talks

91 subscribers

published för ungefär ett år sedan

Dela

MP3•Episod hem

Innehåll tillhandahållet av Henssler Financial. Allt poddinnehåll inklusive avsnitt, grafik och podcastbeskrivningar laddas upp och tillhandahålls direkt av Henssler Financial eller deras podcastplattformspartner. Om du tror att någon använder ditt upphovsrättsskyddade verk utan din tillåtelse kan du följa processen som beskrivs här https://sv.player.fm/legal.

Original Air Date: September 21, 2024
Research Analyst Nick Antonucci, CVA, CEPA is joined by Managing Associate D.J. Barker, CWS®, and Associate Josh Weidie, CFP®, CWS® provide advice for a couple preparing for one spouse to die. They cover the importance of using a records organizer, titling accounts, Powers of Attorney, and including the spouse in meetings with their trusted advisers.

Read the Article: https://www.henssler.com/avoid-financial-isolation-a-plan-for-surviving-spouses

… continue reading

423 episoder

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

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Henssler Money Talks

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

för 3 dagar sedan1:03:36

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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

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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

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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

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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

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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

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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

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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

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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

1:08:53

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

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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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Henssler Money Talks - February 15, 2025 59:15

för 15 weeks sedan59:15

59:15

Henssler Money Talks — February 15, 2025 Season 39, Episode 7 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®, examined the impact of reciprocal tariffs on Consumer Sentiment. They also reviewed the latest earnings reports and the most recent Consumer Price Index reading. The team 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. After the break, the advisers discussed Trump’s directive for the U.S. Treasury to stop producing new pennies, exploring the potential economic effects of eliminating the one-cent coin. They also provided insights into the rise of "buy now, pay later" services and how banks will be able to integrate short-term financing options into their existing debit programs. Timestamps and Chapters 11:10: Consumer Sentiment and CPI 24:15: Should You Take Your RMD Early in the Year? 32:11: No New Pennies and a Cashless Society 45:31: Expanding Reach of “Buy Now, Pay Later” Services 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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Relationship Investment Scams 17:18

för 16 weeks sedan17:18

17:18

Original Air Date: February 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 relationship investment scams, offering advice on warning signs to watch for and how working with a trusted financial adviser can help protect against these and other financial threats. Read the Article: https://www.henssler.com/the-hidden-perks-of-a-financial-adviser-spotting-scams-before-they-happen…

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Henssler Money Talks - February 8, 2025 55:58

för 16 weeks sedan55:58

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Henssler Money Talks — February 8, 2025 Season 39, Episode 6 This week on "Money Talks," show hosts Nick Antonucci, CVA, CEPA, Director of Research, and Managing Associates K.C. Smith, CFP®, CEPA, and D.J. Barker, CWS®, reviewed the week’s market movements in response to earnings announcements, new U.S. tariffs on Chinese goods, and China’s retaliatory tariffs on U.S. goods. The team shares insights on how investors should interpret market news when positioning their portfolios. The financial experts also take a closer look at the economics of the “Big Game,” analyzing its local financial impact, the cost of commercials, and consumer spending. Their discussion then shifts to sports betting, exploring the differences between gambling, meme coins, and legitimate investing for long-term financial security. After the break, the advisers discuss relationship investment scams, offering advice on warning signs to watch for and how working with a trusted financial adviser can help protect against these and other financial threats. Timestamps and Chapters 05:07: Earnings and Tariffs 15:25: Economics of the “Big Game” 24:03: The Differences between Gambling, Meme Coins, and Investing 38:40: Relationship Investment Scams 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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Making the Case for Selling Stocks 9:29

för 17 weeks sedan9:29

9:29

Original Air Date: February 1, 2025 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®, shed light on when and why investors should consider selling their stocks. When a market disruptor shakes investor confidence, suddenly everyone is looking for the exit. Selling should be a strategic decision—not an emotional reaction. Read the Article: https://www.henssler.com/selling-stocks-in-a-booming-market-does-it-ever-make-sense…

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Henssler Money Talks — February 1, 2025 50:09

för 17 weeks sedan50:09

50:09

Henssler Money Talks — February 1, 2025 Season 39, Episode 5 This week on "Money Talks," show hosts Nick Antonucci, CVA, CEPA, Director of Research, and Managing Associates K.C. Smith, CFP®, CEPA, and D.J. Barker, CWS®, delved into the week’s market disruptor—DeepSeek, China’s latest entry into the artificial intelligence market. The team also shed light on when and why investors should consider selling their stocks. They touch on the Fed’s monetary policy meeting and how Millennials don’t consider themselves wealthy, despite their median wealth being more than 37% above expectations. Timestamps and Chapters 05:10: DeepSeek and Nvidia’s sell-off 23:14: Making the Case for Selling Stocks 34:44: Monetary Policy Meeting 39:15: Millennial Phantom Wealth 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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Balancing Risk, Reward, and Emotions: The Adviser Advantage 19:29

för 18 weeks sedan19:29

19:29

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…

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Henssler Money Talks — January 25, 2025 59:09

för 18 weeks sedan59:09

59:09

Henssler Money Talks — January 25, 2025 Season 39, Episode 4 This week on "Money Talks," show hosts Nick Antonucci, CVA, CEPA, Director of Research, and Managing Associates K.C. Smith, CFP®, CEPA, and D.J. Barker, CWS®, have no shortage of topics in a week that kicked off with the Presidential Inauguration. In addition to the market news, the hosts discuss the many executive orders that were signed and how they may affect investments. The financial experts also cover the trend of meme coins, cryptocurrency inspired by internet memes or trends. The team also addressed an investor’s concern about the value a financial planner brings to the table. Timestamps and Chapters 06:45: Market Roundup: Jan. 20 – Jan. 24, 2025 14:58: Presidential Inauguration and Executive Orders 25:01: Cryptocurrency and Meme Coins 39:40: The Value of a Financial Planner 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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Financial Independence, Retire Early 15:21

för 19 weeks sedan15:21

15:21

Original Air Date: January 18, 2025 Director of Research Nick Antonucci, CVA, CEPA, and Managing Associates K.C. Smith, CFP®, CEPA, and D.J. Barker, CWS®, debated the Financial Independence, Retire Early movement, a lifestyle approach focused on aggressive saving, investing, and frugality to achieve financial independence and retire significantly earlier than traditional retirement age. Read the Article: https://www.henssler.com/fire-movement-the-path-to-early-retirement-or-a-frugal-trap…

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Henssler Money Talks — January 18, 2025 56:03

för 19 weeks sedan56:03

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Henssler Money Talks — January 18, 2025 Season 39, Episode 3 This week on "Money Talks," Director of Research Nick Antonucci, CVA, CEPA, is joined by Managing Associates K.C. Smith, CFP®, CEPA, and D.J. Barker, CWS®, to examine the week’s market performance, looking at inflation indicators, the Producer Price and Consumer Price indices. The team analyzed interest rates and their impact on the evolution of starter homes, highlighting how these once-accessible gateways for Americans to enter the real estate market are disappearing. In this week’s case study, the financial experts debated the Financial Independence, Retire Early movement, a lifestyle approach focused on aggressive saving, investing, and frugality to achieve financial independence and retire significantly earlier than traditional retirement age. The team wrapped up the show with personal predictions on the themes that might shape 2025. Timestamps and Chapters 00:00: Market Roundup: Jan. 13 – Jan. 17, 2025 12:08: The Evolution of the Starter Home 24:44: Case Study: Financial Independence, Retire Early 39:36: What Might Shape 2025 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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Navigating Emotional Financial Topics 12:32

för 20 weeks sedan12:32

12:32

Original Air Date: January 11, 2025 Director of Research Nick Antonucci, CVA, CEPA, is joined by Managing Associates K.C. Smith, CFP®, CEPA, and D.J. Barker, CWS®, to talk about how they frequently find themselves stepping into the role of a mediator or “marriage counselor” when helping couples navigate emotionally charged financial topics like retirement. Read the Article: https://www.henssler.com/more-than-money-the-emotional-journey-of-retirement…

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Henssler Money Talks - January 11, 2025 53:47

för 20 weeks sedan53:47

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Henssler Money Talks — January 11, 2025 Season 39, Episode 2 This week on "Money Talks," Director of Research Nick Antonucci, CVA, CEPA, is joined by Managing Associates K.C. Smith, CFP®, CEPA, and D.J. Barker, CWS®, to weigh in on the ISM Manufacturing and Nonmanufacturing indices, the Job Openings and Labor Turnover for November, and the minutes from the last Federal Open Market Committee meeting and what they indicated for future rate cuts. The experts had an open discussion on the Social Security Fairness Act that eliminates the Windfall Elimination Provision and the Government Pension Offset for federal and municipal government employees. In this week’s case study, D.J. and K.C. talk about how they frequently find themselves stepping into the role of a mediator or “marriage counselor” when helping couples navigate emotionally charged financial topics. The episode finishes with the hosts responding to listeners’ questions on senior marriages that could eliminate some Social Security benefits and how to determine what holdings to trim for required minimum distributions. Timestamps and Chapters 00:00: Market Roundup: Jan. 6 – Jan. 10, 2025 18:15: Open Discussion: Social Security Fairness Act 27:14: Case Study: Navigating Emotional Financial Topics 39:20: Q&A Time: Intel Corp., and Trading Hours 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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Magic Numbers and Retirement Spending 13:16

för 21 weeks sedan13:16

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Original Air Date: January 4, 2025 Director of Research Nick Antonucci, CVA, CEPA, is joined by Managing Associate K.C. Smith, CFP®, CEPA, and Senior Associate Michael Griffin, CFP®, to discuss the “magic retirement number,” and why spending makes it different for each investor. Read the Article: https://www.henssler.com/your-spending-dictates-your-retirement-not-a-magic-number…

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Henssler Money Talks - January 4, 2025 47:34

för 21 weeks sedan47:34

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Henssler Money Talks — January 4, 2025 Season 39, Episode 1 This week on "Money Talks," Director of Research Nick Antonucci, CVA, CEPA, is joined by Managing Associate K.C. Smith, CFP®, CEPA, and Senior Associate Michael Griffin, CFP®, to cover the market’s final week of trading for 2024, October’s home prices, and 2024’s annual return. In this week’s case study, K.C. and Michael discuss the “magic retirement number,” and why spending makes it different for each investor. The show hosts brought the podcast to a close by responding to listeners’ questions on Intel Corp. and the NYSE expanding trading hours for its Arca exchange. Timestamps and Chapters 00:00: Market Roundup: Dec. 30, 2024 – Jan. 3, 2025 20:43: Case Study: Magic Numbers and Retirement Spending 33:27: Q&A Time: Intel Corp., and Trading Hours 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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Case Study: Alternative Investments 19:51

för 22 weeks sedan19:51

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Original Air Date: December 21, 2024 Director of Research Nick Antonucci, CVA, CEPA, and Managing Associates D.J. Barker, CWS®, and K.C. Smith, CFP®, share insights about alternative investments and how they can work in a relatively conservative portfolio. They also elaborated on the pros and cons of holding alternative investments. Read the Article: https://www.henssler.com/understanding-the-role-of-alternatives-in-todays-investment-landscape…

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Henssler Money Talks - December 28, 2024 (Repeat) 44:17

för 22 weeks sedan44:17

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This week on Money Talks, we are taking a look back at our best case studies and conversations from the last few weeks, while we celebrate the holiday. Join us for the best of “Money Talks” your trusted resource for your money, your future, your life.

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Henssler Money Talks — December 21, 2024 46:42

för 23 weeks sedan46:42

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Henssler Money Talks — December 21, 2024 Season 38, Episode 51 This week on "Money Talks," Director of Research Nick Antonucci, CVA, CEPA, is joined by Managing Associates D.J. Barker, CWS®, and K.C. Smith, CFP®, CEPA to cover the market’s volatile week, November’s Retail Sales, and the Federal Open Market Committee’s monetary policy meeting. The experts shared insights about alternative investments and how they can work in a relatively conservative portfolio. They also elaborated on the pros and cons of holding alternative investments. Timestamps and Chapters 00:00: Market Roundup: Dec. 16 — Dec. 20, 2024 24:28: Case Study: Alternative Investments 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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Case Study: Retirement Income Literacy 14:50

för 24 weeks sedan14:50

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Original Air Date: December 14, 2024 Director of Research Nick Antonucci, CVA, CEPA, is joined by Managing Associates D.J. Barker, CWS®, and K.C. Smith, CFP®, CEPA. The team shares their insights on the Retirement Income Literacy Quiz, focusing on areas where investors lack the most knowledge. Read the Article: https://www.henssler.com/retirement-literacy-gap-why-planning-is-more-important-than-ever…

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Henssler Money Talks - December 14, 2024 45:50

för 24 weeks sedan45:50

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Henssler Money Talks — December 14, 2024 Season 38, Episode 50 This week on "Money Talks," Director of Research Nick Antonucci, CVA, CEPA, is joined by Managing Associates D.J. Barker, CWS®, and K.C. Smith, CFP®, CEPA. They discuss key inflation indicators, including the Producer Price Index and Consumer Price Index, as well as year-to-date market performance and the recent pullback in the healthcare sector. The team also shares their insights on the Retirement Income Literacy Quiz, focusing on areas where investors lack the most knowledge. To close the show, they answer a listener’s question about investing in dividend stocks amid potential Federal Reserve interest rate cuts. Timestamps and Chapters 00:00: Market Roundup: Dec. 9 — Dec. 13, 2024 24:53: Case Study: Retirement Income Literacy 40:21: Q&A Time: Interest Rates and Dividend-Paying Stocks 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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Case Study: Sequence Risk 18:50

för 25 weeks sedan18:50

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Original Air Date: December 7, 2024 Director of Research Nick Antonucci, CVA, CEPA, is joined by Managing Associates Jarrett McKenzie, CFP®, CWS®, and K.C. Smith, CFP®, CEPA, explore sequence risk and the long-term effects of retiring in a down market. Jarrett and K.C. unpacked how the Henssler Ten Year Rule nearly eliminates this risk. Read the Article: https://www.henssler.com/retirement-planning-managing-market-risks-and-ensuring-financial-stability…

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Henssler Money Talks — December 7, 2024 46:47

för 25 weeks sedan46:47

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Henssler Money Talks — December 7, 2024 Season 38, Episode 49 This week on "Money Talks," Director of Research Nick Antonucci, CVA, CEPA, is joined by Managing Associates Jarrett McKenzie, CFP®, CWS®, and K.C. Smith, CFP®, CEPA, to discuss the breadth of market performance and the ISM Manufacturing and Nonmanufacturing indices. The financial experts explored the topic of sequence risk and the long-term effects of retiring in a down market. Jarrett and K.C. unpacked how the Henssler Ten Year Rule nearly eliminates this risk. The show hosts wrap up the hour with a listener’s question on substantiating qualified charitable distributions. Timestamps and Chapters 00:00: Market Roundup: Dec. 2 — Dec. 6, 2024 23:42: Case Study: Sequence Risk 42:48: Q&A Time: Qualified Charitable Distributions 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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Henssler Money Talks - November 30, 2024 (Repeat) 44:59

för 26 weeks sedan44:59

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This week on Money Talks, we’ll be out of the studio celebrating Thanksgiving and probably grabbing some of those black Friday sales. We’ll be taking a look back at some of our best case studies from the past few months, including some of the changes coming to retirement accounts in 2025 as part of the phased-in provisions from the Secure 2.0 Act, how proposed changes in policy affect current financial plans, and test driving your retirement plan.…

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Case Study: The Advantages in Gifting 14:17

för 27 weeks sedan14:17

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Original Air Date: November 23, 2024 Director of Research Nick Antonucci, CVA, CEPA, is joined by Managing Associate Jarrett McKenzie, CFP®, CWS®, and Associate Clay Norman, CFP®, to advise a couple interested in gifting money to their family members, offering efficient and beneficial ways to share their wealth. Read the Article: https://www.henssler.com/giving-with-purpose-maximize-the-impact-of-your-gifts…

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Henssler Money Talks — November 23, 2024 45:35

för 27 weeks sedan45:35

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Henssler Money Talks — November 23, 2024 Season 38, Episode 47 This week on "Money Talks," Director of Research Nick Antonucci, CVA, CEPA, is joined by Managing Associate Jarrett McKenzie, CFP®, CWS®, and Associate Clay Norman, CFP®, to discuss the market performance and if the current trajectory is sustainable. The financial experts advise a couple interested in gifting money to their family members, offering efficient and beneficial ways to share their wealth. The hosts finish the show with a listener’s question on Super Micro Computer. Timestamps and Chapters 00:00: Market Roundup: Nov. 18 – Nov. 22, 2024 22:32: Case Study: Advantages in Gifting 36:18: Q&A Time: Super Micro Computer 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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Case Study: Failing at Income Planning 13:49

för 28 weeks sedan13:49

13:49

Original Air Date: November 16, 2024 Director of Research Nick Antonucci, CVA, CEPA, is joined by Managing Associate K.C. Smith, CFP®, CEPA, and Senior Associate Logan Daniel, CFP®, CRPC®, to discuss investors’ fears when it comes to income planning during retirement. They explain how Henssler Financial determines how a retiree should tap their savings for spending purposes. Read the Article: https://www.henssler.com/protected-income-and-sustainable-retirement-spending…

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Henssler Money Talks — November 16, 2024 45:24

för 28 weeks sedan45:24

45:24

Henssler Money Talks — November 16, 2024 Season 38, Episode 46 This week on "Money Talks," Director of Research Nick Antonucci, CVA, CEPA, is joined by Managing Associate K.C. Smith, CFP®, CEPA, and Senior Associate Logan Daniel, CFP®, CRPC®, to cover the market’s response to more election clarity as well as October’s inflationary measures, the Consumer Price and Producer Price indices. The financial experts discuss investors’ fears when it comes to income planning during retirement. They explain how Henssler Financial determines how a retiree should tap their savings for spending purposes. The hosts wrap up the show with a discussion on some of the potential policies the new administration may enact and how it may affect investors. Timestamps and Chapters 00:00: Market Roundup: Nov. 11 – Nov. 15, 2024 23:43: Case Study: Failing at Income Planning 37:07: Investment Whys: Potential Fiscal Policy 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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Case Study: Year-end Financial Moves 16:13

för 29 weeks sedan16:13

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Original Air Date: November 9, 2024 Senior Associate Michael Griffin, CFP®, Associate Josh Weidie, CFP®, CWS®, and Tax Manager Matthew Reed, CPA/ABV, join forces to discuss key financial and tax year-end moves that investors should consider to finish 2024 on the right foot. Read the Article: https://www.henssler.com/close-out-2024-with-these-key-financial-actions…

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Henssler Money Talks — November 9, 2024 45:51

för 29 weeks sedan45:51

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Henssler Money Talks — November 9, 2024 Season 38, Episode 45 This week on "Money Talks," Senior Associate Michael Griffin, CFP®, is joined by Associate Josh Weidie, CFP®, CWS®, and Tax Manager Matthew Reed, CPA/ABV to cover the market’s reaction to the election and what volatility we may experience through the end of the year. The financial experts join forces to examine some of the financial and tax year-end moves investors should consider to finish off strong and start the new year on the right foot. Matthew shares some insight on Georgia’s Tax Credits that allow investors to redirect their tax funds toward specific causes or organizations. The hosts wrap up with questions on nominee 1099s and the health care sector. Timestamps and Chapters 00:00: Market Roundup: Nov. 4 – Nov. 8, 2024 16:19: Case Study: Year-end Financial Moves 33:35: CPA Insight: Georgia Tax Credits 39:35: Q&A Time: Nominee 1099s and the Heath Care 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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Case Study: What to Know as an Executor of an Estate 14:56

för 30 weeks sedan14:56

14:56

Original Air Date: November 2, 2024 Director of Research, Nick Antonucci, CVA, CEPA, is joined by Managing Associate Melanie Wells, CFP®, and Arun Gupta, Esq., estate planning attorney with Reeves Law P.C. to broke down a situation where a son has been named the executor of his mother’s estate. Arun explores the order in which the process usually follows and the duties of an executor. Read the Article: https://www.henssler.com/beyond-inheritance-the-executors-essential-role-in-settling-an-estate…

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Henssler Money Talks — November 2, 2024 46:04

för 30 weeks sedan46:04

46:04

Henssler Money Talks — November 2, 2024 Season 38, Episode 44 This week on "Money Talks," Director of Research, Nick Antonucci, CVA, CEPA, is joined by Managing Associate Melanie Wells, CFP®, and Arun Gupta, Esq., estate planning attorney with Reeves Law P.C. The radio hosts recapped the highs and lows in this week’s market landscape, touching on Consumer Sentiment and Consumer Confidence and the preliminary estimate for third-quarter GDP. Arun joins the show to discuss a situation where a son has been named the executor of his mother’s estate. Arun explores the order in which the process usually follows and the duties of an executor. Rounding out the show, the experts answer listener’s questions on catch-up contributions, Warner Music Group, and Tencent Music Entertainment. Timestamps and Chapters 00:00: Market Roundup: Oct. 28 – Nov 1, 2024 22:23: Case Study: What to Know as an Executor of an Estate 37:04: Q&A Time: Catch-Up Contributions, Warner Music Group, and Tencent Music Entertainment 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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Case Study: Creating a Legacy of Philanthropy 11:03

för 31 weeks sedan11:03

11:03

Original Air Date: October 29, 2024 Director of Investments Jacob Keen, CFA, is joined by Senior Associate Michael Griffin, CFP ®, and Associate Peter Lynch, to advise a couple who want to create a legacy of philanthropy with their assets. They discuss donor-advised funds, family foundations, and giving with life insurance. Read the Article: https://www.henssler.com/building-a-legacy-strategic-charitable-giving-options-for-investors…

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Henssler Money Talks - October 26, 2024 45:56

för 31 weeks sedan45:56

45:56

Henssler Money Talks — October 26, 2024 Season 38, Episode 43 This week on "Money Talks," Director of Investments Jacob Keen, CFA, is joined by Senior Associate Michael Griffin, CFP ®, and Associate Peter Lynch to cover the week’s market action, including housing news and the Fed’s Beige Book. Michael and Peter provide advice for a couple who want to create a legacy of philanthropy with their assets. They discuss donor-advised funds, family foundations, and giving with life insurance. The Experts wrap up the show by answering listeners’ questions on Georgia’s proposed tax rebate and the case for diversifying with international stocks. Timestamps and Chapters 00:00: Market Roundup: Oct. 21 – Oct. 25, 2024 24:21: Case Study: Creating a Legacy of Philanthropy 34:48: Q&A Time: Georgia’s Tax Rebate and Diversifying with International Stocks 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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Case Study: Test Driving a Retirement Plan 12:33

för 32 weeks sedan12:33

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Original Air Date: October 19, 2024 Managing Associate Jarrett McKenzie, CFP®, CWS®, and Senior Financial Planner Molly Remeika, CFP®, are joined by Director of Investments Jacob Keen, CFA, to break down when investors should consider engaging with a financial adviser and how they can “test drive” their retirement plan. Read the Article: https://www.henssler.com/is-your-retirement-plan-on-track-how-to-know-in-your-40s-and-50s…

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Henssler Money Talks - October 19, 2024 45:27

för 32 weeks sedan45:27

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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 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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Case Study: Changes coming to IRAs and 401(k)s in 2025 18:20

för 33 weeks sedan18:20

18:20

Original Air Date: October 12, 2024 Director of Research, Nick Antonucci, CVA, CEPA, is joined by Managing Associates K.C. Smith, CFP®, CEPA, and D.J. Barker, CWS® to break down some of the changes coming to retirement accounts in 2025 as part of the phased-in provisions from the Secure 2.0 Act, including souped-up catch-up contributions for those ages 60 to 63, automatic 401(k) enrollment, and the enforcement of failure to withdraw penalties on inherited IRAs. Read the Article: https://www.henssler.com/prepare-for-2025-key-changes-to-401k-and-ira-rules-under-secure-2-0…

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Henssler Money Talks - October 12, 2024 45:10

för 33 weeks sedan45:10

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Henssler Money Talks — October 12, 2024 Season 38, Episode 41 This week on "Money Talks," Director of Research, Nick Antonucci, CVA, CEPA, is joined by Managing Associates K.C. Smith, CFP®, CEPA, and D.J. Barker, CWS® to discuss September’s employment situation, International Trade, and September’s Consumer Price Index. The financial experts break down some of the changes coming to retirement accounts in 2025 as part of the phased-in provisions from the Secure Act 2.0, including souped-up catch-up contributions for those ages 60 to 63, automatic 401(k) enrollment, and the enforcement of failure to withdraw penalties on inherited IRAs. The hosts round out the show with a listener’s question on Lockheed Martin. Timestamps and Chapters 00:00: Market Roundup: Oct. 7 – Oct. 11, 2024 22:38: Case Study: Changes coming to IRAs and 401(k)s in 2025 41:43: Q&A Time: Lockheed Martin 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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Case Study: IRA Missteps to Avoid 11:15

för 34 weeks sedan11:15

11:15

Original Air Date: October 5, 2024 Director of Research, Nick Antonucci, CVA, CEPA, is joined by Managing Associate K.C. Smith, CFP®, CEPA, and Associate Giuliana Barbagelata, CFP® to advise an investor who recently split from her partner and knows nothing about her IRA—how much she’s contributed, what she’s invested in, and what she can do with the account. https://www.henssler.com/avoiding-costly-mistakes-managing-an-ira-post-separation/…

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Henssler Money Talks - October 5, 2024 44:47

för 34 weeks sedan44:47

44:47

Henssler Money Talks — October 5, 2024 Season 38, Episode 40 This week on "Money Talks," Director of Research, Nick Antonucci, CVA, CEPA, is joined by Managing Associate K.C. Smith, CFP®, CEPA, and Associate Giuliana Barbagelata, CFP® to cover the week’s economic news including the latest report on Personal Income and how the uncertainty around the tensions in the Middle East are weighing on the markets. The financial experts advise an investor who recently split from her partner and knows nothing about her IRA—how much she’s contributed, what she’s invested in, and what she can do with the account. The hosts also answer a listener’s question on home insurance. Timestamps and Chapters 00:00 Market Roundup: Sept. 30 – Oct 4, 2024 23:35 Case Study: IRA Missteps to Avoid 33:58 Q&A Time: Homeowner’s Insurance 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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Case Study: Planning for Changes on the Horizon 11:51

för 35 weeks sedan11:51

11:51

Original Air Date: September 28, 2024 Director of Investments Jacob Keen, CFA, is joined by Managing Associate Melanie Wells, CFP®, and Tax Manager Jessie Thomas, CPA, to explore the planning opportunities that may be on the horizon with the sunsetting provisions from the Tax Cuts and Jobs Act, a new presidential administration and Congress. Read the Article: https://www.henssler.com/estate-and-tax-planning-in-a-changing-political-landscape…

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Henssler Money Talks — September 28, 2024 46:44

för 35 weeks sedan46:44

46:44

Henssler Money Talks — September 28, 2024 Season 38, Episode 39 This week on "Money Talks," Director of Investments Jacob Keen, CFA, is joined by Managing Associate Melanie Wells, CFP®, and Tax Manager Jessie Thomas, CPA, to discuss the week’s economic news, including housing data and the Conference Board’s Consumer Confidence Survey. Melanie and Jessie explore the planning opportunities that may be on the horizon with the sunsetting provisions from the Tax Cuts and Jobs Act, a new presidential administration and Congress. The financial experts also address listener questions on holding real estate in an IRA and The Coca-Cola Company. Timestamps and Chapters 00:00 Market Roundup: Sept. 23 – 27, 2024 22:50 Case Study: Planning for Changes on the Horizon 34:16 Q&A Time: Real Estate in an IRA and The Coca-Cola Company 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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Case Study: Preparing Your Spouse Financially for your Death 13:40

för 36 weeks sedan13:40

13:40

Original Air Date: September 21, 2024 Research Analyst Nick Antonucci, CVA, CEPA is joined by Managing Associate D.J. Barker, CWS®, and Associate Josh Weidie, CFP®, CWS® provide advice for a couple preparing for one spouse to die. They cover the importance of using a records organizer, titling accounts, Powers of Attorney, and including the spouse in meetings with their trusted advisers. Read the Article: https://www.henssler.com/avoid-financial-isolation-a-plan-for-surviving-spouses…

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Henssler Money Talks — September 21, 2024 45:43

för 36 weeks sedan45:43

45:43

Henssler Money Talks — September 21, 2024 Season 38, Episode 38 This week on "Money Talks," Research Analyst Nick Antonucci, CVA, CEPA is joined by Managing Associate D.J. Barker, CWS®, and Associate Josh Weidie, CFP®, CWS® focusing on the Federal Reserve’s aggressive start to easing monetary policy. They discuss how the move will affect treasury bonds, mortgage rates and consumers. D.J. and Josh provide advice for a couple preparing for one spouse to die. They cover the importance of using a records organizer, titling accounts, Powers of Attorney, and including the spouse in meetings with their trusted advisers. Rounding out the show, the experts answer listeners’ questions on the price of SPDR Gold Shares ETF and high-yield savings accounts. Timestamps and Chapters 00:00 Market Roundup: Sept. 16 – 20, 2024 24:40 Case Study: Preparing Your Spouse Financially for your Death 37:58 Q&A Time: SPDR Gold Shares ETF, high-yield savings accounts 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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Case Study: Investors Who Want to Stay in Cash 11:46

för 37 weeks sedan11:46

11:46

Original Air Date: September 14, 2024 Research Analyst Jacob Keen, CFA, is joined by Managing Associate Jarrett McKenzie, CFP®, CWS®, and Senior Financial Planner Jacob Pritchard, CFP®, in a discussion about investors who have nearly 70% of their portfolio in money markets and other cash equivalents. They discuss locking in returns with bonds and how we would apply the Ten Year Rule to their situation. Read the Article: https://www.henssler.com/when-playing-it-safe-backfires-how-too-much-cash-can-hurt-retirement…

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Henssler Money Talks — September 14, 2024 44:45

för 37 weeks sedan44:45

44:45

Henssler Money Talks — September 14, 2024 Season 38, Episode 37 This week on "Money Talks," Research Analyst Jacob Keen, CFA, is joined by Managing Associate Jarrett McKenzie, CFP®, CWS®, and Senior Financial Planner Jacob Pritchard, CFP®, to cover the August Jobs Report, and inflation measures the Consumer Price and Producer Price indices. Jarrett leads a discussion on investors who have nearly 70% of their portfolio in money markets and other cash equivalents. They discuss locking in returns with bonds and how we would apply the Ten Year Rule to their situation. The financial experts conclude the show with listeners’ questions on education savings and Occidental Petroleum. Timestamps and Chapters 00:00 Market Roundup: Sept. 9 – 13, 2024 22:40 Case Study: Investors Who Want to Stay in Cash 33:52 Q&A Time: Education Savings and Occidental Petroleum 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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Case Study: Sell Strategies 17:56

för 38 weeks sedan17:56

17:56

Original Air Date: September 10, 2024 Research Analyst Nick Antonucci, CVA, CEPA, Managing Associate K.C. Smith, CFP®, CEPA, and Senior Financial Planner Molly Remeika, CFP®, discuss making smart decisions about what, when, and how much to sell from your portfolio, including key strategies for maximizing income, managing risk, and avoiding tax pitfalls. Read the Article: https://www.henssler.com/building-a-sell-strategy-balancing-risk-tax-efficiency-and-retirement-needs…

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Henssler Money Talks — September 7, 2024 45:12

för 38 weeks sedan45:12

45:12

Henssler Money Talks — September 7, 2024 Season 38, Episode 36 This week on "Money Talks," Research Analyst Nick Antonucci, CVA, CEPA is joined by Managing Associate K.C. Smith, CFP®, CEPA, and Senior Financial Planner Molly Remeika, CFP®, to discuss the weekly action in the market, the PCE Deflator, interest rates and the University of Michigan Consumer Sentiment Survey. The financial experts discuss an investor’s situation, as he is 10 years from his retirement, and he doesn’t know how to determine when to sell—much less what investments to sell. The hosts round out the show answering a listener’s question about specialty retailer Ulta Beauty. Timestamps and Chapters 00:00 Market Roundup: Sept. 2 – 6, 2024 23:39 Case Study: Sell Strategies 41:40 Q&A Time: Ulta Beauty 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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Henssler Money Talks - August 31, 2024 (Repeat) 45:12

för 39 weeks sedan45:12

45:12

This week on Money Talks, the hosts are out of the studio enjoying Labor Day Weekend. On the Aug. 31, 2024 broadcast, we’ll be taking a look back at some of our best case studies from the past few weeks, including discussions on illiquid assets, net unrealized appreciation, and diversity in your 401(k) investments.…

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Case Study: Common Sense Financial Lessons 20:05

för 40 weeks sedan20:05

20:05

Research Analyst Jacob Keen, CFA, is joined by Managing Associate D.J. Barker, CWS®, and Senior Financial Planner Billy Collins, EA, to explain some common-sense financial lessons, simple principles that every investor should know but often overlook, especially during times of market volatility or excitement. Read the Article: https://www.henssler.com/financial-fundamentals-understanding-inflation-and-strategic-dividend-reinvestment…

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Henssler Money Talks — August 24, 2024 45:48

för 40 weeks sedan45:48

45:48

Henssler Money Talks — August 24, 2024 Season 38, Episode 34 This week on "Money Talks," Research Analyst Jacob Keen, CFA, is joined by Managing Associate D.J. Barker, CWS®, and Senior Financial Planner Billy Collins, EA, to discuss the market’s moves, the minutes from the July Federal Open Market Committee meeting, and consumer sentiment. The financial experts team up to explain some common-sense financial lessons, simple principles that every investor should know but often overlook, especially during times of market volatility or excitement. Timestamps and Chapters 00:00 Market Roundup: August 19—23, 2024 23:42 Case Study: Common Sense Financial Lessons 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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Case Study: Hazards on the Road to Retirement 12:22

för 41 weeks sedan12:22

12:22

On the road to retirement, people often make several common mistakes that can hinder their financial security and overall retirement experience. Research Analyst Jacob Keen, CFA, Senior Associate Michael Griffin, CFP®, and Associate Peter Lynch delve into some of the potential hazards investors may want to watch out for. Read the Article: https://www.henssler.com/retirement-success-it-takes-more-than-just-saving…

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Henssler Money Talks — August 17, 2024 44:37

för 41 weeks sedan44:37

44:37

Henssler Money Talks — August 17, 2024 Season 38, Episode 33 This week on "Money Talks," Research Analyst Jacob Keen, CFA, is joined by Senior Associate Michael Griffin, CFP®, and Associate Peter Lynch to discuss the market’s rebound from last week’s volatility. They touch on inflation indicators the Producer Price and Consumer Price indices and unemployment. Michael and Peter delve into some of the potential pitfalls investors may face on the path to retirement. The financial experts round out the show by answering listeners’ questions on in-plan Roth conversions and if they are a good financial move. Timestamps and Chapters 00:00 Market Roundup: August 12—16, 2024 22:02 Case Study: Hazards on the Road to Retirement 33:55 Q&A Time: In-plan Roth Conversions 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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Henssler Money Talks - August 10, 2024 (Repeat) 45:28

för 42 weeks sedan45:28

45:28

Henssler Money Talks Season 38, Episode 32 This week on Money Talks, we’ll be out of the studio, but we’ll be taking a look back at some of our best listener questions from the past few months. As always, we’re here to answer your financial questions. Email us at DrGene@henssler.com or call our question hotline at 1-855-429-9166.…

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Case Study: When RMDs are Not Needed for Living Expenses 12:57

för 43 weeks sedan12:57

12:57

Research Analyst Nick Antonucci, CVA, CEPA is joined by Senior Associate Michael Griffin, CFP®, and Associate Clay Norman, CFP®, to provide some recommendations for a couple who don’t need the funds from their required minimum distributions to pay living expenses. They discuss charitable contributions, Roth conversions, and reinvestment options. Read the Article: https://www.henssler.com/maximizing-your-retirement-savings-smart-strategies-for-managing-rmds…

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Henssler Money Talks - August 3, 2024 45:26

för 43 weeks sedan45:26

45:26

Henssler Money Talks — August 3, 2024 Season 38, Episode 31 This week on "Money Talks," Research Analyst Nick Antonucci, CVA, CEPA is joined by Senior Associate Michael Griffin, CFP®, and Associate Clay Norman, CFP®, to analyze the week's stock market trends, discuss the Fed’s monetary policy meeting, and review the University of Michigan’s Consumer Sentiment Survey and the Conference Board’s Consumer Confidence survey. Michael and Clay provide some recommendations for a couple who don’t need the funds from their required minimum distributions to pay living expenses. They discuss charitable contributions, Roth conversions, and reinvestment options. The financial experts finish the show with a listener’s question on diversification in their 401(k). Timestamps and Chapters 00:00 Market Roundup: July 29 – August 2, 2024 22:47 Case Study: When RMDs are Not Needed for Living Expenses 35:10 Q&A Time: 401(k) Diversification 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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Case Study: Real Estate as an Investment 12:53

för 44 weeks sedan12:53

12:53

Research Analyst Jacob Keen, CFA, Managing Associate Jarrett McKenzie, CFP®, CWS®, and Associate Peter Lynch discuss a couple who want to increase their investment in Real Estate in retirement, as they see their rental units providing a positive cash flow. Read the Article: https://www.henssler.com/navigating-benefits-and-risks-of-real-estate-in-retirement-planning…

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Henssler Money Talks - July 27, 2024 45:52

för 44 weeks sedan45:52

45:52

Henssler Money Talks — July 27, 2024 Season 38, Episode 30 This week on "Money Talks," Research Analyst Jacob Keen, CFA, Managing Associate Jarrett McKenzie, CFP®, CWS®, and Associate Peter Lynch discuss The Bureau of Economic Analysis’ preliminary estimate of second quarter GDP and the consumers’ trend in savings. They also discuss signs that indicate when the Fed will cut interest rates. The Experts discuss a couple who want to increase their investment in Real Estate in retirement, as they see their rental units providing a positive cash flow. The hosts round out the show answering a listener’s question on the statement “If the U.S. isn’t doing well, the world isn’t doing well.” Timestamps and Chapters 00:00 Market Roundup: July 22 – July 26, 2024 23:12 Case Study: Real Estate as an Investment 35:35 Q&A Time: The Case for International Investing 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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Investment Whys: The Economics Behind Refinancing Your Mortgage 11:35

för 45 weeks sedan11:35

11:35

The Economics Behind Refinancing Your Mortgage

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Case Study: Holding Illiquid Assets 12:03

för 45 weeks sedan12:03

12:03

July 20, 2024 Henssler Money Talks Episode: Managing Associate D.J. Barker, CWS®, and Senior Associate Logan Daniel, CFP®, CRPC®, are joined by Research Analyst Nick Antonucci, CVA, CEPA, to explore a situation of an investor whose wealth is tied up in illiquid assets like real estate, fine art, or jewelry. They discuss how these assets may be hard to sell quickly if funds are needed and how to diversify to increase liquidity. Read the Article: https://www.henssler.com/the-emotional-and-financial-challenges-of-illiquid-investments…

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Henssler Money Talks — July 20, 2024 45:45

för 45 weeks sedan45:45

45:45

Henssler Money Talks — July 20, 2024 Season 38, Episode 29 This week on "Money Talks," Research Analyst Nick Antonucci, CVA, CEPA, is joined by Managing Associate D.J. Barker, CWS®, and Senior Associate Logan Daniel, CFP®, CRPC® to cover Tech’s mid-week tumble and economic releases including June’s Producer Price Index, Retail Sales and the Fed’s Beige Books. D.J. and Logan discuss an investor whose wealth is tied up in illiquid assets like real estate, fine art, or jewelry. They discuss how these assets may be hard to sell quickly if funds are needed and how to diversify to increase liquidity. The financial Experts also answer listeners’ questions on pension plan required minimum distributions and if the AI trend will cause a resurgence in robo advisers. Timestamps and Chapters 00:00 Market Roundup: July 15 – July 19, 2024 22:28 Case Study: Holding Illiquid Assets 34:01 Q&A Time: Pension RMDs and Robo Advisers 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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Case Study: Net Unrealized Appreciation 12:00

för 46 weeks sedan12:00

12:00

Research Analyst Nick Antonucci, CVA, CEPA, Managing Associate K.C. Smith, CFP®, CEPA, and Associate Josh Weidie, CFP®, CWS®, discuss an investor who has a significant retirement balance in his company’s stock. They cover when the net unrealized appreciation strategy may be useful. Read the Article: https://www.henssler.com/retirement-planning-leveraging-net-unrealized-appreciation-for-tax-savings…

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Henssler Money Talks - July 13, 2024 44:30

för 46 weeks sedan44:30

44:30

Henssler Money Talks — July 13, 2024 Season 38, Episode 28 This week on "Money Talks," Research Analyst Nick Antonucci, CVA, CEPA, is joined by Managing Associate K.C. Smith, CFP®, CEPA, and Associate Josh Weidie, CFP®, CWS®, to provide insights on the market and discuss June’s employment numbers and June’s Consumer Price Index. K.C. and Josh discuss an investor who has a significant retirement balance in his company’s stock. They cover when the net unrealized appreciation strategy may be useful. The hosts end the show with listeners’ questions on which accounts to give to charity from and potential gifting issues with non-spouse joint accounts. Timestamps and Chapters 00:00 Market Roundup: July 8 – July 12, 2024 21:17 Case Study: Net Unrealized Appreciation 33:02 Q&A Time: Charitable Giving and Joint Accounts 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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Henssler Money Talks — July 6, 2024 - Repeat 44:58

för 47 weeks sedan44:58

44:58

Henssler Money Talks — July 6, 2024 - Repeat Season 38, Episode 27 This week on "Money Talks," we’ll taking some time off for a long Independence Day weekend. However, you can still tune in to hear a compilation of our best conversations from the past few months. As always, we’re here to answer your financial questions. Email us at DrGene@henssler.com or call our question hotline at 1-855-429-9166. 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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Case Study: Managing a Minor’s Money 18:15

för 48 weeks sedan18:15

18:15

This week on “Money Talks,” Managing Associate Melanie Wells, CFP®, and Associate Giuliana Barbagelata, CFP®, address managing a minor’s money. They discuss custodial accounts, Roth IRAs, and 529 Plans. Read the Article: https://www.henssler.com/smart-financial-moves-managing-childrens-earnings-and-inheritance…

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Henssler Money Talks - June 29, 2024 44:43

för 48 weeks sedan44:43

44:43

Henssler Money Talks — June 29, 2024 Season 38, Episode 26 This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate Melanie Wells, CFP®, and Associate Giuliana Barbagelata, CFP® to cover market news including The Conference Board Consumer Confidence reading, the third estimate of first quarter GDP, and housing news, including Existing Home Sales, New Home Sales, and home prices. Melanie and Giuliana address managing a minor’s money. They discuss custodial accounts, Roth IRAs, and 529 Plans. The financial experts round out the show with listeners’ questions on the cost of college, using a trust so an estate is harder to challenge, and the taxability of Social Security benefits. Timestamps and Chapters 00:00 Market Roundup: June 24 – June 28, 2024 13:54 Case Study: Managing a Minor’s Money 32:45 Q&A Time: Cost of College, Trusts, and Social Security Benefits 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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Case Study: Withdrawing from a Roth IRA 10:11

för 49 weeks sedan10:11

10:11

Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Senior Associate Michael Griffin, CFP®, and Senior Financial Planner Jacob Pritchard, CFP® provide advice to an investor who is anxious to save for retirement with a Roth IRA, but also needs to reestablish her financial situation after a divorce. The hosts provide her advice on saving and withdrawing from a Roth IRA. Read the Article: https://www.henssler.com/navigating-financial-setbacks-is-a-roth-ira-the-answer…

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Henssler Money Talks - June 22, 2024 43:43

för 49 weeks sedan43:43

43:43

Henssler Money Talks — June 22, 2024 Season 38, Episode 25 This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Senior Associate Michael Griffin, CFP®, and Senior Financial Planner Jacob Pritchard, CFP® to cover the week’s market action and University of Michigan Consumer Sentiment Survey and New Residential Construction. Michael and Jacob team up to provide advice to an investor who is anxious to save for retirement with a Roth IRA, but also needs to reestablish her financial situation after a divorce. The hosts provide her advice on saving and withdrawing from a Roth IRA. The hosts round out the show by answering a listener’s question on life insurance. Timestamps and Chapters 00:00 Market Roundup: June 17 – June 21, 2024 24:23 Case Study: Withdrawing from a Roth IRA 33:35 Q&A Time: Pros and Cons of Buying Life Insurance Through your Employer 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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Case Study: Chasing Market Returns 18:37

för 50 weeks sedan18:37

18:37

Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate D.J. Barker, CWS®, and Associate Clay Norman, CFP® to discuss an investor who keeps trying different investment strategies chasing returns but is disappointed that he’s not “beating the market.” They explain how Henssler Financial determines portfolio allocation and investment selection. Read the Article: https://www.henssler.com/investing-with-purpose-letting-your-plan-guide-you-vs-chasing-returns…

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Henssler Money Talks - June 15, 2024 46:30

för 50 weeks sedan46:30

46:30

Henssler Money Talks — June 15, 2024 Season 38, Episode 24 This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate D.J. Barker, CWS®, and Associate Clay Norman, CFP® to cover the week’s market-moving economic releases, including the Consumer Price and Producer Price indices, May’s Employment Situation, and the Fed’s two-day monetary policy meeting. The financial experts discuss an investor who keeps trying different investment strategies chasing returns but is disappointed that he’s not “beating the market.” They explain how Henssler Financial determines portfolio allocation and investment selection. The hosts close the show with a listener’s question on what happens to his retirement plan benefits when he dies. Timestamps and Chapters 00:00 Market Roundup: June 10 – June 14, 2024 23:33 Case Study: Chasing Market Returns 43:18 Q&A Time: What happens to my retirement plan benefits when I die? 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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Case Study: Tax Benefits for Parents of Disabled Children 11:33

för 51 weeks sedan11:33

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Chief Investment Officer Troy Harmon, CFA, CVA, along with Senior Associate Logan Daniel, CFP®, CRPC®, and Tax Manager Jessie Thomas, CPA, from Henssler CPAs & Advisers, offer valuable tax advice for a couple with a disabled child. They share insights on what may qualify as a medical expense deduction. Read the Article: https://www.henssler.com/essential-tax-tips-for-families-with-disabled-or-special-needs-children…

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Henssler Money Talks - June 8, 2024 45:24

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Henssler Money Talks — June 8, 2024 Season 38, Episode 23 This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Senior Associate Logan Daniel, CFP®, CRPC®, and Tax Manager Jessie Thomas, CPA, with Henssler CPAs & Advisers to cover economic news including the Manufacturing and Nonmanufacturing indices, personal income and interest rates. In our case study, Jessie provides some tax advice for a couple with a disabled child, sharing tips on what may count as a medical expense deduction. The experts round out the show with listeners’ questions on market timing and portfolio positioning. Timestamps and Chapters 00:00 Market Roundup: June 3 – June 7, 2024 23:25 Case Study: Tax Benefits for Parents of Disabled Children 34:28 Q&A Time: Market timing and portfolio positioning 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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Case Study: Bond Investing 18:19

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Managing Associate Jarrett McKenzie, CFP®, CWS®, and Associate Peter Lynch join Chief Investment Officer Troy Harmon, CFA, CVA, to discuss the unique perspective Henssler has on bond investing, including how they fit into an overall portfolio and when you should be buying them. Read the Article: https://www.henssler.com/preserving-capital-the-benefits-of-a-10-year-bond-strategy…

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Henssler Money Talks — June 1, 2024 43:36

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Henssler Money Talks — June 1, 2024 Season 38, Episode 22 This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate Jarrett McKenzie, CFP®, CWS®, and Associate Peter Lynch to cover conflicting information between the University of Michigan Consumer Sentiment Survey and the Conference Board’s Consumer Confidence reading, and the second reading of first-quarter GDP. The financial experts team up to discuss the unique perspective Henssler has on bond investing, including how they fit into an overall portfolio and when you should be buying them. Timestamps and Chapters 00:00 Market Roundup: May 27 – May 31, 2024 23:44 Case Study: Bond Investing 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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Case Study: Planning When Retirement is 25 Years Away 12:04

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Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Senior Associate Michael Griffin, CFP®, and Associate Josh Weidie, CFP®, CWS®, to provide a couple advice on saving for retirement; however, they don’t have a clear goal. The financial experts provide some advice on whether the investors should sit down with a financial adviser. Read the Article: https://www.henssler.com/crafting-your-financial-future-beyond-the-401k-widget…

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Henssler Money Talks — May 25, 2024 43:08

för 1 year sedan43:08

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Henssler Money Talks — May 25, 2024 Season 38, Episode 21 This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Senior Associate Michael Griffin, CFP®, and Associate Josh Weidie, CFP®, CWS®, to cover the week’s market news, the minutes from the Fed’s May monetary policy meeting and existing home sales. Michael and Josh provide advice for a couple who are saving for retirement; however, they don’t have a clear goal. The financial experts provide some advice on whether the investors should sit down with a financial adviser. The show hosts round out the show by answering a listener’s question on if there are any advantages to leaving some money in pre-tax retirement accounts if they’re planning a Roth conversion. Timestamps and Chapters 00:00 Market Roundup: May 20 – May 14, 2024 22:13 Case Study: Planning When Retirement is 25 Years Away 33:16 Q&A Time: Not Converting all Your IRA to a Roth 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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Case Study: Roth IRA Retirement Income Strategy 11:42

för 1 year sedan11:42

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Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate K.C. Smith, CFP®, CEPA, and Senior Associate Logan Daniel, CFP®, CRPC®, to discuss a strategy for retirees that allows them to generate tax-free income from their Roth IRA. Read the Article: https://www.henssler.com/from-ira-to-roth-strategic-conversions-for-tax-efficient-retirement…

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Henssler Money Talks - May 18, 2024 44:42

för 1 year sedan44:42

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Henssler Money Talks — May 18, 2024 Season 38, Episode 20 This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate K.C. Smith, CFP®, CEPA, and Senior Associate Logan Daniel, CFP®, CRPC®, to cover the week’s market movements that led to an all-time high and inflation information from the Producer Price Index. K.C. and Logan discuss a strategy for retirees that allows them to generate tax-free income from their Roth IRA. The financial experts also answer a listener’s question on 401(k) rollovers to an IRA and the once-per-year rollover rule. Timestamps and Chapters 00:00 Market Roundup: May 13 – May 17, 2024 22:45 Case Study: Roth IRA Retirement Income Strategy 34:01 Q&A Time: 404(k) Rollovers to an IRA then into a 401(k) 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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Case Study: Pitfalls that Could Derail Your Retirement 15:25

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Managing Associate D.J. Barker, CWS®, and Senior Financial Planner Billy Collins join Chief Investment Officer Troy Harmon, CFA, CVA, to discuss pitfalls that many newly retired investors may encounter that could derail their retirement. Read the Article: https://www.henssler.com/the-road-to-retirement-pitfalls-to-avoid-on-your-financial-journey…

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Henssler Money Talks - May 11, 2024 45:31

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Henssler Money Talks — May 11, 2024 Season 38, Episode 19 This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate D.J. Barker, CWS®, and Senior Financial Planner Billy Collins to cover April’s Employment Situation, and the ISM Nonmanufacturing Index in addition to the week’s market performance. D.J. and Billy discuss pitfalls that many newly retired investors may encounter that could derail their retirement. The hosts finish the show answering a listener’s question on how to keep a mid-life career change from becoming a financial disaster. Timestamps and Chapters 00:00 Market Roundup: May 6 – May 10, 2024 22:02 Case Study: Pitfalls that Could Derail Your Retirement 37:24 Q&A Time: Mid-life Career Changes 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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Case Study: Actively and Passively Managed Investments 12:22

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Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate Jarrett McKenzie, CFP®, CWS®, and Senior Financial Planner Molly Remeika, CFP®, to help some investors new to professional financial planning understand the differences between actively and passively managed investments and why an adviser may recommend one or the other. Read the Article: https://www.henssler.com/building-your-optimal-portfolio-the-role-of-active-and-passive-management…

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Henssler Money Talks - May 4, 2024 44:42

för 1 year sedan44:42

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Henssler Money Talks — May 4, 2024 Season 38, Episode 18 This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate Jarrett McKenzie, CFP®, CWS®, and Senior Financial Planner Molly Remeika, CFP®, to cover the week’s market movements and economic releases, including Personal Income, the PCE Deflator, and the University of Michigan Consumer Sentiment Survey. The financial experts help a couple of investors new to professional financial planning understand the differences between actively and passively managed investments and why an adviser may recommend one or the other. The hosts also address a listener’s question on Monte Carlo Simulations, and how they work in financial planning. Timestamps and Chapters 00:00 Market Roundup: April 29 – May 3, 2024 25:16 Case Study: Actively and Passively Managed Investments 36:38 Q&A Time: Monte Carlo Simulations. 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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Case Study: Trends in the Economy and Stock Market 11:07

för 1 year sedan11:07

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This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, and fellow Research Analysts Nick Antonucci, CVA, CEPA, and Jacob Keen, CFA, take a deeper dive into the trends seen in the stock market, economy, and the possibility of stagflation. Read the Article: https://www.henssler.com/interest-rates-stand-still-a-look-at-the-factors-holding-back-cuts-in-2024…

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Henssler Money Talks - April 27, 2024 45:09

för 1 year sedan45:09

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Henssler Money Talks – April 27, 2024 Season 38, Episode 17 This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by fellow Research Analysts Nick Antonucci, CVA, CEPA, and Jacob Keen, CFA, to cover the week’s market action and the first reading of First Quarter 2024 GDP. The Analysts take a deeper dive into the trends seen in the stock market, economy, and the possibility of stagflation. The show hosts round out the show by answering listeners’ questions, including one about Teva Pharmaceuticals Timestamps and Chapters 0:00 Market Roundup: April 22 – April 26, 2024 22:56 Case Study: Trends in the Economy and Stock Market 33:38 Q&A Time: Stagflation and Teva Pharmaceuticals 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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Case Study: Financial Moves Coming Out of Tax Season 12:12

för 1 year sedan12:12

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Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Senior Associate Michael Griffin, CFP®, and Associate Giuliana Barbagelata, CFP® highlight some of the financial questions and moves that investors often have after tax season. Read the Article: https://www.henssler.com/hidden-heroes-of-tax-season-how-a-financial-adviser-can-help…

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Henssler Money Talks - April 20, 2024 45:15

för 1 year sedan45:15

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Henssler Money Talks – April 20, 2024 Season 38, Episode 16 This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Senior Associate Michael Griffin, CFP®, and Associate Giuliana Barbagelata, CFP® to cover the University of Michigan’s Consumer Sentiment Survey, Retail Sales, and Industrial Production. Michael and Giuliana highlight some of the financial questions and moves that investors often have after tax season. The financial experts also answer listeners’ questions on paying estate tax and if IRAs are “judgement proof.” Timestamps and Chapters 00:00 Market Roundup: April 15 – April 19, 2024 23:46 Case Study: Financial Moves Coming Out of Tax Season 35:02 Q&A Time: Estate Tax and if IRAs are “Judgement Proof” 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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Case Study: Investing as a Couple 13:11

för 1 year sedan13:11

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Chief Investment Officer Troy Harmon, CFA, CVA, Senior Associate Logan Daniel, CFP®, CRPC®, and Associate Peter Lynch discuss strategies for a couple who want to make significant strides saving for their future, but don’t know if they should be looking at everything as a whole instead of separate accounts with their own objective. Read the Article: https://www.henssler.com/from-i-do-to-we-will-how-marriage-impacts-your-finances…

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Henssler Money Talks - April 13, 2024 44:54

för 1 year sedan44:54

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Henssler Money Talks – April 13, 2024 Season 38, Episode 15 This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Senior Associate Logan Daniel, CFP®, CRPC®, and Associate Peter Lynch to cover the news that moved the market including the Consumer Price and Producer Price indices. The hosts discuss the price increases and what moves the Fed might make in their fight against inflation. Logan and Peter discuss strategies for a couple who want to make significant strides saving for their future, but don’t know if they should be looking at everything as a whole instead of separate accounts with their own objective. The host finish the show with a listener’s question on if it is too late to start saving for retirement. Timestamps and Chapters 00:00 Market Roundup: April 8 – April 12, 2024 23:08 Case Study: Investing as a Couple 35:52 Q&A Time: How late is too late to start saving for retirement? 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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Case Study: When to Begin Social Security Benefits 11:23

för 1 year sedan11:23

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Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate K.C. Smith, CFP®, CEPA, and Associate Adam Stadalius, CFP®, to explain Henssler Financial’s unique strategy for deciding when to begin Social Security benefits. The decision on when to begin drawing your Social Security benefits should not be made in the vacuum of which option provides the greater cumulative benefit. Read the Article: https://www.henssler.com/planning-your-retirement-balancing-social-security-and-investment-growth…

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Henssler Money Talks – April 6, 2024 43:47

för 1 year sedan43:47

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Henssler Money Talks – April 6, 2024 Season 38, Episode 14 This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate K.C. Smith, CFP®, CEPA, and Associate Adam Stadalius, CFP®, to summarize the week’s market movements and cover the Manufacturing and Nonmanufacturing indices. K.C. and Adam explain Henssler Financial’s unique strategy for deciding when to begin Social Security benefits. The hosts continue the theme answering listeners’ questions on Social Security survivors’ benefits and if a pension will affect how much Social Security benefit is received. Timestamps and Chapters 00:00 Market Roundup: April 1 – April 5, 2024 22:11 Case Study: When to Begin Social Security Benefits 32:35 Q&A Time: Social Security Survivors’ Benefit and Windfall Elimination Provision 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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Henssler Money Talks - March 30, 2024 (Repeat) 44:34

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This week on Money Talks, we’ll be off for the Easter holiday. However, you can still tune in to listen to some of our best case studies and listener questions from the past few weeks. In the meantime, we’re here to answer your financial questions. Email us at DrGene@henssler.com

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Case Study: Worst and Best Assets to Inherit 15:26

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Estate Planning Attorney Arun Gupta joins Chief Investment Officer Troy Harmon, CFA, CVA, and Research Analyst Nick Antonucci, CVA, CEPA, to highlight some of the most difficult assets to leave to heirs, and why it is best to manage expectations about inheritance, ensuring heirs have realistic expectations about what they may receive. Read the Article: https://www.henssler.com/from-treasure-to-burden-the-challenges-of-inheriting-material-wealth…

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Henssler Money Talks - March 23, 3024 45:23

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Henssler Money Talks – March 23, 2024 Season 38, Episode 12 This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Estate Planning Attorney Arun Gupta and Research Analyst Nick Antonucci, CVA, CEPA, to cover the University of Michigan Consumer Sentiment Survey, New Residential Construction, and the March Federal Open Market Committee meeting. In response to a case study about settling an estate, Arun highlights some of the most difficult assets to leave to heirs as well as some of the best assets to inherit. Troy and Nick wrap up the show by answering a listener’s question on whether he should invest in equities now while he has cash on the sidelines. Timestamps and Chapters 00:00 Market Roundup: Mar. 18 – Mar. 22, 2024 23:49 Case Study: Worst and Best Assets to Inherit 38:42 Q&A Time: Buy Now or Wait for a Pullback? Follow Henssler: Facebook: https://www.facebook.com/HensslerFinancial/ YouTube: https://www.youtube.com/c/HensslerFinancial LinkedIn: https://www.linkedin.com/company/henssler-financial/ X: https://www.x.com/hensslergroup Instagram: https://www.instagram.com/hensslerfinancial/ TikTok: https://www.tiktok.com/@hensslerfinancial?lang=en “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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Case Study: Money Left in a 529 Plan 14:00

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Chief Investment Officer Troy Harmon, CFA, CVA, Managing Associate Jarrett McKenzie, CFP®, and Associate Adam Stadalius, CFP®, take a deeper dive into the SECURE Act 2.0 provision allowing for Roth IRA rollovers from a 529 Plan. Read the Article: https://www.henssler.com/navigating-new-rules-roth-ira-rollover-options-for-unused-529-plan-funds…

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Henssler Money Talks – March 16, 2024 45:27

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Henssler Money Talks – March 16, 2024 Season 38, Episode 11 This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined Managing Associate Jarrett McKenzie, CFP®, and Associate Adam Stadalius, CFP®, to cover February’s employment situation, the Consumer and Producer Price indices, and retail sales. Jarrett takes a deeper dive into the SECURE Act 2.0 provision allowing for Roth IRA rollovers from a 529 Plan. The experts end the show with a listener’s question on how dividend-paying stocks will fare should the Fed lower interest rates. Timestamps and Chapters 00:00 Market Roundup: Mar. 11 – Mar. 15, 2024 22:09 Case Study: Money Left in a 529 Plan 35:38 Q&A Time: Dividend-Paying Stocks and Interest Rates 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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Case Study: Repurposing Life Insurance as an Estate Planning Tool 11:46

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Chief Investment Officer Troy Harmon, CFA, CVA, is joined Jim Crone, CFS®, CLU®, Director of Insurance Planning, and Associate Giuliana Barbagelata, CFP®, to discuss how life insurance can help wealthy families who may be susceptible to estate tax issues—especially if the expanded estate tax exemption limits expire and revert to 2017 levels. Read the Article: https://www.henssler.com/the-role-of-irrevocable-life-insurance-trusts-in-estate-planning…

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Henssler Money Talks - March 9, 2024 43:38

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Henssler Money Talks – March 9, 2024 Season 38, Episode 10 This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Jim Crone, CFS®, CLU®, Director of Insurance Planning, and Associate Giuliana Barbagelata, CFP®, to discuss the ISM Manufacturing and Nonmanufacturing indices, Consumer Sentiment, and the week’s market moves. Jim highlights how life insurance can help wealthy families who may be susceptible to estate tax issues—especially if the expanded estate tax exemption limits expire and revert to 2017 levels. The experts round out the show by answering a listener’s question on Medigap policies. Timestamps and Chapters 00:00 Market Roundup: Mar. 4 – Mar. 8, 2024 22:46 Case Study: Repurposing Life Insurance as an Estate Planning Tool 34:00 Q&A Time: Medigap Policies Follow Henssler: Facebook: http://bit.ly/HensslerFacebook Twitter: http://bit.ly/HensslerTwitter LinkedIn: http://bit.ly/HensslerLinkedIn Instagram: https://www.instagram.com/hensslerfinancial/ YouTube: http://bit.ly/HensslerYouTube “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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Case Study: Using a 401(k) Payout to Pay off Student Loans 12:56

för 1 year sedan12:56

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Chief Investment Officer Troy Harmon, CFA, CVA, and Associates Peter Lynch and Josh Weidie, CFP®, CWS®, advise a family about the missed opportunities when taking a payout from a 401(k) to pay off their child’s student loans. Read the Article: https://www.henssler.com/found-money-should-you-use-an-old-401k-to-pay-off-a-childs-student-loans…

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Henssler Money Talks - March 2, 2024 45:00

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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. Follow Henssler: Facebook: http://bit.ly/HensslerFacebook Twitter: http://bit.ly/HensslerTwitter LinkedIn: http://bit.ly/HensslerLinkedIn Instagram: https://www.instagram.com/hensslerfinancial/ YouTube: http://bit.ly/HensslerYouTube “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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Investment Whys: Economic Outlook 12:11

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Chief Economic Adviser Roger Tutterow, Ph.D., joins Chief Investment Officer Troy Harmon, CFA, CVA, and Managing Associate K. C. Smith, CFP®, CEPA, to cover the conflicting signals in the economy, with indicators like an inverted yield curve suggesting a recession while other factors point to growth. Read the Article: https://www.henssler.com/understanding-the-economys-contradictory-trends…

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Henssler Money Talks - February 24, 2024 45:04

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Henssler Money Talks – February 24, 2024 Season 38, Episode 8 This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Chief Economic Adviser Roger Tutterow, Ph.D., and Managing Associate K. C. Smith, CFP®, CEPA, to cover January’s Producer Price Index, the University of Michigan consumer Sentiment Survey, and the minutes from the Fed’s January meeting on monetary policy. The hosts continue the market news, discussing how the Fed is data dependent, following the Leading Economic Indicators when considering interest rates. They also touch on the consumer and employment. The hosts finish the show with listeners’ questions on Applied Materials and medical debt. Timestamps and Chapters 00:00 Market Roundup: Feb 19 – Feb 23, 2024 22:36 Investment Whys: Economic Outlook 34:15 Q&A Time: Applied Materials and Medical Debt Follow Henssler: Facebook: http://bit.ly/HensslerFacebook Twitter: http://bit.ly/HensslerTwitter LinkedIn: http://bit.ly/HensslerLinkedIn Instagram: https://www.instagram.com/hensslerfinancial/ YouTube: http://bit.ly/HensslerYouTube “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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Case Study: The Final Tax Return 12:11

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Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Senior Associate Michael Griffin, CFP®, and Jessie Thomas, Tax Manager with CPA Henssler CPAs & Advisers, to recommend actions an investor and his son can do when filing the final tax return for his deceased wife. Read the Article: https://www.henssler.com/death-taxes-and-paperwork-filing-a-final-tax-return…

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Henssler Money Talks - February 17, 2024 44:00

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Henssler Money Talks – February 17, 2024 Season 38, Episode 7 This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Senior Associate Michael Griffin, CFP®, and Jessie Thomas, Tax Manager with CPA Henssler CPAs & Advisers, to cover January’s Consumer Price Index, Retail Sales, and the slight uptick in jobless claims. Jessie and Michael recommend actions an investor and his son can do when filing the final tax return for his deceased wife. The hosts conclude the show answering a listener’s question on holding real estate funds. Timestamps and Chapters 00:00 Market Roundup: Feb 12 – Feb 16, 2024 22:12 Case Study: The Final Tax Return 33:50 Q&A Time: Vanguard Real Estate Index Fund Follow Henssler: Facebook: http://bit.ly/HensslerFacebook Twitter: http://bit.ly/HensslerTwitter LinkedIn: http://bit.ly/HensslerLinkedIn Instagram: https://www.instagram.com/hensslerfinancial/ YouTube: http://bit.ly/HensslerYouTube “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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Case Study: Rebalancing Your 401(k) 13:47

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Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Justin Wagner, AIF®, Client Relationship - Retirement Services, and Associate Giuliana Barbagelata, CFP®, to provide advice for a couple who treat their 401(k)s quite differently—she actively trades her investments while he hasn’t even looked at his in three years! Read the Article: https://www.henssler.com/401k-investing-finding-balance-between-active-engagement-and-passive-management…

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Henssler Money Talks - February 10, 2024 44:29

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Henssler Money Talks – February 10, 2024 Season 38, Episode 6 This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Justin Wagner, AIF®, Client Relationship - Retirement Services, and Associate Giuliana Barbagelata, CFP®, to cover January’s employment situation, the University of Michigan Consumer Sentiment Survey, and the ISM Nonmanufacturing Index. Justin and Giuliana provide advice for a couple who treat their 401(k)s quite differently—she actively trades her investments while he hasn’t even looked at his in three years! The financial experts finish the show with a listener’s question about retirement plan rollovers. Timestamps and Chapters 00:00 Market Roundup: Feb 5 – Feb 9, 2024 23:26 Case Study: Rebalancing Your 401(k) 36:10 Q&A Time: Retirement Plan Rollovers Follow Henssler: Facebook: http://bit.ly/HensslerFacebook Twitter: http://bit.ly/HensslerTwitter LinkedIn: http://bit.ly/HensslerLinkedIn Instagram: https://www.instagram.com/hensslerfinancial/ YouTube: http://bit.ly/HensslerYouTube “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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Case Study: Portfolio Moves and Politics 12:07

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Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate Jarrett McKenzie, CFP®, CWS®, and Associate Josh Weidie, CFP®, CWS®, provide some tips for investors who are fretting how the November election will affect their portfolio. Read the Article: https://www.henssler.com/steps-to-ensure-your-portfolios-stability-amid-uncertainty…

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Henssler Money Talks – February 3, 2024 43:57

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Henssler Money Talks – February 3, 2024 Season 38, Episode 5 This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate Jarrett McKenzie, CFP®, CWS®, and Associate Josh Weidie, CFP®, CWS®, to cover Consumer Confidence, the Fed’s first monetary policy meeting of the year, and jobless claims. Jarrett and Josh provide some tips for investors who are fretting how the November election will affect their portfolio. The hosts round out the show by answering a listener’s question on the valuations of domestic and international market classifications. Timestamps and Chapters 00:00 Market Roundup: Jan. 29 – Feb. 2, 2024 20:52 Case Study: Portfolio Moves and Politics 32:26 Q&A Time: P/E Valuations of U.S. and International Equities Follow Henssler: Facebook: http://bit.ly/HensslerFacebook Twitter: http://bit.ly/HensslerTwitter LinkedIn: http://bit.ly/HensslerLinkedIn Instagram: https://www.instagram.com/hensslerfinancial/ YouTube: http://bit.ly/HensslerYouTube “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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Case Study: Tax Tips for the Self-Employed 11:46

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Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Erik Kramschuster, CPA/PFS, a Tax Senior Manager with Henssler CPAs & Advisers, and Associate Clay Norman, CFP®, to provide some tax tips for self-employed individuals, touching on self-employment tax and the available deductions those who work for themselves can take. Read the Article: https://www.henssler.com/unlocking-tax-savings-strategies-for-self-employed-individuals…

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Henssler Money Talks - January 27, 2024 44:32

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Henssler Money Talks – January 27, 2024 Season 38, Episode 4 This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Erik Kramschuster, CPA/PFS, a Tax Senior Manager with Henssler CPAs & Advisers, and Associate Clay Norman, CFP®, to cover the University of Michigan Consumer Sentiment Survey, the Leading Economic Indicators index, and fourth quarter 2023 GDP. Erik provides some tax tips for self-employed individuals, touching on self-employment tax and the available deductions those who work for themselves can take. The financial expert Clay rounds out the show answering a listener’s question on how he can start saving for retirement now that he has landed his first full-time job. Timestamps and Chapters 00:00 Market Roundup: Jan. 22 – Jan. 26, 2024 23:35 Case Study: Tax Tips for the Self-Employed 34:48 Q&A Time: How to Start Saving for Retirement Follow Henssler: Facebook: http://bit.ly/HensslerFacebook Twitter: http://bit.ly/HensslerTwitter LinkedIn: http://bit.ly/HensslerLinkedIn Instagram: https://www.instagram.com/hensslerfinancial/ YouTube: http://bit.ly/HensslerYouTube “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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Case Study: Understanding a Reverse Mortgage 11:38

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Managing Associate K.C. Smith, CFP®, CEPA, and Associate Adam Stadalius, CFP®, and Chief Investment Officer Troy Harmon, CFA, CVA, provide insight for a widow whose late husband took out a reverse mortgage on their home nearly 15 years ago. They discuss what a reverse mortgage is and what it means for her assets and estate going forward. Read the Article: https://www.henssler.com/reverse-mortgages-making-informed-decisions-on-home-equity…

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Henssler Money Talks - January 20, 2024 44:43

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Henssler Money Talks – January 20, 2024 Season 38, Episode 3 This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate K.C. Smith, CFP®, CEPA, and Associate Adam Stadalius, CFP® to cover the week’s market action, the Producer Price Index, Retail Sales, and Industrial Production. Planners K.C. and Adam provide some insight for a widow whose late husband took out a reverse mortgage on their home nearly 15 years ago. They discuss what a reverse mortgage is and what it means for her assets and estate going forward. The experts also advise an investor on what assets in his portfolio he should sell to fulfill his required minimum distribution. Timestamps and Chapters 00:00 Market Roundup: Jan. 15 – Jan. 19, 2024 24:14 Case Study: Understanding a Reverse Mortgage 35:20 Q&A Time: What to sell when taking an RMD Follow Henssler: Facebook: http://bit.ly/HensslerFacebook Twitter: http://bit.ly/HensslerTwitter LinkedIn: http://bit.ly/HensslerLinkedIn Instagram: https://www.instagram.com/hensslerfinancial/ YouTube: http://bit.ly/HensslerYouTube “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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Case Study: Paying off a Mortgage before Retirement 11:08

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Research Analyst Nick Antonucci, CVA, CEPA, joins Senior Associate Michael Griffin, CFP®, and Associate Peter Lynch to provide advice for a couple who have different opinions on paying off their mortgage before retirement. They weigh the options between carrying mortgage debt and cash flow once the couple stops working. Read the Article: https://www.henssler.com/retire-smart-the-debate-on-mortgage-payoff-and-its-impact-on-cash-flow…

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Henssler Money Talks – January 13, 2024 43:36

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Henssler Money Talks – January 13, 2024 Season 38, Episode 2 This week on “Money Talks,” Research Analyst Nick Antonucci, CVA, CEPA, joins Senior Associate Michael Griffin, CFP®, and Associate Peter Lynch to cover December’s employment numbers, the ISM Services Index and December’s Consumer Price Index reading. The hosts also discuss the initial trading of cryptocurrency exchange-traded funds. Michael and Peter provide advice for a couple who have different opinions on paying off their mortgage before retirement. They weigh the options between carrying mortgage debt and cash flow once the couple stops working. Rounding out the show, the hosts answer questions on FDIC limits and AstraZeneca’s acquisition of Icosavax. Timestamps and Chapters 00:00 Market Roundup: Jan. 8 – Jan 12, 2024 21:48 Case Study: Paying off a Mortgage before Retirement 32:21 Q&A Time: FDIC Limits and AstraZeneca Follow Henssler: Facebook: http://bit.ly/HensslerFacebook Twitter: http://bit.ly/HensslerTwitter LinkedIn: http://bit.ly/HensslerLinkedIn Instagram: https://www.instagram.com/hensslerfinancial/ YouTube: http://bit.ly/HensslerYouTube “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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Case Study: Divorce: Unwinding 20 years of combined assets 15:31

för 1 year sedan15:31

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Chief Investment Officer Troy Harmon, CFA, CVA, Managing Associate D.J. Barker, CWS®, and Associate Josh Weidie, CFP®, CWS®, provide advice for a couple of investors who have decided on a divorce and are in the process of unwinding 20 years of combined finances and assets. Read the Article: https://www.henssler.com/new-year-new-finances-navigating-the-financial-waters-of-divorce…

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Henssler Money Talks – January 6, 2024 46:32

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Henssler Money Talks – January 6, 2024 Season 38, Episode 1 This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate D.J. Barker, CWS®, and Associate Josh Weidie, CFP®, CWS®, to cover the week’s market performance, the ISM Manufacturing Index, and the minutes from the December Federal Reserve Open Committee meeting. The financial experts provide advice for a couple of investors who have decided on a divorce and are in the process of unwinding 20 years of combined finances and assets. The hosts finish the show with a listener’s question on starting good budget habits even though they are living paycheck-to-paycheck. Timestamps and Chapters 00:00 Market Roundup: Jan. 2 – Jan 5, 2024 22:57 Case Study: Divorce: Unwinding 20 years of combined assets 37:55 Q&A Time: Budgeting when living paycheck-to-paycheck Follow Henssler: Facebook: http://bit.ly/HensslerFacebook Twitter: http://bit.ly/HensslerTwitter LinkedIn: http://bit.ly/HensslerLinkedIn Instagram: https://www.instagram.com/hensslerfinancial/ YouTube: http://bit.ly/HensslerYouTube “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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Henssler Money Talks - December 30, 2023 45:04

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Henssler Money Talks – December 30, 2023 Season 37, Episode 52 This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by fellow Research Analysts Nick Antonucci, CVA, CEPA, and Jacob Keen, CFA, to discuss the market’s performance during 2023 and look ahead to what trends we may see in 2024. The Analysts also take a closer look at the dollar’s strength and where we fit in the global economy. Timestamps and Chapters 00:00 Investment Whys: Look back at 2023; Look ahead to 2024 11:46 Movers of the Year 33:43 Q&A Time: Why is the dollar resilient during high inflation? Follow Henssler: Facebook: http://bit.ly/HensslerFacebook Twitter: http://bit.ly/HensslerTwitter LinkedIn: http://bit.ly/HensslerLinkedIn Instagram: https://www.instagram.com/hensslerfinancial/ YouTube: http://bit.ly/HensslerYouTube “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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Henssler Money Talks - December 23, 2023 (Repeat) 44:16

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This week on Money Talks, we are taking a look back at our best case studies and conversations from the last few weeks, while we celebrate the holiday. We wish a very Merry Christmas to all those who celebrate. Join us for the best of “Money Talks” your trusted resource for your money, your future, your life.…

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The Retirement Sweet Spot 11:48

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Original Air Date: December 16, 2023 Managing Associate Jarrett McKenzie, CFP®, CWS®, and Associate Clay Norman, CFP®, join Chief Investment Officer Troy Harmon, CFA, CVA, to provide advice for an investor who is entering the “sweet spot” of retirement when one’s income taxes may be at their lowest level before they take required minimum distributions. Read the Article: https://www.henssler.com/the-retirement-sweet-spot-benefits-of-roth-iras-for-new-retirees…

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Henssler Money Talks - December 16, 2023 45:06

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Henssler Money Talks – December 16, 2023 Season 37, Episode 50 This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate Jarrett McKenzie, CFP®, CWS®, and Associate Clay Norman, CFP® to cover the Producer Price and Consumer Price indices, the November Employment Situation, and consumer sentiment. Jarrett and Clay provide advice for an investor who is entering the “sweet spot” of retirement when one’s income taxes may be at their lowest level before they take required minimum distributions. The hosts cap off the show answering a listeners’ question on a CD portfolio, and if callable CDs are worth the risk. Timestamps and Chapters 00:00 Market Roundup: Covering Dec. 11 – Dec 15, 2023 24:55 Case Study: The Retirement Sweet Spot 35:38 Q&A Time: Would you choose callable or non-callable CDs? Follow Henssler: Facebook: http://bit.ly/HensslerFacebook Twitter: http://bit.ly/HensslerTwitter LinkedIn: http://bit.ly/HensslerLinkedIn Instagram: https://www.instagram.com/hensslerfinancial/ YouTube: http://bit.ly/HensslerYouTube “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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Year-End Financial Moves 10:58

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Original Air Date: December 9, 2023 Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Senior Associates Michael Griffin, CFP®, and Logan Daniel, CFP®, CRPC® to provide advice for a couple who are forced to tackle their year-end financial planning on their own—without an adviser to help. The experts highlight the main things that have a hard Dec. 31 deadline. Read the Article: https://www.henssler.com/seize-the-moment-essential-financial-steps-before-year-end…

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Henssler Money Talks – December 9, 2023 44:36

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Henssler Money Talks – December 9, 2023 Season 37, Episode 49 This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Senior Associates Michael Griffin, CFP®, and Logan Daniel, CFP®, CRPC® to cover the week’s market action, the ISM Manufacturing and Services indices, and jobless claims. Michael and Logan provide advice for a couple who are forced to tackle their year-end financial planning on their own—without an adviser to help. The experts highlight the main things that have a hard Dec. 31 deadline. The hosts conclude the show with listeners’ questions on Roth IRA conversion taxes and Philip Morris International. Timestamps and Chapters 00:00 Market Roundup: Covering Dec. 4 – Dec 8, 2023 25:03 Case Study: Year-End Financial Moves 34:56 Q&A Time: Roth IRA Conversion taxes and Philip Morris International. Follow Henssler: Facebook: http://bit.ly/HensslerFacebook Twitter: http://bit.ly/HensslerTwitter LinkedIn: http://bit.ly/HensslerLinkedIn Instagram: https://www.instagram.com/hensslerfinancial/ YouTube: http://bit.ly/HensslerYouTube “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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Qualified Charitable Distributions 12:03

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Original Air Date: December 2, 2023 Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate D.J. Barker, CWS®, and Associate Giuliana Barbagelata, CFP® to provide advice for a couple of investors who are fortunate enough to not need all their required minimum distributions from their retirement accounts for living expenses. D.J. and Giuliana explain how they can direct that money to their favorite charitable organization and the tax benefits of doing so. Read the Article: https://www.henssler.com/maximizing-philanthropy-and-minimizing-tax-with-qualified-charitable-distributions…

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Henssler Money Talks - December 2, 2023 46:26

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Henssler Money Talks – December 2, 2023 Season 37, Episode 48 This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate D.J. Barker, CWS®, and Associate Giuliana Barbagelata, CFP® to cover the week’s market action, New Home Sales, the second reading of third-quarter GDP, and the Conference Board’s Consumer Confidence survey. The financial experts provide advice for a couple of investors who are fortunate enough to not need all of their required minimum distributions from their retirement accounts for living expenses. D.J. and Giuliana explain how they can direct that money to their favorite charitable organization and the tax benefits of doing so. The hosts finish this week’s show with a listener’s question on online fast fashion retailer Shein’s filing for an IPO. Timestamps and Chapters 00:00 Market Roundup: Covering November27 – December 1, 2023 22: 28 Case Study: Qualified Charitable Distributions 33:28 Q&A Time: Shein’s IPO Follow Henssler: Facebook: http://bit.ly/HensslerFacebook Twitter: http://bit.ly/HensslerTwitter LinkedIn: http://bit.ly/HensslerLinkedIn Instagram: https://www.instagram.com/hensslerfinancial/ YouTube: http://bit.ly/HensslerYouTube “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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Henssler Money Talks - November 25, 2023 (Repeat) 43:09

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This week on Money Talks, we’ll be out of the studio celebrating Thanksgiving and probably even grabbing some of those black Friday sales. We’ll be taking a look back at some of our best case studies and questions. Don’t forget, we’re here to answer your financial questions. Email us at DrGene@henssler.com…

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Using Trusts to Pass on Wealth 12:24

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Original Air Date: November 18, 2023 Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate Melanie Wells, CFP®, and Associate Peter Lynch explore the situation of a wealthy investor who wants to leave his massive estate to his five grandchildren. With the grandchildren ranging in ages from 3 to 20, the experts consider his option of using a trust to shelter their inheritance from estate and gift taxes. Additionally, the trust can allow him to control how his money is used from beyond the grave. Read the Article: https://www.henssler.com/trusts-offer-control-and-protection-for-grandchildrens-legacy…

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Henssler Money Talks – November 18, 2023 44:55

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Henssler Money Talks – November 18, 2023 Season 37, Episode 46 This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate Melanie Wells, CFP®, and Associate Peter Lynch to cover the week’s economic news, including the Consumer Price and Producer Price indices, Retail Sales, and the University of Michigan Consumer Sentiment Survey. Melanie and Peter consider a wealthy investor who wants to leave his massive estate to his five grandchildren. With the grandchildren ranging in ages from 3 to 20, the experts explore his options of using a trust to shelter their inheritance from estate and gift taxes. Additionally, the trust can allow him to control how his money is used from beyond the grave. The experts wrap the show by addressing a question on finding the “sweet spots” in the current Treasury market. Timestamps and Chapters 00:00 Market Roundup: Covering November 13 – November 17, 2023 22:15 Case Study: Using Trusts to Pass on Wealth 34:33 Q&A Time: What are the “sweet spots” in the current Treasury market? Follow Henssler: Facebook: http://bit.ly/HensslerFacebook Twitter: http://bit.ly/HensslerTwitter LinkedIn: http://bit.ly/HensslerLinkedIn Instagram: https://www.instagram.com/hensslerfinancial/ YouTube: http://bit.ly/HensslerYouTube “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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A Bond’s Coupon Rate vs. Yield to Maturity 13:52

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Original Air Date: November 11, 2023 Research Analysts, Nick Antonucci, CVA, CEPA, and Jacob Keen, CFA, are joined by Associate Josh Weidie, CFP®, CWS®, to discuss bond interest rates, explaining the difference between coupon rate and yield to maturity. They also analyze how these two rates work with your bond holdings according to the Henssler Ten Year Rule. Read the Article: https://www.henssler.com/understanding-the-impact-of-coupon-rates-and-yield-to-maturity…

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Henssler Money Talks - November 11, 2023 44:29

för 2 years sedan44:29

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Henssler Money Talks – November 11, 2023 Season 37, Episode 45 This week on “Money Talks,” Research Analysts, Nick Antonucci, CVA, CEPA, and Jacob Keen, CFA, are joined by Associate Josh Weidie, CFP®, CWS®, to discuss October’s Employment Situation, current market conditions, and earnings. The financial experts explore bond interest rates, explaining the difference between coupon rate and yield to maturity. They also analyze how these two rates work with your bond holdings according to the Henssler Ten Year Rule. The show hosts finish the show answering listeners’ questions, comparing the Mega Cap Seven vs. the FAANG stocks and what happens if a stock falls to zero. Timestamps and Chapters 00:00 Market Roundup: Covering November 6 – November 10, 2023 21: 17 Case Study: A Bond’s Coupon Rate vs. Yield to Maturity 34:05 Q&A Time: Mega Cap Seven vs. FAANG and Worthless Stock Follow Henssler: Facebook: http://bit.ly/HensslerFacebook Twitter: http://bit.ly/HensslerTwitter LinkedIn: http://bit.ly/HensslerLinkedIn Instagram: https://www.instagram.com/hensslerfinancial/ YouTube: http://bit.ly/HensslerYouTube “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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Georgia Tax Credits 11:26

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Original Air Date: November 4, 2023 John Dickson, CPA, CVA, CFP®, Tax Partner with Henssler CPAs & Advisers joins Chief Investment Officer Troy Harmon, CFA, CVA, and Senior Associate Logan Daniel, CFP®, CRPC®, to discuss Georgia tax credits that allow taxpayers to direct their tax money to causes they care about. Read the Article: https://www.henssler.com/the-power-of-georgias-unique-tax-credits-for-community-impact…

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Henssler Money Talks – November 4, 2023 44:31

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Henssler Money Talks – November 4, 2023 Season 37, Episode 44 This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Senior Associate Logan Daniel, CFP®, CRPC®, and John Dickson, CPA, CVA, CFP®, Tax Partner with Henssler CPAs & Advisers. The hosts discuss the week’s market movements, the Personal Income and Consumer Confidence reports and the Fed’s monetary policy meeting. John discusses Georgia tax credits that allow taxpayers to direct their tax money to causes they care about. The experts round out the show further discussing portfolio risk and diversification from last week. Timestamps and Chapters 00:00 Market Roundup: Covering October 30 – November 3, 2023 24:54 Case Study: Georgia Tax Credits 35:15 Q&A Time: Diversification—not just for your portfolio Follow Henssler: Facebook: http://bit.ly/HensslerFacebook Twitter: http://bit.ly/HensslerTwitter LinkedIn: http://bit.ly/HensslerLinkedIn Instagram: https://www.instagram.com/hensslerfinancial/ YouTube: http://bit.ly/HensslerYouTube “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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New Options for Student Loan Payments 11:13

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Original Air Date: October 28, 2023 Chief Investment Officer Troy Harmon, CFA, CVA, Senior Associate Michael Griffin, CFP®, and Associate Giuliana Barbagelata, CFP® work together to provide advice to an investor who is facing reinstated student loan payments; however, her life has significantly changed in the past three years, making her wonder if she has better options for paying down her student debt. Read the Article: https://www.henssler.com/navigating-the-return-of-student-loan-payments-in-a-post-pandemic-economy…

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Henssler Money Talks – October 28, 2023 44:46

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Henssler Money Talks – October 28, 2023 Season 37, Episode 43 This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Senior Associate Michael Griffin, CFP®, and Associate Giuliana Barbagelata, CFP® to cover the sharp increase in third quarter GDP and the 19-month high in new home sales. Giuliana and Michael work together to provide advice to an investor who is facing reinstated student loan payments; however, her life has significantly changed in the past three years, making her wonder if she has better options for paying down her student debt. The financial experts finish the show by answering a listener’s question on evaluating his portfolio’s diversification. Timestamps and Chapters 00:00 Market Roundup: Covering October 23 – October 27, 2023 22:33 Case Study: New Options for Student Loan Payments 34:28 Q&A Time: Assessing a Portfolio’s Diversification Follow Henssler: Facebook: http://bit.ly/HensslerFacebook Twitter: http://bit.ly/HensslerTwitter LinkedIn: http://bit.ly/HensslerLinkedIn Instagram: https://www.instagram.com/hensslerfinancial/ YouTube: http://bit.ly/HensslerYouTube “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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Leading Economic Indicators 14:39

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Original Air Date: October 21, 2023 Chief Investment Officer Troy Harmon, CFA, CVA, is joined by fellow Research Analyst Jacob Keen, CFA, and Henssler’s Chief Economic Adviser Roger Tutterow, Ph.D., for an economic discussion on what the leading economic indicators are forecasting in terms of an impending recession. Read the Article: https://www.henssler.com/economic-signals-understanding-the-leading-economic-indicators…

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Henssler Money Talks - October 21, 2023 44:47

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Henssler Money Talks – October 21, 2023 Season 37, Episode 42 This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by fellow Research Analyst Jacob Keen, CFA, and Henssler’s Chief Economic Adviser Roger Tutterow, Ph.D., to cover the week’s market action, the University of Michigan’s Consumer Sentiment Survey, Retail Sales, Housing Starts, and the Fed’s Beige Book. The hosts continue the economic discussion covering what the leading economic indicators are forecasting in terms of an impending recession. The experts also look at how the resumption of student loan payments may affect the economy. Timestamps and Chapters 00:00 Market Roundup: Covering October 16 – October 20, 2023 22:38 Investment Whys: Leading Economic Indicators 34:34 Q&A Time: Will student loan repayments affect the economy? Follow Henssler: Facebook: http://bit.ly/HensslerFacebook Twitter: http://bit.ly/HensslerTwitter LinkedIn: http://bit.ly/HensslerLinkedIn Instagram: https://www.instagram.com/hensslerfinancial/ YouTube: http://bit.ly/HensslerYouTube “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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Having all Tax-Deferred Retirement Savings 11:54

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Original Air Date: October 14, 2023 Research Analyst Nick Antonucci, CVA, CEPA, is joined by Managing Associate Jarrett McKenzie, CFP®, CWS®, and Associate Peter Lynch to advise investors on diversifying the tax status of their retirement funds. They look at a couple of investors who many have less than they think in their retirement accounts because they contain all pre-tax funds. Read the Article: https://www.henssler.com/are-you-prepared-for-the-tax-implications-of-your-retirement-savings…

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Henssler Money Talks – October 14, 2023 44:45

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Henssler Money Talks – October 14, 2023 Season 37, Episode 41 This week on “Money Talks,” Research Analyst Nick Antonucci, CVA, CEPA, is joined by Managing Associate Jarrett McKenzie, CFP®, CWS®, and Associate Peter Lynch to cover the week’s market action, economic outlook, and inflation indicators, the Producer Price and Consumer Price indices. Jarret and Peter advise investors on diversifying the tax status of their retirement funds. They look at the situation of a couple of investors who have a lot less in their retirement account because it contains all pre-tax funds. The experts round out the show answering a listener’s question on the investment selection inside an annuity. Timestamps and Chapters 00:00 Market Roundup: Covering October 9 – October 13, 2023 23:00 Case Study: Having all Tax-Deferred Retirement Savings 34:34 Q&A Time: Investments Inside an Annuity Follow Henssler: Facebook: http://bit.ly/HensslerFacebook Twitter: http://bit.ly/HensslerTwitter LinkedIn: http://bit.ly/HensslerLinkedIn Instagram: https://www.instagram.com/hensslerfinancial/ YouTube: http://bit.ly/HensslerYouTube “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 Multiple Rule Sets that Govern Inherited IRA RMDs 13:08

för 2 years sedan13:08

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Original Air Date: October 7, 2023 Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate Jarrett McKenzie, CFP®, CWS®, and Associate Josh Weidie, CFP®, CWS®, to provide advice to investors who are dealing with multiple inherited IRA required minimum distributions, which are governed by different tax rules. Read the Article: https://www.henssler.com/the-new-inherited-ira-landscape-navigating-tax-changes…

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Henssler Money Talks – October 7, 2023 44:46

för 2 years sedan44:46

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Henssler Money Talks – October 7, 2023 Season 37, Episode 40 This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate Jarrett McKenzie, CFP®, CWS®, and Associate Josh Weidie, CFP®, CWS®, to cover the week’s market action and the inching up of interest rates. Josh and Jarrett provide some advice to a couple of investors who are dealing with multiple inherited IRA required minimum distributions. Unfortunately, they’re all governed by different tax rules. The financial experts finish the show with a listener’s question on Social Security survivor’s benefits. Timestamps and Chapters 00:00 Market Roundup: Covering October 2 – October 6, 2023 21:17 Case Study: The Multiple Rule Sets that Govern Inherited IRA RMDs 33:54 Q&A Time: Social Security Survivor’s Benefits Follow Henssler: Facebook: http://bit.ly/HensslerFacebook Twitter: http://bit.ly/HensslerTwitter LinkedIn: http://bit.ly/HensslerLinkedIn Instagram: https://www.instagram.com/hensslerfinancial/ YouTube: http://bit.ly/HensslerYouTube “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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Insurance is Your Plan’s Safety Net 11:05

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Original Air Date: September 30, 2023 Chief Investment Officer Troy Harmon, CFA, CVA, Managing Associate Melanie Wells, CFP®, and Associate Clay Norman, CFP®, explain that insurance is the foundation of a solid financial strategy, providing protection and peace of mind in the face of unexpected events that could otherwise undermine one's financial stability. Read the Article: https://www.henssler.com/lifes-unexpected-twists-why-insurance-is-a-cornerstone-of-your-plan…

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Henssler Money Talks - September 30, 2023 46:02

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Henssler Money Talks – September 30, 2023 Season 37, Episode 39 This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate Melanie Wells, CFP®, and Associate Clay Norman, CFP®, to discuss New Home Sales, the Conference Board Consumer Confidence reading and the final estimate for second-quarter GDP. Melanie and Clay explain that insurance is the foundation of a solid financial strategy, providing protection and peace of mind in the face of unexpected events that could otherwise undermine one's financial stability. The hosts round out the show by answering a listener’s question on investing their windfall into their children’s 529 Plan. Timestamps and Chapters 00:00 Market Roundup: Covering September 25 – September 27, 2023 26:33 Case Study: Insurance is Your Plan’s Safety Net 37:05 Q&A Time: Should we deposit $70,000 into our children’s 529 Plan? Follow Henssler: Facebook: http://bit.ly/HensslerFacebook Twitter: http://bit.ly/HensslerTwitter LinkedIn: http://bit.ly/HensslerLinkedIn Instagram: https://www.instagram.com/hensslerfinancial/ YouTube: http://bit.ly/HensslerYouTube “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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Our Three Cents — Benefits and Liabilities: Corporate Owned Life Insurance 29:50

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Benefits and Liabilities: Corporate Owned Life Insurance Season 3, Episode 4 Troy Harmon, CFA, CVA, Nick Antonucci, CVA, CEPA, and K.C. Smith, CFP®, CEPA of Henssler Financial talk with Jim Crone, CLU®, CFS®, our Director of Insurance Planning, about rewarding key employees with supplemental executive retirement plans and funding this liability with corporate owned life insurance. They also look at what might happen to this agreement with the employee and liability on their books if the company owner decides to sell. "Our Three Cents” is a spinoff podcast of “Money Talks,” focusing on good business strategies, business valuations, and business exit planning. “Our Three Cents” is brought to you by Henssler Financial. Click Here to Subscribe to the Henssler Money Talks podcast.…

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Finances for Aging Parents 11:36

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Original Air Date: September 23, 2023 Chief Investment Officer Troy Harmon, CFA, CVA, Senior Associate Logan Daniel, CFP®, CRPC® and Associate Giuliana Barbagelata, CFP®, provide advice for an investor who will likely have to take over her aging parents’ finances. They discuss some basic steps as well as some other estate planning concerns. Read the Article: https://www.henssler.com/aging-gracefully-managing-aging-parents-financial-affairs…

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Henssler Money Talks – September 23, 2023 45:36

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Henssler Money Talks – September 23, 2023 Season 37, Episode 38 This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, Senior Associate Logan Daniel, CFP®, CRPC® and Associate Giuliana Barbagelata, CFP®, discuss the Fed’s September monetary policy meeting, Consumer Sentiment, and Industrial Production. Logan and Giuliana provide advice for an investor who will likely have to take over her aging parents’ finances. They discuss some basic steps as well as some other estate planning concerns. The hosts round out the show with a listener’s question on not only being able to max out his 401(k) contribution but also having access to two 401(k) plans. Timestamps and Chapters 00:00 Market Roundup: Covering September 18 – September 22, 2023 24:02 Case Study: Finances for Aging Parents 35:05 Q&A Time: Should I invest in both 401(k) plans? Follow Henssler: Facebook: http://bit.ly/HensslerFacebook Twitter: http://bit.ly/HensslerTwitter LinkedIn: http://bit.ly/HensslerLinkedIn Instagram: https://www.instagram.com/hensslerfinancial/ YouTube: http://bit.ly/HensslerYouTube “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 Surprise Vacation Home Purchase 10:34

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Original Air Date: September 16, 2023 Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Senior Associate Michael Griffin, CFP®, and Associate Peter Lynch to help a couple of investors who are making an impulsive decision to buy a vacation home without looking at how it may affect their long-term financial plan. The financial advisers discuss how they incorporate large purchases into cash flow projections when clients are making spontaneous decisions. Read the Article: https://www.henssler.com/rethinking-paradise-the-financial-considerations-of-a-second-home…

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Henssler Money Talks – September 16, 2023 44:10

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Henssler Money Talks – September 16, 2023 Season 37, Episode 37 This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Senior Associate Michael Griffin, CFP®, and Associate Peter Lynch to cover inflation news with the Consumer Price and Producer Price indices and Retail Sales. Michael and Peter help a couple of investors who are making an impulsive decision to buy a vacation home without looking at how it may affect their long-term financial plan. The financial advisers discuss how they incorporate large purchases into cash flow projections when clients are making spontaneous decisions. The experts round out the show with a listener’s question on Starbucks. Timestamps and Chapters 00:00 Market Roundup: Covering September 11 – September 15, 2023 23:08 Case Study: The Surprise Vacation Home Purchase 33:08 Q&A Time: Starbucks, Corp. Follow Henssler: Facebook: http://bit.ly/HensslerFacebook Twitter: http://bit.ly/HensslerTwitter LinkedIn: http://bit.ly/HensslerLinkedIn Instagram: https://www.instagram.com/hensslerfinancial/ YouTube: http://bit.ly/HensslerYouTube “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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Feeling Broke Once You’ve Retired 13:17

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Original Air Date: September 9, 2023 Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate D.J. Barker, CWS®, and Senior Financial Planner Adam Stadalius, CFP®, team up to help a retired couple realize that they’re not in financial trouble just because inflation and interest rates have skyrocketed since they left the workforce. They explain how a financial plan works to accommodate the economic changes. Read the Article: https://www.henssler.com/managing-retirement-anxiety-find-peace-of-mind-with-a-robust-financial-plan…

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Henssler Money Talks – September 9, 2023 45:07

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Henssler Money Talks – September 9, 2023 Season 37, Episode 36 This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate D.J. Barker, CWS®, and Senior Financial Planner Adam Stadalius, CFP®, to cover the ISM Manufacturing and Non-Manufacturing indices and the August Employment Situation. D.J. and Adam team up to help a retired couple realize that they’re not in financial trouble just because inflation and interest rates have skyrocketed since they left the workforce. They explain how a financial plan works to accommodate the economic changes. The experts round out the show with a listener’s question on the value offered by European stocks, and if it is wise to overweight in that international sector. Timestamps and Chapters 00:00 Market Roundup: Covering September 5 – September 8, 2023 22:30 Case Study: Feeling Broke Once You’ve Retired 35:13 Q&A Time: Do European Stocks Offer More Value? Follow Henssler: Facebook: http://bit.ly/HensslerFacebook Twitter: http://bit.ly/HensslerTwitter LinkedIn: http://bit.ly/HensslerLinkedIn Instagram: https://www.instagram.com/hensslerfinancial/ YouTube: http://bit.ly/HensslerYouTube “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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Money Talks - September 2, 2023 (Repeat) 45:15

för 2 years sedan45:15

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This week on Money Talks, the hosts are out of the studio enjoying Labor Day Weekend. On the Sept. 2, 2023 broadcast, we’ll be taking a look back at some of our best case studies from the past few weeks. “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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Our Three Cents — Clean Your Balance Sheets 12:03

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Clean Your Balance Sheets Season 3, Episode 3 Troy Harmon, CFA, CVA, Nick Antonucci, CVA, CEPA, and K.C. Smith, CFP®, CEPA of Henssler Financial take a closer look at how companies should watch their balance sheet in higher interest rate environments on this episode of “Our Three Cents.” "Our Three Cents” is a spinoff podcast of “Money Talks,” focusing on good business strategies, business valuations, and business exit planning. “Our Three Cents” is brought to you by Henssler Financial. Click Here to Subscribe to the Henssler Money Talks podcast.…

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Potential Pitfalls to a Backdoor Roth IRA 11:28

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Original Air Date: August 26, 2023 Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Tax Manager Jessie Thomas, CPA, and Managing Associate D.J. Barker, CWS®, to help a couple who tried to do a backdoor Roth IRA on their own. Jessie and D.J. cover the nuances of a backdoor Roth and some pitfalls investors can make when reporting it on their tax forms. Read the Article: https://www.henssler.com/the-back-door-roth-ira-strategy-pitfalls-and-potential-tax-consequences…

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Henssler Money Talks – August 26, 2023 44:49

för 2 years sedan44:49

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Henssler Money Talks – August 26, 2023 Season 37, Episode 34 This week on “Money Talks,” Chief Investment Officer, Troy Harmon, CFA, CVA, is joined by Tax Manager Jessie Thomas, CPA, and Managing Associate, D.J. Barker, CWS®, to discuss housing news, including New Home Sales, Existing Home Sales, and Mortgage Applications. The experts team up to help a couple who tried to do a backdoor Roth IRA on their own. Jessie and D.J. cover the nuances of a backdoor Roth and some of the pitfalls investors can make when reporting it on their tax forms. The hosts round out the show addressing a listener’s question about rolling over excess 529 Plan assets to a Roth IRA. Timestamps and Chapters 00:00 Market Roundup: Covering August 21 – 25, 2023 22:48 Case Study: Potential Pitfalls to a Backdoor Roth IRA 33:54 Q&A Time: Rolling over 529 Plan assets to a Roth IRA Follow Henssler: Facebook: http://bit.ly/HensslerFacebook Twitter: http://bit.ly/HensslerTwitter LinkedIn: http://bit.ly/HensslerLinkedIn Instagram: https://www.instagram.com/hensslerfinancial/ YouTube: http://bit.ly/HensslerYouTube “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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Nonqualified Deferred Compensation Plans 12:52

för 2 years sedan12:52

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Original Air Date: August 19, 2023 Jim Crone, CLU®, CFS®, Director of Insurance Planning, and Associate Giuliana Barbagelata, CFP® join Chief Investment Officer, Troy Harmon, CFA, CVA, to provide some guidance to a C-suite executive who is considering a job that is offering a nonqualified deferred compensation plan. Jim explains how they work and the risks while Giuliana discusses their role in one’s retirement planning. Read the Article: https://www.henssler.com/beyond-the-401k-exploring-nonqualified-retirement-plans…

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Henssler Money Talks – August 19, 2023 45:32

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Henssler Money Talks – August 19, 2023 Season 37, Episode 33 This week on “Money Talks,” Jim Crone, CLU®, CFS®, Director of Insurance Planning, and Associate Giuliana Barbagelata, CFP® join Chief Investment Officer, Troy Harmon, CFA, CVA, to discuss the University of Michigan Consumer Sentiment Survey, Producer Price Index, Retail Sales, and the minutes from the latest Fed meeting. Jim and Giuliana give some guidance to a C-suite executive who is considering a job that is offering a nonqualified deferred compensation plan. Jim explains how they work and the risks while Giuliana discusses their role in one’s retirement planning. The hosts round out the show by answering questions on saving to a Roth IRA at age 18 and investments in BioNTech and Valero Energy. Timestamps and Chapters 00:00 Market Roundup: Covering August 14 – 18, 2023 23:32 Case Study: Nonqualified Deferred Compensation Plans 35:49 Q&A Time: Roth IRAs, BioNTech, and Valero Energy Follow Henssler: Facebook: http://bit.ly/HensslerFacebook Twitter: http://bit.ly/HensslerTwitter LinkedIn: http://bit.ly/HensslerLinkedIn Instagram: https://www.instagram.com/hensslerfinancial/ YouTube: http://bit.ly/HensslerYouTube “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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Qualified Terminal Interest Property Trusts 12:25

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Original Air Date: August 12, 2023 Research Analyst Nick Antonucci, CVA, CEPA, Managing Associate Jarrett McKenzie, CFP®, CWS®, and Associate Josh Weidie, CFP®, CWS®, team up to help an investor who wants to provide for his wife when he passes but is also concerned about keeping certain assets in the family. Read the Article: https://www.henssler.com/preserving-family-wealth-leveraging-qtip-trusts-for-your-familys-future…

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Henssler Money Talks – August 12, 2023 46:15

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Henssler Money Talks – August 12, 2023 Season 37, Episode 32 This week on “Money Talks,” Research Analyst Nick Antonucci, CVA, CEPA, Managing Associate Jarrett McKenzie, CFP®, CWS®, and Associate Josh Weidie, CFP®, CWS®, discuss the week’s market performance, July’s employment situation, wholesale trade, and interest rates. Jarrett and Josh team up to help an investor who wants to provide for his wife when he passes but is also concerned about keeping certain assets in the family. The show hosts finish the show answering a listener’s question on the purchase and resale of Barstool by PENN Entertainment, Inc., plus Penn’s new venture with ESPN. Timestamps and Chapters 00:00 Market Roundup: Covering August 7 – August 11, 2023 22:29 Case Study: Qualified Terminal Interest Property Trusts 34:29 Q&A Time: PENN Entertainment, Barstool, and ESPN Follow Henssler: Facebook: http://bit.ly/HensslerFacebook Twitter: http://bit.ly/HensslerTwitter LinkedIn: http://bit.ly/HensslerLinkedIn Instagram: https://www.instagram.com/hensslerfinancial/ YouTube: http://bit.ly/HensslerYouTube “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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Am I the Right Investor for Alternative Assets? 12:08

för 2 years sedan12:08

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Original Air Date: August 5, 2023 Chief Investment Officer Troy Harmon, CFA, CVA, Managing Associate Jarrett McKenzie, CFP®, CWS®, and Research Analyst Nick Antonucci, CVA, CEPA, take a look at situation where an adviser is recommending some alternative investments to a couple of investors. The investors are concerned about the increased risk and if they are the right fit for this strategy. Read the Article: https://www.henssler.com/interval-funds-accessible-alternatives-for-todays-investors…

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Henssler Money Talks - August 5, 2023 45:33

för 2 years sedan45:33

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Henssler Money Talks – August 5, 2023 Season 37, Episode 31 This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, Managing Associate Jarrett McKenzie, CFP®, CWS®, and Research Analyst Nick Antonucci, CVA, CEPA, discuss several economic releases relating to the consumer, including Personal Income, Personal Spending, and the University of Michigan Consumer Sentiment Survey. The financial experts take a look at situation where an adviser is recommending some alternative investments to a couple of investors. The investors are concerned about the increased risk and if they are the right fit for this strategy. The show hosts also address a listener’s question reinvesting his assets from a high yield money market account to a laddered bond portfolio. Timestamps and Chapters 00:00 Market Roundup: Covering July 31 – August 4, 2023 23:22 Case Study: Am I the Right Investor for Alternative Assets? 35:03 Q&A Time: Building a Laddered Bond Portfoli0 Follow Henssler: Facebook: http://bit.ly/HensslerFacebook Twitter: http://bit.ly/HensslerTwitter LinkedIn: http://bit.ly/HensslerLinkedIn Instagram: https://www.instagram.com/hensslerfinancial/ YouTube: http://bit.ly/HensslerYouTube “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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Decisions as a Spousal Beneficiary 14:08

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Original Air Date: July 29, 2023 Chief Investment Officer Troy Harmon, CFA, CVA, Managing Associate D.J. Barker, CWS®, and Senior Financial Planner Adam Stadalius, CFP®, cover an investor’s options when he inherits his wife’s IRA. With three young children to care for while adjusting to life as a single parent, this investor will have to consider his need to access the money, taxes, and his plans for his family’s future. Read the Article: https://www.henssler.com/making-the-most-of-inherited-iras-for-spousal-beneficiaries…

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Our Three Cents — What Do You Pocket In the End? Depends on the Taxes! 17:53

för 2 years sedan17:53

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What do you pocket at the end of the day? Depends on the taxes! Season 3, Episode 2 Henssler CPAs & Advisers Tax Partner John Dickson, CPA, CFP®, CVA, joins Troy Harmon, CFA, CVA, Nick Antonucci, CVA, CEPA, and K.C. Smith, CFP®, CEPA on Our Three Cents to discuss how to manage the taxes business owners face when entering a transaction to exit their business when retiring or entering a new business. Without the right professionals on board, business owners may not know how the tax impact will change depending on how the deal is structured. "Our Three Cents” is a spinoff podcast of “Money Talks,” focusing on good business strategies, business valuations, and business exit planning. “Our Three Cents” is brought to you by Henssler Financial. Click Here to Subscribe to the Henssler Money Talks podcast.…

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Henssler Money Talks – July 29, 2023 45:00

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Henssler Money Talks – July 29, 2023 Season 37, Episode 30 This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, Managing Associate D.J. Barker, CWS®, and Senior Financial Planner Adam Stadalius, CFP®, discuss the market’s reaction to the Fed’s latest hike in interest rates, the first reading of second quarter GDP and the yield curve. D.J. and Adam discuss an investor’s options when he inherits his wife’s IRA. With three young children to care for while adjusting to life as a single parent, this investor will have to consider his need to access the money, taxes, and his plans for his family’s future. The hosts round out the show answering a listener’s question on the potential economic impact of student loan payment reinstatements. Timestamps and Chapters 00:00 Market Roundup: Covering July 24 – July 28, 2023 24:00 Case Study: Decisions as a Spousal Beneficiary 37:36 Q&A Time: Will the Reinstatement of Student Loan Payments Throw us into a Recession? Follow Henssler: Facebook: http://bit.ly/HensslerFacebook Twitter: http://bit.ly/HensslerTwitter LinkedIn: http://bit.ly/HensslerLinkedIn Instagram: https://www.instagram.com/hensslerfinancial/ YouTube: http://bit.ly/HensslerYouTube “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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Rollover for Business Startups 12:25

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Original Air Date: July 22, 2023 Chief Investment Officer Troy Harmon, CFA, CVA, Managing Associate K.C. Smith, CFP®, CEPA, and Associate Clay Norman, CFP® take a closer look at an entrepreneur who wants to tap his retirement funds to fund his next startup because the sale of his last business didn’t result in immediate cash flow. Read the Article: https://www.henssler.com/robbing-your-retirement-to-fund-your-business-startup…

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Henssler Money Talks – July 22, 2023 44:37

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Henssler Money Talks – July 22, 2023 Season 37, Episode 29 This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, Managing Associate K.C. Smith, CFP®, CEPA, and Associate Clay Norman, CFP® discuss the University of Michigan Consumer Sentiment Survey, Retail Sales for June, and the upcoming FOMC meeting on monetary policy. The financial Experts take a closer look at an entrepreneur who wants to tap his retirement funds to fund his next startup because the sale of his last business didn’t result in immediate cash flow. Rounding out the show, the hosts answer a listener’s question on if investors should have a minimum amount to be invested in individual stocks versus mutual funds. Timestamps and Chapters 00:00 Market Roundup: Covering July 17 – July 21, 2023 24:11 Case Study: Rollover for Business Startups 36:09 Q&A Time: Investing in Individual Stocks vs. Mutual Funds Follow Henssler: Facebook: http://bit.ly/HensslerFacebook Twitter: http://bit.ly/HensslerTwitter LinkedIn: http://bit.ly/HensslerLinkedIn Instagram: https://www.instagram.com/hensslerfinancial/ YouTube: http://bit.ly/HensslerYouTube “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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Withdrawal Strategies for Retirement Funds 12:13

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Original Air Date: July 15, 2023 Chief Investment Officer Troy Harmon, CFA, CVA, Senior Associate Michael Griffin, CFP®, and Associate Josh Weidie, CFP®, CWS®, help a couple of investors consider the most tax advantageous way to withdraw their retirement funds. Read the Article: https://www.henssler.com/the-overlooked-factor-in-retirement-planning-which-assets-to-withdraw-first…

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Money Talks - July 15, 2023 46:19

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Henssler Money Talks – July 15, 2023 Season 37, Episode 28 This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Senior Associate Michael Griffin, CFP®, and Associate Josh Weidie, CFP®, CWS®, to cover the June employment report and the Consumer Price and Producer Price indices. Michael and Josh help a couple of investors consider the most tax advantageous way to withdraw their retirement funds. The experts round out the show by answering listeners’ questions on what to do with a 401(k) when you leave a job and if it is possible to dabble in crypto. Timestamps and Chapters 00:00 Market Roundup: Covering July 10 – July 14, 2023 21:32 Case Study: Withdrawal Strategies for Retirement Funds 32:37 Q&A Time: 401(k) Plans and Crypto Follow Henssler: Facebook: http://bit.ly/HensslerFacebook Twitter: http://bit.ly/HensslerTwitter LinkedIn: http://bit.ly/HensslerLinkedIn Instagram: https://www.instagram.com/hensslerfinancial/ YouTube: http://bit.ly/HensslerYouTube “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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401(k) Beneficiary Designations 13:00

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Original Air Date: July 8, 2023 Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Client Relationship Manager Justin Wagner, AIF®, and Estate Planning Attorney Arun Gupta to discuss an investor who has named his children as beneficiaries of his 401(k); however, the investor just married, which could change how his 401(k) is distributed should something happen to him. Read the Article: https://www.henssler.com/securing-your-legacy-understanding-beneficiary-designations-for-401ks-and-iras…

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Henssler Money Talks - July 8, 2023 44:43

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Henssler Money Talks – July 8, 2023 Season 37, Episode 27 This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Client Relationship Manager Justin Wagner, AIF®, and Estate Planning Attorney Arun Gupta to cover the week’s market movements, the Fed’s minutes from its June policy meeting, and Jobless Claims. Justin and Arun team up to discuss an investor who has named his children as beneficiaries of his 401(k); however, the investor just married, which could change how his 401(k) is distributed should something happen to him. The experts cover the importance of clearly designating beneficiaries and how 401(k) are treated different than IRAs. The hosts round out the show by answering listeners’ questions on employer matching contributions and the need for a will if one has no heirs. Timestamps and Chapters 00:00 Market Roundup: Covering July 3 – July 7, 2023 21:40 Case Study: 401(k) Beneficiary Designations 34:04 Q&A Time: Employer Matching Contributions and “Do I need a will?” Follow Henssler: Facebook: http://bit.ly/HensslerFacebook Twitter: http://bit.ly/HensslerTwitter LinkedIn: http://bit.ly/HensslerLinkedIn Instagram: https://www.instagram.com/hensslerfinancial/ YouTube: http://bit.ly/HensslerYouTube “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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Medicare for a Stay-at-Home Spouse 10:56

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Original Air Date: July 1, 2023 Managing Associate D.J. Barker, CWS®, Associate Peter Lynch, and Chief Investment Officer Troy Harmon, CFA, CVA, discuss Medicare coverage for a stay-at-home spouse who may not have enough work credits to qualify for premium-free Medicare Part A. Read the Article: https://www.henssler.com/the-critical-consideration-of-health-insurance-for-non-working-spouses-in-retirement…

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Henssler Money Talks - July 1, 2023 45:51

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Henssler Money Talks – July 1, 2023 Season 37, Episode 26 This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate D.J. Barker, CWS®, and Associate Peter Lynch to discuss consumer confidence, the final reading of first-quarter GDP, and interest rates. D.J. and Peter discuss Medicare coverage for a stay-at-home spouse who may not have enough work credits to qualify for premium-free Medicare Part A. The financial experts finish the show answering listener’s questions on insurance reviews and IRA contributions for servicemembers. Timestamps and Chapters 00:00 Market Roundup: Covering June 26 – June 30, 2023 25:11 Case Study: Medicare for a Stay-at-Home Spouse 35:34 Q&A Time: Insurance Reviews and IRA Contributions for Servicemembers Follow Henssler: Facebook: http://bit.ly/HensslerFacebook Twitter: http://bit.ly/HensslerTwitter LinkedIn: http://bit.ly/HensslerLinkedIn Instagram: https://www.instagram.com/hensslerfinancial/ YouTube: http://bit.ly/HensslerYouTube “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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Estate Planning for Unmarried Couples 12:04

för 2 years sedan12:04

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Original Air Date: June 24, 2023 Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate Melanie Wells, CFP®, and Associate Giuliana Barbagelata, CFP®, to discuss some of the important considerations unmarried couples need to consider when estate planning. The process starts with financial planning, including how assets are titled, beneficiary designations, and determining if assets should be placed in a trust. Read the Article: https://www.henssler.com/key-estate-planning-considerations-for-unmarried-couples…

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Our Three Cents — Don’t Sell Yourself Short: Normalize Financial Statements 18:45

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Don’t Sell Yourself Short: Normalize Financial Statements Season 3, Episode 1 Back after a brief hiatus, Our Three Cents is back as Troy Harmon, CFA, CVA, Nick Antonucci, CVA, CEPA, and K.C. Smith, CFP®, CEPA of Henssler Financial are joined by Tax Partner John Dickson, CPA, CFP®, CVA, of Henssler CPAs & Advisers to discuss business owners who are trying to minimize taxes by running as many expenses as possible through their business. This practice—while perfectly legal and often a good strategy to manage taxes—drives down their income used for valuation purposes; therefore, making it an uphill battle for a business owner to obtain a higher valuation when preparing to sell their business. "Our Three Cents” is a spinoff podcast of “Money Talks,” focusing on good business strategies, business valuations, and business exit planning. “Our Three Cents” is brought to you by Henssler Financial. Click Here to Subscribe to the Henssler Money Talks podcast.…

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Henssler Money Talks - June 24, 2023 44:36

för 2 years sedan44:36

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Henssler Money Talks – June 24, 2023 Season 37, Episode 25 This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate Melanie Wells, CFP®, and Associate Giuliana Barbagelata, CFP®, to discuss the week’s market movements, Consumer Sentiment, housing news, and Jobless Claims. Melanie and Giuliana discuss some of the important considerations unmarried couples need to consider when estate planning. The process starts with financial planning, including how assets are titled, beneficiary designations, and determining if assets should be placed in a trust. The hosts wrap up the show by answering a listener’s question on Temu’s parent company PDD Holdings, Inc. Timestamps and Chapters 00:00 Market Roundup: Covering June 19 – June 23, 2023 21:16 Case Study: Estate Planning for Unmarried Couples 33:46 Q&A Time: Opinions on PDD Holdings, Inc. Follow Henssler: Facebook: http://bit.ly/HensslerFacebook Twitter: http://bit.ly/HensslerTwitter LinkedIn: http://bit.ly/HensslerLinkedIn Instagram: https://www.instagram.com/hensslerfinancial/ YouTube: http://bit.ly/HensslerYouTube “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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Secure 2.0 Act Education Expenses Provisions 11:35

för 2 years sedan11:35

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Original Air Date: June 17, 2023 Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate K.C. Smith, CFP®, CEPA, and Senior Associate Logan Daniel, CFP®, CRPC®, discuss how the Secure Act 2.0 included provisions that could help a couple’s situation with resuming student loan payments and money remaining in a 529 plan. Read the Article: https://www.henssler.com/the-secure-2-0-act-empowering-student-loan-borrowers-and-retirement-savings…

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Henssler Money Talks – June 17, 2023 44:52

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Henssler Money Talks – June 17, 2023 Season 37, Episode 24 This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate K.C. Smith, CFP®, CEPA, and Senior Associate Logan Daniel, CFP®, CRPC®, to discuss the market performance for the week, the Producer Price and Consumer Price indices, and the latest news from the Fed’s monetary policy meeting. The planners discuss how the Secure Act 2.0 included provisions that could help a couple’s situation with resuming student loan payments and money remaining in a 529 plan. The experts round out the show answering a listener’s question on the market breadth. Timestamps and Chapters 00:00 Market Roundup: Covering June 12 – June 16, 2023 22:12 Case Study: Secure 2.0 Act Education Expenses Provisions 33:26 Q&A Time: Should we worry about the market breadth? Follow Henssler: Facebook: http://bit.ly/HensslerFacebook Twitter: http://bit.ly/HensslerTwitter LinkedIn: http://bit.ly/HensslerLinkedIn Instagram: https://www.instagram.com/hensslerfinancial/ YouTube: http://bit.ly/HensslerYouTube “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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Get This College Grad off My Couch! 11:47

för 2 years sedan11:47

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Original Air Date: June 10, 2023 Managing Associate Jarrett McKenzie, CFP®, CWS®, and Associate Clay Norman, CFP®, are joined by Chief Investment Officer Troy Harmon, CFA, CVA to provide advice for a couple of listeners who need help motivating their college grad to pay attention to his financial future and work toward independence. Read the Article: https://www.henssler.com/essential-lessons-from-boomerang-kids-to-financial-freedom…

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Henssler Money Talks - June 10, 2023 45:18

för 2 years sedan45:18

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Henssler Money Talks – June 10, 2023 Season 37, Episode 23 This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate Jarrett McKenzie, CFP®, CWS®, and Associate Clay Norman, CFP®, to discuss the week’s market movements, the ISM Non-Manufacturing Index, and Consumer Credit. Jarrett and Clay team up to help a couple of listeners who need help motivating their college grad to pay attention to his financial future and work toward independence. They round out the show providing advice for a father who wants to use the way his twins used their birthday money as a teaching lesson about saving and spending. Timestamps and Chapters 00:00 Market Roundup: Covering June 5 – June 9, 2023 21:47 Case Study: Get This College Grad off My Couch! 33:07 Q&A Time: Found money—to save or to spend Follow Henssler: Facebook: http://bit.ly/HensslerFacebook Twitter: http://bit.ly/HensslerTwitter LinkedIn: http://bit.ly/HensslerLinkedIn Instagram: https://www.instagram.com/hensslerfinancial/ YouTube: http://bit.ly/HensslerYouTube “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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Installment Sales 15:05

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Original Air Date: June 3, 2023 Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Tax Manager Jessie Thomas, CPA, and Managing Associate D.J. Barker, CWS®, to discuss an investor who wants to sell her late mother’s house in an installment sale to control capital gains. The experts look at the benefits of such an arrangement and how this would affect her financial plan. Read the Article: https://www.henssler.com/from-joint-ownership-to-installment-sale-how-an-investor-overcame-tax-hurdles…

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Henssler Money Talks - June 3 2023 45:51

för 2 years sedan45:51

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Henssler Money Talks – June 3, 2023 Season 37, Episode 22 This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Tax Manager Jessie Thomas, CPA, and Managing Associate D.J. Barker, CWS®, to cover the week’s market movements, the second estimate of first quarter’s GDP, and the latest Consumer Sentiment reading. Jessie and D.J. discuss an investor who wants to sell her late mother’s house in an installment sale to control capital gains. The experts look at the benefits of such an arrangement and how this would affect her financial plan. The hosts finish the show by answering a listener’s question on combining finances as a blended family. Timestamps and Chapters 00:00 Market Roundup: Covering May 30 – June 2, 2023 25:10 Case Study: Installment Sales 35:33 Q&A Time: Combining finances as a blended family Follow Henssler: Facebook: http://bit.ly/HensslerFacebook Twitter: http://bit.ly/HensslerTwitter LinkedIn: http://bit.ly/HensslerLinkedIn Instagram: https://www.instagram.com/hensslerfinancial/ YouTube: http://bit.ly/HensslerYouTube “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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Deeper Dive into the Economy and Market 11:35

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Original Air Date: May 27, 2023 This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by his Research team, Analysts Nick Antonucci, CVA, CEPA, and Jacob Keen, CFA, to take a deeper look at our economy and market. Read the Article: https://www.henssler.com/market-reactions-and-investor-perspectives-amid-the-debt-ceiling-debate/…

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Henssler Money Talks - May 27, 2023 45:02

för 2 years sedan45:02

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Henssler Money Talks – May 27, 2023 Season 37, Episode 21 This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by his Research team, Analysts Nick Antonucci, CVA, CEPA, and Jacob Keen, CFA, to discuss the surprising decrease in initial Jobless Claims and housing data including Existing and New-Home Sales. The Research Analysts take a deeper look at our economy and market. They also answer listeners’ questions on financial institution J.P. Morgan Chase and where to look for investment opportunities in the market whether if you’re looking to ramp up liquidity or dollar-cost average into stocks. Timestamps and Chapters 00:00 Market Roundup: Covering May 22 – May 26, 2023 22:03 Investment Whys: Deeper Dive into the Economy and Market 33:18 Q&A Time: Where are the investment opportunities? Follow Henssler: Facebook: http://bit.ly/HensslerFacebook Twitter: http://bit.ly/HensslerTwitter LinkedIn: http://bit.ly/HensslerLinkedIn Instagram: https://www.instagram.com/hensslerfinancial/ YouTube: http://bit.ly/HensslerYouTube “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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Upcoming Changes to the FAFSA 9:47

för 2 years sedan9:47

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Original Air Date: May 20, 2023 Managing Associate D.J. Barker, CWS®, and Associate Josh Weidie, CFP®, CWS®, join Chief Investment Officer Troy Harmon, CFA, CVA, to cover some of the upcoming changes parents and students can expect to see on the Free Application for Federal Student Aid this fall when they apply for the 2024-2025 school year. Read the Article: https://www.henssler.com/the-changing-landscape-of-financial-aid-what-students-and-parents-need-to-know…

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Henssler Money Talks – May 20, 2023 44:59

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Henssler Money Talks – May 20, 2023 Season 37, Episode 20 This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate D.J. Barker, CWS®, and Associate Josh Weidie, CFP®, CWS®, to cover Consumer Sentiment, Retail Sales, Industrial Production, and interest rates. The financial planners discuss some of the upcoming changes parents and students can expect to see on the Free Application for Federal Student Aid this fall when they apply for the 2024-2025 school year. The hosts round out the show by answering a listener’s question on finding a buying opportunity in the current market. Timestamps and Chapters 00:00 Market Roundup: Covering May 15 – May 19, 2023 25:24 Case Study: Upcoming Changes to the FAFSA 34:45 Q&A Time: What would be a good time to buy in this market environment? Follow Henssler: Facebook: http://bit.ly/HensslerFacebook Twitter: http://bit.ly/HensslerTwitter LinkedIn: http://bit.ly/HensslerLinkedIn Instagram: https://www.instagram.com/hensslerfinancial/ YouTube: http://bit.ly/HensslerYouTube “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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Turning a Windfall into a Charitable Legacy 10:37

för 2 years sedan10:37

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Original Air Date: May 13, 2023 Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Senior Associate Michael Griffin, CFP®, and Associate Peter Lynch to discuss an investor who wants to direct her significant inheritance to charity by creating a lasting legacy. Read the Article: https://www.henssler.com/financial-planning-and-giving-unlocking-the-potential-of-an-unexpected-windfall…

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Henssler Money Talks – May 13, 2023 43:42

för 2 years sedan43:42

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Henssler Money Talks – May 13, 2023 Season 37, Episode 19 This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Senior Associate Michael Griffin, CFP®, and Associate Peter Lynch to discuss the April Employment Situation, the Consumer and Producer Price indices, and interest rates. Michael and Peter discuss an investor who wants to direct her significant inheritance to charity by creating a lasting legacy. The experts finish the show by answering a listener’s question on whether investors should be concerned about the debt ceiling. Timestamps and Chapters 00:00 Market Roundup: Covering May 8 – May 12, 2023 21:56 Case Study: Turning a Windfall into a Charitable Legacy 32:15 Q&A Time: Should we be concerned about the debt ceiling? Follow Henssler: Facebook: http://bit.ly/HensslerFacebook Twitter: http://bit.ly/HensslerTwitter LinkedIn: http://bit.ly/HensslerLinkedIn Instagram: https://www.instagram.com/hensslerfinancial/ YouTube: http://bit.ly/HensslerYouTube “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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Borrowing from your 401(k) 12:54

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Original Air Date: May 6, 2023 This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, Client Relationship Manager—Retirement Services, Justin Wagner, AIF®, and Associate Peter Lynch discuss the situation of an investor who wants to borrow from his 401(k) for an emergency. Read the Article: https://www.henssler.com/when-emergency-strikes-should-you-tap-into-your-401k…

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Henssler Money Talks - May 6, 2023 47:48

för 2 years sedan47:48

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Henssler Money Talks – May 6, 2023 Season 37, Episode 18 This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, Client Relationship Manager—Retirement Services, Justin Wagner, AIF®, and Associate Peter Lynch cover the ISM Manufacturing Index, existing home sales, and earnings. The financial experts discuss the situation of an investor who wants to borrow from his 401(k) for an emergency. The hosts round out the show by answering a listener’s question on two surprising companies that utilize AI technology: Intuitive Surgical and Raytheon. Timestamps and Chapters 00:00 Market Roundup: Covering April 26 – May 2, 2023 23:47 Case Study: Borrowing from your 401(k) 36:14 Q&A Time: Intuitive Surgical and Raytheon Follow Henssler: Facebook: http://bit.ly/HensslerFacebook Twitter: http://bit.ly/HensslerTwitter LinkedIn: http://bit.ly/HensslerLinkedIn Instagram: https://www.instagram.com/hensslerfinancial/ YouTube: http://bit.ly/HensslerYouTube “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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Henssler Money Talks - April 29, 2023 (Repeat) 44:26

för 2 years sedan44:26

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This week on Money Talks, the hosts are out of the studio attending a companywide meeting. On the April 29 broadcast, we’ll be taking a look back at some of our best case studies from the past few weeks.

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Pay Attention to FDIC Limits 11:12

för 2 years sedan11:12

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Original Air Date: April 22, 2023 Chief Investment Officer Troy Harmon, CFA, CVA, Senior Associate Michael Griffin, CFP®, and Senior Financial Planner Giuliana Barbagelata, CFP® team up to discuss an investor whose deposits have well-exceeded the FDIC insurance limit at his bank. They offer solutions to protect his liquid assets. Read the Article: https://www.henssler.com/understanding-fdic-insurance-limits-how-to-keep-your-deposits-safe…

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Henssler Money Talks – April 22, 2023 45:05

för 2 years sedan45:05

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Henssler Money Talks – April 22, 2023 Season 37, Episode 16 This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, Senior Associate Michael Griffin, CFP®, and Senior Financial Planner Giuliana Barbagelata, CFP® discuss March’s Retail Sales, Industrial Production, and earnings season. The financial experts team up to discuss an investor whose deposits have well-exceeded the FDIC insurance limit at his bank. They offer solutions to protect his liquid assets. The hosts finish the show answering a listener’s question on Bank of America and UBS Group. Timestamps and Chapters 00:00 Market Roundup: Covering April 17 – April 21, 2023 23:25 Case Study: Pay Attention to FDIC Limits 34:19 Q&A Time: Bank of America and UBS Group Follow Henssler: Facebook: http://bit.ly/HensslerFacebook Twitter: http://bit.ly/HensslerTwitter LinkedIn: http://bit.ly/HensslerLinkedIn Instagram: https://www.instagram.com/hensslerfinancial/ YouTube: http://bit.ly/HensslerYouTube “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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Budgeting for Health Care in Retirement 12:21

för 2 years sedan12:21

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Original Air Date: April 15, 2023 Chief Investment Officer Troy Harmon, CFA, CVA, Managing Associate Jarrett McKenzie, CFP®, CWS®, and Senior Associate Logan Daniel, CFP®, CRPC®, team up to address a couple’s question on how to budget for health care costs in retirement, as reports show retirees can need anywhere between $212,000 and $383,000 for health care costs. Read the Article: https://www.henssler.com/plan-ahead-for-health-care-cost-to-protect-your-retirement-savings…

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Henssler Money Talks - April 15, 2023 46:02

för 2 years sedan46:02

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Henssler Money Talks – April 15, 2023 Season 37, Episode 15 This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, Managing Associate Jarrett McKenzie, CFP®, CWS®, and Senior Associate Logan Daniel, CFP®, CRPC®, team up to discuss the week’s market performance, March’s Consumer Price Index, and the minutes from the Fed’s March monetary policy meeting. Jarrett and Logan address a couple’s question on how to budget for health care costs in retirement, as reports show retirees can need anywhere between $200,000 and $380,000 for out-of-pocket health care costs. The hosts round out the show by answering listeners’ questions on guidelines for borrowing for college costs and stocks Occidental Petroleum and Schlumberger Ltd. Timestamps and Chapters 00:00 Market Roundup: Covering April 10 – April 14, 2023 23:06 Case Study: Budgeting for Health Care in Retirement 35:04 Q&A Time: Borrowing for College, Occidental Petroleum, and Schlumberger Ltd. Follow Henssler: Facebook: http://bit.ly/HensslerFacebook Twitter: http://bit.ly/HensslerTwitter LinkedIn: http://bit.ly/HensslerLinkedIn Instagram: https://www.instagram.com/hensslerfinancial/ YouTube: http://bit.ly/HensslerYouTube “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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Henssler Money Talks - April 8, 2023 (Repeat) 43:49

för 2 years sedan43:49

43:49

This week on Money Talks, we’ll be out of the studio for the Easter holiday. On the April 8 broadcast, we’ll be taking a look back at some of our best case studies and questions. Join us for the “Best of Money Talks” your trusted resource for your money, your future, your life.

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Stuck in the Sandwich Generation 11:38

för 2 years sedan11:38

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Original Air Date: April 1, 2023 Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Senior Associate Melanie Wells, CFP®, along with Associate Clay Norman, CFP®, to provide advice to an investor who is stuck in the middle of caring for her parents’ finances and supporting her children. They discuss what she needs to do to ensure her own financial house is in order. Read the Article: https://www.henssler.com/caught-in-the-middle-navigating-the-challenges-of-the-sandwich-generation…

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Henssler Money Talks – April 1, 2023 45:44

för 2 years sedan45:44

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Henssler Money Talks – April 1, 2023 Season 37, Episode 13 This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, Senior Associate Melanie Wells, CFP®, along with Associate Clay Norman, CFP®, discuss the relatively calm week in the market, the uptick in Consumer Confidence, and the final reading of fourth quarter GDP. Melanie and Clay discuss an investor who is stuck in the middle of caring for her parents’ finances and supporting her children. They discuss what she needs to do to ensure her own financial house is in order. The hosts round out the show by answering listeners’ questions on when to sign up for Medicare and social media platform Pinterest. Timestamps and Chapters 00:00 Market Roundup: Covering March 27 – March 31, 2023 22:30 Case Study: Stuck in the Sandwich Generation 33:27 Q&A Time: Medicare and Pinterest Follow Henssler: Facebook: http://bit.ly/HensslerFacebook Twitter: http://bit.ly/HensslerTwitter LinkedIn: http://bit.ly/HensslerLinkedIn Instagram: https://www.instagram.com/hensslerfinancial/ YouTube: http://bit.ly/HensslerYouTube “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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Real Estate as a “Retirement Career” 11:00

för 2 years sedan11:00

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Original Air Date: March 25, 2023 Chief Investment Officer Troy Harmon, CFA, CVA, Senior Associate Michael Griffin, CFP®, along with Associate Josh Weidie, CWS®, discuss an investor who wants to generate rental income in retirement by renting multiple homes. They discuss some of the issues with becoming a landlord, and some of the financial aspects he should consider. Read the Article: https://www.henssler.com/be-aware-of-the-pros-and-cons-of-owning-rental-properties…

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Henssler Money Talks - March 25, 2023 45:17

för 2 years sedan45:17

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Henssler Money Talks – March 25, 2023 Season 37, Episode 12 This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, Senior Associate Michael Griffin, CFP®, along with Associate Josh Weidie, CWS®, discuss the results of the Federal Open Market Committee’s March meeting, February’s existing home sales, and Industrial Production. The Experts come together to look at an investor who wants to generate rental income in retirement by renting multiple homes. They discuss some of the issues with becoming a landlord, and some of the financial aspects he should consider. The host finish the show answering a listener’s question on avoiding the 10% penalty on an early withdrawal from an IRA. Timestamps and Chapters 00:00 Market Roundup: Covering March 20 – March 24, 2023 23:50 Case Study: Real Estate as a “Retirement Career” 34:22 Q&A Time: Can I avoid the 10% penalty on an early withdrawal from an IRA? Follow Henssler: Facebook: http://bit.ly/HensslerFacebook Twitter: http://bit.ly/HensslerTwitter LinkedIn: http://bit.ly/HensslerLinkedIn Instagram: https://www.instagram.com/hensslerfinancial/ YouTube: http://bit.ly/HensslerYouTube “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 U.S. Banking System after Recent Failures 20:33

för 2 years sedan20:33

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Original Air Date: March 18, 2023 This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, Managing Associate K.C. Smith, CFP®, CEPA, and Senior Financial Planner Giuliana Barbagelata, CFP® discuss the week’s major news, including the Silicon Valley Bank and Signature bank failures, the contagion effect on the banking industry, and what this means for investors with accounts at Schwab. Read the article: https://www.henssler.com/lessons-learned-from-silicon-valley-bank…

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Henssler Money Talks – March 18, 2023 46:49

för 2 years sedan46:49

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Henssler Money Talks – March 18, 2023 Season 37, Episode 11 This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, Managing Associate K.C. Smith, CFP®, CEPA, and Senior Financial Planner Giuliana Barbagelata, CFP® cover February’s employment numbers and the Consumer and Producer Price indices. The hosts discuss the week’s major news, including the Silicon Valley Bank and Signature bank failures, the contagion effect on the banking industry, and what this means for investors with accounts at Schwab. Timestamps and Chapters 00:00 Market Roundup: Covering March 13 – March 17, 2023 20:15 Investment Whys: The U.S. Banking System after Recent Failures Follow Henssler: Facebook: http://bit.ly/HensslerFacebook Twitter: http://bit.ly/HensslerTwitter LinkedIn: http://bit.ly/HensslerLinkedIn Instagram: https://www.instagram.com/hensslerfinancial/ YouTube: http://bit.ly/HensslerYouTube “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 Aren’t We Selling the Dogs? 11:47

för 2 years sedan11:47

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Original Air Date: March 11, 2023 Managing Associate Jarrett McKenzie, CFP®, CWS®, and Senior Financial Planner Adam Stadalius, CFP®, join Chief Investment Officer Troy Harmon, CFA, CVA, to discuss the situation of a couple of investors who want to sell the dogs out of their portfolio and stick with the stocks that have been doing well. Read the Article: https://www.henssler.com/what-have-you-done-for-me-lately…

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State Tax Snare for Remote Workers 9:34

för 3 years sedan9:34

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Original Air Date: November 12, 2022 Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Tax Manager Jessie Thomas, CPA, and Director of Insurance Planning Jim Crone, CLU®, CFS®, to tackle a couple’s situation on how they’re paying state income taxes twice because they work remotely. Read the Article: https://www.henssler.com/remote-workers-may-face-state-income-tax-conundrum…

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Henssler Money Talks – November 12, 2022 40:47

för 3 years sedan40:47

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Henssler Money Talks – November 12, 2022 Season 36, Episode 46 This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Tax Manager Jessie Thomas, CPA, and Director of Insurance Planning Jim Crone, CLU®, CFS®, to cover the week’s news on inflation with the Consumer Price Index and the latest inversion in interest rates. Jessie tackles a couple’s situation on how they’re paying state income taxes twice because they work remotely. The hosts round out the show by answering listeners’ questions on depositing lottery winnings and life insurance. Timestamps and Chapters 00:00 Market Roundup: Covering Nov. 7 – Nov. 11, 2022 24:12 Case Study: State Tax Snare for Remote Workers 33:51 Q&A Time: Lottery Winnings and Life Insurance Follow Henssler: Facebook: http://bit.ly/HensslerFacebook Twitter: http://bit.ly/HensslerTwitter LinkedIn: http://bit.ly/HensslerLinkedIn Instagram: https://www.instagram.com/hensslerfinancial/ YouTube: http://bit.ly/HensslerYouTube “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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Investing Through the Market Trough 12:59

för 3 years sedan12:59

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Original Air Date: November 5, 2022 Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate Jarrett McKenzie, CFP®, CWS®, and Senior Associate Melanie Wells, CFP®, discuss a couple who cannot decide what to do in this volatile market—sell out and wait until it levels out or dollar cost average more into the market. Read the Article: https://www.henssler.com/if-high-quality-companies-are-on-sale-why-arent-investors-buying…

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Henssler Money Talks - November 5, 2022 45:04

för 3 years sedan45:04

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Henssler Money Talks – November 5, 2022 Season 36, Episode 45 This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate Jarrett McKenzie, CFP®, CWS®, and Senior Associate Melanie Wells, CFP®, to discuss the market’s sharp reaction to the Federal Reserve's sentiment provided at the conclusion of their two-day meeting on monetary policy. The financial experts discuss a couple who cannot decide what to do in this volatile market—sell out and wait until it levels out or dollar cost average more into the market. The hosts bring the show to a close by discussing Meta Platforms’ performance and plans for the future. Timestamps and Chapters 00:00 Market Roundup: Covering Oct. 31 – Nov. 4, 2022 22:40 Case Study: Investing Through the Market Trough 35:07 Q&A Time: Meta Platforms Follow Henssler: Facebook: http://bit.ly/HensslerFacebook Twitter: http://bit.ly/HensslerTwitter LinkedIn: http://bit.ly/HensslerLinkedIn Instagram: https://www.instagram.com/hensslerfinancial/ YouTube: http://bit.ly/HensslerYouTube “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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Gifting During Your Lifetime 12:04

för 3 years sedan12:04

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Original Air Date: October 29, 2022 Senior Associate Michael Griffin, CFP®, and Associate Logan Daniel, CFP®, CRPC®, join Chief Investment Officer Troy Harmon, CFA, CVA, to advise a couple who want to begin gifting their wealth to their nieces and nephews. With a wide range of ages and situations, the planners provide ways to make the most out of their generous gifts. Read the Article: https://www.henssler.com/gifting-while-living-seeing-loved-ones-benefit…

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Henssler Money Talks - October 29, 2022 42:46

för 3 years sedan42:46

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Henssler Money Talks – October 29, 2022 Season 36, Episode 44 This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Senior Associate Michael Griffin, CFP®, and Associate Logan Daniel, CFP®, CRPC®, to the preliminary estimate for third quarter GDP, consumer confidence, and Treasury rates. Michael and Logan advise a couple who want to begin gifting their wealth to their nieces and nephews. With a wide range of ages and situations, the planners provide ways to make the most out of their generous gifts. The hosts finish up by answering listeners’ questions on filling out the FAFSA and Crown Holdings. Timestamps and Chapters 00:00 Market Roundup: Covering Oct. 24 – Oct. 28, 2022 17:36 Case Study: Gifting During Your Lifetime 29:05 Q&A Time: Filling out the FAFSA and Crown Holdings Follow Henssler: Facebook: http://bit.ly/HensslerFacebook Twitter: http://bit.ly/HensslerTwitter LinkedIn: http://bit.ly/HensslerLinkedIn Instagram: https://www.instagram.com/hensslerfinancial/ YouTube: http://bit.ly/HensslerYouTube “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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How Social Security Fits in Your Financial Plan 11:36

för 3 years sedan11:36

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Original Air Date: October 22, 2022 Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associates D.J. Barker, CWS® and K.C. Smith, CFP®, CEPA, to provide guidance to a couple of investors who have differing opinions on how much they should rely on Social Security in their financial plan. Read the Article: https://www.henssler.com/how-much-should-you-rely-on-social-security-for-your-retirement…

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Henssler Money Talks - October 22, 2022 38:18

för 3 years sedan38:18

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Henssler Money Talks – October 22, 2022 Season 36, Episode 43 This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associates D.J. Barker, CWS® and K.C. Smith, CFP®, CEPA, to discuss the week’s market movements, earnings, and economic releases Retail Sales and Industrial Production. K.C. and D.J. provide guidance to a couple of investors who have differing opinions on how much they should rely on Social Security in their financial plan. The hosts round out the show providing income-producing stock recommendations for a long-time listener. Timestamps and Chapters 00:00 Market Roundup: Covering Oct. 17 – Oct. 21, 2022 21:06 Case Study: How Social Security Fits in Your Financial Plan 33:01 Q&A Time: Recommendations for Income-Producing Stocks Follow Henssler: Facebook: http://bit.ly/HensslerFacebook Twitter: http://bit.ly/HensslerTwitter LinkedIn: http://bit.ly/HensslerLinkedIn Instagram: https://www.instagram.com/hensslerfinancial/ YouTube: http://bit.ly/HensslerYouTube “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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Our Three Cents — Dot your I’s and Cross Your T’s 19:40

för 3 years sedan19:40

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Troy Harmon, CFA, CVA, Nick Antonucci, CVA, CEPA, and K.C. Smith, CFP®, CEPA of Henssler Financial are joined by Kenny Hall, an attorney and partner at Moore Ingram Johnson & Steele, LLP. He is an expert in tax litigation, mergers and acquisitions, capital raises and restructuring and captive insurance companies. Kenny joins the Our Three Cents hosts to talk about the benefits of having a corporate attorney involved in your business well before exit planning is even considered. Having a company’s basic documentation in place can put owners in a better position to receive the expected value of the transaction, as prospective buyers will ask to see certain records when conducting due diligence. "Our Three Cents” is a spinoff podcast of “Money Talks,” focusing on good business strategies, business valuations, and business exit planning. “Our Three Cents” is brought to you by Henssler Financial.…

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Fixed Income Investing — Bond Ladders 11:08

för 3 years sedan11:08

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Original Air Date: October 15, 2022 Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Associate Peter Lynch, and Senior Financial Planner Clay Norman, CFP®, who come together to address a couple’s concerns about moving money into fixed-income investments. They explain fixed income’s role in a portfolio and laddering bonds. Read the Article: https://www.henssler.com/laddering-your-bond-portfolio-to-protect-your-10-year-money…

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Henssler Money Talks - October 15, 2022 43:20

för 3 years sedan43:20

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Henssler Money Talks – October 15, 2022 Season 36, Episode 42 This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Associate Peter Lynch, and Senior Financial Planner Clay Norman, CFP®, to cover September’s employment numbers, and the Consumer Price and Producer Price indices. The financial Experts come together to address a couple’s concerns about moving money into fixed-income investments. They explain fixed income’s role in a portfolio and laddering bonds. The hosts complete the show by covering listeners’ questions on stockpiling cash before retirement and seeking out actively managed funds over index funds. Timestamps and Chapters 00:00 Market Roundup: Covering Oct. 10 – Oct. 14, 2022 18:56 Case Study: Fixed Income Investing — Bond Ladders 32:34 Q&A Time: Stockpiling Cash and Actively Managed Funds Follow Henssler: Facebook: http://bit.ly/HensslerFacebook Twitter: http://bit.ly/HensslerTwitter LinkedIn: http://bit.ly/HensslerLinkedIn Instagram: https://www.instagram.com/hensslerfinancial/ YouTube: http://bit.ly/HensslerYouTube “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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Disability Insurance: Protect your Ability to Earn 10:56

för 3 years sedan10:56

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Original Air Date: October 8, 2022 Managing Associate K.C. Smith, CFP®, CEPA, and Senior Financial Planner Giuliana Barbagelata, CFP®, join” Chief Investment Officer Troy Harmon, CFA, CVA, to discuss how disability insurance can help protect your ability to earn a living. They cover employer group policies, own-occupation policies and waiting periods before benefits begin. Read the Article: https://www.henssler.com/protection-against-disability-from-derailing-your-plan…

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Henssler Money Talks - October 8, 2022 42:58

för 3 years sedan42:58

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Henssler Money Talks – October 8, 2022 Season 36, Episode 41 This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate K.C. Smith, CFP®, CEPA, and Senior Financial Planner Giuliana Barbagelata, CFP®, to cover the ISM Manufacturing and Nonmanufacturing Indices and the University of Michigan Consumer Sentiment Survey. K.C. and Giuliana team up to discuss how disability insurance can help protect your ability to earn a living. They cover employer group policies, own-occupation policies, and waiting periods before benefits begin. The financial experts round out the show answering a listener’s question on mutual funds, required minimum distributions, and qualified charitable distributions. Timestamps and Chapters 00:00 Market Roundup: Covering Oct. 3 – Oct. 7, 2022 23:11 Case Study: Disability Insurance: Protect your Ability to Earn 34:01 Q&A Time: Mutual Funds, Required Minimum Distributions, and Qualified Charitable Distributions. Follow Henssler: Facebook: http://bit.ly/HensslerFacebook Twitter: http://bit.ly/HensslerTwitter LinkedIn: http://bit.ly/HensslerLinkedIn Instagram: https://www.instagram.com/hensslerfinancial/ YouTube: http://bit.ly/HensslerYouTube “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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Alternative Investments 11:39

för 3 years sedan11:39

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Original Air Date: October 1, 2022 This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Senior Financial Planners Josh Weidie, CWS®, and Adam Stadalius, CFP®, to discuss alternative investment options, covering what type of investor they’re appropriate for and the risks involved, as well as the many different types of alternative investments. Read the Article: https://www.henssler.com/alternative-investments-enhanced-risk-with-potential-for-enhanced-rewards…

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Henssler Money Talks - October 1, 2022 40:00

för 3 years sedan40:00

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Henssler Money Talks – October 1, 2022 Season 36, Episode 40 This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Senior Financial Planners Josh Weidie, CWS®, and Adam Stadalius, CFP®, to cover the market’s performance for the week, consumer confidence, and new home sales. The show hosts team up to discuss alternative investment options, covering what type of investor they’re appropriate for and the risks involved, as well as the many different types of alternative investments. The financial experts round out the show answering a listener’s question on what married couples should discuss when combining finances. Timestamps and Chapters 00:00 Market Roundup: Covering Sept. 26 – Sept. 30, 2022 23.23 Case Study: Alternative Investments 35:19 Q&A Time: Combining finances when getting married Follow Henssler: Facebook: http://bit.ly/HensslerFacebook Twitter: http://bit.ly/HensslerTwitter LinkedIn: http://bit.ly/HensslerLinkedIn Instagram: https://www.instagram.com/hensslerfinancial/ YouTube: http://bit.ly/HensslerYouTube “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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A Financial Adviser and a Clients’ Divorce 11:12

för 2 years sedan11:12

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Original Air Date: January 14, 2023 Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate Jarrett McKenzie, CFP®, CWS ®, and Associate Peter Lynch discuss how financial advisers approach divorcing clients who are fighting over the financials. Read the article: https://www.henssler.com/case-study-a-financial-advisers-fiduciary-responsibility-during-a-clients-divorce/…

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Henssler Money Talks – January 14, 2023 45:45

för 2 years sedan45:45

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This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate Jarrett McKenzie, CFP®, CWS ®, and Associate Peter Lynch to discuss how the market is faring at the start of 2023, top movers in the market, and inflation. The hosts team up to discuss how when clients divorce, a financial adviser goes from one client as a couple to two clients who are looking out for themselves. The Experts round out the show by answering listeners’ questions on Timestamps and Chapters 00:00 Market Roundup: Covering Jan. 9 – Jan 13, 2023 24:10 Case Study: A Financial Adviser and a Clients’ Divorce 34:10 Q&A Time: Determining When to Retire Follow Henssler: Facebook: http://bit.ly/HensslerFacebook Twitter: http://bit.ly/HensslerTwitter LinkedIn: http://bit.ly/HensslerLinkedIn Instagram: https://www.instagram.com/hensslerfinancial/ YouTube: http://bit.ly/HensslerYouTube “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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2023 Outlook 11:35

för 2 years sedan11:35

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Original Air Date: January 7, 2023 Chief Investment Officer Troy Harmon, CFA, CVA, is joined by fellow Research Analysts Nick Antonucci, CVA, CEPA, and Jacob Keen, CFA, to look back at 2022’s stock market and provide their outlook on what could be in store for both the stock market and the economy in 2023. Read the Article: https://www.henssler.com/investors-look-ahead-to-a-choppy-2023/…

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Henssler Money Talks – January 7, 2023 45:47

för 2 years sedan45:47

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This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by fellow Research Analysts, Nick Antonucci, CVA, CEPA, and Jacob Keen, CFA, to look back at 2022’s stock market and provide their outlook on what could be in store for both the stock market and the economy in 2023. Timestamps and Chapters 00:00 Market Roundup: Covering Jan. 2 – Jan 6, 2023 10:55 Top 10 Movers: Insights into the current market cycle 21:40 Investment Whys: 2023 Outlook Follow Henssler: Facebook: http://bit.ly/HensslerFacebook Twitter: http://bit.ly/HensslerTwitter LinkedIn: http://bit.ly/HensslerLinkedIn Instagram: https://www.instagram.com/hensslerfinancial/ YouTube: http://bit.ly/HensslerYouTube “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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SECURE 2.0 Act 12:07

för 2 years sedan12:07

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Original Air Date: December 31, 2022 Investment Officer Troy Harmon, CFA, CVA, is joined by Senior Associate Melanie Wells, CFP®, and Senior Financial Planner Adam Stadalius, CFP®, discuss the SECURE Act 2.0 and the changes the act will bring to retirement accounts. Read the Article: https://www.henssler.com/secure-2-0-act-will-increase-the-savings-potential-for-many…

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Henssler Money Talks - December 31, 2022 44:08

för 2 years sedan44:08

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Henssler Money Talks – December 31, 2022 Season 36, Episode 53 This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Senior Associate Melanie Wells, CFP®, and Senior Financial Planner Adam Stadalius, CFP®, to cover consumer sentiment, personal income, new home sales as well as the market performance over the holidays. The financial Experts come together to discuss the SECURE Act 2.0 and the changes the act will bring to retirement accounts. The hosts round out the show answering a listener’s question regarding offering cryptocurrencies as a 401(k)-investment option. Follow Henssler: Facebook: http://bit.ly/HensslerFacebook Twitter: http://bit.ly/HensslerTwitter LinkedIn: http://bit.ly/HensslerLinkedIn Instagram: https://www.instagram.com/hensslerfinancial/ YouTube: http://bit.ly/HensslerYouTube “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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Planning with a Highly Appreciated Asset 11:34

för 2 years sedan11:34

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Original Air Date: December 17, 2022 Senior Associate Michael Griffin, CFP®, Senior Financial Planner Josh Weidie, CWS®, and Chief Investment Officer Troy Harmon, CFA, CVA, provide advice for a couple of investors who have a highly appreciated asset that they want to reinvest now after watching it lose around 20% this year. Read the Article: https://www.henssler.com/planning-with-a-highly-appreciated-asset…

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Henssler Money Talks - December 17, 2022 44:22

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Henssler Money Talks – December 17, 2022 Season 36, Episode 51 This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Senior Associate Michael Griffin, CFP®, and Senior Financial Planner Josh Weidie, CWS®, to cover the week’s economic releases, including the Consumer Price and Producer Price indices as well as the Fed’s latest moves on monetary policy. Michael and Josh provide advice for a couple of investors who have a highly appreciated asset that they want to do something with now that they’ve watched it lose around 20% this year. The hosts round out the show by answering listeners’ questions on preparing a minor for an inheritance and institutional shares of mutual funds. Follow Henssler: Facebook: http://bit.ly/HensslerFacebook Twitter: http://bit.ly/HensslerTwitter LinkedIn: http://bit.ly/HensslerLinkedIn Instagram: https://www.instagram.com/hensslerfinancial/ YouTube: http://bit.ly/HensslerYouTube “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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Tale of Two Investors and Dollar Cost Averaging 12:45

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Original Air Date: December 10, 2022 Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate D.J. Barker, CWS®, and Senior Financial Planner Clay Norman, CFP® to provide advice for two investors who both have a lump sum amount they want to invest; however, they have very different planning needs. Read the Article: https://www.henssler.com/leaving-your-ira-to-a-non-spouse-beneficiary…

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Henssler Money Talks - December 10, 2022 44:04

för 2 years sedan44:04

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Henssler Money Talks – December 10, 2022 Season 36, Episode 50 This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate D.J. Barker, CWS®, and Senior Financial Planner Clay Norman, CFP®. The experts cover November’s Employment Situation and the ISM Nonmanufacturing Index—both surprising to the upside. The hosts come together to provide advice for two investors who both have a lump sum amount they want to invest; however, they have very different planning needs. The guys finish off the show by answering listeners’ questions on equal-weighted S&P Index funds and deciding when to retire if you suspect you’ll have a shorter life expectancy. Follow Henssler: Facebook: http://bit.ly/HensslerFacebook Twitter: http://bit.ly/HensslerTwitter LinkedIn: http://bit.ly/HensslerLinkedIn Instagram: https://www.instagram.com/hensslerfinancial/ YouTube: http://bit.ly/HensslerYouTube “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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Alternatives to a “Stretch IRA” 10:40

för 2 years sedan10:40

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Original Air Date: December 3, 2022 This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Associate Peter Lynch and Senior Financial Planner Giuliana Barbagelata to provide some alternative options to a “Stretch IRA.” Read the Article: https://www.henssler.com/leaving-your-ira-to-a-non-spouse-beneficiary…

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Henssler Money Talks - December 3, 2022 44:08

för 3 years sedan44:08

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Henssler Money Talks – December 3, 2022 Season 36, Episode 49 This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Associate Peter Lynch and Senior Financial Planner Giuliana Barbagelata to cover the week’s market performance as well as the Conference Board’s reading of Consumer Sentiment and the second estimate of third quarter GDP. Peter and Giuliana team up to provide some alternative options to a “Stretch IRA.” The hosts round out the show answering listeners’ questions on the probability of a recession and purchasing life insurance on an ex-spouse. Follow Henssler: Facebook: http://bit.ly/HensslerFacebook Twitter: http://bit.ly/HensslerTwitter LinkedIn: http://bit.ly/HensslerLinkedIn Instagram: https://www.instagram.com/hensslerfinancial/ YouTube: http://bit.ly/HensslerYouTube “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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What Might Work in a Recession? 8:45

för 3 years sedan8:45

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Original Air Date: November 19, 2022 This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined his fellow Research Analysts, Nick Antonucci, CVA, CEPA, and Jacob Keen, CFA, to discuss the possibility of a recession, what this recession may look like, and what positions may work for investors. Read the Article: https://www.henssler.com/if-a-recession-is-ahead-what-positions-will-benefit-portfolios…

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Our Three Cents: The Flow of Assets and Business Interest 17:33

för 3 years sedan17:33

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Troy Harmon, CFA, CVA, Nick Antonucci, CVA, CEPA, and K.C. Smith, CFP®, CEPA of Henssler Financial are joined by estate planning attorney Arun Gupta to discus how corporate documents and personal estate planning go hand in hand when it comes to business interests. While estate planning documents can be unpleasant to think about, both corporate documents and an estate plan are essential for the flow of assets when a business owner dies. "Our Three Cents” is a spinoff podcast of “Money Talks,” focusing on good business strategies, business valuations, and business exit planning. “Our Three Cents” is brought to you by Henssler Financial. Click Here to Subscribe to the Henssler Money Talks podcast.…

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Henssler Money Talks - November 19, 2022 42:02

för 3 years sedan42:02

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Henssler Money Talks – November 19, 2022 Season 36, Episode 47 This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined his fellow Research Analysts, Nick Antonucci, CVA, CEPA, and Jacob Keen, CFA, to discuss interest rates and the possibility of what a recession may look like. They take a closer look at the macroeconomics of the market and mid-term elections. They round out the show by answering listeners’ questions on why the market acts on certain news. Timestamps and Chapters 00:00 Market Roundup: Covering Oct. 14 – Nov. 18, 2022 23:00 Case Study: What Might Work in a Recession? 33:33 Q&A Time: How does the “rational” market pick which news to listen to? Follow Henssler: Facebook: http://bit.ly/HensslerFacebook Twitter: http://bit.ly/HensslerTwitter LinkedIn: http://bit.ly/HensslerLinkedIn Instagram: https://www.instagram.com/hensslerfinancial/ YouTube: http://bit.ly/HensslerYouTube “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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Henssler Money Talks - March 11, 2023 44:56

för 2 years sedan44:56

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Henssler Money Talks – March 11, 2023 Season 37, Episode 10 This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate Jarrett McKenzie, CFP®, CWS®, and Senior Financial Planner Adam Stadalius, CFP®, to cover the latest Nonmanufacturing Index from the Institute for Supply Management, as well as interest rates and the yield curve. The financial experts discuss the situation of a couple of investors who want to sell the dogs out of their portfolio and stick with the stocks that have been doing well. They finish the show by answering a listener’s question on if it is better to hold an annuity or bonds from an insurance company. Timestamps and Chapters 00:00 Market Roundup: Covering March 6 – March 10, 2023 24:28 Case Study: Why Aren’t We Selling the Dogs? 35:50 Q&A Time: Better to Hold an Annuity or Bonds from an Insurance Company Follow Henssler: Facebook: http://bit.ly/HensslerFacebook Twitter: http://bit.ly/HensslerTwitter LinkedIn: http://bit.ly/HensslerLinkedIn Instagram: https://www.instagram.com/hensslerfinancial/ YouTube: http://bit.ly/HensslerYouTube “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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How the SECURE Acts affected RMDs 12:08

för 2 years sedan12:08

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Original Air Date: March 4, 2023 Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate D.J. Barker, CWS®, and Senior Associate Michael Griffin, CFP®, team up to address the multiple ways the SECURE Acts have affected required minimum distributions. Read the Article: https://www.henssler.com/three-ways-the-secure-acts-significantly-changed-required-minimum-distributions…

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Henssler Money Talks - March 4, 2023 44:56

för 2 years sedan44:56

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Henssler Money Talks – March 4, 2023 Season 37, Episode 9 This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate D.J. Barker, CWS®, and Senior Associate Michael Griffin, CFP®, to cover the week’s economic news, including New Home Sales, University of Michigan Consumer Sentiment Survey, the Conference Board Consumer Confidence, and interest rates. D.J. and Michael team up to address the multiple ways the SECURE Acts have affected required minimum distributions. The financial experts finish the show answering listener questions on the valuation model and on student loans being bankruptable. Timestamps and Chapters 00:00 Market Roundup: Covering Feb. 27 – March 3, 2023 23:39 Case Study: How the SECURE Acts affected RMDs 33:43 Q&A Time: The valuation model and student loans Follow Henssler: Facebook: http://bit.ly/HensslerFacebook Twitter: http://bit.ly/HensslerTwitter LinkedIn: http://bit.ly/HensslerLinkedIn Instagram: https://www.instagram.com/hensslerfinancial/ YouTube: http://bit.ly/HensslerYouTube “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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I Set It and Forgot It 10:01

för 2 years sedan10:01

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Original Air Date: February 25, 2023 Chief Investment Officer Troy Harmon, CFA, CVA, and Justin Wagner, AIF®, Client Relationship Manager for Retirement Services, deal with an investor who set his 401(k) and forgot about it for 13 years! Read the Article: https://www.henssler.com/retirement-savings-should-not-be-left-on-autopilot…

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Henssler Money Talks - February 25, 2023 44:51

för 2 years sedan44:51

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Henssler Money Talks – February 25, 2023 Season 37, Episode 8 This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Justin Wagner, AIF®, a Client Relationship Manager for Retirement Services to cover the week’s news, including the minutes from the latest Federal Open Market Committee meeting and the second reading of fourth quarter 2022 GDP. Justin and Troy address an investor who set his 401(k) and forgot about it for 13 years! Rounding out the show, Dr. Gene, Bil Lako, CFP®, and Jennifer Thomas, CFP® look back at how “Money Talks” has evolved alongside our firm and the many significant market events we’ve covered over the last three and a half decades as part of Henssler Financial’s 35th Anniversary. Timestamps and Chapters 00:00 Market Roundup: Covering Feb 20 – Feb. 24, 2023 11:03 Case Study: I Set It and Forgot It 20:36 Special 35th Anniversary Retrospective Follow Henssler: Facebook: http://bit.ly/HensslerFacebook Twitter: http://bit.ly/HensslerTwitter LinkedIn: http://bit.ly/HensslerLinkedIn Instagram: https://www.instagram.com/hensslerfinancial/ YouTube: http://bit.ly/HensslerYouTube “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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Planning Using SECURE Act Rules 11:50

för 2 years sedan11:50

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Original Air Date: February 18, 2023 Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Associate Peter Lynch and Senior Financial Planner Giuliana Barbagelata, CFP®, to discuss a couple looking to shift money around now to minimize the impact of required minimum distributions in the future. The experts discuss the many moving parts in their financial plan needing consideration before making any moves today. Read the article: https://www.henssler.com/financial-moves-to-minimize-taxes-need-to-consider-all-aspects…

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Henssler Money Talks – February 18, 2023 45:02

för 2 years sedan45:02

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Henssler Money Talks – February 18, 2023 Season 37, Episode 7 This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Associate Peter Lynch and Senior Financial Planner Giuliana Barbagelata, CFP® to discuss inflation indicators, the Consumer Price and Producer Price indices. They also cover Retail Sales, which were greatly buoyed by higher prices. Peter and Giuliana look at a couple who are looking to shift money around now to minimize the impact of required minimum distributions in the future. The experts discuss the many moving parts in their financial plan they need to consider before making any moves today. The show hosts finish the show with listeners’ questions on the interest from funds that hold Treasury Income Protected Securities and “shrinkflation.” Timestamps and Chapters 00:00 Market Roundup: Covering Feb 13 – Feb. 17, 2023 22:36 Case Study: Planning Using SECURE Act Rules 33:39 Q&A Time: Interest from TIPS funds and Shrinkflation Follow Henssler: Facebook: http://bit.ly/HensslerFacebook Twitter: http://bit.ly/HensslerTwitter LinkedIn: http://bit.ly/HensslerLinkedIn Instagram: https://www.instagram.com/hensslerfinancial/ YouTube: http://bit.ly/HensslerYouTube “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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Protecting Your Money From Cognitive Decline 11:42

för 2 years sedan11:42

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Original Air Date: February 11, 2023 Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Senior Associates Melanie Wells, CFP®, and Logan Daniel, CFP®, CRPC®, to review a senior investor’s situation and how she can protect her money should she conatively decline. Unfortunately, aging increases the risk of natural cognitive decline, dementia, or side effects from medications, putting seniors in a vulnerable position for financial abuse. Read the Article: https://www.henssler.com/cognitive-decline-can-increase-difficulty-in-managing-finances…

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Henssler Money Talks – February 11, 2023 44:02

för 2 years sedan44:02

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Henssler Money Talks – February 11, 2023 Season 37, Episode 6 This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Senior Associates Melanie Wells, CFP®, and Logan Daniel, CFP®, CRPC®, to discuss the week’s market movements, January’s employment situation, and the latest reading on the ISM Nonmanufacturing Index. The financial experts discuss a senior investor’s situation and how she can protect her money should she conatively decline. The experts round out the show answering a listener’s question on when he should choose mutual funds over exchange-traded funds. Timestamps and Chapters 00:00 Market Roundup: Covering Feb 6 – Feb. 10, 2023 21:26 Case Study: Protecting Your Money From Cognitive Decline 33:06 Q&A Time: When should I choose a mutual fund over an ETF? Follow Henssler: Facebook: http://bit.ly/HensslerFacebook Twitter: http://bit.ly/HensslerTwitter LinkedIn: http://bit.ly/HensslerLinkedIn Instagram: https://www.instagram.com/hensslerfinancial/ YouTube: http://bit.ly/HensslerYouTube “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 Moves for Empty Nesters 12:24

för 2 years sedan12:24

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Original Air Date: February 4, 2023 This week in our “Money Talks” case study, Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate D.J. Barker, CWS® and Associate Clay Norman, CFP®, to address a couple who have entered the empty nest phase of their life. The financial experts discuss how this life event comes with several financial changes and opportunities. Read the Article: https://www.henssler.com/an-empty-nest-marks-a-significant-financial-event-in-your-life…

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Henssler Money Talks – February 4, 2023 44:56

för 2 years sedan44:56

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Henssler Money Talks – February 4, 2023 Season 37, Episode 5 This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate D.J. Barker, CWS® and Associate Clay Norman, CFP®, to cover consumer economic releases and the Fed’s recent rate hike. D.J. and Clay address a couple who have entered the empty nest phase of their life. The financial experts discuss how this life event comes with several financial changes and opportunities. The hosts complete the show by answering a listener’s question on swapping a real estate fund for a federal money market fund. Timestamps and Chapters 00:00 Market Roundup: Covering Jan. 30 – Feb. 3, 2023 23:17 Case Study: Financial Moves for Empty Nesters 35:09 Q&A Time: Swapping Real Estate Funds for Money Market Funds Follow Henssler: Facebook: http://bit.ly/HensslerFacebook Twitter: http://bit.ly/HensslerTwitter LinkedIn: http://bit.ly/HensslerLinkedIn Instagram: https://www.instagram.com/hensslerfinancial/ YouTube: http://bit.ly/HensslerYouTube “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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We’ve Been Saving and Not Living 13:09

för 2 years sedan13:09

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Original Air Date: January 28, 2023 Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate Jarrett McKenzie, CFP®, CWS® and Senior Financial Planner Josh Weidie, CWS®, to address a couple of investors who have been saving to the detriment of living. Their former adviser gave them push back if they didn’t save everything for retirement. The financial advisers discuss the importance of understanding the lifestyle investors want to lead when developing a plan. Read the Article: https://www.henssler.com/optimal-financial-advice-is-based-in-open-communications…

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Henssler Money Talks - January 28, 2023 46:18

för 2 years sedan46:18

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Henssler Money Talks – January 28, 2023 Season 37, Episode 4 This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate Jarrett McKenzie, CFP®, CWS® and Senior Financial Planner Josh Weidie, CWS®, to cover housing news including New Residential Construction, Existing Home Sales and Mortgage Applications. Jarrett and Josh address a couple of investors who have been saving to the detriment of living. Their former adviser gave them push back if they didn’t save everything for retirement. The financial advisers discuss the importance of understanding the lifestyle investors want to lead when developing a plan. The hosts round out the show by answering a listener question on paying for points on a mortgage to obtain a lower interest rate. Timestamps and Chapters 00:00 Market Roundup: Covering Jan. 23 – Jan. 27, 2023 23:12 Case Study: We’ve Been Saving and Not Living 35:31 Q&A Time: Should I Buy Points on a Mortgage? Follow Henssler: Facebook: http://bit.ly/HensslerFacebook Twitter: http://bit.ly/HensslerTwitter LinkedIn: http://bit.ly/HensslerLinkedIn Instagram: https://www.instagram.com/hensslerfinancial/ YouTube: http://bit.ly/HensslerYouTube “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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I Stopped Saving in 2022 Because of Inflation 11:00

för 2 years sedan11:00

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Original Air Date: January 22, 2023 This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Senior Associate Michael Griffin, CFP®, and Senior Financial Planner Adam Stadalius, CFP®, to provide advice for an investor who stopped saving in 2022 because of the strain inflation put on his budget. They provide advice for getting his retirement savings back on track. Read the Article: https://www.henssler.com/making-your-retirement-a-priority-even-when-times-are-tight…

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Henssler Money Talks – January 21, 2023 45:21

för 2 years sedan45:21

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Henssler Money Talks – January 21, 2023 Season 37, Episode 3 This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Senior Associate Michael Griffin, CFP®, and Senior Financial Planner Adam Stadalius, CFP®, to discuss the week’s market action and economic releases, including the Producer Price Index, Retail Sales for December, and the MBA Mortgage Applications Survey. The financial experts provide advice for an investor who stopped saving in 2022 because of the strain inflation put on his budget. They provide advice for getting his retirement savings back on track. The hosts round out the show by answering listeners’ questions on refusing a bequest and Walmart’s launch of a “Buy Now, Pay Later” platform. Timestamps and Chapters 00:00 Market Roundup: Covering Jan. 16 – Jan. 20, 2023 22:56 Case Study: I Stopped Saving in 2022 Because of Inflation 33:18 Q&A Time: Refusing a Bequest and Walmart’s Buy Now Pay Later platform Follow Henssler: Facebook: http://bit.ly/HensslerFacebook Twitter: http://bit.ly/HensslerTwitter LinkedIn: http://bit.ly/HensslerLinkedIn Instagram: https://www.instagram.com/hensslerfinancial/ YouTube: http://bit.ly/HensslerYouTube “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 in a Recession 11:51

för 3 years sedan11:51

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Original Air Date: September 24, 2022 Chief Investment Officer Troy Harmon is joined by Senior Associate Michael Griffin, CFP®, and Financial Planner Zach Alexander, CRPC®, BFA™, to cover a situation with a couple of investors who retired last year and are concerned that the near 20% market drop has derailed their retirement plan. Read the Article: https://www.henssler.com/following-the-ten-year-rule-when-retiring-in-a-down-market…

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Henssler Money Talks - September 24, 2022 43:34

för 3 years sedan43:34

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Henssler Money Talks – September 24, 2022 Season 36, Episode 39 This week on “Money Talks,” Chief Investment Officer Troy Harmon is joined by Senior Associate Michael Griffin, CFP®, and Financial Planner Zach Alexander, CRPC®, BFA™, to talk about the Fed’s decision to raise interest rates, and housing news with the New Residential Construction and Existing Home Sales reports. The financial Experts team up to discuss the situation of some investors who retired last year and are concerned that the near 20% drop had derailed their retirement plan. The hosts round out the show addressing a listener’s question on what effect Europe’s skyrocketing energy prices might have on the United States. Timestamps and Chapters 00:00 Market Roundup: Covering Sept. 19 – Sept. 23, 2022 23.29 Case Study: Retirement in a Recession 34:44 Q&A Time: How will Europe’s skyrocketing energy costs affect us? Follow Henssler: Facebook: http://bit.ly/HensslerFacebook Twitter: http://bit.ly/HensslerTwitter LinkedIn: http://bit.ly/HensslerLinkedIn Instagram: https://www.instagram.com/hensslerfinancial/ YouTube: http://bit.ly/HensslerYouTube “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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Our Three Cents — Good Help is Hard to Find 15:11

för 3 years sedan15:11

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Our Three Cents — Good Help is Hard to Find Season 2, Episode 9 Troy Harmon, CFA, CVA, Nick Antonucci, CVA, CEPA, and K.C. Smith, CFP®, CEPA of Henssler Financial delve into common problems many small businesses are having including finding and retaining employees in the tight labor market, inflation that has skewed the value of nearly every product and service, and intense competition for workers has driven the average hourly wage up. "Our Three Cents” is a spinoff podcast of “Money Talks,” focusing on good business strategies, business valuations, and business exit planning. “Our Three Cents” is brought to you by Henssler Financial. Click Here to Subscribe to the Henssler Money Talks podcast.…

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Not Following Your Investment Strategy 14:21

för 3 years sedan14:21

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Original Air Date: September 17, 2022 Chief Investment Officer Troy Harmon is joined by Managing Associate D.J. Barker, CWS®, and Senior Associate Melanie Wells, CFP®, to cover a situation where the investors are not following the advice laid out by their investment adviser. They cover why the advice was designed for their situation and how not heeding the recommendations can put them behind. Read the Article: https://www.henssler.com/deviating-from-an-advisers-recommendations…

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Henssler Money Talks - September 17, 2022 42:53

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Henssler Money Talks – September 17, 2022 Season 36, Episode 37 This week on “Money Talks,” Chief Investment Officer Troy Harmon is joined by Managing Associate D.J. Barker, CWS®, and Senior Associate Melanie Wells, CFP®, to cover the latest inflationary readings the Producer Price and Consumer Price indices. The financial Experts team up to cover a situation where the investors are not following the advice laid out by their investment adviser. They cover why the advice was designed for their situation and how not heeding the recommendations can put them behind. The experts round out the show answering a listener’s question on what investments people choose in their 401(k). Timestamps and Chapters 00:00 Market Roundup: Covering Sept. 12 – Sept. 16, 2022 19:10 Case Study: Not Following Your Investment Strategy 40:11 Q&A Time: What investments do people choose in their 401(k)? Follow Henssler: Facebook: http://bit.ly/HensslerFacebook Twitter: http://bit.ly/HensslerTwitter LinkedIn: http://bit.ly/HensslerLinkedIn Instagram: https://www.instagram.com/hensslerfinancial/ YouTube: http://bit.ly/HensslerYouTube “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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Managing Multiple 401(k)s 11:31

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Original Air Date: September 10, 2022 Chief Investment Officer Troy Harmon is joined by Justin Wagner, AIF® Client Relationship Manager - Retirement Services, and Giuliana Barbagelata CFP®, Senior Financial Planner, to discuss a case study on managing your 401(k)s when you change jobs. Read the Article: https://www.henssler.com/leaving-your-job-dont-forget-to-take-your-401k…

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Henssler Money Talks - September 10, 2022 40:15

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Henssler Money Talks – September 10, 2022 Season 36, Episode 37 This week on “Money Talks,” Chief Investment Officer Troy Harmon is joined by Justin Wagner, AIF® Client Relationship Manager - Retirement Services, and Giuliana Barbagelata, CFP®, Senior Financial Planner, to discuss the week’s market movements and economic climate. Justin and Giuliana cover a case study on managing your 401(k)s when you change jobs. The experts round out the show by answering a listener’s question on the potential taxation of the Biden-Harris Administration's Student Debt Relief Plan. Timestamps and Chapters 00:00 Market Roundup: Covering Sept. 5 – Sept. 9, 2022 22:25 Case Study: Managing multiple 401(k)s 33:52 Q&A Time: Will my student loan forgiveness be taxable? Follow Henssler: Facebook: http://bit.ly/HensslerFacebook Twitter: http://bit.ly/HensslerTwitter LinkedIn: http://bit.ly/HensslerLinkedIn Instagram: https://www.instagram.com/hensslerfinancial/ YouTube: http://bit.ly/HensslerYouTube “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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Leaving an IRA to a Granddaughter 12:07

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Original Air Date: August 27, 2022 Chief Investment Officer Troy Harmon is joined by Managing Associate Jarrett McKenzie, CFP®, CWS®, and Senior Financial Planner Clay Norman, CFP®, to discuss an investor who wishes to leave his IRA to his granddaughter. The discuss the limitations the SECURE Act created for non-spousal inherited IRAs and other options that may benefit the heir. Read the Article: https://www.henssler.com/taxes-and-custody-when-a-minor-inherits-an-ira…

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Money Talks - August 27, 2022 44:44

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Henssler Money Talks – August 27, 2022 Season 36, Episode 35 This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate Jarrett McKenzie, CFP®, CWS®, and Senior Financial Planner Clay Norman, CFP®, to cover the week’s market news, including New Home Sales, Durable Goods, and the second reading of second quarter GDP. Jarrett and Clay team up to discuss an investor who wishes to leave his IRA to his granddaughter. The discuss the limitations the SECURE Act created for non-spousal inherited IRAs and other options that may benefit the heir. The hosts round out the show answering listeners’ questions on The TJX Companies, Illinois Tool Works, and Tesla’s announcement of a stock split. Timestamps and Chapters 00:00 Market Roundup: Covering Aug. 22 – Aug. 26, 2022 22:25 Case Study: Leaving an IRA to a Granddaughter 33:50 Q&A Time: The TJX Companies, Illinois Tool Works, and Tesla’s Stock Split Follow Henssler: Facebook: http://bit.ly/HensslerFacebook Twitter: http://bit.ly/HensslerTwitter LinkedIn: http://bit.ly/HensslerLinkedIn Instagram: https://www.instagram.com/hensslerfinancial/ YouTube: http://bit.ly/HensslerYouTube “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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Social Security Strategies When Returning to Work 11:36

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Original Air Date: August 20, 2022 Chief Investment Officer Troy Harmon is joined by Managing Associate K.C. Smith, CFP®, CEPA, and Associate Peter Lynch to discuss the situation of a retired senior who is considering suspending his Social Security benefits and returning to work. K.C. highlights all the variables that go into making this decision including considering anyone receiving benefits based on his earnings record. Read the Article: https://www.henssler.com/unretiring-and-the-social-security-dilemma…

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Henssler Money Talks – August 20, 2022 42:30

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Henssler Money Talks – August 20, 2022 Season 36, Episode 34 This week on “Money Talks,” Chief Investment Officer Troy Harmon is joined by Managing Associate K.C. Smith, CFP®, CEPA, and Associate Peter Lynch to cover the week’s market movements, Retail Sales, Industrial Production, and New Residential Construction. K.C. and Peter team up to look at the situation of a retired senior who is considering suspending his Social Security benefits and return to work. K.C. highlights all the variables that go into making this decision including considering anyone receiving benefits based on his earnings record. The hosts wrap up the show answering a listener’s question on what balance we recommend between “growth” and “value” investments given the increasing interest rates. Timestamps and Chapters 00:00 Market Roundup: Covering Aug. 15 – Aug. 19, 2022 22:47 Case Study: Social Security Strategies When Returning to Work 34:05 Q&A Time: The Balance Between “Growth” and “Value” Follow Henssler: Facebook: http://bit.ly/HensslerFacebook Twitter: http://bit.ly/HensslerTwitter LinkedIn: http://bit.ly/HensslerLinkedIn Instagram: https://www.instagram.com/hensslerfinancial/ YouTube: http://bit.ly/HensslerYouTube “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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Our Three Cents — Attractiveness vs. Readiness 14:48

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Troy Harmon, CFA, CVA, Nick Antonucci, CVA, CEPA, and K.C. Smith, CFP®, CEPA of Henssler Financial explore the difference and need for both attractiveness and readiness when selling your business on this episode of Our Three Cents. They discuss the concept of the “three-legged stool,” focusing on the Personal Planning, Financial Planning and Business Planning, and how legs of the stool are of equal importance, as each addresses separate but overlapping parts of your life. "Our Three Cents” is a spinoff podcast of “Money Talks,” focusing on good business strategies, business valuations, and business exit planning. “Our Three Cents” is brought to you by Henssler Financial. Click Here to Subscribe to the Henssler Money Talks podcast.…

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Minimizing the Surprise of RMDs 12:07

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Original Air Date: August 13, 2022 Research Analyst Nick Antonucci, CVA, CEPA, Managing Associate K.C. Smith, CFP®, CEPA, and Financial Planner Zach Alexander, BFA™, CRPC®, discuss how investors need to plan in advance for required minimum distributions to minimize the tax implications and income related adjustments to Medicare. Read the Article: https://www.henssler.com/retirement-distributions-taking-the-tax-sting-out-of-rmds…

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Henssler Money Talks - August 13, 2022 44:30

för 3 years sedan44:30

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Henssler Money Talks – August 13, 2022 Season 36, Episode 33 This week on “Money Talks,” Research Analyst Nick Antonucci, CVA, CEPA is joined by Managing Associate K.C. Smith, CFP®, CEPA, and Financial Planner Zach Alexander, BFA™, CRPC®, to cover the latest inflationary readings—the Consumer Price and Producer Price indices. The experts also discuss how investors need to plan in advance for required minimum distributions to minimize the tax implications and income related adjustments to Medicare. The hosts round out the show by answering listeners’ questions on cost of living adjustments to Social Security and teaching a financially savvy teen that following high flyers and meme stocks isn’t long-term investing. Timestamps and Chapters 00:00 Market Roundup: Covering Aug. 8 – Aug. 12, 2022 22:26 Case Study: Minimizing the Surprise of RMDs 34:04 Q&A Time: Social Security COLAs and a r/wallstreetbets Teen Follow Henssler: Facebook: http://bit.ly/HensslerFacebook Twitter: http://bit.ly/HensslerTwitter LinkedIn: http://bit.ly/HensslerLinkedIn Instagram: https://www.instagram.com/hensslerfinancial/ YouTube: http://bit.ly/HensslerYouTube “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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Options for Higher Education Savings 11:49

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Original Air Date: August 6, 2022 Managing Associate Shawna Theriault, CFP®, CDFA®, CPA, and Senior Associate, Melanie Wells, CFP® join Chief Investment Officer Troy Harmon, CFA, CVA, to discuss the many options for parents who are saving for their children’s college education. Read the Article: https://www.henssler.com/pieces-of-the-college-planning-puzzle…

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Henssler Money Talks - August 6, 2022 42:44

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Henssler Money Talks – August 6, 2022 Season 36, Episode 32 This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate Shawna Theriault, CFP®, CDFA®, CPA, and Senior Associate, Melanie Wells, CFP®, to discuss the market’s movements, the ISM Manufacturing and Non-Manufacturing indices, and interest rates. Shawna and Melanie team up to discuss the many options for parents who are saving for their children’s college education. The show hosts finish the hour by answering listeners’ questions on if it is a good time to buy in the Technology sector and whether self-directed IRAs to hold real estate are worth the effort. Timestamps and Chapters 00:00 Market Roundup: Covering Aug. 1 – Aug. 5, 2022 21:47 Case Study: Options for Higher Education Savings 33:29 Q&A Time: Technology Sector and Self-Directed IRAs Follow Henssler: Facebook: http://bit.ly/HensslerFacebook Twitter: http://bit.ly/HensslerTwitter LinkedIn: http://bit.ly/HensslerLinkedIn Instagram: https://www.instagram.com/hensslerfinancial/ YouTube: http://bit.ly/HensslerYouTube “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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Problems with Highly Concentrated Positions 11:21

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Original Air Date: July 30, 2022 Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate D.J. Barker, CWS®, and Senior Financial Planner, Giuliana Barbagelata, CFP®, to discuss the issues investors can have when they have a concentrated position in one stock. Read the Article: https://www.henssler.com/all-your-apples-in-one-basket-concentrated-stock-positions…

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Money Talks - July 30, 2022 41:39

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Henssler Money Talks – July 30, 2022 Season 36, Episode 31 This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate D.J. Barker, CWS®, and Senior Financial Planner, Giuliana Barbagelata, CFP®, discuss the interest rate increase from the Fed and the first reading of second quarter gross domestic product. D.J. and Giuliana team up to discuss the issues investors can have when they have a concentrated position in one stock. The experts round out the show answering listener questions about a European Index fund and how the interest rate increases affect student loans. Timestamps and Chapters 00:00 Market Roundup: Covering July 25 – July 29, 2022 21:47 Case Study: Problems with Highly Concentrated Positions 33:29 Q&A Time: European Index Funds and Interest Rates on Student Loans Follow Henssler: Facebook: http://bit.ly/HensslerFacebook Twitter: http://bit.ly/HensslerTwitter LinkedIn: http://bit.ly/HensslerLinkedIn Instagram: https://www.instagram.com/hensslerfinancial/ YouTube: http://bit.ly/HensslerYouTube “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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Fixed-Income Strategy during High Inflation 18:13

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Original Air Date: July 23, 2022 Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate Jarrett McKenzie, CFP®, CWS®, and Senior Financial Planner, Clay Norman, CFP®, to explore a fixed-income strategy given the high inflation and rising interest rate environment. Read the Article: https://www.henssler.com/fixed-income-preserve-principal-not-maximize-returns…

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Henssler Money Talks - July 23, 2022 42:48

för 3 years sedan42:48

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Henssler Money Talks – July 23, 2022 Season 36, Episode 30 This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate Jarrett McKenzie, CFP®, CWS®, and Senior Financial Planner, Clay Norman, CFP®, to cover the unexpected rally in the market this week as well as some housing news. The experts team up to discuss a fixed-income strategy given the high inflation and rising interest rate environment. They wrap up the show answering a listener’s question on opening and funding a Roth IRA for a teenager. Timestamps and Chapters 00:00 Market Roundup: Covering July 18 – July 22, 2022 22:37 Case Study: Fixed-Income Strategy During High Inflation 41:41 Q&A Time: Opening and Funding a Roth IRA for a Teen Follow Henssler: Facebook: http://bit.ly/HensslerFacebook Twitter: http://bit.ly/HensslerTwitter LinkedIn: http://bit.ly/HensslerLinkedIn Instagram: https://www.instagram.com/hensslerfinancial/ YouTube: http://bit.ly/HensslerYouTube “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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In Uncertain Times, Do Annuities Make Sense? 12:02

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Original Air Date: July 16, 2022 Chief Investment Officer Troy Harmon, CFA, CVA, and Senior Financial Planner Josh Weidie, CWS® are joined by Director of Insurance Planning Jim Crone, CFS®, CLU®, who explains how and where annuities work best and that there is nothing an insurance company can invest in that isn’t already available in the marketplace. Read the Article: https://www.henssler.com/with-high-inflation-and-volatility-do-annuities-make-sense…

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Henssler Money Talks - July 16, 2022 41:13

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Henssler Money Talks – July 16, 2022 Season 36, Episode 29 This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Director of Insurance Planning Jim Crone, CFS®, CLU®, and Senior Financial Planner Josh Weidie, CWS®, to cover rising inflation with the Consumer Price and Producer Price indices. In this week’s Case Study, pre-retirees are panicking because their portfolio is down, so they are considering an annuity. Jim explains how and where annuities work best and that there is nothing an insurance company can invest in that isn’t already available in the marketplace. The experts round out the show answering listeners’ questions on the taxable gains from I Bonds held to maturity and if an inverted yield curve is a harbinger of recession or if it causes a recession. Timestamps and Chapters 00:00 Market Roundup: Covering July 11 – July 15, 2022 22:27 Case Study: In Uncertain Times, Do Annuities Make Sense? 34:13 Q&A Time: Gains from I Bonds and Inverted Yield Curves Follow Henssler: Facebook: http://bit.ly/HensslerFacebook Twitter: http://bit.ly/HensslerTwitter LinkedIn: http://bit.ly/HensslerLinkedIn Instagram: https://www.instagram.com/hensslerfinancial/ YouTube: http://bit.ly/HensslerYouTube “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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Mid-Year Tax Reviews 13:51

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Original Air Date: July 9, 2022 Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Tax Manager Jessie Thomas, CPA, and Associate Peter Lynch to highlight the many provisions and tax credits that sunset at the end of 2021, as well as other areas that may require a mid-year check in with your CPA. Read the Article: https://www.henssler.com/with-many-tax-provisions-sunset-in-2022-planning-still-required…

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Henssler Money Talks – July 9, 2022 44:15

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Henssler Money Talks – July 9, 2022 Season 36, Episode 28 This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Tax Manager Jessie Thomas, CPA, and Associate Peter Lynch to discuss the market’s slight rebound in the week as well as the Manufacturing and Nonmanufacturing indices. While 2022 may seem like “business as normal” compared to the last two years, Jessie highlights the many provisions and tax credits that sunset at the end of 2021, as well as other areas that may require a mid-year check in with your CPA. The hosts round out the show answering listeners’ questions on dollar-cost averaging and fixing errors on your credit report. Timestamps and Chapters 00:00 Market Roundup: Covering July 5 – July 8, 2022 19:34 Case Study: Mid-Year Tax Reviews 33:51 Q&A Time: Dollar-Cost Averaging and Fixing Credit Errors Follow Henssler: Facebook: http://bit.ly/HensslerFacebook Twitter: http://bit.ly/HensslerTwitter LinkedIn: http://bit.ly/HensslerLinkedIn Instagram: https://www.instagram.com/hensslerfinancial/ YouTube: http://bit.ly/HensslerYouTube “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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Our Three Cents — Is It Too Late? 18:59

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Our Three Cents — Is It Too Late? Season 2, Episode 7 The Our Three Cents hosts Troy, Nick, and K.C. of Henssler Financial answer the question if it is too late to sell your business this year now that interest rates are increasing and the market has taken a roughly 18% tumble. "Our Three Cents” is a spinoff podcast of “Money Talks,” focusing on good business strategies, business valuations, and business exit planning. “Our Three Cents” is brought to you by Henssler Financial. Click Here to Subscribe to the Henssler Money Talks podcast.…

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401(k) Portfolio Allocation 12:01

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Original Air Date: July 2, 2022 Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Research Analysts Nick Antonucci, CVA, CEPA, and Jacob Keen, CFA, to discuss portfolio allocation for your 401(k), covering the types of funds plans are likely to include and how selecting your own asset mix may be better than accepting a default target-date fund.…

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Henssler Money Talks – July 2, 2022 43:05

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Henssler Money Talks – July 2, 2022 Season 36, Episode 27 This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Research Analysts Nick Antonucci, CVA, CEPA, and Jacob Keen, CFA, to discuss the market’s slight gains, and the two readings on consumer sentiment from the University of Michigan and the Conference Board. They also cover the third and final reading of First Quarter 2022 gross domestic product. The Research Analysts discuss portfolio allocation for your 401(k), covering the types of funds plans are likely to include and how selecting your own asset mix may be better than accepting a default target-date fund. The market experts round out the show answering listeners’ questions on I Bonds and Technology company MicroStrategy’s acquisition of Bitcoin for its balance sheet. Timestamps and Chapters 00:00 Market Roundup: Covering June 27 – July 1, 2022 23:22 Case Study: 401(k) Allocations 34:33 Q&A Time: I Bonds and MicroStrategy Inc. Follow Henssler: Facebook: http://bit.ly/HensslerFacebook Twitter: http://bit.ly/HensslerTwitter LinkedIn: http://bit.ly/HensslerLinkedIn Instagram: https://www.instagram.com/hensslerfinancial/ YouTube: http://bit.ly/HensslerYouTube “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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Mid-Year Review Provides Time to Make Financial Changes 11:48

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Original Air Date: June 25, 2022 Managing Associate K.C. Smith, CFP®, leads Chief Investment Officer Troy Harmon, CFA, CVA, and Senior Financial Planner Josh Weidie, CWS®, on a discussion of what investors can do mid-year to reassess their financial situation. Read the Article: https://www.henssler.com/mid-year-evaluate-where-are-but-dont-lose-sight-of-the-future…

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Henssler Money Talks - June 25, 2022 43:14

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Henssler Money Talks- June 25, 2022 Season 36, Episode 26 This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate K.C. Smith, CFP®, CEPA, and Senior Financial Planner Josh Weidie, CWS®, to cover the week’s market news, including Fed Chair Jerome Powell’s testimony in front of Congress, interest rates and inflation, Industrial Production and Existing Home Sales. K.C. leads the experts on a discussion of what investors can do mid-year to reassess their financial situation. The hosts round out the show answering a listener’s question of what to do with eight-year money that is currently in cash—Should he dollar-cost average into the market or something else? Timestamps and Chapters 00:00 Market Roundup: Covering June 20 – June 24, 2022 21:29 Case Study: Mid-Year Review Provides Time to Make Financial Changes 33:21 Q&A Time: What to Do with Eight-Year Money Sitting in Cash Follow Henssler: Facebook: http://bit.ly/HensslerFacebook Twitter: http://bit.ly/HensslerTwitter LinkedIn: http://bit.ly/HensslerLinkedIn Instagram: https://www.instagram.com/hensslerfinancial/ YouTube: http://bit.ly/HensslerYouTube “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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Investing Don’ts for Volatile Markets 12:53

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Original Air Date: June 18, 2022 Research Analyst Nick Antonucci, CVA, CEPA, Managing Associate D.J. Barker, CWS®, and Financial Planner Zach Alexander, CRPC®, BFA™ team up to discuss what investors should and shouldn’t do in volatile markets like we are currently seeing. Read the Article: https://www.henssler.com/history-may-seem-rosy-but-future-is-still-bright-despite-volatility…

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Henssler Money Talks - June 18, 2022 43:11

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Henssler Money Talks – June 18, 2022 Season 36, Episode 25 This week on “Money Talks,” Research Analyst Nick Antonucci, CVA, CEPA, Managing Associate D.J. Barker, CWS®, and Financial Planner Zach Alexander, CRPC®, BFA™ team up to discuss the Fed’s 75-basis point increase to interest rates and both the Consumer Price and Producer Price indices. D.J. and Zach discuss what investors should and shouldn’t do in volatile markets like we are currently seeing. The experts round out the show answering listeners’ questions on Tesla and the best place to park emergency funds. Timestamps and Chapters 00:00 Market Roundup: Covering June 13 – June 17, 2022 22:32 Case Study: Investing Don’t for Volatile Markets 34:31 Q&A Time: Tesla—Behavioral and Fundamental Views; Where to Invest Emergency Funds Follow Henssler: Facebook: http://bit.ly/HensslerFacebook Twitter: http://bit.ly/HensslerTwitter LinkedIn: http://bit.ly/HensslerLinkedIn Instagram: https://www.instagram.com/hensslerfinancial/ YouTube: http://bit.ly/HensslerYouTube “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 Asset Allocation and Inflation 11:18

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Original Air Date: June 11, 2022 Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate Jarrett McKenzie, CFP®, CWS®, and Associate Logan Daniel, CFP®, CRPC®, to look at how inflation affects retirement spending and investment allocation. Read the Article: https://www.henssler.com/inflation-is-your-benchmark-for-maintaining-your-wealth…

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Henssler Money Talks - June 11, 2022 43:06

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Henssler Money Talks – June 11, 2022 Season 36, Episode 24 This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate Jarrett McKenzie, CFP®, CWS®, and Associate Logan Daniel, CFP®, CRPC®, to discuss the week’s market action, the employment numbers from May and the ISM Manufacturing Index. Jarret and Logan take a closer look at how inflation affects retirement spending and investment allocation. The hosts round out the show answering listeners’ questions on dropping a portfolio’s bias toward value stocks, business development company FS KKR Capital Corp., and considerations for a cash-out refinance. Timestamps and Chapters 00:00 Market Roundup: Covering June 6 – June 10, 2022 21:16 Case Study: Retirement Asset Allocation and Inflation 33:20 Q&A Time: Bias Toward Value Stocks, FS KKR Capital Corp., and cash-out refinance. Follow Henssler: Facebook: http://bit.ly/HensslerFacebook Twitter: http://bit.ly/HensslerTwitter LinkedIn: http://bit.ly/HensslerLinkedIn Instagram: https://www.instagram.com/hensslerfinancial/ YouTube: http://bit.ly/HensslerYouTube “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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Time a Conversion, Not the Market 12:05

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Original Air Date: June 4, 2022 Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate K.C. Smith, CFP®, CEPA, and Research Analyst Nick Antonucci, CVA, CEPA, to discuss a couple who are looking to make the best out of the depressed market by timing a Roth conversion. They cover the benefits and options investors have for a conversion. Read the Article: https://www.henssler.com/with-retirement-balances-down-a-roth-conversion-may-make-sense…

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Henssler Money Talks - June 4, 2022 40:20

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Henssler Money Talks – June 4, 2022 Season 36, Episode 23 This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate K.C. Smith, CFP®, CEPA, and Research Analyst Nick Antonucci, CVA, CEPA, to cover The Conference Board’s Consumer Confidence, Mortgage Applications, the ISM Manufacturing Index, and the Fed’s Beige Book. K.C. discusses the situation of a couple who are looking to make the best out of the depressed market by timing a Roth conversion. He covers the benefits and the options investors have for a conversion. The experts round out the show answering listeners’ questions on being stuck in the Sandwich Generation and Consumer Defensive stocks McCormick & Company and PepsiCo. Timestamps and Chapters 00:00 Market Roundup: Covering May 31 – June 3 19:58 Case Study: Time a Conversion, Not the Market 32:27 Q&A Time: The Sandwich Generation, McCormick & Company, and PepsiCo Follow Henssler: Facebook: http://bit.ly/HensslerFacebook Twitter: http://bit.ly/HensslerTwitter LinkedIn: http://bit.ly/HensslerLinkedIn Instagram: https://www.instagram.com/hensslerfinancial/ YouTube: http://bit.ly/HensslerYouTube “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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Our Three Cents - Exit Planning Checklist 22:06

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Our Three Cents — Exit Planning Checklist Season 2, Episode 6 The Our Three Cents hosts Troy, Nick, and K.C. of Henssler Financial cover 14 areas you need to consider when planning your business exit strategy, including understanding your exit options, preserving your wealth and getting a baseline business valuation. "Our Three Cents” is a spinoff podcast of “Money Talks,” focusing on good business strategies, business valuations, and business exit planning. “Our Three Cents” is brought to you by Henssler Financial. Click Here to Subscribe to the Henssler Money Talks podcast.…

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The Panic of a DIY Investor 13:51

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Original Air Date: May 21, 2022 Managing Associate D.J. Barker, CWS®, and Associate Logan Daniel, CFP®, CRPC®, join Chief Investment Officer Troy Harmon, CFA, CVA, to look at a listener’s “do-it-yourself” portfolio and plan, discussing how we prefer to allocate a portfolio’s investments using the Henssler Ten Year Rule. Read the Article: https://www.henssler.com/trust-your-portfolio-in-good-times-and-bad…

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Henssler Money Talks - May 21, 2022 43:22

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Henssler Money Talks – May 21, 2022 Season 36, Episode 21 This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate D.J. Barker, CWS®, and Associate Logan Daniel, CFP®, CRPC®, to discuss the rough week for the Consumer Staples sector, April’s retail sales, and earnings from Walmart and Target. The financial experts take a look at a listener’s “do-it-yourself” portfolio and plan, discussing how we prefer to allocate a portfolio’s investments using the Henssler Ten Year Rule. The experts round out the show answering a listener's question on cybersecurity stocks Okta, CrowdStrike, and Cloudflare. Timestamps and Chapters 00:00 Market Roundup: Covering May 16 – May 20, 2022 21:20 Case Study: The Panic of a DIY Investor 34:51 Q&A Time: Okta, CrowdStrike, and Cloudflare Follow Henssler: Facebook: http://bit.ly/HensslerFacebook Twitter: http://bit.ly/HensslerTwitter LinkedIn: http://bit.ly/HensslerLinkedIn Instagram: https://www.instagram.com/hensslerfinancial/ YouTube: http://bit.ly/HensslerYouTube “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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Estate Planning for a Second Marriage 10:39

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Original Air Date: May 14, 2022 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 all the 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. Read the Article: https://www.henssler.com/financial-advisers-provide-valuable-insight-for-second-marriage-estate-planning…

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Henssler Money Talks - May 14, 2022 44:05

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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 Follow Henssler: Facebook: http://bit.ly/HensslerFacebook Twitter: http://bit.ly/HensslerTwitter LinkedIn: http://bit.ly/HensslerLinkedIn Instagram: https://www.instagram.com/hensslerfinancial/ YouTube: http://bit.ly/HensslerYouTube “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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Adviser Can Help Focus Retirement Goals 10:58

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Original Air Date: May 7, 2022 Senior Associate Michael Griffin, CFP® and Senior Financial Planner Josh Weidie, CWS®, join Chief Investment Officer Troy Harmon, CFA, CVA, to discuss a couple who have been saving for retirement but have no specific goal in mind. The financial experts discuss how an Adviser works to focus couples’ retirement goals and helps determine if a couple is on track. Read the Article: https://www.henssler.com/pulling-your-retirement-goals-into-focus…

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Henssler Money Talks - May 7, 2022 37:57

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Henssler Money Talks – May 7, 2022 Season 36, Episode 19 This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Senior Associate Michael Griffin, CFP®, and Senior Financial Planner Josh Weidie, CWS®, to discuss the market’s reaction to the Federal Reserve’s increase of interest rates. They discuss market sentiment as well as how rates may continue to increase throughout the year. Michael and Josh team up to discuss a couple who have been saving for retirement but have no specific goal in mind. The financial experts discuss how an Adviser works to focus couples’ retirement goals and helps determine if a couple is on track. The hosts wrap up the show answering listeners’ questions about converting 401(k) funds to a Roth and the difference between strategic and tactical moves in a portfolio. Timestamps and Chapters 00:00 Market Roundup: Covering May 2 – May 6, 2022 21:04 Case Study: Adviser Can Help Focus Retirement Goals 33:05 Q&A Time: Converting 401(k) Funds and Strategic and Tactical Portfolio Moves Follow Henssler: Facebook: http://bit.ly/HensslerFacebook Twitter: http://bit.ly/HensslerTwitter LinkedIn: http://bit.ly/HensslerLinkedIn Instagram: https://www.instagram.com/hensslerfinancial/ YouTube: http://bit.ly/HensslerYouTube “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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Our Three Cents — Mind the Gap 17:13

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Our Three Cents — Mind the Gap Season 2, Episode 5 The Our Three Cents hosts Troy, Nick, and K.C. of Henssler Financial discuss how business owners need to mind the gap when it comes time to sell their business. They need to pay attention to the gaps in profit, value, and wealth. This includes identifying deficiencies in the business that can make you less attractive to a buyer than your industry peers. Then, consider moves to make to improve the value of the business today and ultimately how much the owner can take away from it when they finally step away. "Our Three Cents” is a spinoff podcast of “Money Talks,” focusing on good business strategies, business valuations, and business exit planning. “Our Three Cents” is brought to you by Henssler Financial.…

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Financially Helping Adult Children 13:32

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Original Air Date: April 23, 2022 Managing Associate D.J. Barker, CWS®, joins Chief Investment Officer Troy Harmon, CFA, CVA, and Client Relationship Manager Justin Wagner, AIF®, to lead a discussion on financially helping your adult children, including where to find the money and what might be the cost. Read the Article: https://www.henssler.com/lending-money-when-your-adult-children-are-in-financial-need…

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Henssler Money Talks - April 23, 2022 43:40

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Henssler Money Talks – April 23, 2022 Season 36, Episode 17 This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate D.J. Barker, CWS®, and Client Relationship Manager Justin Wagner, AIF®, to cover the week’s market movements, housing news, and rise in interest rates. D.J. leads a discussion on financially helping your adult children, including where to find the money and what might be the cost. The hosts round out the show with 401(k) questions from listeners. Timestamps and Chapters 00:00 Market Roundup: Covering the week of Apr. 18 – Apr. 22, 2022 18:05 Case Study: Financially Helping Adult Children 32:46 Q&A Time: 401(k) Plan failed Nondiscriminatory Test and 401(k) Savings Goals Follow Henssler: Facebook: http://bit.ly/HensslerFacebook Twitter: http://bit.ly/HensslerTwitter LinkedIn: http://bit.ly/HensslerLinkedIn Instagram: https://www.instagram.com/hensslerfinancial/ YouTube: http://bit.ly/HensslerYouTube “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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Henssler Money Talks – April 16, 2022 43:56

för 3 years sedan43:56

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Henssler Money Talks – April 16, 2022 Season 36, Episode 16 This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate Jarrett McKenzie, CFP®, CWS®, to cover the week’s market movements and inflation indicators the Producer Price and Consumer Price indices. During this holiday-abbreviated show, the experts tackle a listener’s question on the recent trend of “Buy Now Pay Later” apps AfterPay, Affirm, Klarna, and QuadPay. Follow Henssler: Facebook: http://bit.ly/HensslerFacebook Twitter: http://bit.ly/HensslerTwitter LinkedIn: http://bit.ly/HensslerLinkedIn Instagram: https://www.instagram.com/hensslerfinancial/ YouTube: http://bit.ly/HensslerYouTube “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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Receiving Benefits from LTC Insurance Policies 15:38

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Original Air Date: April 9, 2022 Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Director of Insurance Planning Jim Crone, CLU®, CFS®, and Senior Associate Michael Griffin, CFP®, to cover a case study on a couple who needed to tap their long-term care policy. Jim discusses the process of applying for and receiving benefits. Read the Article: https://www.henssler.com/paying-for-care-with-your-long-term-care-insurance-policy…

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Henssler Money Talks - April 9, 2022 44:15

för 3 years sedan44:15

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Henssler Money Talks – April 9, 2022 Season 36, Episode 15 This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Director of Insurance Planning Jim Crone, CLU®, CFS®, and Senior Associate Michael Griffin, CFP®, to cover the week’s market movements, the ISM Nonmanufacturing Index and the minutes from the March FOMC meeting that indicated the Fed’s intent to reduce their balance sheet as early as May. Jim brought to the show a case study on a couple who needed to tap their long-term care policy. He discusses the process of applying for and receiving benefits. The experts round out the show answering listeners’ questions on overweighting value and Consumer Staples stocks for a defensive strategy and how cryptocurrencies are performing in our current inflationary environment. Timestamps and Chapters 00:00 Market Roundup: Covering the week of Apr. 4 – Apr. 8, 2022 18:14 Case Study: Receiving Benefits from LTC Insurance Policies 34:39 Q&A Time: Defensive Positions and Cryptocurrencies Follow Henssler: Facebook: http://bit.ly/HensslerFacebook Twitter: http://bit.ly/HensslerTwitter LinkedIn: http://bit.ly/HensslerLinkedIn Instagram: https://www.instagram.com/hensslerfinancial/ YouTube: http://bit.ly/HensslerYouTube “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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Yield Curve, Inflation, and Interest Rates 17:47

för 3 years sedan17:47

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Original Air Date: April 2, 2022 Chief Economic Adviser Roger Tutterow, Ph.D., joins Chief Investment Officer Troy Harmon, CFA, CVA, and fellow Research Analyst Nick Antonucci, CVA, CEPA to take a deeper look at the significance of this week’s brief inversion of the yield curve, how high inflation may get, interest rates, and the possibility of a recession. Read the Article: https://www.henssler.com/an-inverted-yield-curve-is-it-time-to-panic…

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Henssler Money Talks - April 2, 2022 43:29

för 3 years sedan43:29

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Henssler Money Talks – April 2, 2022 Season 36, Episode 14 This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Chief Economic Adviser Roger Tutterow, Ph.D., and fellow Research Analyst Nick Antonucci, CVA, CEPA to cover the week’s economic releases including the third and final reading of fourth-quarter 2021 gross domestic product and the Conference Board Consumer Confidence survey. The experts also take a deeper look at the significance of this week’s brief inversion of the yield curve, how high inflation may get, interest rates, and the possibility of a recession. The show hosts also address listeners’ questions on making a spousal IRA contribution and how real estate works as a hedge against inflation. Timestamps and Chapters 00:00 Market Roundup: Covering the week of Mar. 28 – April 1, 2022 15:32 Investment Whys: Yield Curve, Inflation, and Interest Rates 34:12 Q&A Time: Spousal IRA Contributions and Real Estate Follow Henssler: Facebook: http://bit.ly/HensslerFacebook Twitter: http://bit.ly/HensslerTwitter LinkedIn: http://bit.ly/HensslerLinkedIn Instagram: https://www.instagram.com/hensslerfinancial/ YouTube: http://bit.ly/HensslerYouTube “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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Our Three Cents — The Four C’s 16:59

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Our Three Cents — The Four C’s Season 2, Episode 4 The Our Three Cents hosts Troy, Nick, and K.C. of Henssler Financial discuss the four C’s of capital which are four different types of capital, that actually drive up the value of the business. Most owners forget that a strong bottom line is only a small part of the value of a business. Intangibles are the secret sauce of what makes a company special and potentially very valuable to a buyer. The Exit Planning Institute states as much as 80% of the value of the business could be wrapped up in intangible assets. "Our Three Cents” is a spinoff podcast of “Money Talks,” focusing on good business strategies, business valuations, and business exit planning. “Our Three Cents” is brought to you by Henssler Financial. Click Here to Subscribe to the Henssler Money Talks podcast.…

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Buying a House with Cash 20:41

för 3 years sedan20:41

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Original Air Date: March 26, 2022 Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate Jarrett McKenzie, CFP®, CWS®, and Senior Financial Planner Clay Norman, CFP®, to look at a client situation where a couple were able to sell their home for an incredible profit; however, they’re looking to buy their new home with cash rather than a mortgage. We look at the advantages and disadvantages of being a cash buyer. Read the Article: https://www.henssler.com/considering-paying-cash-for-your-house-opt-for-carrying-a-mortgage-instead…

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Henssler Money Talks – March 26, 2022 43:57

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Henssler Money Talks – March 26, 2022 Season 36, Episode 13 This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate Jarrett McKenzie, CFP®, CWS®, and Senior Financial Planner Clay Norman, CFP®, to cover mortgage applications, new home sales, and durable goods. The financial experts look at a client situation where a couple were able to sell their home for an incredible profit; however, they’re looking to buy their new home with cash rather than a mortgage. We look at the advantages and disadvantages of being a cash buyer. The Experts round out the show answering listeners’ questions on mortgage down payments and PMI, plus good brands that have lousy stocks. Timestamps and Chapters 00:00 Market Roundup: Covering the week of Mar 21 – Mar. 25, 2022 15:45 Case Study: Buying a House with Cash 38:30 Q&A Time: Mortgage PMI and Good Brands, Lousy Stocks Follow Henssler: Facebook: http://bit.ly/HensslerFacebook Twitter: http://bit.ly/HensslerTwitter LinkedIn: http://bit.ly/HensslerLinkedIn Instagram: https://www.instagram.com/hensslerfinancial/ YouTube: http://bit.ly/HensslerYouTube “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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Health Savings Accounts 15:30

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Original Air Date: March 19, 2022 Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate Shawna L. Theriault, CFP®, CPA, CDFA®, and Associate Peter Lynch to cover the triple tax benefit investors can achieve using Health Savings Accounts (HSAs). Read the Article: https://www.henssler.com/the-triple-tax-benefit-of-health-savings-accounts…

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Henssler Money Talks - March 19, 2022 44:18

för 3 years sedan44:18

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Henssler Money Talks – March 19, 2022 Season 36, Episode 12 This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate Shawna L. Theriault, CFP®, CPA, CDFA®, and Associate Peter Lynch to talk about the Federal Reserve finally acting and raising interest rates, as well as February’s gain in the Producer Price Index. The financial Experts team up to discuss the triple tax benefit investors can achieve using Health Savings Accounts (HSAs). Rounding out the show, they cover holding a position in Emerging Markets and the chances of stagflation. Timestamps and Chapters 00:00 Market Roundup: Covering the week of Mar 14 – Mar. 18, 2022 16:24 Case Study: Health Savings Accounts 32:46 Q&A Time: Emerging Markets and Stagflation Follow Henssler: Facebook: http://bit.ly/HensslerFacebook Twitter: http://bit.ly/HensslerTwitter LinkedIn: http://bit.ly/HensslerLinkedIn Instagram: https://www.instagram.com/hensslerfinancial/ YouTube: http://bit.ly/HensslerYouTube “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 You Receiving a Fiduciary Level of Service? 14:58

för 3 years sedan14:58

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Original Air Date: March 12, 2022 Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate K.C. Smith, CFP®, CEPA, and Financial Planner Zach Alexander, CRPC®, BFA™, to discuss why investors should know if they are receiving a fiduciary level of service when working with a financial adviser. Read the Article: https://www.henssler.com/are-you-receiving-a-fiduciary-level-of-service…

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Henssler Money Talks - March 12, 2022 43:54

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Henssler Money Talks – March 12, 2022 Season 36, Episode 11 This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate K.C. Smith, CFP®, CEPA, and Financial Planner Zach Alexander, CRPC®, BFA™, to discuss inflation and February’s Consumer Price Index and oil inventories. In this week’s case study, K.C. and Zach discuss why investors should know if they are receiving a fiduciary level of service when working with advisers. The experts round out the show answering listeners’ questions on using a lump sum to convert IRA funds or investing it in a Roth IRA as well as an investment in Amazon.com Timestamps and Chapters 00:00 Market Roundup: Covering the week of Mar 7 – Mar. 11, 2022 17:23 Case Study: Fiduciary Duty 33:22 Q&A Time: Roth Investment or Conversion, and Amazon.com Follow Henssler: Facebook: http://bit.ly/HensslerFacebook Twitter: http://bit.ly/HensslerTwitter LinkedIn: http://bit.ly/HensslerLinkedIn Instagram: https://www.instagram.com/hensslerfinancial/ YouTube: http://bit.ly/HensslerYouTube “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 Diversification 10:50

för 3 years sedan10:50

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Original Air Date: March 5, 2022 Chief Investment Officer Troy Harmon, CFA, CVA, Senior Associate Michael Griffin, CFP®, and Senior Financial Planner Adam Stadalius, CFP®, team up to cover a case study on diversification of a portfolio versus chasing returns. Read the Article: https://www.henssler.com/using-diversification-to-reduce-volatility-in-your-portfolio…

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Henssler Money Talks - March 5, 2022 43:24

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Henssler Money Talks – March 5, 2022 Season 36, Episode 10 This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, Senior Associate Michael Griffin, CFP®, and Senior Financial Planner Adam Stadalius, CFP®, discuss the week’s developments in the Russia-Ukraine conflict. They cover the actions of the hacker group Anonymous and the Starlink Satellites Elon Musk sent Ukraine. In U.S. economic news, the hosts cover how the supply chain issues weigh on the Manufacturing and Nonmanufacturing indices. The experts team up to cover a case study on diversification of a portfolio versus chasing returns. The experts round out the show answering listeners’ questions on life insurance in retirement and stocks Ford, General Motors, and AmBev S.A. Timestamps and Chapters 0:00 Viewpoints: Russia-Ukraine Conflict 11:08 Market Roundup: Covering the week of Feb. 28 – Mar. 4, 2022 23:20 Case Study: Portfolio Diversification 34:33 Q&A Time: Life Insurance, Ford Motor Co. General Motors and AmBev S.A. Follow Henssler: Facebook: http://bit.ly/HensslerFacebook Twitter: http://bit.ly/HensslerTwitter LinkedIn: http://bit.ly/HensslerLinkedIn Instagram: https://www.instagram.com/hensslerfinancial/ YouTube: http://bit.ly/HensslerYouTube “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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Our Three Cents — Small Business Administration Lending 19:02

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The Our Three Cents hosts interview Reece Sanford, CFA, a VP/SBA Relationship Manager at SouthState Bank. Reece discusses why SBA-backed loans are ideal for small businesses. Loans backed by the Small Business Administration generally have rates and fees that are comparable to non-guaranteed loans, and quite often have lower down payments, flexible overhead requirements, and no collateral needed for some loans.…

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Income-Related Monthly Adjustment Amounts 11:42

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Original Air Date: February 26, 2022 Chief Investment Officer Troy Harmon, CFA, CVA, Managing Associate K.C. Smith, CFP®, CEPA, and Research Analyst Nick Antonucci, CVA, CEPA, address how some seniors may face Income-Related Monthly Adjustment Amounts to their Medicare Premiums and provide some perspective when dealing with the additional cost. Read the Article: https://www.henssler.com/financial-planning-and-medicare-premiums-go-hand-in-hand Get our great content in your inbox! Sign up for the Money Talks Newsletter: https://www.henssler.com/newsletters/…

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Henssler Money Talks - February 26, 2022 44:17

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Henssler Money Talks – February 26, 2022 Season 36, Episode 9 This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, Managing Associate K.C. Smith, CFP®, CEPA, and Research Analyst Nick Antonucci, CVA, CEPA, address the Russia-Ukraine conflict and its effect on the markets. They also touch on the second reading of fourth quarter 2021 GDP. K.C. addresses how some seniors may face Income Related Monthly adjustment amounts to their Medicare Premiums and provides some perspective when dealing with the additional cost. The experts round out the show answering a listener’s question of “what next?” after he sells his business. Timestamps and Chapters 0:00 Market Roundup: Covering the week of Feb. 21 – Feb. 25, 2022 22:51 Case Study: Income-Related Monthly Adjustment Amounts 34:13 Q&A Time: You’ve Sold your Business—Now What? Follow Henssler: Facebook: http://bit.ly/HensslerFacebook Twitter: http://bit.ly/HensslerTwitter LinkedIn: http://bit.ly/HensslerLinkedIn Instagram: https://www.instagram.com/hensslerfinancial/ YouTube: http://bit.ly/HensslerYouTube “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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Four Important Rules for Required Minimum Distributions 13:23

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Original Air Date: February 19, 2022 On January statements, custodians likely notified investors the balance of their accounts as of Dec. 31 and provided a calculation of the RMD for the year. Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Senior Associate Melanie Wells, CFP®, and Financial Planner Zach Alexander, CRPC®, BFA™ to share four important rules to remember when planning your required minimum distributions. Read the Article: https://www.henssler.com/pay-attention-to-these-rules-when-planning-your-2022-rmds…

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Henssler Money Talks - February 19, 2022 43:48

för 3 years sedan43:48

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This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, Senior Associate Melanie Wells, CFP®, and Financial Planner Zach Alexander, CRPC®, BFA™ discuss inflation by looking at the February Producer Price Index and January’s Retail Sales reports. They also discuss interest rate movements. Melanie and Zach team up to discuss four important rules to remember when planning your required minimum distributions. Generally, custodians notified investors on their January statements the balance of their accounts as of Dec. 31 and provided a calculation of the RMD for the year. The show hosts round out the show answering a listener’s question on investments in Treasury Inflation-Protected Securities mutual funds and ETFs and provide advice on an investor’s decision to cash out part of her 401(k) to wipe out medical debt. Check out the show segments using the chapter controls in the player above. Market Roundup: Covering the week of Feb. 14 – Feb. 18, 2022 Case Study: Four Important Rules for Required Minimum Distributions Q&A Time: TIPS Funds and ETFs, and Using 401(k) Funds to Pay Debt…

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What Happens When You Don’t Designate a Beneficiary 11:53

för 3 years sedan11:53

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Original Air Date: February 12, 2022 This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, Managing Associate Jarrett McKenzie, CFP®, CWS® and Giuliana Barbagelata, CFP®, discuss a situation where an investor never designated a beneficiary for his IRA, and now his heir must deal with the estate. Read the Article: https://www.henssler.com/leaving-your-wealth-to-the-irs-and-a-headache-to-your-heirs…

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Henssler Money Talks - February 12, 2022 42:43

för 3 years sedan42:43

42:43

This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, Managing Associate Jarrett McKenzie, CFP®, CWS® and Giuliana Barbagelata, CFP®, discuss the market’s performance for the week and the latest inflation rate from the January Consumer Price Index. The hosts discuss a situation where an investor never designated a beneficiary for his IRA, and now his heir must deal with the estate. The financial experts round out the show answering listeners’ questions on the downside of I Bonds and using highly appreciated investments for qualified charitable distributions. Check out the show segments using the chapter controls in the player above. Market Roundup: Covering the week of Feb. 7 – Feb. 11, 2022 Case Study: What Happens When You Don’t Designate an IRA Beneficiary Q&A Time: I Bonds and Qualified Charitable Distributions…

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Cost Basis 12:52

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12:52

Original Air Date: February 5, 2022 Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate Shawna Theriault, CFP®, CPA, CDFA®, and Senior Financial Planner Josh Weidie, CWS®, team up to cover a listeners’ situation involving cost basis of her stocks and why it is important to track the cost basis of your investments. Read the Article: https://www.henssler.com/cost-basis-simple-definition-complicated-calculations…

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Henssler Money Talks - February 5, 2022 43:57

för 3 years sedan43:57

43:57

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 Josh Weidie, CWS®, to cover the week’s volatility, first quarter earnings, the Manufacturing and Nonmanufacturing indices, as well as what made Facebook’s parent company Meta Platforms drop more than 20%. The hosts team up to cover a listeners’ situation involving cost basis of her stocks and why it is important to track the cost basis of your investments. The hosts round out the show answering listeners’ questions on what to do if you have no heirs and if Bank of America’s closing of branches is cause for concern. Check out the show segments using the chapter controls in the player above. Market Roundup: Covering the week of Jan. 31 – Feb. 4, 2022 Case Study: What You Need to Know About Cost Basis Q&A Time: Who to Name as Beneficiary and Bank of America…

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Our Three Cents — Decentralizing the Business Owner 15:52

för 3 years sedan15:52

15:52

As a business owner should you be the center of the universe for your business? This can happen when you have too much responsibility maintaining customer relationships, developing the processes, or being the only one who can make decisions. For a small business, growth may create the need to decentralize to continue efficient operations.…

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What You Need to Know for this Tax Season 11:21

för 3 years sedan11:21

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Original Air Date: January 29, 2022 Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Senior Associate Michael Griffin, CFP®, and Tax Manager Jessie Thomas, CPA, from Henssler CPAs & Advisers to provide some critical information about the upcoming tax season, as 2021 income tax returns are due April 18. Read the Article: https://www.henssler.com/the-irs-is-accepting-returns-but-make-sure-you-have-all-your-forms…

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Henssler Money Talks - January 29, 2022 44:17

för 3 years sedan44:17

44:17

This week on “Money Talks,” Chief Investment Officer, Troy Harmon, CFA, CVA, is joined by Senior Associate Michael Griffin, CFP®, and Tax Manager Jessie Thomas, CPA, from Henssler CPAs & Advisers to discuss the week’s volatility, the release of fourth quarter GDP, and Consumer Confidence. Jessie provides some critical information about the upcoming tax season in this week’s case study. The hosts round out the show answering listeners’ questions on how to overweight Financials in a portfolio and how investors should weather the volatility seen in the NASDAQ composite. Check out the show segments using the chapter controls in the player above. Market Roundup: Covering the week of Jan. 24 – Jan. 28, 2022 Case Study: What You Need to Know About Tax Season Q&A Time: Overweighting Financials and Volatility in the NASDAQ…

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Using Trusts in Your Estate Plan Largely Depends on Your Intent 14:25

för 3 years sedan14:25

14:25

Original Air Date: January 22, 2022 Chief Investment Officer, Troy Harmon, CFA, CVA, is joined by Managing Associate D.J. Barker, CWS® and Associate Logan Daniel, CFP®, CRPC®, to discuss the use and benefits of trusts in estate planning, as well as, how they work with the client to determine the ultimate goal for passing on their wealth. Read the Article: https://www.henssler.com/using-trusts-in-your-estate-plan-largely-depends-on-your-intent…

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Henssler Money Talks - January 22, 2022 44:28

för 3 years sedan44:28

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This week on “Money Talks,” Chief Investment Officer, Troy Harmon, CFA, CVA, is joined by Managing Associate D.J. Barker, CWS® and Associate Logan Daniel, CFP®, CRPC®, to discuss the week’s volatility, jobless claims and existing home sales data. The financial planning experts discuss the use and benefits of trusts in estate planning, as well as, how they work with the client to determine the ultimate goal for passing on their wealth. The show hosts round out the episode with listeners’ questions on fintech company SoFi Technologies, a house divided among three children, and why taxpayers should look at their annual Social Security statement. Check out the show segments using the chapter controls in the player above. Market Roundup: Covering the week of Jan. 17 – Jan. 21, 2022 Case Study: Using Trusts in Estate Planning Q&A Time: SoFi Technologies, a house divided, and Social Security statements…

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Repairing Your Retirement Savings after a Divorce 14:43

för 3 years sedan14:43

14:43

Original Air Date: January 15, 2022 Chief Investment Officer, Troy Harmon, CFA, CVA, is joined by Managing Associate Jarrett McKenzie, CFP®, CWS® and Senior Financial Planner Clay Norman, CFP®, to explain how newly divorced investors can repair their retirement savings now that their goals have changed. Read the Article: https://www.henssler.com/repairing-your-retirement-savings-after-a-divorce…

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Henssler Money Talks - January 15, 2022 44:12

för 3 years sedan44:12

44:12

This week on “Money Talks,” Chief Investment Officer, Troy Harmon, CFA, CVA, is joined by Managing Associate Jarrett McKenzie, CFP®, CWS® and Senior Financial Planner Clay Norman, CFP®, to cover the week’s market movements and inflation indicators the Producer Price and Consumer Price indices. The financial Experts explore how newly divorced investors can repair their retirement savings now that their goals have changed. The hosts round out the show answering listener questions on Roth IRA eligibility and stocks Principal Financial Group, Sysco Corp. and US Foods Holding Corp. Check out the show segments using the chapter controls in the player above. Market Roundup: Covering the week of Jan 10 – Jan. 14, 2022 Case Study: Repairing Retirement Savings after Divorce Q&A Time: Roth IRA eligibility, Principal Financial Group, Sysco, and US Foods…

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2022 Outlook Includes Inflation and Rising Interest Rates 19:54

för 3 years sedan19:54

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Original Air Date: January 8, 2022 The Henssler Research Analysts discuss what they believe 2022 holds for the stock market, as Chief Investment Officer, Troy Harmon, CFA, CVA, and Research Analysts Nick Antonucci, CVA, CEPA, and Jacob Keen, CFA, examine inflation, government spending, performance concentration in a few stocks and the chances of growth in 2022. Read the Article: https://www.henssler.com/2022-outlook-includes-inflation-and-rising-interest-rates…

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Henssler Money Talks - January 8, 2022 43:53

för 3 years sedan43:53

43:53

This week on “Money Talks,” the Henssler Research Analysts discuss what they believe 2022 holds for the stock market. Chief Investment Officer, Troy Harmon, CFA, CVA, and Research Analysts Nick Antonucci, CVA, CEPA, and Jacob Keen, CFA, examine how the top and bottom movers in the S&P are indicative of the current market cycle. The Analysts cover inflation, government spending, performance concentration in a few stocks and the chances of growth in 2022. Check out the show segments using the chapter controls in the player above. Market Roundup: Covering the week of Jan. 3 – Jan 7, 2022 Top 10 Movers: Insights into the current market cycle Investment Whys: 2022 Outlook…

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Our Three Cents — Flush with Cash 18:18

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How much cash should your business have on hand? It varies by industry. In the January 2022 episode of “Our Three Cents” our business experts discuss how working capital needs are an integral piece of information for business owners.

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New Year’s Financial Resolutions 13:36

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Original Air Date: January 1, 2022 Research Analyst Nick Antonucci, CVA, CEPA, Senior Associate Melanie Wells, CFP®, and Financial Planner Zach Alexander, CRPC®, BFA™, provide a list of financial moves for a couple of investors looking to start the new year on the right foot financially. Read the Article: https://www.henssler.com/starting-the-new-year-on-the-right-financial-footing…

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Henssler Money Talks - January 1, 2022 44:17

för 3 years sedan44:17

44:17

This week on “Money Talks,” Research Analyst Nick Antonucci, CVA, CEPA, is joined by Senior Associate Melanie Wells, CFP®, and Financial Planner Zach Alexander, CRPC®, BFA™, to take a look back at the events that shaped the markets in 2021. The financial experts also provide a list of financial moves for a couple of investors looking to start the new year on the right foot financially. The hosts round out the show addressing a listener’s question on private equity. Check out the show segments using the chapter controls in the player above. Market Roundup: Covering the week of Dec. 28 – Dec. 31, 2021 Case Study: New Year’s Financial Resolutions Q&A Time: Private Equity…

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Last Chance to take RMDs for 2021 15:11

för 3 years sedan15:11

15:11

Original Air Date: December 18, 2021 Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate D.J. Barker, CWS®, and Associate Peter Lynch to work through the complicated situation of having multiple retirement accounts that require individual required minimum distributions. With plenty of room for error, paying close attention to RMDs is necessary. Read the Article: https://www.henssler.com/with-multiple-accounts-there-is-plenty-of-room-for-rmd-errors…

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Taxes on Social Security Benefits 13:23

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13:23

Original Air Date: December 11, 2021 Managing Associate K.C. Smith, CFP®, CEPA, and Research Analyst Nick Antonucci, CVA, CEPA, join Chief Investment Officer Troy Harmon, CFA, CVA, to address a couple’s concerns about taking Social Security benefits knowing they will likely be taxed on their benefits. Read the Article: https://www.henssler.com/most-investors-will-pay-tax-on-a-portion-of-their-social-security-benefits…

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Relying on an Inheritance to Fund Retirement 15:00

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Original Air Date: December 4, 2021 Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate D.J. Barker, CWS® and Senior Financial Planner, Josh Weidie, CWS® to discuss a common fallacy among investors—that they can rely on an inheritance to fund their retirement. They discuss the average inheritance and some of the many ways an inheritance could be significantly reduced before it passes to the heirs. Read the Article: https://www.henssler.com/its-ill-advised-to-count-on-an-inheritance-to-fund-your-retirement…

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Our Three Cents — Family Matters 12:55

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12:55

In the December 2021 episode of “Our Three Cents – Exit Planning Strategies” podcast, hosts Troy Harmon, CFA, CVA, Nick Antonucci, CVA, CEPA, and K.C. Smith, CFP®, CEPA, discuss the dynamics of running a family business. Often business owners think that they will be able to hire and take care of their family members and all will be happy. They forget about family dynamics, personalities, family vs. business hierarchy and the fact that once the work day ends, you can’t go home and avoid your coworkers!…

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Accepting an Early Retirement Offer 12:30

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Original Air Date: November 20, 2021 Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate Shawna Theriault, CFP®, CPA, CDFA®, and Financial Planner Adam Stadalius, CFP® to discuss early retirement offers, and some of the benefits to look for in the severance package offered. Read the Article: https://www.henssler.com/necessary-financial-planning-before-accepting-an-early-retirement-offer…

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Lifetime Income Features in a 401(k) Plan 17:00

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Original Air Date: November 13, 2021 Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate Jarrett McKenzie, CFP®, CWS®, and Client Relationship Manager for Retirement Services Justin Wagner, AIF®, to discuss 401(k) participants’ interest in a lifetime income feature to their plans. They talk about what that might look like, the fiduciary concerns, and if it is even a good option for the investors. Read the Article: https://www.henssler.com/lifetime-income-from-a-401k-you-may-want-to-think-again…

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Spending in Retirement—It is What You’ve Been Saving For 14:07

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Original Air Date: November 6, 2021 Senior Associate Melanie Wells, CFP®, and Financial Planner Zach Alexander BFA™, CRPC®, join Chief Investment Officer Troy Harmon, CFA, CVA, to address a couple who are worried about the transition in retirement from accumulating money to spending money. The investors are concerned that they won’t enjoy retirement because of the unease they feel not receiving a paycheck. Read the Article: https://www.henssler.com/spending-in-retirement-it-is-what-youve-been-saving-for…

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Our Three Cents — Insurance in Exit Planning 17:08

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Insurance transfers the financial risk to an insurance company. In this episode of “Our Three Cents – Exit Planning Strategies” podcast, hosts Troy Harmon, CFA, CVA, Nick Antonucci, CVA, CEPA, and K.C. Smith, CFP®, CEPA, talk with Director of Insurance Planning, Jim Crone, CFS®, CLU®, about using insurance in your business to transfer the risk that death, disability, divorce, distress, or disagreement would disrupt a company’s future. They discuss how certain polices can ensure that there is cash flow in the event something happens to an owner.…

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Establishing a Legacy of Giving Through Donor-Advised Funds and Family Foundations 14:25

för 4 years sedan14:25

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Original Air Date: October 30, 2021 Chief Investment Officer Troy Harmon, CFA, CVA, Managing Associate D.J. Barker, CWS®, and Senior Financial Planner Giuliana Barbagelata, CFP®, take a closer look at donor-advised funds and family foundations for significant charitable giving. They compare the two in terms of ongoing fees, donor control, and tax benefits. Read the Article: https://www.henssler.com/establishing-a-legacy-of-giving-through-donor-advised-funds-and-family-foundations…

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Substantially Equal Periodic Payments using Rule 72(t) 15:20

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Original Air Date: October 23, 2021 Chief Investment Officer Troy Harmon, CFA, CVA, joined by Managing Associate K.C. Smith, CFP®, CEPA, and Senior Financial Planner Clay Norman, CFP®, team up to explain the Rule 72(t) strategy that allows early retirees to access their retirement funds before age 59 ½ while avoiding the 10% early withdrawal penalty. They discuss the pros and cons to tapping the retirement account early, as well as how investors can control how much they withdraw. Read the Article: https://www.henssler.com/tapping-a-retirement-account-early-and-avoiding-early-withdrawal-penalties…

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Inflation, Cash Flow Projections, and Retirement Spending 14:20

för 4 years sedan14:20

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Original Air Date: October 16, 2021 Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Associate Michael Griffin, CWS®, and Financial Planner Adam Stadalius, CFP®, to discuss inflation with this week’s case study where an investor learns he is receiving a meaningful cost of living adjustment in his Social Security benefits; however, he is still concerned that inflation will significantly eat into his retirement income. The financial experts discuss how Henssler factors inflation into a client’s spending projections. Read the Article on Henssler.com: https://www.henssler.com/inflation-cash-flow-projections-and-retirement-spending…

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The Risk of Retiring in a Down Market 12:42

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Original Air Date: October 9, 2021 Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate Shawna Theriault, CFP®, CPA, CDFA®, and Senior Financial Planner Josh Weidie, CWS® to discuss a common investor worry—the fear of retiring in a down market. They cover sequence risk and how the Henssler Ten Year Rule mitigates it. Read the Article: https://www.henssler.com/mitigating-sequence-risk-with-the-ten-year-rule…

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Life Insurance Policies Are Being Sold to Private-Equity Firms 22:54

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Original Air Date: October 2, 2021 Research Analyst Jacob Keen, CFA, is joined by Director of Insurance Planning, Jim Crone, CLU®, CFS®, and Associate Michael Griffin, CFP® to discuss the trend in the life insurance marketplace where large insurers are selling existing policies to private-equity firms and asset managers. Jim highlights the concerns that policyholders may be exposed to riskier underlying investments. Read the article: https://www.henssler.com/life-insurance-policies-are-being-sold-to-private-equity-firms/…

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Our Three Cents — Team Spirit 16:19

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Selling your business is a transaction you don’t want to do alone. In this episode of “Our Three Cents – Exit Planning Strategies” podcast, hosts Troy Harmon, CFA, CVA, Nick Antonucci, CVA, CEPA, and K.C. Smith, CFP®, CEPA, discuss the importance of assembling a team of experts to help you in your business transition. To achieve maximum value from selling a business you will need help to organize your sale offering, prepare financial and other documents that buyers require, and complete the legal papers that protect you, your business, and your buyer.…

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Case Study: Planning for Restricted Stock Units 11:27

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Original Air Date: September 25, 2021 Chief Investment Officer Troy Harmon, CFA, CVA, is joined by fellow Research Analyst Jacob Keen, CFA, and Managing Associate K.C. Smith, CFP®, CEPA, to provide some guidance for an investor’s situation in planning for his compensation of Restricted Stock Units. Read the Article: https://www.henssler.com/restricted-stock-creates-a-need-for-financial-and-tax-planning…

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Case Study: Financial Planning Beyond Retirement 15:13

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Original Air Date: September 18, 2021 Chief Investment Officer Troy Harmon, CFA, CVA, is joined by fellow Research Analyst Nick Antonucci, CVA, CEPA, and Managing Associate Jarrett McKenzie, CFP®, CWS® to evaluate an investor’s situation who feels that he’s done just fine with asset management and doesn’t need a financial plan. Jarrett explains how the financial plan is even more critical in retirement than it is during your saving years. Read the Article: https://www.henssler.com/managing-portfolio-risk-with-financial-planning-in-retirement…

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Trusted Persons to Help with Financial Responsibilities as You Age 13:40

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Original Air Date: September 11, 2021 Henssler Financial's Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate D.J. Barker, CWS®, and Associate Peter Lynch to discuss the importance of having fiduciaries or trusted contacts for senior investors to help ensure these potentially vulnerable investors are not being exploited. Peter explains the different types of powers of attorney and when they are applicable. Read the Article: https://www.henssler.com/trusted-persons-to-help-with-financial-responsibilities-as-you-age…

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Our Three Cents — Debt Vs. Equity 16:55

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In this episode of “Our Three Cents – Exit Planning Strategies” podcast, hosts Troy Harmon, CFA, CVA, Nick Antonucci, CVA, CEPA, and K.C. Smith, CFP®, CEPA, discuss the difference between debt and equity when it comes to raising money for your small business. They look at lending, savings, lines of credit as well as bringing on a partner or investors.…

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Case Study: The Mega Backdoor Roth IRA 12:07

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Original Air Date: August 28, 2021 Associates Melanie Wells, CFP®, and Logan Daniel, CFP®, CRPC®, join Chief Investment Officer Troy Harmon, CFA, CVA, to cover a little-known strategy for high income earners to move a significant amount of retirement funds into Roth accounts for tax-free growth. Read the Article: https://www.henssler.com/growing-retirement-funds-tax-free-with-a-mega-backdoor-roth-ira…

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Case Study: Monthly Payments From the IRS: Advance Child Tax Credit 10:39

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Original Air Date: August 21, 2021 This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Tax Consultant Jessie Thomas, CPA, of Henssler CPAs & Advisers, and fellow Research Analyst, Jacob Keen, CFA. Jessie shares some insight to the Advance Child Tax Credit and how taxpayers who had a child in 2021 can receive their credit. Read the Article: https://www.henssler.com/monthly-payments-from-the-irs-advance-child-tax-credit…

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Investment Whys: Stock Market and Economy Not as Disconnected as They Seem 17:37

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Original Air Date: August 14, 2021 Chief Investment Officer Troy Harmon, CFA, CVA, joined by Managing Associate Jarrett McKenzie, CFP®, CWS®, and Roger Tutterow, Ph.D., Henssler’s Chief Economic Adviser, to explore what seems to be a disconnect between a booming stock market and an economy struggling with labor shortages and inflation. Read the Article: https://www.henssler.com/stock-market-and-economy-not-as-disconnected-as-they-seem…

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Case Study: Retirement Income: Ten Year Rule or Dividends 16:08

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Original Air Date: August 7, 2021 Chief Investment Officer Troy Harmon, CFA, CVA, joined by Managing Associate Shawna Theriault, CFP®, CDFA®, CPA, and Associate Peter Lynch look at the situation of a couple who are working with an adviser who recommends using a dividend portfolio to provide retirement income. They discuss the risks of this strategy and compare it to the Henssler Ten Year Rule strategy. Read the Article: https://www.henssler.com/retirement-liquidity-bonds-or-dividends…

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Our Three Cents — The 5 D's and Buy/Sell Agreements 20:28

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In this episode of “Our Three Cents – Exit Planning Strategies” podcast, hosts Troy Harmon, CFA, CVA, Nick Antonucci, CVA, CEPA, and K.C. Smith, CFP®, CEPA, discuss the five reasons that business owners should have a buy/sell agreement in place: death, disability, divorce, distress, and disagreement. A buy-sell agreement puts down on paper who specifically can own shares of the business and how to value those shares. It is a formal agreement between shareholders of a closely held business that specifies the terms and prices of a buyout when one or more shareholders want or need to sell.…

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Case Study: Roth IRA Conversions After Age 60 12:40

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Original Air Date: July 31, 2021 Managing Associate D.J. Barker, CWS®, and Associate Michael Griffin, CFP®, joined by Chief Investment Officer Troy Harmon, CFA, CVA, examine the situation of a senior investor who wants to manage future taxes on her investments by converting a portion of her retirement funds to a Roth IRA. Read the Article: https://www.henssler.com/roth-ira-conversion-seems-straightforward-but-devil-is-in-the-details…

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Case Study: Sitting on Cash 15:57

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Original Air Date: August 24, 2021 Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate Jarrett McKenzie, CFP®, CWS®, and Research Analyst Nick Antonucci, CVA, CEPA, to take a closer look at a common investor situation of having cash available for investment but are reluctant to invest it given that the stock market and real estate are at all-time highs, while rates on fixed income are as low as ever. Read the Related Article, "Is Cash King? Depends on Your Needs." at https://www.henssler.com/is-cash-king-depends-on-your-needs…

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Case Study: Inherited IRAs and the SECURE Act 15:07

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Original Air Date: July 17, 2021 Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate D.J. Barker, CWS®, and Tax Consultant Jessie Thomas, CPA, to delve into a case study involving inherited IRAs and the SECURE Act, which eliminated the “stretch” strategy. They provide insight on the required minimum distribution rules for beneficiaries and other alternatives to pass assets on to heirs. Read the Article: https://www.henssler.com/no-single-solution-to-maximize-inherited-iras…

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Case Study: Starting over at 50 15:46

för 4 years sedan15:46

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Original Air Date: July 10, 2021 This week on “Money Talks,” Managing Associate K.C. Smith, CFP®, CEPA, and Associate Melanie Wells, CFP®, join Chief Investment Officer Troy Harmon, CFA, CVA, to provide some advice for an investor in his 50s who finds himself with substantially less assets after his divorce. The financial Experts give a laundry list of areas that need re-examination now that his financial goals have changed. Read the Article: https://www.henssler.com/starting-your-financial-journey-over-after-a-divorce…

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Case Study: Should an Executor Account for Non-Probate Assets When Distributing Assets According to the Will? 17:32

för 4 years sedan17:32

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Original Air Date: July 3, 2021 Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate Shawna Theriault, CFP®, CPA, CDFA®, and Arun Gupta, an estate planning attorney with Reeves Law, PC, to answer a listener’s question on whether a Will should consider money that transferred by beneficiary designation. They discuss language the Will may contain that would give the executor guidance as well as options for the executor and heirs to consider. Read the Article: https://www.henssler.com/should-an-executor-account-for-non-probate-assets-when-distributing-assets-according-to-the-will…

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Our Three Cents - Sanity Checks 17:56

för 4 years sedan17:56

17:56

In this episode of “Our Three Cents – Exit Planning Strategies” podcast, hosts Troy Harmon, CFA, CVA, Nick Antonucci, CVA, CEPA, and K.C. Smith, CFP®, CEPA, discuss the sanity checks a business owner should go through when estimating the value of their business. Quite often the business is not valued at what the owner believes it is worth. Under and overestimating the value can cause problems down the road.…

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Case Study: Failing in Retirement 16:58

för 4 years sedan16:58

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Original Air Date: June 26, 2021 Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate K.C. Smith, CFP®, CEPA, and Justin Wagner, AIF®, Client Relationship Manager for Retirement Services, to take a closer look at a couple who realized that it is possible to fail at retirement. Justin and K.C. highlight some of the mistakes and pitfalls retirees make that could derail their financial security in their golden years. Read the article: https://www.henssler.com/failure-to-plan-could-result-in-a-failure-in-retirement…

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Case Study: Engaging a Uninterested Spouse in Family's Finances 12:48

för 4 years sedan12:48

12:48

Original Air Date: June 19, 2021 Principal Jennifer Thomas, CFP®, and Associate Michael Griffin, CFP®, join Chief Investment Officer Troy Harmon, CFA, CVA, in a discussion on the importance of including a uninterested spouse in household financial and investment conversations. They discuss patterns they see among clients and how as advisers they work to meet each spouse on a level that they understand. Read the Article: https://www.henssler.com/engaging-the-uninterested-spouse-in-family-finances…

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Case Study: Tax Extensions and Mid Year Tax Reviews 14:07

för 4 years sedan14:07

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Original Air Date: June 12, 2021 Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Tax & Business Consultant Jessie Thomas, CPA, from Henssler CPAs & Advisers, and Associate Logan Daniel, CFP®, CRPC®, in a discussion on tax filers who filed an extension in spring and need to get their documents into their tax preparer. The conversation also covers life events that would warrant a mid-year checkup with a tax consultant as they can have significant changes to your return. Read the Article: https://www.henssler.com/during-your-summer-travel-dont-forget-to-visit-your-cpa…

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Case Study: Sell in May and Go Away? 17:04

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Original Air Date: June 5, 2021 This This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associates Shawna Theriault, CFP®, CPA, CDFA®, and Jarrett McKenzie, CFP®, CWS® to discuss how it is more important to follow your long-term financial plan than to follow investment idioms like, “Sell in May and go away.” Read the Article: www.henssler.com/sell-in-may-and-go-away-is-just-quack…

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Our Three Cents — Approaches to Valuations 23:17

för 4 years sedan23:17

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In this episode of “Our Three Cents – Exit Planning Strategies” podcast, hosts Troy Harmon, CFA, CVA, Nick Antonucci, CVA, CEPA, and K.C. Smith, CFP®, CEPA, discuss the three most common approaches to business valuations: the market-based, income-based, and asset-based methods.

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Case Study: Superfund a 529 Plan to Reduce Your Estate 11:48

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Original Air Date: May 22, 2021 This week on “Money Talks,” the Experts discuss a couple who have a large estate and want to start moving money to benefit their grandchildren but want to avoid gift tax complications. We suggest superfunding a 529 Plan as one option.

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Case Study: Repurposing Life Insurance to Improve Estate Plan 15:05

för 4 years sedan15:05

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Original Air Date: May 15, 2021 Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Associate Peter Lynch, and Director of Insurance Planning, Jim Crone, CFS®, CLU®, who brings to the show a case study of a client who was disappointed in the performance of his life insurance policy and through a collaborative effort between Jim, the financial planner, and the client’s estate planning attorney, he was able to repurpose the insurance policy to enhance the client’s estate plan. Read the article:…

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Investment Whys: Transitory Inflation, Supply Chains, and the Velocity of Money 19:09

för 4 years sedan19:09

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Original Air Date: May 11, 2021 Henssler Research Analyst Nick Antonucci, CVA, CEPA, hosts Roger Tutterow, Ph.D., Henssler’s Chief Economic Adviser and Henssler Endowed Chair at Kennesaw State University’s Coles College of Business, and Managing Associate Jarrett McKenzie, CFP®, CWS®, on “Money Talks.” The discussion includes which economic factors are stimulating inflation and how the influx of cash is affecting the economy.…

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Our Three Cents — Exit Planning Options 27:57

för 4 years sedan27:57

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In this episode of “Our Three Cents – Exit Planning Strategies” podcast, hosts Troy Harmon, CFA, CVA, Nick Antonucci, CVA, CEPA, and K.C. Smith, CFP®, CEPA, provide an overview of the options a business owner has available when exiting a business. Business owners have a variety of options from passing the business along to family members to selling to a private equity firm to liquidating and closing the business.…

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Case Study: Umbrella Insurance to Protect Against Excess Liability 13:12

för 4 years sedan13:12

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Original Air Date: April 24, 2021 In this week’s case study, Chief Investment Officer Troy Harmon, CFA, CVA, Justin Wagner, AIF® Head of Commercial Transformation and special guest Keith Palmer of Henssler Norton Insurance provide advice for households that have increased liability risk because of teenage drivers, social media, dogs, and pools.…

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Case Study: Can You Pass a Quiz on Social Security? 16:39

för 4 years sedan16:39

16:39

Original Air Date: April 17, 2021 Henssler Chief Investment Officer Troy Harmon, CFA, CVA, Managing Associate D.J. Barker, CWS®, and Associate Melanie Wells, CFP®, take a closer look at Social Security this week in our case study. Turns out most investors ages 55-65 have a lot of misconceptions about Social Security benefits, including when to begin taking them.…

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Case Study: More Money, More Taxes 14:01

för 4 years sedan14:01

14:01

Original Air Date: April 10, 2021 This week in the “Money Talks,” case study, Chief Investment Officer Troy Harmon, CFA, CVA, is joined Principal Jennifer Thomas, CFP®, and Tax Consultant Jessie Thomas, CPA, to provide insight on the current tax season and offers some tips for those who owe more than expected this year.…

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Our Three Cents - Exit Planning Strategies Premiere Episode 31:53

för 4 years sedan31:53

31:53

The introduction to our newest podcast, “Our Three Cents – Exit Planning Strategies” where our Experts introduce themselves and their experience when it comes to business exit planning.The show is hosted by Troy Harmon, CFA, CVA, who is a former business owner and Certified Valuation Analyst. As Henssler Financial’s Chief Investment Officer, he spends a considerable amount of time considering the valuation of companies compared to their peers in the marketplace. Joining him are Nick Antonucci, CVA, CEPA, and K.C. Smith, CFP®, CEPA. Nick is also a valuation analyst and a Certified Exit Planning Advisor. Nick approaches exit planning with special attention placed on enhancing your business’s value prior to a sale. K.C. is also a Certified Exit Planning Advisor, but also applies his strong background in financial planning to the business owner who is relying on the sale to fund retirement.…

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Case Study: What to Do with an Old 401(k) 15:55

för 4 years sedan15:55

15:55

Original Air Date: March 27, 2021 The Experts team up to provide advice to an investor who is managing three separate 401(k) accounts at former employers.

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Case Study: The "New Alternative" Asset Classes 18:44

för 4 years sedan18:44

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Original Air Date: March 20, 2021 The "Money Talks" Experts take a deep dive into the “new alternative” asset classes, discussing Special Purpose Acquisition Companies (SPAC), Non-Fungible Tokens (NFT) and cryptocurrencies.

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CaseStudy: Opening A Roth IRA for a Child 10:53

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10:53

Original Air Date: March 13, 2021 Henssler Associate Peter Lynch provides advice a client’s desire to fund a Roth IRA for his young children.

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Interview: Travis Suit of Piper’s Angels Foundation 12:33

för 4 years sedan12:33

12:33

Original Air Date: March 13, 2021 Travis Suit, of Piper’s Angels Foundation and The Crossing for Cystic Fibrosis, discussing how the pandemic affected the foundations flagship fundraiser and their plans for paddle boarding across the Gulf Stream this June.

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Case Study: Retiring Early? Don’t Overlook Health Care Costs 15:09

för 4 years sedan15:09

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Original Air Date: March 6, 2021 Chief Investment Officer Troy Harmon, CFA, CVA, Principal Jennifer Thomas, CFP®, and Managing Associate Shawna Theriault, CPA, CFP®, CDFA®, team up to discuss how extra financial planning is needed if you intend to retire early—not because of a longer retirement period—but because of the significant health care costs between your early retirement age and when you are eligible for Medicare.…

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Case Study: Ramp Up Your Savings Not Your Aggressiveness 17:55

för 4 years sedan17:55

17:55

Original Air Date: February 20, 2021 This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate K.C. Smith, CFP®, CEPA, and Client Relationship Manager - Retirement Services Justin Wagner, AIF®, take a look at a couple’s situation who have most of their retirement assets in their 401(k)s and are concerned about their risk exposure now that they are about 10 years from retirement.…

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Case Study: The GameStop Anomaly and Fundamental Stock Analysis 16:42

för 4 years sedan16:42

16:42

Original Air Date: February 13, 2021 Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate Jarrett McKenzie, CFP®, CWS® and Associate Logan Daniel, CFP®, CRPC®, to take a closer look at what happened with GameStop’s meteoric rise and discuss why financial advisers won’t speculate with an investor’s retirement funds.…

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Case Study: In What Order Should an Investor Tap His Funds? 15:43

för 4 years sedan15:43

15:43

Original Air Date: February 6, 2021 This week on “Money Talks,” Principal Jennifer J. Thomas, CFP®, and Associate Michael Griffin, CFP®, join Chief Investment Officer Troy Harmon, CFA, CVA, to discuss a listener’s decision to begin withdrawing the funds he’s saved and grown over the last 30 years. They cover which accounts to tap first, how to control his tax situation, and the importance of having a financial plan.…

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Case Study: Pandemic Lessons Can Lead to Better Financial Habits 14:44

för 4 years sedan14:44

14:44

Original Air Date: January 30, 2021 2020 was a difficult year financially for many people. Hopefully 2021 will provide an opportunity to right the wrong financial moves made last year.

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Case Study: Coverage Lapse—All May Not be Lost with LTC Policies 18:44

för 4 years sedan18:44

18:44

Original Air Date: January 23, 2021 The Henssler Financial Experts take a closer look at the situation of a client who let their long-term care policy lapse and cover the options the client has as well as ways to ensure this situation doesn’t happen to others.

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Case Study: Allocating Funds for 10-Year Liquidity in an Uncertain Environment 17:07

för 4 years sedan17:07

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Original Air Date: January 16, 2021 Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate Shawna Theriault, CPA, CFP®, CDFA®, and Associate Peter Lynch to explore the situation of a couple who are 10 years from retirement and are concerned about buying fixed income investments in a low interest rate environment.…

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Case Study: $900 Billion Relief Package Targets Individuals and Businesses 16:16

för 4 years sedan16:16

16:16

Original Air Date: January 9, 2021 A closer look at the Consolidated Appropriations Act of 2021, which included $900 billion in additional COVID-19 stimulus.

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Investment Whys: Economic Growth Tempered by Inflation 28:59

för 4 years sedan28:59

28:59

Original Air Date: January 2, 2021 The Henssler Research Analysts discuss how the market ended 2020 and what they expect for 2021. They discuss sector performance, the difference between growth and value stocks, and inflation.

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Interview: The Center for Family Resources—Melanie Kagan and Lee Smith 8:43

för 6 years sedan8:43

8:43

Original Air Date: October 14, 2019 The Center for Family Resources CEO Melanie Kagan and Director of Operations Lee Smith join “Money Talks” to share the organization’s mission and upcoming Thanks for Giving food drive. The Center for Family Resources (CFR) is a Cobb County-based nonprofit organization that works to stabilize and empower local families so they may become self-sufficient through financial stabilization, housing, and education. The organization offers multiple short-term housing programs, a GED prep program that provides one-on-one coaching and group classes, and an on-site food pantry with fresh produce and breads, a wide variety of canned goods, and other essentials like diapers, infant formula, and personal hygiene items, and many other services.They also focus on The CFR’s annual Thanks for Giving food drive. The CFR provides holiday food boxes distributed to low-income, Cobb County families during the Thanksgiving break. Boxes include the ingredients for families to cook their own traditional holiday meal. Additionally, since the week of Thanksgiving can be a strain on families’ food budgets while children are home from school, they provide extras like breakfast food, pasta, and peanut butter for those added meals. Phone: 770-428-2601 or Web: www.thecfr.org…

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Interview: Travis Suit, Founder of Piper’s Angels Foundation 15:14

för 6 years sedan15:14

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Original Air Date: June 3, 2019 Exclusive interview with Travis Suit, the founder of Piper’s Angels Foundation and Crossing For A Cure. Managing Associate D.J. Barker, CWS® is participating in the Crossing, an epic paddleboard challenge benefitting cystic fibrosis.

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Interview: Marcy Stidum, Director of CARE Services at Kennesaw State University 12:24

för 6 years sedan12:24

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Original Air Date: April 29, 2019 Marcy Stidum, Director of CARE Services at Kennesaw State University. CARE Services offers support to students who have experienced homelessness, food insecurity and/or the foster care system.

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Matching Investments to Your Liquidity Needs 10:55

för 9 years sedan10:55

10:55

Original Air Date: June 4, 2016 Over the years, we have talked in great length about laddering your fixed-income investments to meet your liquidity needs. This concept of laddering bonds is a byproduct of your financial plan. Once you get within 10 years of a known expenditure, you should not have those assets exposed to the equity markets in order to preserve the principal.…

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Why We Have a Ten Year Rule 9:25

för 11 years sedan9:25

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Original Air Date: August 23, 2014 Bil Lako, CFP®, explains why a 10-year holding period matters and how higher interest rates affect your bond holdings.

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How Much Money Does It Take to Retire? 6:58

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Original Air Date: September 21, 2013 The “Money Talks” hosts discuss retirement savings and how much you may need in the future.

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Interview-Ken Harmon, D.B.A. 25:29

för 13 years sedan25:29

25:29

Original Air Date: February 26, 2012 Ken Harmon, D.B.A., Provost and Vice President for Academic Affairs at Kennesaw State University joins “Money Talks” to discuss President Obama’s “Blueprint for Keeping College Affordable and Within Reach for All Americans.”

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Sources of Investment Income 11:19

för 14 years sedan11:19

11:19

Original Air Date: August 20, 2011 Investors are concerned about slower economic growth and undesirably high unemployment combined with softer inflation through the second quarter. In uneasy economic times, investors are more interested in living off the interest and dividends from their investments without touching principal. Investors, desperate for income, often inadvertently take on more risk. We take a look at many sources of income and break them down to show the advantages and disadvantages to holding each source.…

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Sometimes the Active Portfolio Decision is to Do Nothing 10:45

för 14 years sedan10:45

10:45

Original Air Date: August 6, 2011 Bil Lako, CFP®, explains how sometimes investors are not paying attention to the decisions that are being made. Sometimes an active portfolio decision often leads you to do nothing. That is the decision. When you see moves like Monday, down 5%; Tuesday, up 4%; Wednesday, down 4%, Thursday, up 5% you have to ask yourself, “Why?” If you cannot answer, or do not understand what is causing it, your answer could be that you do not want to do anything differently. You have a plan, and you decide to stick to it.…

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