Henssler Money Talks

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 fac...

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-lea...

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....

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 Artic...

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 th...

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-...

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 multipl...

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.hen...

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 foun...

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 a...

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-gracefu...

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 t...

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 cas...

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...

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 a...

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...

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/  

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 va...

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.hens...

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...

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 on...

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 Giulian...

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...

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...

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...