Henssler Money Talks

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...

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...

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 optio...

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 busi...

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...

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 entrepre...

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  

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...

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:...

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 na...

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-ret...

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 c...

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...

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 ex...

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...

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...

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 pl...

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-fro...

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 motiva...

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 Artic...

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...

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/

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...

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...

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 expe...