Henssler Money Talks

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  

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 inheritan...

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

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...

 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. 

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-insura...

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 FDI...

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.h...

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...

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.

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: htt...

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 mi...

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 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 w...

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...

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 Signa...

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-do...

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 exper...

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  

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...

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  

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 addre...

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 ma...

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 Giulian...

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 senio...