Henssler Money Talks

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 yo...

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 req...

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-...

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 e...

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-s...

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 c...

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. 

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-mak...

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 hos...

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...

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 ulti...

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  

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 t...

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.henss...

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 con...

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. 

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  

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 r...

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:...

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-soc...

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 be...

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...

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-earl...

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 goo...

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...