Henssler Money Talks

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.  R...

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 Sur...

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/  

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 looki...

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/

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...

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

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 discus...

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-apprec...

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...

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-be...

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...

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

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 t...

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-posit...

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 fl...

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 rou...

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  

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 the...

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...

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 fin...

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 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...

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-...

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 diffe...