Henssler Money Talks

Troy Harmon, CFA, CVA, Nick Antonucci, CVA, CEPA, and K.C. Smith, CFP®, CEPA of Henssler Financial are joined by Kenny Hall, an attorney and partner at Moore Ingram Johnson & Steele, LLP. He is an expert in tax litigation, mergers and acquisitions, capital raises and restructuring and captive insurance companies. Kenny joins the Our Three Cents hosts to talk about the benefits of having a corp...

Original Air Date: October 15, 2022 Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Associate Peter Lynch, and Senior Financial Planner Clay Norman, CFP®, who come together to address a couple’s concerns about moving money into fixed-income investments. They explain fixed income’s role in a portfolio and laddering bonds.  Read the Article: https://www.henssler.com/laddering-your-bond-...

Henssler Money Talks – October 15, 2022 Season 36, Episode 42 This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Associate Peter Lynch, and Senior Financial Planner Clay Norman, CFP®, to cover September’s employment numbers, and the Consumer Price and Producer Price indices. The financial Experts come together to address a couple’s concerns about moving money...

Original Air Date: October 8, 2022 Managing Associate K.C. Smith, CFP®, CEPA, and Senior Financial Planner Giuliana Barbagelata, CFP®, join” Chief Investment Officer Troy Harmon, CFA, CVA, to discuss how disability insurance can help protect your ability to earn a living. They cover employer group policies, own-occupation policies and waiting periods before benefits begin.   Read the Article: http...

Henssler Money Talks – October 8, 2022 Season 36, Episode 41 This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate K.C. Smith, CFP®, CEPA, and Senior Financial Planner Giuliana Barbagelata, CFP®, to cover the ISM Manufacturing and Nonmanufacturing Indices and the University of Michigan Consumer Sentiment Survey. K.C. and Giuliana team up to dis...

Original Air Date: October 1, 2022 This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA,  is joined by Senior Financial Planners Josh Weidie, CWS®, and Adam Stadalius, CFP®, to discuss alternative investment options, covering what type of investor they’re appropriate for and the risks involved, as well as the many different types of alternative investments. Read the Article:...

Henssler Money Talks – October 1, 2022 Season 36, Episode 40 This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Senior Financial Planners Josh Weidie, CWS®, and Adam Stadalius, CFP®, to cover the market’s performance for the week, consumer confidence, and new home sales. The show hosts team up to discuss alternative investment options, covering what type of in...

Original Air Date: September 24, 2022 Chief Investment Officer Troy Harmon is joined by Senior Associate Michael Griffin, CFP®, and Financial Planner Zach Alexander, CRPC®, BFA™, to cover a situation with a couple of investors who retired last year and are concerned that the near 20% market drop has derailed their retirement plan. Read the Article: https://www.henssler.com/following-the-ten-year-r...

Henssler Money Talks – September 24, 2022 Season 36, Episode 39 This week on “Money Talks,” Chief Investment Officer Troy Harmon is joined by Senior Associate Michael Griffin, CFP®, and Financial Planner Zach Alexander, CRPC®, BFA™, to talk about the Fed’s decision to raise interest rates, and housing news with the New Residential Construction and Existing Home Sales reports. The financial Experts...

Our Three Cents — Good Help is Hard to Find Season 2, Episode 9 Troy Harmon, CFA, CVA, Nick Antonucci, CVA, CEPA, and K.C. Smith, CFP®, CEPA of Henssler Financial delve into common problems many small businesses are having including  finding and retaining employees in the tight labor market, inflation that has skewed the value of nearly every product and service, and intense competition for worker...

Original Air Date: September 17, 2022 Chief Investment Officer Troy Harmon is joined by Managing Associate D.J. Barker, CWS®, and Senior Associate Melanie Wells, CFP®, to cover a situation where the investors are not following the advice laid out by their investment adviser. They cover why the advice was designed for their situation and how not heeding the recommendations can put them behind. Read...

Henssler Money Talks – September 17, 2022 Season 36, Episode 37 This week on “Money Talks,” Chief Investment Officer Troy Harmon is joined by Managing Associate D.J. Barker, CWS®, and Senior Associate Melanie Wells, CFP®, to cover the latest inflationary readings the Producer Price and Consumer Price indices. The financial Experts team up to cover a situation where the investors are not following...

Original Air Date: September 10, 2022 Chief Investment Officer Troy Harmon is joined by Justin Wagner, AIF® Client Relationship Manager - Retirement Services, and Giuliana Barbagelata CFP®, Senior Financial Planner, to discuss a case study on managing your 401(k)s when you change jobs.  Read the Article: https://www.henssler.com/leaving-your-job-dont-forget-to-take-your-401k

Henssler Money Talks – September 10, 2022 Season 36, Episode 37 This week on “Money Talks,” Chief Investment Officer Troy Harmon is joined by Justin Wagner, AIF® Client Relationship Manager - Retirement Services, and Giuliana Barbagelata, CFP®, Senior Financial Planner, to discuss the week’s market movements and economic climate. Justin and Giuliana cover a case study on managing your 401(k)s when...

Original Air Date: August 27, 2022 Chief Investment Officer Troy Harmon is joined by Managing Associate Jarrett McKenzie, CFP®, CWS®, and Senior Financial Planner Clay Norman, CFP®, to discuss an investor who wishes to leave his IRA to his granddaughter. The discuss the limitations the SECURE Act created for non-spousal inherited IRAs and other options that may benefit the heir.  Read the Article:...

Henssler Money Talks – August 27, 2022 Season 36, Episode 35 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 news, including New Home Sales, Durable Goods, and the second reading of second quarter GDP. Jarrett and Clay team up to discu...

Original Air Date: August 20, 2022 Chief Investment Officer Troy Harmon is joined by Managing Associate K.C. Smith, CFP®, CEPA, and Associate Peter Lynch to discuss the situation of a retired senior who is considering suspending his Social Security benefits and returning to work. K.C. highlights all the variables that go into making this decision including considering anyone receiving benefits bas...

Henssler Money Talks – August 20, 2022 Season 36, Episode 34 This week on “Money Talks,” Chief Investment Officer Troy Harmon is joined by Managing Associate K.C. Smith, CFP®, CEPA, and Associate Peter Lynch to cover the week’s market movements, Retail Sales, Industrial Production, and New Residential Construction. K.C. and Peter team up to look at the situation of a retired senior who is consider...

Troy Harmon, CFA, CVA, Nick Antonucci, CVA, CEPA, and K.C. Smith, CFP®, CEPA of Henssler Financial explore the difference and need for both attractiveness and readiness when selling your business on this episode of Our Three Cents. They discuss the concept of the “three-legged stool,” focusing on the Personal Planning, Financial Planning and Business Planning, and how legs of the stool are of equa...

Original Air Date: August 13, 2022 Research Analyst Nick Antonucci, CVA, CEPA, Managing Associate K.C. Smith, CFP®, CEPA, and Financial Planner Zach Alexander, BFA™, CRPC®, discuss how investors need to plan in advance for required minimum distributions to minimize the tax implications and income related adjustments to Medicare.  Read the Article: https://www.henssler.com/retirement-distributions-...

Henssler Money Talks – August 13, 2022 Season 36, Episode 33 This week on “Money Talks,” Research Analyst Nick Antonucci, CVA, CEPA is joined by Managing Associate K.C. Smith, CFP®, CEPA, and Financial Planner Zach Alexander, BFA™, CRPC®, to cover the latest inflationary readings—the Consumer Price and Producer Price indices. The experts also discuss how investors need to plan in advance for requi...

Original Air Date: August 6, 2022 Managing Associate Shawna Theriault, CFP®, CDFA®, CPA, and Senior Associate, Melanie Wells, CFP® join Chief Investment Officer Troy Harmon, CFA, CVA, to discuss the many options for parents who are saving for their children’s college education. Read the Article: https://www.henssler.com/pieces-of-the-college-planning-puzzle  

Henssler Money Talks – August 6, 2022 Season 36, Episode 32 This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate Shawna Theriault, CFP®, CDFA®, CPA, and Senior Associate, Melanie Wells, CFP®, to discuss the market’s movements, the ISM Manufacturing and Non-Manufacturing indices, and interest rates. Shawna and Melanie team up to discuss the man...

Original Air Date: July 30, 2022 Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate D.J. Barker, CWS®, and Senior Financial Planner, Giuliana Barbagelata, CFP®, to discuss the issues investors can have when they have a concentrated position in one stock. Read the Article: https://www.henssler.com/all-your-apples-in-one-basket-concentrated-stock-positions  

Henssler Money Talks – July 30, 2022 Season 36, Episode 31 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, Giuliana Barbagelata, CFP®, discuss the interest rate increase from the Fed and the first reading of second quarter gross domestic product. D.J. and Giuliana team up to discuss the iss...