Henssler Money Talks

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...

Original Air Date: July 23, 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 explore a fixed-income strategy given the high inflation and rising interest rate environment.  Read the Article: https://www.henssler.com/fixed-income-preserve-principal-not-maximize-returns

Henssler Money Talks – July 23, 2022 Season 36, Episode 30 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 unexpected rally in the market this week as well as some housing news. The experts team up to discuss a fixed-income strategy given the high...

Original Air Date: July 16, 2022 Chief Investment Officer Troy Harmon, CFA, CVA, and Senior Financial Planner Josh Weidie, CWS® are joined by Director of Insurance Planning Jim Crone, CFS®, CLU®, who explains how and where annuities work best and that there is nothing an insurance company can invest in that isn’t already available in the marketplace. Read the Article: https://www.henssler.com/with...

Henssler Money Talks – July 16, 2022 Season 36, Episode 29 This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Director of Insurance Planning Jim Crone, CFS®, CLU®, and Senior Financial Planner Josh Weidie, CWS®, to cover rising inflation with the Consumer Price and Producer Price indices. In this week’s Case Study, pre-retirees are panicking because their port...

Original Air Date: July 9, 2022 Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Tax Manager Jessie Thomas, CPA, and Associate Peter Lynch to highlight the many provisions and tax credits that sunset at the end of 2021, as well as other areas that may require a mid-year check in with your CPA.  Read the Article: https://www.henssler.com/with-many-tax-provisions-sunset-in-2022-planning-...

Henssler Money Talks – July 9, 2022 Season 36, Episode 28 This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Tax Manager Jessie Thomas, CPA, and Associate Peter Lynch to discuss the market’s slight rebound in the week as well as the Manufacturing and Nonmanufacturing indices. While 2022 may seem like “business as normal” compared to the last two years, Jessie...

Our Three Cents — Is It Too Late?  Season 2, Episode 7    The Our Three Cents hosts Troy, Nick, and K.C. of Henssler Financial answer the question if it is too late to sell your business this year now that interest rates are increasing and the market has taken a roughly 18% tumble.   "Our Three Cents” is a spinoff podcast of “Money Talks,” focusing on good business strategies, business valuat...

Original Air Date: July 2, 2022 Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Research Analysts Nick Antonucci, CVA, CEPA, and Jacob Keen, CFA, to discuss portfolio allocation for your 401(k), covering the types of funds plans are likely to include and how selecting your own asset mix may be better than accepting a default target-date fund. 

Henssler Money Talks – July 2, 2022 Season 36, Episode 27 This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Research Analysts Nick Antonucci, CVA, CEPA, and Jacob Keen, CFA, to discuss the market’s slight gains, and the two readings on consumer sentiment from the University of Michigan and the Conference Board. They also cover the third and final reading of F...

Original Air Date: June 25, 2022 Managing Associate K.C. Smith, CFP®, leads Chief Investment Officer Troy Harmon, CFA, CVA,  and Senior Financial Planner Josh Weidie, CWS®, on a discussion of what investors can do mid-year to reassess their financial situation.  Read the Article: https://www.henssler.com/mid-year-evaluate-where-are-but-dont-lose-sight-of-the-future    

 Henssler Money Talks- June 25, 2022 Season 36, Episode 26 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 Josh Weidie, CWS®, to cover the week’s market news, including Fed Chair Jerome Powell’s testimony in front of Congress, interest rates and inflation, Industrial Production and Exis...

Original Air Date: June 18, 2022 Research Analyst Nick Antonucci, CVA, CEPA, Managing Associate D.J. Barker, CWS®, and Financial Planner Zach Alexander, CRPC®, BFA™ team up to discuss what investors should and shouldn’t do in volatile markets like we are currently seeing.  Read the Article: https://www.henssler.com/history-may-seem-rosy-but-future-is-still-bright-despite-volatility  

Henssler Money Talks – June 18, 2022 Season 36, Episode 25   This week on “Money Talks,” Research Analyst Nick Antonucci, CVA, CEPA, Managing Associate D.J. Barker, CWS®, and Financial Planner Zach Alexander, CRPC®, BFA™ team up to discuss the Fed’s 75-basis point increase to interest rates and both the Consumer Price and Producer Price indices. D.J. and Zach discuss what investors should and shou...

Original Air Date: June 11, 2022 Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate Jarrett McKenzie, CFP®, CWS®, and Associate Logan Daniel, CFP®, CRPC®, to look at how inflation affects retirement spending and investment allocation. Read the Article: https://www.henssler.com/inflation-is-your-benchmark-for-maintaining-your-wealth  

Henssler Money Talks – June 11, 2022 Season 36, Episode 24   This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate Jarrett McKenzie, CFP®, CWS®, and Associate Logan Daniel, CFP®, CRPC®, to discuss the week’s market action, the employment numbers from May and the ISM Manufacturing Index. Jarret and Logan take a closer look at how inflation affec...

Original Air Date: June 4, 2022 Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate K.C. Smith, CFP®, CEPA, and Research Analyst Nick Antonucci, CVA, CEPA, to discuss a couple who are looking to make the best out of the depressed market by timing a Roth conversion. They cover the benefits and options investors have for a conversion.  Read the Article: https://www.henssl...

 Henssler Money Talks – June 4, 2022   Season 36, Episode 23   This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate K.C. Smith, CFP®, CEPA, and Research Analyst Nick Antonucci, CVA, CEPA, to cover The Conference Board’s Consumer Confidence, Mortgage Applications, the ISM Manufacturing Index, and the Fed’s Beige Book. K.C. discusses the situati...

Our Three Cents — Exit Planning Checklist Season 2, Episode 6 The Our Three Cents hosts Troy, Nick, and K.C. of Henssler Financial cover 14 areas you need to consider when planning your business exit strategy, including understanding your exit options, preserving your wealth and getting a baseline business valuation. "Our Three Cents” is a spinoff podcast of “Money Talks,” focusing on good bu...

Original Air Date: May 21, 2022 Managing Associate D.J. Barker, CWS®, and Associate Logan Daniel, CFP®, CRPC®, join Chief Investment Officer Troy Harmon, CFA, CVA, to look at a listener’s “do-it-yourself” portfolio and plan, discussing how we prefer to allocate a portfolio’s investments using the Henssler Ten Year Rule.  Read the Article: https://www.henssler.com/trust-your-portfolio-in-good-times...