Henssler Money Talks

Original Air Date: April 23, 2022 Managing Associate D.J. Barker, CWS®, joins Chief Investment Officer Troy Harmon, CFA, CVA, and Client Relationship Manager Justin Wagner, AIF®, to lead a discussion on financially helping your adult children, including where to find the money and what might be the cost.  Read the Article: https://www.henssler.com/lending-money-when-your-adult-children-are-in-fina...

Henssler Money Talks – April 23, 2022 Season 36, Episode 17   This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate D.J. Barker, CWS®, and Client Relationship Manager Justin Wagner, AIF®, to cover the week’s market movements, housing news, and rise in interest rates. D.J. leads a discussion on financially helping your adult children, including...

Henssler Money Talks – April 16, 2022 Season 36, Episode 16    This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate Jarrett McKenzie, CFP®, CWS®, to cover the week’s market movements and inflation indicators the Producer Price and Consumer Price indices. During this holiday-abbreviated show, the experts tackle a listener’s question on the rece...

Original Air Date: April 9, 2022 Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Director of Insurance Planning Jim Crone, CLU®, CFS®, and Senior Associate Michael Griffin, CFP®, to cover a case study on a couple who needed to tap their long-term care policy. Jim discusses the process of applying for and receiving benefits.  Read the Article: https://www.henssler.com/paying-for-care-w...

Henssler Money Talks – April 9, 2022 Season 36, Episode 15   This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Director of Insurance Planning Jim Crone, CLU®, CFS®, and Senior Associate Michael Griffin, CFP®, to cover the week’s market movements, the ISM Nonmanufacturing Index and the minutes from the March FOMC meeting that indicated the Fed’s intent to redu...

Original Air Date: April 2, 2022 Chief Economic Adviser Roger Tutterow, Ph. D., joins Chief Investment Officer Troy Harmon, CFA, CVA, and fellow Research Analyst Nick Antonucci, CVA, CEPA to take a deeper look at the significance of this week’s brief inversion of the yield curve, how high inflation may get, interest rates, and the possibility of a recession.  Read the Article: https://www.henssler...

Henssler Money Talks – April 2, 2022 Season 36, Episode 14   This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Chief Economic Adviser Roger Tutterow, Ph. D., and fellow Research Analyst Nick Antonucci, CVA, CEPA to cover the week’s economic releases including the third and final reading of fourth-quarter 2021 gross domestic product and the Conference Board Co...

Our Three Cents — The Four C’s Season 2, Episode 4 The Our Three Cents hosts Troy, Nick, and K.C. of Henssler Financial discuss the four C’s of capital which are four different types of capital, that actually drive up the value of the business. Most owners forget that a strong bottom line is only a small part of the value of a business. Intangibles are the secret sauce of what makes a company spec...

Original Air Date: March 26, 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 look at a client situation where a couple were able to sell their home for an incredible profit; however, they’re looking to buy their new home with cash rather than a mortgage. We look at the advantages a...

Henssler Money Talks – March 26, 2022 Season 36, Episode 13    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 mortgage applications, new home sales, and durable goods. The financial experts look at a client situation where a couple were able to sell th...

Original Air Date: March 19, 2022 Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate Shawna L. Theriault, CFP®, CPA, CDFA®, and Associate Peter Lynch to cover the triple tax benefit investors can achieve using Health Savings Accounts (HSAs).  Read the Article: https://www.henssler.com/the-triple-tax-benefit-of-health-savings-accounts

Henssler Money Talks – March 19, 2022 Season 36, Episode 12   This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate Shawna L. Theriault, CFP®, CPA, CDFA®, and Associate Peter Lynch to talk about the Federal Reserve finally acting and raising interest rates, as well as February’s gain in the Producer Price Index. The financial Experts team up to...

Original Air Date: March 12, 2022 Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate K.C. Smith, CFP®, CEPA, and Financial Planner Zach Alexander, CRPC®, BFA™, to discuss why investors should know if they are receiving a fiduciary level of service when working with a financial adviser.  Read the Article: https://www.henssler.com/are-you-receiving-a-fiduciary-level-of-s...

Henssler Money Talks – March 12, 2022 Season 36, Episode 11    This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate K.C. Smith, CFP®, CEPA, and Financial Planner Zach Alexander, CRPC®, BFA™, to discuss inflation and February’s Consumer Price Index and oil inventories. In this week’s case study, K.C. and Zach discuss why investors should know i...

Original Air Date: March 5, 2022 Chief Investment Officer Troy Harmon, CFA, CVA, Senior Associate Michael Griffin, CFP®, and Senior Financial Planner Adam Stadalius, CFP®, team up to cover a case study on diversification of a portfolio versus chasing returns.  Read the Article: https://www.henssler.com/using-diversification-to-reduce-volatility-in-your-portfolio

Henssler Money Talks – March 5, 2022 Season 36, Episode 10   This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, Senior Associate Michael Griffin, CFP®, and Senior Financial Planner Adam Stadalius, CFP®, discuss the week’s developments in the Russia-Ukraine conflict. They cover the actions of the hacker group Anonymous and the Starlink Satellites Elon Musk sent Ukraine. In...

The Our Three Cents hosts interview Reece Sanford, CFA, a VP/SBA Relationship Manager at SouthState Bank. Reece discusses why SBA-backed loans are ideal for small businesses. Loans backed by the Small Business Administration generally have rates and fees that are comparable to non-guaranteed loans, and quite often have lower down payments, flexible overhead requirements, and no collateral needed f...

Original Air Date: February 26, 2022 Chief Investment Officer Troy Harmon, CFA, CVA, Managing Associate K.C. Smith, CFP®, CEPA, and Research Analyst Nick Antonucci, CVA, CEPA, address how some seniors may face Income-Related Monthly Adjustment Amounts to their Medicare Premiums and provide some perspective when dealing with the additional cost.  Read the Article: https://www.henssler.com/financial...

Henssler Money Talks – February 26, 2022 Season 36, Episode 9   This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, Managing Associate K.C. Smith, CFP®, CEPA, and Research Analyst Nick Antonucci, CVA, CEPA, address the Russia-Ukraine conflict and its effect on the markets. They also touch on the second reading of fourth quarter 2021 GDP. K.C. addresses how some seniors may...

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...