Henssler Money Talks

Original Air Date: April 24, 2021 In this week’s case study, Chief Investment Officer Troy Harmon, CFA, CVA, Justin Wagner, AIF® Head of Commercial Transformation and special guest Keith Palmer of Henssler Norton Insurance provide advice for households that have increased liability risk because of teenage drivers, social media, dogs, and pools. 

Original Air Date: April 17, 2021   Henssler Chief Investment Officer Troy Harmon, CFA, CVA, Managing Associate D.J. Barker, CWS®, and Associate Melanie Wells, CFP®, take a closer look at Social Security this week in our case study. Turns out most investors ages 55-65 have a lot of misconceptions about Social Security benefits, including when to begin taking them. 

Original Air Date: April 10, 2021   This week in the “Money Talks,” case study, Chief Investment Officer Troy Harmon, CFA, CVA, is joined Principal Jennifer Thomas, CFP®, and Tax Consultant Jessie Thomas, CPA, to provide insight on the current tax season and offers some tips for those who owe more than expected this year. 

The introduction to our newest podcast, “Our Three Cents – Exit Planning Strategies” where our Experts introduce themselves and their experience when it comes to business exit planning. The show is hosted by Troy Harmon, CFA, CVA, who is a former business owner and Certified Valuation Analyst. As Henssler Financial’s Chief Investment Officer, he spends a considerable amount of time considering the...

Original Air Date: March 27, 2021   The Experts team up to provide advice to an investor who is managing three separate 401(k) accounts at former employers. 

Original Air Date: March 20, 2021 The "Money Talks" Experts take a deep dive into the “new alternative” asset classes, discussing Special Purpose Acquisition Companies (SPAC), Non-Fungible Tokens (NFT) and cryptocurrencies. 

Original Air Date: March 13, 2021   Henssler Associate Peter Lynch provides advice a client’s desire to fund a Roth IRA for his young children. 

Original Air Date: March 13, 2021 Travis Suit, of Piper’s Angels Foundation and The Crossing for Cystic Fibrosis, discussing how the pandemic affected the foundations flagship fundraiser and their plans for paddle boarding across the Gulf Stream this June.

Original Air Date: March 6, 2021   Chief Investment Officer Troy Harmon, CFA, CVA, Principal Jennifer Thomas, CFP®, and Managing Associate Shawna Theriault, CPA, CFP®, CDFA®, team up to discuss how extra financial planning is needed if you intend to retire early—not because of a longer retirement period—but because of the significant health care costs between your early retirement age and when you...

Original Air Date: February 20, 2021   This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate K.C. Smith, CFP®, CEPA, and Client Relationship Manager - Retirement Services Justin Wagner, AIF®, take a look at a couple’s situation who have most of their retirement assets in their 401(k)s and are concerned about their risk exposure now that they ar...

Original Air Date: February 13, 2021 Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate Jarrett McKenzie, CFP®, CWS® and Associate Logan Daniel, CFP®, CRPC®, to take a closer look at what happened with GameStop’s meteoric rise and discuss why financial advisers won’t speculate with an investor’s retirement funds. 

Original Air Date: February 6, 2021 This week on “Money Talks,” Principal Jennifer J. Thomas, CFP®, and Associate Michael Griffin, CFP®, join Chief Investment Officer Troy Harmon, CFA, CVA, to discuss a listener’s decision to begin withdrawing the funds he’s saved and grown over the last 30 years. They cover which accounts to tap first, how to control his tax situation, and the importance of havin...

Original Air Date: January 30, 2021 2020 was a difficult year financially for many people. Hopefully 2021 will provide an opportunity to right the wrong financial moves made last year.

Original Air Date: January 23, 2021 The Henssler Financial Experts take a closer look at the situation of a client who let their long-term care policy lapse and cover the options the client has as well as ways to ensure this situation doesn’t happen to others.

Original Air Date: January 16, 2021 Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate Shawna Theriault, CPA, CFP®, CDFA®, and Associate Peter Lynch to explore the situation of a couple who are 10 years from retirement and are concerned about buying fixed income investments in a low interest rate environment.

Original Air Date: January 9, 2021   A closer look at the Consolidated Appropriations Act of 2021, which included $900 billion in additional COVID-19 stimulus.

Original Air Date: January 2, 2021 The Henssler Research Analysts discuss how the market ended 2020 and what they expect for 2021. They discuss sector performance, the difference between growth and value stocks, and inflation.

Original Air Date: October 14, 2019 The Center for Family Resources CEO Melanie Kagan and Director of Operations Lee Smith join “Money Talks” to share the organization’s mission and upcoming Thanks for Giving food drive. The Center for Family Resources (CFR) is a Cobb County-based nonprofit organization that works to stabilize and empower local families so they may become self-sufficient through f...

Original Air Date: June 3, 2019 Exclusive interview with Travis Suit, the founder of Piper’s Angels Foundation and Crossing For A Cure. Managing Associate D.J. Barker, CWS® is participating in the Crossing, an epic paddleboard challenge benefitting cystic fibrosis.

Original Air Date: April 29, 2019 Marcy Stidum, Director of CARE Services at Kennesaw State University. CARE Services offers support to students who have experienced homelessness, food insecurity and/or the foster care system.

Original Air Date: June 4, 2016 Over the years, we have talked in great length about laddering your fixed-income investments to meet your liquidity needs. This concept of laddering bonds is a byproduct of your financial plan. Once you get within 10 years of a known expenditure, you should not have those assets exposed to the equity markets in order to preserve the principal.

Original Air Date: August 23, 2014 Bil Lako, CFP®, explains why a 10-year holding period matters and how higher interest rates affect your bond holdings.

Original Air Date: September 21, 2013 The “Money Talks” hosts discuss retirement savings and how much you may need in the future.

 Original Air Date: February 26, 2012 Ken Harmon, D.B.A., Provost and Vice President for Academic Affairs at Kennesaw State University joins “Money Talks” to discuss President Obama’s “Blueprint for Keeping College Affordable and Within Reach for All Americans.” 

Original Air Date: August 20, 2011 Investors are concerned about slower economic growth and undesirably high unemployment combined with softer inflation through the second quarter. In uneasy economic times, investors are more interested in living off the interest and dividends from their investments without touching principal. Investors, desperate for income, often inadvertently take on more risk....