Henssler Money Talks

Original Air Date: October 12, 2024  Director of Research, Nick Antonucci, CVA, CEPA, is joined by Managing Associates K.C. Smith, CFP®, CEPA, and D.J. Barker, CWS® to break down some of the changes coming to retirement accounts in 2025 as part of the phased-in provisions from the Secure 2.0 Act, including souped-up catch-up contributions for those ages 60 to 63, automatic 401(k) enrollment, and t...

Henssler Money Talks — October 12, 2024 Season 38, Episode 41  This week on "Money Talks," Director of Research, Nick Antonucci, CVA, CEPA, is joined by Managing Associates K.C. Smith, CFP®, CEPA, and D.J. Barker, CWS® to discuss September’s employment situation, International Trade, and September’s Consumer Price Index. The financial experts break down some of the changes coming to reti...

Original Air Date: October 5, 2024 Director of Research, Nick Antonucci, CVA, CEPA, is joined by Managing Associate K.C. Smith, CFP®, CEPA, and Associate Giuliana Barbagelata, CFP® to advise an investor who recently split from her partner and knows nothing about her IRA—how much she’s contributed, what she’s invested in, and what she can do with the account. https://www.henssler.com/avoiding-costl...

Henssler Money Talks — October 5, 2024 Season 38, Episode 40  This week on "Money Talks," Director of Research, Nick Antonucci, CVA, CEPA, is joined by Managing Associate K.C. Smith, CFP®, CEPA, and Associate Giuliana Barbagelata, CFP® to cover the week’s economic news including the latest report on Personal Income and how the uncertainty around the tensions in the Middle East are weighi...

Original Air Date: September 28, 2024  Director of Investments Jacob Keen, CFA, is joined by Managing Associate Melanie Wells, CFP®, and Tax Manager Jessie Thomas, CPA, to explore the planning opportunities that may be on the horizon with the sunsetting provisions from the Tax Cuts and Jobs Act, a new presidential administration and Congress.  Read the Article: https://www.henssler.com/estate-and-...

Henssler Money Talks — September 28, 2024 Season 38, Episode 39  This week on "Money Talks," Director of Investments Jacob Keen, CFA, is joined by Managing Associate Melanie Wells, CFP®, and Tax Manager Jessie Thomas, CPA, to discuss the week’s economic news, including housing data and the Conference Board’s Consumer Confidence Survey. Melanie and Jessie explore the planning opportunitie...

Original Air Date: September 21, 2024 Research Analyst Nick Antonucci, CVA, CEPA is joined by Managing Associate D.J. Barker, CWS®, and Associate Josh Weidie, CFP®, CWS® provide advice for a couple preparing for one spouse to die. They cover the importance of using a records organizer, titling accounts, Powers of Attorney, and including the spouse in meetings with their trusted advisers.  Read the...

Henssler Money Talks — September 21, 2024 Season 38, Episode 38  This week on "Money Talks," Research Analyst Nick Antonucci, CVA, CEPA is joined by Managing Associate D.J. Barker, CWS®, and Associate Josh Weidie, CFP®, CWS® focusing on the Federal Reserve’s aggressive start to easing monetary policy. They discuss how the move will affect treasury bonds, mortgage rates and consumers. D.J...

Original Air Date: September 14, 2024   Research Analyst Jacob Keen, CFA, is joined by Managing Associate Jarrett McKenzie, CFP®, CWS®, and Senior Financial Planner Jacob Pritchard, CFP®, in a discussion about investors who have nearly 70% of their portfolio in money markets and other cash equivalents. They discuss locking in returns with bonds and how we would apply the Ten Year Rule to their sit...

Henssler Money Talks — September 14, 2024 Season 38, Episode 37   This week on "Money Talks," Research Analyst Jacob Keen, CFA, is joined by Managing Associate Jarrett McKenzie, CFP®, CWS®, and Senior Financial Planner Jacob Pritchard, CFP®, to cover the August Jobs Report, and inflation measures the Consumer Price and Producer Price indices. Jarrett leads a discussion on investors who h...

Original Air Date: September 10, 2024 Research Analyst Nick Antonucci, CVA, CEPA, Managing Associate K.C. Smith, CFP®, CEPA, and Senior Financial Planner Molly Remeika, CFP®, discuss making smart decisions about what, when, and how much to sell from your portfolio, including key strategies for maximizing income, managing risk, and avoiding tax pitfalls. Read the Article: https://www.henssler.com/b...

Henssler Money Talks — September 7, 2024 Season 38, Episode 36  This week on "Money Talks," Research Analyst Nick Antonucci, CVA, CEPA is joined by Managing Associate K.C. Smith, CFP®, CEPA, and Senior Financial Planner Molly Remeika, CFP®, to discuss the weekly action in the market, the PCE Deflator, interest rates and the University of Michigan Consumer Sentiment Survey. The financial...

This week on Money Talks, the hosts are out of the studio enjoying Labor Day Weekend.  On the Aug. 31, 2024 broadcast, we’ll be taking a look back at some of our best case studies from the past few weeks, including discussions on illiquid assets, net unrealized appreciation, and diversity in your 401(k) investments.

Research Analyst Jacob Keen, CFA, is joined by Managing Associate D.J. Barker, CWS®, and Senior Financial Planner Billy Collins, EA, to explain some common-sense financial lessons, simple principles that every investor should know but often overlook, especially during times of market volatility or excitement.  Read the Article: https://www.henssler.com/financial-fundamentals-understanding-inflatio...

Henssler Money Talks — August 24, 2024 Season 38, Episode 34 This week on "Money Talks," Research Analyst Jacob Keen, CFA, is joined by Managing Associate D.J. Barker, CWS®, and Senior Financial Planner Billy Collins, EA, to discuss the market’s moves, the minutes from the July Federal Open Market Committee meeting, and consumer sentiment. The financial experts team up to explain some co...

On the road to retirement, people often make several common mistakes that can hinder their financial security and overall retirement experience. Research Analyst Jacob Keen, CFA, Senior Associate Michael Griffin, CFP®, and Associate Peter Lynch delve into some of the potential hazards investors may want to watch out for.  Read the Article: https://www.henssler.com/retirement-success-it-takes-more-...

Henssler Money Talks — August 17, 2024 Season 38, Episode 33 This week on "Money Talks," Research Analyst Jacob Keen, CFA, is joined by Senior Associate Michael Griffin, CFP®, and Associate Peter Lynch to discuss the market’s rebound from last week’s volatility. They touch on inflation indicators the Producer Price and Consumer Price indices and unemployment. Michael and Peter delve into...

Henssler Money Talks Season 38, Episode 32 This week on Money Talks, we’ll be out of the studio, but we’ll be taking a look back at some of our best listener questions from the past few months.   As always, we’re here to answer your financial questions. Email us at DrGene@henssler.com or call our question hotline at 1-855-429-9166.  

Research Analyst Nick Antonucci, CVA, CEPA is joined by Senior Associate Michael Griffin, CFP®, and Associate Clay Norman, CFP®, to provide some recommendations for a couple who don’t need the funds from their required minimum distributions to pay living expenses. They discuss charitable contributions, Roth conversions, and reinvestment options.  Read the Article: https://www.henssler.com/maximizi...

Henssler Money Talks — August 3, 2024 Season 38, Episode 31  This week on "Money Talks," Research Analyst Nick Antonucci, CVA, CEPA is joined by Senior Associate Michael Griffin, CFP®, and Associate Clay Norman, CFP®, to analyze the week's stock market trends, discuss the Fed’s monetary policy meeting, and review the University of Michigan’s Consumer Sentiment Survey and the Confere...

 Research Analyst Jacob Keen, CFA, Managing Associate Jarrett McKenzie, CFP®, CWS®, and Associate Peter Lynch discuss a couple who want to increase their investment in Real Estate in retirement, as they see their rental units providing a positive cash flow.  Read the Article: https://www.henssler.com/navigating-benefits-and-risks-of-real-estate-in-retirement-planning  

Henssler Money Talks — July 27, 2024 Season 38, Episode 30 This week on "Money Talks," Research Analyst Jacob Keen, CFA, Managing Associate Jarrett McKenzie, CFP®, CWS®, and Associate Peter Lynch discuss The Bureau of Economic Analysis’ preliminary estimate of second quarter GDP and the consumers’ trend in savings. They also discuss signs that indicate when the Fed will cut interest rate...

The Economics Behind Refinancing Your Mortgage

July 20, 2024 Henssler Money Talks Episode: Managing Associate D.J. Barker, CWS®, and Senior Associate Logan Daniel, CFP®, CRPC®, are joined by Research Analyst Nick Antonucci, CVA, CEPA, to explore a situation of an investor whose wealth is tied up in illiquid assets like real estate, fine art, or jewelry. They discuss how these assets may be hard to sell quickly if funds are needed and how to di...

Henssler Money Talks — July 20, 2024 Season 38, Episode 29 This week on "Money Talks," Research Analyst Nick Antonucci, CVA, CEPA, is joined by Managing Associate D.J. Barker, CWS®, and Senior Associate Logan Daniel, CFP®, CRPC® to cover Tech’s mid-week tumble and economic releases including June’s Producer Price Index, Retail Sales and the Fed’s Beige Books. D.J. and Logan discuss an in...