Parhaat Henssler Podcastit (2024)

1
Case Study: Sequence Risk 18:50

22h ago18:50

18:50

Text us your financial questions! Original Air Date: December 7, 2024 Director of Research Nick Antonucci, CVA, CEPA, is joined by Managing Associates Jarrett McKenzie, CFP®, CWS®, and K.C. Smith, CFP®, CEPA, explore sequence risk and the long-term effects of retiring in a down market. Jarrett and K.C. unpacked how the Henssler Ten Year Rule nearly…

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Henssler Money Talks — December 7, 2024 46:47

4d ago46:47

46:47

Text us your financial questions! Henssler Money Talks — December 7, 2024 Season 38, Episode 49 This week on "Money Talks," Director of Research Nick Antonucci, CVA, CEPA, is joined by Managing Associates Jarrett McKenzie, CFP®, CWS®, and K.C. Smith, CFP®, CEPA, to discuss the breadth of market performance and the ISM Manufacturing and Nonmanufactu…

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Henssler Money Talks - November 30, 2024 (Repeat) 44:59

11d ago44:59

44:59

Text us your financial questions! This week on Money Talks, we’ll be out of the studio celebrating Thanksgiving and probably grabbing some of those black Friday sales. We’ll be taking a look back at some of our best case studies from the past few months, including some of the changes coming to retirement accounts in 2025 as part of the phased-in pr…

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Case Study: The Advantages in Gifting 14:17

15d ago14:17

14:17

Text us your financial questions! Original Air Date: November 23, 2024 Director of Research Nick Antonucci, CVA, CEPA, is joined by Managing Associate Jarrett McKenzie, CFP®, CWS®, and Associate Clay Norman, CFP®, to advise a couple interested in gifting money to their family members, offering efficient and beneficial ways to share their wealth. Re…

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Henssler Money Talks — November 23, 2024 45:35

18d ago45:35

45:35

Text us your financial questions! Henssler Money Talks — November 23, 2024 Season 38, Episode 47 This week on "Money Talks," Director of Research Nick Antonucci, CVA, CEPA, is joined by Managing Associate Jarrett McKenzie, CFP®, CWS®, and Associate Clay Norman, CFP®, to discuss the market performance and if the current trajectory is sustainable. Th…

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Case Study: Failing at Income Planning 13:49

22d ago13:49

13:49

Text us your financial questions! Original Air Date: November 16, 2024 Director of Research Nick Antonucci, CVA, CEPA, is joined by Managing Associate K.C. Smith, CFP®, CEPA, and Senior Associate Logan Daniel, CFP®, CRPC®, to discuss investors’ fears when it comes to income planning during retirement. They explain how Henssler Financial determines …

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Henssler Money Talks — November 16, 2024 45:24

25d ago45:24

45:24

Text us your financial questions! Henssler Money Talks — November 16, 2024 Season 38, Episode 46 This week on "Money Talks," Director of Research Nick Antonucci, CVA, CEPA, is joined by Managing Associate K.C. Smith, CFP®, CEPA, and Senior Associate Logan Daniel, CFP®, CRPC®, to cover the market’s response to more election clarity as well as Octobe…

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Case Study: Year-end Financial Moves 16:13

29d ago16:13

16:13

Text us your financial questions! Original Air Date: November 9, 2024 Senior Associate Michael Griffin, CFP®, Associate Josh Weidie, CFP®, CWS®, and Tax Manager Matthew Reed, CPA/ABV, join forces to discuss key financial and tax year-end moves that investors should consider to finish 2024 on the right foot. Read the Article: https://www.henssler.co…

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Henssler Money Talks — November 9, 2024 45:51

1M ago45:51

45:51

Text us your financial questions! Henssler Money Talks — November 9, 2024 Season 38, Episode 45 This week on "Money Talks," Senior Associate Michael Griffin, CFP®, is joined by Associate Josh Weidie, CFP®, CWS®, and Tax Manager Matthew Reed, CPA/ABV to cover the market’s reaction to the election and what volatility we may experience through the end…

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Case Study: What to Know as an Executor of an Estate 14:56

1M ago14:56

14:56

Text us your financial questions! Original Air Date: November 2, 2024 Director of Research, Nick Antonucci, CVA, CEPA, is joined by Managing Associate Melanie Wells, CFP®, and Arun Gupta, Esq., estate planning attorney with Reeves Law P.C. to broke down a situation where a son has been named the executor of his mother’s estate. Arun explores the or…

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Henssler Money Talks — November 2, 2024 46:04

1M ago46:04

46:04

Text us your financial questions! Henssler Money Talks — November 2, 2024 Season 38, Episode 44 This week on "Money Talks," Director of Research, Nick Antonucci, CVA, CEPA, is joined by Managing Associate Melanie Wells, CFP®, and Arun Gupta, Esq., estate planning attorney with Reeves Law P.C. The radio hosts recapped the highs and lows in this week…

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Case Study: Creating a Legacy of Philanthropy 11:03

1M ago11:03

11:03

Text us your financial questions! Director of Investments Jacob Keen, CFA, is joined by Senior Associate Michael Griffin, CFP ®, and Associate Peter Lynch, to advise a couple who want to create a legacy of philanthropy with their assets. They discuss donor-advised funds, family foundations, and giving with life insurance. Read the Article: https://…

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Henssler Money Talks - October 26, 2024 45:56

2M ago45:56

45:56

Text us your financial questions! Henssler Money Talks — October 26, 2024 Season 38, Episode 43 Timestamps and Chapters 00:00: Market Roundup: Oct. 21 – Oct. 25, 2024 24:21: Case Study: Creating a Legacy of Philanthropy 34:48: Q&A Time: Georgia’s Tax Rebate and Diversifying with International Stocks Follow Henssler: Facebook: https://www.facebook.c…

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Case Study: Test Driving a Retirement Plan 12:33

2M ago12:33

12:33

Text us your financial questions! Managing Associate Jarrett McKenzie, CFP®, CWS®, and Senior Financial Planner Molly Remeika, CFP®, are joined by Director of Investments Jacob Keen, CFA, to break down when investors should consider engaging with a financial adviser and how they can “test drive” their retirement plan. Read the Article: https://www.…

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Henssler Money Talks - October 19, 2024 45:27

2M ago45:27

45:27

Text us your financial questions! Henssler Money Talks — October 19, 2024 Season 38, Episode 42 This week on "Money Talks," Director of Investments Jacob Keen, CFA, is joined by Managing Associate Jarrett McKenzie, CFP®, CWS®, and Senior Financial Planner Molly Remeika, CFP®, to cover the week’s market news, including the Producer Price Index and C…

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Case Study: Changes coming to IRAs and 401(k)s in 2025 18:20

2M ago18:20

18:20

Text us your financial questions! 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 ag…

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Henssler Money Talks - October 12, 2024 45:10

2M ago45:10

45:10

Text us your financial questions! 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 I…

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Case Study: IRA Missteps to Avoid 11:15

2M ago11:15

11:15

Text us your financial questions! 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…

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Henssler Money Talks - October 5, 2024 44:47

2M ago44:47

44:47

Text us your financial questions! 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 …

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Case Study: Planning for Changes on the Horizon 11:51

2M ago11:51

11:51

Text us your financial questions! 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 A…

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Henssler Money Talks — September 28, 2024 46:44

2M ago46:44

46:44

Text us your financial questions! 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 Consume…

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Case Study: Preparing Your Spouse Financially for your Death 13:40

3M ago13:40

13:40

Text us your financial questions! 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 m…

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Henssler Money Talks — September 21, 2024 45:43

3M ago45:43

45:43

Text us your financial questions! 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 h…

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Case Study: Investors Who Want to Stay in Cash 11:46

3M ago11:46

11:46

Text us your financial questions! Henssler Money Talks — September 14, 2024 Case Study Season 38, Episode 37 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 o…

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Henssler Money Talks — September 14, 2024 44:45

3M ago44:45

44:45

Text us your financial questions! 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 a…

1
Case Study: Sell Strategies 17:56

3M ago17:56

17:56

Text us your financial questions! 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…

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Henssler Money Talks — September 7, 2024 45:12

3M ago45:12

45:12

Text us your financial questions! 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…

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Henssler Money Talks - August 31, 2024 (Repeat) 45:12

3M ago45:12

45:12

Text us your financial questions! 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.…

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Case Study: Common Sense Financial Lessons 20:05

4M ago20:05

20:05

Text us your financial questions! 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 …

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Henssler Money Talks — August 24, 2024 45:48

4M ago45:48

45:48

Text us your financial questions! 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…

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Case Study: Hazards on the Road to Retirement 12:22

4M ago12:22

12:22

Text us your financial questions! 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 ou…

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Henssler Money Talks — August 17, 2024 44:37

4M ago44:37

44:37

Text us your financial questions! 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…

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Henssler Money Talks - August 10, 2024 (Repeat) 45:28

4M ago45:28

45:28

Text us your financial questions! 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.comor call our question hotline at 1…

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Case Study: When RMDs are Not Needed for Living Expenses 12:57

4M ago12:57

12:57

Text us your financial questions! 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 convers…

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Henssler Money Talks - August 3, 2024 45:26

4M ago45:26

45:26

Text us your financial questions! 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 th…

1
Case Study: Real Estate as an Investment 12:53

4M ago12:53

12:53

Text us your financial questions! 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-benef…

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Henssler Money Talks - July 27, 2024 45:52

5M ago45:52

45:52

Text us your financial questions! 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.…

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Investment Whys: The Economics Behind Refinancing Your Mortgage 11:35

5M ago11:35

11:35

Text us your financial questions! The Economics Behind Refinancing Your MortgageKirjoittanut experts@henssler.com

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Case Study: Holding Illiquid Assets 12:03

5M ago12:03

12:03

Text us your financial questions! 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 di…

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Henssler Money Talks — July 20, 2024 45:45

5M ago45:45

45:45

Text us your financial questions! 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 I…

1
Case Study: Net Unrealized Appreciation 12:00

5M ago12:00

12:00

Text us your financial questions! Research Analyst Nick Antonucci, CVA, CEPA, Managing Associate K.C. Smith, CFP®, CEPA, and Associate Josh Weidie, CFP®, CWS®, discuss an investor who has a significant retirement balance in his company’s stock. They cover when the net unrealized appreciation strategy may be useful. Read the Article: https://www.hen…

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Henssler Money Talks - July 13, 2024 44:30

5M ago44:30

44:30

Text us your financial questions! Henssler Money Talks — July 13, 2024 Season 38, Episode 28 This week on "Money Talks," Research Analyst Nick Antonucci, CVA, CEPA, is joined by Managing Associate K.C. Smith, CFP®, CEPA, and Associate Josh Weidie, CFP®, CWS®, to provide insights on the market and discuss June’s employment numbers and June’s Consume…

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Henssler Money Talks — July 6, 2024 - Repeat 44:58

5M ago44:58

44:58

Text us your financial questions! Henssler Money Talks — July 6, 2024 - Repeat Season 38, Episode 27 This week on "Money Talks," we’ll taking some time off for a long Independence Day weekend. However, you can still tune in to hear a compilation of our best conversations from the past few months. As always, we’re here to answer your financial quest…

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Case Study: Managing a Minor’s Money 18:15

5M ago18:15

18:15

Text us your financial questions! This week on “Money Talks,” Managing Associate Melanie Wells, CFP®, and Associate Giuliana Barbagelata, CFP®, address managing a minor’s money. They discuss custodial accounts, Roth IRAs, and 529 Plans. Read the Article: https://www.henssler.com/smart-financial-moves-managing-childrens-earnings-and-inheritance…

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Henssler Money Talks - June 29, 2024 44:43

6M ago44:43

44:43

Text us your financial questions! Henssler Money Talks — June 29, 2024 Season 38, Episode 26 This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate Melanie Wells, CFP®, and Associate Giuliana Barbagelata, CFP® to cover market news including The Conference Board Consumer Confidence reading, the th…

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Case Study: Withdrawing from a Roth IRA 10:11

6M ago10:11

10:11

Text us your financial questions! Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Senior Associate Michael Griffin, CFP®, and Senior Financial Planner Jacob Pritchard, CFP® provide advice to an investor who is anxious to save for retirement with a Roth IRA, but also needs to reestablish her financial situation after a divorce. The host…

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Henssler Money Talks - June 22, 2024 43:43

6M ago43:43

43:43

Text us your financial questions! Henssler Money Talks — June 22, 2024 Season 38, Episode 25 This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Senior Associate Michael Griffin, CFP®, and Senior Financial Planner Jacob Pritchard, CFP® to cover the week’s market action and University of Michigan Consumer Sentime…

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Case Study: Chasing Market Returns 18:37

6M ago18:37

18:37

Text us your financial questions! Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate D.J. Barker, CWS®, and Associate Clay Norman, CFP® to discuss an investor who keeps trying different investment strategies chasing returns but is disappointed that he’s not “beating the market.” They explain how Henssler Financial deter…

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Henssler Money Talks - June 15, 2024 46:30

6M ago46:30

46:30

Text us your financial questions! Henssler Money Talks — June 15, 2024 Season 38, Episode 24 This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate D.J. Barker, CWS®, and Associate Clay Norman, CFP® to cover the week’s market-moving economic releases, including the Consumer Price and Producer Pri…

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Case Study: Tax Benefits for Parents of Disabled Children 11:33

6M ago11:33

11:33

Text us your financial questions! Chief Investment Officer Troy Harmon, CFA, CVA, along with Senior Associate Logan Daniel, CFP®, CRPC®, and Tax Manager Jessie Thomas, CPA, from Henssler CPAs & Advisers, offer valuable tax advice for a couple with a disabled child. They share insights on what may qualify as a medical expense deduction. Read the Art…

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