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Henssler Money Talks

Henssler Financial

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Henssler Money Talks is your trusted resource for your money, your future, your life. We discuss current market conditions and financial planning encompassing spending, saving, taxes, investments, insurance, retirement, estate plans, and more. We are here to answer your financial questions—email drgene@henssler.com or call 1-855-429-9166. Money Talks also airs Saturdays on 920 AM WGKA in Atlanta. Money Talks: Your trusted resource for your money, your future, your life.
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show series
 
Estate Planning Attorney Arun Gupta joins Chief Investment Officer Troy Harmon, CFA, CVA, and Research Analyst Nick Antonucci, CVA, CEPA, to highlight some of the most difficult assets to leave to heirs, and why it is best to manage expectations about inheritance, ensuring heirs have realistic expectations about what they may receive. Read the Arti…
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Henssler Money Talks – March 23, 2024 Season 38, Episode 12 This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Estate Planning Attorney Arun Gupta and Research Analyst Nick Antonucci, CVA, CEPA, to cover the University of Michigan Consumer Sentiment Survey, New Residential Construction, and the March Federal Op…
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Chief Investment Officer Troy Harmon, CFA, CVA, Managing Associate Jarrett McKenzie, CFP®, and Associate Adam Stadalius, CFP®, take a deeper dive into the SECURE Act 2.0 provision allowing for Roth IRA rollovers from a 529 Plan. Read the Article: https://www.henssler.com/navigating-new-rules-roth-ira-rollover-options-for-unused-529-plan-funds…
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Henssler Money Talks – March 16, 2024 Season 38, Episode 11 This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined Managing Associate Jarrett McKenzie, CFP®, and Associate Adam Stadalius, CFP®, to cover February’s employment situation, the Consumer and Producer Price indices, and retail sales. Jarrett takes a deeper d…
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Chief Investment Officer Troy Harmon, CFA, CVA, is joined Jim Crone, CFS®, CLU®, Director of Insurance Planning, and Associate Giuliana Barbagelata, CFP®, to discuss how life insurance can help wealthy families who may be susceptible to estate tax issues—especially if the expanded estate tax exemption limits expire and revert to 2017 levels. Read t…
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Henssler Money Talks – March 9, 2024 Season 38, Episode 10 This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Jim Crone, CFS®, CLU®, Director of Insurance Planning, and Associate Giuliana Barbagelata, CFP®, to discuss the ISM Manufacturing and Nonmanufacturing indices, Consumer Sentiment, and the week’s market …
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Chief Investment Officer Troy Harmon, CFA, CVA, and Associates Peter Lynch and Josh Weidie, CFP®, CWS®, advise a family about the missed opportunities when taking a payout from a 401(k) to pay off their child’s student loans. Read the Article: https://www.henssler.com/found-money-should-you-use-an-old-401k-to-pay-off-a-childs-student-loans…
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Henssler Money Talks – March 2, 2024 Season 38, Episode 9 This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined Associates Peter Lynch and Josh Weidie, CFP®, CWS®, to discuss the second reading of fourth-quarter 2023 GDP, the PCE Deflator and the February Conference Board Consumer Confidence reading. Josh and Peter a…
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Chief Economic Adviser Roger Tutterow, Ph.D., joins Chief Investment Officer Troy Harmon, CFA, CVA, and Managing Associate K. C. Smith, CFP®, CEPA, to cover the conflicting signals in the economy, with indicators like an inverted yield curve suggesting a recession while other factors point to growth. Read the Article: https://www.henssler.com/under…
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Henssler Money Talks – February 24, 2024 Season 38, Episode 8 This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Chief Economic Adviser Roger Tutterow, Ph.D., and Managing Associate K. C. Smith, CFP®, CEPA, to cover January’s Producer Price Index, the University of Michigan consumer Sentiment Survey, and the mi…
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Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Senior Associate Michael Griffin, CFP®, and Jessie Thomas, Tax Manager with CPA Henssler CPAs & Advisers, to recommend actions an investor and his son can do when filing the final tax return for his deceased wife. Read the Article: https://www.henssler.com/death-taxes-and-paperwork-filing…
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Henssler Money Talks – February 17, 2024 Season 38, Episode 7 This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Senior Associate Michael Griffin, CFP®, and Jessie Thomas, Tax Manager with CPA Henssler CPAs & Advisers, to cover January’s Consumer Price Index, Retail Sales, and the slight uptick in jobless claim…
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Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Justin Wagner, AIF®, Client Relationship - Retirement Services, and Associate Giuliana Barbagelata, CFP®, to provide advice for a couple who treat their 401(k)s quite differently—she actively trades her investments while he hasn’t even looked at his in three years! Read the Article: https…
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Henssler Money Talks – February 10, 2024 Season 38, Episode 6 This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Justin Wagner, AIF®, Client Relationship - Retirement Services, and Associate Giuliana Barbagelata, CFP®, to cover January’s employment situation, the University of Michigan Consumer Sentiment Survey…
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Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate Jarrett McKenzie, CFP®, CWS®, and Associate Josh Weidie, CFP®, CWS®, provide some tips for investors who are fretting how the November election will affect their portfolio. Read the Article: https://www.henssler.com/steps-to-ensure-your-portfolios-stability-amid-uncerta…
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Henssler Money Talks – February 3, 2024 Season 38, Episode 5 This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate Jarrett McKenzie, CFP®, CWS®, and Associate Josh Weidie, CFP®, CWS®, to cover Consumer Confidence, the Fed’s first monetary policy meeting of the year, and jobless claims. Jarrett a…
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Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Erik Kramschuster, CPA/PFS, a Tax Senior Manager with Henssler CPAs & Advisers, and Associate Clay Norman, CFP®, to provide some tax tips for self-employed individuals, touching on self-employment tax and the available deductions those who work for themselves can take. Read the Article: h…
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Henssler Money Talks – January 27, 2024 Season 38, Episode 4 This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Erik Kramschuster, CPA/PFS, a Tax Senior Manager with Henssler CPAs & Advisers, and Associate Clay Norman, CFP®, to cover the University of Michigan Consumer Sentiment Survey, the Leading Economic Ind…
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Managing Associate K.C. Smith, CFP®, CEPA, and Associate Adam Stadalius, CFP®, and Chief Investment Officer Troy Harmon, CFA, CVA, provide insight for a widow whose late husband took out a reverse mortgage on their home nearly 15 years ago. They discuss what a reverse mortgage is and what it means for her assets and estate going forward. Read the A…
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Henssler Money Talks – January 20, 2024 Season 38, Episode 3 This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate K.C. Smith, CFP®, CEPA, and Associate Adam Stadalius, CFP® to cover the week’s market action, the Producer Price Index, Retail Sales, and Industrial Production. Planners K.C. and Ad…
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Research Analyst Nick Antonucci, CVA, CEPA, joins Senior Associate Michael Griffin, CFP®, and Associate Peter Lynch to provide advice for a couple who have different opinions on paying off their mortgage before retirement. They weigh the options between carrying mortgage debt and cash flow once the couple stops working. Read the Article: https://ww…
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Henssler Money Talks – January 13, 2024 Season 38, Episode 2 This week on “Money Talks,” Research Analyst Nick Antonucci, CVA, CEPA, joins Senior Associate Michael Griffin, CFP®, and Associate Peter Lynch to cover December’s employment numbers, the ISM Services Index and December’s Consumer Price Index reading. The hosts also discuss the initial tr…
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Chief Investment Officer Troy Harmon, CFA, CVA, Managing Associate D.J. Barker, CWS®, and Associate Josh Weidie, CFP®, CWS®, provide advice for a couple of investors who have decided on a divorce and are in the process of unwinding 20 years of combined finances and assets. Read the Article: https://www.henssler.com/new-year-new-finances-navigating-…
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Henssler Money Talks – January 6, 2024 Season 38, Episode 1 This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate D.J. Barker, CWS®, and Associate Josh Weidie, CFP®, CWS®, to cover the week’s market performance, the ISM Manufacturing Index, and the minutes from the December Federal Reserve Open …
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Henssler Money Talks – December 30, 2023 Season 37, Episode 52 This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by fellow Research Analysts Nick Antonucci, CVA, CEPA, and Jacob Keen, CFA, to discuss the market’s performance during 2023 and look ahead to what trends we may see in 2024. The Analysts also take a cl…
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This week on Money Talks, we are taking a look back at our best case studies and conversations from the last few weeks, while we celebrate the holiday. We wish a very Merry Christmas to all those who celebrate. Join us for the best of “Money Talks” your trusted resource for your money, your future, your life.…
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Managing Associate Jarrett McKenzie, CFP®, CWS®, and Associate Clay Norman, CFP®, join Chief Investment Officer Troy Harmon, CFA, CVA, to provide advice for an investor who is entering the “sweet spot” of retirement when one’s income taxes may be at their lowest level before they take required minimum distributions. Read the Article: https://www.he…
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Henssler Money Talks – December 16, 2023 Season 37, Episode 50 This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate Jarrett McKenzie, CFP®, CWS®, and Associate Clay Norman, CFP® to cover the Producer Price and Consumer Price indices, the November Employment Situation, and consumer sentiment. Ja…
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Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Senior Associates Michael Griffin, CFP®, and Logan Daniel, CFP®, CRPC® to provide advice for a couple who are forced to tackle their year-end financial planning on their own—without an adviser to help. The experts highlight the main things that have a hard Dec. 31 deadline. Read the Artic…
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Henssler Money Talks – December 9, 2023 Season 37, Episode 49 This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Senior Associates Michael Griffin, CFP®, and Logan Daniel, CFP®, CRPC® to cover the week’s market action, the ISM Manufacturing and Services indices, and jobless claims. Michael and Logan provide adv…
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Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate D.J. Barker, CWS®, and Associate Giuliana Barbagelata, CFP® to provide advice for a couple of investors who are fortunate enough to not need all their required minimum distributions from their retirement accounts for living expenses. D.J. and Giuliana explain how they c…
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Henssler Money Talks – December 2, 2023 Season 37, Episode 48 This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate D.J. Barker, CWS®, and Associate Giuliana Barbagelata, CFP® to cover the week’s market action, New Home Sales, the second reading of third-quarter GDP, and the Conference Board’s C…
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This week on Money Talks, we’ll be out of the studio celebrating Thanksgiving and probably even grabbing some of those black Friday sales. We’ll be taking a look back at some of our best case studies and questions. Don’t forget, we’re here to answer your financial questions. Email us at DrGene@henssler.com…
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Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate Melanie Wells, CFP®, and Associate Peter Lynch explore the situation of a wealthy investor who wants to leave his massive estate to his five grandchildren. With the grandchildren ranging in ages from 3 to 20, the experts consider his option of using a trust to shelter t…
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Henssler Money Talks – November 18, 2023 Season 37, Episode 46 This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate Melanie Wells, CFP®, and Associate Peter Lynch to cover the week’s economic news, including the Consumer Price and Producer Price indices, Retail Sales, and the University of Mich…
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Research Analysts, Nick Antonucci, CVA, CEPA, and Jacob Keen, CFA, are joined by Associate Josh Weidie, CFP®, CWS®, to discuss bond interest rates, explaining the difference between coupon rate and yield to maturity. They also analyze how these two rates work with your bond holdings according to the Henssler Ten Year Rule. Read the Article: https:/…
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Henssler Money Talks – November 11, 2023 Season 37, Episode 45 This week on “Money Talks,” Research Analysts, Nick Antonucci, CVA, CEPA, and Jacob Keen, CFA, are joined by Associate Josh Weidie, CFP®, CWS®, to discuss October’s Employment Situation, current market conditions, and earnings. The financial experts explore bond interest rates, explaini…
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John Dickson, CPA, CVA, CFP®, Tax Partner with Henssler CPAs & Advisers joins Chief Investment Officer Troy Harmon, CFA, CVA, and Senior Associate Logan Daniel, CFP®, CRPC®, to discuss Georgia tax credits that allow taxpayers to direct their tax money to causes they care about. Read the Article: https://www.henssler.com/the-power-of-georgias-unique…
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Henssler Money Talks – November 4, 2023 Season 37, Episode 44 This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Senior Associate Logan Daniel, CFP®, CRPC®, and John Dickson, CPA, CVA, CFP®, Tax Partner with Henssler CPAs & Advisers. The hosts discuss the week’s market movements, the Personal Income and Consume…
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Chief Investment Officer Troy Harmon, CFA, CVA, Senior Associate Michael Griffin, CFP®, and Associate Giuliana Barbagelata, CFP® work together to provide advice to an investor who is facing reinstated student loan payments; however, her life has significantly changed in the past three years, making her wonder if she has better options for paying do…
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Henssler Money Talks – October 28, 2023 Season 37, Episode 43 This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Senior Associate Michael Griffin, CFP®, and Associate Giuliana Barbagelata, CFP® to cover the sharp increase in third quarter GDP and the 19-month high in new home sales. Giuliana and Michael work to…
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Chief Investment Officer Troy Harmon, CFA, CVA, is joined by fellow Research Analyst Jacob Keen, CFA, and Henssler’s Chief Economic Adviser Roger Tutterow, Ph.D., for an economic discussion on what the leading economic indicators are forecasting in terms of an impending recession. Read the Article: https://www.henssler.com/economic-signals-understa…
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Henssler Money Talks – October 21, 2023 Season 37, Episode 42 This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by fellow Research Analyst Jacob Keen, CFA, and Henssler’s Chief Economic Adviser Roger Tutterow, Ph.D., to cover the week’s market action, the University of Michigan’s Consumer Sentiment Survey, Retail…
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Research Analyst Nick Antonucci, CVA, CEPA, is joined by Managing Associate Jarrett McKenzie, CFP®, CWS®, and Associate Peter Lynch to advise investors on diversifying the tax status of their retirement funds. They look at a couple of investors who many have less than they think in their retirement accounts because they contain all pre-tax funds. R…
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Henssler Money Talks – October 14, 2023 Season 37, Episode 41 This week on “Money Talks,” Research Analyst Nick Antonucci, CVA, CEPA, is joined by Managing Associate Jarrett McKenzie, CFP®, CWS®, and Associate Peter Lynch to cover the week’s market action, economic outlook, and inflation indicators, the Producer Price and Consumer Price indices. Ja…
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Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate Jarrett McKenzie, CFP®, CWS®, and Associate Josh Weidie, CFP®, CWS®, to provide advice to investors who are dealing with multiple inherited IRA required minimum distributions, which are governed by different tax rules. Read the Article: https://www.henssler.com/the-new-…
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Henssler Money Talks – October 7, 2023 Season 37, Episode 40 This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate Jarrett McKenzie, CFP®, CWS®, and Associate Josh Weidie, CFP®, CWS®, to cover the week’s market action and the inching up of interest rates. Josh and Jarrett provide some advice to …
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Chief Investment Officer Troy Harmon, CFA, CVA, Managing Associate Melanie Wells, CFP®, and Associate Clay Norman, CFP®, explain that insurance is the foundation of a solid financial strategy, providing protection and peace of mind in the face of unexpected events that could otherwise undermine one's financial stability. Read the Article: https://w…
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Henssler Money Talks – September 30, 2023 Season 37, Episode 39 This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate Melanie Wells, CFP®, and Associate Clay Norman, CFP®, to discuss New Home Sales, the Conference Board Consumer Confidence reading and the final estimate for second-quarter GDP. M…
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Benefits and Liabilities: Corporate Owned Life Insurance Season 3, Episode 4 Troy Harmon, CFA, CVA, Nick Antonucci, CVA, CEPA, and K.C. Smith, CFP®, CEPA of Henssler Financial talk with Jim Crone, CLU®, CFS®, our Director of Insurance Planning, about rewarding key employees with supplemental executive retirement plans and funding this liability wit…
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