Money Talks Radio Show - Atlanta, GA

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Money Talks is Atlanta's longest running and most respected money show on radio. Airing Saturdays on 920 AM WGKA, you can now listen to last week's show commercial-free.

experts@henssler.com (Henssler Financial)


    • Jul 2, 2022 LATEST EPISODE
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    Latest episodes from Money Talks Radio Show - Atlanta, GA

    Henssler Money Talks – July 2, 2022

    Play Episode Listen Later Jul 2, 2022 45:19

    Henssler Money Talks – July 2, 2022Season 36, Episode 27This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Research Analysts Nick Antonucci, CVA, CEPA, and Jacob Keen, CFA, to discuss the market's slight gains, and the two readings on consumer sentiment from the University of Michigan and the Conference Board. They also cover the third and final reading of First Quarter 2022 gross domestic product. The Research Analysts discuss portfolio allocation for your 401(k), covering the types of funds plans are likely to include and how selecting your own asset mix may be better than accepting a default target-date fund. The market experts round out the show answering listeners' questions on I Bonds and Technology company MicroStrategy's acquisition of Bitcoin for its balance sheet. Timestamps and Chapters00:00     Market Roundup: Covering June 27 – July 1, 202223:22     Case Study: 401(k) Allocations34:33     Q&A Time: I Bonds and MicroStrategy Inc.  Follow Henssler: Facebook: http://bit.ly/HensslerFacebook  Twitter: http://bit.ly/HensslerTwitter  LinkedIn: http://bit.ly/HensslerLinkedIn  Instagram: https://www.instagram.com/hensslerfinancial/YouTube: http://bit.ly/HensslerYouTube   “Money Talks” is brought to you by Henssler Financial. Sign up for the Money Talks Newsletter: https://www.henssler.com/newsletters/ 

    Case Study: Mid-Year Review Provides Time to Make Financial Changes

    Play Episode Listen Later Jun 28, 2022 11:57

    Managing Associate K.C. Smith, CFP®, leads Chief Investment Officer Troy Harmon, CFA, CVA,  and Senior Financial Planner Josh Weidie, CWS®, on a discussion of what investors can do mid-year to reassess their financial situation. Read the Article: https://www.henssler.com/mid-year-evaluate-where-are-but-dont-lose-sight-of-the-future   

    Henssler Money Talks - June 25, 2022

    Play Episode Listen Later Jun 25, 2022 45:17

     Henssler Money Talks- June 25, 2022 Season 36, Episode 26 This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate K.C. Smith, CFP®, CEPA, and Senior Financial Planner Josh Weidie, CWS®, to cover the week's market news, including Fed Chair Jerome Powell's testimony in front of Congress, interest rates and inflation, Industrial Production and Existing Home Sales. K.C. leads the experts on a discussion of what investors can do mid-year to reassess their financial situation. The hosts round out the show answering a listener's question of what to do with eight-year money that is currently in cash—Should he dollar-cost average into the market or something else?   Timestamps and Chapters 00:00     Market Roundup: Covering June 20 – June 24, 202221:29     Case Study: Mid-Year Review Provides Time to Make Financial Changes33:21     Q&A Time: What to Do with Eight-Year Money Sitting in Cash Follow Henssler: Facebook: http://bit.ly/HensslerFacebook  Twitter: http://bit.ly/HensslerTwitterLinkedIn: http://bit.ly/HensslerLinkedIn  Instagram: https://www.instagram.com/hensslerfinancial/YouTube: http://bit.ly/HensslerYouTube   “Money Talks” is brought to you by Henssler Financial. Sign up for the Money Talks Newsletter: https://www.henssler.com/newsletters/  

    Case Study: Investing Don'ts for Volatile Markets

    Play Episode Listen Later Jun 21, 2022 13:04

    Research Analyst Nick Antonucci, CVA, CEPA, Managing Associate D.J. Barker, CWS®, and Financial Planner Zach Alexander, CRPC®, BFA™ team up to discuss what investors should and shouldn't do in volatile markets like we are currently seeing. Read the Article: https://www.henssler.com/history-may-seem-rosy-but-future-is-still-bright-despite-volatility 

    Money Talks - June 18, 2022

    Play Episode Listen Later Jun 18, 2022 45:18

    Henssler Money Talks – June 18, 2022Season 36, Episode 25  This week on “Money Talks,” Research Analyst Nick Antonucci, CVA, CEPA, Managing Associate D.J. Barker, CWS®, and Financial Planner Zach Alexander, CRPC®, BFA™ team up to discuss the Fed's 75-basis point increase to interest rates and both the Consumer Price and Producer Price indices. D.J. and Zach discuss what investors should and shouldn't do in volatile markets like we are currently seeing. The experts round out the show answering listeners' questions on Tesla and the best place to park emergency funds.Timestamps and Chapters00:00     Market Roundup: Covering June 13 – June 17, 202222:32     Case Study: Investing Don't for Volatile Markets34:31     Q&A Time: Tesla—Behavioral and Fundamental Views; Where to Invest Emergency Funds Follow Henssler: Facebook: http://bit.ly/HensslerFacebook  Twitter: http://bit.ly/HensslerTwitter  LinkedIn: http://bit.ly/HensslerLinkedIn  Instagram: https://www.instagram.com/hensslerfinancial/YouTube: http://bit.ly/HensslerYouTube   “Money Talks” is brought to you by Henssler Financial. Sign up for the Money Talks Newsletter: https://www.henssler.com/newsletters/ 

    Case Study: Retirement Asset Allocation and Inflation

    Play Episode Listen Later Jun 14, 2022 12:09

    Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate Jarrett McKenzie, CFP®, CWS®, and Associate Logan Daniel, CFP®, CRPC®, to look at how inflation affects retirement spending and investment allocation. Read the Article: https://www.henssler.com/inflation-is-your-benchmark-for-maintaining-your-wealth  

    Henssler Money Talks - June 11, 2022

    Play Episode Listen Later Jun 11, 2022 45:17

    Henssler Money Talks – June 11, 2022Season 36, Episode 24  This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate Jarrett McKenzie, CFP®, CWS®, and Associate Logan Daniel, CFP®, CRPC®, to discuss the week's market action, the employment numbers from May and the ISM Manufacturing Index. Jarret and Logan take a closer look at how inflation affects retirement spending and investment allocation. The hosts round out the show answering listeners' questions on dropping a portfolio's bias toward value stocks, business development company FS KKR Capital Corp., and considerations for a cash-out refinance.Timestamps and Chapters00:00     Market Roundup: Covering June 6 – June 10, 202221:16     Case Study: Retirement Asset Allocation and Inflation33:20     Q&A Time: Bias Toward Value Stocks, FS KKR Capital Corp., and cash-out refinance. Follow Henssler: Facebook: http://bit.ly/HensslerFacebook  Twitter: http://bit.ly/HensslerTwitter  LinkedIn: http://bit.ly/HensslerLinkedIn  Instagram: https://www.instagram.com/hensslerfinancial/YouTube: http://bit.ly/HensslerYouTube   “Money Talks” is brought to you by Henssler Financial. Sign up for the Money Talks Newsletter: https://www.henssler.com/newsletters/ 

    Case Study: Time a Conversion, Not the Market

    Play Episode Listen Later Jun 7, 2022 12:32

    Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate K.C. Smith, CFP®, CEPA, and Research Analyst Nick Antonucci, CVA, CEPA, to discuss a couple who are looking to make the best out of the depressed market by timing a Roth conversion. They cover the benefits and options investors have for a conversion. Read the Article: https://www.henssler.com/with-retirement-balances-down-a-roth-conversion-may-make-sense 

    Our Three Cents - Exit Planning Checklist

    Play Episode Listen Later Jun 4, 2022 22:06

    Our Three Cents — Exit Planning Checklist Season 2, Episode 6The Our Three Cents hosts Troy, Nick, and K.C. of Henssler Financial cover 14 areas you need to consider when planning your business exit strategy, including understanding your exit options, preserving your wealth and getting a baseline business valuation."Our Three Cents” is a spinoff podcast of “Money Talks,” focusing on good business strategies, business valuations, and business exit planning. “Our Three Cents” is brought to you by Henssler Financial.Click Here to Subscribe to the Henssler Money Talks podcast. 

    Henssler Money Talks - June 4, 2022

    Play Episode Listen Later Jun 4, 2022 45:16

     Henssler Money Talks – June 4, 2022 Season 36, Episode 23  This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate K.C. Smith, CFP®, CEPA, and Research Analyst Nick Antonucci, CVA, CEPA, to cover The Conference Board's Consumer Confidence, Mortgage Applications, the ISM Manufacturing Index, and the Fed's Beige Book. K.C. discusses the situation of a couple who are looking to make the best out of the depressed market by timing a Roth conversion. He covers the benefits and the options investors have for a conversion. The experts round out the show answering listeners' questions on being stuck in the Sandwich Generation and Consumer Defensive stocks McCormick & Company and PepsiCo.   Timestamps and Chapters00:00     Market Roundup: Covering May 31 – June 3  19:58     Case Study: Time a Conversion, Not the Market32:27     Q&A Time: The Sandwich Generation, McCormick & Company, and PepsiCo  Follow Henssler: Facebook: http://bit.ly/HensslerFacebook Twitter: http://bit.ly/HensslerTwitterLinkedIn: http://bit.ly/HensslerLinkedIn Instagram: https://www.instagram.com/hensslerfinancial/ YouTube: http://bit.ly/HensslerYouTube   “Money Talks” is brought to you by Henssler Financial. Sign up for the Money Talks Newsletter: https://www.henssler.com/newsletters/  

    Henssler Money Talks - May 28, 2022 (Repeat)

    Play Episode Listen Later May 28, 2022 44:50

    In observance of Memorial Day, we are not in the studio this week. We take a look back at two excellent case studies--one featuring Jarrett McKenzie, CFP® , discussing why it may be better to carry a mortgage than pay cash for your house, and one featuring D.J. Barker, CWS® , discussing lending money to your adult children.We'll be back next week with a brand new episode. 

    Case Study: The Panic of a DIY Investor

    Play Episode Listen Later May 24, 2022 14:05

    Managing Associate D.J. Barker, CWS®, and Associate Logan Daniel, CFP®, CRPC®, join Chief Investment Officer Troy Harmon, CFA, CVA, to look at a listener's “do-it-yourself” portfolio and plan, discussing how we prefer to allocate a portfolio's investments using the Henssler Ten Year Rule. Read the Article: https://www.henssler.com/trust-your-portfolio-in-good-times-and-bad

    Henssler Money Talks - May 21, 2022

    Play Episode Listen Later May 21, 2022 45:18

    Henssler Money Talks – May 21, 2022Season 36, Episode 21  This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate D.J. Barker, CWS®, and Associate Logan Daniel, CFP®, CRPC®, to discuss the rough week for the Consumer Staples sector, April's retail sales, and earnings from Walmart and Target. The financial experts take a look at a listener's “do-it-yourself” portfolio and plan, discussing how we prefer to allocate a portfolio's investments using the Henssler Ten Year Rule. The experts round out the show answering a listener's question on  cybersecurity stocks Okta, CrowdStrike, and Cloudflare.Timestamps and Chapters00:00     Market Roundup: Covering May 16 – May 20, 202221:20     Case Study: The Panic of a DIY Investor 34:51     Q&A Time: Okta, CrowdStrike, and Cloudflare Follow Henssler: Facebook: http://bit.ly/HensslerFacebook  Twitter: http://bit.ly/HensslerTwitter  LinkedIn: http://bit.ly/HensslerLinkedIn  Instagram: https://www.instagram.com/hensslerfinancial/YouTube: http://bit.ly/HensslerYouTube   “Money Talks” is brought to you by Henssler Financial. Sign up for the Money Talks Newsletter: https://www.henssler.com/newsletters/ 

    Case Study: Estate Planning for a Second Marriage

    Play Episode Listen Later May 17, 2022 10:49

    Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate Shawna Theriault, CFP®, CPA, CDFA®, and Senior Financial Planner Giuliana Barbagelata, CFP®, to discuss all the aspects to consider when developing an estate plan for a second marriage that involves children from a previous marriage. While it requires an estate planning attorney to prepare the wills and trusts, the experts discuss all the groundwork financial planners put into making an estate plan work. Read the Article: https://www.henssler.com/financial-advisers-provide-valuable-insight-for-second-marriage-estate-planning  

    Henssler Money Talks - May 14, 2022

    Play Episode Listen Later May 14, 2022 45:17

    Henssler Money Talks – May 14, 2022Season 36, Episode 20  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 Giuliana Barbagelata, CFP®, to discuss inflation as both the Consumer Price and Producer Price indices were released this week. Shawna and Giuliana discuss what aspects to consider when developing an estate plan for a second marriage that involves children from a previous marriage. While it requires an estate planning attorney to prepare the wills and trusts, the experts discuss all the groundwork financial planners put into making an estate plan work. The hosts round out the show answering listeners' questions regarding passive and active investing and Coinbase's recent rout. Timestamps and Chapters00:00     Market Roundup: Covering May 9 – May 13, 202223:49     Case Study: Estate Planning for a Second Marriage 34:31     Q&A Time: Passive vs. Active Investing and Coinbase Follow Henssler: Facebook: http://bit.ly/HensslerFacebook  Twitter: http://bit.ly/HensslerTwitter  LinkedIn: http://bit.ly/HensslerLinkedIn  Instagram: https://www.instagram.com/hensslerfinancial/YouTube: http://bit.ly/HensslerYouTube   “Money Talks” is brought to you by Henssler Financial. Sign up for the Money Talks Newsletter: https://www.henssler.com/newsletters/ 

    Case Study: Adviser Can Help Focus Retirement Goals

    Play Episode Listen Later May 10, 2022 12:09

    Senior Associate Michael Griffin, CFP® and Senior Financial Planner Josh Weidie, CWS®, join Chief Investment Officer Troy Harmon, CFA, CVA, to discuss a couple who have been saving for retirement but have no specific goal in mind. The financial experts discuss how an Adviser works to focus couples' retirement goals and helps determine if a couple is on track. Read the Article: https://www.henssler.com/pulling-your-retirement-goals-into-focus  

    Our Three Cents: Mind the Gap

    Play Episode Listen Later May 7, 2022 17:13

    Our Three Cents — Mind the Gap Season 2, Episode 5  The Our Three Cents hosts Troy, Nick, and K.C. of Henssler Financial discuss how business owners need to mind the gap when it comes time to sell their business. They need to pay attention to the gaps in profit, value, and wealth. This includes identifying deficiencies in the business that can make you less attractive to a buyer than your industry peers. Then, consider moves to make to improve the value of the business today and ultimately how much the owner can take away from it when they finally step away. "Our Three Cents” is a spinoff podcast of “Money Talks,” focusing on good business strategies, business valuations, and business exit planning. “Our Three Cents” is brought to you by Henssler Financial.

    Henssler Money Talks - May 7, 2022

    Play Episode Listen Later May 7, 2022 45:22

    Henssler Money Talks – May 7, 2022Season 36, Episode 19 This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Senior Associate Michael Griffin, CFP®, and Senior Financial Planner Josh Weidie, CWS®, to discuss the market's reaction to the Federal Reserve's increase of interest rates. They discuss market sentiment as well as how rates may continue to increase throughout the year. Michael and Josh team up to discuss a couple who have been saving for retirement but have no specific goal in mind. The financial experts discuss how an Adviser works to focus couples' retirement goals and helps determine if a couple is on track. The hosts wrap up the show answering listeners' questions about converting 401(k) funds to a Roth and the difference between strategic and tactical moves in a portfolio. Timestamps and Chapters00:00     Market Roundup: Covering May 2 – May 6, 202221:04     Case Study: Adviser Can Help Focus Retirement Goals 33:05     Q&A Time: Converting 401(k) Funds and Strategic and Tactical Portfolio Moves Follow Henssler: Facebook: http://bit.ly/HensslerFacebook  Twitter: http://bit.ly/HensslerTwitter  LinkedIn: http://bit.ly/HensslerLinkedIn  Instagram: https://www.instagram.com/hensslerfinancial/YouTube: http://bit.ly/HensslerYouTube   “Money Talks” is brought to you by Henssler Financial. Sign up for the Money Talks Newsletter: https://www.henssler.com/newsletters/ 

    Henssler Money Talks - April 30, 2022

    Play Episode Listen Later Apr 30, 2022 44:47

    Henssler Money Talks – April 30, 2022Season 36, Episode 18  This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate K.C. Smith, CFP®, CEPA, and Research Analyst Nick Antonucci, CVA, CEPA, to cover the Conference Board's Consumer Confidence sentiment index and the S&P CoreLogic Case-Shiller Home Price Index. The hosts also cover listeners' questions on the chances of a further market decline and projecting the possible growth of a retirement account that will eventually be donated to charity. The show concludes with a special broadcast of “Our Three Cents,” a bonus feature of the “Money Talks” podcast.  Timestamps and Chapters 00:00     Market Roundup: Covering April 25-26, 202213:53     Q&A Time: Market Downturn and an IRA donated to Charity  28:03     Special: “Our Three Cents:  The Four D's” Follow Henssler: Facebook: http://bit.ly/HensslerFacebook  Twitter: http://bit.ly/HensslerTwitter  LinkedIn: http://bit.ly/HensslerLinkedIn  Instagram: https://www.instagram.com/hensslerfinancial/YouTube: http://bit.ly/HensslerYouTube   “Money Talks” is brought to you by Henssler Financial. Sign up for the Money Talks Newsletter: https://www.henssler.com/newsletters/ 

    Case Study: Financially Helping Adult Children

    Play Episode Listen Later Apr 26, 2022 13:56

    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-financial-need 

    Money Talks - April 23, 2022

    Play Episode Listen Later Apr 23, 2022 45:15

    Henssler Money Talks – April 23, 2022Season 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 where to find the money and what might be the cost. The hosts round out the show with 401(k) questions from listeners.Timestamps and Chapters00:00     Market Roundup: Covering the week of Apr. 18 – Apr. 22, 202218:05     Case Study: Financially Helping Adult Children 32:46     Q&A Time: 401(k) Plan failed Nondiscriminatory Test and 401(k) Savings Goals  Follow Henssler: Facebook: http://bit.ly/HensslerFacebook  Twitter: http://bit.ly/HensslerTwitter  LinkedIn: http://bit.ly/HensslerLinkedIn  Instagram: https://www.instagram.com/hensslerfinancial/YouTube: http://bit.ly/HensslerYouTube   “Money Talks” is brought to you by Henssler Financial. Sign up for the Money Talks Newsletter: https://www.henssler.com/newsletters/ 

    Henssler Money Talks – April 16, 2022

    Play Episode Listen Later Apr 16, 2022 18:47

    Henssler Money Talks – April 16, 2022Season 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 recent trend of “Buy Now Pay Later” apps AfterPay, Affirm, Klarna, and QuadPay.Follow Henssler: Facebook: http://bit.ly/HensslerFacebook  Twitter: http://bit.ly/HensslerTwitter  LinkedIn: http://bit.ly/HensslerLinkedIn   Instagram: https://www.instagram.com/hensslerfinancial/ YouTube: http://bit.ly/HensslerYouTube   “Money Talks” is brought to you by Henssler Financial. Sign up for the Money Talks Newsletter: https://www.henssler.com/newsletters/ 

    Case Study: Receiving Benefits from LTC Insurance Policies

    Play Episode Listen Later Apr 12, 2022 16:01

    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-with-your-long-term-care-insurance-policy 

    Henssler Money Talks - April 9, 2022

    Play Episode Listen Later Apr 9, 2022 45:14

    Henssler Money Talks – April 9, 2022Season 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 reduce their balance sheet as early as May. Jim brought to the show a case study on a couple who needed to tap their long-term care policy. He discusses the process of applying for and receiving benefits. The experts round out the show answering listeners' questions on overweighting value and Consumer Staples stocks for a defensive strategy and how cryptocurrencies are performing in our current inflationary environment.Timestamps and Chapters 00:00     Market Roundup: Covering the week of Apr. 4 – Apr. 8, 2022 18:14     Case Study: Receiving Benefits from LTC Insurance Policies  34:39     Q&A Time: Defensive Positions and Cryptocurrencies  Follow Henssler: Facebook: http://bit.ly/HensslerFacebook   Twitter: http://bit.ly/HensslerTwitter  LinkedIn: http://bit.ly/HensslerLinkedIn  Instagram: https://www.instagram.com/hensslerfinancial/YouTube: http://bit.ly/HensslerYouTube   “Money Talks” is brought to you by Henssler Financial. Sign up for the Money Talks Newsletter: https://www.henssler.com/newsletters/ 

    Investment Whys: Yield Curve, Inflation, and Interest Rates

    Play Episode Listen Later Apr 5, 2022 18:11

    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.com/an-inverted-yield-curve-is-it-time-to-panic

    Henssler Money Talks - April 2, 2022

    Play Episode Listen Later Apr 2, 2022 45:14

    Henssler Money Talks – April 2, 2022Season 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 Consumer Confidence survey. The experts also 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. The show hosts also address listeners' questions on making a spousal IRA contribution and how real estate works as a hedge against inflation.   Timestamps and Chapters 00:00     Market Roundup: Covering the week of Mar. 28 – April 1, 202215:32     Investment Whys: Yield Curve, Inflation, and Interest Rates 34:12     Q&A Time: Spousal IRA Contributions and Real Estate  Follow Henssler: Facebook: http://bit.ly/HensslerFacebook  Twitter: http://bit.ly/HensslerTwitter  LinkedIn: http://bit.ly/HensslerLinkedIn  Instagram: https://www.instagram.com/hensslerfinancial/YouTube: http://bit.ly/HensslerYouTube   “Money Talks” is brought to you by Henssler Financial. Sign up for the Money Talks Newsletter: https://www.henssler.com/newsletters/ 

    Our Three Cents — The Four C's

    Play Episode Listen Later Apr 2, 2022 16:59

    Our Three Cents — The Four C's Season 2, Episode 4The 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 special and potentially very valuable to a buyer. The Exit Planning Institute states as much as 80% of the value of the business could be wrapped up in intangible assets. "Our Three Cents” is a spinoff podcast of “Money Talks,” focusing on good business strategies, business valuations, and business exit planning. “Our Three Cents” is brought to you by Henssler Financial.Click Here to Subscribe to the Henssler Money Talks podcast. 

    Case Study: Buying a House with Cash

    Play Episode Listen Later Mar 29, 2022 21:08

    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 and disadvantages of being a cash buyer. Read the Article: https://www.henssler.com/considering-paying-cash-for-your-house-opt-for-carrying-a-mortgage-instead 

    Henssler Money Talks – March 26, 2022

    Play Episode Listen Later Mar 26, 2022 45:06

    Henssler Money Talks – March 26, 2022Season 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 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 and disadvantages of being a cash buyer. The Experts round out the show answering listeners' questions on mortgage down payments and PMI, plus good brands that have lousy stocks. Timestamps and Chapters00:00     Market Roundup: Covering the week of Mar 21 – Mar. 25, 202215:45     Case Study: Buying a House with Cash 38:30     Q&A Time: Mortgage PMI and Good Brands, Lousy Stocks Follow Henssler: Facebook: http://bit.ly/HensslerFacebook  Twitter: http://bit.ly/HensslerTwitter  LinkedIn: http://bit.ly/HensslerLinkedIn  Instagram: https://www.instagram.com/hensslerfinancial/ YouTube: http://bit.ly/HensslerYouTube   “Money Talks” is brought to you by Henssler Financial. Sign up for the Money Talks Newsletter: https://www.henssler.com/newsletters/ 

    Case Study: Health Savings Accounts

    Play Episode Listen Later Mar 22, 2022 15:43

    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

    Play Episode Listen Later Mar 19, 2022 45:12

    Henssler Money Talks – March 19, 2022Season 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 discuss the triple tax benefit investors can achieve using Health Savings Accounts (HSAs). Rounding out the show, they cover holding a position in Emerging Markets and the chances of stagflation.Timestamps and Chapters00:00     Market Roundup: Covering the week of Mar 14 – Mar. 18, 202216:24     Case Study: Health Savings Accounts 32:46     Q&A Time: Emerging Markets and Stagflation Follow Henssler: Facebook: http://bit.ly/HensslerFacebook   Twitter: http://bit.ly/HensslerTwitter  LinkedIn: http://bit.ly/HensslerLinkedIn  Instagram: https://www.instagram.com/hensslerfinancial/YouTube: http://bit.ly/HensslerYouTube   “Money Talks” is brought to you by Henssler Financial. Sign up for the Money Talks Newsletter: https://www.henssler.com/newsletters/ 

    Case Study: Are You Receiving a Fiduciary Level of Service?

    Play Episode Listen Later Mar 15, 2022 15:29

    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-service

    Henssler Money Talks - March 12, 2022

    Play Episode Listen Later Mar 12, 2022 44:21

    Henssler Money Talks – March 12, 2022Season 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 if they are receiving a fiduciary level of service when working with advisers. The experts round out the show answering listeners' questions on using a lump sum to convert IRA funds or investing it in a Roth IRA as well as an investment in Amazon.com Timestamps and Chapters 00:00     Market Roundup: Covering the week of Mar 7 – Mar. 11, 202217:23     Case Study: Fiduciary Duty  33:22     Q&A Time: Roth Investment or Conversion, and Amazon.com Follow Henssler:  Facebook: http://bit.ly/HensslerFacebook   Twitter: http://bit.ly/HensslerTwitter   LinkedIn: http://bit.ly/HensslerLinkedIn   Instagram: https://www.instagram.com/hensslerfinancial/YouTube: http://bit.ly/HensslerYouTube   “Money Talks” is brought to you by Henssler Financial. Sign up for the Money Talks Newsletter: https://www.henssler.com/newsletters/ 

    Case Study: Portfolio Diversification

    Play Episode Listen Later Mar 8, 2022 11:48

    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

    Play Episode Listen Later Mar 5, 2022 44:49

    Henssler Money Talks – March 5, 2022Season 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 U.S. economic news, the hosts cover how the supply chain issues weigh on the Manufacturing and Nonmanufacturing indices. The experts team up to cover a case study on diversification of a portfolio versus chasing returns. The experts round out the show answering listeners' questions on life insurance in retirement and stocks Ford, General Motors, and AmBev S.A. Timestamps and Chapters0:00       Viewpoints: Russia-Ukraine Conflict11:08     Market Roundup: Covering the week of Feb. 28 – Mar. 4, 202223:20     Case Study: Portfolio Diversification34:33     Q&A Time: Life Insurance, Ford Motor Co. General Motors and AmBev S.A. Follow Henssler:  Facebook: http://bit.ly/HensslerFacebook  Twitter: http://bit.ly/HensslerTwitter  LinkedIn: http://bit.ly/HensslerLinkedIn  Instagram: https://www.instagram.com/hensslerfinancial/YouTube: http://bit.ly/HensslerYouTube   “Money Talks” is brought to you by Henssler Financial. Sign up for the Money Talks Newsletter: https://www.henssler.com/newsletters/ 

    Our Three Cents - Small Business Administration Lending

    Play Episode Listen Later Mar 5, 2022 19:02

    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 for some loans. 

    Case Study: Income-Related Monthly Adjustment Amounts

    Play Episode Listen Later Mar 1, 2022 12:26

    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-planning-and-medicare-premiums-go-hand-in-hand Get our great content in your inbox! Sign up for the Money Talks Newsletter: https://www.henssler.com/newsletters/ 

    Henssler Money Talks - February 26, 2022

    Play Episode Listen Later Feb 26, 2022 44:40

    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 affect on the markets. They also touch on the second reading of fourth quarter 2021 GDP. K.C. addresses how some seniors may face Income-Related Monthly Adjustment Amounts to their Medicare Premiums and provides some perspective when dealing with the additional cost. The experts round out the show answering a listener's question of “what next?” after he sells his business. Check out the show segments using the chapter controls in the player above.Market Roundup: Covering the week of Feb. 21 – Feb. 25, 2022Case Study: Income-Related Monthly Adjustment AmountsQ&A Time: You've Sold your Business—Now What?

    Case Study: Four Important Rules for Required Minimum Distributions

    Play Episode Listen Later Feb 22, 2022 14:16

    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 your required minimum distributions. Read the Article: https://www.henssler.com/pay-attention-to-these-rules-when-planning-your-2022-rmds

    Henssler Money Talks - February 19, 2022

    Play Episode Listen Later Feb 19, 2022 45:15

    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 required minimum distributions. Generally, custodians notified investors on their January statements the balance of their accounts as of Dec. 31 and provided a calculation of the RMD for the year. The show hosts round out the show answering a listener's question on investments in Treasury Inflation-Protected Securities mutual funds and ETFs and provide advice on an investor's decision to cash out part of her 401(k) to wipe out medical debt. Check out the show segments using the chapter controls in the player above.Market Roundup: Covering the week of Feb. 14 – Feb. 18, 2022Case Study: Four Important Rules for Required Minimum DistributionsQ&A Time: TIPS Funds and ETFs, and Using 401(k) Funds to Pay Debt

    Case Study: What Happens When You Don't Designate a Beneficiary

    Play Episode Listen Later Feb 15, 2022 13:51

    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-headache-to-your-heirs   

    Henssler Money Talks - February 12, 2022

    Play Episode Listen Later Feb 12, 2022 45:21

    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 estate. The financial experts round out the show answering listeners' questions on the downside of I Bonds and using highly appreciated investments for qualified charitable distributions. Check out the show segments using the chapter controls in the player above.Market Roundup: Covering the week of Feb. 7 – Feb. 11, 2022Case Study: What Happens When You Don't Designate an IRA BeneficiaryQ&A Time: I Bonds and Qualified Charitable Distributions

    Case Study: Cost Basis

    Play Episode Listen Later Feb 8, 2022 13:30

    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-simple-definition-complicated-calculations 

    Our Three Cents — Decentralizing the Business Owner

    Play Episode Listen Later Feb 5, 2022 15:52

    As a business owner should you be the center of the universe for your business? This can happen when you have too much responsibility maintaining customer relationships, developing the processes, or being the only one who can make decisions. For a small business, growth may create the need to decentralize to continue efficient operations. 

    Henssler Money Talks - February 5, 2022

    Play Episode Listen Later Feb 5, 2022 44:26

    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 cover a listeners' situation involving cost basis of her stocks and why it is important to track the cost basis of your investments. The hosts round out the show answering listeners' questions on what to do if you have no heirs and if Bank of America's closing of branches is cause for concern.Check out the show segments using the chapter controls in the player above.Market Roundup: Covering the week of Jan. 31 – Feb. 4, 2022Case Study: What You Need to Know About Cost BasisQ&A Time: Who to Name as Beneficiary and Bank of America

    Case Study: What You Need to Know for this Tax Season

    Play Episode Listen Later Feb 1, 2022 11:42

    Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Senior Associate Michael Griffin, CFP®, and Tax Manager Jessie Thomas, CPA, from Henssler CPAs & Advisers to provide some critical information about the upcoming tax season, as 2021 income tax returns are due April 18. Read the Article: https://www.henssler.com/the-irs-is-accepting-returns-but-make-sure-you-have-all-your-forms  

    Henssler Money Talks - January 29, 2022

    Play Episode Listen Later Jan 29, 2022 45:19

    This week on “Money Talks,” Chief Investment Officer, Troy Harmon, CFA, CVA, is joined by Senior Associate Michael Griffin, CFP®, and Tax Manager Jessie Thomas, CPA, from Henssler CPAs & Advisers to discuss the week's volatility, the release of fourth quarter GDP, and Consumer Confidence. Jessie provides some critical information about the upcoming tax season in this week's case study. The hosts round out the show answering listeners' questions on how to overweight Financials in a portfolio and how investors should weather the volatility seen in the NASDAQ composite. Check out the show segments using the chapter controls in the player above.Market Roundup: Covering the week of Jan. 24 – Jan. 28, 2022Case Study: What You Need to Know About Tax SeasonQ&A Time: Overweighting Financials and Volatility in the NASDAQ

    Case Study: Using Trusts in Your Estate Plan Largely Depends on Your Intent

    Play Episode Listen Later Jan 25, 2022 14:45

    Chief Investment Officer, Troy Harmon, CFA, CVA, is joined by Managing Associate D.J. Barker, CWS® and Associate Logan Daniel, CFP®, CRPC®, to discuss the use and benefits of trusts in estate planning, as well as, how they work with the client to determine the ultimate goal for passing on their wealth.  Read the Article: https://www.henssler.com/using-trusts-in-your-estate-plan-largely-depends-on-your-intent  

    Henssler Money Talks - January 22, 2022

    Play Episode Listen Later Jan 22, 2022 45:17

    This week on “Money Talks,” Chief Investment Officer, Troy Harmon, CFA, CVA, is joined by Managing Associate D.J. Barker, CWS® and Associate Logan Daniel, CFP®, CRPC®, to discuss the week's volatility, jobless claims and existing home sales data. The financial planning experts discuss the use and benefits of trusts in estate planning, as well as, how they work with the client to determine the ultimate goal for passing on their wealth. The show hosts round out the episode with listeners' questions on fintech company SoFi Technologies, a house divided among three children, and why taxpayers should look at their annual Social Security statement. Check out the show segments using the chapter controls in the player above.Market Roundup: Covering the week of Jan. 17 – Jan. 21, 2022Case Study: Using Trusts in Estate PlanningQ&A Time: SoFi Technologies, a house divided, and Social Security statements

    Case Study: Repairing Your Retirement Savings after a Divorce

    Play Episode Listen Later Jan 18, 2022 14:56

    Chief Investment Officer, Troy Harmon, CFA, CVA, is joined by Managing Associate Jarrett McKenzie, CFP®, CWS® and Senior Financial Planner Clay Norman, CFP®, to explain how newly divorced investors can repair their retirement savings now that their goals have changed. Read the Article: https://www.henssler.com/repairing-your-retirement-savings-after-a-divorce 

    Henssler Money Talks - January 15, 2022

    Play Episode Listen Later Jan 15, 2022 45:09

    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 the week's market movements and inflation indicators the Producer Price and Consumer Price indices. The financial Experts explore how newly divorced investors can repair their retirement savings now that their goals have changed. The hosts round out the show answering listener questions on Roth IRA eligibility and stocks Principal Financial Group, Sysco Corp. and US Foods Holding Corp.Check out the show segments using the chapter controls in the player above.Market Roundup: Covering the week of Jan 10 – Jan. 14, 2022Case Study: Repairing Retirement Savings after DivorceQ&A Time: Roth IRA eligibility, Principal Financial Group, Sysco, and US Foods

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