Money Talks Radio Show - Atlanta, GA

Follow Money Talks Radio Show - Atlanta, GA
Share on
Copy link to clipboard

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)


    • Nov 23, 2021 LATEST EPISODE
    • weekdays NEW EPISODES
    • 22m AVG DURATION
    • 1,585 EPISODES


    Search for episodes from Money Talks Radio Show - Atlanta, GA with a specific topic:

    Latest episodes from Money Talks Radio Show - Atlanta, GA

    Case Study: Accepting an Early Retirement Offer

    Play Episode Listen Later Nov 23, 2021 12:38

    Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate Shawna Theriault, CFP®, CPA, CDFA®, and Financial Planner Adam Stadalius, CFP® to discuss early retirement offers, and some of the benefits to look for in the severance package offered. Read the Article: https://www.henssler.com/necessary-financial-planning-before-accepting-an-early-retirement-offer 

    Henssler Money Talks - November 20, 2021

    Play Episode Listen Later Nov 20, 2021 45:20

    This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate Shawna Theriault, CFP®, CPA, CDFA®, and Financial Planner Adam Stadalius, CFP® to cover Retail Sales and Industrial Production. Shawna and Adam discuss early retirement offers, and some of the benefits to look for in the severance package offered. The experts round out the show answering listeners' questions on taking IRA withdrawals and the newly advertised 7.12% rate on I bonds.  Check out the show segments using the chapter controls in the player above.Market Roundup: Covering the week of November 15 – November 19, 2021Case Study: Accepting an Early Retirement OfferQ&A Time: IRA Withdrawals while Still Working and I Bonds

    Case Study: Lifetime Income Features in a 401(k) Plan

    Play Episode Listen Later Nov 16, 2021 17:09

    Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate Jarrett McKenzie, CFP®, CWS®, and Client Relationship Manager for Retirement Services Justin Wagner, AIF®, to discuss 401(k) participants' interest in a lifetime income feature to their plans. They talk about what that might look like, the fiduciary concerns, and if it is even a good option for the investors.Read the Article: https://www.henssler.com/lifetime-income-from-a-401k-you-may-want-to-think-again

    Henssler Money Talks - November 13, 2021

    Play Episode Listen Later Nov 13, 2021 45:10

    Associate Jarrett McKenzie, CFP®, CWS®, and Client Relationship Manager for Retirement Services Justin Wagner, AIF®, to cover the weeks inflationary data, the Producer Price and Consumer Price indices. The financial Experts also cover the trend of 401(k) participants' interest in a lifetime income feature to their plans. They talk about what that might look like, the fiduciary concerns, and if it is even a good option for the investors. The hosts round out the show answering listeners' question on Digital World Acquisition Corp and the use of High Yield CDs. Check out the show segments using the chapter controls in the player above.Market Roundup: Covering the week of November 7 – November 12, 2021Case Study: Lifetime Income Features in a 401(k) PlanQ&A Time: Digital World Acquisition Corp and High Yield CDs

    Spending in Retirement—It is What You've Been Saving For

    Play Episode Listen Later Nov 9, 2021 14:33

    Senior Associate Melanie Wells, CFP®, and Financial Planner Zach Alexander BFA™, CRPC®, join Chief Investment Officer Troy Harmon, CFA, CVA, to address a couple who are worried about the transition in retirement from accumulating money to spending money. The investors are concerned that they won't enjoy retirement because of the unease they feel not receiving a paycheck. Read the Article: https://www.henssler.com/spending-in-retirement-it-is-what-youve-been-saving-for

    Henssler Money Talks - November 6, 2021

    Play Episode Listen Later Nov 6, 2021 45:10

    This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Senior Associate Melanie Wells, CFP®, and Financial Planner Zach Alexander BFA™, CRPC®, to cover the changes to monetary policy announced by the Federal Open Market Committee this week as well as the ISM Manufacturing and Nonmanufacturing indices. Melanie and Zach team up to discuss a couple of investors who are worried about the transition in retirement from accumulating money to spending money. The experts round out the show answering listeners' question on the Consumer Staples sector, Medicare Open Enrollment and health care company Becton Dickinson and Co. Check out the show segments using the chapter controls in the player above.Market Roundup: Covering the week of November 1 – November 5, 2021Case Study: Transitioning From Saving to Spending in RetirementQ&A Time: Consumer Staples sector, Medicare Open Enrollment, and Beckton Dickinson and Co.

    Our Three Cents: Insurance in Exit Planning

    Play Episode Listen Later Nov 6, 2021 17:08

    Insurance transfers the financial risk to an insurance company. In this episode of “Our Three Cents – Exit Planning Strategies” podcast, hosts Troy Harmon, CFA, CVA, Nick Antonucci, CVA, CEPA, and K.C. Smith, CFP®, CEPA, talk with Director of Insurance Planning, Jim Crone, CFS®, CLU®, about using insurance in your business to transfer the risk that death, disability, divorce, distress, or disagreement would disrupt a company's future. They discuss how certain polices can ensure that there is cash flow in the event something happens to an owner. 

    Case Study: Establishing a Legacy of Giving Through Donor-Advised Funds and Family Foundations

    Play Episode Listen Later Nov 2, 2021 14:45

    Chief Investment Officer Troy Harmon, CFA, CVA, Managing Associate D.J. Barker, CWS®, and Senior Financial Planner Giuliana Barbagelata, CFP®, take a closer look at donor-advised funds and family foundations for significant charitable giving. They compare the two in terms of ongoing fees, donor control, and tax benefits. Read the Article: https://www.henssler.com/establishing-a-legacy-of-giving-through-donor-advised-funds-and-family-foundations 

    Henssler Money Talks - October 30, 2021

    Play Episode Listen Later Oct 30, 2021 45:19

    This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate D.J. Barker, CWS®, and Senior Financial Planner Giuliana Barbagelata, CFP®, to cover the week's market action, including the Conference Board's Consumer Confidence survey and Durable Goods orders. The financial experts take a closer look at donor-advised funds and family foundations for significant charitable giving. They compare the two in terms of ongoing fees, donor control, and tax benefits. The experts round out the show answering listeners' questions on high deductible health plans and health savings accounts, plus stocks UPS and FedEx. Check out the show segments using the chapter controls in the player above.Market Roundup: Covering the week of October 24—October 29, 2021Case Study: Donor-Advised Funds and Family FoundationsQ&A Time: High Deductible Health Plans, Health Savings Accounts, UPS, and FedEx. 

    Case Study: Substantially Equal Periodic Payments using Rule 72(t)

    Play Episode Listen Later Oct 26, 2021 15:16

    Chief Investment Officer Troy Harmon, CFA, CVA, joined by Managing Associate K.C. Smith, CFP®, CEPA, and Senior Financial Planner Clay Norman, CFP®, team up to explain the Rule 72(t) strategy that allows early retirees to access their retirement funds before age 59 ½ while avoiding the 10% early withdrawal penalty. They discuss the pros and cons to tapping the retirement account early, as well as how investors can control how much they withdraw. Read the Article: https://www.henssler.com/tapping-a-retirement-account-early-and-avoiding-early-withdrawal-penalties

    Henssler Money Talks - October 23, 2021

    Play Episode Listen Later Oct 23, 2021 45:04

    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 Clay Norman, CFP®, to cover the week's market movers, the Fed's Beige Book, and Industrial Production. K.C. and Clay team up to explain the Rule 72(t) strategy that allows early retirees to access their retirement funds before age 59 ½ while avoiding the 10% early withdrawal penalty. They discuss the pros and cons to tapping the retirement account early as well as how an investor can control how much they withdraw. The Financial Experts round out the show answering listeners' questions on converting to a Roth IRA before year-end and Teledoc Health, Inc.Check out the show segments using the chapter controls in the player above.Market Roundup: Covering the week of October 18—October 22, 2021Case Study: Substantially Equal Periodic Payments, Rule 72(t)Q&A Time: Roth IRA Conversion and Teledoc Health, Inc. 

    Case Study: Inflation, Cash Flow Projections, and Retirement Spending

    Play Episode Listen Later Oct 19, 2021 14:54

    Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Associate Michael Griffin, CWS®, and Financial Planner Adam Stadalius, CFP®, to discuss inflation with this week's case study where an investor learns he is receiving a meaningful cost of living adjustment in his Social Security benefits; however, he is still concerned that inflation will significantly eat into his retirement income. The financial experts discuss how Henssler factors inflation into a client's spending projections. Read the Article on Henssler.com: https://www.henssler.com/inflation-cash-flow-projections-and-retirement-spending

    Henssler Money Talks - October 16, 2021

    Play Episode Listen Later Oct 16, 2021 45:04

    This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Associate Michael Griffin, CWS®, and Financial Planner Adam Stadalius, CFP®, to discuss inflation with the release of the September Consumer and Producer Price indices. Michael and Adam continue the inflation discussion with this week's case study where an investor learns he is receiving a meaningful cost of living adjustment in his Social Security benefits; however, he is still concerned that inflation will significantly eat into his retirement income. The financial experts discuss how Henssler factors inflation into a client's spending projections. The hosts round out the show answering listeners' questions on health insurance and a cryptocurrency exchange-traded fund.Check out the show segments using the chapter controls in the player above.Market Roundup: Covering the week of October 11—October 15, 2021Case Study: Social Security COLA increase and factoring in inflation in retirement planningQ&A Time: Health insurance in your 20s and a cryptocurrency ETF

    Case Study: The Risk of Retiring in a Down Market

    Play Episode Listen Later Oct 12, 2021 12:57

    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 discuss a common investor worry—the fear of retiring in a down market. They cover sequence risk and how the Henssler Ten Year Rule mitigates it. Read the Article: https://www.henssler.com/mitigating-sequence-risk-with-the-ten-year-rule 

    Henssler Money Talks - October 9, 2021

    Play Episode Listen Later Oct 9, 2021 44:55

    Case Study: Life Insurance Policies Are Being Sold to Private-Equity Firms

    Play Episode Listen Later Oct 5, 2021 22:59

    Research Analyst Jacob Keen, CFA, is joined by Director of Insurance Planning, Jim Crone, CLU®, CFS®, and Associate Michael Griffin, CFP® to discuss the trend in the life insurance marketplace where large insurers are selling existing policies to private-equity firms and asset managers. Jim highlights the concerns that policyholders may be exposed to riskier underlying investments. Read the article: https://www.henssler.com/life-insurance-policies-are-being-sold-to-private-equity-firms/ 

    Henssler Money Talks - October 2, 2021

    Play Episode Listen Later Oct 2, 2021 45:40

    This week on “Money Talks,” Research Analyst Jacob Keen, CFA, is joined by Director of Insurance Planning, Jim Crone, CLU®, CFS®, and Associate Michael Griffin, CFP® to discuss the week's market action, housing news, and and unemployment. Jim discusses the trend in the life insurance marketplace where large insurers are selling existing policies to private-equity firms and asset managers. He highlights the concerns that policyholders may be exposed to riskier underlying investments. Check out the show segments using the chapter controls in the player above.Market Roundup: Covering the week of September 27—October 1, 2021Case Study: Life Insurance Policies Being Sold to Private Equity Firms

    Our Three Cents - Team Spirit

    Play Episode Listen Later Oct 2, 2021 16:19

    Selling your business is a transaction you don't want to do alone. In this episode of “Our Three Cents – Exit Planning Strategies” podcast, hosts Troy Harmon, CFA, CVA, Nick Antonucci, CVA, CEPA, and K.C. Smith, CFP®, CEPA, discuss the importance of assembling a team of experts to help you in your business transition. To achieve maximum value from selling a business you will need help to organize your sale offering, prepare financial and other documents that buyers require, and complete the legal papers that protect you, your business, and your buyer.

    Case Study: Planning for Restricted Stock Units

    Play Episode Listen Later Sep 28, 2021 11:45

    Chief Investment Officer Troy Harmon, CFA, CVA, is joined by fellow Research Analyst Jacob Keen, CFA, and Managing Associate K.C. Smith, CFP®, CEPA, to provide some guidance for an investor's situation in planning for his compensation of Restricted Stock Units. Read the Article: https://www.henssler.com/restricted-stock-creates-a-need-for-financial-and-tax-planning 

    Henssler Money Talks - September 25, 2021

    Play Episode Listen Later Sep 25, 2021 46:09


    This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by fellow Research Analyst Jacob Keen, CFA, and Managing Associate K.C. Smith, CFP®, CEPA, to cover the week's market news, including the Fed's two-day meeting on monetary policy and the potential impact of Chinese real estate developer Evergrande missing its interest payment on its U.S.-dollar bond. K.C. gives some guidance for an investor's situation in planning for his compensation of Restricted Stock Units. The show hosts round out the show addressing listeners' questions on the potential impact of Biden's tax plan for capital gains and Warren Buffett's picks of The Coca-Cola Company, Chevron Corporation, and Moody's Corporation.Check out the show segments using the chapter controls in the player above.Market Roundup: Covering the week of September 20—September 24, 2021Case Study: Planning for Restricted Stock UnitsQ&A Time: Biden's plans for capital gains and The Coca-Cola Co., Chevron Corp., and Moody's Corp.


    Case Study: Financial Planning Beyond Retirement

    Play Episode Listen Later Sep 21, 2021 15:19

    Chief Investment Officer Troy Harmon, CFA, CVA, is joined by fellow Research Analyst Nick Antonucci, CVA, CEPA, and Managing Associate Jarrett McKenzie, CFP®, CWS® to evaluate an investor's situation who feels that he's done just fine with asset management and doesn't need a financial plan. Jarrett explains how the financial plan is even more critical in retirement than it is during your saving years. Read the Article: https://www.henssler.com/managing-portfolio-risk-with-financial-planning-in-retirement 

    Henssler Money Talks - September 18, 2021

    Play Episode Listen Later Sep 18, 2021 45:09

    This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by fellow Research Analyst Nick Antonucci, CVA, CEPA, and Managing Associate Jarrett McKenzie, CFP®, CWS® to cover the week's market news, consumer prices, and what caused oil and petroleum companies to outperform this week. Jarrett takes a look at an investor's situation who feels that he's done just fine with asset management and doesn't need a financial plan. Jarrett explains how the financial plan is even more critical in retirement than it is during your saving years. Finally the hosts round out the show answering listeners' questions on qualified charitable distributions and e-commerce company Shopify.Check out the show segments using the chapter controls in the player above.Market Roundup: Covering the week of September 13—September 17, 2021Case Study: Financial Planning Beyond RetirementQ&A Time: Qualified Charitable Distributions and Shopify

    Trusted Persons to Help with Financial Responsibilities as You Age

    Play Episode Listen Later Sep 14, 2021 14:10

    Henssler Financial's Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate D.J. Barker, CWS®, and Associate Peter Lynch to discuss the importance of having fiduciaries or trusted contacts for senior investors to help ensure these potentially vulnerable investors are not being exploited. Peter explains the different types of powers of attorney and when they are applicable. Read the Article: https://www.henssler.com/trusted-persons-to-help-with-financial-responsibilities-as-you-age 

    Henssler Money Talks - September 11, 2021

    Play Episode Listen Later Sep 11, 2021 45:23

    This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate D.J. Barker, CWS®, and Associate Peter Lynch to discuss the market's performance, second quarter earnings and the Fed's Beige Book. D.J. and Peter discuss the importance of having fiduciaries or trusted contacts for senior investors to help ensure these potentially vulnerable investors are not being taken advantage of. Peter explains the different types of powers of attorney and when they are applicable. The hosts round out the show discussing the difference between Treasury bonds and Municipal bonds, and some undervalued stocks that appear to be able to handle inflation. Check out the show segments using the chapter controls in the player above.Market Roundup: Covering the week of September 7—September 10, 2021Case Study: Fiduciaries for SeniorsQ&A Time: Treasury vs. Municipal bonds, Haverty Furniture Companies, Post Holdings, and Ameris Bancorp

    Our Three Cents - Debt Vs. Equity

    Play Episode Listen Later Sep 4, 2021 16:55

    In this episode of “Our Three Cents – Exit Planning Strategies” podcast, hosts Troy Harmon, CFA, CVA, Nick Antonucci, CVA, CEPA, and K.C. Smith, CFP®, CEPA, discuss the difference between debt and equity when it comes to raising money for your small business. They look at lending, savings, lines of credit as well as bringing on a partner or investors. 

    Money Talks - September 4, 2021

    Play Episode Listen Later Sep 4, 2021 21:04

    The “Money Talks” hosts, Chief Investment Officer Troy Harmon, CFA, CVA, and Managing Associate K.C. Smith, CFP®, CEPA interviewed Warren Luckett, co-founder of Black Restaurant Week, LLC, to discuss the week dedicated to celebrating the flavors of African-American, African, and Caribbean cuisine nationwide. Through a series of events and promotional campaigns, Black Restaurant Week's culinary initiatives help introduce culinary businesses and culinary professionals to the community. They cover how they've helped restaurants through the pandemic, and their Feed the Soul Foundation and its mission of creating sustainable culinary businesses in the community.https://blackrestaurantweeks.comhttps://feedthesoulfou.org 

    Case Study: The Mega Backdoor Roth IRA

    Play Episode Listen Later Aug 31, 2021 12:17

    Associates Melanie Wells, CFP®, and Logan Daniel, CFP®, CRPC®, join Chief Investment Officer Troy Harmon, CFA, CVA, to cover a little-known strategy for high income earners to move a significant amount of retirement funds into Roth accounts for tax-free growth. Read the Article: https://www.henssler.com/growing-retirement-funds-tax-free-with-a-mega-backdoor-roth-ira

    Henssler Money Talks - August 28, 2021

    Play Episode Listen Later Aug 28, 2021 45:50

    This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Associates Melanie Wells, CFP®, and Logan Daniel, CFP®, CRPC®, to discuss New Home and Existing Home sales, the first revision of second quarter GDP and why the market has been hitting record highs. Melanie shares a little-known strategy for high income earners to move a significant amount of retirement funds into Roth accounts for tax-free growth. The financial Experts round out the show answering listeners' questions on online marketplace Etsy, social media gaming developer Zynga, and determining the need for long-term care insurance.Check out the show segments using the chapter controls in the player above.Market Roundup: Covering the week of August 23 – August 27, 2021Case Study: Mega Backdoor Roth IRAQ&A Time: Etsy Inc., Zynga Inc., and long-term care insurance

    Case Study: Monthly Payments From the IRS: Advance Child Tax Credit

    Play Episode Listen Later Aug 24, 2021 10:47

    This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Tax Consultant Jessie Thomas, CPA, of Henssler CPAs & Advisers, and fellow Research Analyst, Jacob Keen, CFA. Jessie shares some insight to the Advance Child Tax Credit and how taxpayers who had a child in 2021 can receive their credit. Read the Article: https://www.henssler.com/monthly-payments-from-the-irs-advance-child-tax-credit

    Henssler Money Talks - August 21, 2021

    Play Episode Listen Later Aug 21, 2021 45:05

    Stock Market and Economy Not as Disconnected as They Seem

    Play Episode Listen Later Aug 17, 2021 17:55

    Chief Investment Officer Troy Harmon, CFA, CVA, joined by Managing Associate Jarrett McKenzie, CFP®, CWS®, and Roger Tutterow, Ph.D., Henssler's Chief Economic Adviser, to explore what seems to be a disconnect between a booming stock market and an economy struggling with labor shortages and inflation. Read the Article: https://www.henssler.com/stock-market-and-economy-not-as-disconnected-as-they-seem   

    Henssler Money Talks - August 14, 2021

    Play Episode Listen Later Aug 14, 2021 45:07

    This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA,  is joined by Managing Associate Jarrett McKenzie, CFP®, CWS®, and Roger Tutterow, Ph.D., Henssler's Chief Economic Adviser, to discuss the week's market performance, the interest rate yield curve and both the Consumer and Producer Price indices. The financial experts explore what seems to be a disconnect between a booming stock market and an economy struggling with labor shortages and inflation. The hosts round out the show answering listeners' questions on transferring ownership of a home while avoiding capital gains taxes and taking a tactical position in the Industrials sector in light of the infrastructure bill floating around D.C. Check out the show segments using the chapter controls in the player above.Market Roundup: Covering the week of August 9 – August 13, 2021Investment Whys: A booming stock market with a struggling economy Q&A Time: Transferring ownership of a home and a tactical position in Industrials

    Case Study: Retirement Income: Ten Year Rule or Dividends

    Play Episode Listen Later Aug 10, 2021 16:08

     Chief Investment Officer Troy Harmon, CFA, CVA, joined by Managing Associate Shawna Theriault, CFP®, CDFA®, CPA, and Associate Peter Lynch look at the situation of a couple who are working with an adviser who recommends using a dividend portfolio to provide retirement income. They discuss the risks of this strategy and compare it to the Henssler Ten Year Rule strategy. Read the Article: https://www.henssler.com/retirement-liquidity-bonds-or-dividends 

    Our Three Cents - The 5 D's and Buy/Sell Agreements

    Play Episode Listen Later Aug 7, 2021 20:28

    In this episode of “Our Three Cents – Exit Planning Strategies” podcast, hosts Troy Harmon, CFA, CVA, Nick Antonucci, CVA, CEPA, and K.C. Smith, CFP®, CEPA, discuss the five reasons that business owners should have a buy/sell agreement in place: death, disability, divorce, distress, and disagreement. A buy-sell agreement puts down on paper who specifically can own shares of the business and how to value those shares. It is a formal agreement between shareholders of a closely held business that specifies the terms and prices of a buyout when one or more shareholders want or need to sell.

    Henssler Money Talks - August 7, 2021

    Play Episode Listen Later Aug 7, 2021 45:46

    This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, joined by Managing Associate Shawna Theriault, CFP®, CDFA®, CPA, and Associate Peter Lynch to discuss the earnings surprises we've seen so far in the second quarter earnings season. They also discuss economic growth indicators the ISM Manufacturing and Nonmanufacturing indices. The financial experts take a look at a couple of investors who are working with an adviser who recommends using a dividend portfolio to provide retirement income. They discuss the risks of this strategy and compare it to the Henssler Ten Year Rule strategy. The hosts round out the show answering a listener's question on household product manufacturer The Clorox Company and provide advice for determining how much house you can afford. Check out the show segments using the chapter controls in the player above.Market Roundup: Covering the week of August 2 – August 6, 2021Case Study: Ten Year Rule vs. Using Dividends for Retirement IncomeQ&A Time: The Clorox Company and Determining How Much House You can Afford

    Case Study: New Year: Time to Get Your Financial House in Order

    Play Episode Listen Later Aug 6, 2021 13:34

    Managing Associate D.J. Barker, CWS®, and Associate Michael Griffin, CFP®, join Chief Investment Officer Troy Harmon, CFA, CVA, to discuss a common trend at the beginning of the year: getting one's financial house in order. They discuss the ideal debt-to-income ratio, how it affects your ability to get a mortgage, and how to improve your debt-to-income ratio.

    Case Study: Small Businesses and Retirement Savings

    Play Episode Listen Later Aug 6, 2021 9:23

    This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Senior Associate Jarrett McKenzie, CFP®, CWS®, and Associate Melanie Wells, CFP®, to discuss how a little financial planning for retirement can greatly impact your taxes today.

    Case Study: Target-Date Funds May Not Fulfill Your Retirement Needs

    Play Episode Listen Later Aug 6, 2021 12:16

    Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Research Analyst Jacob Keen and Senior Associate Jarrett McKenzie, CFP®, CWS®, to discuss an investor's situation where she is fully invested in target-date funds outside of her 401(k).

    Q&A Time: Competing Savings Goals and Lyft's IPO

    Play Episode Listen Later Aug 6, 2021 14:32

    The “Money Talks” hosts round out the show by answering listeners' questions on saving for retirement and college education expenses at the same time and rideshare company Lyft's recent IPO.

    Market Roundup: Second Consecutive Week of Solid Gains

    Play Episode Listen Later Aug 6, 2021 12:31

    The week kicked off with good economic reports as the U.S. ISM Manufacturing PMI and China Manufacturing PMI, lifting markets and drowning out a decrease in retail sales. We are within a stone's throw of all-time highs in U.S. markets, on a day when global markets rallied. The S&P 500 Index was up 1.1%, Dow Jones Industrial Average was up 1.2%, and NASDAQ Composite was up nearly 1.3%. Trading was mixed on Tuesday as new economic data was not so encouraging. U.S. core capital goods orders slipped in March while world trade growth is expected to slow this year. On the other hand, China's manufacturing data had a surprise rebound. Stocks surged before the U.S. markets opened on Wednesday on more trade deal optimism as the Financial Times reported that the United States and China had reached agreements on a majority of issues but were struggling with implementation and enforcement. The enthusiasm faded throughout the day as the ISM Services PMI fell to a near two-year low, and the ADP private-sector jobs report was the weakest since September 2017, with declines in small business and goods producing employment. This did not keep the NASDAQ Composite from closing with a golden cross as the index's 50-day moving average crossed above the 200-day average. The 10-year Treasury yield rose to 2.52%, four basis points higher on the day and 16 basis points higher than the low set in late March. Stocks closed mixed on Thursday following news that President Trump and Chinese officials were prepared to meet in Washington to work on resolving the continuing trade dispute. The NASDAQ was the only major index to finish slightly down 0.05% while the S&P 500 closed up 0.21% followed by the Dow Jones Industrial Average up 0.64%. Stocks closed the week with gains following a favorable Jobs Report for March. The Labor Department reported nonfarm payrolls increased by 196,000, ahead of expectations. The nation's unemployment rate remained at 3.8%.

    Money Talks – March 30, 2019

    Play Episode Listen Later Aug 6, 2021 45:56

    This week your “Money Talks” hosts discuss concern over interest rates, jobless claims, and year-to-date sector returns. They also touch on housing news, wholesale trade, and consumer confidence. The experts discuss the situation of a business owner who has a 10-year plan to transition his ownership to employees but is concerned about what can happen in that time-frame. They talk about buy-sell agreements, which are contracts to buy and sell a departing business owner's interest. The show hosts also answer listeners' questions on emerging market funds vs. the S&P 500 Index, determining the need for long-term care insurance when one has no heirs, and the available riders for disability insurance policies.

    Money Talks – June 8, 2019

    Play Episode Listen Later Aug 6, 2021 46:22

    This week on “Money Talks,” your hosts are joined by special guest expert Rob Kling from Corporate Tax Advisors. The hosts discuss the week's market movements and focus on year-to-date sector performance. With Rob, the experts discuss some of the specialized tax credits and deductions businesses can take, including research and development credits, cost segregation, and Section 179D. The show hosts also address a listener's question on investment banker The Goldman Sachs Group, Inc. 

    Money Talks – June 29, 2019

    Play Episode Listen Later Aug 6, 2021 47:23

    This week on “Money Talks,” your hosts cover the week's market movements, housing news including existing home sales, new home sales, and the home price index. They also touch on consumer confidence and first quarter gross domestic product. They also take a closer look at exactly what a financial plan is and how we go about tailoring a plan to a client's specific situation. The hosts round out the show answering listeners' questions on continuing to save to a 401(k) while trying to pay down debt and technology stocks Autohome, Inc. and Splunk, Inc.

    Money Talks - July 13, 2019

    Play Episode Listen Later Aug 6, 2021 47:11

    This week on “Money Talks,” the hosts discuss the week's market action including sector performance and interest rates. The experts also delve into the trend of “elder orphans,” seniors who have no close relatives or children to care for them in their final years. The show hosts also answer listeners' questions on arts and crafts store Michaels, international mutual funds, and inheriting a 529 plan. 

    Money Talks – August 3, 2019

    Play Episode Listen Later Aug 6, 2021 47:26

    This week on “Money Talks,” your hosts cover the Fed's rate cut, the effect Trump's tweets on tariffs had on the market, and second quarter GDP. Now that back-to-school season is here, the experts also shares some advice on the available tax credits for higher education and how to coordinate them with 529 Plan withdrawals. They round out the show answering listeners' questions on “catching up” to other 35-year-olds, selling portfolio losers, surviving an IRS audit, and plant-based meat substitute manufacturer Beyond Meat. 

    Money Talks – August 17, 2019

    Play Episode Listen Later Aug 6, 2021 47:25

    This week on “Money Talks,” the hosts come together to discuss the mid-week 3% dip that likely stemmed from the inversion of the two- and 10-year Treasury bonds. They also take a look at the world economy and the trade war with China. The experts in business exit planning lead a discussion on the options business owners have when selling their business during retirement. They look at the pros and cons of selling internally vs. externally. The show hosts then round out the show answering listeners' questions on how to value a business that is based on the owners' skills, what value stocks available in the market would make good long-term holdings, and investing in cash alternatives for your emergency reserves.

    Money Talks - August 24, 2019

    Play Episode Listen Later Aug 6, 2021 48:34

    Excerpt: This week on “Money Talks,” the experts discuss the week's market performance, interest rates on U.S. Treasury bonds, consumer sentiment, and inflation. The show hosts also take a closer look at how mortgage rates have been affected by interest rates and provide guidance for those who may be looking to refinance their home. The guys round out the show answering listeners' questions on establishing a 401(k) plan for a small business and bank loan exchange-traded funds. 

    Money Talks: September 7, 2019

    Play Episode Listen Later Aug 6, 2021 47:25

    This week on “Money Talks,” the hosts discuss a possible second interest rate cut, global growth, personal income, and consumer sentiment. The experts also delve into a client situation, weighing the differences and benefits between saving to a 401(k) or an IRA. The experts also answer listeners' questions on investing in IPOs, General Electric, and British American Tobacco. They also discuss taking money out of your 401(k) before age 59 ½ and what to do if you overfund your IRA. 

    Money Talks - September 14, 2019

    Play Episode Listen Later Aug 6, 2021 47:21

    This week on “Money Talks,” the show hosts discuss the year-to-date sector performance, focusing on the counter cyclical sectors Energy, Utilities, and Real Estate. They also touch on the Employment Situation, the Producer Price Index, and mortgage rates. The experts compare saving money to a Roth IRA for tax-free retirement funds versus taking the tax break now by saving pre-tax money to a 401(k). The show hosts also answer listeners' questions on IRA to Roth IRA conversions and e-commerce platform Shopify. 

    Money Talks – November 23, 2019

    Play Episode Listen Later Aug 6, 2021 46:07

    This week on “Money Talks,” the hosts team up to discuss the market's year-to-date performance, the latest Retail Sales report, what is expected for the holiday shopping season, and how much the strong consumer will likely spend. They touch on housing, Industrial Production, and weekly Jobless Claims. The experts also provide listeners with some useful year-end planning tips that cover estate, tax, investment, and financial planning. They also answer a listener's three-part question on energy stocks Chevron and ExxonMobil, gifting stock shares to children, and Amazon's price target for 2020.

    Money Talks – September 21, 2019

    Play Episode Listen Later Aug 6, 2021 47:26

    This week on “Money Talks,” the show hosts are joined by Roger Tutterow Ph.D., Henssler Financial Endowed Chair, Director of the Econometric Center and Professor of Economics at Kennesaw State University to discuss where the market is today compared to last year's fourth-quarter pull back, retail sales and the overnight lending rate cut by the Federal Open Market Committee. The hosts also discuss how Georgia has recovered from the Great Recession compared to the national average. The experts also answer listeners questions on aerospace company Woodward Inc. and e-commerce company Alibaba and explain the Fed's overnight repo operations.

    Claim Money Talks Radio Show - Atlanta, GA

    In order to claim this podcast we'll send an email to with a verification link. Simply click the link and you will be able to edit tags, request a refresh, and other features to take control of your podcast page!

    Claim Cancel