A(z) Henssler Financial csatorna legjobb podcastjai (2024)

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

21d ago13:40

13:40

Text us your financial questions! Research Analyst Nick Antonucci, CVA, CEPA is joined by Managing Associate D.J. Barker, CWS®, and Associate Josh Weidie, CFP®, CWS® provide advice for a couple preparing for one spouse to die. They cover the importance of using a records organizer, titling accounts, Powers of Attorney, and including the spouse in m…

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

7h ago18:20

18:20

Text us your financial questions! Director of Research, Nick Antonucci, CVA, CEPA, is joined by Managing Associates K.C. Smith, CFP®, CEPA, and D.J. Barker, CWS® to break down some of the changes coming to retirement accounts in 2025 as part of the phased-in provisions from the Secure 2.0 Act, including souped-up catch-up contributions for those ag…

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Henssler Money Talks - October 12, 2024 45:10

4d ago45:10

45:10

Text us your financial questions! Henssler Money Talks — October 12, 2024 Season 38, Episode 41 This week on "Money Talks," Director of Research, Nick Antonucci, CVA, CEPA, is joined by Managing Associates K.C. Smith, CFP®, CEPA, and D.J. Barker, CWS® to discuss September’s employment situation, International Trade, and September’s Consumer Price I…

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Case Study: IRA Missteps to Avoid 11:15

7d ago11:15

11:15

Text us your financial questions! Director of Research, Nick Antonucci, CVA, CEPA, is joined by Managing Associate K.C. Smith, CFP®, CEPA, and Associate Giuliana Barbagelata, CFP® to advise an investor who recently split from her partner and knows nothing about her IRA—how much she’s contributed, what she’s invested in, and what she can do with the…

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Henssler Money Talks - October 5, 2024 44:47

10d ago44:47

44:47

Text us your financial questions! Henssler Money Talks — October 5, 2024 Season 38, Episode 40 This week on "Money Talks," Director of Research, Nick Antonucci, CVA, CEPA, is joined by Managing Associate K.C. Smith, CFP®, CEPA, and Associate Giuliana Barbagelata, CFP® to cover the week’s economic news including the latest report on Personal Income …

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

14d ago11:51

11:51

Text us your financial questions! Director of Investments Jacob Keen, CFA, is joined by Managing Associate Melanie Wells, CFP®, and Tax Manager Jessie Thomas, CPA, to explore the planning opportunities that may be on the horizon with the sunsetting provisions from the Tax Cuts and Jobs Act, a new presidential administration and Congress. Read the A…

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Henssler Money Talks — September 28, 2024 46:44

17d ago46:44

46:44

Text us your financial questions! Henssler Money Talks — September 28, 2024 Season 38, Episode 39 This week on "Money Talks," Director of Investments Jacob Keen, CFA, is joined by Managing Associate Melanie Wells, CFP®, and Tax Manager Jessie Thomas, CPA, to discuss the week’s economic news, including housing data and the Conference Board’s Consume…

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Henssler Money Talks — September 21, 2024 45:43

24d ago45:43

45:43

Text us your financial questions! Henssler Money Talks — September 21, 2024 Season 38, Episode 38 This week on "Money Talks," Research Analyst Nick Antonucci, CVA, CEPA is joined by Managing Associate D.J. Barker, CWS®, and Associate Josh Weidie, CFP®, CWS® focusing on the Federal Reserve’s aggressive start to easing monetary policy. They discuss h…

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

28d ago11:46

11:46

Text us your financial questions! Henssler Money Talks — September 14, 2024 Case Study Season 38, Episode 37 Research Analyst Jacob Keen, CFA, is joined by Managing Associate Jarrett McKenzie, CFP®, CWS®, and Senior Financial Planner Jacob Pritchard, CFP®, in a discussion about investors who have nearly 70% of their portfolio in money markets and o…

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Henssler Money Talks — September 14, 2024 44:45

1M ago44:45

44:45

Text us your financial questions! Henssler Money Talks — September 14, 2024 Season 38, Episode 37 This week on "Money Talks," Research Analyst Jacob Keen, CFA, is joined by Managing Associate Jarrett McKenzie, CFP®, CWS®, and Senior Financial Planner Jacob Pritchard, CFP®, to cover the August Jobs Report, and inflation measures the Consumer Price a…

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Case Study: Sell Strategies 17:56

1M ago17:56

17:56

Text us your financial questions! Research Analyst Nick Antonucci, CVA, CEPA, Managing Associate K.C. Smith, CFP®, CEPA, and Senior Financial Planner Molly Remeika, CFP®, discuss making smart decisions about what, when, and how much to sell from your portfolio, including key strategies for maximizing income, managing risk, and avoiding tax pitfalls…

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Henssler Money Talks — September 7, 2024 45:12

1M ago45:12

45:12

Text us your financial questions! Henssler Money Talks — September 7, 2024 Season 38, Episode 36 This week on "Money Talks," Research Analyst Nick Antonucci, CVA, CEPA is joined by Managing Associate K.C. Smith, CFP®, CEPA, and Senior Financial Planner Molly Remeika, CFP®, to discuss the weekly action in the market, the PCE Deflator, interest rates…

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

2M ago45:12

45:12

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

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Case Study: Common Sense Financial Lessons 20:05

2M ago20:05

20:05

Text us your financial questions! Research Analyst Jacob Keen, CFA, is joined by Managing Associate D.J. Barker, CWS®, and Senior Financial Planner Billy Collins, EA, to explain some common-sense financial lessons, simple principles that every investor should know but often overlook, especially during times of market volatility or excitement. Read …

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Henssler Money Talks — August 24, 2024 45:48

2M ago45:48

45:48

Text us your financial questions! Henssler Money Talks — August 24, 2024 Season 38, Episode 34 This week on "Money Talks," Research Analyst Jacob Keen, CFA, is joined by Managing Associate D.J. Barker, CWS®, and Senior Financial Planner Billy Collins, EA, to discuss the market’s moves, the minutes from the July Federal Open Market Committee meeting…

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

2M ago12:22

12:22

Text us your financial questions! On the road to retirement, people often make several common mistakes that can hinder their financial security and overall retirement experience. Research Analyst Jacob Keen, CFA, Senior Associate Michael Griffin, CFP®, and Associate Peter Lynch delve into some of the potential hazards investors may want to watch ou…

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Henssler Money Talks — August 17, 2024 44:37

2M ago44:37

44:37

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

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

2M ago45:28

45:28

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

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

2M ago12:57

12:57

Text us your financial questions! Research Analyst Nick Antonucci, CVA, CEPA is joined by Senior Associate Michael Griffin, CFP®, and Associate Clay Norman, CFP®, to provide some recommendations for a couple who don’t need the funds from their required minimum distributions to pay living expenses. They discuss charitable contributions, Roth convers…

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Henssler Money Talks - August 3, 2024 45:26

2M ago45:26

45:26

Text us your financial questions! Henssler Money Talks — August 3, 2024 Season 38, Episode 31 This week on "Money Talks," Research Analyst Nick Antonucci, CVA, CEPA is joined by Senior Associate Michael Griffin, CFP®, and Associate Clay Norman, CFP®, to analyze the week's stock market trends, discuss the Fed’s monetary policy meeting, and review th…

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Case Study: Real Estate as an Investment 12:53

3M ago12:53

12:53

Text us your financial questions! Research Analyst Jacob Keen, CFA, Managing Associate Jarrett McKenzie, CFP®, CWS®, and Associate Peter Lynch discuss a couple who want to increase their investment in Real Estate in retirement, as they see their rental units providing a positive cash flow. Read the Article: https://www.henssler.com/navigating-benef…

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Henssler Money Talks - July 27, 2024 45:52

3M ago45:52

45:52

Text us your financial questions! Henssler Money Talks — July 27, 2024 Season 38, Episode 30 This week on "Money Talks," Research Analyst Jacob Keen, CFA, Managing Associate Jarrett McKenzie, CFP®, CWS®, and Associate Peter Lynch discuss The Bureau of Economic Analysis’ preliminary estimate of second quarter GDP and the consumers’ trend in savings.…

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

3M ago11:35

11:35

Text us your financial questions! The Economics Behind Refinancing Your Mortgageexperts@henssler.com által

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Case Study: Holding Illiquid Assets 12:03

3M ago12:03

12:03

Text us your financial questions! July 20, 2024 Henssler Money Talks Episode: Managing Associate D.J. Barker, CWS®, and Senior Associate Logan Daniel, CFP®, CRPC®, are joined by Research Analyst Nick Antonucci, CVA, CEPA, to explore a situation of an investor whose wealth is tied up in illiquid assets like real estate, fine art, or jewelry. They di…

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Henssler Money Talks — July 20, 2024 45:45

3M ago45:45

45:45

Text us your financial questions! Henssler Money Talks — July 20, 2024 Season 38, Episode 29 This week on "Money Talks," Research Analyst Nick Antonucci, CVA, CEPA, is joined by Managing Associate D.J. Barker, CWS®, and Senior Associate Logan Daniel, CFP®, CRPC® to cover Tech’s mid-week tumble and economic releases including June’s Producer Price I…

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Case Study: Net Unrealized Appreciation 12:00

3M ago12:00

12:00

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

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Henssler Money Talks - July 13, 2024 44:30

3M ago44:30

44:30

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

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

3M ago44:58

44:58

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

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

4M ago18:15

18:15

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

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Henssler Money Talks - June 29, 2024 44:43

4M ago44:43

44:43

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

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Case Study: Withdrawing from a Roth IRA 10:11

4M ago10:11

10:11

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

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Henssler Money Talks - June 22, 2024 43:43

4M ago43:43

43:43

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

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Case Study: Chasing Market Returns 18:37

4M ago18:37

18:37

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

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Henssler Money Talks - June 15, 2024 46:30

4M ago46:30

46:30

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

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

4M ago11:33

11:33

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

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Henssler Money Talks - June 8, 2024 45:24

4M ago45:24

45:24

Text us your financial questions! Henssler Money Talks — June 8, 2024 Season 38, Episode 23 This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Senior Associate Logan Daniel, CFP®, CRPC®, and Tax Manager Jessie Thomas, CPA, with Henssler CPAs & Advisers to cover economic news including the Manufacturing and Nonm…

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Case Study: Bond Investing 18:19

4M ago18:19

18:19

Text us your financial questions! Managing Associate Jarrett McKenzie, CFP®, CWS®, and Associate Peter Lynch join Chief Investment Officer Troy Harmon, CFA, CVA, to discuss the unique perspective Henssler has on bond investing, including how they fit into an overall portfolio and when you should be buying them. Read the Article: https://www.henssle…

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Henssler Money Talks — June 1, 2024 43:36

5M ago43:36

43:36

Text us your financial questions! Henssler Money Talks — June 1, 2024 Season 38, Episode 22 This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate Jarrett McKenzie, CFP®, CWS®, and Associate Peter Lynch to cover conflicting information between the University of Michigan Consumer Sentiment Survey …

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Case Study: Planning When Retirement is 25 Years Away 12:04

5M ago12:04

12:04

Text us your financial questions! Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Senior Associate Michael Griffin, CFP®, and Associate Josh Weidie, CFP®, CWS®, to provide a couple advice on saving for retirement; however, they don’t have a clear goal. The financial experts provide some advice on whether the investors should sit down w…

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Henssler Money Talks — May 25, 2024 43:08

5M ago43:08

43:08

Text us your financial questions! Henssler Money Talks — May 25, 2024 Season 38, Episode 21 This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Senior Associate Michael Griffin, CFP®, and Associate Josh Weidie, CFP®, CWS®, to cover the week’s market news, the minutes from the Fed’s May monetary policy meeting an…

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Case Study: Roth IRA Retirement Income Strategy 11:42

5M ago11:42

11:42

Text us your financial questions! Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate K.C. Smith, CFP®, CEPA, and Senior Associate Logan Daniel, CFP®, CRPC®, to discuss a strategy for retirees that allows them to generate tax-free income from their Roth IRA. Read the Article: https://www.henssler.com/from-ira-to-roth-str…

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Henssler Money Talks - May 18, 2024 44:42

5M ago44:42

44:42

Text us your financial questions! Henssler Money Talks — May 18, 2024 Season 38, Episode 20 This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate K.C. Smith, CFP®, CEPA, and Senior Associate Logan Daniel, CFP®, CRPC®, to cover the week’s market movements that led to an all-time high and inflatio…

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Case Study: Pitfalls that Could Derail Your Retirement 15:25

5M ago15:25

15:25

Text us your financial questions! Managing Associate D.J. Barker, CWS®, and Senior Financial Planner Billy Collins join Chief Investment Officer Troy Harmon, CFA, CVA, to discuss pitfalls that many newly retired investors may encounter that could derail their retirement. Read the Article: https://www.henssler.com/the-road-to-retirement-pitfalls-to-…

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Henssler Money Talks - May 11, 2024 45:31

5M ago45:31

45:31

Text us your financial questions! Henssler Money Talks — May 11, 2024 Season 38, Episode 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 Billy Collins to cover April’s Employment Situation, and the ISM Nonmanufacturing Index in addition to…

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Case Study: Actively and Passively Managed Investments 12:22

5M ago12:22

12:22

Text us your financial questions! Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate Jarrett McKenzie, CFP®, CWS®, and Senior Financial Planner Molly Remeika, CFP®, to help some investors new to professional financial planning understand the differences between actively and passively managed investments and why an advis…

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Henssler Money Talks - May 4, 2024 44:42

5M ago44:42

44:42

Text us your financial questions! Henssler Money Talks — May 4, 2024 Season 38, Episode 18 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 Molly Remeika, CFP®, to cover the week’s market movements and economic releases, including P…

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Case Study: Trends in the Economy and Stock Market 11:07

6M ago11:07

11:07

Text us your financial questions! This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, and fellow Research Analysts Nick Antonucci, CVA, CEPA, and Jacob Keen, CFA, take a deeper dive into the trends seen in the stock market, economy, and the possibility of stagflation. Read the Article: https://www.henssler.com/interest-rates…

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Henssler Money Talks - April 27, 2024 45:09

6M ago45:09

45:09

Text us your financial questions! Henssler Money Talks – April 27, 2024 Season 38, Episode 17 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 cover the week’s market action and the first reading of First Quarter 2024 GDP. The Analyst…

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Case Study: Financial Moves Coming Out of Tax Season 12:12

6M ago12:12

12:12

Text us your financial questions! Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Senior Associate Michael Griffin, CFP®, and Associate Giuliana Barbagelata, CFP® highlight some of the financial questions and moves that investors often have after tax season. Read the Article: https://www.henssler.com/hidden-heroes-of-tax-season-how-a-f…

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Henssler Money Talks - April 20, 2024 45:15

6M ago45:15

45:15

Text us your financial questions! Henssler Money Talks – April 20, 2024 Season 38, Episode 16 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 University of Michigan’s Consumer Sentiment Survey, Retail Sales, and Ind…

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