Case Study: The Advantages in Gifting

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körülbelül egy éve 14:17

MP3•Epizód kép

Text us your financial questions!

Original Air Date: November 23, 2024

Director of Research Nick Antonucci, CVA, CEPA, is joined by Managing Associate Jarrett McKenzie, CFP®, CWS®, and Associate Clay Norman, CFP®, to advise a couple interested in gifting money to their family members, offering efficient and beneficial ways to share their wealth.

Read the Article: https://www.henssler.com/giving-with-purpose-maximize-the-impact-of-your-gifts

402 epizódok

#Business News #Trading #Henssler #Investing #News #Money #Business #Personal Finances #Lifestyle #Henssler Financial #Financial #Wealth Management #Financial Planning #Tax #Stock #Wealth Preservation

Case Study: The Advantages in Gifting

Henssler Money Talks

64 subscribers

published körülbelül egy éve

Megosztás

MP3•Epizód kép

Text us your financial questions!

Original Air Date: November 23, 2024

Read the Article: https://www.henssler.com/giving-with-purpose-maximize-the-impact-of-your-gifts

402 epizódok

Minden epizód

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Henssler Money Talks - March 8, 2025 54:27

2 napja54:27

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Text us your financial questions! Henssler Money Talks — March 8, 2025 Season 39, Episode 10 This week on "Henssler Money Talks," show hosts Nick Antonucci, CVA, CEPA, Director of Research, and Managing Associates K.C. Smith, CFP®, CEPA, and D.J. Barker, CWS®, discuss the market’s volatility. Despite only being down 5% from the all-time high, many investors want to pull back as emotions are driving their decision-making. We'll break down recency bias from the past two stellar market years and why short-term swings shouldn’t dictate long-term strategy. We look at how the Henssler Ten Year Rule helps in these market conditions and why investing in high quality companies can make a difference. Focusing on specific sectors, the team considers a listener’s question on the growth opportunities in the Utilities sector and take a closer look at our recent portfolio realignment in the Energy sector. After the break, the hosts discuss how some major insurers, which are facing growing losses because of the California wildfires, are pulling back from insuring lavish homes, making it harder for homeowners to find coverage. We'll look at how this affects consumers, homeowners, landlords, and insurance holdings in the portfolio. Timestamps and Chapters 5:27: Market Volatility, Emotions, and Your Financial Plan 24:22: Sector Focus: Utilities and Energy 38:11: California Wildfires and the Insurance Industry Follow Henssler: Facebook: https://www.facebook.com/HensslerFinancial/ YouTube: https://www.youtube.com/c/HensslerFinancial LinkedIn: https://www.linkedin.com/company/henssler-financial/ Instagram: https://www.instagram.com/hensslerfinancial/ TikTok: https://www.tiktok.com/@hensslerfinancial?lang=en X: https://www.x.com/hensslergroup “Money Talks” is brought to you by Henssler Financial. Sign up for the Money Talks Newsletter: https://www.henssler.com/newsletters/…

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Should the U.S. Have a Sovereign Wealth Fund? 15:34

6 napja15:34

15:34

Text us your financial questions! Original Air Date: March 1, 2025 The “Henssler Money Talks” show hosts Nick Antonucci, CVA, CEPA, Director of Research, and Managing Associates K.C. Smith, CFP®, CEPA, and D.J. Barker, CWS®, explore the idea circulating in Washington of creating a Sovereign Wealth Fund for the United States. They examine the potential benefits and drawbacks, including how such a fund could support infrastructure development for key industries like semiconductors and artificial intelligence, as well as concerns that politically driven investments could distort market valuations. Read the Article: https://www.henssler.com/the-personal-finance-lessons-behind-americas-sovereign-wealth-fund-debate…

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Henssler Money Talks — March 1, 2025 1:00:14

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Text us your financial questions! Henssler Money Talks — March 1, 2025 Season 39, Episode 9 This week on "Henssler Money Talks," show hosts Nick Antonucci, CVA, CEPA, Director of Research, and Managing Associates K.C. Smith, CFP®, CEPA, and D.J. Barker, CWS®, discuss the week’s major news, including Nvidia’s earnings, consumer sentiment, and the latest cost-cutting measures from the Department of Government Efficiency. The team also explores the idea circulating in Washington of creating a Sovereign Wealth Fund for the United States. They examine the potential benefits and drawbacks, including how such a fund could support infrastructure development for key industries like semiconductors and artificial intelligence, as well as concerns that politically driven investments could distort market valuations. After the break, the hosts dive into tipping culture in the service industry, discussing how businesses have integrated digital ordering and payment systems with pre-set tip suggestions—often higher than what customers were traditionally accustomed to. Timestamps and Chapters 5:12: Nvidia Earnings, Consumer Sentiment, DOGE Committee 26:28: Should the U.S. Have a Sovereign Wealth Fund? 41:46: Tipping and the Services Sector Follow Henssler: Facebook: https://www.facebook.com/HensslerFinancial/ YouTube: https://www.youtube.com/c/HensslerFinancial LinkedIn: https://www.linkedin.com/company/henssler-financial/ Instagram: https://www.instagram.com/hensslerfinancial/ TikTok: https://www.tiktok.com/@hensslerfinancial?lang=en X: https://www.x.com/hensslergroup “Money Talks” is brought to you by Henssler Financial. Sign up for the Money Talks Newsletter: https://www.henssler.com/newsletters/…

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Punt Taxes or Pay Taxes 19:12

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19:12

Text us your financial questions! Original Air Date: February 22, 2025 The “Henssler Money Talks,” show hosts Nick Antonucci, CVA, CEPA, Director of Research, and Managing Associates K.C. Smith, CFP®, CEPA, and D.J. Barker, CWS®, welcome Matthew Reed, CPA/ABV, a Tax Director with Henssler CPAs & Advisers, to join them in a strategy session about investors facing a key tax decision. They could either delay paying taxes until they withdrew their required minimum distributions—potentially resulting in higher lifetime taxes—or pay taxes now by converting funds to a Roth IRA, thereby reducing their lifetime tax liability and potentially increasing their overall portfolio growth. Read the Article: https://www.henssler.com/pay-now-save-later-a-case-for-roth-conversions-in-retirement…

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Henssler Money Talks - February 22, 2025 1:00:48

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Text us your financial questions! Henssler Money Talks — February 22, 2025 Season 39, Episode 8 This week on "Henssler Money Talks," show hosts Nick Antonucci, CVA, CEPA, Director of Research, and Managing Associates K.C. Smith, CFP®, CEPA, and D.J. Barker, CWS®, welcome Matthew Reed, CPA/ABV, a Tax Director with Henssler CPAs & Advisers, to discuss the benefits of having your financial adviser and CPA collaborate throughout the year to effectively manage your tax situation. The hosts and Matthew also break down a strategy session that K.C. and Matthew conducted for clients facing a key tax decision. The investors could either delay paying taxes until they withdraw their required minimum distributions—potentially resulting in higher lifetime taxes—or pay taxes now by converting funds to a Roth IRA, thereby reducing their lifetime tax liability and potentially increasing their overall portfolio growth. Timestamps and Chapters 5:50: Market Returns, Earnings Season, and Fed Minutes 15:54: Financial and Tax Advisers: Working in Concert 37:14: Punt Taxes or Pay Taxes 54:25: Future of the Tax Cuts and Jobs Act Follow Henssler: Facebook: https://www.facebook.com/HensslerFinancial/ YouTube: https://www.youtube.com/c/HensslerFinancial LinkedIn: https://www.linkedin.com/company/henssler-financial/ Instagram: https://www.instagram.com/hensslerfinancial/ TikTok: https://www.tiktok.com/@hensslerfinancial?lang=en X: https://www.x.com/hensslergroup “Money Talks” is brought to you by Henssler Financial. Sign up for the Money Talks Newsletter: https://www.henssler.com/newsletters/…

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Henssler Money Talks - February 15, 2025 59:15

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Henssler Money Talks — January 25, 2025 59:09

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Financial Independence, Retire Early 15:21

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Henssler Money Talks — January 18, 2025 56:03

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56:03

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