Podcast terbaik Henssler (2024)

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Henssler Money Talks - May 11, 2024 45:31

10h ago45:31

45:31

Send us a Text Message. 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 the week’…

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Case Study: Actively and Passively Managed Investments 12:22

3d ago12:22

12:22

Send us a Text Message. 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 adviser may rec…

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Henssler Money Talks - May 4, 2024 44:42

6d ago44:42

44:42

Send us a Text Message. 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 Personal In…

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

11d ago11:07

11:07

Send us a Text Message. 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-stand-sti…

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Henssler Money Talks - April 27, 2024 45:09

14d ago45:09

45:09

Send us a Text Message. 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 Analysts take a d…

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

18d ago12:12

12:12

Send us a Text Message. 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-financial-a…

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Henssler Money Talks - April 20, 2024 45:15

21d ago45:15

45:15

Send us a Text Message. 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 Industrial Pr…

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Case Study: Investing as a Couple 13:11

25d ago13:11

13:11

Send us a Text Message. Chief Investment Officer Troy Harmon, CFA, CVA, Senior Associate Logan Daniel, CFP®, CRPC®, and Associate Peter Lynch discuss strategies for a couple who want to make significant strides saving for their future, but don’t know if they should be looking at everything as a whole instead of separate accounts with their own obje…

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Henssler Money Talks - April 13, 2024 44:54

28d ago44:54

44:54

Send us a Text Message. Henssler Money Talks – April 13, 2024 Season 38, Episode 15 This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Senior Associate Logan Daniel, CFP®, CRPC®, and Associate Peter Lynch to cover the news that moved the market including the Consumer Price and Producer Price indices. The hosts …

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Case Study: When to Begin Social Security Benefits 11:23

1M ago11:23

11:23

Send us a Text Message. Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate K.C. Smith, CFP®, CEPA, and Associate Adam Stadalius, CFP®, to explain Henssler Financial’s unique strategy for deciding when to begin Social Security benefits. The decision on when to begin drawing your Social Security benefits should not be mad…

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Henssler Money Talks – April 6, 2024 43:47

1M ago43:47

43:47

Send us a Text Message. Henssler Money Talks – April 6, 2024 Season 38, Episode 14 This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate K.C. Smith, CFP®, CEPA, and Associate Adam Stadalius, CFP®, to summarize the week’s market movements and cover the Manufacturing and Nonmanufacturing indices. …

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Henssler Money Talks - March 30, 2024 (Repeat) 44:34

1M ago44:34

44:34

Send us a Text Message. This week on Money Talks, we’ll be off for the Easter holiday. However, you can still tune in to listen to some of our best case studies and listener questions from the past few weeks. In the meantime, we’re here to answer your financial questions. Email us at DrGene@henssler.com…

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Case Study: Worst and Best Assets to Inherit 15:26

2M ago15:26

15:26

Send us a Text Message. Estate Planning Attorney Arun Gupta joins Chief Investment Officer Troy Harmon, CFA, CVA, and Research Analyst Nick Antonucci, CVA, CEPA, to highlight some of the most difficult assets to leave to heirs, and why it is best to manage expectations about inheritance, ensuring heirs have realistic expectations about what they ma…

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Henssler Money Talks - March 23, 3024 45:23

2M ago45:23

45:23

Send us a Text Message. Henssler Money Talks – March 23, 2024 Season 38, Episode 12 This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Estate Planning Attorney Arun Gupta and Research Analyst Nick Antonucci, CVA, CEPA, to cover the University of Michigan Consumer Sentiment Survey, New Residential Construction, …

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Case Study: Money Left in a 529 Plan 14:00

2M ago14:00

14:00

Send us a Text Message. Chief Investment Officer Troy Harmon, CFA, CVA, Managing Associate Jarrett McKenzie, CFP®, and Associate Adam Stadalius, CFP®, take a deeper dive into the SECURE Act 2.0 provision allowing for Roth IRA rollovers from a 529 Plan. Read the Article: https://www.henssler.com/navigating-new-rules-roth-ira-rollover-options-for-unu…

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Henssler Money Talks – March 16, 2024 45:27

2M ago45:27

45:27

Send us a Text Message. Henssler Money Talks – March 16, 2024 Season 38, Episode 11 This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined Managing Associate Jarrett McKenzie, CFP®, and Associate Adam Stadalius, CFP®, to cover February’s employment situation, the Consumer and Producer Price indices, and retail sales. …

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Case Study: Repurposing Life Insurance as an Estate Planning Tool 11:46

2M ago11:46

11:46

Send us a Text Message. Chief Investment Officer Troy Harmon, CFA, CVA, is joined Jim Crone, CFS®, CLU®, Director of Insurance Planning, and Associate Giuliana Barbagelata, CFP®, to discuss how life insurance can help wealthy families who may be susceptible to estate tax issues—especially if the expanded estate tax exemption limits expire and rever…

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Henssler Money Talks - March 9, 2024 43:38

2M ago43:38

43:38

Send us a Text Message. Henssler Money Talks – March 9, 2024 Season 38, Episode 10 This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Jim Crone, CFS®, CLU®, Director of Insurance Planning, and Associate Giuliana Barbagelata, CFP®, to discuss the ISM Manufacturing and Nonmanufacturing indices, Consumer Sentiment…

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Case Study: Using a 401(k) Payout to Pay off Student Loans 12:56

2M ago12:56

12:56

Send us a Text Message. Chief Investment Officer Troy Harmon, CFA, CVA, and Associates Peter Lynch and Josh Weidie, CFP®, CWS®, advise a family about the missed opportunities when taking a payout from a 401(k) to pay off their child’s student loans. Read the Article: https://www.henssler.com/found-money-should-you-use-an-old-401k-to-pay-off-a-child…

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Henssler Money Talks - March 2, 2024 45:00

2M ago45:00

45:00

Send us a Text Message. Henssler Money Talks – March 2, 2024 Season 38, Episode 9 This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined Associates Peter Lynch and Josh Weidie, CFP®, CWS®, to discuss the second reading of fourth-quarter 2023 GDP, the PCE Deflator and the February Conference Board Consumer Confidence r…

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Investment Whys: Economic Outlook 12:11

2M ago12:11

12:11

Send us a Text Message. Chief Economic Adviser Roger Tutterow, Ph.D., joins Chief Investment Officer Troy Harmon, CFA, CVA, and Managing Associate K. C. Smith, CFP®, CEPA, to cover the conflicting signals in the economy, with indicators like an inverted yield curve suggesting a recession while other factors point to growth. Read the Article: https:…

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Henssler Money Talks - February 24, 2024 45:04

3M ago45:04

45:04

Send us a Text Message. Henssler Money Talks – February 24, 2024 Season 38, Episode 8 This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Chief Economic Adviser Roger Tutterow, Ph.D., and Managing Associate K. C. Smith, CFP®, CEPA, to cover January’s Producer Price Index, the University of Michigan consumer Sent…

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Case Study: The Final Tax Return 12:11

3M ago12:11

12:11

Send us a Text Message. Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Senior Associate Michael Griffin, CFP®, and Jessie Thomas, Tax Manager with CPA Henssler CPAs & Advisers, to recommend actions an investor and his son can do when filing the final tax return for his deceased wife. Read the Article: https://www.henssler.com/death-ta…

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Henssler Money Talks - February 17, 2024 44:00

3M ago44:00

44:00

Send us a Text Message. Henssler Money Talks – February 17, 2024 Season 38, Episode 7 This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Senior Associate Michael Griffin, CFP®, and Jessie Thomas, Tax Manager with CPA Henssler CPAs & Advisers, to cover January’s Consumer Price Index, Retail Sales, and the slight…

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Case Study: Rebalancing Your 401(k) 13:47

3M ago13:47

13:47

Send us a Text Message. Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Justin Wagner, AIF®, Client Relationship - Retirement Services, and Associate Giuliana Barbagelata, CFP®, to provide advice for a couple who treat their 401(k)s quite differently—she actively trades her investments while he hasn’t even looked at his in three years!…

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Henssler Money Talks - February 10, 2024 44:29

3M ago44:29

44:29

Send us a Text Message. Henssler Money Talks – February 10, 2024 Season 38, Episode 6 This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Justin Wagner, AIF®, Client Relationship - Retirement Services, and Associate Giuliana Barbagelata, CFP®, to cover January’s employment situation, the University of Michigan C…

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Case Study: Portfolio Moves and Politics 12:07

3M ago12:07

12:07

Send us a Text Message. Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate Jarrett McKenzie, CFP®, CWS®, and Associate Josh Weidie, CFP®, CWS®, provide some tips for investors who are fretting how the November election will affect their portfolio. Read the Article: https://www.henssler.com/steps-to-ensure-your-portfolio…

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Henssler Money Talks – February 3, 2024 43:57

3M ago43:57

43:57

Send us a Text Message. Henssler Money Talks – February 3, 2024 Season 38, Episode 5 This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate Jarrett McKenzie, CFP®, CWS®, and Associate Josh Weidie, CFP®, CWS®, to cover Consumer Confidence, the Fed’s first monetary policy meeting of the year, and j…

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Case Study: Tax Tips for the Self-Employed 11:46

3M ago11:46

11:46

Send us a Text Message. Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Erik Kramschuster, CPA/PFS, a Tax Senior Manager with Henssler CPAs & Advisers, and Associate Clay Norman, CFP®, to provide some tax tips for self-employed individuals, touching on self-employment tax and the available deductions those who work for themselves can t…

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Henssler Money Talks - January 27, 2024 44:32

4M ago44:32

44:32

Send us a Text Message. Henssler Money Talks – January 27, 2024 Season 38, Episode 4 This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Erik Kramschuster, CPA/PFS, a Tax Senior Manager with Henssler CPAs & Advisers, and Associate Clay Norman, CFP®, to cover the University of Michigan Consumer Sentiment Survey, …

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Case Study: Understanding a Reverse Mortgage 11:38

4M ago11:38

11:38

Send us a Text Message. Managing Associate K.C. Smith, CFP®, CEPA, and Associate Adam Stadalius, CFP®, and Chief Investment Officer Troy Harmon, CFA, CVA, provide insight for a widow whose late husband took out a reverse mortgage on their home nearly 15 years ago. They discuss what a reverse mortgage is and what it means for her assets and estate g…

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Henssler Money Talks - January 20, 2024 44:43

4M ago44:43

44:43

Send us a Text Message. Henssler Money Talks – January 20, 2024 Season 38, Episode 3 This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate K.C. Smith, CFP®, CEPA, and Associate Adam Stadalius, CFP® to cover the week’s market action, the Producer Price Index, Retail Sales, and Industrial Producti…

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Case Study: Paying off a Mortgage before Retirement 11:08

4M ago11:08

11:08

Send us a Text Message. Research Analyst Nick Antonucci, CVA, CEPA, joins Senior Associate Michael Griffin, CFP®, and Associate Peter Lynch to provide advice for a couple who have different opinions on paying off their mortgage before retirement. They weigh the options between carrying mortgage debt and cash flow once the couple stops working. Read…

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Henssler Money Talks – January 13, 2024 43:36

4M ago43:36

43:36

Send us a Text Message. Henssler Money Talks – January 13, 2024 Season 38, Episode 2 This week on “Money Talks,” Research Analyst Nick Antonucci, CVA, CEPA, joins Senior Associate Michael Griffin, CFP®, and Associate Peter Lynch to cover December’s employment numbers, the ISM Services Index and December’s Consumer Price Index reading. The hosts als…

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Case Study: Divorce: Unwinding 20 years of combined assets 15:31

4M ago15:31

15:31

Send us a Text Message. Chief Investment Officer Troy Harmon, CFA, CVA, Managing Associate D.J. Barker, CWS®, and Associate Josh Weidie, CFP®, CWS®, provide advice for a couple of investors who have decided on a divorce and are in the process of unwinding 20 years of combined finances and assets. Read the Article: https://www.henssler.com/new-year-…

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Henssler Money Talks – January 6, 2024 46:32

4M ago46:32

46:32

Send us a Text Message. Henssler Money Talks – January 6, 2024 Season 38, Episode 1 This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate D.J. Barker, CWS®, and Associate Josh Weidie, CFP®, CWS®, to cover the week’s market performance, the ISM Manufacturing Index, and the minutes from the Decemb…

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Henssler Money Talks - December 30, 2023 45:04

4M ago45:04

45:04

Send us a Text Message. Henssler Money Talks – December 30, 2023 Season 37, Episode 52 This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by fellow Research Analysts Nick Antonucci, CVA, CEPA, and Jacob Keen, CFA, to discuss the market’s performance during 2023 and look ahead to what trends we may see in 2024. The…

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Henssler Money Talks - December 23, 2023 (Repeat) 44:16

5M ago44:16

44:16

Send us a Text Message. This week on Money Talks, we are taking a look back at our best case studies and conversations from the last few weeks, while we celebrate the holiday. We wish a very Merry Christmas to all those who celebrate. Join us for the best of “Money Talks” your trusted resource for your money, your future, your life.…

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Case Study: The Retirement Sweet Spot 11:48

5M ago11:48

11:48

Send us a Text Message. Managing Associate Jarrett McKenzie, CFP®, CWS®, and Associate Clay Norman, CFP®, join Chief Investment Officer Troy Harmon, CFA, CVA, to provide advice for an investor who is entering the “sweet spot” of retirement when one’s income taxes may be at their lowest level before they take required minimum distributions. Read the…

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Henssler Money Talks - December 16, 2023 45:06

5M ago45:06

45:06

Send us a Text Message. Henssler Money Talks – December 16, 2023 Season 37, Episode 50 This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate Jarrett McKenzie, CFP®, CWS®, and Associate Clay Norman, CFP® to cover the Producer Price and Consumer Price indices, the November Employment Situation, an…

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Case Study: Year-End Financial Moves 10:58

5M ago10:58

10:58

Send us a Text Message. Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Senior Associates Michael Griffin, CFP®, and Logan Daniel, CFP®, CRPC® to provide advice for a couple who are forced to tackle their year-end financial planning on their own—without an adviser to help. The experts highlight the main things that have a hard Dec. 31 …

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Henssler Money Talks – December 9, 2023 44:36

5M ago44:36

44:36

Send us a Text Message. Henssler Money Talks – December 9, 2023 Season 37, Episode 49 This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Senior Associates Michael Griffin, CFP®, and Logan Daniel, CFP®, CRPC® to cover the week’s market action, the ISM Manufacturing and Services indices, and jobless claims. Micha…

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Case Study: Qualified Charitable Distributions 12:03

5M ago12:03

12:03

Send us a Text Message. Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate D.J. Barker, CWS®, and Associate Giuliana Barbagelata, CFP® to provide advice for a couple of investors who are fortunate enough to not need all their required minimum distributions from their retirement accounts for living expenses. D.J. and Giu…

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Henssler Money Talks - December 2, 2023 46:26

5M ago46:26

46:26

Send us a Text Message. Henssler Money Talks – December 2, 2023 Season 37, Episode 48 This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate D.J. Barker, CWS®, and Associate Giuliana Barbagelata, CFP® to cover the week’s market action, New Home Sales, the second reading of third-quarter GDP, and …

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Henssler Money Talks - November 25, 2023 (Repeat) 43:09

6M ago43:09

43:09

Send us a Text Message. This week on Money Talks, we’ll be out of the studio celebrating Thanksgiving and probably even grabbing some of those black Friday sales. We’ll be taking a look back at some of our best case studies and questions. Don’t forget, we’re here to answer your financial questions. Email us at DrGene@henssler.com…

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Case Study: Using Trusts to Pass on Wealth 12:24

6M ago12:24

12:24

Send us a Text Message. Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate Melanie Wells, CFP®, and Associate Peter Lynch explore the situation of a wealthy investor who wants to leave his massive estate to his five grandchildren. With the grandchildren ranging in ages from 3 to 20, the experts consider his option of us…

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Henssler Money Talks – November 18, 2023 44:55

6M ago44:55

44:55

Send us a Text Message. Henssler Money Talks – November 18, 2023 Season 37, Episode 46 This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate Melanie Wells, CFP®, and Associate Peter Lynch to cover the week’s economic news, including the Consumer Price and Producer Price indices, Retail Sales, an…

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Case Study: A Bond’s Coupon Rate vs. Yield to Maturity 13:52

6M ago13:52

13:52

Send us a Text Message. Research Analysts, Nick Antonucci, CVA, CEPA, and Jacob Keen, CFA, are joined by Associate Josh Weidie, CFP®, CWS®, to discuss bond interest rates, explaining the difference between coupon rate and yield to maturity. They also analyze how these two rates work with your bond holdings according to the Henssler Ten Year Rule. R…

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Henssler Money Talks - November 11, 2023 44:29

6M ago44:29

44:29

Send us a Text Message. Henssler Money Talks – November 11, 2023 Season 37, Episode 45 This week on “Money Talks,” Research Analysts, Nick Antonucci, CVA, CEPA, and Jacob Keen, CFA, are joined by Associate Josh Weidie, CFP®, CWS®, to discuss October’s Employment Situation, current market conditions, and earnings. The financial experts explore bond …

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Case Study: Georgia Tax Credits 11:26

6M ago11:26

11:26

Send us a Text Message. John Dickson, CPA, CVA, CFP®, Tax Partner with Henssler CPAs & Advisers joins Chief Investment Officer Troy Harmon, CFA, CVA, and Senior Associate Logan Daniel, CFP®, CRPC®, to discuss Georgia tax credits that allow taxpayers to direct their tax money to causes they care about. Read the Article: https://www.henssler.com/the-…

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