Best Henssler Financial Podcasts (2024)

1
Henssler Money Talks — July 20, 2024 45:45

1h 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…

1
Case Study: Net Unrealized Appreciation 12:00

2h 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…

1
Henssler Money Talks - July 13, 2024 44:30

2h 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…

1
Henssler Money Talks — July 6, 2024 - Repeat 44:58

7d 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…

1
Case Study: Managing a Minor’s Money 18:15

11d 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…

1
Henssler Money Talks - June 29, 2024 44:43

20d 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…

1
Case Study: Withdrawing from a Roth IRA 10:11

20d 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…

1
Henssler Money Talks - June 22, 2024 43:43

23d 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…

1
Case Study: Chasing Market Returns 18:37

27d 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…

1
Henssler Money Talks - June 15, 2024 46:30

30d 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…

1
Case Study: Tax Benefits for Parents of Disabled Children 11:33

1M 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…

1
Henssler Money Talks - June 8, 2024 45:24

1M 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…

1
Case Study: Bond Investing 18:19

1M 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…

1
Henssler Money Talks — June 1, 2024 43:36

1M 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 …

1
Case Study: Planning When Retirement is 25 Years Away 12:04

2M 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…

1
Henssler Money Talks — May 25, 2024 43:08

2M 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…

1
Case Study: Roth IRA Retirement Income Strategy 11:42

2M 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…

1
Henssler Money Talks - May 18, 2024 44:42

2M 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…

1
Case Study: Pitfalls that Could Derail Your Retirement 15:25

2M 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-…

1
Henssler Money Talks - May 11, 2024 45:31

2M 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…

1
Case Study: Actively and Passively Managed Investments 12:22

2M 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…

1
Henssler Money Talks - May 4, 2024 44:42

2M 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…

1
Case Study: Trends in the Economy and Stock Market 11:07

3M 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…

1
Henssler Money Talks - April 27, 2024 45:09

3M 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…

1
Case Study: Financial Moves Coming Out of Tax Season 12:12

3M 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…

1
Henssler Money Talks - April 20, 2024 45:15

3M 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…

1
Case Study: Investing as a Couple 13:11

3M ago13:11

13:11

Text us your financial questions! 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 thei…

1
Henssler Money Talks - April 13, 2024 44:54

3M ago44:54

44:54

Text us your financial questions! 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. …

1
Case Study: When to Begin Social Security Benefits 11:23

3M ago11:23

11:23

Text us your financial questions! 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 …

1
Henssler Money Talks – April 6, 2024 43:47

3M ago43:47

43:47

Text us your financial questions! 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…

1
Henssler Money Talks - March 30, 2024 (Repeat) 44:34

4M ago44:34

44:34

Text us your financial questions! 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…

1
Case Study: Worst and Best Assets to Inherit 15:26

4M ago15:26

15:26

Text us your financial questions! 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 wh…

1
Henssler Money Talks - March 23, 3024 45:23

4M ago45:23

45:23

Text us your financial questions! 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 Cons…

1
Case Study: Money Left in a 529 Plan 14:00

4M ago14:00

14:00

Text us your financial questions! 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-optio…

1
Henssler Money Talks – March 16, 2024 45:27

4M ago45:27

45:27

Text us your financial questions! 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 reta…

1
Case Study: Repurposing Life Insurance as an Estate Planning Tool 11:46

4M ago11:46

11:46

Text us your financial questions! 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…

1
Henssler Money Talks - March 9, 2024 43:38

4M ago43:38

43:38

Text us your financial questions! 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…

1
Case Study: Using a 401(k) Payout to Pay off Student Loans 12:56

4M ago12:56

12:56

Text us your financial questions! 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-o…

1
Henssler Money Talks - March 2, 2024 45:00

5M ago45:00

45:00

Text us your financial questions! 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 Co…

1
Investment Whys: Economic Outlook 12:11

5M ago12:11

12:11

Text us your financial questions! 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 Artic…

1
Henssler Money Talks - February 24, 2024 45:04

5M ago45:04

45:04

Text us your financial questions! 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 con…

1
Case Study: The Final Tax Return 12:11

5M ago12:11

12:11

Text us your financial questions! 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.co…

1
Henssler Money Talks - February 17, 2024 44:00

5M ago44:00

44:00

Text us your financial questions! 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 …

1
Case Study: Rebalancing Your 401(k) 13:47

5M ago13:47

13:47

Text us your financial questions! 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 th…

1
Henssler Money Talks - February 10, 2024 44:29

5M ago44:29

44:29

Text us your financial questions! 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 …

1
Case Study: Portfolio Moves and Politics 12:07

5M ago12:07

12:07

Text us your financial questions! 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…

1
Henssler Money Talks – February 3, 2024 43:57

5M ago43:57

43:57

Text us your financial questions! 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 y…

1
Case Study: Tax Tips for the Self-Employed 11:46

6M ago11:46

11:46

Text us your financial questions! 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 themse…

1
Henssler Money Talks - January 27, 2024 44:32

6M ago44:32

44:32

Text us your financial questions! 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 Sentimen…

1
Case Study: Understanding a Reverse Mortgage 11:38

6M ago11:38

11:38

Text us your financial questions! 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 an…

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