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PODCAST

Henssler Money Talks

Henssler Financial

Henssler Money Talks is your trusted resource for your money, your future, your life. We discuss current market conditions and financial planning encompassing spending, saving, taxes, investments, insurance, retirement, estate plans, and more. We are here to answer your financial questions—email drgene@henssler.com or call 1-855-429-9166. Money Talks: Your trusted resource for your money, your future, your life.

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All Episodes

14:56

Case Study: What to Know as an Executor of an Estate

Henssler Money Talks ·

2024/11/05

Text us your financial questions!Original Air Date: November 2, 2024Director of Research, Nick Antonucci, CVA, CEPA, is joined by Managing Associate Melanie Wells, CFP®, and Arun Gupta, Esq., estate planning attorney with Reeves Law P.C. to broke down a situation where a son has been named the executor of his mother’s estate. Arun explores the order in which the process usually follows and the duties of an executor. Read the Article: https://www.henssler.com/beyond-inheritance-the-execut...

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46:04

Henssler Money Talks — November 2, 2024

Henssler Money Talks ·

2024/11/02

Text us your financial questions!Henssler Money Talks — November 2, 2024Season 38, Episode 44This week on "Money Talks," Director of Research, Nick Antonucci, CVA, CEPA, is joined by Managing Associate Melanie Wells, CFP®, and Arun Gupta, Esq., estate planning attorney with Reeves Law P.C. The radio hosts recapped the highs and lows in this week’s market landscape, touching on Consumer Sentiment and Consumer Confidence and the preliminary estimate for third-quarter GDP. Arun joins the show to...

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11:03

Case Study: Creating a Legacy of Philanthropy

Henssler Money Talks ·

2024/10/29

Text us your financial questions! Director of Investments Jacob Keen, CFA, is joined by Senior Associate Michael Griffin, CFP ®, and Associate Peter Lynch, to advise a couple who want to create a legacy of philanthropy with their assets. They discuss donor-advised funds, family foundations, and giving with life insurance. Read the Article: https://www.henssler.com/building-a-legacy-strategic-charitable-giving-options-for-investors

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45:56

Henssler Money Talks - October 26, 2024

Henssler Money Talks ·

2024/10/26

Text us your financial questions!Henssler Money Talks — October 26, 2024Season 38, Episode 43Timestamps and Chapters 00:00: Market Roundup: Oct. 21 – Oct. 25, 202424:21: Case Study: Creating a Legacy of Philanthropy 34:48: Q&A Time: Georgia’s Tax Rebate and Diversifying with International StocksFollow Henssler: Facebook: https://www.facebook.com/HensslerFinancial/ YouTube: https://www.youtube.com/c/HensslerFinancial LinkedIn: https://www.linkedin.com/...

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12:33

Case Study: Test Driving a Retirement Plan

Henssler Money Talks ·

2024/10/22

Text us your financial questions!Managing Associate Jarrett McKenzie, CFP®, CWS®, and Senior Financial Planner Molly Remeika, CFP®, are joined by Director of Investments Jacob Keen, CFA, to break down when investors should consider engaging with a financial adviser and how they can “test drive” their retirement plan. Read the Article: https://www.henssler.com/is-your-retirement-plan-on-track-how-to-know-in-your-40s-and-50s

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45:27

Henssler Money Talks - October 19, 2024

Henssler Money Talks ·

2024/10/19

Text us your financial questions!Henssler Money Talks — October 19, 2024Season 38, Episode 42This week on "Money Talks," Director of Investments Jacob Keen, CFA, is joined by Managing Associate Jarrett McKenzie, CFP®, CWS®, and Senior Financial Planner Molly Remeika, CFP®, to cover the week’s market news, including the Producer Price Index and Consumer Sentiment. Jarrett and Molly break down when investors should consider engaging with a financial adviser and how they can “test drive” their r...

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18:20

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

Henssler Money Talks ·

2024/10/15

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 ages 60 to 63, automatic 401(k) enrollment, and the enforcement of failure to withdraw penalties on inherited IRAs. Read the Article: https...

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45:10

Henssler Money Talks - October 12, 2024

Henssler Money Talks ·

2024/10/12

Text us your financial questions!Henssler Money Talks — October 12, 2024Season 38, Episode 41This 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 Index. The financial experts break down some of the changes coming to retirement accounts in 2025 as part of the phased-in provisions from the Secure A...

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11:15

Case Study: IRA Missteps to Avoid

Henssler Money Talks ·

2024/10/08

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 account.

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44:47

Henssler Money Talks - October 5, 2024

Henssler Money Talks ·

2024/10/05

Text us your financial questions!Henssler Money Talks — October 5, 2024Season 38, Episode 40This 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 and how the uncertainty around the tensions in the Middle East are weighing on the markets. The financial experts advise an investor who recently spli...

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11:51

Case Study: Planning for Changes on the Horizon

Henssler Money Talks ·

2024/10/01

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 Article: https://www.henssler.com/estate-and-tax-planning-in-a-changing-political-landscape

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46:44

Henssler Money Talks — September 28, 2024

Henssler Money Talks ·

2024/09/28

Text us your financial questions!Henssler Money Talks — September 28, 2024Season 38, Episode 39This 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 Consumer Confidence Survey. Melanie and Jessie explore the planning opportunities that may be on the horizon with the sunsetting provisions from the Tax Cuts...

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13:40

Case Study: Preparing Your Spouse Financially for...

Henssler Money Talks ·

2024/09/24

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 meetings with their trusted advisers. Read the Article: https://www.henssler.com/avoid-financial-isolation-a-plan-for-surviving-spouses

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45:43

Henssler Money Talks — September 21, 2024

Henssler Money Talks ·

2024/09/21

Text us your financial questions!Henssler Money Talks — September 21, 2024Season 38, Episode 38This 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 how the move will affect treasury bonds, mortgage rates and consumers. D.J. and Josh provide advice for a couple preparing for one spouse to die. They ...

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11:46

Case Study: Investors Who Want to Stay in Cash

Henssler Money Talks ·

2024/09/17

Text us your financial questions!Henssler Money Talks — September 14, 2024 Case StudySeason 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 other cash equivalents. They discuss locking in returns with bonds and how we would apply the Ten Year Rule to their situation. Read the Art...

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44:45

Henssler Money Talks — September 14, 2024

Henssler Money Talks ·

2024/09/14

Text us your financial questions!Henssler Money Talks — September 14, 2024Season 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 and Producer Price indices. Jarrett leads a discussion on investors who have nearly 70% of their portfolio in money markets and other cash equiva...

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17:56

Case Study: Sell Strategies

Henssler Money Talks ·

2024/09/10

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.Read the Article: https://www.henssler.com/building-a-sell-strategy-balancing-risk-tax-efficiency-and-retirement-needs

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45:12

Henssler Money Talks — September 7, 2024

Henssler Money Talks ·

2024/09/07

Text us your financial questions!Henssler Money Talks — September 7, 2024Season 38, Episode 36This 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 and the University of Michigan Consumer Sentiment Survey. The financial experts discuss an investor’s situation, as he is 10 years from his retiremen...

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45:12

Henssler Money Talks - August 31, 2024 (Repeat)

Henssler Money Talks ·

2024/08/31

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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20:05

Case Study: Common Sense Financial Lessons

Henssler Money Talks ·

2024/08/27

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 the Article: https://www.henssler.com/financial-fundamentals-understanding-inflation-and-strategic-dividend-reinvestment

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