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-adviser-can-help

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 Production. Michael and Giuliana highlight some of the financial questions and moves that investors often have after tax season. The financial experts also answer listeners’ questions on paying estate tax and if IRAs are “judgement proof.” Timestamps and Chapters 00:00 Market Roundup: April 15 – April 19, 202423:46 Case Study: Financial Moves Coming Out of Tax Season35:02 Q&A Time: Estate Tax and if IRAs are “Judgement Proof” 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/

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 objective. Read the Article: https://www.henssler.com/from-i-do-to-we-will-how-marriage-impacts-your-finances

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 discuss the price increases and what moves the Fed might make in their fight against inflation. Logan and Peter 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 objective. The host finish the show with a listener’s question on if it is too late to start saving for retirement. Timestamps and Chapters  00:00 Market Roundup: April 8 – April 12, 2024 23:08 Case Study: Investing as a Couple 35:52 Q&A Time: How late is too late to start saving for retirement? 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/

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 made in the vacuum of which option provides the greater cumulative benefit.  Read the Article: https://www.henssler.com/planning-your-retirement-balancing-social-security-and-investment-growth

Henssler Money Talks – April 6, 2024Season 38, Episode 14This 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. K.C. and Adam explain Henssler Financial’s unique strategy for deciding when to begin Social Security benefits. The hosts continue the theme answering listeners’ questions on Social Security survivors’ benefits and if a pension will affect how much Social Security benefit is received. Timestamps and Chapters00:00 Market Roundup: April 1 – April 5, 202422:11 Case Study: When to Begin Social Security Benefits32:35 Q&A Time: Social Security Survivors’ Benefit and Windfall Elimination ProvisionFollow 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/

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

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 may receive. Read the Article: https://www.henssler.com/from-treasure-to-burden-the-challenges-of-inheriting-material-wealth

Henssler Money Talks – March 23, 2024Season 38, Episode 12This 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, and the March Federal Open Market Committee meeting. In response to a case study about settling an estate, Arun highlights some of the most difficult assets to leave to heirs as well as some of the best assets to inherit. Troy and Nick wrap up the show by answering a listener’s question on whether he should invest in equities now while he has cash on the sidelines.Timestamps and Chapters00:00 Market Roundup: Mar. 18 – Mar. 22, 202423:49 Case Study: Worst and Best Assets to Inherit38:42 Q&A Time: Buy Now or Wait for a Pullback?  Follow Henssler:  Facebook: https://www.facebook.com/HensslerFinancial/ YouTube:  https://www.youtube.com/c/HensslerFinancial LinkedIn: https://www.linkedin.com/company/henssler-financial/ X: https://www.x.com/hensslergroup Instagram: https://www.instagram.com/hensslerfinancial/ TikTok: https://www.tiktok.com/@hensslerfinancial?lang=en  “Money Talks” is brought to you by Henssler Financial. Sign up for the Money Talks Newsletter: https://www.henssler.com/newsletters/

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-unused-529-plan-funds

Henssler Money Talks – March 16, 2024Season 38, Episode 11This 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. Jarrett takes a deeper dive into the SECURE Act 2.0  provision allowing for Roth IRA rollovers from a 529 Plan. The experts end the show with a listener’s question on how dividend-paying stocks will fare should the Fed lower interest rates.Timestamps and Chapters00:00 Market Roundup: Mar. 11 – Mar. 15, 202422:09 Case Study: Money Left in a 529 Plan35:38 Q&A Time: Dividend-Paying Stocks and Interest RatesFollow 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/

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 revert to 2017 levels. Read the Article: https://www.henssler.com/the-role-of-irrevocable-life-insurance-trusts-in-estate-planning

Henssler Money Talks – March 9, 2024Season 38, Episode 10This 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, and the week’s market moves. Jim highlights 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 revert to 2017 levels. The experts round out the show by answering a listener’s question on Medigap policies.Timestamps and Chapters00:00 Market Roundup: Mar. 4 – Mar. 8, 202422:46 Case Study: Repurposing Life Insurance as an Estate Planning Tool34:00 Q&A Time: Medigap Policies Follow Henssler:  Facebook: http://bit.ly/HensslerFacebook  Twitter: http://bit.ly/HensslerTwitter  LinkedIn: http://bit.ly/HensslerLinkedIn  Instagram: https://www.instagram.com/hensslerfinancial/YouTube: http://bit.ly/HensslerYouTube   “Money Talks” is brought to you by Henssler Financial. Sign up for the Money Talks Newsletter: https://www.henssler.com/newsletters/

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-childs-student-loans

Henssler Money Talks – March 2, 2024Season 38, Episode 9This 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 reading. Josh and Peter advise a family about the missed opportunities when taking a payout from a 401(k) to pay off student loans. The hosts conclude the show with listeners’ questions on rolling 529 Plan funds to a Roth IRA and tech companies Advanced Micro Devices and Symbiotic Inc. Timestamps and Chapters00:00 Market Roundup: Feb. 26 – Mar. 1, 202422:23 Case Study: Using a 401(k) Payout to Pay off Student Loans34:30 Q&A Time: 529 Plan to Roth IRA, AMD, and Symbiotic, Inc.Follow Henssler:  Facebook: http://bit.ly/HensslerFacebook  Twitter: http://bit.ly/HensslerTwitter  LinkedIn: http://bit.ly/HensslerLinkedIn  Instagram: https://www.instagram.com/hensslerfinancial/YouTube: http://bit.ly/HensslerYouTube   “Money Talks” is brought to you by Henssler Financial. Sign up for the Money Talks Newsletter: https://www.henssler.com/newsletters/

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://www.henssler.com/understanding-the-economys-contradictory-trends

Henssler Money Talks – February 24, 2024Season 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 Sentiment Survey, and the minutes from the Fed’s January meeting on monetary policy. The hosts continue the market news, discussing how the Fed is data dependent, following the Leading Economic Indicators when considering interest rates. They also touch on the consumer and employment. The hosts finish the show with listeners’ questions on Applied Materials and medical debt.Timestamps and Chapters00:00 Market Roundup: Feb 19 – Feb 23, 202422:36 Investment Whys: Economic Outlook34:15 Q&A Time: Applied Materials and Medical Debt  Follow Henssler:  Facebook: http://bit.ly/HensslerFacebook  Twitter: http://bit.ly/HensslerTwitter  LinkedIn: http://bit.ly/HensslerLinkedIn  Instagram: https://www.instagram.com/hensslerfinancial/YouTube: http://bit.ly/HensslerYouTube   “Money Talks” is brought to you by Henssler Financial. Sign up for the Money Talks Newsletter: https://www.henssler.com/newsletters/

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-taxes-and-paperwork-filing-a-final-tax-return

Henssler Money Talks – February 17, 2024Season 38, Episode 7This 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 uptick in jobless claims. Jessie and Michael recommend actions an investor and his son can do when filing the final tax return for his deceased wife.  The hosts conclude the show answering a listener’s question on holding real estate funds.Timestamps and Chapters00:00 Market Roundup: Feb 12 – Feb 16, 202422:12  Case Study: The Final Tax Return33:50 Q&A Time: Vanguard Real Estate Index Fund Follow Henssler:  Facebook: http://bit.ly/HensslerFacebook  Twitter: http://bit.ly/HensslerTwitter  LinkedIn: http://bit.ly/HensslerLinkedIn  Instagram: https://www.instagram.com/hensslerfinancial/YouTube: http://bit.ly/HensslerYouTube   “Money Talks” is brought to you by Henssler Financial. Sign up for the Money Talks Newsletter: https://www.henssler.com/newsletters/

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! Read the Article: https://www.henssler.com/401k-investing-finding-balance-between-active-engagement-and-passive-management