最高の Henssler ポッドキャスト (2023)

H

Henssler Money Talks

1
Henssler Money Talks - December 2, 2023 44:46

3d ago44:46

44:46

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 the Conference Board’s C…

H

Henssler Money Talks

1
Henssler Money Talks - November 25, 2023 (Repeat) 44:49

10d ago44:49

44:49

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…

H

Henssler Money Talks

1
Case Study: Using Trusts to Pass on Wealth 10:46

14d ago10:46

10:46

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 using a trust to shelter t…

H

Henssler Money Talks

1
Henssler Money Talks – November 18, 2023 44:46

17d ago44:46

44:46

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, and the University of Mich…

H

Henssler Money Talks

1
Case Study: A Bond’s Coupon Rate vs. Yield to Maturity 13:19

21d ago13:19

13:19

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. Read the Article: https:/…

H

Henssler Money Talks

1
November 11, 2023 44:45

24d ago44:45

44:45

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 interest rates, explaini…

H

Henssler Money Talks

1
Case Study: Georgia Tax Credits 11:04

28d ago11:04

11:04

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-power-of-georgias-unique…

H

Henssler Money Talks

1
Henssler Money Talks – November 4, 2023 44:44

1M ago44:44

44:44

Henssler Money Talks – November 4, 2023 Season 37, Episode 44 This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Senior Associate Logan Daniel, CFP®, CRPC®, and John Dickson, CPA, CVA, CFP®, Tax Partner with Henssler CPAs & Advisers. The hosts discuss the week’s market movements, the Personal Income and Consume…

H

Henssler Money Talks

1
Case Study: New Options for Student Loan Payments 11:21

1M ago11:21

11:21

Chief Investment Officer Troy Harmon, CFA, CVA, Senior Associate Michael Griffin, CFP®, and Associate Giuliana Barbagelata, CFP® work together to provide advice to an investor who is facing reinstated student loan payments; however, her life has significantly changed in the past three years, making her wonder if she has better options for paying do…

H

Henssler Money Talks

1
Henssler Money Talks – October 28, 2023 44:46

1M ago44:46

44:46

Henssler Money Talks – October 28, 2023 Season 37, Episode 43 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 sharp increase in third quarter GDP and the 19-month high in new home sales. Giuliana and Michael work to…

H

Henssler Money Talks

1
Investment Whys: Leading Economic Indicators 14:56

1M ago14:56

14:56

Chief Investment Officer Troy Harmon, CFA, CVA, is joined by fellow Research Analyst Jacob Keen, CFA, and Henssler’s Chief Economic Adviser Roger Tutterow, Ph.D., for an economic discussion on what the leading economic indicators are forecasting in terms of an impending recession. Read the Article: https://www.henssler.com/economic-signals-understa…

H

Henssler Money Talks

1
Henssler Money Talks - October 21, 2023 44:47

1M ago44:47

44:47

Henssler Money Talks – October 21, 2023 Season 37, Episode 42 This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by fellow Research Analyst Jacob Keen, CFA, and Henssler’s Chief Economic Adviser Roger Tutterow, Ph.D., to cover the week’s market action, the University of Michigan’s Consumer Sentiment Survey, Retail…

H

Henssler Money Talks

1
Case Study: Having all Tax-Deferred Retirement Savings 11:36

2M ago11:36

11:36

Research Analyst Nick Antonucci, CVA, CEPA, is joined by Managing Associate Jarrett McKenzie, CFP®, CWS®, and Associate Peter Lynch to advise investors on diversifying the tax status of their retirement funds. They look at a couple of investors who many have less than they think in their retirement accounts because they contain all pre-tax funds. R…

H

Henssler Money Talks

1
Henssler Money Talks – October 14, 2023 44:45

2M ago44:45

44:45

Henssler Money Talks – October 14, 2023 Season 37, Episode 41 This week on “Money Talks,” Research Analyst Nick Antonucci, CVA, CEPA, is joined by Managing Associate Jarrett McKenzie, CFP®, CWS®, and Associate Peter Lynch to cover the week’s market action, economic outlook, and inflation indicators, the Producer Price and Consumer Price indices. Ja…

H

Henssler Money Talks

1
The Multiple Rule Sets that Govern Inherited IRA RMDs 13:15

2M ago13:15

13:15

Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate Jarrett McKenzie, CFP®, CWS®, and Associate Josh Weidie, CFP®, CWS®, to provide advice to investors who are dealing with multiple inherited IRA required minimum distributions, which are governed by different tax rules. Read the Article: https://www.henssler.com/the-new-…

H

Henssler Money Talks

1
Henssler Money Talks – October 7, 2023 44:46

2M ago44:46

44:46

Henssler Money Talks – October 7, 2023 Season 37, Episode 40 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 the week’s market action and the inching up of interest rates. Josh and Jarrett provide some advice to …

H

Henssler Money Talks

1
Case Study: Insurance is Your Plan’s Safety Net 10:31

2M ago10:31

10:31

Chief Investment Officer Troy Harmon, CFA, CVA, Managing Associate Melanie Wells, CFP®, and Associate Clay Norman, CFP®, explain that insurance is the foundation of a solid financial strategy, providing protection and peace of mind in the face of unexpected events that could otherwise undermine one's financial stability. Read the Article: https://w…

H

Henssler Money Talks

1
Henssler Money Talks - September 30, 2023 44:46

2M ago44:46

44:46

Henssler Money Talks – September 30, 2023 Season 37, Episode 39 This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate Melanie Wells, CFP®, and Associate Clay Norman, CFP®, to discuss New Home Sales, the Conference Board Consumer Confidence reading and the final estimate for second-quarter GDP. M…

H

Henssler Money Talks

1
Our Three Cents — Benefits and Liabilities: Corporate Owned Life Insurance 29:50

2M ago29:50

29:50

Benefits and Liabilities: Corporate Owned Life Insurance Season 3, Episode 4 Troy Harmon, CFA, CVA, Nick Antonucci, CVA, CEPA, and K.C. Smith, CFP®, CEPA of Henssler Financial talk with Jim Crone, CLU®, CFS®, our Director of Insurance Planning, about rewarding key employees with supplemental executive retirement plans and funding this liability wit…

H

Henssler Money Talks

1
Case Study: Finances for Aging Parents 11:14

2M ago11:14

11:14

Chief Investment Officer Troy Harmon, CFA, CVA, Senior Associate Logan Daniel, CFP®, CRPC® and Associate Giuliana Barbagelata, CFP®, provide advice for an investor who will likely have to take over her aging parents’ finances. They discuss some basic steps as well as some other estate planning concerns. Read the Article: https://www.henssler.com/ag…

H

Henssler Money Talks

1
Henssler Money Talks – September 23, 2023 44:45

2M ago44:45

44:45

Henssler Money Talks – September 23, 2023 Season 37, Episode 38 This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, Senior Associate Logan Daniel, CFP®, CRPC® and Associate Giuliana Barbagelata, CFP®, discuss the Fed’s September monetary policy meeting, Consumer Sentiment, and Industrial Production. Logan and Giuliana provid…

H

Henssler Money Talks

1
Case Study: The Surprise Vacation Home Purchase 10:37

3M ago10:37

10:37

Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Senior Associate Michael Griffin, CFP®, and Associate Peter Lynch to help a couple of investors who are making an impulsive decision to buy a vacation home without looking at how it may affect their long-term financial plan. The financial advisers discuss how they incorporate large purcha…

H

Henssler Money Talks

1
Henssler Money Talks – September 16, 2023 44:46

3M ago44:46

44:46

Henssler Money Talks – September 16, 2023 Season 37, Episode 37 This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Senior Associate Michael Griffin, CFP®, and Associate Peter Lynch to cover inflation news with the Consumer Price and Producer Price indices and Retail Sales. Michael and Peter help a couple of inv…

H

Henssler Money Talks

1
Case Study: Feeling Broke Once You’ve Retired 13:10

3M ago13:10

13:10

Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate D.J. Barker, CWS®, and Senior Financial Planner Adam Stadalius, CFP®, team up to help a retired couple realize that they’re not in financial trouble just because inflation and interest rates have skyrocketed since they left the workforce. They explain how a financial pl…

H

Henssler Money Talks

1
Henssler Money Talks – September 9, 2023 44:46

3M ago44:46

44:46

Henssler Money Talks – September 9, 2023 Season 37, Episode 36 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 Adam Stadalius, CFP®, to cover the ISM Manufacturing and Non-Manufacturing indices and the August Employment Situation. D.J. and Ad…

H

Henssler Money Talks

1
Money Talks - September 2, 2023 (Repeat) 44:44

3M ago44:44

44:44

This week on Money Talks, the hosts are out of the studio enjoying Labor Day Weekend. On the Sept. 2, 2023 broadcast, we’ll be taking a look back at some of our best case studies from the past few weeks. “Money Talks” is brought to you by Henssler Financial. Sign up for the Money Talks Newsletter: https://www.henssler.com/newsletters/…

H

Henssler Money Talks

1
Our Three Cents — Clean Your Balance Sheets 12:03

3M ago12:03

12:03

Clean Your Balance Sheets Season 3, Episode 3 Troy Harmon, CFA, CVA, Nick Antonucci, CVA, CEPA, and K.C. Smith, CFP®, CEPA of Henssler Financial take a closer look at how companies should watch their balance sheet in higher interest rate environments on this episode of “Our Three Cents.” "Our Three Cents” is a spinoff podcast of “Money Talks,” focu…

H

Henssler Money Talks

1
Case Study: Potential Pitfalls to a Backdoor Roth IRA 11:24

3M ago11:24

11:24

Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Tax Manager Jessie Thomas, CPA, and Managing Associate D.J. Barker, CWS®, to help a couple who tried to do a backdoor Roth IRA on their own. Jessie and D.J. cover the nuances of a backdoor Roth and some pitfalls investors can make when reporting it on their tax forms. Read the Article: ht…

H

Henssler Money Talks

1
Henssler Money Talks – August 26, 2023 44:36

3M ago44:36

44:36

Henssler Money Talks – August 26, 2023 Season 37, Episode 34 This week on “Money Talks,” Chief Investment Officer, Troy Harmon, CFA, CVA, is joined by Tax Manager Jessie Thomas, CPA, and Managing Associate, D.J. Barker, CWS®, to discuss housing news, including New Home Sales, Existing Home Sales, and Mortgage Applications. The experts team up to he…

H

Henssler Money Talks

1
Case Study: Nonqualified Deferred Compensation Plans 12:29

3M ago12:29

12:29

Jim Crone, CLU®, CFS®, Director of Insurance Planning, and Associate Giuliana Barbagelata, CFP® join Chief Investment Officer, Troy Harmon, CFA, CVA, to provide some guidance to a C-suite executive who is considering a job that is offering a nonqualified deferred compensation plan. Jim explains how they work and the risks while Giuliana discusses t…

H

Henssler Money Talks

1
Henssler Money Talks – August 19, 2023 44:45

4M ago44:45

44:45

Henssler Money Talks – August 19, 2023 Season 37, Episode 33 This week on “Money Talks,” Jim Crone, CLU®, CFS®, Director of Insurance Planning, and Associate Giuliana Barbagelata, CFP® join Chief Investment Officer, Troy Harmon, CFA, CVA, to discuss the University of Michigan Consumer Sentiment Survey, Producer Price Index, Retail Sales, and the mi…

H

Henssler Money Talks

1
Case Study: Qualified Terminal Interest Property Trusts 12:03

4M ago12:03

12:03

Research Analyst Nick Antonucci, CVA, CEPA, Managing Associate Jarrett McKenzie, CFP®, CWS®, and Associate Josh Weidie, CFP®, CWS®, team up to help an investor who wants to provide for his wife when he passes but is also concerned about keeping certain assets in the family. Read the Article: https://www.henssler.com/preserving-family-wealth-leverag…

H

Henssler Money Talks

1
Henssler Money Talks – August 12, 2023 44:44

4M ago44:44

44:44

Henssler Money Talks – August 12, 2023 Season 37, Episode 32 This week on “Money Talks,” Research Analyst Nick Antonucci, CVA, CEPA, Managing Associate Jarrett McKenzie, CFP®, CWS®, and Associate Josh Weidie, CFP®, CWS®, discuss the week’s market performance, July’s employment situation, wholesale trade, and interest rates. Jarrett and Josh team up…

H

Henssler Money Talks

1
Case Study: Am I the Right Investor for Alternative Assets? 15:29

4M ago15:29

15:29

Chief Investment Officer Troy Harmon, CFA, CVA, Managing Associate Jarrett McKenzie, CFP®, CWS®, and Research Analyst Nick Antonucci, CVA, CEPA, take a look at situation where an adviser is recommending some alternative investments to a couple of investors. The investors are concerned about the increased risk and if they are the right fit for this …

H

Henssler Money Talks

1
Henssler Money Talks - August 5, 2023 44:46

4M ago44:46

44:46

Henssler Money Talks – August 5, 2023 Season 37, Episode 31 This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, Managing Associate Jarrett McKenzie, CFP®, CWS®, and Research Analyst Nick Antonucci, CVA, CEPA, discuss several economic releases relating to the consumer, including Personal Income, Personal Spending, and the Uni…

H

Henssler Money Talks

1
Case Study: Decisions as a Spousal Beneficiary 13:56

4M ago13:56

13:56

Chief Investment Officer Troy Harmon, CFA, CVA, Managing Associate D.J. Barker, CWS®, and Senior Financial Planner Adam Stadalius, CFP®, cover an investor’s options when he inherits his wife’s IRA. With three young children to care for while adjusting to life as a single parent, this investor will have to consider his need to access the money, taxe…

H

Henssler Money Talks

1
Henssler Money Talks – July 29, 2023 44:44

4M ago44:44

44:44

Henssler Money Talks – July 29, 2023 Season 37, Episode 30 This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, Managing Associate D.J. Barker, CWS®, and Senior Financial Planner Adam Stadalius, CFP®, discuss the market’s reaction to the Fed’s latest hike in interest rates, the first reading of second quarter GDP and the yiel…

H

Henssler Money Talks

1
Our Three Cents — What Do You Pocket In the End? Depends on the Taxes! 17:53

4M ago17:53

17:53

What do you pocket at the end of the day? Depends on the taxes! Season 3, Episode 2 Henssler CPAs & Advisers Tax Partner John Dickson, CPA, CFP®, CVA, joins Troy Harmon, CFA, CVA, Nick Antonucci, CVA, CEPA, and K.C. Smith, CFP®, CEPA on Our Three Cents to discuss how to manage the taxes business owners face when entering a transaction to exit their…

H

Henssler Money Talks

1
Case Study: Rollover for Business Startups 12:30

4M ago12:30

12:30

Chief Investment Officer Troy Harmon, CFA, CVA, Managing Associate K.C. Smith, CFP®, CEPA, and Associate Clay Norman, CFP® take a closer look at an entrepreneur who wants to tap his retirement funds to fund his next startup because the sale of his last business didn’t result in immediate cash flow. Read the Article: https://www.henssler.com/robbing…

H

Henssler Money Talks

1
Henssler Money Talks – July 22, 2023 44:45

5M ago44:45

44:45

Henssler Money Talks – July 22, 2023 Season 37, Episode 29 This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, Managing Associate K.C. Smith, CFP®, CEPA, and Associate Clay Norman, CFP® discuss the University of Michigan Consumer Sentiment Survey, Retail Sales for June, and the upcoming FOMC meeting on monetary policy. The f…

H

Henssler Money Talks

1
Case Study: Withdrawal Strategies for Retirement Funds 11:38

5M ago11:38

11:38

Chief Investment Officer Troy Harmon, CFA, CVA, Senior Associate Michael Griffin, CFP®, and Associate Josh Weidie, CFP®, CWS®, help a couple of investors consider the most tax advantageous way to withdraw their retirement funds. Read the Article: https://www.henssler.com/the-overlooked-factor-in-retirement-planning-which-assets-to-withdraw-first…

H

Henssler Money Talks

1
Money Talks - July 15, 2023 44:47

5M ago44:47

44:47

Henssler Money Talks – July 15, 2023 Season 37, Episode 28 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 June employment report and the Consumer Price and Producer Price indices. Michael and Josh help a couple of in…

H

Henssler Money Talks

1
Case Study: 401(k) Beneficiary Designations 12:56

5M ago12:56

12:56

Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Client Relationship Manager Justin Wagner, AIF®, and Estate Planning Attorney Arun Gupta to discuss an investor who has named his children as beneficiaries of his 401(k); however, the investor just married, which could change how his 401(k) is distributed should something happen to him. R…

H

Henssler Money Talks

1
Henssler Money Talks - July 8, 2023 44:47

5M ago44:47

44:47

Henssler Money Talks – July 8, 2023 Season 37, Episode 27 This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Client Relationship Manager Justin Wagner, AIF®, and Estate Planning Attorney Arun Gupta to cover the week’s market movements, the Fed’s minutes from its June policy meeting, and Jobless Claims. Justin a…

H

Henssler Money Talks

1
Case Study: Medicare for a Stay-at-Home Spouse 10:45

5M ago10:45

10:45

Managing Associate D.J. Barker, CWS®, Associate Peter Lynch, and Chief Investment Officer Troy Harmon, CFA, CVA, discuss Medicare coverage for a stay-at-home spouse who may not have enough work credits to qualify for premium-free Medicare Part A. Read the Article: https://www.henssler.com/the-critical-consideration-of-health-insurance-for-non-worki…

H

Henssler Money Talks

1
Henssler Money Talks - July 1, 2023 44:46

5M ago44:46

44:46

Henssler Money Talks – July 1, 2023 Season 37, Episode 26 This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate D.J. Barker, CWS®, and Associate Peter Lynch to discuss consumer confidence, the final reading of first-quarter GDP, and interest rates. D.J. and Peter discuss Medicare coverage for a …

H

Henssler Money Talks

1
Case Study: Estate Planning for Unmarried Couples 12:42

5M ago12:42

12:42

Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate Melanie Wells, CFP®, and Associate Giuliana Barbagelata, CFP®, to discuss some of the important considerations unmarried couples need to consider when estate planning. The process starts with financial planning, including how assets are titled, beneficiary designations,…

H

Henssler Money Talks

1
Our Three Cents — Don’t Sell Yourself Short: Normalize Financial Statements 18:45

5M ago18:45

18:45

Don’t Sell Yourself Short: Normalize Financial Statements Season 3, Episode 1 Back after a brief hiatus, Our Three Cents is back as Troy Harmon, CFA, CVA, Nick Antonucci, CVA, CEPA, and K.C. Smith, CFP®, CEPA of Henssler Financial are joined by Tax Partner John Dickson, CPA, CFP®, CVA, of Henssler CPAs & Advisers to discuss business owners who are …

H

Henssler Money Talks

1
Henssler Money Talks - June 24, 2023 44:45

5M ago44:45

44:45

Henssler Money Talks – June 24, 2023 Season 37, Episode 25 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 discuss the week’s market movements, Consumer Sentiment, housing news, and Jobless Claims. Melanie and Giuliana discu…

H

Henssler Money Talks

1
Case Study: Secure 2.0 Act Education Expenses Provisions 11:37

6M ago11:37

11:37

Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate K.C. Smith, CFP®, CEPA, and Senior Associate Logan Daniel, CFP®, CRPC®, discuss how the Secure Act 2.0 included provisions that could help a couple’s situation with resuming student loan payments and money remaining in a 529 plan. Read the Article: https://www.henssler.…

聞く価値のあるポッドキャスト

ポッドキャスト Henssler

聞く価値のあるポッドキャスト

クイックリファレンスガイド