最高の Henssler ポッドキャスト (2025)

1
Henssler Money Talks — March 1, 2025 1:00:14

1d ago1:00:14

1:00:14

Text us your financial questions! Henssler Money Talks — March 1, 2025 Season 39, Episode 9 This week on "Henssler Money Talks," show hosts Nick Antonucci, CVA, CEPA, Director of Research, and Managing Associates K.C. Smith, CFP®, CEPA, and D.J. Barker, CWS®, discuss the week’s major news, including Nvidia’s earnings, consumer sentiment, and the la…

1
Punt Taxes or Pay Taxes 19:12

5d ago19:12

19:12

Text us your financial questions! Original Air Date: February 22, 2025 The “Henssler Money Talks,” show hosts Nick Antonucci, CVA, CEPA, Director of Research, and Managing Associates K.C. Smith, CFP®, CEPA, and D.J. Barker, CWS®, welcome Matthew Reed, CPA/ABV, a Tax Director with Henssler CPAs & Advisers, to join them in a strategy session about in…

1
Henssler Money Talks - February 22, 2025 1:00:48

8d ago1:00:48

1:00:48

Text us your financial questions! Henssler Money Talks — February 22, 2025 Season 39, Episode 8 This week on "Henssler Money Talks," show hosts Nick Antonucci, CVA, CEPA, Director of Research, and Managing Associates K.C. Smith, CFP®, CEPA, and D.J. Barker, CWS®, welcome Matthew Reed, CPA/ABV, a Tax Director with Henssler CPAs & Advisers, to discus…

1
Should You Take Your RMD Early in the Year? 8:13

12d ago8:13

8:13

Text us your financial questions! Original Air Date: February 15, 2025 The “Henssler Money Talks” show hosts Nick Antonucci, CVA, CEPA, Director of Research, and Managing Associates K.C. Smith, CFP®, CEPA, and D.J. Barker, CWS®, answered key questions from seniors about required minimum distributions (RMDs)—specifically, whether it's better to take…

1
Henssler Money Talks - February 15, 2025 59:15

15d ago59:15

59:15

Text us your financial questions! Henssler Money Talks — February 15, 2025 Season 39, Episode 7 This week on "Henssler Money Talks," show hosts Nick Antonucci, CVA, CEPA, Director of Research, and Managing Associates K.C. Smith, CFP®, CEPA, and D.J. Barker, CWS®, examined the impact of reciprocal tariffs on Consumer Sentiment. They also reviewed th…

1
Relationship Investment Scams 17:18

19d ago17:18

17:18

Text us your financial questions! Original Air Date: February 8, 2025 The "Henssler Money Talks," show hosts, Nick Antonucci, CVA, CEPA, Director of Research, and Managing Associates K.C. Smith, CFP®, CEPA, and D.J. Barker, CWS®, discuss relationship investment scams, offering advice on warning signs to watch for and how working with a trusted fina…

1
Henssler Money Talks - February 8, 2025 55:58

22d ago55:58

55:58

Text us your financial questions! Henssler Money Talks — February 8, 2025 Season 39, Episode 6 This week on "Money Talks," show hosts Nick Antonucci, CVA, CEPA, Director of Research, and Managing Associates K.C. Smith, CFP®, CEPA, and D.J. Barker, CWS®, reviewed the week’s market movements in response to earnings announcements, new U.S. tariffs on …

1
Making the Case for Selling Stocks 9:29

26d ago9:29

9:29

Text us your financial questions! Original Air Date: February 1, 2025 This week on "Henssler Money Talks," show hosts Nick Antonucci, CVA, CEPA, Director of Research, and Managing Associates K.C. Smith, CFP®, CEPA, and D.J. Barker, CWS®, shed light on when and why investors should consider selling their stocks. When a market disruptor shakes invest…

1
Henssler Money Talks — February 1, 2025 50:09

29d ago50:09

50:09

Text us your financial questions! Henssler Money Talks — February 1, 2025 Season 39, Episode 5 This week on "Money Talks," show hosts Nick Antonucci, CVA, CEPA, Director of Research, and Managing Associates K.C. Smith, CFP®, CEPA, and D.J. Barker, CWS®, delved into the week’s market disruptor—DeepSeek, China’s latest entry into the artificial intel…

1
Balancing Risk, Reward, and Emotions: The Adviser Advantage 19:29

1M ago19:29

19:29

Text us your financial questions! Original Air Date: January 25, 2025 "Money Talks," hosts Nick Antonucci, CVA, CEPA, Director of Research, and Managing Associates K.C. Smith, CFP®, CEPA, and D.J. Barker, CWS®, address an investor’s concern about the value a financial planner brings to the table. They explore how advisers provide personalized guida…

1
Henssler Money Talks — January 25, 2025 59:09

1M ago59:09

59:09

Text us your financial questions! Henssler Money Talks — January 25, 2025 Season 39, Episode 4 This week on "Money Talks," show hosts Nick Antonucci, CVA, CEPA, Director of Research, and Managing Associates K.C. Smith, CFP®, CEPA, and D.J. Barker, CWS®, have no shortage of topics in a week that kicked off with the Presidential Inauguration. In addi…

1
Financial Independence, Retire Early 15:21

1M ago15:21

15:21

Text us your financial questions! Original Air Date: January 18, 2025 Director of Research Nick Antonucci, CVA, CEPA, and Managing Associates K.C. Smith, CFP®, CEPA, and D.J. Barker, CWS®, debated the Financial Independence, Retire Early movement, a lifestyle approach focused on aggressive saving, investing, and frugality to achieve financial indep…

1
Henssler Money Talks — January 18, 2025 56:03

1M ago56:03

56:03

Text us your financial questions! Henssler Money Talks — January 18, 2025 Season 39, Episode 3 This 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 examine the week’s market performance, looking at inflation indicators, the Producer Price and C…

1
Navigating Emotional Financial Topics 12:32

2M ago12:32

12:32

Text us your financial questions! Original Air Date: January 11, 2025 Director of Research Nick Antonucci, CVA, CEPA, is joined by Managing Associates K.C. Smith, CFP®, CEPA, and D.J. Barker, CWS®, to talk about how they frequently find themselves stepping into the role of a mediator or “marriage counselor” when helping couples navigate emotionally…

1
Henssler Money Talks - January 11, 2025 53:47

2M ago53:47

53:47

Text us your financial questions! Henssler Money Talks — January 11, 2025 Season 39, Episode 2 This 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 weigh in on the ISM Manufacturing and Nonmanufacturing indices, the Job Openings and Labor Turno…

1
Magic Numbers and Retirement Spending 13:16

2M ago13:16

13:16

Text us your financial questions! Original Air Date: January 4, 2025 Director of Research Nick Antonucci, CVA, CEPA, is joined by Managing Associate K.C. Smith, CFP®, CEPA, and Senior Associate Michael Griffin, CFP®, to discuss the “magic retirement number,” and why spending makes it different for each investor. Read the Article: https://www.henssl…

1
Henssler Money Talks - January 4, 2025 47:34

2M ago47:34

47:34

Text us your financial questions! Henssler Money Talks — January 4, 2025 Season 39, Episode 1 This week on "Money Talks," Director of Research Nick Antonucci, CVA, CEPA, is joined by Managing Associate K.C. Smith, CFP®, CEPA, and Senior Associate Michael Griffin, CFP®, to cover the market’s final week of trading for 2024, October’s home prices, and…

1
Case Study: Alternative Investments 19:51

2M ago19:51

19:51

Text us your financial questions! Original Air Date: December 21, 2024 Director of Research Nick Antonucci, CVA, CEPA, and Managing Associates D.J. Barker, CWS®, and K.C. Smith, CFP®, share insights about alternative investments and how they can work in a relatively conservative portfolio. They also elaborated on the pros and cons of holding altern…

1
Henssler Money Talks - December 28, 2024 (Repeat) 44:17

2M ago44:17

44:17

Text us your financial questions! 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. Join us for the best of “Money Talks” your trusted resource for your money, your future, your life.Henssler Financial による

1
Henssler Money Talks — December 21, 2024 46:42

2M ago46:42

46:42

Text us your financial questions! Henssler Money Talks — December 21, 2024 Season 38, Episode 51 This week on "Money Talks," Director of Research Nick Antonucci, CVA, CEPA, is joined by Managing Associates D.J. Barker, CWS®, and K.C. Smith, CFP®, CEPA to cover the market’s volatile week, November’s Retail Sales, and the Federal Open Market Committe…

1
Case Study: Retirement Income Literacy 14:50

3M ago14:50

14:50

Text us your financial questions! Original Air Date: December 14, 2024 Director of Research Nick Antonucci, CVA, CEPA, is joined by Managing Associates D.J. Barker, CWS®, and K.C. Smith, CFP®, CEPA. The team shares their insights on the Retirement Income Literacy Quiz, focusing on areas where investors lack the most knowledge. Read the Article: htt…

1
Henssler Money Talks - December 14, 2024 45:50

3M ago45:50

45:50

Text us your financial questions! Henssler Money Talks — December 14, 2024 Season 38, Episode 50 This week on "Money Talks," Director of Research Nick Antonucci, CVA, CEPA, is joined by Managing Associates D.J. Barker, CWS®, and K.C. Smith, CFP®, CEPA. They discuss key inflation indicators, including the Producer Price Index and Consumer Price Inde…

1
Case Study: Sequence Risk 18:50

3M ago18:50

18:50

Text us your financial questions! Original Air Date: December 7, 2024 Director of Research Nick Antonucci, CVA, CEPA, is joined by Managing Associates Jarrett McKenzie, CFP®, CWS®, and K.C. Smith, CFP®, CEPA, explore sequence risk and the long-term effects of retiring in a down market. Jarrett and K.C. unpacked how the Henssler Ten Year Rule nearly…

1
Henssler Money Talks — December 7, 2024 46:47

3M ago46:47

46:47

Text us your financial questions! Henssler Money Talks — December 7, 2024 Season 38, Episode 49 This week on "Money Talks," Director of Research Nick Antonucci, CVA, CEPA, is joined by Managing Associates Jarrett McKenzie, CFP®, CWS®, and K.C. Smith, CFP®, CEPA, to discuss the breadth of market performance and the ISM Manufacturing and Nonmanufactu…

1
Henssler Money Talks - November 30, 2024 (Repeat) 44:59

3M ago44:59

44:59

Text us your financial questions! This week on Money Talks, we’ll be out of the studio celebrating Thanksgiving and probably grabbing some of those black Friday sales. We’ll be taking a look back at some of our best case studies from the past few months, including some of the changes coming to retirement accounts in 2025 as part of the phased-in pr…

1
Case Study: The Advantages in Gifting 14:17

3M ago14:17

14:17

Text us your financial questions! Original Air Date: November 23, 2024 Director of Research Nick Antonucci, CVA, CEPA, is joined by Managing Associate Jarrett McKenzie, CFP®, CWS®, and Associate Clay Norman, CFP®, to advise a couple interested in gifting money to their family members, offering efficient and beneficial ways to share their wealth. Re…

1
Henssler Money Talks — November 23, 2024 45:35

3M ago45:35

45:35

Text us your financial questions! Henssler Money Talks — November 23, 2024 Season 38, Episode 47 This week on "Money Talks," Director of Research Nick Antonucci, CVA, CEPA, is joined by Managing Associate Jarrett McKenzie, CFP®, CWS®, and Associate Clay Norman, CFP®, to discuss the market performance and if the current trajectory is sustainable. Th…

1
Case Study: Failing at Income Planning 13:49

3M ago13:49

13:49

Text us your financial questions! Original Air Date: November 16, 2024 Director of Research Nick Antonucci, CVA, CEPA, is joined by Managing Associate K.C. Smith, CFP®, CEPA, and Senior Associate Logan Daniel, CFP®, CRPC®, to discuss investors’ fears when it comes to income planning during retirement. They explain how Henssler Financial determines …

1
Henssler Money Talks — November 16, 2024 45:24

4M ago45:24

45:24

Text us your financial questions! Henssler Money Talks — November 16, 2024 Season 38, Episode 46 This week on "Money Talks," Director of Research Nick Antonucci, CVA, CEPA, is joined by Managing Associate K.C. Smith, CFP®, CEPA, and Senior Associate Logan Daniel, CFP®, CRPC®, to cover the market’s response to more election clarity as well as Octobe…

1
Case Study: Year-end Financial Moves 16:13

4M ago16:13

16:13

Text us your financial questions! Original Air Date: November 9, 2024 Senior Associate Michael Griffin, CFP®, Associate Josh Weidie, CFP®, CWS®, and Tax Manager Matthew Reed, CPA/ABV, join forces to discuss key financial and tax year-end moves that investors should consider to finish 2024 on the right foot. Read the Article: https://www.henssler.co…

1
Henssler Money Talks — November 9, 2024 45:51

4M ago45:51

45:51

Text us your financial questions! Henssler Money Talks — November 9, 2024 Season 38, Episode 45 This week on "Money Talks," Senior Associate Michael Griffin, CFP®, is joined by Associate Josh Weidie, CFP®, CWS®, and Tax Manager Matthew Reed, CPA/ABV to cover the market’s reaction to the election and what volatility we may experience through the end…

1
Case Study: What to Know as an Executor of an Estate 14:56

4M ago14:56

14:56

Text us your financial questions! Original Air Date: November 2, 2024 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. to broke down a situation where a son has been named the executor of his mother’s estate. Arun explores the or…

1
Henssler Money Talks — November 2, 2024 46:04

4M ago46:04

46:04

Text us your financial questions! Henssler Money Talks — November 2, 2024 Season 38, Episode 44 This 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…

1
Case Study: Creating a Legacy of Philanthropy 11:03

4M ago11:03

11:03

Text us your financial questions! Original Air Date: October 29, 2024 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 i…

1
Henssler Money Talks - October 26, 2024 45:56

4M ago45:56

45:56

Text us your financial questions! Henssler Money Talks — October 26, 2024 Season 38, Episode 43 This week on "Money Talks," Director of Investments Jacob Keen, CFA, is joined by Senior Associate Michael Griffin, CFP ®, and Associate Peter Lynch to cover the week’s market action, including housing news and the Fed’s Beige Book. Michael and Peter pro…

1
Case Study: Test Driving a Retirement Plan 12:33

4M ago12:33

12:33

Text us your financial questions! Original Air Date: October 19, 2024 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 …

1
Henssler Money Talks - October 19, 2024 45:27

4M ago45:27

45:27

Text us your financial questions! Henssler Money Talks — October 19, 2024 Season 38, Episode 42 This 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 C…

1
Case Study: Changes coming to IRAs and 401(k)s in 2025 18:20

5M ago18:20

18:20

Text us your financial questions! Original Air Date: October 12, 2024 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…

1
Henssler Money Talks - October 12, 2024 45:10

5M ago45:10

45:10

Text us your financial questions! Henssler Money Talks — October 12, 2024 Season 38, Episode 41 This 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 I…

1
Case Study: IRA Missteps to Avoid 11:15

5M ago11:15

11:15

Text us your financial questions! Original Air Date: October 5, 2024 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 invest…

1
Henssler Money Talks - October 5, 2024 44:47

5M ago44:47

44:47

Text us your financial questions! Henssler Money Talks — October 5, 2024 Season 38, Episode 40 This 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 …

1
Case Study: Planning for Changes on the Horizon 11:51

5M ago11:51

11:51

Text us your financial questions! Original Air Date: September 28, 2024 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 a…

1
Henssler Money Talks — September 28, 2024 46:44

5M ago46:44

46:44

Text us your financial questions! Henssler Money Talks — September 28, 2024 Season 38, Episode 39 This 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 Consume…

1
Case Study: Preparing Your Spouse Financially for your Death 13:40

5M ago13:40

13:40

Text us your financial questions! Original Air Date: September 21, 2024 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 A…

1
Henssler Money Talks — September 21, 2024 45:43

5M ago45:43

45:43

Text us your financial questions! Henssler Money Talks — September 21, 2024 Season 38, Episode 38 This 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 h…

1
Case Study: Investors Who Want to Stay in Cash 11:46

6M ago11:46

11:46

Text us your financial questions! Original Air Date: September 14, 2024 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 l…

1
Henssler Money Talks — September 14, 2024 44:45

6M ago44:45

44:45

Text us your financial questions! Henssler Money Talks — September 14, 2024 Season 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 a…

1
Case Study: Sell Strategies 17:56

6M ago17:56

17:56

Text us your financial questions! Original Air Date: September 10, 2024 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, ma…

1
Henssler Money Talks — September 7, 2024 45:12

6M ago45:12

45:12

Text us your financial questions! Henssler Money Talks — September 7, 2024 Season 38, Episode 36 This 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…

1
Henssler Money Talks - August 31, 2024 (Repeat) 45:12

6M ago45:12

45:12

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.…

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