Case Study: Creating a Legacy of Philanthropy

Henssler Money Talks

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Exile

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Episode 10: From Refugee to Radical 44:09

2 years前44:09

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44:09

When a young Eva Kollisch arrives as a refugee in New York in 1940, she finds a community among socialists who share her values and idealism. She soon discovers ‘the cause’ isn’t as idyllic as it seems. Little does she know this is the beginning of a lifelong commitment to activism and her determination to create radical change in ways that include belonging, love and one's full self. In addition to Eva Kollisch’s memoirs Girl in Movement (2000) and The Ground Under My Feet (2014), LBI’s collections include an oral history interview with Eva conducted in 2014 and the papers of Eva’s mother, poet Margarete Kolllisch, which document Eva’s childhood experience on the Kindertransport. Learn more at www.lbi.org/kollisch . Exile is a production of the Leo Baeck Institute , New York | Berlin and Antica Productions . It’s narrated by Mandy Patinkin. Executive Producers include Katrina Onstad, Stuart Coxe, and Bernie Blum. Senior Producer is Debbie Pacheco. Associate Producers are Hailey Choi and Emily Morantz. Research and translation by Isabella Kempf. Sound design and audio mix by Philip Wilson, with help from Cameron McIver. Theme music by Oliver Wickham. Voice acting by Natalia Bushnik. Special thanks to the Kollisch family for the use of Eva’s two memoirs, “Girl in Movement” and “The Ground Under My Feet”, the Sophia Smith Collection at Smith College and their “Voices of Feminism Oral History Project”, and Soundtrack New York.…

約 1 年前 11:03

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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 insurance.

Read the Article: https://www.henssler.com/building-a-legacy-strategic-charitable-giving-options-for-investors

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Henssler Money Talks

Case Study: Creating a Legacy of Philanthropy

Henssler Money Talks

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published 約 1 年前

MP3•エピソードのホーム

Text us your financial questions!

Read the Article: https://www.henssler.com/building-a-legacy-strategic-charitable-giving-options-for-investors

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Henssler Money Talks

1
Market Volatility, Emotions, and Your Financial Plan 20:07

11 hours前20:07

20:07

Text us your financial questions! Original Air Date: March 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 the market’s volatility. Despite only being down 5% from the all-time high, many investors want to pull back their equity exposure as emotions are driving their decision-making. We'll break down recency bias from the past two stellar market years and why short-term swings shouldn’t dictate long-term strategy. We look at how the Henssler Ten Year Rule helps in these market conditions and why investing in high quality companies can make a difference. Read the Article: https://www.henssler.com/riding-out-the-storm-how-to-handle-market-declines…

Henssler Money Talks

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Henssler Money Talks - March 8, 2025 54:27

約 3 日前54:27

54:27

Text us your financial questions! Henssler Money Talks — March 8, 2025 Season 39, Episode 10 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 market’s volatility. Despite only being down 5% from the all-time high, many investors want to pull back their equity exposure as emotions are driving their decision-making. We'll break down recency bias from the past two stellar market years and why short-term swings shouldn’t dictate long-term strategy. We look at how the Henssler Ten Year Rule helps in these market conditions and why investing in high quality companies can make a difference. Focusing on specific sectors, the team considers a listener’s question on the growth opportunities in the Utilities sector and take a closer look at our recent portfolio realignment in the Energy sector. After the break, the hosts discuss how some major insurers, which are facing growing losses because of the California wildfires, are pulling back from insuring lavish homes, making it harder for homeowners to find coverage. We'll look at how this affects consumers, homeowners, landlords, and insurance holdings in the portfolio. Timestamps and Chapters 5:27: Market Volatility, Emotions, and Your Financial Plan 24:22: Sector Focus: Utilities and Energy 38:11: California Wildfires and the Insurance Industry 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/…

Henssler Money Talks

1
Should the U.S. Have a Sovereign Wealth Fund? 15:34

約 7 日前15:34

15:34

Text us your financial questions! Original Air Date: March 1, 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®, explore the idea circulating in Washington of creating a Sovereign Wealth Fund for the United States. They examine the potential benefits and drawbacks, including how such a fund could support infrastructure development for key industries like semiconductors and artificial intelligence, as well as concerns that politically driven investments could distort market valuations. Read the Article: https://www.henssler.com/the-personal-finance-lessons-behind-americas-sovereign-wealth-fund-debate…

Henssler Money Talks

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

約 10 日前1:00:14

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 latest cost-cutting measures from the Department of Government Efficiency. The team also explores the idea circulating in Washington of creating a Sovereign Wealth Fund for the United States. They examine the potential benefits and drawbacks, including how such a fund could support infrastructure development for key industries like semiconductors and artificial intelligence, as well as concerns that politically driven investments could distort market valuations. After the break, the hosts dive into tipping culture in the service industry, discussing how businesses have integrated digital ordering and payment systems with pre-set tip suggestions—often higher than what customers were traditionally accustomed to. Timestamps and Chapters 5:12: Nvidia Earnings, Consumer Sentiment, DOGE Committee 26:28: Should the U.S. Have a Sovereign Wealth Fund? 41:46: Tipping and the Services Sector 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/…

Henssler Money Talks

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Punt Taxes or Pay Taxes 19:12

約 14 日前19:12

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 investors facing a key tax decision. They could either delay paying taxes until they withdrew their required minimum distributions—potentially resulting in higher lifetime taxes—or pay taxes now by converting funds to a Roth IRA, thereby reducing their lifetime tax liability and potentially increasing their overall portfolio growth. Read the Article: https://www.henssler.com/pay-now-save-later-a-case-for-roth-conversions-in-retirement…

Henssler Money Talks

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

約 17 日前1:00:48

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 discuss the benefits of having your financial adviser and CPA collaborate throughout the year to effectively manage your tax situation. The hosts and Matthew also break down a strategy session that K.C. and Matthew conducted for clients facing a key tax decision. The investors could either delay paying taxes until they withdraw their required minimum distributions—potentially resulting in higher lifetime taxes—or pay taxes now by converting funds to a Roth IRA, thereby reducing their lifetime tax liability and potentially increasing their overall portfolio growth. Timestamps and Chapters 5:50: Market Returns, Earnings Season, and Fed Minutes 15:54: Financial and Tax Advisers: Working in Concert 37:14: Punt Taxes or Pay Taxes 54:25: Future of the Tax Cuts and Jobs Act 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/…

Henssler Money Talks

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

約 21 日前8:13

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 them at the beginning of the year, spread them out over time, or wait until year-end. Read the Article: https://www.henssler.com/the-best-time-to-take-your-rmd-it-depends-on-your-goals…

Henssler Money Talks

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

約 24 日前59:15

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 the latest earnings reports and the most recent Consumer Price Index reading. The team answered key questions from seniors about required minimum distributions (RMDs)—specifically, whether it's better to take them at the beginning of the year, spread them out over time, or wait until year-end. After the break, the advisers discussed Trump’s directive for the U.S. Treasury to stop producing new pennies, exploring the potential economic effects of eliminating the one-cent coin. They also provided insights into the rise of "buy now, pay later" services and how banks will be able to integrate short-term financing options into their existing debit programs. Timestamps and Chapters 11:10: Consumer Sentiment and CPI 24:15: Should You Take Your RMD Early in the Year? 32:11: No New Pennies and a Cashless Society 45:31: Expanding Reach of “Buy Now, Pay Later” Services 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.…

Henssler Money Talks

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Relationship Investment Scams 17:18

約 28 日前17:18

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 financial adviser can help protect against these and other financial threats. Read the Article: https://www.henssler.com/the-hidden-perks-of-a-financial-adviser-spotting-scams-before-they-happen…

Henssler Money Talks

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

4 weeks前55:58

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 Chinese goods, and China’s retaliatory tariffs on U.S. goods. The team shares insights on how investors should interpret market news when positioning their portfolios. The financial experts also take a closer look at the economics of the “Big Game,” analyzing its local financial impact, the cost of commercials, and consumer spending. Their discussion then shifts to sports betting, exploring the differences between gambling, meme coins, and legitimate investing for long-term financial security. After the break, the advisers discuss relationship investment scams, offering advice on warning signs to watch for and how working with a trusted financial adviser can help protect against these and other financial threats. Timestamps and Chapters 05:07: Earnings and Tariffs 15:25: Economics of the “Big Game” 24:03: The Differences between Gambling, Meme Coins, and Investing 38:40: Relationship Investment Scams 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/…

Henssler Money Talks

1
Making the Case for Selling Stocks 9:29

5 weeks前9:29

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 investor confidence, suddenly everyone is looking for the exit. Selling should be a strategic decision—not an emotional reaction. Read the Article: https://www.henssler.com/selling-stocks-in-a-booming-market-does-it-ever-make-sense…

Henssler Money Talks

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

5 weeks前50:09

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 intelligence market. The team also shed light on when and why investors should consider selling their stocks. They touch on the Fed’s monetary policy meeting and how Millennials don’t consider themselves wealthy, despite their median wealth being more than 37% above expectations. Timestamps and Chapters 05:10: DeepSeek and Nvidia’s sell-off 23:14: Making the Case for Selling Stocks 34:44: Monetary Policy Meeting 39:15: Millennial Phantom Wealth 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/…

Henssler Money Talks

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

6 weeks前19:29

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 guidance, emotional support, and strategic planning that goes far beyond simply managing investments. Read the Article: https://www.henssler.com/balancing-risk-reward-and-emotions-the-adviser-advantage…

Henssler Money Talks

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

6 weeks前59:09

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 addition to the market news, the hosts discuss the many executive orders that were signed and how they may affect investments. The financial experts also cover the trend of meme coins, cryptocurrency inspired by internet memes or trends. The team also addressed an investor’s concern about the value a financial planner brings to the table. Timestamps and Chapters 06:45: Market Roundup: Jan. 20 – Jan. 24, 2025 14:58: Presidential Inauguration and Executive Orders 25:01: Cryptocurrency and Meme Coins 39:40: The Value of a Financial Planner 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/…

Henssler Money Talks

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Financial Independence, Retire Early 15:21

7 weeks前15:21

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 independence and retire significantly earlier than traditional retirement age. Read the Article: https://www.henssler.com/fire-movement-the-path-to-early-retirement-or-a-frugal-trap…