Henssler Money Talks
1,174 episodes - English - Latest episode: 16 days ago - ★★★★★ - 8 ratingsHenssler 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 [email protected] or call 1-855-429-9166. Money Talks also airs Saturdays on 920 AM WGKA in Atlanta.
Money Talks: Your trusted resource for your money, your future, your life.
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Episodes
Henssler Money Talks - May 4, 2024
May 04, 2024 14:00 - 44 minutes - 30.7 MBHenssler Money Talks — May 4, 2024 Season 38, Episode 17 This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate Jarrett McKenzie, CFP®, CWS®, and Senior Financial Planner Molly Remeika, CFP®, to cover the week’s market movements and economic releases, including Personal Income, the PCE Deflator, and the University of Michigan Consumer Sentiment Survey. The financial experts help a couple of investors new to professional financial planni...
Case Study: Trends in the Economy and Stock Market
April 30, 2024 12:00 - 11 minutes - 7.68 MBThis week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, and fellow Research Analysts Nick Antonucci, CVA, CEPA, and Jacob Keen, CFA, take a deeper dive into the trends seen in the stock market, economy, and the possibility of stagflation. Read the Article: https://www.henssler.com/interest-rates-stand-still-a-look-at-the-factors-holding-back-cuts-in-2024
Henssler Money Talks - April 27, 2024
April 27, 2024 14:00 - 45 minutes - 31 MBHenssler Money Talks – April 27, 2024 Season 38, Episode 17 This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by fellow Research Analysts Nick Antonucci, CVA, CEPA, and Jacob Keen, CFA, to cover the week’s market action and the first reading of First Quarter 2024 GDP. The Analysts take a deeper dive into the trends seen in the stock market, economy, and the possibility of stagflation. The show hosts round out the show by answering listeners’ questions, in...
Case Study: Financial Moves Coming Out of Tax Season
April 23, 2024 12:00 - 12 minutes - 8.42 MBChief 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
April 20, 2024 14:00 - 45 minutes - 31.1 MBHenssler 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 listen...
Case Study: Investing as a Couple
April 16, 2024 12:00 - 13 minutes - 9.09 MBChief 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
April 13, 2024 14:00 - 44 minutes - 30.9 MBHenssler 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 signif...
Case Study: When to Begin Social Security Benefits
April 09, 2024 12:00 - 11 minutes - 7.86 MBChief 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-...
Henssler Money Talks – April 6, 2024
April 06, 2024 14:00 - 43 minutes - 30.1 MBHenssler Money Talks – April 6, 2024 Season 38, Episode 14 This 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’ questio...
Henssler Money Talks - March 30, 2024 (Repeat)
March 30, 2024 14:00 - 44 minutes - 30.6 MBThis 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 [email protected]
Case Study: Worst and Best Assets to Inherit
March 26, 2024 12:00 - 15 minutes - 10.6 MBEstate 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, 3024
March 23, 2024 14:00 - 45 minutes - 31.2 MBHenssler Money Talks – March 23, 2024 Season 38, Episode 12 This 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 ...
Case Study: Money Left in a 529 Plan
March 19, 2024 12:00 - 14 minutes - 9.65 MBChief 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, 2024
March 16, 2024 14:00 - 45 minutes - 31.2 MBHenssler Money Talks – March 16, 2024 Season 38, Episode 11 This 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 ho...
Case Study: Repurposing Life Insurance as an Estate Planning Tool
March 12, 2024 12:00 - 11 minutes - 8.12 MBChief 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, 2024
March 09, 2024 15:00 - 43 minutes - 30 MBHenssler Money Talks – March 9, 2024 Season 38, Episode 10 This 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 ...
Case Study: Using a 401(k) Payout to Pay off Student Loans
March 05, 2024 13:00 - 12 minutes - 8.93 MBChief 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, 2024
March 02, 2024 15:00 - 45 minutes - 30.9 MBHenssler Money Talks – March 2, 2024 Season 38, Episode 9 This 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 liste...
Investment Whys: Economic Outlook
February 27, 2024 13:00 - 12 minutes - 8.41 MBChief 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, 2024
February 24, 2024 15:00 - 45 minutes - 31 MBHenssler Money Talks – February 24, 2024 Season 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...
Case Study: The Final Tax Return
February 20, 2024 13:00 - 12 minutes - 8.41 MBChief 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, 2024
February 17, 2024 15:00 - 44 minutes - 30.3 MBHenssler Money Talks – February 17, 2024 Season 38, Episode 7 This 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 conclud...
Case Study: Rebalancing Your 401(k)
February 13, 2024 13:00 - 13 minutes - 9.5 MBChief 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
Henssler Money Talks - February 10, 2024
February 10, 2024 15:00 - 44 minutes - 30.6 MBHenssler Money Talks – February 10, 2024 Season 38, Episode 6 This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Justin Wagner, AIF®, Client Relationship - Retirement Services, and Associate Giuliana Barbagelata, CFP®, to cover January’s employment situation, the University of Michigan Consumer Sentiment Survey, and the ISM Nonmanufacturing Index. Justin and Giuliana provide advice for a couple who treat their 401(k)s quite differently—she actively trad...
Case Study: Portfolio Moves and Politics
February 06, 2024 13:00 - 12 minutes - 8.37 MBChief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate Jarrett McKenzie, CFP®, CWS®, and Associate Josh Weidie, CFP®, CWS®, provide some tips for investors who are fretting how the November election will affect their portfolio. Read the Article: https://www.henssler.com/steps-to-ensure-your-portfolios-stability-amid-uncertainty
Henssler Money Talks – February 3, 2024
February 03, 2024 15:00 - 43 minutes - 30.2 MBHenssler Money Talks – February 3, 2024 Season 38, Episode 5 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 Consumer Confidence, the Fed’s first monetary policy meeting of the year, and jobless claims. Jarrett and Josh provide some tips for investors who are fretting how the November election will affect their portfolio. The hosts round out the show by a...
Case Study: Tax Tips for the Self-Employed
January 30, 2024 13:00 - 11 minutes - 8.12 MBChief Investment Officer Troy Harmon, CFA, CVA, is joined by Erik Kramschuster, CPA/PFS, a Tax Senior Manager with Henssler CPAs & Advisers, and Associate Clay Norman, CFP®, to provide some tax tips for self-employed individuals, touching on self-employment tax and the available deductions those who work for themselves can take. Read the Article: https://www.henssler.com/unlocking-tax-savings-strategies-for-self-employed-individuals
Henssler Money Talks - January 27, 2024
January 27, 2024 15:00 - 44 minutes - 30.6 MBHenssler Money Talks – January 27, 2024 Season 38, Episode 4 This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Erik Kramschuster, CPA/PFS, a Tax Senior Manager with Henssler CPAs & Advisers, and Associate Clay Norman, CFP®, to cover the University of Michigan Consumer Sentiment Survey, the Leading Economic Indicators index, and fourth quarter 2023 GDP. Erik provides some tax tips for self-employed individuals, touching on self-employment tax and the av...
Case Study: Understanding a Reverse Mortgage
January 23, 2024 13:00 - 11 minutes - 8.03 MBManaging Associate K.C. Smith, CFP®, CEPA, and Associate Adam Stadalius, CFP®, and Chief Investment Officer Troy Harmon, CFA, CVA, provide insight for a widow whose late husband took out a reverse mortgage on their home nearly 15 years ago. They discuss what a reverse mortgage is and what it means for her assets and estate going forward. Read the Article: https://www.henssler.com/reverse-mortgages-making-informed-decisions-on-home-equity
Henssler Money Talks - January 20, 2024
January 20, 2024 15:00 - 44 minutes - 30.7 MBHenssler Money Talks – January 20, 2024 Season 38, Episode 3 This 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 cover the week’s market action, the Producer Price Index, Retail Sales, and Industrial Production. Planners K.C. and Adam provide some insight for a widow whose late husband took out a reverse mortgage on their home nearly 15 years ago. They discuss what a reverse...
Case Study: Paying off a Mortgage before Retirement
January 16, 2024 13:00 - 11 minutes - 7.68 MBResearch Analyst Nick Antonucci, CVA, CEPA, joins Senior Associate Michael Griffin, CFP®, and Associate Peter Lynch to provide advice for a couple who have different opinions on paying off their mortgage before retirement. They weigh the options between carrying mortgage debt and cash flow once the couple stops working. Read the Article: https://www.henssler.com/retire-smart-the-debate-on-mortgage-payoff-and-its-impact-on-cash-flow
Henssler Money Talks – January 13, 2024
January 13, 2024 15:00 - 43 minutes - 30 MBHenssler Money Talks – January 13, 2024 Season 38, Episode 2 This week on “Money Talks,” Research Analyst Nick Antonucci, CVA, CEPA, joins Senior Associate Michael Griffin, CFP®, and Associate Peter Lynch to cover December’s employment numbers, the ISM Services Index and December’s Consumer Price Index reading. The hosts also discuss the initial trading of cryptocurrency exchange-traded funds. Michael and Peter provide advice for a couple who have different opinions on paying off their mort...
Case Study: Divorce: Unwinding 20 years of combined assets
January 09, 2024 13:00 - 15 minutes - 10.7 MBChief Investment Officer Troy Harmon, CFA, CVA, Managing Associate D.J. Barker, CWS®, and Associate Josh Weidie, CFP®, CWS®, provide advice for a couple of investors who have decided on a divorce and are in the process of unwinding 20 years of combined finances and assets. Read the Article: https://www.henssler.com/new-year-new-finances-navigating-the-financial-waters-of-divorce
Henssler Money Talks – January 6, 2024
January 06, 2024 15:00 - 46 minutes - 32 MBHenssler Money Talks – January 6, 2024 Season 38, Episode 1 This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate D.J. Barker, CWS®, and Associate Josh Weidie, CFP®, CWS®, to cover the week’s market performance, the ISM Manufacturing Index, and the minutes from the December Federal Reserve Open Committee meeting. The financial experts provide advice for a couple of investors who have decided on a divorce and are in the process of unwindi...
Henssler Money Talks - December 30, 2023
December 30, 2023 15:00 - 45 minutes - 31 MBHenssler Money Talks – December 30, 2023 Season 37, Episode 52 This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by fellow Research Analysts Nick Antonucci, CVA, CEPA, and Jacob Keen, CFA, to discuss the market’s performance during 2023 and look ahead to what trends we may see in 2024. The Analysts also take a closer look at the dollar’s strength and where we fit in the global economy. Timestamps and Chapters 00:00 Investment Whys: Look back at 2023; L...
Henssler Money Talks - December 23, 2023 (Repeat)
December 23, 2023 15:00 - 44 minutes - 30.4 MBThis 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. We wish a very Merry Christmas to all those who celebrate. Join us for the best of “Money Talks” your trusted resource for your money, your future, your life.
Case Study: The Retirement Sweet Spot
December 19, 2023 13:00 - 11 minutes - 8.15 MBManaging Associate Jarrett McKenzie, CFP®, CWS®, and Associate Clay Norman, CFP®, join Chief Investment Officer Troy Harmon, CFA, CVA, to provide advice for an investor who is entering the “sweet spot” of retirement when one’s income taxes may be at their lowest level before they take required minimum distributions. Read the Article: https://www.henssler.com/the-retirement-sweet-spot-benefits-of-roth-iras-for-new-retirees
Henssler Money Talks - December 16, 2023
December 16, 2023 15:00 - 45 minutes - 31 MBHenssler Money Talks – December 16, 2023 Season 37, Episode 50 This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate Jarrett McKenzie, CFP®, CWS®, and Associate Clay Norman, CFP® to cover the Producer Price and Consumer Price indices, the November Employment Situation, and consumer sentiment. Jarrett and Clay provide advice for an investor who is entering the “sweet spot” of retirement when one’s income taxes may be at their lowest level...
Case Study: Year-End Financial Moves
December 12, 2023 13:00 - 10 minutes - 7.58 MBChief Investment Officer Troy Harmon, CFA, CVA, is joined by Senior Associates Michael Griffin, CFP®, and Logan Daniel, CFP®, CRPC® to provide advice for a couple who are forced to tackle their year-end financial planning on their own—without an adviser to help. The experts highlight the main things that have a hard Dec. 31 deadline. Read the Article: https://www.henssler.com/seize-the-moment-essential-financial-steps-before-year-end
Henssler Money Talks – December 9, 2023
December 09, 2023 15:00 - 44 minutes - 30.7 MBHenssler Money Talks – December 9, 2023 Season 37, Episode 49 This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Senior Associates Michael Griffin, CFP®, and Logan Daniel, CFP®, CRPC® to cover the week’s market action, the ISM Manufacturing and Services indices, and jobless claims. Michael and Logan provide advice for a couple who are forced to tackle their year-end financial planning on their own—without an adviser to help. The experts highlight the ma...
Case Study: Qualified Charitable Distributions
December 05, 2023 13:00 - 12 minutes - 8.32 MBChief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate D.J. Barker, CWS®, and Associate Giuliana Barbagelata, CFP® to provide advice for a couple of investors who are fortunate enough to not need all their required minimum distributions from their retirement accounts for living expenses. D.J. and Giuliana explain how they can direct that money to their favorite charitable organization and the tax benefits of doing so. Read the Article: https://www.henssler.com/maxim...
Henssler Money Talks - December 2, 2023
December 02, 2023 15:00 - 46 minutes - 31.9 MBHenssler 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 Consumer Confidence survey. The financial experts provide advice for a couple of investors who are fortunate enough to not need all of their requi...
Henssler Money Talks - November 25, 2023 (Repeat)
November 25, 2023 15:00 - 43 minutes - 29.7 MBThis 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 [email protected]
Case Study: Using Trusts to Pass on Wealth
November 21, 2023 13:00 - 12 minutes - 8.57 MBChief 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 their inheritance from estate and gift taxes. Additionally, the trust can allow him to control how his money is used from beyond the grave. Read ...
Henssler Money Talks – November 18, 2023
November 18, 2023 15:00 - 44 minutes - 30.9 MBHenssler 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 Michigan Consumer Sentiment Survey. Melanie and Peter consider a wealthy investor who wants to leave his massive estate to his five grandchildren. Wi...
Case Study: A Bond’s Coupon Rate vs. Yield to Maturity
November 14, 2023 13:00 - 13 minutes - 9.57 MBResearch 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://www.henssler.com/understanding-the-impact-of-coupon-rates-and-yield-to-maturity
Henssler Money Talks - November 11, 2023
November 11, 2023 15:00 - 44 minutes - 30.6 MBHenssler 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, 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 ...
November 11, 2023
November 11, 2023 15:00 - 44 minutes - 30.6 MBHenssler 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, 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 ...
Case Study: Georgia Tax Credits
November 07, 2023 13:00 - 11 minutes - 7.9 MBJohn 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-tax-credits-for-community-impact
Henssler Money Talks – November 4, 2023
November 04, 2023 14:00 - 44 minutes - 30.6 MBHenssler 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 Consumer Confidence reports and the Fed’s monetary policy meeting. John discusses Georgia tax credits that allow taxpayers to direct their tax money to ...