Henssler Money Talks
Henssler 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 drgene@henssler.com 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.
Henssler Money Talks - November 30, 2024 (Repeat)
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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 provisions from the Secure 2.0 Act, how proposed changes in policy affect current financial plans, and test driving your retirement plan.
Case Study: The Advantages in Gifting
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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.
Read the Article: https://www.henssler.com/giving-with-purpose-maximize-the-impact-of-your-gifts
Henssler Money Talks — November 23, 2024
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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. The financial experts advise a couple interested in gifting money to their family members, offering efficient and beneficial ways to share their wealth. The hosts finish the show with a listener’s question on Super Micro Computer.
Timestamps and Chapters
00:00: Market R...Case Study: Failing at Income Planning
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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 how a retiree should tap their savings for spending purposes.
Read the Article: https://www.henssler.com/protected-income-and-sustainable-retirement-spending
Henssler Money Talks — November 16, 2024
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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 October’s inflationary measures, the Consumer Price and Producer Price indices. The financial experts discuss investors’ fears when it comes to income planning during retirement. They explain how Henssler Financial determines how a retiree should tap their savings for spending purposes. The hosts w...
Case Study: Year-end Financial Moves
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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.com/close-out-2024-with-these-key-financial-actions
Henssler Money Talks — November 9, 2024
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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 of the year. The financial experts join forces to examine some of the financial and tax year-end moves investors should consider to finish off strong and start the new year on the right foot. Matthew shares some insight on Geor...
Case Study: What to Know as an Executor of an Estate
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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 order in which the process usually follows and the duties of an executor.
Read the Article: https://www.henssler.com/beyond-inheritance-the-executors-essential-role-in-settling-an-estate
Henssler Money Talks — November 2, 2024
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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’s market landscape, touching on Consumer Sentiment and Consumer Confidence and the preliminary estimate for third-quarter GDP. Arun joins the show to discuss a situation where a son has been named the executor of his mother’s estate. Arun ex...
Case Study: Creating a Legacy of Philanthropy
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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
