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 [email protected] or call 1-855-429-9166.
Money Talks: Your trusted resource for your money, your future, your life.
- Update frequency
- every 3 days
- Average duration
- 28 minutes
- Episodes
- 442
- Years Active
- 2011 - 2025
Relying on an Inheritance to Fund Retirement
Original Air Date: December 4, 2021
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate D.J. Barker, CWS® and Senior Financial Planner, Josh Weidie, CWS® to discuss a commo…
Our Three Cents — Family Matters
In the December 2021 episode of “Our Three Cents – Exit Planning Strategies” podcast, hosts Troy Harmon, CFA, CVA, Nick Antonucci, CVA, CEPA, and K.C. Smith, CFP®, CEPA, discuss the dynamics of runni…
Accepting an Early Retirement Offer
Original Air Date: November 20, 2021
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate Shawna Theriault, CFP®, CPA, CDFA®, and Financial Planner Adam Stadalius, CFP® to d…
Lifetime Income Features in a 401(k) Plan
Original Air Date: November 13, 2021
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate Jarrett McKenzie, CFP®, CWS®, and Client Relationship Manager for Retirement Servic…
Spending in Retirement—It is What You’ve Been Saving For
Original Air Date: November 6, 2021
Senior Associate Melanie Wells, CFP®, and Financial Planner Zach Alexander BFA™, CRPC®, join Chief Investment Officer Troy Harmon, CFA, CVA, to address a couple who…
Our Three Cents — Insurance in Exit Planning
Insurance transfers the financial risk to an insurance company. In this episode of “Our Three Cents – Exit Planning Strategies” podcast, hosts Troy Harmon, CFA, CVA, Nick Antonucci, CVA, CEPA, and K.…
Establishing a Legacy of Giving Through Donor-Advised Funds and Family Foundations
Original Air Date: October 30, 2021
Chief Investment Officer Troy Harmon, CFA, CVA, Managing Associate D.J. Barker, CWS®, and Senior Financial Planner Giuliana Barbagelata, CFP®, take a closer look at…
Substantially Equal Periodic Payments using Rule 72(t)
Original Air Date: October 23, 2021
Chief Investment Officer Troy Harmon, CFA, CVA, joined by Managing Associate K.C. Smith, CFP®, CEPA, and Senior Financial Planner Clay Norman, CFP®, team up to expl…
Inflation, Cash Flow Projections, and Retirement Spending
Original Air Date: October 16, 2021
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Associate Michael Griffin, CWS®, and Financial Planner Adam Stadalius, CFP®, to discuss inflation with …
The Risk of Retiring in a Down Market
Original Air Date: October 9, 2021
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate Shawna Theriault, CFP®, CPA, CDFA®, and Senior Financial Planner Josh Weidie, CWS® to…
Life Insurance Policies Are Being Sold to Private-Equity Firms
Original Air Date: October 2, 2021
Research Analyst Jacob Keen, CFA, is joined by Director of Insurance Planning, Jim Crone, CLU®, CFS®, and Associate Michael Griffin, CFP® to discuss the trend in the…
Our Three Cents — Team Spirit
Selling your business is a transaction you don’t want to do alone. In this episode of “Our Three Cents – Exit Planning Strategies” podcast, hosts Troy Harmon, CFA, CVA, Nick Antonucci, CVA, CEPA, and…
Case Study: Planning for Restricted Stock Units
Original Air Date: September 25, 2021
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by fellow Research Analyst Jacob Keen, CFA, and Managing Associate K.C. Smith, CFP®, CEPA, to provide …
Case Study: Financial Planning Beyond Retirement
Original Air Date: September 18, 2021
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by fellow Research Analyst Nick Antonucci, CVA, CEPA, and Managing Associate Jarrett McKenzie, CFP®, C…
Trusted Persons to Help with Financial Responsibilities as You Age
Original Air Date: September 11, 2021
Henssler Financial's Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate D.J. Barker, CWS®, and Associate Peter Lynch to discuss the…
Our Three Cents — Debt Vs. Equity
In this episode of “Our Three Cents – Exit Planning Strategies” podcast, hosts Troy Harmon, CFA, CVA, Nick Antonucci, CVA, CEPA, and K.C. Smith, CFP®, CEPA, discuss the difference between debt and eq…
Case Study: The Mega Backdoor Roth IRA
Original Air Date: August 28, 2021
Associates Melanie Wells, CFP®, and Logan Daniel, CFP®, CRPC®, join Chief Investment Officer Troy Harmon, CFA, CVA, to cover a little-known strategy for high incom…
Case Study: Monthly Payments From the IRS: Advance Child Tax Credit
Original Air Date: August 21, 2021
This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Tax Consultant Jessie Thomas, CPA, of Henssler CPAs & Advisers, and fellow…
Investment Whys: Stock Market and Economy Not as Disconnected as They Seem
Original Air Date: August 14, 2021
Chief Investment Officer Troy Harmon, CFA, CVA, joined by Managing Associate Jarrett McKenzie, CFP®, CWS®, and Roger Tutterow, Ph.D., Henssler’s Chief Economic Adv…
Case Study: Retirement Income: Ten Year Rule or Dividends
Original Air Date: August 7, 2021
Chief Investment Officer Troy Harmon, CFA, CVA, joined by Managing Associate Shawna Theriault, CFP®, CDFA®, CPA, and Associate Peter Lynch look at the situation of…