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
- 440
- Years Active
- 2011 - 2025
Case Study: Sitting on Cash
Original Air Date: August 24, 2021
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate Jarrett McKenzie, CFP®, CWS®, and Research Analyst Nick Antonucci, CVA, CEPA, to ta…
Case Study: Inherited IRAs and the SECURE Act
Original Air Date: July 17, 2021
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate D.J. Barker, CWS®, and Tax Consultant Jessie Thomas, CPA, to delve into a case study …
Case Study: Starting over at 50
Original Air Date: July 10, 2021
This week on “Money Talks,” Managing Associate K.C. Smith, CFP®, CEPA, and Associate Melanie Wells, CFP®, join Chief Investment Officer Troy Harmon, CFA, CVA, to pro…
Case Study: Should an Executor Account for Non-Probate Assets When Distributing Assets According to the Will?
Original Air Date: July 3, 2021
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate Shawna Theriault, CFP®, CPA, CDFA®, and Arun Gupta, an estate planning attorney with R…
Our Three Cents - Sanity Checks
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 sanity checks a business owner…
Case Study: Failing in Retirement
Original Air Date: June 26, 2021
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate K.C. Smith, CFP®, CEPA, and Justin Wagner, AIF®, Client Relationship Manager for Reti…
Case Study: Engaging a Uninterested Spouse in Family's Finances
Original Air Date: June 19, 2021
Principal Jennifer Thomas, CFP®, and Associate Michael Griffin, CFP®, join Chief Investment Officer Troy Harmon, CFA, CVA, in a discussion on the importance of inclu…
Case Study: Tax Extensions and Mid Year Tax Reviews
Original Air Date: June 12, 2021
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Tax & Business Consultant Jessie Thomas, CPA, from Henssler CPAs & Advisers, and Associate Logan Daniel,…
Case Study: Sell in May and Go Away?
Original Air Date: June 5, 2021
This This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associates Shawna Theriault, CFP®, CPA, CDFA®, and Jarrett McKe…
Our Three Cents — Approaches to Valuations
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 three most common approaches t…
Case Study: Superfund a 529 Plan to Reduce Your Estate
Original Air Date: May 22, 2021
This week on “Money Talks,” the Experts discuss a couple who have a large estate and want to start moving money to benefit their grandchildren but want to avoid gift …
Case Study: Repurposing Life Insurance to Improve Estate Plan
Original Air Date: May 15, 2021
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Associate Peter Lynch, and Director of Insurance Planning, Jim Crone, CFS®, CLU®, who brings to the show a …
Investment Whys: Transitory Inflation, Supply Chains, and the Velocity of Money
Original Air Date: May 11, 2021
Henssler Research Analyst Nick Antonucci, CVA, CEPA, hosts Roger Tutterow, Ph.D., Henssler’s Chief Economic Adviser and Henssler Endowed Chair at Kennesaw State Univer…
Our Three Cents — Exit Planning Options
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, provide an overview of the options a busin…
Case Study: Umbrella Insurance to Protect Against Excess Liability
Original Air Date: April 24, 2021
In this week’s case study, Chief Investment Officer Troy Harmon, CFA, CVA, Justin Wagner, AIF® Head of Commercial Transformation and special guest Keith Palmer of Hen…
Case Study: Can You Pass a Quiz on Social Security?
Original Air Date: April 17, 2021
Henssler Chief Investment Officer Troy Harmon, CFA, CVA, Managing Associate D.J. Barker, CWS®, and Associate Melanie Wells, CFP®, take a closer look at Social Secur…
Case Study: More Money, More Taxes
Original Air Date: April 10, 2021
This week in the “Money Talks,” case study, Chief Investment Officer Troy Harmon, CFA, CVA, is joined Principal Jennifer Thomas, CFP®, and Tax Consultant Jessie Tho…
Our Three Cents - Exit Planning Strategies Premiere Episode
The introduction to our newest podcast, “Our Three Cents – Exit Planning Strategies” where our Experts introduce themselves and their experience when it comes to business exit planning.The show is ho…
Case Study: What to Do with an Old 401(k)
Original Air Date: March 27, 2021
The Experts team up to provide advice to an investor who is managing three separate 401(k) accounts at former employers.
Case Study: The "New Alternative" Asset Classes
Original Air Date: March 20, 2021
The "Money Talks" Experts take a deep dive into the “new alternative” asset classes, discussing Special Purpose Acquisition Companies (SPAC), Non-Fungible Tokens (NFT…