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
CaseStudy: Opening A Roth IRA for a Child
Original Air Date: March 13, 2021
Henssler Associate Peter Lynch provides advice a client’s desire to fund a Roth IRA for his young children.
Interview: Travis Suit of Piper’s Angels Foundation
Original Air Date: March 13, 2021
Travis Suit, of Piper’s Angels Foundation and The Crossing for Cystic Fibrosis, discussing how the pandemic affected the foundations flagship fundraiser and their pla…
Case Study: Retiring Early? Don’t Overlook Health Care Costs
Original Air Date: March 6, 2021
Chief Investment Officer Troy Harmon, CFA, CVA, Principal Jennifer Thomas, CFP®, and Managing Associate Shawna Theriault, CPA, CFP®, CDFA®, team up to discuss how ex…
Case Study: Ramp Up Your Savings Not Your Aggressiveness
Original Air Date: February 20, 2021
This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate K.C. Smith, CFP®, CEPA, and Client Relationship Manag…
Case Study: The GameStop Anomaly and Fundamental Stock Analysis
Original Air Date: February 13, 2021
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate Jarrett McKenzie, CFP®, CWS® and Associate Logan Daniel, CFP®, CRPC®, to take a clo…
Case Study: In What Order Should an Investor Tap His Funds?
Original Air Date: February 6, 2021
This week on “Money Talks,” Principal Jennifer J. Thomas, CFP®, and Associate Michael Griffin, CFP®, join Chief Investment Officer Troy Harmon, CFA, CVA, to discuss…
Case Study: Pandemic Lessons Can Lead to Better Financial Habits
Original Air Date: January 30, 2021
2020 was a difficult year financially for many people. Hopefully 2021 will provide an opportunity to right the wrong financial moves made last year.
Case Study: Coverage Lapse—All May Not be Lost with LTC Policies
Original Air Date: January 23, 2021
The Henssler Financial Experts take a closer look at the situation of a client who let their long-term care policy lapse and cover the options the client has as wel…
Case Study: Allocating Funds for 10-Year Liquidity in an Uncertain Environment
Original Air Date: January 16, 2021
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate Shawna Theriault, CPA, CFP®, CDFA®, and Associate Peter Lynch to explore the situati…
Case Study: $900 Billion Relief Package Targets Individuals and Businesses
Original Air Date: January 9, 2021
A closer look at the Consolidated Appropriations Act of 2021, which included $900 billion in additional COVID-19 stimulus.
Investment Whys: Economic Growth Tempered by Inflation
Original Air Date: January 2, 2021
The Henssler Research Analysts discuss how the market ended 2020 and what they expect for 2021. They discuss sector performance, the difference between growth and va…
Interview: The Center for Family Resources—Melanie Kagan and Lee Smith
Original Air Date: October 14, 2019
The Center for Family Resources CEO Melanie Kagan and Director of Operations Lee Smith join “Money Talks” to share the organization’s mission and upcoming Thanks fo…
Interview: Travis Suit, Founder of Piper’s Angels Foundation
Original Air Date: June 3, 2019
Exclusive interview with Travis Suit, the founder of Piper’s Angels Foundation and Crossing For A Cure. Managing Associate D.J. Barker, CWS® is participating in the Cro…
Interview: Marcy Stidum, Director of CARE Services at Kennesaw State University
Original Air Date: April 29, 2019
Marcy Stidum, Director of CARE Services at Kennesaw State University. CARE Services offers support to students who have experienced homelessness, food insecurity and/…
Matching Investments to Your Liquidity Needs
Original Air Date: June 4, 2016
Over the years, we have talked in great length about laddering your fixed-income investments to meet your liquidity needs. This concept of laddering bonds is a byproduc…
Why We Have a Ten Year Rule
Original Air Date: August 23, 2014
Bil Lako, CFP®, explains why a 10-year holding period matters and how higher interest rates affect your bond holdings.
How Much Money Does It Take to Retire?
Original Air Date: September 21, 2013
The “Money Talks” hosts discuss retirement savings and how much you may need in the future.
Interview-Ken Harmon, D.B.A.
Original Air Date: February 26, 2012
Ken Harmon, D.B.A., Provost and Vice President for Academic Affairs at Kennesaw State University joins “Money Talks” to discuss President Obama’s “Blueprint for K…
Sources of Investment Income
Original Air Date: August 20, 2011
Investors are concerned about slower economic growth and undesirably high unemployment combined with softer inflation through the second quarter. In uneasy economic …
Sometimes the Active Portfolio Decision is to Do Nothing
Original Air Date: August 6, 2011
Bil Lako, CFP®, explains how sometimes investors are not paying attention to the decisions that are being made. Sometimes an active portfolio decision often leads you…