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Henssler Money Talks - Podcast

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.

Investing Business News Business News
Update frequency
every 3 days
Average duration
28 minutes
Episodes
442
Years Active
2011 - 2025
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Henssler Money Talks - April 20, 2024

Henssler Money Talks - April 20, 2024

Henssler 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 Associ…

00:45:15  |   Sat 20 Apr 2024
Case Study: Investing as a Couple

Case Study: Investing as a Couple

Chief 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 t…

00:13:11  |   Tue 16 Apr 2024
Henssler Money Talks - April 13, 2024

Henssler Money Talks - April 13, 2024

Henssler 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 As…

00:44:54  |   Sat 13 Apr 2024
Case Study: When to Begin Social Security Benefits

Case Study: When to Begin Social Security Benefits

Chief 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 decidin…

00:11:23  |   Tue 09 Apr 2024
Henssler Money Talks – April 6, 2024

Henssler Money Talks – April 6, 2024

Henssler 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 Associ…

00:43:47  |   Sat 06 Apr 2024
Henssler Money Talks - March 30, 2024 (Repeat)

Henssler Money Talks - March 30, 2024 (Repeat)

This 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…

00:44:34  |   Sat 30 Mar 2024
Case Study: Worst and Best Assets to Inherit

Case Study: Worst and Best Assets to Inherit

Estate 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 he…

00:15:26  |   Tue 26 Mar 2024
Henssler Money Talks - March 23, 3024

Henssler Money Talks - March 23, 3024

Henssler 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 Ana…

00:45:23  |   Sat 23 Mar 2024
Case Study: Money Left in a 529 Plan

Case Study: Money Left in a 529 Plan

Chief 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 I…

00:14:00  |   Tue 19 Mar 2024
Henssler Money Talks – March 16, 2024

Henssler Money Talks – March 16, 2024

Henssler 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 Associat…

00:45:27  |   Sat 16 Mar 2024
Case Study: Repurposing Life Insurance as an Estate Planning Tool

Case Study: Repurposing Life Insurance as an Estate Planning Tool

Chief 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 wealt…

00:11:46  |   Tue 12 Mar 2024
Henssler Money Talks - March 9, 2024

Henssler Money Talks - March 9, 2024

Henssler 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…

00:43:38  |   Sat 09 Mar 2024
Case Study: Using a 401(k) Payout to Pay off Student Loans

Case Study: Using a 401(k) Payout to Pay off Student Loans

Chief 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 th…

00:12:56  |   Tue 05 Mar 2024
Henssler Money Talks - March 2, 2024

Henssler Money Talks - March 2, 2024

Henssler 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 di…

00:45:00  |   Sat 02 Mar 2024
Investment Whys: Economic Outlook

Investment Whys: Economic Outlook

Chief 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, wi…

00:12:11  |   Tue 27 Feb 2024
Henssler Money Talks - February 24, 2024

Henssler Money Talks - February 24, 2024

Henssler 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…

00:45:04  |   Sat 24 Feb 2024
Case Study: The Final Tax Return

Case Study: The Final Tax Return

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 recommend actions an investor…

00:12:11  |   Tue 20 Feb 2024
Henssler Money Talks - February 17, 2024

Henssler Money Talks - February 17, 2024

Henssler 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…

00:44:00  |   Sat 17 Feb 2024
Case Study: Rebalancing Your 401(k)

Case Study: Rebalancing Your 401(k)

Chief 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 w…

00:13:47  |   Tue 13 Feb 2024
Henssler Money Talks - February 10, 2024

Henssler Money Talks - February 10, 2024

Henssler 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 - Retirem…

00:44:29  |   Sat 10 Feb 2024
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