Text us your financial questions!This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associates Shawna Theriault, CFP®, CPA, CDFA®, and Jarrett McKenzie, CFP®, CWS® to discuss how it is more important to follow your long-term financial plan than to follow investment idioms like, “Sell in May and go away.” Read the Article: www.henssler.com/sell-in-may-and-go-away-is-just-quack

Text us your financial questions!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 to business valuations: the market-based, income-based, and asset-based methods.

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Text us your financial questions!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 case study of a client who was disappointed in the performance of his life insurance policy and through a collaborative effort between Jim, the financial planner, and the client’s estate planning attorney, he was able to repurpose the insurance policy to enhance the client’s estate plan.Read the article: 

Text us your financial questions!Henssler Research Analyst Nick Antonucci, CVA, CEPA, hosts Roger Tutterow, Ph.D., Henssler’s Chief Economic Adviser and Henssler Endowed Chair at Kennesaw State University’s Coles College of Business, and Managing Associate Jarrett McKenzie, CFP®, CWS®, on “Money Talks.” The discussion includes which economic factors are stimulating inflation and how the influx of cash is affecting the economy. 

Text us your financial questions!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 business owner has available when exiting a business. Business owners have a variety of options from passing the business along to family members to selling to a private equity firm to liquidating and closing the business. 

Text us your financial questions!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 Henssler Norton Insurance provide advice for households that have increased liability risk because of teenage drivers, social media, dogs, and pools. 

Text us your financial questions!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 Security this week in our case study. Turns out most investors ages 55-65 have a lot of misconceptions about Social Security benefits, including when to begin taking them. 

Text us your financial questions!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 Thomas, CPA, to provide insight on the current tax season and offers some tips for those who owe more than expected this year. 

Text us your financial questions!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 hosted by Troy Harmon, CFA, CVA, who is a former business owner and Certified Valuation Analyst. As Henssler Financial’s Chief Investment Officer, he spends a considerable amount of time considering the valuation of companies compared to their peers in the marketplace. Joining him are Nick Antonucci, CVA, CEPA, and K.C. Smith, CFP®, CEPA. Nick is also a valuation analyst and a Certified Exit Planning Advisor. Nick approaches exit planning with special attention placed on enhancing your business’s value prior to a sale. K.C. is also a Certified Exit Planning Advisor, but also applies his strong background in financial planning to the business owner who is relying on the sale to fund retirement.

Text us your financial questions!The Experts team up to provide advice to an investor who is managing three separate 401(k) accounts at former employers.

Text us your financial questions!The "Money Talks" Experts take a deep dive into the “new alternative” asset classes, discussing Special Purpose Acquisition Companies (SPAC), Non-Fungible Tokens (NFT) and cryptocurrencies.

Text us your financial questions!Henssler Associate Peter Lynch provides advice a client’s desire to fund a Roth IRA for his young children.

Text us your financial questions!Travis Suit, of Piper’s Angels Foundation and The Crossing for Cystic Fibrosis, discussing how the pandemic affected the foundations flagship fundraiser and their plans for paddle boarding across the Gulf Stream this June.

Text us your financial questions!Chief Investment Officer Troy Harmon, CFA, CVA, Principal Jennifer Thomas, CFP®, and Managing Associate Shawna Theriault, CPA, CFP®, CDFA®, team up to discuss how extra financial planning is needed if you intend to retire early—not because of a longer retirement period—but because of the significant health care costs between your early retirement age and when you are eligible for Medicare.

Text us your financial questions!This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Research Analyst Nick Antonucci, CVA, CEPA, and Chief Economic Adviser Roger Tutterow, Ph.D., to discuss our current economic cycle, fears of inflation and the mixed inflationary signs, and the need for additional stimulus.

Text us your financial questions!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 Manager - Retirement Services Justin Wagner, AIF®, take a look at a couple’s situation who have most of their retirement assets in their 401(k)s and are concerned about their risk exposure now that they are about 10 years from retirement.

Text us your financial questions!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 closer look at what happened with GameStop’s meteoric rise and discuss why financial advisers won’t speculate with an investor’s retirement funds.

Text us your financial questions!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 a listener’s decision to begin withdrawing the funds he’s saved and grown over the last 30 years. They cover which accounts to tap first, how to control his tax situation, and the importance of having a financial plan. 

Text us your financial questions!2020 was a difficult year financially for many people. Hopefully 2021 will provide an opportunity to right the wrong financial moves made last year.

Text us your financial questions!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 well as ways to ensure this situation doesn’t happen to others.

Text us your financial questions!Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate Shawna Theriault, CPA, CFP®, CDFA®, and Associate Peter Lynch to explore the situation of a couple who are 10 years from retirement and are concerned about buying fixed income investments in a low interest rate environment.

Text us your financial questions!A closer look at the Consolidated Appropriations Act of 2021, which included $900 billion in additional COVID-19 stimulus.

Text us your financial questions!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 value stocks, and inflation.

Text us your financial questions!The “Money Talks” Experts look at an investor who has a healthy risk tolerance and wants to take advantage of the economic environment going into 2021. He wants to allocate a portion of his portfolio to tactical positions.

Text us your financial questions!Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate Shawna Theriault, CPA, CFP®, CDFA®, and Client Relationship Manager for Retirement Services, Justin Wagner, AIF®, to explore a client situation of a multigenerational home and the complicated estate plan they created where an “equal” division of assets may not be equitable.

Text us your financial questions!Managing Associate D.J. Barker, CWS®, and Associate Peter Lynch join Chief Investment Officer Troy Harmon, CFA, CVA, for a conversation on important financial moves investors and households can make before year-end—regardless of the political outcome.

Text us your financial questions!The "Money Talks" experts take a deep dive into the economy, looking at the recent spike in COVID cases, Biden’s proposed tax changes and how Georgia has fared compared to the rest of the nation.

Text us your financial questions!This week on “Money Talks,” Research Analyst Jacob Keen, CFA, Senior Associate Jarrett McKenzie, CFP®, CWS®, and Associate Michael Griffin, CFP® discuss why your asset allocation should be strategically planned rather than influenced by whoever is in the President’s Office or which party controls Congress.

Text us your financial questions!This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Principal Jennifer Thomas, CFP®, and Director of Insurance Planning Jim Crone, CLU® CFS®. Jim leads the hosts on a discussion on long-term care insurance and how long-term health care planning is an essential part of the financial plan.

Text us your financial questions!This “Money Talks,” hosts provide planning advice for at a couple where one spouse was forced into retirement because of COVID-19 layoffs. While they can make it work on one salary, they’re realizing her retirement might last 30 years.

Text us your financial questions!The pandemic created vast differences in the commercial and home real estate markets.

Text us your financial questions!The “Money Talks” experts team up to help a couple understand what a safe withdrawal rate would be for their retirement assets. They look at different methods to calculate one and then explain the Henssler way of planning for liquidity and withdrawals in retirement.

Text us your financial questions!This week on “Money Talks,” Research Analyst Nick Antonucci, CVA, CEPA, is joined by Managing Associate K.C. Smith, CFP ®, CEPA, and Research Analyst Jacob Keen, CFA, to address a common investor concern on what moves to make in anticipation of higher taxes should Biden win the November election.

Text us your financial questions!The "Money Talks" hosts discuss the market’s reaction to the Presidential Debate and what the market is telling us about the election.

Text us your financial questions!With the vast disparity in sector performance, the “Money Talks” financial experts discuss converting depressed holdings into a Roth IRA.

Text us your financial questions!Tax Consultants from Henssler CPAs & Advisers join the show, taking a deep dive into the tax platforms of Democratic nominee Biden and incumbent Trump for the presidential election.

Text us your financial questions!The “Money Talks” financial experts team up to discuss the difference between growth and value strategies and why an investor shouldn’t switch strategies mid-cycle.

Text us your financial questions!The “Money Talks,” financial experts team up to discuss the importance of establishing a sell strategy using a case study of a couple who frequently call their adviser asking if it is time to sell.

Text us your financial questions!This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, and fellow research Analysts Nick Antonucci, CVA, CEPA, and Jacob Keen, CFA, team up to answer a listener’s question, “Should we be alarmed by federal debt?” They provide a deeper look at our national debt and how it is “offset” by GDP growth.

Text us your financial questions!The “Money Talks” financial experts delve into a case study of a couple who are looking to create more liquidity in their plan so they can delay tapping their retirement funds. Refinancing their home might just do the trick.

Text us your financial questions! The “Money Talks” experts take a look at a unique situation where an investor is considering modifying his substantially equal periodic payment plan. They look at the rules behind the only allowed change and why he may not want to make the modification.

Text us your financial questions!Managing Associate D. James Barker, CWS®, and Associate Peter Lynch join Chief Investment Officer Troy Harmon, CFA, CVA, to look at a common client situation where both spouses have different dreams about what retirement looks like. They discuss how important it is to have the retirement discussion early on when you’re in the saving phase.

Text us your financial questions!The “Money Talks” experts take a deep dive into the latest GDP reading, discussing the disconnect between the economic report and the stock market performance. 

Text us your financial questions!The “Money Talks” experts take an in-depth look at the changes that have been happening in the long-term care insurance market.

Text us your financial questions!The “Money Talks” financial experts discuss a unique opportunity that 2020 brings—the ability to roll what would have been a 2020 RMD into a Roth IRA. They also cover the nuances of this move as well as why it may be beneficial to some investors.

Text us your financial questions!The Henssler Research Analysts explore portfolio construction and how paying attention to the fundamentals—a variety of factors that we believe influence a stock's performance—can help your portfolio over the long term.

Text us your financial questions!Many investors have similar questions--should we sell now? How do I position my portfolio for a potential presidential administration change? Why is the market so good if the economic news is so bad? We tackle these questions and explain why they can all be answered with our Ten Year Rule.