Henssler Money Talks Henssler Financial

Text us your financial questions! Managing Associate Jarrett McKenzie, CFP®, CWS®, and Associate Peter Lynch join Chief Investment Officer Troy Harmon, CFA, CVA, to discuss the unique perspective Henssler has on bond investing, including how they fit into an overall portfolio and when you should be buying them. Read the Article: https://www.henssler.com/preserving-capital-the-benefits-of-a-10-year-bond-strategy

Text us your financial questions!Henssler Money Talks — June 1, 2024Season 38, Episode 22This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate Jarrett McKenzie, CFP®, CWS®, and Associate Peter Lynch to cover conflicting information between the University of Michigan Consumer Sentiment Survey and the Conference Board’s Consumer Confidence reading, and the second reading of first-quarter GDP. The financial experts team up to discuss the uniq...

Text us your financial questions!Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Senior Associate Michael Griffin, CFP®, and Associate Josh Weidie, CFP®, CWS®, to provide a couple advice on saving for retirement; however, they don’t have a clear goal. The financial experts provide some advice on whether the investors should sit down with a financial adviser. Read the Article: https://www.henssler.com/crafting-your-financial-future-beyond-the-401k-widget

Text us your financial questions!Henssler Money Talks — May 25, 2024Season 38, Episode 21This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Senior Associate Michael Griffin, CFP®, and Associate Josh Weidie, CFP®, CWS®, to cover the week’s market news, the minutes from the Fed’s May monetary policy meeting and existing home sales. Michael and Josh provide advice for a couple who are saving for retirement; however, they don’t have a clear goal. The financia...

Text us your financial questions!Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate K.C. Smith, CFP®, CEPA, and Senior Associate Logan Daniel, CFP®, CRPC®, to discuss a strategy for retirees that allows them to generate tax-free income from their Roth IRA. Read the Article: https://www.henssler.com/from-ira-to-roth-strategic-conversions-for-tax-efficient-retirement

Text us your financial questions!Henssler Money Talks — May 18, 2024Season 38, Episode 20 This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate K.C. Smith, CFP®, CEPA, and Senior Associate Logan Daniel, CFP®, CRPC®, to cover the week’s market movements that led to an all-time high and inflation information from the Producer Price Index. K.C. and Logan discuss a strategy for retirees that allows them to generate tax-free income from th...