Henssler Money Talks Henssler Financial

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...

Text us your financial questions!Managing Associate D.J. Barker, CWS®, and Senior Financial Planner Billy Collins join Chief Investment Officer Troy Harmon, CFA, CVA, to discuss pitfalls that many newly retired investors may encounter that could derail their retirement. Read the Article: https://www.henssler.com/the-road-to-retirement-pitfalls-to-avoid-on-your-financial-journey

Text us your financial questions!Henssler Money Talks — May 11, 2024Season 38, Episode 19This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate D.J. Barker, CWS®, and Senior Financial Planner Billy Collins to cover April’s Employment Situation, and the ISM Nonmanufacturing Index in addition to the week’s market performance. D.J. and Billy discuss pitfalls that many newly retired investors may encounter that could derail their retirement. Th...

Text us your financial questions!Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate Jarrett McKenzie, CFP®, CWS®, and Senior Financial Planner Molly Remeika, CFP®, to help some investors new to professional financial planning understand the differences between actively and passively managed investments and why an adviser may recommend one or the other. Read the Article: https://www.henssler.com/building-your-optimal-portfolio-the-role-of-active-and-passive-ma...

Text us your financial questions!Henssler Money Talks — May 4, 2024 Season 38, Episode 18 This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate Jarrett McKenzie, CFP®, CWS®, and Senior Financial Planner Molly Remeika, CFP®, to cover the week’s market movements and economic releases, including Personal Income, the PCE Deflator, and the University of Michigan Consumer Sentiment Survey. The financial experts help a couple of investors ne...