Henssler Money Talks Henssler Financial

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 Associate Giuliana Barbagelata, CFP® to cover the University of Michigan’s Consumer Sentiment Survey, Retail Sales, and Industrial Production. Michael and Giuliana highlight some of the financial questions and moves that investors often have after tax season. The financial experts also answer listeners’ questions on paying estate tax and if IRAs are “judgement proof.” 
Timestamps and Chapters 
00:00 Market Roundup: April 15 – April 19, 202423:46 Case Study: Financial Moves Coming Out of Tax Season35:02 Q&A Time: Estate Tax and if IRAs are “Judgement Proof” Follow Henssler:  
Facebook: https://www.facebook.com/HensslerFinancial/ YouTube:  https://www.youtube.com/c/HensslerFinancial LinkedIn: https://www.linkedin.com/company/henssler-financial/ Instagram: https://www.instagram.com/hensslerfinancial/ TikTok: https://www.tiktok.com/@hensslerfinancial?lang=en  X: https://www.x.com/hensslergroup  “Money Talks” is brought to you by Henssler Financial.

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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 their future, but don’t know if they should be looking at everything as a whole instead of separate accounts with their own objective. 


Read the Article: https://www.henssler.com/from-i-do-to-we-will-how-marriage-impacts-your-finances 

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 Associate Peter Lynch to cover the news that moved the market including the Consumer Price and Producer Price indices. The hosts discuss the price increases and what moves the Fed might make in their fight against inflation. Logan and Peter discuss strategies for a couple who want to make significant strides saving for their future, but don’t know if they should be looking at everything as a whole instead of separate accounts with their own objective. The host finish the show with a listener’s question on if it is too late to start saving for retirement. 
Timestamps and Chapters 
 00:00 Market Roundup: April 8 – April 12, 2024 23:08 Case Study: Investing as a Couple 35:52 Q&A Time: How late is too late to start saving for retirement? Follow Henssler:  
Facebook: https://www.facebook.com/HensslerFinancial/ YouTube:  https://www.youtube.com/c/HensslerFinancial LinkedIn: https://www.linkedin.com/company/henssler-financial/ Instagram: https://www.instagram.com/hensslerfinancial/ TikTok: https://www.tiktok.com/@hensslerfinancial?lang=en X: https://www.x.com/hensslergroup  “Money Talks” is brought to you by Henssler Financial.

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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 deciding when to begin Social Security benefits. The decision on when to begin drawing your Social Security benefits should not be made in the vacuum of which option provides the greater cumulative benefit.  
Read the Article: https://www.henssler.com/planning-your-retirement-balancing-social-security-and-investment-growth   

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 Associate Adam Stadalius, CFP®, to summarize the week’s market movements and cover the Manufacturing and Nonmanufacturing indices. K.C. and Adam explain Henssler Financial’s unique strategy for deciding when to begin Social Security benefits. The hosts continue the theme answering listeners’ questions on Social Security survivors’ benefits and if a pension will affect how much Social Security benefit is received. 
Timestamps and Chapters
00:00 Market Roundup: April 1 – April 5, 202422:11 Case Study: When to Begin Social Security Benefits32:35 Q&A Time: Social Security Survivors’ Benefit and Windfall Elimination ProvisionFollow Henssler:  
Facebook: https://www.facebook.com/HensslerFinancial/ YouTube:  https://www.youtube.com/c/HensslerFinancial LinkedIn: https://www.linkedin.com/company/henssler-financial/ Instagram: https://www.instagram.com/hensslerfinancial/ TikTok: https://www.tiktok.com/@hensslerfinancial?lang=en X: https://www.x.com/hensslergroup 
 “Money Talks” is brought to you by Henssler Financial.

Sign up for the Money Talks Newsletter: https://www.henssler.com/newsletters/ 

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, we’re here to answer your financial questions.  Email us at DrGene@henssler.com