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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

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Henssler Money Talks — May 11, 2024
Season 38, Episode 19
This 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. The hosts finish the show answering a listener’s question on how to keep a mid-life career change from becoming a financial disaster. 
Timestamps and Chapters
00:00 Market Roundup: May 6 – May 10, 202422:02 Case Study: Pitfalls that Could Derail Your Retirement 37:24 Q&A Time: Mid-life Career ChangesFollow 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 
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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-management 

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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 new to professional financial planning understand the differences between actively and passively managed investments and why an adviser may recommend one or the other. The hosts also address a listener’s question on Monte Carlo Simulations, and how they work in financial planning. 
Timestamps and Chapters 
00:00 Market Roundup: April 29 – May 3, 2024 25:16 Case Study: Actively and Passively Managed Investments 36:38 Q&A Time: Monte Carlo Simulations. 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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This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, and fellow Research Analysts Nick Antonucci, CVA, CEPA, and Jacob Keen, CFA, take a deeper dive into the trends seen in the stock market, economy, and the possibility of stagflation.
Read the Article: https://www.henssler.com/interest-rates-stand-still-a-look-at-the-factors-holding-back-cuts-in-2024  

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Henssler Money Talks – April 27, 2024
Season 38, Episode 17
This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by fellow Research Analysts Nick Antonucci, CVA, CEPA, and Jacob Keen, CFA, to cover the week’s market action and the first reading of First Quarter 2024 GDP. The Analysts take a deeper dive into the trends seen in the stock market, economy, and the possibility of stagflation. The show hosts round out the show by answering listeners’ questions, including one about Teva Pharmaceuticals
Timestamps and Chapters
0:00 Market Roundup: April 22 – April 26, 202422:56 Case Study: Trends in the Economy and Stock Market 33:38 Q&A Time: Stagflation and Teva PharmaceuticalsFollow 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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