This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Senior Associate Melanie Wells, CFP®, and Financial Planner Zach Alexander BFA™, CRPC®, to cover the changes to monetary policy announced by the Federal Open Market Committee this week as well as the ISM Manufacturing and Nonmanufacturing indices. Melanie and Zach team up to discuss a couple of investors who are worried about the transition in retirement from accumulating money to spending money. The experts round out the show answering listeners’ question on the Consumer Staples sector, Medicare Open Enrollment and health care company Becton Dickinson and Co. Check out the show segments using the chapter controls in the player above.Market Roundup: Covering the week of November 1 – November 5, 2021Case Study: Transitioning From Saving to Spending in RetirementQ&A Time: Consumer Staples sector, Medicare Open Enrollment, and Beckton Dickinson and Co.

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Henssler Money Talks - November 6, 2021

Insurance transfers the financial risk to an insurance company. 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, talk with Director of Insurance Planning, Jim Crone, CFS®, CLU®, about using insurance in your business to transfer the risk that death, disability, divorce, distress, or disagreement would disrupt a company’s future. They discuss how certain polices can ensure that there is cash flow in the event something happens to an owner. 

Our Three Cents: Insurance in Exit Planning

Chief Investment Officer Troy Harmon, CFA, CVA, Managing Associate D.J. Barker, CWS®, and Senior Financial Planner Giuliana Barbagelata, CFP®, take a closer look at donor-advised funds and family foundations for significant charitable giving. They compare the two in terms of ongoing fees, donor control, and tax benefits. Read the Article: https://www.henssler.com/establishing-a-legacy-of-giving-through-donor-advised-funds-and-family-foundations 

Case Study: Establishing a Legacy of Giving Through Donor-Advised Funds and Family Foundations

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 Giuliana Barbagelata, CFP®, to cover the week’s market action, including the Conference Board’s Consumer Confidence survey and Durable Goods orders. The financial experts take a closer look at donor-advised funds and family foundations for significant charitable giving. They compare the two in terms of ongoing fees, donor control, and tax benefits. The experts round out the show answering listeners’ questions on high deductible health plans and health savings accounts, plus stocks UPS and FedEx. Check out the show segments using the chapter controls in the player above.Market Roundup: Covering the week of October 24—October 29, 2021Case Study: Donor-Advised Funds and Family FoundationsQ&A Time: High Deductible Health Plans, Health Savings Accounts, UPS, and FedEx. 

Henssler Money Talks - October 30, 2021

Chief Investment Officer Troy Harmon, CFA, CVA, joined by Managing Associate K.C. Smith, CFP®, CEPA, and Senior Financial Planner Clay Norman, CFP®, team up to explain the Rule 72(t) strategy that allows early retirees to access their retirement funds before age 59 ½ while avoiding the 10% early withdrawal penalty. They discuss the pros and cons to tapping the retirement account early, as well as how investors can control how much they withdraw. Read the Article: https://www.henssler.com/tapping-a-retirement-account-early-and-avoiding-early-withdrawal-penalties

Case Study: Substantially Equal Periodic Payments using Rule 72(t)

This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate K.C. Smith, CFP®, CEPA, and Senior Financial Planner Clay Norman, CFP®, to cover the week’s market movers, the Fed’s Beige Book, and Industrial Production. K.C. and Clay team up to explain the Rule 72(t) strategy that allows early retirees to access their retirement funds before age 59 ½ while avoiding the 10% early withdrawal penalty. They discuss the pros and cons to tapping the retirement account early as well as how an investor can control how much they withdraw. The Financial Experts round out the show answering listeners’ questions on converting to a Roth IRA before year-end and Teledoc Health, Inc.Check out the show segments using the chapter controls in the player above.Market Roundup: Covering the week of October 18—October 22, 2021Case Study: Substantially Equal Periodic Payments, Rule 72(t)Q&A Time: Roth IRA Conversion and Teledoc Health, Inc. 

Henssler Money Talks - October 23, 2021

Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Associate Michael Griffin, CWS®, and Financial Planner Adam Stadalius, CFP®, to discuss inflation with this week’s case study where an investor learns he is receiving a meaningful cost of living adjustment in his Social Security benefits; however, he is still concerned that inflation will significantly eat into his retirement income. The financial experts discuss how Henssler factors inflation into a client’s spending projections. Read the Article on Henssler.com: https://www.henssler.com/inflation-cash-flow-projections-and-retirement-spending

Case Study: Inflation, Cash Flow Projections, and Retirement Spending

This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Associate Michael Griffin, CFP®, and Financial Planner Adam Stadalius, CFP®, to discuss inflation with the release of the September Consumer and Producer Price indices. Michael and Adam continue the inflation discussion with this week’s case study where an investor learns he is receiving a meaningful cost of living adjustment in his Social Security benefits; however, he is still concerned that inflation will significantly eat into his retirement income. The financial experts discuss how Henssler factors inflation into a client’s spending projections. The hosts round out the show answering listeners’ questions on health insurance and a cryptocurrency exchange-traded fund.Check out the show segments using the chapter controls in the player above.Market Roundup: Covering the week of October 11—October 15, 2021Case Study: Social Security COLA increase and factoring in inflation in retirement planningQ&A Time: Health insurance in your 20s and a cryptocurrency ETF

Henssler Money Talks - October 16, 2021

This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Associate Michael Griffin, CWS®, and Financial Planner Adam Stadalius, CFP®, to discuss inflation with the release of the September Consumer and Producer Price indices. Michael and Adam continue the inflation discussion with this week’s case study where an investor learns he is receiving a meaningful cost of living adjustment in his Social Security benefits; however, he is still concerned that inflation will significantly eat into his retirement income. The financial experts discuss how Henssler factors inflation into a client’s spending projections. The hosts round out the show answering listeners’ questions on health insurance and a cryptocurrency exchange-traded fund.Check out the show segments using the chapter controls in the player above.Market Roundup: Covering the week of October 11—October 15, 2021Case Study: Social Security COLA increase and factoring in inflation in retirement planningQ&A Time: Health insurance in your 20s and a cryptocurrency ETF

Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate Shawna Theriault, CFP®, CPA, CDFA®, and Senior Financial Planner Josh Weidie, CWS® to discuss a common investor worry—the fear of retiring in a down market. They cover sequence risk and how the Henssler Ten Year Rule mitigates it. Read the Article: https://www.henssler.com/mitigating-sequence-risk-with-the-ten-year-rule 

Case Study: The Risk of Retiring in a Down Market

Henssler Money Talks - October 9, 2021

Research Analyst Jacob Keen, CFA, is joined by Director of Insurance Planning, Jim Crone, CLU®, CFS®, and Associate Michael Griffin, CFP® to discuss the trend in the life insurance marketplace where large insurers are selling existing policies to private-equity firms and asset managers. Jim highlights the concerns that policyholders may be exposed to riskier underlying investments. Read the article: https://www.henssler.com/life-insurance-policies-are-being-sold-to-private-equity-firms/ 

Case Study: Life Insurance Policies Are Being Sold to Private-Equity Firms

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