Лучшие подкасты про Henssler (2025)

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The Henssler Ten Year Rule 16:21

2d ago16:21

16:21

Imagine being relatively confident that when you need to sell your investments for liquidity, the market would be up! On “Henssler Money Talks,” Nick Antonucci, CVA, CEPA, Director of Research, and Managing Associates K.C. Smith, CFP®, CEPA, and D.J. Barker, CWS®, explain our Henssler Ten Year Rule strategy, which allows investors to stay invested …

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Henssler Money Talks - March 22, 2025 1:09:52

5d ago1:09:52

1:09:52

We start with a detailed breakdown of the Henssler Ten Year Rule, explaining how it allows investors to weather downturns without selling equities. Then, we break down the latest market volatility, how inflation uncertainty is affecting the Producer Price Index and consumer Sentiment, and the Federal Reserve’s decision to maintain monetary policy. …

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Thematic Investing: Where Are They Now? 16:33

9d ago16:33

16:33

Original Air Date: March 15, 2025 From AI to GameStop to marijuana stocks, thematic investing has driven some of the hottest market trends in the last five years—but are these themes still delivering? The “Henssler Money Talks” show hosts Nick Antonucci, CVA, CEPA, Director of Research, and Managing Associates K.C. Smith, CFP®, CEPA, and D.J. Barke…

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Henssler Money Talks — March 15, 2025 1:07:30

12d ago1:07:30

1:07:30

Henssler Money Talks — March 15, 2025 Season 39, Episode 11 This week on "Henssler Money Talks," show hosts Nick Antonucci, CVA, CEPA, Director of Research, and Managing Associates K.C. Smith, CFP®, CEPA, and D.J. Barker, CWS®, discuss the subscription economy, what services we’re using and their perceived value, and how price hikes could change co…

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Market Volatility, Emotions, and Your Financial Plan 20:07

16d ago20:07

20:07

Original Air Date: March 8, 2025 The “Henssler Money Talks” show hosts Nick Antonucci, CVA, CEPA, Director of Research, and Managing Associates K.C. Smith, CFP®, CEPA, and D.J. Barker, CWS®, discuss the market’s volatility. Despite only being down 5% from the all-time high, many investors want to pull back their equity exposure as emotions are driv…

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Henssler Money Talks - March 8, 2025 54:27

19d ago54:27

54:27

Henssler Money Talks — March 8, 2025 Season 39, Episode 10 This week on "Henssler Money Talks," show hosts Nick Antonucci, CVA, CEPA, Director of Research, and Managing Associates K.C. Smith, CFP®, CEPA, and D.J. Barker, CWS®, discuss the market’s volatility. Despite only being down 5% from the all-time high, many investors want to pull back their …

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Should the U.S. Have a Sovereign Wealth Fund? 15:34

23d ago15:34

15:34

Original Air Date: March 1, 2025 The “Henssler Money Talks” show hosts Nick Antonucci, CVA, CEPA, Director of Research, and Managing Associates K.C. Smith, CFP®, CEPA, and D.J. Barker, CWS®, explore the idea circulating in Washington of creating a Sovereign Wealth Fund for the United States. They examine the potential benefits and drawbacks, includ…

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Henssler Money Talks — March 1, 2025 1:00:14

26d ago1:00:14

1:00:14

Henssler Money Talks — March 1, 2025 Season 39, Episode 9 This week on "Henssler Money Talks," show hosts Nick Antonucci, CVA, CEPA, Director of Research, and Managing Associates K.C. Smith, CFP®, CEPA, and D.J. Barker, CWS®, discuss the week’s major news, including Nvidia’s earnings, consumer sentiment, and the latest cost-cutting measures from th…

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Punt Taxes or Pay Taxes 19:12

1M ago19:12

19:12

Original Air Date: February 22, 2025 The “Henssler Money Talks,” show hosts Nick Antonucci, CVA, CEPA, Director of Research, and Managing Associates K.C. Smith, CFP®, CEPA, and D.J. Barker, CWS®, welcome Matthew Reed, CPA/ABV, a Tax Director with Henssler CPAs & Advisers, to join them in a strategy session about investors facing a key tax decision.…

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Henssler Money Talks - February 22, 2025 1:00:48

1M ago1:00:48

1:00:48

Henssler Money Talks — February 22, 2025 Season 39, Episode 8 This week on "Henssler Money Talks," show hosts Nick Antonucci, CVA, CEPA, Director of Research, and Managing Associates K.C. Smith, CFP®, CEPA, and D.J. Barker, CWS®, welcome Matthew Reed, CPA/ABV, a Tax Director with Henssler CPAs & Advisers, to discuss the benefits of having your fina…

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Should You Take Your RMD Early in the Year? 8:13

1M ago8:13

8:13

Original Air Date: February 15, 2025 The “Henssler Money Talks” show hosts Nick Antonucci, CVA, CEPA, Director of Research, and Managing Associates K.C. Smith, CFP®, CEPA, and D.J. Barker, CWS®, answered key questions from seniors about required minimum distributions (RMDs)—specifically, whether it's better to take them at the beginning of the year…

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Henssler Money Talks - February 15, 2025 59:15

1M ago59:15

59:15

Henssler Money Talks — February 15, 2025 Season 39, Episode 7 This week on "Henssler Money Talks," show hosts Nick Antonucci, CVA, CEPA, Director of Research, and Managing Associates K.C. Smith, CFP®, CEPA, and D.J. Barker, CWS®, examined the impact of reciprocal tariffs on Consumer Sentiment. They also reviewed the latest earnings reports and the …

1
Relationship Investment Scams 17:18

1M ago17:18

17:18

Original Air Date: February 8, 2025 The "Henssler Money Talks," show hosts, Nick Antonucci, CVA, CEPA, Director of Research, and Managing Associates K.C. Smith, CFP®, CEPA, and D.J. Barker, CWS®, discuss relationship investment scams, offering advice on warning signs to watch for and how working with a trusted financial adviser can help protect aga…

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Henssler Money Talks - February 8, 2025 55:58

2M ago55:58

55:58

Henssler Money Talks — February 8, 2025 Season 39, Episode 6 This week on "Money Talks," show hosts Nick Antonucci, CVA, CEPA, Director of Research, and Managing Associates K.C. Smith, CFP®, CEPA, and D.J. Barker, CWS®, reviewed the week’s market movements in response to earnings announcements, new U.S. tariffs on Chinese goods, and China’s retalia…

1
Making the Case for Selling Stocks 9:29

2M ago9:29

9:29

Original Air Date: February 1, 2025 This week on "Henssler Money Talks," show hosts Nick Antonucci, CVA, CEPA, Director of Research, and Managing Associates K.C. Smith, CFP®, CEPA, and D.J. Barker, CWS®, shed light on when and why investors should consider selling their stocks. When a market disruptor shakes investor confidence, suddenly everyone i…

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Henssler Money Talks — February 1, 2025 50:09

2M ago50:09

50:09

Henssler Money Talks — February 1, 2025 Season 39, Episode 5 This week on "Money Talks," show hosts Nick Antonucci, CVA, CEPA, Director of Research, and Managing Associates K.C. Smith, CFP®, CEPA, and D.J. Barker, CWS®, delved into the week’s market disruptor—DeepSeek, China’s latest entry into the artificial intelligence market. The team also shed…

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Balancing Risk, Reward, and Emotions: The Adviser Advantage 19:29

2M ago19:29

19:29

Original Air Date: January 25, 2025 "Money Talks," hosts Nick Antonucci, CVA, CEPA, Director of Research, and Managing Associates K.C. Smith, CFP®, CEPA, and D.J. Barker, CWS®, address an investor’s concern about the value a financial planner brings to the table. They explore how advisers provide personalized guidance, emotional support, and strate…

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Henssler Money Talks — January 25, 2025 59:09

2M ago59:09

59:09

Henssler Money Talks — January 25, 2025 Season 39, Episode 4 This week on "Money Talks," show hosts Nick Antonucci, CVA, CEPA, Director of Research, and Managing Associates K.C. Smith, CFP®, CEPA, and D.J. Barker, CWS®, have no shortage of topics in a week that kicked off with the Presidential Inauguration. In addition to the market news, the hosts…

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Financial Independence, Retire Early 15:21

2M ago15:21

15:21

Original Air Date: January 18, 2025 Director of Research Nick Antonucci, CVA, CEPA, and Managing Associates K.C. Smith, CFP®, CEPA, and D.J. Barker, CWS®, debated the Financial Independence, Retire Early movement, a lifestyle approach focused on aggressive saving, investing, and frugality to achieve financial independence and retire significantly e…

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Henssler Money Talks — January 18, 2025 56:03

2M ago56:03

56:03

Henssler Money Talks — January 18, 2025 Season 39, Episode 3 This week on "Money Talks," Director of Research Nick Antonucci, CVA, CEPA, is joined by Managing Associates K.C. Smith, CFP®, CEPA, and D.J. Barker, CWS®, to examine the week’s market performance, looking at inflation indicators, the Producer Price and Consumer Price indices. The team an…

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Navigating Emotional Financial Topics 12:32

2M ago12:32

12:32

Original Air Date: January 11, 2025 Director of Research Nick Antonucci, CVA, CEPA, is joined by Managing Associates K.C. Smith, CFP®, CEPA, and D.J. Barker, CWS®, to talk about how they frequently find themselves stepping into the role of a mediator or “marriage counselor” when helping couples navigate emotionally charged financial topics like ret…

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Henssler Money Talks - January 11, 2025 53:47

3M ago53:47

53:47

Henssler Money Talks — January 11, 2025 Season 39, Episode 2 This week on "Money Talks," Director of Research Nick Antonucci, CVA, CEPA, is joined by Managing Associates K.C. Smith, CFP®, CEPA, and D.J. Barker, CWS®, to weigh in on the ISM Manufacturing and Nonmanufacturing indices, the Job Openings and Labor Turnover for November, and the minutes …

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Magic Numbers and Retirement Spending 13:16

3M ago13:16

13:16

Original Air Date: January 4, 2025 Director of Research Nick Antonucci, CVA, CEPA, is joined by Managing Associate K.C. Smith, CFP®, CEPA, and Senior Associate Michael Griffin, CFP®, to discuss the “magic retirement number,” and why spending makes it different for each investor. Read the Article: https://www.henssler.com/your-spending-dictates-your…

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Henssler Money Talks - January 4, 2025 47:34

3M ago47:34

47:34

Henssler Money Talks — January 4, 2025 Season 39, Episode 1 This week on "Money Talks," Director of Research Nick Antonucci, CVA, CEPA, is joined by Managing Associate K.C. Smith, CFP®, CEPA, and Senior Associate Michael Griffin, CFP®, to cover the market’s final week of trading for 2024, October’s home prices, and 2024’s annual return. In this wee…

1
Case Study: Alternative Investments 19:51

3M ago19:51

19:51

Original Air Date: December 21, 2024 Director of Research Nick Antonucci, CVA, CEPA, and Managing Associates D.J. Barker, CWS®, and K.C. Smith, CFP®, share insights about alternative investments and how they can work in a relatively conservative portfolio. They also elaborated on the pros and cons of holding alternative investments. Read the Articl…

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Henssler Money Talks - December 28, 2024 (Repeat) 44:17

3M ago44:17

44:17

This week on Money Talks, we are taking a look back at our best case studies and conversations from the last few weeks, while we celebrate the holiday. Join us for the best of “Money Talks” your trusted resource for your money, your future, your life.Henssler Financial

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Henssler Money Talks — December 21, 2024 46:42

3M ago46:42

46:42

Henssler Money Talks — December 21, 2024 Season 38, Episode 51 This week on "Money Talks," Director of Research Nick Antonucci, CVA, CEPA, is joined by Managing Associates D.J. Barker, CWS®, and K.C. Smith, CFP®, CEPA to cover the market’s volatile week, November’s Retail Sales, and the Federal Open Market Committee’s monetary policy meeting. The e…

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Case Study: Retirement Income Literacy 14:50

3M ago14:50

14:50

Original Air Date: December 14, 2024 Director of Research Nick Antonucci, CVA, CEPA, is joined by Managing Associates D.J. Barker, CWS®, and K.C. Smith, CFP®, CEPA. The team shares their insights on the Retirement Income Literacy Quiz, focusing on areas where investors lack the most knowledge. Read the Article: https://www.henssler.com/retirement-l…

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Henssler Money Talks - December 14, 2024 45:50

3M ago45:50

45:50

Henssler Money Talks — December 14, 2024 Season 38, Episode 50 This week on "Money Talks," Director of Research Nick Antonucci, CVA, CEPA, is joined by Managing Associates D.J. Barker, CWS®, and K.C. Smith, CFP®, CEPA. They discuss key inflation indicators, including the Producer Price Index and Consumer Price Index, as well as year-to-date market …

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Case Study: Sequence Risk 18:50

4M ago18:50

18:50

Original Air Date: December 7, 2024 Director of Research Nick Antonucci, CVA, CEPA, is joined by Managing Associates Jarrett McKenzie, CFP®, CWS®, and K.C. Smith, CFP®, CEPA, explore sequence risk and the long-term effects of retiring in a down market. Jarrett and K.C. unpacked how the Henssler Ten Year Rule nearly eliminates this risk. Read the Ar…

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Henssler Money Talks — December 7, 2024 46:47

4M ago46:47

46:47

Henssler Money Talks — December 7, 2024 Season 38, Episode 49 This week on "Money Talks," Director of Research Nick Antonucci, CVA, CEPA, is joined by Managing Associates Jarrett McKenzie, CFP®, CWS®, and K.C. Smith, CFP®, CEPA, to discuss the breadth of market performance and the ISM Manufacturing and Nonmanufacturing indices. The financial expert…

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Henssler Money Talks - November 30, 2024 (Repeat) 44:59

4M ago44:59

44:59

This week on Money Talks, we’ll be out of the studio celebrating Thanksgiving and probably grabbing some of those black Friday sales. We’ll be taking a look back at some of our best case studies from the past few months, including some of the changes coming to retirement accounts in 2025 as part of the phased-in provisions from the Secure 2.0 Act, …

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Case Study: The Advantages in Gifting 14:17

4M ago14:17

14:17

Original Air Date: November 23, 2024 Director of Research Nick Antonucci, CVA, CEPA, is joined by Managing Associate Jarrett McKenzie, CFP®, CWS®, and Associate Clay Norman, CFP®, to advise a couple interested in gifting money to their family members, offering efficient and beneficial ways to share their wealth. Read the Article: https://www.henssl…

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Henssler Money Talks — November 23, 2024 45:35

4M ago45:35

45:35

Henssler Money Talks — November 23, 2024 Season 38, Episode 47 This week on "Money Talks," Director of Research Nick Antonucci, CVA, CEPA, is joined by Managing Associate Jarrett McKenzie, CFP®, CWS®, and Associate Clay Norman, CFP®, to discuss the market performance and if the current trajectory is sustainable. The financial experts advise a coupl…

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Case Study: Failing at Income Planning 13:49

4M ago13:49

13:49

Original Air Date: November 16, 2024 Director of Research Nick Antonucci, CVA, CEPA, is joined by Managing Associate K.C. Smith, CFP®, CEPA, and Senior Associate Logan Daniel, CFP®, CRPC®, to discuss investors’ fears when it comes to income planning during retirement. They explain how Henssler Financial determines how a retiree should tap their sav…

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Henssler Money Talks — November 16, 2024 45:24

4M ago45:24

45:24

Henssler Money Talks — November 16, 2024 Season 38, Episode 46 This week on "Money Talks," Director of Research Nick Antonucci, CVA, CEPA, is joined by Managing Associate K.C. Smith, CFP®, CEPA, and Senior Associate Logan Daniel, CFP®, CRPC®, to cover the market’s response to more election clarity as well as October’s inflationary measures, the Con…

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Case Study: Year-end Financial Moves 16:13

5M ago16:13

16:13

Original Air Date: November 9, 2024 Senior Associate Michael Griffin, CFP®, Associate Josh Weidie, CFP®, CWS®, and Tax Manager Matthew Reed, CPA/ABV, join forces to discuss key financial and tax year-end moves that investors should consider to finish 2024 on the right foot. Read the Article: https://www.henssler.com/close-out-2024-with-these-key-fi…

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Henssler Money Talks — November 9, 2024 45:51

5M ago45:51

45:51

Henssler Money Talks — November 9, 2024 Season 38, Episode 45 This week on "Money Talks," Senior Associate Michael Griffin, CFP®, is joined by Associate Josh Weidie, CFP®, CWS®, and Tax Manager Matthew Reed, CPA/ABV to cover the market’s reaction to the election and what volatility we may experience through the end of the year. The financial expert…

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Case Study: What to Know as an Executor of an Estate 14:56

5M ago14:56

14:56

Original Air Date: November 2, 2024 Director of Research, Nick Antonucci, CVA, CEPA, is joined by Managing Associate Melanie Wells, CFP®, and Arun Gupta, Esq., estate planning attorney with Reeves Law P.C. to broke down a situation where a son has been named the executor of his mother’s estate. Arun explores the order in which the process usually f…

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Henssler Money Talks — November 2, 2024 46:04

5M ago46:04

46:04

Henssler Money Talks — November 2, 2024 Season 38, Episode 44 This week on "Money Talks," Director of Research, Nick Antonucci, CVA, CEPA, is joined by Managing Associate Melanie Wells, CFP®, and Arun Gupta, Esq., estate planning attorney with Reeves Law P.C. The radio hosts recapped the highs and lows in this week’s market landscape, touching on C…

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Case Study: Creating a Legacy of Philanthropy 11:03

5M ago11:03

11:03

Original Air Date: October 29, 2024 Director of Investments Jacob Keen, CFA, is joined by Senior Associate Michael Griffin, CFP ®, and Associate Peter Lynch, to advise a couple who want to create a legacy of philanthropy with their assets. They discuss donor-advised funds, family foundations, and giving with life insurance. Read the Article: https:…

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Henssler Money Talks - October 26, 2024 45:56

5M ago45:56

45:56

Henssler Money Talks — October 26, 2024 Season 38, Episode 43 This week on "Money Talks," Director of Investments Jacob Keen, CFA, is joined by Senior Associate Michael Griffin, CFP ®, and Associate Peter Lynch to cover the week’s market action, including housing news and the Fed’s Beige Book. Michael and Peter provide advice for a couple who want …

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Case Study: Test Driving a Retirement Plan 12:33

5M ago12:33

12:33

Original Air Date: October 19, 2024 Managing Associate Jarrett McKenzie, CFP®, CWS®, and Senior Financial Planner Molly Remeika, CFP®, are joined by Director of Investments Jacob Keen, CFA, to break down when investors should consider engaging with a financial adviser and how they can “test drive” their retirement plan. Read the Article: https://ww…

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Henssler Money Talks - October 19, 2024 45:27

5M ago45:27

45:27

Henssler Money Talks — October 19, 2024 Season 38, Episode 42 This week on "Money Talks," Director of Investments Jacob Keen, CFA, is joined by Managing Associate Jarrett McKenzie, CFP®, CWS®, and Senior Financial Planner Molly Remeika, CFP®, to cover the week’s market news, including the Producer Price Index and Consumer Sentiment. Jarrett and Mol…

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Case Study: Changes coming to IRAs and 401(k)s in 2025 18:20

5M ago18:20

18:20

Original Air Date: October 12, 2024 Director of Research, Nick Antonucci, CVA, CEPA, is joined by Managing Associates K.C. Smith, CFP®, CEPA, and D.J. Barker, CWS® to break down some of the changes coming to retirement accounts in 2025 as part of the phased-in provisions from the Secure 2.0 Act, including souped-up catch-up contributions for those …

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Henssler Money Talks - October 12, 2024 45:10

6M ago45:10

45:10

Henssler Money Talks — October 12, 2024 Season 38, Episode 41 This week on "Money Talks," Director of Research, Nick Antonucci, CVA, CEPA, is joined by Managing Associates K.C. Smith, CFP®, CEPA, and D.J. Barker, CWS® to discuss September’s employment situation, International Trade, and September’s Consumer Price Index. The financial experts break …

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Case Study: IRA Missteps to Avoid 11:15

6M ago11:15

11:15

Original Air Date: October 5, 2024 Director of Research, Nick Antonucci, CVA, CEPA, is joined by Managing Associate K.C. Smith, CFP®, CEPA, and Associate Giuliana Barbagelata, CFP® to advise an investor who recently split from her partner and knows nothing about her IRA—how much she’s contributed, what she’s invested in, and what she can do with th…

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Henssler Money Talks - October 5, 2024 44:47

6M ago44:47

44:47

Henssler Money Talks — October 5, 2024 Season 38, Episode 40 This week on "Money Talks," Director of Research, Nick Antonucci, CVA, CEPA, is joined by Managing Associate K.C. Smith, CFP®, CEPA, and Associate Giuliana Barbagelata, CFP® to cover the week’s economic news including the latest report on Personal Income and how the uncertainty around the…

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Case Study: Planning for Changes on the Horizon 11:51

6M ago11:51

11:51

Original Air Date: September 28, 2024 Director of Investments Jacob Keen, CFA, is joined by Managing Associate Melanie Wells, CFP®, and Tax Manager Jessie Thomas, CPA, to explore the planning opportunities that may be on the horizon with the sunsetting provisions from the Tax Cuts and Jobs Act, a new presidential administration and Congress. Read t…

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Henssler Money Talks — September 28, 2024 46:44

6M ago46:44

46:44

Henssler Money Talks — September 28, 2024 Season 38, Episode 39 This week on "Money Talks," Director of Investments Jacob Keen, CFA, is joined by Managing Associate Melanie Wells, CFP®, and Tax Manager Jessie Thomas, CPA, to discuss the week’s economic news, including housing data and the Conference Board’s Consumer Confidence Survey. Melanie and J…

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