February 28, 2026

This week on the podcast, we tackle the headlines—and the hypotheticals—that are rattling investors and homeowners alike.

Markets recently reacted to a provocative “left-tail” AI scenario making the rounds—a fictional 2028 research report suggesting that too much AI success could ultimately lead to significant white-collar job losses. We’ll unpack why markets can be so sensitive to narrative shocks.

Next, a circulating opinion piece raises concerns about whether Wall Street could legally seize customer securities in a future financial crisis. We’ll separate rhetoric from regulation, clarify how custody actually works, explain the important differences between margin and cash accounts.

Then, we answer a thoughtful listener question about leaving a legacy gift to a college fraternity. We’ll explore charitable giving vehicles, distribution strategies, trustee considerations, and how the fraternity’s tax status could significantly influence the best approach.

Finally, with mortgage rates easing off their recent highs, we welcome Shanna Squires of Henssler Mortgage Advisors to discuss when refinancing truly makes sense.

From AI-driven market volatility to custody risk, legacy planning, and refinancing strategy, we’ll help you cut through the noise and focus on what really matters for long-term financial decision-making.

Join hosts Nick Antonucci, CVA, CEPA, Director of Research, and Managing Associates K.C. Smith, CFP®, CEPA, and D.J. Barker, CWS®, and Kelly-Lynne Scalice, a seasoned communicator and host, on Henssler Money Talks as they explore key financial strategies to help investors navigate market uncertainty.

Timestamps and Chapters

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Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
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