October 17, 2026

How much control should you have over where your money is invested, and what happens when your financial decisions come with restrictions?

We start with Trump Accounts, examining the investment limitations, questions surrounding donated shares, and what parents should understand about how their children's money is invested. From there, we broaden the conversation to the moral dilemma of investing. Can you align your portfolio with your personal values without compromising diversification or investment performance? And does avoiding certain stocks actually influence corporate behavior?

Then, we turn to real estate and answer three listener questions about the capital gains exclusion on home sales. From the tax implications of converting a rental into a primary residence to what longtime homeowners should consider when appreciation pushes their gains beyond the exclusion limits, we're examining the rules, tradeoffs, and financial decisions that aren't always as straightforward as they seem.

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

6:44: Trump Accounts: Investing with Limits
16:02: The Moral Dilemma of Investing
27:49: The Fine Print on Home Sale Profits

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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.

This article is for demonstrative and academic purposes and is meant to provide valuable background information on particular investments, NOT a recommendation to buy. The investments referenced within this article may currently be traded by Henssler Financial. All material presented is compiled from sources believed to be reliable and current, but accuracy cannot be guaranteed. The contents are intended for general information purposes only. Information provided should not be the sole basis in making any decisions and is not intended to replace the advice of a qualified professional, such as a tax consultant, insurance adviser or attorney. Although this material is designed to provide accurate and authoritative information with respect to the subject matter, it may not apply in all situations. Readers are urged to consult with their adviser concerning specific situations and questions. This is not to be construed as an offer to buy or sell any financial instruments. It is not our intention to state, indicate or imply in any manner that current or past results are indicative of future profitability or expectations. As with all investments, there are associated inherent risks. Please obtain and review all financial material carefully before investing. Henssler is not licensed to offer or sell insurance products, and this overview is not to be construed as an offer to purchase any insurance products.

Tagged values investing, index funds, ethical investing, concentration risk, moral investing, diversification, ESG investing, sin stocks, Trump Accounts, primary residence, SpaceX, home sale capital gain exclusion, stock donations, rental properties, seed money, converting rental properties, tax-advantaged children’s accounts, increase basis in home, five-year holding period