Money Talks

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December 21, 2019

This week on “Money Talks,” the hosts discuss year-to-date sector performance, and how the S&P 500 Index fared in 2019. The experts compare 2019 to past years and share what we anticipate 2020 will look like.

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December 14, 2019

This week on “Money Talks,” the hosts discuss year-to-date performance, November’s Jobs Report, and the unemployment rate. They also touch on consumer sentiment and wholesale trade. The experts provide advice to making your financial resolutions for the new year stick. They also answer listeners’ questions on a Vanguard money market fund and the Teacher Retirement…

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December 7, 2019

This week on “Money Talks,” your hosts discuss the week’s downward slip despite the stellar year-to-date performance. They also cover the contraction in the manufacturing sector. The Experts also dig into a case study of an investor who wants to minimize her required minimum distributions and wonders if a qualified longevity annuity contract will work for her situation. They round out the show answering listeners’ questions on working while receiving Social Security and ratings for insurance companies.

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November 23, 2019

This week on “Money Talks,” the hosts team up to discuss the market’s year-to-date performance, the latest Retail Sales report, what is expected for the holiday shopping season, and how much the strong consumer will likely spend. They touch on housing, Industrial Production, and weekly Jobless Claims. The experts also provide listeners with some useful year-end planning tips that cover estate, tax, investment, and financial planning. They also answer a listener’s three-part question on energy stocks Chevron and ExxonMobil, gifting stock shares to children, and Amazon’s price target for 2020.

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November 16, 2019

This week on “Money Talks,” your experts discuss year-to-date sector performance, the normalization of the yield curve after the Fed’s interest rate cut, the Consumer Price Index, and inflation. The hosts delve into the case of two sons concerned their father’s assets will be left to his fourth wife, and “everything will work itself out.” They cover the importance of coordinating beneficiary designations as well. The hosts round out the show answering listeners’ questions on what to do with investments in the current market and what investors should do with gains in tech company Applied Materials.

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November 9, 2019

This week on “Money Talks,” the Henssler Research Analysts discuss the market’s recent all-time highs, the contraction in global manufacturing and what they believe is keeping our economy in positive territory. One of our CPAs joins the discussion to highlight some significant changes to the Georgia HEART program that can benefit S-Corps and Partnerships. Rounding out the show, the Research Analysts answer listeners’ stock questions on Industrial stock Anixter International, Uber’s recent decline and poor earnings report, and Marathon Petroleum. They also discuss how a business owner can enhance the value of his business before he sells the business when he retires.

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November 2, 2019

This week on “Money Talks,” your hosts discuss the week’s market movement, the Fed’s recent interest rate cut, and the language used to indicate the Fed’s possible actions going forward. They also cover the yield curve and personal income. In this week’s case study, the experts discuss the desire to pay off one’s house, a common want among those about to retire. They take a look at the math and the psychology behind this “sleep better at night” scenario and then apply the Ten Year Rule to this common situation.

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October 26, 2019

This week on “Money Talks,” the experts discuss housing news with Existing Home Sales, Mortgage Applications, and New-Home Sales. They also comment on the upcoming Fed meeting where it is suspected the Fed may cut interest rates again. The hosts discuss some important estate planning documents everyone should have in order. Finally, they round out the show with listeners’ questions on the effect of Zantac’s recall on drugmakers Sanofi and Dr. Reddy’s Laboratories; taking out a reverse mortgage, and the streaming services offered by Netflix, Apple, and Disney.

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October 19, 2019

This week on “Money Talks,” the hosts discuss year-to-date sector performance, interest rates and the yield curve, and consumer sentiment. They also take a closer look at a situation for a couple of investors who have bought and sold several different types of assets throughout the year. They discuss the holding periods and how they affect the capital gains treatment. The experts also answer a listener’s question on Vanguard funds and provide some pros and cons about credit cards.

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October 12, 2019

This week on “Money Talks,” our hosts discuss the market news, including the latest employment situation for September, Wholesale trade, and the Consumer Price Index. The experts delve into a recent client situation where a fairly young couple are looking to purchase a long-term care policy. Jim discusses how their age and our current interest rate environment will affect their rates. Rounding out the show, we interview the Center for Family Resources CEO Melanie Kagan and Director of Operations Lee Smith about the organization’s mission and upcoming Thanks for Giving food drive.

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October 5, 2019

This week on “Money Talks,” the show hosts discuss the latest Consumer Sentiment Survey, the ISM Manufacturing Index, and the ISM Nonmanufacturing Index. The hosts also take a look at a common investor concern about how a potential presidential impeachment could affect the markets. They discuss what investors should and should not do differently with their financial plans. The experts also address a listener’s question on an investment in Altria Group, Inc., considering the controversy surrounding vaping.

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September 28, 2019

This week on “Money Talks,” the show hosts discuss the week’s market movements, the interest rate situation, the trade deal with China, and the final reading of second quarter GDP. The experts take a closer look at evaluating offers when exiting your business. They discuss the difference between taking a higher selling price with an earn out clause versus taking an all cash offer. The hosts also answer a listener’s question on the difference between exchange-traded funds and mutual funds.

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September 21, 2019

This week on “Money Talks,” the show hosts are joined by Roger Tutterow Ph.D., Henssler Financial Endowed Chair, Director of the Econometric Center and Professor of Economics at Kennesaw State University to discuss where the market is today compared to last year’s fourth-quarter pull back, retail sales and the overnight lending rate cut by the Federal Open Market Committee. The hosts also discuss how Georgia has recovered from the Great Recession compared to the national average. The experts also answer listeners questions on aerospace company Woodward Inc., e-commerce company Alibaba and explain the Fed’s overnight repo operations.

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September 14, 2019

This week on “Money Talks,” the show hosts discuss the year-to-date sector performance, focusing on the counter cyclical sectors Energy, Utilities, and Real Estate. They also touch on the Employment Situation, the Producer Price Index, and mortgage rates. The experts compare saving money to a Roth IRA for tax-free retirement funds versus taking the tax break now by saving pre-tax money to a 401(k). The show hosts also answer listeners’ questions on IRA to Roth IRA conversions and e-commerce platform Shopify.

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September 7, 2019

This week on “Money Talks,” the hosts discuss a possible second interest rate cut, global growth, personal income, and consumer sentiment. The experts also delve into a client situation, weighing the differences and benefits between saving to a 401(k) or an IRA. The experts also answer listeners’ questions on investing in IPOs, General Electric, and British American Tobacco. They also discuss taking money out of your 401(k) before age 59 ½ and what to do if you overfund your IRA.

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August 24, 2019

This week on “Money Talks,” the experts discuss the week’s market performance, interest rates on U.S. Treasury bonds, consumer sentiment, and inflation. The show hosts also take a closer look at how mortgage rates have been affected by interest rates and provide guidance for those who may be looking to refinance their home. The guys…

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August 17, 2019

This week on “Money Talks,” the hosts come together to discuss the mid-week 3% dip that likely stemmed from the inversion of the two- and 10-year Treasury bonds. They also take a look at the world economy and the trade war with China. The experts in business exit planning lead a discussion on the options…

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August 10, 2019

This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Senior Associate Jarrett McKenzie, CFP®, CWS®, and Associate Melanie Wells, CFP® to discuss the market’s reaction to the latest tariffs on Chinese goods, the escalating trade war, and China’s move to devalue its currency. They also touch on interest rates…

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August 3, 2019

This week on “Money Talks,” your hosts cover the Fed’s rate cut, the effect Trump’s tweets on tariffs had on the market, and second quarter GDP. Now that back-to-school season is here, the experts also shares some advice on the available tax credits for higher education and how to coordinate them with 529 Plan withdrawals. They round out the show answering listeners’ questions on “catching up” to other 35-year-olds, selling portfolio losers, surviving an IRS audit, and plant-based meat substitute manufacturer Beyond Meat.

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July 27, 2019

This week on “Money Talks,” the hosts cover the week’s market movements, Consumer Sentiment from the University of Michigan, and they touch on interest rates and housing news. The financial experts discuss what expertise financial planners bring to the table other than planning for retirement. The show hosts also address listeners’ questions on naming your…

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July 20, 2019

This week on “Money Talks,” the hosts discuss Retail Sales, the Fed’s Beige Book and market performance. The Experts take a closer look at the SECURE Act that is making its way through Congress, and what it may mean for the beneficiaries of your IRAs. The hosts also address listeners’ questions on Exxon Mobil, Berkshire Hathaway, Chevron Corp, Bank of America, Pfizer, and UPS. They also discuss a question on how much one should have in retirement savings by a certain age.

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July 13, 2019

This week on “Money Talks,” the hosts discuss the week’s market action including sector performance and interest rates. The experts also delve into the trend of “elder orphans,” seniors who have no close relatives or children to care for them in their final years. The show hosts also answer listeners’ questions on arts and crafts store Michaels, international mutual funds, and inheriting a 529 plan.

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June 29, 2019

This week on “Money Talks,” your hosts cover the week’s market action. They also touch on consumer confidence and first quarter gross domestic product. They also take a closer look at exactly what a financial plan is and how we go about tailoring a plan to a client’s specific situation.

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June 22, 2019

This week on “Money Talks,” the hosts discuss the current economic conditions, the Fed’s stance on interest rates, and consumer sentiment. The experts also take a look at the tax and planning issues related to receiving restricted stock as part of your compensation package.