Podcasts - Henssler Money Talks

January 9, 2021

This week on “Money Talks,” the hosts discuss the week’s market events, including the ISM Manufacturing and Services indices and the market’s reaction to political events. The Experts delve into the Consolidated Appropriations Act of 2021, which included $900 billion in additional COVID-19 stimulus. They also provide an answer to investing in REITs for a listener.

January 2, 2021

This week on “Money Talks,” the Henssler Research Analysts discuss how the market ended in 2020 and what they expect for 2021. They discuss sector performance, the difference between growth and value stocks, and inflation. The Analysts round out the show by answering questions on amusement park operator Cedar Fair L.P. and the duration of bonds used when following the Ten Year Rule.

December 19, 2020

This week on “Money Talks,” the hosts discuss how the market has fared for the year. The Experts look at an investor who has a healthy risk tolerance and wants to take advantage of the economic environment going into 2021. He wants to allocate a portion of his portfolio to tactical positions. The show hosts…

December 12, 2020

This week on “Money Talks,” the hosts cover the relatively flat week and how the market is closely watching the number of COVID cases as well as stimulus talks. The financial experts explore a client situation of a multigenerational home and the estate plan complications they created. Rounding out the show, the hosts answer listeners’ questions on creating tax-free income in retirement and making tactical moves in your 401(k).

December 5, 2020

This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate D.J. Barker, CWS®, and Associate Peter Lynch to discuss the week’s market action including multiple purchasing managers’ index readings, including the Chicago PMI, HIS Market US Manufacturing, the ISM Manufacturing and the HIS Market US Composite PMI. They…

November 21, 2020

This week on “Money Talks,” the hosts discuss the week’s market moves and how third-quarter’s earnings have fared. The experts take a deep dive into the economy, looking at the recent spike in COVID cases, Biden’s proposed tax changes, and how Georgia has fared compared to the rest of the nation. Finally, they round out the show answering listeners’ questions on Citizens Financial Group and Rocket Companies.

November 14, 2020

This week on “Money Talks,” the hosts discuss the week’s market moves, how the sectors have been performing, and inflation indicators. The experts take a close look at why your asset allocation should be strategic rather than influenced by whoever is in the President’s Office. Rounding out the show, the hosts answer listeners’ questions on bond funds, getting more return, and why we shouldn’t just ditch everything for Tech stocks.

November 7, 2020

This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Principal Jennifer Thomas, CFP®, and Director of Insurance Planning Jim Crone, CLU® CFS®, to discuss the market’s reaction to the U.S. presidential election, the tail end of earnings season, and sector performance for the week. The Henssler Experts also discuss…

October 24, 2020

This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate Shawna Theriault, CPA, CFP®, CDFA® and Associate Logan Daniel to discuss the market’s movements and the difference in performance between growth and value stocks. Henssler’s financial experts offer planning advice for a couple where COVID-19 layoffs forced one…

October 17, 2020

This week on “Money Talks,” the show’s experts discuss the week’s economic news including business optimism, the Producer Price Index, and the weekly jobless claims. The financial team also aids a couple in understanding what a safe withdrawal rate is for their retirement assets. They look different methods and then explain the Henssler way of planning for liquidity and withdrawals in retirement. The show hosts round out the show by answering a listener’s question on investing in REITs.

October 10, 2020

This week on “Money Talks,” the hosts cover the week’s economic releases, including the ISM Nonmanufacturing Index, employment and job openings, and the lack of potential for more stimulus. The financial experts address a common investor concern on what moves to make in anticipation of higher taxes should Biden win the November election. The hosts round out the show answering listeners’ questions on how the pandemic may decrease Social Security, healthcare insurance company Anthem and basic financial moves every investor should consider during the fourth quarter.

October 3, 2020

This week on “Money Talks,” Troy Harmon, CFA, CVA, is joined by Senior Associate Jarrett McKenzie, CFP®, CWS®, and Client Relationship Manager for Retirement Services Justin Wagner, AIF®, to cover the market’s reaction to the Presidential Debate as well as take a look at how the sectors have fared year to date. With the vast…

September 26, 2020

This week on “Money Talks,” Tax Consultants from Henssler CPAs & Advisers join the show to discuss the market’s decline in the last week. They discuss the rough time in the Energy sector and how the treatment of both the Technology and Energy sectors have been overblown. The experts spend the bulk of the show taking a deep dive into the tax platforms of Democratic nominee Biden and incumbent Trump for the presidential election.

September 19, 2020

This week on “Money Talks,” the hosts discuss unemployment, sector performance, and the market’s reaction to Fed comments on the duration of low interest rates. The financial experts team up to discuss the difference between growth and value strategies and why an investor shouldn’t switch strategies mid-cycle. The hosts also explore the latest initial public…

September 12, 2020

This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Principal Jennifer J. Thomas, CFP®, and Managing Associate D. J. Barker, CWS®, to discuss the market’s five-day slide, small business sentimen, and the increase in mortgage applications and refinancing. The experts team up to discuss the importance of establishing a…

August 29, 2020

This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined fellow research Analysts Nick Antonucci, CVA, CEPA, and Jacob Keen, CFA, to discuss the week’s market action and the week’s economic releases, including the Case-Shiller Home Price Index, New Home Sales, Durable Goods, and the weekly Jobless Claims. The show hosts…

August 22, 2020

This week on “Money Talks,” hosts discuss the year-to-date market movements and the correlation between market performance and election outcomes. The financial experts delve into a case study of a couple looking to create more liquidity in their plan to delay tapping their retirement funds. Refinancing their home might just do the trick. The hosts…

August 15, 2020

This week on “Money Talks,” the Financial Experts discuss the market action for the week and how it compares to 12-month ago levels. They also explain how the performance of a few heavily weighted companies are making the S&P Index seem like it is outperforming despite lackluster earnings. The show’s hosts also take a look…

August 8, 2020

This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined Managing Associate D. James Barker, CWS®, and Associate Peter Lynch to discuss the market’s sector performance, earnings surprises, and the Purchasing Manager’s Index. The financial planners look at a common client situation where each spouse has different dreams about what retirement…

August 1, 2020

This week on “Money Talks,” your hosts discuss both the Dallas and Richmond Fed Manufacturing indices, the S&P Case Shiller Home Price Index, as well as the stock market performance for the year to date and the last 12 months. The experts take a deep dive into the latest GDP reading from the Bureau of Economic Analysis. They discuss the disconnect between the economic report and the stock market performance. They also touch on other factors, including employment, the upcoming election, and the interest rate environment. The hosts tie up the show answering a listener’s question on the not-so-struggling retail sector.

July 25, 2020

This week on “Money Talks,” the hosts discuss the week’s market movements, the Chicago Fed National Activity Index, Household Credit Report, and housing news. The group takes an in-depth look at the changes that have been happening in the long-term care insurance market. The experts round out the show answering listeners’ questions on companies that are part of the shipping/delivery arena and adding real estate to a portfolio.

July 18, 2020

This week on “Money Talks,” the hosts discuss the week’s earnings reports, unemployment, and the Small Business Optimism Index. The financial Experts lead a discussion on a unique opportunity that 2020 brings—the ability to roll what would have been a 2020 RMD into a Roth IRA. They also cover the nuances of this move as well as why it may be beneficial to some investors. The hosts round out the show answering listeners’ questions on why the Dow rallies on speculation of a COVID vaccine and Chinese plastics producer Sinopec Shanghai Petrochemical Company Ltd.

July 11, 2020

This week on “Money Talks,” the hosts discuss the week’s market action, the Services Index, and interest rates. Henssler’s Research Analysts delve deep into a case study on portfolio construction and how paying attention to diversification can help your portfolio over the long term. The experts round out the show answering listeners’ questions on delayed tax returns, income tax on unemployment benefits, and the current rate of corporate bankruptcies in 2020.

June 27, 2020

This week on “Money Talks,” your hosts discuss the market’s choppy moves during the week, housing news, and interest rates. The financial experts also answer the top three investor questions we get: Should we sell now? How do I position my portfolio for a presidential administration change? Why is the market so good if the economic news is so bad? The hosts round out the show by answering listeners’ questions on coronavirus-related withdrawals from a Roth IRA and the new method the government is using for distributing Economic Impact Payments.

Money Talks

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