Chief Investment Officer Troy Harmon, CFA, CVA, is joined Jim Crone, CFS®, CLU®, Director of Insurance Planning, and Associate Giuliana Barbagelata, CFP®, to discuss how life insurance can help wealthy families who may be susceptible to estate tax issues—especially if the expanded estate tax exemption limits expire and revert to 2017 levels. 

Read the Article: https://www.henssler.com/the-role-of-irrevocable-life-insurance-trusts-in-estate-planning 

Henssler Money Talks – March 9, 2024
Season 38, Episode 10

This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Jim Crone, CFS®, CLU®, Director of Insurance Planning, and Associate Giuliana Barbagelata, CFP®, to discuss the ISM Manufacturing and Nonmanufacturing indices, Consumer Sentiment, and the week’s market moves. Jim highlights how life insurance can help wealthy families who may be susceptible to estate tax issues—especially if the expanded estate tax exemption limits expire and revert to 2017 levels. The experts round out the show by answering a listener’s question on Medigap policies.

Timestamps and Chapters

• 00:00 Market Roundup: Mar. 4 – Mar. 8, 2024
• 22:46 Case Study: Repurposing Life Insurance as an Estate Planning Tool
• 34:00 Q&A Time: Medigap Policies
•  

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Chief Investment Officer Troy Harmon, CFA, CVA, and Associates Peter Lynch and Josh Weidie, CFP®, CWS®, advise a family about the missed opportunities when taking a payout from a 401(k) to pay off their child’s student loans. 

Read the Article: https://www.henssler.com/found-money-should-you-use-an-old-401k-to-pay-off-a-childs-student-loans

Henssler Money Talks – March 2, 2024
Season 38, Episode 9

This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined Associates Peter Lynch and Josh Weidie, CFP®, CWS®, to discuss the second reading of fourth-quarter 2023 GDP, the PCE Deflator and the February Conference Board Consumer Confidence reading. Josh and Peter advise a family about the missed opportunities when taking a payout from a 401(k) to pay off student loans. The hosts conclude the show with listeners’ questions on rolling 529 Plan funds to a Roth IRA and tech companies Advanced Micro Devices and Symbiotic Inc. 

Timestamps and Chapters

• 00:00 Market Roundup: Feb. 26 – Mar. 1, 2024
• 22:23 Case Study: Using a 401(k) Payout to Pay off Student Loans
• 34:30 Q&A Time: 529 Plan to Roth IRA, AMD, and Symbiotic, Inc.

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Chief Economic Adviser Roger Tutterow, Ph.D., joins Chief Investment Officer Troy Harmon, CFA, CVA, and Managing Associate K. C. Smith, CFP®, CEPA, to cover the conflicting signals in the economy, with indicators like an inverted yield curve suggesting a recession while other factors point to growth.

Read the Article: https://www.henssler.com/understanding-the-economys-contradictory-trends

Henssler Money Talks – February 24, 2024
Season 38, Episode 8 

This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Chief Economic Adviser Roger Tutterow, Ph.D., and Managing Associate K. C. Smith, CFP®, CEPA, to cover January’s Producer Price Index, the University of Michigan consumer Sentiment Survey, and the minutes from the Fed’s January meeting on monetary policy. The hosts continue the market news, discussing how the Fed is data dependent, following the Leading Economic Indicators when considering interest rates. They also touch on the consumer and employment. The hosts finish the show with listeners’ questions on Applied Materials and medical debt.

Timestamps and Chapters

• 00:00 Market Roundup: Feb 19 – Feb 23, 2024
• 22:36 Investment Whys: Economic Outlook
• 34:15 Q&A Time: Applied Materials and Medical Debt  

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Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Senior Associate Michael Griffin, CFP®, and Jessie Thomas, Tax Manager with CPA Henssler CPAs & Advisers, to recommend actions an investor and his son can do when filing the final tax return for his deceased wife.

Read the Article: https://www.henssler.com/death-taxes-and-paperwork-filing-a-final-tax-return 

Henssler Money Talks – February 17, 2024
Season 38, Episode 7

This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Senior Associate Michael Griffin, CFP®, and Jessie Thomas, Tax Manager with CPA Henssler CPAs & Advisers, to cover January’s Consumer Price Index, Retail Sales, and the slight uptick in jobless claims. Jessie and Michael recommend actions an investor and his son can do when filing the final tax return for his deceased wife.  The hosts conclude the show answering a listener’s question on holding real estate funds.

Timestamps and Chapters

• 00:00 Market Roundup: Feb 12 – Feb 16, 2024
• 22:12  Case Study: The Final Tax Return
• 33:50 Q&A Time: Vanguard Real Estate Index Fund 

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Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Justin Wagner, AIF®, Client Relationship - Retirement Services, and Associate Giuliana Barbagelata, CFP®, to provide advice for a couple who treat their 401(k)s quite differently—she actively trades her investments while he hasn’t even looked at his in three years! 

Read the Article: https://www.henssler.com/401k-investing-finding-balance-between-active-engagement-and-passive-management  

Henssler Money Talks – February 10, 2024
Season 38, Episode 6

This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Justin Wagner, AIF®, Client Relationship - Retirement Services, and Associate Giuliana Barbagelata, CFP®, to cover January’s employment situation, the University of Michigan Consumer Sentiment Survey, and the ISM Nonmanufacturing Index. Justin and Giuliana provide advice for a couple who treat their 401(k)s quite differently—she actively trades her investments while he hasn’t even looked at his in three years! The financial experts finish the show with a listener’s question about retirement plan rollovers. 

Timestamps and Chapters

• 00:00 Market Roundup: Feb 5 – Feb 9, 2024
• 23:26 Case Study: Rebalancing Your 401(k)
• 36:10 Q&A Time: Retirement Plan Rollovers

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