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This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by fellow Research Analyst Jacob Keen, CFA, and Managing Associate K.C. Smith, CFP®, CEPA, to cover the week’s market news, including the Fed’s two-day meeting on monetary policy and the potential impact of Chinese real estate developer Evergrande missing its interest payment on its U.S.-dollar bond. K.C. gives some guidance for an investor’s situation in planning for his compensation of Restricted Stock Units. The show hosts round out the show addressing listeners’ questions on the potential impact of Biden’s tax plan for capital gains and Warren Buffett’s picks of The Coca-Cola Company, Chevron Corporation, and Moody’s Corporation.

Check out the show segments using the chapter controls in the player above.

• Market Roundup: Covering the week of September 20—September 24, 2021
• Case Study: Planning for Restricted Stock Units
• Q&A Time: Biden’s plans for capital gains and The Coca-Cola Co., Chevron Corp., and Moody’s Corp.

Original Air Date: September 18, 2021  

Chief Investment Officer Troy Harmon, CFA, CVA, is joined by fellow Research Analyst Nick Antonucci, CVA, CEPA, and Managing Associate Jarrett McKenzie, CFP®, CWS® to evaluate an investor’s situation who feels that he’s done just fine with asset management and doesn’t need a financial plan. Jarrett explains how the financial plan is even more critical in retirement than it is during your saving years. 

Read the Article: https://www.henssler.com/managing-portfolio-risk-with-financial-planning-in-retirement 

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This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by fellow Research Analyst Nick Antonucci, CVA, CEPA, and Managing Associate Jarrett McKenzie, CFP®, CWS® to cover the week’s market news, consumer prices, and what caused oil and petroleum companies to outperform this week. Jarrett takes a look at an investor’s situation who feels that he’s done just fine with asset management and doesn’t need a financial plan. Jarrett explains how the financial plan is even more critical in retirement than it is during your saving years. Finally the hosts round out the show answering listeners’ questions on qualified charitable distributions and e-commerce company Shopify.

Check out the show segments using the chapter controls in the player above.

• Market Roundup: Covering the week of September 13—September 17, 2021
• Case Study: Financial Planning Beyond Retirement
• Q&A Time: Qualified Charitable Distributions and Shopify

Original Air Date: September 11, 2021  

Henssler Financial's Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate D.J. Barker, CWS®, and Associate Peter Lynch to discuss the importance of having fiduciaries or trusted contacts for senior investors to help ensure these potentially vulnerable investors are not being exploited. Peter explains the different types of powers of attorney and when they are applicable. 

Read the Article: https://www.henssler.com/trusted-persons-to-help-with-financial-responsibilities-as-you-age 

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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 market’s performance, second quarter earnings and the Fed’s Beige Book. D.J. and Peter discuss the importance of having fiduciaries or trusted contacts for senior investors to help ensure these potentially vulnerable investors are not being taken advantage of. Peter explains the different types of powers of attorney and when they are applicable. The hosts round out the show discussing the difference between Treasury bonds and Municipal bonds, and some undervalued stocks that appear to be able to handle inflation. 

Check out the show segments using the chapter controls in the player above.

• Market Roundup: Covering the week of September 7—September 10, 2021
• Case Study: Fiduciaries for Seniors
• Q&A Time: Treasury vs. Municipal bonds, Haverty Furniture Companies, Post Holdings, and Ameris Bancorp

In this episode of “Our Three Cents – Exit Planning Strategies” podcast, hosts Troy Harmon, CFA, CVA, Nick Antonucci, CVA, CEPA, and K.C. Smith, CFP®, CEPA, discuss the difference between debt and equity when it comes to raising money for your small business. They look at lending, savings, lines of credit as well as bringing on a partner or investors. 

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The “Money Talks” hosts, Chief Investment Officer Troy Harmon, CFA, CVA, and Managing Associate K.C. Smith, CFP®, CEPA interviewed Warren Luckett, co-founder of Black Restaurant Week, LLC, to discuss the week dedicated to celebrating the flavors of African-American, African, and Caribbean cuisine nationwide. Through a series of events and promotional campaigns, Black Restaurant Week’s culinary initiatives help introduce culinary businesses and culinary professionals to the community. They cover how they’ve helped restaurants through the pandemic, and their Feed the Soul Foundation and its mission of creating sustainable culinary businesses in the community.

https://blackrestaurantweeks.com

https://feedthesoulfou.org 

Original Air Date: August 28, 2021 

Associates Melanie Wells, CFP®, and Logan Daniel, CFP®, CRPC®, join Chief Investment Officer Troy Harmon, CFA, CVA, to cover a little-known strategy for high income earners to move a significant amount of retirement funds into Roth accounts for tax-free growth.

Read the Article: https://www.henssler.com/growing-retirement-funds-tax-free-with-a-mega-backdoor-roth-ira

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This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Associates Melanie Wells, CFP®, and Logan Daniel, CFP®, CRPC®, to discuss New Home and Existing Home sales, the first revision of second quarter GDP and why the market has been hitting record highs. Melanie shares a little-known strategy for high income earners to move a significant amount of retirement funds into Roth accounts for tax-free growth. The financial Experts round out the show answering listeners’ questions on online marketplace Etsy, social media gaming developer Zynga, and determining the need for long-term care insurance.

Check out the show segments using the chapter controls in the player above.

• Market Roundup: Covering the week of August 23 – August 27, 2021
• Case Study: Mega Backdoor Roth IRA
• Q&A Time: Etsy Inc., Zynga Inc., and long-term care insurance

Original Air Date: August 21, 2021  

This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Tax Consultant Jessie Thomas, CPA, of Henssler CPAs & Advisers, and fellow Research Analyst, Jacob Keen, CFA. Jessie shares some insight to the Advance Child Tax Credit and how taxpayers who had a child in 2021 can receive their credit. 

Read the Article: https://www.henssler.com/monthly-payments-from-the-irs-advance-child-tax-credit