Original Air Date: December 21, 2024

Director of Research Nick Antonucci, CVA, CEPA, and Managing Associates D.J. Barker, CWS®, and K.C. Smith, CFP®, share insights about alternative investments and how they can work in a relatively conservative portfolio. They also elaborated on the pros and cons of holding alternative investments. 

Read the Article: https://www.henssler.com/understanding-the-role-of-alternatives-in-todays-investment-landscape

This week on Money Talks, we are taking a look back at our best case studies and conversations from the last few weeks, while we celebrate the holiday.

Join us for the best of “Money Talks” your trusted resource for your money, your future, your life.

Henssler Money Talks — December 21, 2024  
Season 38, Episode 51

This week on "Money Talks," Director of Research Nick Antonucci, CVA, CEPA, is joined by Managing Associates D.J. Barker, CWS®, and K.C. Smith, CFP®, CEPA to cover the market’s volatile week, November’s Retail Sales, and the Federal Open Market Committee’s monetary policy meeting. The experts shared insights about alternative investments and how they can work in a relatively conservative portfolio. They also elaborated on the pros and cons of holding alternative investments. 

Timestamps and Chapters

• 00:00: Market Roundup: Dec. 16 — Dec. 20, 2024
• 24:28: Case Study:  Alternative Investments

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Original Air Date: December 14, 2024 

Director of Research Nick Antonucci, CVA, CEPA, is joined by Managing Associates D.J. Barker, CWS®, and K.C. Smith, CFP®, CEPA. The team shares their insights on the Retirement Income Literacy Quiz, focusing on areas where investors lack the most knowledge. 

Read the Article: https://www.henssler.com/retirement-literacy-gap-why-planning-is-more-important-than-ever 

Henssler Money Talks — December 14, 2024
Season 38, Episode 50 

This week on "Money Talks," Director of Research Nick Antonucci, CVA, CEPA, is joined by Managing Associates D.J. Barker, CWS®, and K.C. Smith, CFP®, CEPA. They discuss key inflation indicators, including the Producer Price Index and Consumer Price Index, as well as year-to-date market performance and the recent pullback in the healthcare sector. The team also shares their insights on the Retirement Income Literacy Quiz, focusing on areas where investors lack the most knowledge. To close the show, they answer a listener’s question about investing in dividend stocks amid potential Federal Reserve interest rate cuts.

Timestamps and Chapters

• 00:00: Market Roundup: Dec. 9 — Dec. 13, 2024
• 24:53: Case Study:  Retirement Income Literacy
• 40:21: Q&A Time: Interest Rates and Dividend-Paying Stocks

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Original Air Date: December 7, 2024 

Director of Research Nick Antonucci, CVA, CEPA, is joined by Managing Associates Jarrett McKenzie, CFP®, CWS®, and K.C. Smith, CFP®, CEPA, explore sequence risk and the long-term effects of retiring in a down market. Jarrett and K.C. unpacked how the Henssler Ten Year Rule nearly eliminates this risk. 

Read the Article: https://www.henssler.com/retirement-planning-managing-market-risks-and-ensuring-financial-stability   

Henssler Money Talks — December 7, 2024
Season 38, Episode 49 

This week on "Money Talks," Director of Research Nick Antonucci, CVA, CEPA, is joined by Managing Associates Jarrett McKenzie, CFP®, CWS®, and K.C. Smith, CFP®, CEPA, to discuss the breadth of market performance and the ISM Manufacturing and Nonmanufacturing indices. The financial experts explored the topic of sequence risk and the long-term effects of retiring in a down market. Jarrett and K.C. unpacked how the Henssler Ten Year Rule nearly eliminates this risk. The show hosts wrap up the hour with a listener’s question on substantiating qualified charitable distributions.

Timestamps and Chapters

• 00:00: Market Roundup: Dec. 2 — Dec. 6, 2024
• 23:42: Case Study:  Sequence Risk
• 42:48: Q&A Time: Qualified Charitable Distributions

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This week on Money Talks, we’ll be out of the studio celebrating Thanksgiving and probably grabbing some of those black Friday sales.

We’ll be taking a look back at some of our best case studies from the past few months, including some of the changes coming to retirement accounts in 2025 as part of the phased-in provisions from the Secure 2.0 Act, how proposed changes in policy affect current financial plans, and test driving your retirement plan. 

Original Air Date: November 23, 2024 

Director of Research Nick Antonucci, CVA, CEPA, is joined by Managing Associate Jarrett McKenzie, CFP®, CWS®, and Associate Clay Norman, CFP®, to advise a couple interested in gifting money to their family members, offering efficient and beneficial ways to share their wealth. 

Read the Article: https://www.henssler.com/giving-with-purpose-maximize-the-impact-of-your-gifts  

Henssler Money Talks — November 23, 2024
Season 38, Episode 47 

This week on "Money Talks," Director of Research Nick Antonucci, CVA, CEPA, is joined by Managing Associate Jarrett McKenzie, CFP®, CWS®, and Associate Clay Norman, CFP®, to discuss the market performance and if the current trajectory is sustainable. The financial experts advise a couple interested in gifting money to their family members, offering efficient and beneficial ways to share their wealth. The hosts finish the show with a listener’s question on Super Micro Computer. 

Timestamps and Chapters

• 00:00: Market Roundup: Nov. 18 – Nov. 22, 2024
• 22:32: Case Study:  Advantages in Gifting
• 36:18: Q&A Time: Super Micro Computer

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