Balancing Risk, Reward, and Emotions: The Adviser Advantage

Henssler Money Talks

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Advances in Care

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Advancing Cardiology and Heart Surgery Through a History of Collaboration 20:13

לפני 15 ימים20:13

הפעל מאוחר יותר

רשימות

לייק

אהבתי

20:13

On this episode of Advances in Care , host Erin Welsh and Dr. Craig Smith, Chair of the Department of Surgery and Surgeon-in-Chief at NewYork-Presbyterian and Columbia discuss the highlights of Dr. Smith’s 40+ year career as a cardiac surgeon and how the culture of Columbia has been a catalyst for innovation in cardiac care. Dr. Smith describes the excitement of helping to pioneer the institution’s heart transplant program in the 1980s, when it was just one of only three hospitals in the country practicing heart transplantation. Dr. Smith also explains how a unique collaboration with Columbia’s cardiology team led to the first of several groundbreaking trials, called PARTNER (Placement of AoRTic TraNscatheteR Valve), which paved the way for a monumental treatment for aortic stenosis — the most common heart valve disease that is lethal if left untreated. During the trial, Dr. Smith worked closely with Dr. Martin B. Leon, Professor of Medicine at Columbia University Irving Medical Center and Chief Innovation Officer and the Director of the Cardiovascular Data Science Center for the Division of Cardiology. Their findings elevated TAVR, or transcatheter aortic valve replacement, to eventually become the gold-standard for aortic stenosis patients at all levels of illness severity and surgical risk. Today, an experienced team of specialists at Columbia treat TAVR patients with a combination of advancements including advanced replacement valve materials, three-dimensional and ECG imaging, and a personalized approach to cardiac care. Finally, Dr. Smith shares his thoughts on new frontiers of cardiac surgery, like the challenge of repairing the mitral and tricuspid valves, and the promising application of robotic surgery for complex, high-risk operations. He reflects on life after he retires from operating, and shares his observations of how NewYork-Presbyterian and Columbia have evolved in the decades since he began his residency. For more information visit nyp.org/Advances…

לפני 24 ימים 19:29

MP3•בית הפרקים

Text us your financial questions!

Original Air Date: January 25, 2025

"Money Talks," hosts Nick Antonucci, CVA, CEPA, Director of Research, and Managing Associates K.C. Smith, CFP®, CEPA, and D.J. Barker, CWS®, address an investor’s concern about the value a financial planner brings to the table. They explore how advisers provide personalized guidance, emotional support, and strategic planning that goes far beyond simply managing investments.

Read the Article: https://www.henssler.com/balancing-risk-reward-and-emotions-the-adviser-advantage

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#Business News #Trading #Henssler #Investing #News #Money #Business #Personal Finances #Lifestyle #Henssler Financial #Financial #Wealth Management #Financial Planning #Tax #Stock #Wealth Preservation

Balancing Risk, Reward, and Emotions: The Adviser Advantage

Henssler Money Talks

58 subscribers

published לפני 24 ימים

שתפו

MP3•בית הפרקים

Text us your financial questions!

Original Air Date: January 25, 2025

Read the Article: https://www.henssler.com/balancing-risk-reward-and-emotions-the-adviser-advantage

399 פרקים

Alle episoder

1
Should You Take Your RMD Early in the Year? 8:13

לפני 3 ימים8:13

8:13

Text us your financial questions! Original Air Date: February 15, 2025 The “Henssler Money Talks” show hosts Nick Antonucci, CVA, CEPA, Director of Research, and Managing Associates K.C. Smith, CFP®, CEPA, and D.J. Barker, CWS®, answered key questions from seniors about required minimum distributions (RMDs)—specifically, whether it's better to take them at the beginning of the year, spread them out over time, or wait until year-end. Read the Article: https://www.henssler.com/the-best-time-to-take-your-rmd-it-depends-on-your-goals…

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Henssler Money Talks - February 15, 2025 59:15

לפני 6 ימים59:15

59:15

Text us your financial questions! Henssler Money Talks — February 15, 2025 Season 39, Episode 7 This week on "Henssler Money Talks," show hosts Nick Antonucci, CVA, CEPA, Director of Research, and Managing Associates K.C. Smith, CFP®, CEPA, and D.J. Barker, CWS®, examined the impact of reciprocal tariffs on Consumer Sentiment. They also reviewed the latest earnings reports and the most recent Consumer Price Index reading. The team answered key questions from seniors about required minimum distributions (RMDs)—specifically, whether it's better to take them at the beginning of the year, spread them out over time, or wait until year-end. After the break, the advisers discussed Trump’s directive for the U.S. Treasury to stop producing new pennies, exploring the potential economic effects of eliminating the one-cent coin. They also provided insights into the rise of "buy now, pay later" services and how banks will be able to integrate short-term financing options into their existing debit programs. Timestamps and Chapters 11:10: Consumer Sentiment and CPI 24:15: Should You Take Your RMD Early in the Year? 32:11: No New Pennies and a Cashless Society 45:31: Expanding Reach of “Buy Now, Pay Later” Services Follow Henssler: Facebook: https://www.facebook.com/HensslerFinancial/ YouTube: https://www.youtube.com/c/HensslerFinancial LinkedIn: https://www.linkedin.com/company/henssler-financial/ Instagram: https://www.instagram.com/hensslerfinancial/ TikTok: https://www.tiktok.com/@hensslerfinancial?lang=en X: https://www.x.com/hensslergroup “Money Talks” is brought to you by Henssler Financial.…

1
Relationship Investment Scams 17:18

לפני 10 ימים17:18

17:18

Text us your financial questions! Original Air Date: February 8, 2025 The "Henssler Money Talks," show hosts, Nick Antonucci, CVA, CEPA, Director of Research, and Managing Associates K.C. Smith, CFP®, CEPA, and D.J. Barker, CWS®, discuss relationship investment scams, offering advice on warning signs to watch for and how working with a trusted financial adviser can help protect against these and other financial threats. Read the Article: https://www.henssler.com/the-hidden-perks-of-a-financial-adviser-spotting-scams-before-they-happen…

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Henssler Money Talks - February 8, 2025 55:58

לפני 13 ימים55:58

55:58

Text us your financial questions! Henssler Money Talks — February 8, 2025 Season 39, Episode 6 This week on "Money Talks," show hosts Nick Antonucci, CVA, CEPA, Director of Research, and Managing Associates K.C. Smith, CFP®, CEPA, and D.J. Barker, CWS®, reviewed the week’s market movements in response to earnings announcements, new U.S. tariffs on Chinese goods, and China’s retaliatory tariffs on U.S. goods. The team shares insights on how investors should interpret market news when positioning their portfolios. The financial experts also take a closer look at the economics of the “Big Game,” analyzing its local financial impact, the cost of commercials, and consumer spending. Their discussion then shifts to sports betting, exploring the differences between gambling, meme coins, and legitimate investing for long-term financial security. After the break, the advisers discuss relationship investment scams, offering advice on warning signs to watch for and how working with a trusted financial adviser can help protect against these and other financial threats. Timestamps and Chapters 05:07: Earnings and Tariffs 15:25: Economics of the “Big Game” 24:03: The Differences between Gambling, Meme Coins, and Investing 38:40: Relationship Investment Scams Follow Henssler: Facebook: https://www.facebook.com/HensslerFinancial/ YouTube: https://www.youtube.com/c/HensslerFinancial LinkedIn: https://www.linkedin.com/company/henssler-financial/ Instagram: https://www.instagram.com/hensslerfinancial/ TikTok: https://www.tiktok.com/@hensslerfinancial?lang=en X: https://www.x.com/hensslergroup “Money Talks” is brought to you by Henssler Financial. Sign up for the Money Talks Newsletter: https://www.henssler.com/newsletters/…

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Making the Case for Selling Stocks 9:29

לפני 17 ימים9:29

9:29

Text us your financial questions! Original Air Date: February 1, 2025 This week on "Henssler Money Talks," show hosts Nick Antonucci, CVA, CEPA, Director of Research, and Managing Associates K.C. Smith, CFP®, CEPA, and D.J. Barker, CWS®, shed light on when and why investors should consider selling their stocks. When a market disruptor shakes investor confidence, suddenly everyone is looking for the exit. Selling should be a strategic decision—not an emotional reaction. Read the Article: https://www.henssler.com/selling-stocks-in-a-booming-market-does-it-ever-make-sense…

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Henssler Money Talks — February 1, 2025 50:09

לפני 20 ימים50:09

50:09

Text us your financial questions! Henssler Money Talks — February 1, 2025 Season 39, Episode 5 This week on "Money Talks," show hosts Nick Antonucci, CVA, CEPA, Director of Research, and Managing Associates K.C. Smith, CFP®, CEPA, and D.J. Barker, CWS®, delved into the week’s market disruptor—DeepSeek, China’s latest entry into the artificial intelligence market. The team also shed light on when and why investors should consider selling their stocks. They touch on the Fed’s monetary policy meeting and how Millennials don’t consider themselves wealthy, despite their median wealth being more than 37% above expectations. Timestamps and Chapters 05:10: DeepSeek and Nvidia’s sell-off 23:14: Making the Case for Selling Stocks 34:44: Monetary Policy Meeting 39:15: Millennial Phantom Wealth Follow Henssler: Facebook: https://www.facebook.com/HensslerFinancial/ YouTube: https://www.youtube.com/c/HensslerFinancial LinkedIn: https://www.linkedin.com/company/henssler-financial/ Instagram: https://www.instagram.com/hensslerfinancial/ TikTok: https://www.tiktok.com/@hensslerfinancial?lang=en X: https://www.x.com/hensslergroup “Money Talks” is brought to you by Henssler Financial. Sign up for the Money Talks Newsletter: https://www.henssler.com/newsletters/…

1
Balancing Risk, Reward, and Emotions: The Adviser Advantage 19:29

לפני 24 ימים19:29

19:29

Text us your financial questions! Original Air Date: January 25, 2025 "Money Talks," hosts Nick Antonucci, CVA, CEPA, Director of Research, and Managing Associates K.C. Smith, CFP®, CEPA, and D.J. Barker, CWS®, address an investor’s concern about the value a financial planner brings to the table. They explore how advisers provide personalized guidance, emotional support, and strategic planning that goes far beyond simply managing investments. Read the Article: https://www.henssler.com/balancing-risk-reward-and-emotions-the-adviser-advantage…

1
Henssler Money Talks — January 25, 2025 59:09

לפני 27 ימים59:09

59:09

Text us your financial questions! Henssler Money Talks — January 25, 2025 Season 39, Episode 4 This week on "Money Talks," show hosts Nick Antonucci, CVA, CEPA, Director of Research, and Managing Associates K.C. Smith, CFP®, CEPA, and D.J. Barker, CWS®, have no shortage of topics in a week that kicked off with the Presidential Inauguration. In addition to the market news, the hosts discuss the many executive orders that were signed and how they may affect investments. The financial experts also cover the trend of meme coins, cryptocurrency inspired by internet memes or trends. The team also addressed an investor’s concern about the value a financial planner brings to the table. Timestamps and Chapters 06:45: Market Roundup: Jan. 20 – Jan. 24, 2025 14:58: Presidential Inauguration and Executive Orders 25:01: Cryptocurrency and Meme Coins 39:40: The Value of a Financial Planner Follow Henssler: Facebook: https://www.facebook.com/HensslerFinancial/ YouTube: https://www.youtube.com/c/HensslerFinancial LinkedIn: https://www.linkedin.com/company/henssler-financial/ Instagram: https://www.instagram.com/hensslerfinancial/ TikTok: https://www.tiktok.com/@hensslerfinancial?lang=en X: https://www.x.com/hensslergroup “Money Talks” is brought to you by Henssler Financial. Sign up for the Money Talks Newsletter: https://www.henssler.com/newsletters/…

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Financial Independence, Retire Early 15:21

לפני 4 weeks15:21

15:21

Text us your financial questions! Original Air Date: January 18, 2025 Director of Research Nick Antonucci, CVA, CEPA, and Managing Associates K.C. Smith, CFP®, CEPA, and D.J. Barker, CWS®, debated the Financial Independence, Retire Early movement, a lifestyle approach focused on aggressive saving, investing, and frugality to achieve financial independence and retire significantly earlier than traditional retirement age. Read the Article: https://www.henssler.com/fire-movement-the-path-to-early-retirement-or-a-frugal-trap…

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Henssler Money Talks — January 18, 2025 56:03

לפני 5 weeks56:03

56:03

Text us your financial questions! Henssler Money Talks — January 18, 2025 Season 39, Episode 3 This week on "Money Talks," Director of Research Nick Antonucci, CVA, CEPA, is joined by Managing Associates K.C. Smith, CFP®, CEPA, and D.J. Barker, CWS®, to examine the week’s market performance, looking at inflation indicators, the Producer Price and Consumer Price indices. The team analyzed interest rates and their impact on the evolution of starter homes, highlighting how these once-accessible gateways for Americans to enter the real estate market are disappearing. In this week’s case study, the financial experts debated the Financial Independence, Retire Early movement, a lifestyle approach focused on aggressive saving, investing, and frugality to achieve financial independence and retire significantly earlier than traditional retirement age. The team wrapped up the show with personal predictions on the themes that might shape 2025. Timestamps and Chapters 00:00: Market Roundup: Jan. 13 – Jan. 17, 2025 12:08: The Evolution of the Starter Home 24:44: Case Study: Financial Independence, Retire Early 39:36: What Might Shape 2025 Follow Henssler: Facebook: https://www.facebook.com/HensslerFinancial/ YouTube: https://www.youtube.com/c/HensslerFinancial LinkedIn: https://www.linkedin.com/company/henssler-financial/ Instagram: https://www.instagram.com/hensslerfinancial/ TikTok: https://www.tiktok.com/@hensslerfinancial?lang=en X: https://www.x.com/hensslergroup “Money Talks” is brought to you by Henssler Financial. Sign up for the Money Talks Newsletter: https://www.henssler.com/newsletters/…

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Navigating Emotional Financial Topics 12:32

לפני 5 weeks12:32

12:32

Text us your financial questions! Original Air Date: January 11, 2025 Director of Research Nick Antonucci, CVA, CEPA, is joined by Managing Associates K.C. Smith, CFP®, CEPA, and D.J. Barker, CWS®, to talk about how they frequently find themselves stepping into the role of a mediator or “marriage counselor” when helping couples navigate emotionally charged financial topics like retirement. Read the Article: https://www.henssler.com/more-than-money-the-emotional-journey-of-retirement…

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Henssler Money Talks - January 11, 2025 53:47

לפני 6 weeks53:47

53:47

Text us your financial questions! Henssler Money Talks — January 11, 2025 Season 39, Episode 2 This week on "Money Talks," Director of Research Nick Antonucci, CVA, CEPA, is joined by Managing Associates K.C. Smith, CFP®, CEPA, and D.J. Barker, CWS®, to weigh in on the ISM Manufacturing and Nonmanufacturing indices, the Job Openings and Labor Turnover for November, and the minutes from the last Federal Open Market Committee meeting and what they indicated for future rate cuts. The experts had an open discussion on the Social Security Fairness Act that eliminates the Windfall Elimination Provision and the Government Pension Offset for federal and municipal government employees. In this week’s case study, D.J. and K.C. talk about how they frequently find themselves stepping into the role of a mediator or “marriage counselor” when helping couples navigate emotionally charged financial topics. The episode finishes with the hosts responding to listeners’ questions on senior marriages that could eliminate some Social Security benefits and how to determine what holdings to trim for required minimum distributions. Timestamps and Chapters 00:00: Market Roundup: Jan. 6 – Jan. 10, 2025 18:15: Open Discussion: Social Security Fairness Act 27:14: Case Study: Navigating Emotional Financial Topics 39:20: Q&A Time: Intel Corp., and Trading Hours Follow Henssler: Facebook: https://www.facebook.com/HensslerFinancial/ YouTube: https://www.youtube.com/c/HensslerFinancial LinkedIn: https://www.linkedin.com/company/henssler-financial/ Instagram: https://www.instagram.com/hensslerfinancial/ TikTok: https://www.tiktok.com/@hensslerfinancial?lang=en X: https://www.x.com/hensslergroup “Money Talks” is brought to you by Henssler Financial. Sign up for the Money Talks Newsletter: https://www.henssler.com/newsletters/…

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Magic Numbers and Retirement Spending 13:16

לפני 6 weeks13:16

13:16

Text us your financial questions! Original Air Date: January 4, 2025 Director of Research Nick Antonucci, CVA, CEPA, is joined by Managing Associate K.C. Smith, CFP®, CEPA, and Senior Associate Michael Griffin, CFP®, to discuss the “magic retirement number,” and why spending makes it different for each investor. Read the Article: https://www.henssler.com/your-spending-dictates-your-retirement-not-a-magic-number…

לפני 16 weeks46:04

46:04

Text us your financial questions! Henssler Money Talks — November 2, 2024 Season 38, Episode 44 This week on "Money Talks," Director of Research, Nick Antonucci, CVA, CEPA, is joined by Managing Associate Melanie Wells, CFP®, and Arun Gupta, Esq., estate planning attorney with Reeves Law P.C. The radio hosts recapped the highs and lows in this week’s market landscape, touching on Consumer Sentiment and Consumer Confidence and the preliminary estimate for third-quarter GDP. Arun joins the show to discuss a situation where a son has been named the executor of his mother’s estate. Arun explores the order in which the process usually follows and the duties of an executor. Rounding out the show, the experts answer listener’s questions on catch-up contributions, Warner Music Group, and Tencent Music Entertainment. Timestamps and Chapters 00:00: Market Roundup: Oct. 28 – Nov 1, 2024 22:23: Case Study: What to Know as an Executor of an Estate 37:04: Q&A Time: Catch-Up Contributions, Warner Music Group, and Tencent Music Entertainment Follow Henssler: Facebook: https://www.facebook.com/HensslerFinancial/ YouTube: https://www.youtube.com/c/HensslerFinancial LinkedIn: https://www.linkedin.com/company/henssler-financial/ Instagram: https://www.instagram.com/hensslerfinancial/ TikTok: https://www.tiktok.com/@hensslerfinancial?lang=en X: https://www.x.com/hensslergroup “Money Talks” is brought to you by Henssler Financial. Sign up for the Money Talks Newsletter: https://www.henssler.com/newsletters/…

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