The “Henssler Money Talks” hosts examine the rise of artificial intelligence in the financial services industry. While AI could bring greater efficiency, it also introduces new risks related to privacy and cybersecurity. Could investors one day be onboarded by an adviser’s AI assistant? It’s possible—but the value of personal relationships and human guidance remains irreplaceable.
The wedding planning may be done—but the tax planning is just getting started. From filing status changes to healthcare and withholding updates, marriage can bring major tax surprises.
Sending money through apps like Venmo or Zelle is fast and convenient—but it’s not risk-free. Learn how to protect yourself from costly errors and fraud when using peer-to-peer payment services.
Scrolling for financial tips? Be careful—what sounds like savvy advice on TikTok could leave you owing thousands to the IRS. Before you follow that “tax hack” or investment shortcut, read this. We break down why social media isn’t the place for serious financial advice—and what to look for instead.
We explore what it really means to work with a financial adviser in retirement, going beyond investments to examine every aspect of your financial life. From rolling over your 401(k) to building a personalized plan that aligns with your goals and risk capacity, it’s a deep dive that compares to a financial root canal—but one that can set you up for long-term confidence and clarity.
As of May 5, 2025, borrowers with defaulted federal student loans will be referred to a federal debt collection service and may eventually be subject to wage garnishment.
Student-athletes are cashing in on their name, image, and likeness—but the IRS is paying attention too. From unexpected tax bills to changes in donor deductions, the NIL era brings big opportunities and big risks.
Nick Antonucci, CVA, CEPA, and D.J. Barker, CWS®, join K.C. Smith, CFP®, CEPA, who brings together his two favorite topics: college sports and finance. Nico Iamaleava was essentially forced off the University of Tennessee’s football team over a dispute tied to an NIL agreement. He potentially lost millions before ever seeing a dime—which begs the question: what kind of financial advice was he getting? We explore why having the right team around you—financially and personally—is more important than ever. Whether you’re an athlete, a business owner, or just trying to make smart money moves, this conversation matters.
“Henssler Money Talks” hosts Nick Antonucci, CVA, CEPA, Director of Research, and Managing Associates K.C. Smith, CFP®, CEPA, and D.J. Barker, CWS®, answer the question, “Can you fund your retirement by selling Air Jordans?” It’s been reported that Hermès Birkin bags have averaged a 14.2% annual increase, outperforming the S&P 500—but are they truly investments? We explore the world of alternative investments in collectibles, including designer handbags, sneakers, cars, fine art, baseball cards, and more. Should these luxury items be part of your portfolio?
Owe taxes but can’t pay by April 15? You’re not alone! From IRS payment plans to home equity loans, there are several options to avoid penalties and interest. Learn how to manage your tax bill and stay ahead of the game
