The hosts of “Henssler Money Talks” explore a potential shift in how markets themselves operate, as the SEC considers moving away from quarterly earnings reporting. What could that mean for transparency, investor behavior, and long-term decision-making? It’s a conversation that gets to the heart of how much short-term noise investors really need—and whether less could ultimately be more.

Original Air Date: March 21, 2026

Read the Article: https://www.henssler.com/what-a-shift-away-from-quarterly-reporting-could-mean-for-investors

It’s one of those weeks where everything seems to collide at once—markets reacting in real time to geopolitical tension, a pivotal Federal Reserve meeting on deck, and headlines that feel like they’re changing by the hour. With conflict in Iran pushing oil prices higher and uncertainty back in focus, we begin by helping investors separate emotion from strategy and stay grounded in a disciplined approach.

From there, we look past the headlines of record March Madness betting to the broader economic ripple effects—from increased exposure for schools, including local interest around Kennesaw State, to even a surprising trend: markets have historically “earned less” during the tournament. We also tackle a common retirement question: Does it make sense to delay your RMD until December in hopes of a higher market value? We’ll walk through where that thinking works, where it doesn’t, and how the Henssler Ten Year Rule can help remove the temptation to time withdrawals.

Finally, we turn to a potential shift in how markets themselves operate, as the SEC considers moving away from quarterly earnings reporting. What could that mean for transparency, investor behavior, and long-term decision-making? It’s a conversation that gets to the heart of how much short-term noise investors really need—and whether less could ultimately be more.

Join hosts Nick Antonucci, CVA, CEPA, Director of Research, and Managing Associates K.C. Smith, CFP®, CEPA, and D.J. Barker, CWS®, and Kelly-Lynne Scalice, a seasoned communicator and host, on Henssler Money Talks as they explore key financial strategies to help investors navigate market uncertainty.

Henssler Money Talks — March 21, 2026 | Season 40, Episode 12

Timestamps and Chapters

• 7.00: All Eyes on the Fed—and the Headlines
• 18:32: March Madness
• 38:12: December RMDs Only?
• 46:58: Earnings Season, Rewritten

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“Henssler Money Talks” is brought to you by Henssler Financial.

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Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.

See important disclosures at Henssler.com

Recent tensions in the Middle East, particularly around Iran and the Strait of Hormuz, have raised questions about potential impacts on energy markets and the global economy. The hosts of “Henssler Money Talks” discuss how geopolitical events can create short-term market volatility. Still, history shows that markets tend to recover as uncertainty fades and long-term economic fundamentals reassert themselves.

Original Air Date: March 14, 2026

Read the Article: https://www.henssler.com/the-middle-east-market-volatility-and-your-portfolio

As attacks in the Strait of Hormuz put investors on edge, we start this week’s episode with a conversation that takes a step back from the headlines to focus on what actually matters for client holdings. We’ll compare the current moment to 2008, examine how increased U.S. oil production has changed the picture, and offer some reassurance in a market still grappling with uncertainty.

With all the uncertainty, the S&P 500 keeps dipping, the headlines are getting louder, and investors are starting to feel uneasy—but the market is still only about 2% to 3% off record highs. We’ll put today’s volatility in context, revisit the “Ten-Year Rule,” and explain why moments like this are often when long-term discipline matters most.

After the break we look at Vanguard’s “How America Saves” report, which shows hardship withdrawals from 401(k) plans have been inching higher; however, participation in workplace retirement plans has also never been stronger. We’ll explore why that combination may actually signal progress, as more workers build retirement savings that can also serve as a financial backstop when life throws a curveball.

Join hosts Nick Antonucci, CVA, CEPA, Director of Research, and Managing Associates K.C. Smith, CFP®, CEPA, and D.J. Barker, CWS®, and Kelly-Lynne Scalice, a seasoned communicator and host, on Henssler Money Talks as they explore key financial strategies to help investors navigate market uncertainty.

Henssler Money Talks — March 14, 2026 | Season 40, Episode 11

Timestamps and Chapters

• 7:12: Perspective in a Time of Uncertainty
• 20:05: But is the Sky Really Falling?
• 45:31: The 401(k) Safety Net

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• TikTok: https://www.tiktok.com/@hensslerfinancial?lang=en
• X: https://www.x.com/hensslergroup

“Henssler Money Talks” is brought to you by Henssler Financial.

Sign up for the Money Talks Newsletter: https://www.henssler.com/newsletters/

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.

See important disclosures at Henssler.com

Managing Associate Melanie Wells joins the show to discuss what earning the Certified Divorce Financial Analyst® designation adds to financial planning during divorce. Using a real-world style case study, we examine how retirement accounts, pensions, stock options, real estate, and even debt are evaluated — and why in divorce planning, “fair” doesn’t always mean “equal.”

Original Air Date: March 7, 2026

Read the Article: https://www.henssler.com/divorce-isnt-just-emotional-its-financial

Geopolitical tensions flared over the weekend as military strikes involving the U.S., Israel, and Iran sent shockwaves through global headlines. But how did markets actually respond? We break down the reaction across energy prices, defense stocks, travel shares, and inflation expectations — and what investors should watch in the weeks ahead.

Moments like these often raise the same question: what does this mean for my portfolio? Looking at historical data from past geopolitical crises, we discuss how the S&P 500 has typically behaved during periods of uncertainty, why short-term volatility can look very different from long-term outcomes, and how investors can stay grounded by focusing on discipline rather than prediction.

Then we turn to the growing conversation around artificial intelligence and jobs. After Block announced significant layoffs with CEO Jack Dorsey pointing to AI as a key driver, we explore whether AI is truly replacing that much human capital — or if other business realities like a weak crypto market, past hiring trends, and stock performance may also be influencing the decision.

Finally, Managing Associate Melanie Wells joins the show to discuss what earning the Certified Divorce Financial Analyst® designation adds to financial planning during divorce. Using a real-world style case study, we examine how retirement accounts, pensions, stock options, real estate, and even debt are evaluated — and why in divorce planning, “fair” doesn’t always mean “equal.”

Join hosts Nick Antonucci, CVA, CEPA, Director of Research, and Managing Associates K.C. Smith, CFP®, CEPA, and D.J. Barker, CWS®, and Kelly-Lynne Scalice, a seasoned communicator and host, on Henssler Money Talks as they explore key financial strategies to help investors navigate market uncertainty.

Henssler Money Talks — March 7, 2026 | Season 40, Episode 10

Timestamps and Chapters

• 8:14 War Headlines and Wall Street
• 19:08: Discipline Over Drama
• 24:20: Separating Signal from Story
• 33:59: The Hidden Financial Decisions in Divorce

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• Instagram: https://www.instagram.com/hensslerfinancial/
• TikTok: https://www.tiktok.com/@hensslerfinancial?lang=en
• X: https://www.x.com/hensslergroup

“Henssler Money Talks” is brought to you by Henssler Financial.

Sign up for the Money Talks Newsletter: https://www.henssler.com/newsletters/

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.

See important disclosures at Henssler.com

A “Henssler Money Talks” listener wants to create a trust to leave a legacy to his college fraternity but wonders how to structure annual 10% distributions without trustee fees eating up the gift. We explore the trade-offs between giving vehicles and why the fraternity’s tax status could significantly shape the strategy.

Original Air Date: February 28, 2026

Read the Article: https://www.henssler.com/good-intentions-arent-enough-how-to-structure-a-charitable-legacy

Markets recently reacted to a provocative “left-tail” AI scenario making the rounds—a fictional 2028 research report suggesting that too much AI success could ultimately lead to significant white-collar job losses. We’ll unpack why markets can be so sensitive to narrative shocks.

Next, a circulating opinion piece raises concerns about whether Wall Street could legally seize customer securities in a future financial crisis. We’ll separate rhetoric from regulation, clarify how custody actually works, explain the important differences between margin and cash accounts.

Then, we answer a thoughtful listener question about leaving a legacy gift to a college fraternity. We’ll explore charitable giving vehicles, distribution strategies, trustee considerations, and how the fraternity’s tax status could significantly influence the best approach.

Finally, with mortgage rates easing off their recent highs, we welcome Shanna Squires of Henssler Mortgage Advisors to discuss when refinancing truly makes sense.

From AI-driven market volatility to custody risk, legacy planning, and refinancing strategy, we’ll help you cut through the noise and focus on what really matters for long-term financial decision-making.

Join hosts Nick Antonucci, CVA, CEPA, Director of Research, and Managing Associates K.C. Smith, CFP®, CEPA, and D.J. Barker, CWS®, and Kelly-Lynne Scalice, a seasoned communicator and host, on Henssler Money Talks as they explore key financial strategies to help investors navigate market uncertainty.

Henssler Money Talks — February 28, 2026 | Season 40, Episode 9

Timestamps and Chapters

• 8:51 Too Much AI? Markets React to a Fictional Scenario
• 25:24: Brokerage Custody, Collateral, and Crisis
• 39:28: Fraternity, Foundation, or Fund? Structuring the Right Legacy
• 50:26: Break-Even and Beyond: Refinancing Done Right

Follow Henssler:

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• Instagram: https://www.instagram.com/hensslerfinancial/
• TikTok: https://www.tiktok.com/@hensslerfinancial?lang=en
• X: https://www.x.com/hensslergroup

“Henssler Money Talks” is brought to you by Henssler Financial.

Sign up for the Money Talks Newsletter: https://www.henssler.com/newsletters/

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.

See important disclosures at Henssler.com