When the Unexpected Happens, Insurance Can Help Protect What You’ve Built
Insurance is designed to provide protection—but over time, it can quietly become a drag on your financial plan. In this conversation, the “Henssler Money Talks” hosts examine common coverage decisions, how to evaluate which risks truly need to be insured, and when self-insuring may be a more sensible solution. We also walk through the different types of insurance and what coverage is essential for long-term peace of mind.
IRS Issues Guidance on 530A (Trump) Accounts
New IRS guidance is out on 530A “Trump Accounts” for children—covering contributions, investments, and the federal $1,000 pilot deposit. If this is on your radar for family planning, we breakdown of how they work.
Laying the Financial Groundwork for a Growing Family
A baby boom is currently underway at Henssler, prompting a poignant discussion about how welcoming a child changes your financial life and the important first steps every new parent should take. Topics include establishing the appropriate legal protections, reviewing insurance coverage, understanding new tax benefits, and determining when to start saving for college. This episode offers a clear financial starting point during one of life’s most significant transitions.
Holiday Tipping Etiquette: ‘Tis the Season to Show Your Appreciation
Holiday tipping can feel awkward—but it doesn’t have to be. From who to tip, to how much to give, a little planning can help you show appreciation without overdoing it. Read our practical guidelines to help you navigate holiday tipping with confidence and gratitude.
Holiday Gifts That Offer Tax Benefits for You and Your Loved Ones
Did you know your gifts can do more than delight—they can also offer tax advantages? From tuition to retirement accounts, smart holiday giving can boost your loved ones and your tax strategy.
Your Will, Your Way: Prevent Family Inheritance Feuds
What happens when your children don’t get along, but they all stand to inherit? Estate planning attorney Kyle Rinaudo of Reeves Law PC joins the “Henssler Money Talks” hosts to discuss one of the most emotionally charged financial topics: how to structure your estate plan when family relationships are strained. We cover choosing a neutral executor and even when it may make sense to disinherit a child.
Unpacking the Real Limits on Unlimited PTO
Unlimited PTO is one of the fastest-growing workplace perks—offered by 7% of U.S. companies in 2024, up from just 1% a decade ago. But is it the dream benefit it seems, or are there hidden drawbacks?
Understanding the Estate and Gift Tax Changes Under the One Big Beautiful Bill Act
The One Big Beautiful Bill Act (OBBBA) reshapes estate and gift tax planning—permanently setting the exclusion at $15M starting in 2026. We explore what this mean for affluent families, wealth transfers, and long-term strategies.
Planning for a Pricey Pet
Pets bring love and joy to millions of households—but they also come with rising costs. With expenses for dogs and cats climbing year after year, it’s important to factor pet care into your household budget.
Key Higher Education Changes in the New Tax Bill
Big changes are coming for student loans, 529 plans, and college costs. The One Big Beautiful Bill Act reshapes borrowing limits, repayment options, and even taxes on wealthy universities.