Henssler Money Talks

March 28, 2026: Oil Prices, Exit Plans, Umbrellas, and Mortgage Math

• Henssler Financial • Season 40 • Episode 13

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It’s a consequential week for markets—and for investors navigating big decisions. Fresh data on housing, manufacturing, trade, and inflation will help test the strength of the economic backdrop, while signs of a softening labor market and easing geopolitical tensions—including improving U.S.–Iran dialogue that’s pulling oil prices lower—add new layers to the outlook.

But consequential decisions don’t stop at the markets. For business owners, selling a company may look like a financial milestone, yet nearly 80% regret the decision within a year—often because they didn’t define what comes next. We’ll explore why clarity around purpose and life after the deal matters just as much as valuation and tax strategy.

As wealth grows, so do the stakes. We break down whether liability coverage should track net worth, how umbrella policies are priced, and what to consider when increasing protection in a more litigious world.

And when life throws a curveball—like divorce in a 6.8% mortgage environment—we’ll walk through the real-world options for keeping a home with a 3% rate, from buyouts to refinancing to loan assumptions, without compromising your long-term financial plan.

From economic crosscurrents to deeply personal financial choices, this episode is about making thoughtful decisions when the numbers—and the consequences—matter most.

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 28, 2026  |  Season 40, Episode 13

Timestamps and Chapters

  • 8:10: Reading the Market: Labor, Data, and Geopolitics
  • 18:26: After the Sale: Purpose, Not Just Proceeds
  • 29:15: Matching Risk, Not Just Net Worth
  • 41:31: Protecting a Good Asset Decision in a Bad Life Transition

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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.

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D.J. Barker, CWS®

Host
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K.C. Smith, CFP®, CEPA

Host
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Nick Antonucci, CVA, CEPA

Host