This week’s episode looks at how shifting priorities are showing up in both our personal lives and the broader financial landscape. From the rising cost of spring break—where family vacations are increasingly built around the kids—to the complex questions ultra-high-net-worth families face when passing wealth to the next generation, we explore how decisions today can shape outcomes for years to come.

We also turn to the markets, where investors are weighing geopolitical tension and rising oil prices against encouraging inflation data and a rally that’s pushed stocks to fresh all-time highs. And as always, we’ll wrap with a listener question—this time on what to do with a long-term underperforming investment sitting on embedded gains in a taxable account.

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 — April 18, 2026 | Season 40, Episode 16

Timestamps and Chapters

9:09: Built for the Kids: The Evolution of Spring Break
26:35: Guardrails for Generational Wealth
41:24: Markets Reach All-Time High
51:54: Listener Question: Underperforming Investment with Embedded Gains

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April 18, 2026: High Expectations: Spending, Inheritance, and Markets