Intelligent Money Minute

Intelligent Money Minute


Latest Episodes

Practical Tips for Pre-Retirees
October 09, 2019

On today’s Intelligent Money Minute, we’ll interview Rick Ferri on practical tips for pre-retirees. During this episode, Rick provides helpful insight for those who want to set themselves up for retirement.

Growth: The Second Stage Of Widowhood
October 02, 2019

On today’s Intelligent Money Minute, we’ll interview Kathleen Rehl on the second stage of widowhood: growth. Previously, we interviewed Kathleen on grace: the first stage of widowhood. Kathleen continues the discussion by sharing the process of growth....

An Overview of the National Christian Foundation
September 25, 2019

On today’s Intelligent Money Minute, we’ll interview John Putnam on an overview of the National Christian Foundation (NCF). John Putnam is the president of the National Christian Foundation Carolinas. Beginning today’s episode,

Three Military Discipline Investing Values
September 18, 2019

On today’s Intelligent Money Minute, we’ll interview Rick Ferri on three military discipline investment values. During this episode, Rick recounts his military days and how they shaped his financial career. Also,

The Shrinking Pool of Victims
September 11, 2019

On today’s Intelligent Money Minute, we’ll interview Larry Swedroe on how the shrinking pool of victims makes it difficult to outperform. In his book Why Alpha is Becoming More Difficult, this is the second issue. Referencing William Sharpe,

The Impact of Investment Expenses
September 04, 2019

On today’s Intelligent Money Minute, we’ll interview Rick Ferri on the impact of investment expenses on a portfolio. During this episode, Rick provides insight on fees and how they can affect performance. Also, he explains why an active manager’s fee,

Grief: The First Stage Of Widowhood
August 28, 2019

On today’s Intelligent Money Minute, we’ll interview Dr. Kathleen Rehl on grief: the first stage of widowhood. In Kathleen’s book, Moving Forward on Your Own: A Financial Guidebook for Widows, three stages of widowhood are mentioned.

Academics Converting Alpha Into Beta
August 22, 2019

On today’s Intelligent Money Minute, we’ll interview Larry Swedroe on how academics converting alpha into beta make outperformance difficult. Prior to 1992, only active managers had exposure to market beating stocks. In this episode,

Dangers of Backtesting Performance & Managers
August 07, 2019

On today’s Intelligent Money Minute, we’ll interview Rick Ferri on surviviorship bias and the dangers of backtesting performance and managers. During this episode, Rick defines survivorship bias and how it can skew one’s investing strategy.

You’re Not Alone When Placing a Parent in a Nursing Home
July 25, 2019

On today’s Intelligent Money Minute, we’ll interview Beverly Flaxington on realizing that you are not alone when placing a parent in a nursing home. Making the decision on whether or not to place a parent or spouse in a nursing home can be complicated ...