On today’s Intelligent Money Minute, we’ll interview John Putnam on what is a donor-advised fund. John begins by giving us a simple definition. A donor-advised fund is a low-cost flexible account for charitable giving. Due to some of the similarities,

On today’s Intelligent Money Minute, we’ll interview Kathleen Rehl on how to help a new widow, and things not to say. Kathleen initially gives the advice to simply listen to a widow. Such a simple gesture may sound easy,

On today’s Intelligent Money Minute, we’ll interview Larry Swedroe on hope for the retail investor. Because retail investors tend to struggle to outperform, we want to ask Larry what opportunities are available for them.

On today’s Intelligent Money Minute, we’ll interview Rick Ferri on practical tips for lump sum recipients. During this episode, Rick divides lump sums into two different types and explains practical ways to handle both situations.

On today’s Intelligent Money Minute, we’ll interview John Putnam on how to integrate charitable giving. John discusses ideas on how to encourage charitable giving within your family. First, John states that communication is key for families deciding on...

On today’s Intelligent Money Minute, we’ll interview Kathleen Rehl on how widowhood is like a butterfly. Kathleen discusses the butterfly’s transformation in her book. She speaks of how we all know the basics of a caterpillar becoming a butterfly.

On today’s Intelligent Money Minute, we’ll interview Larry Swedroe on how greed and chasing alpha makes it difficult to outperform. We’ll discuss how there has been a change in the landscape due to the increase in money chasing.

On today’s Intelligent Money Minute, we’ll interview Rick Ferri on the journey of an index investor. During this episode, Rick talks about his new e-book, “The Education of an Index Investor.” He wrote this book due to the fact that many try to beat th...

On today’s Intelligent Money Minute, we’ll interview John Putnam on what NCF can do for families. John states initially that NCF can help families create a giving plan. NCF helps families think about their giving legacy,

On today’s Intelligent Money Minute, we’ll interview Kathleen Rehl on grace: the third stage of widowhood. On previous podcasts, Kathleen has discussed grief and growth, the first two stages of widowhood. Grace, also called “transformation” by some,