On today’s Intelligent Money Minute, we’ll interview Kathleen Rehl on why you should leave a legacy letter. It’s wise to have your final will and testament in order, but your possessions aren’t the most valuable gift for family and friends. Kathleen says, “you can give loved ones a far more precious treasure that’s a legacy […] The post Why Should I Leave a Legacy Letter? appeared first on Intelligent Investing.

Intelligent Money Minute

Why Should I Leave a Legacy Letter?

On this episode of Intelligent Money Minute, we’ll be interviewing Shelly Hamilton on living in a glass house. During this episode, Shelly is joined by her son-in-law and daughter, Adam and Megan Morgan. A glass house is a term used for more those whose lives are more public than the average person. They talk about […] The post Living in a Glass House Pt.2 appeared first on Intelligent Investing.

Living in a Glass House Pt.2

On today’s Intelligent Money Minute, we continue our conversation with Morningstar’s director of personal finance, Christine Benz on why retirement planning is boring. The last thing you expect to hear is that retirement is boring. Retirement finances and strategies can consume and overwhelm any pre-retiree couple. During this episode, Christine Benz explains how retirement planning […] The post Retirement Planning Is Boring? appeared first on Intelligent Investing.

Retirement Planning Is Boring?

On today’s Intelligent Money Minute, we continue our conversation with Morningstar’s director of personal finance, Christine Benz on spending money in retirement. During this episode, Christine about retirement distribution strategies and whether there’s truly a safe withdrawal rate. Interestingly enough, she mentions a study that more retirees were concerned about finances  than death. She highlights […] The post Spending Money in Retirement with Christine Benz appeared first on Intelligent Investing.

Spending Money in Retirement with Christine Benz

On this episode of Intelligent Money Minute, we’ll be interviewing Shelly Hamilton on living in a glass house. During this episode, Shelly is joined by her son-in-law, Adam Morgan. A glass house is a term used for more those whose lives are more public than the average person. They talk about the hurdles, challenges, and […] The post Living in a Glass House Pt.1 appeared first on Intelligent Investing.

Living in a Glass House Pt.1

On today’s Intelligent Money Minute, we continue our conversation with Morningstar’s director of personal finance, Christine Benz on how potential higher inflation and taxes impact your retirement strategy. Christine believes we should be mindful of potential inflation and high taxes. A key point she makes is not waiting to implement tax-saving strategies. During this episode, […] The post How Potential Higher Inflation and Taxes Impact Your Retirement Strategy appeared first on Intelligent Investing.

How Potential Higher Inflation and Taxes Impact Your Retirement Strategy

On today’s Intelligent Money Minute, we continue our conversation with Morningstar’s director of personal finance, Christine Benz on the retirement bucket approach. During this episode, Christine expounds further on the bucket approach and behavioral finance. Hans and Christine talk about situations where investors reacted poorly to market situations. Christine stresses the importance of sticking to […] The post The Retirement Bucket Approach Part 2 appeared first on Intelligent Investing.

The Retirement Bucket Approach Part 2

On this episode of Intelligent Money Minute, we’ll be interviewing Shelly Hamilton on transitioning the family business. During this episode, Shelly is joined by her son-in-law and daughter, Adam and Megan Morgan. They talk about the hurdles, challenges, and considerations that took place when transitioning the family business to Adam and Megan. Shelly stresses the […] The post Transitioning the Family Business appeared first on Intelligent Investing.

Transitioning the Family Business

On today’s Intelligent Money Minute, we interview Morningstar’s director of personal finance, Christine Benz on the retirement bucket approach. Christine has been a longtime believer in this retirement bucket strategy. During this episode, Christine defines the retirement bucket approach and highlights the pros and cons of this strategy. The basic idea is securing one to […] The post The Retirement Bucket Approach appeared first on Intelligent Investing.

The Retirement Bucket Approach

On today’s Intelligent Money Minute, we’ll interview Larry Swedroe on the value of HSAs. HSAs are becoming more popular as people grow to understand them. Multiple benefits come when utilizing an HSA. First, there’s an upfront tax deduction. The second benefit is using the HSA as a way to fund medical expenses. Larry suggests to […] The post The Value of HSAs appeared first on Intelligent Investing.

The Value of HSAs

On today’s Intelligent Money Minute, we interview Morningstar’s director of personal finance, Christine Benz on low-yield bonds. During this episode, Christine gives her perspective on what retirees can do in the current low-yield environment. She encourages retirees to consider a total return approach to their portfolios. Each year take a step back and determine the […] The post How Retirees Can Replace Their Income in a Low-Yield Environment appeared first on Intelligent Investing.

How Retirees Can Replace Their Income in a Low-Yield Environment

On this episode of Intelligent Money Minute, we’ll be interviewing Shelly Hamilton on balancing work, life, and ministry. There’s nothing more all-consuming than running a business. Shelly and Ron Hamilton faced an interesting situation because their business was also their ministry. During this episode, Shelly stresses the importance of enjoying your family and life while […] The post Balancing Work, Life, and Ministry appeared first on Intelligent Investing.

Balancing Work, Life, and Ministry

During this episode, Larry gives multiple reasons why you shouldn’t check your portfolio daily. There’s a good bit of science surrounding this topic, yet many still misbehave. The research shows that investors are highly risk-averse. Investors feel the pain of a loss twice as much as the feeling you get when a portfolio gains. The […] The post Why You Shouldn’t Check Your Portfolio Daily appeared first on Intelligent Investing.

Why You Shouldn’t Check Your Portfolio Daily

On today’s Intelligent Money Minute, we interview Morningstar’s director of personal finance, Christine Benz on the value of having a broad knowledge of financial topics. Recently, Christine Benz was named in Barron’s Top 100 Influential Women for her dedication and impact in the financial industry. During this episode, Christine describes her journey at Morning Start and […] The post The Value of Having a Broad Knowledge of Financial Topics appeared first on Intelligent Investing.

The Value of Having a Broad Knowledge of Financial Topics

On this episode of Intelligent Money Minute, we interview Larry Swedroe on the two key elements of retirement success. There’s more than just numbers when creating a financial plan. During this episode, Larry breaks down key elements that are important to consider in a retirement plan. He stressed the importance of having a life in […] The post Two Key Elements of Retirement Success and Happiness appeared first on Intelligent Investing.

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Intelligent Money Minute

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