Intelligent Money Minute

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, Larry details the history of alpha and outperformance and what changed for passive investors. He refers to a white paper titled, […] The post Academics Converting Alpha Into Beta appeared first on Intelligent Investing.

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. He explains how dataset information can be inaccurate due to the exclusion of closed funds. In conclusion, Rick highlights the […] The post Dangers of Backtesting Performance & Managers appeared first on Intelligent Investing.

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 and burdensome. The life adjustment that will ensue can take a […] The post You’re Not Alone When Placing a Parent in a Nursing Home appeared first on Intelligent Investing.

On today’s Intelligent Money Minute, we’ll interview Dr. Kathleen Rehl on becoming a widow to financially guiding widows. Kathleen’s late husband challenged her to accomplish her purpose in life. As a result of his challenge, Kathleen shifted the focus of her financial planning practices. First, as a widow herself, Kathleen knew she needed to change […] The post The Journey Of Becoming A Widow To Financially Guiding Widows appeared first on Intelligent Investing.

On today’s Intelligent Money Minute, we’ll interview Larry Swedroe on the difficulty of consistently outperforming the market. Over time, the markets are becoming more efficient, consequently making it harder for active managers to outperform. In this episode, Larry explains some reasons why there’s little to no evidence of persistence of outperformance. We have several upcoming […] The post The Difficulty of Consistently Outperforming the Market appeared first on Intelligent Investing.

On today’s Intelligent Money Minute, we’ll interview Rick Ferri on his personal financial heroes. During this episode, Rick highlights renown professionals that left a lasting impression on him. For example, Rick talks about the influence of Warren Buffet and his financial strategies. Rick also recounts the unsung financial heroes and how they impacted his life. […] The post Rick Ferri’s Financial Heroes appeared first on Intelligent Investing.

On today’s Intelligent Money Minute, we’ll interview Beverly Flaxington on how to handle regret when placing a parent in a long-term care facility. Guilt and regret can arise after deciding to place a parent into assisted living. During this episode, Bev provides practical steps to navigating through regret while making this emotional transition. To gain […] The post How To Handle Long Term Care Regret appeared first on Intelligent Investing.

On today’s Intelligent Money Minute, we’ll interview Rick Ferri on mitigating dangerous investing emotions. During this episode, Rick explains the concept of behavioral finance and the power of recognizing your emotional tendencies. He stresses the value of being introspective in order to avoid reactionary investing. In truth, no advisor can consistently deliver “outperformance.” However, we […] The post Mitigating Dangerous Investing Emotions appeared first on Intelligent Investing.

On today’s Intelligent Money Minute, we’ll interview Beverly Flaxington on great ideas to consider during retirement. During this episode, Bev encourages us to view retirement as a new phase, and she provides lists of various jobs and volunteer work ideas for retirees. She stresses finding a profession that sparks joy and excitement instead of the […] The post Great Ideas to Consider During Retirement appeared first on Intelligent Investing.

On today’s Intelligent Money Minute, we’ll interview Rick Ferri on the power of passive investing. During this episode, Rick defines passive investing and why the biggest investing hurdle is not the market, but ourselves. He highlights the value of spreading risks and rewards in a portfolio rather than attempting to beat the market.  At Intelligent […] The post The Power of Passive Investing appeared first on Intelligent Investing.

On today’s Intelligent Money Minute, we’ll interview Rick Ferri on the legacy of Jack Bogle. Rick first met Jack Bogle at a Boglehead’s forum. During this episode, Rick recounts his personal interaction with Jack, and how he left a lasting impression. One quality that stood out to Rick was Jack’s goal in life. Rick says, […] The post The Legacy of Jack Bogle appeared first on Intelligent Investing.

On today’s Intelligent Money Minute, we’ll interview Beverly Flaxington on the importance of emotionally transitioning into retirement. During this episode, Bev reflects on her mother’s transition from a full-time career to retirement, and the toll it took on her. Many don’t realize the significant emotional component that comes with retiring. Bev provides valuable insight on […] The post Emotionally Transitioning Into Retirement appeared first on Intelligent Investing.

Have you ever considered what’s next after retirement? On today’s Intelligent Money Minute, we’ll interview Beverly Flaxington on why retirement shouldn’t be your only goal. Many advisors make the mistake of solely focusing on their clients’ retirement while glossing over the decades still to come. During the interview, Bev identifies common oversights in financial planning […] The post Why Retirement Shouldn’t Be Your Only Goal. appeared first on Intelligent Investing.

On today’s Intelligent Money Minute, we’ll interview Beverly Flaxington on whether financial advisors should consider becoming life coaches. Bev encourages every advisor to display intellectual curiosity and sincere interest towards their clientele. This can be done by asking surface-penetrating questions in order to better understand a client’s emotions. During this episode, Bev stresses the value […] The post Should Financial Advisors Become Life Coaches? appeared first on Intelligent Investing.

On today’s Intelligent Money Minute, we’ll interview Carl Sharperson on lessons learned when battling cancer. Cancer has touched the lives of millions of families whether immediate or extended. During this episode, Carl describes how cancer changed his life, and how his faith, family, and friends got him through the battle. Check out our previous podcasts […] The post Lessons Learned When Battling Cancer appeared first on Intelligent Investing.

On today’s Intelligent Money Minute, we’ll interview Dan Hamilton on Real Estate tips for successful professionals. We discuss conservative tips for HENRYs who are looking to buy a home. Our previous podcasts with Dan highlighted Four Secrets to Know When Selling Your Home  and Reasons for Entering The Real Estate Profession. Dan suggests the following tips: Talk to […] The post Real Estate Tips for Successful Professionals appeared first on Intelligent Investing.

On today’s Intelligent Money Minute, we’ll interview Carl Sharperson on how not to lose your mind when unemployed. During this episode, Carl explains how he kept his mind sane while unemployed. He highlights habits he implemented into his life that kept him motivated, and he lays out the significance a spouse can have during this […] The post How Not to Lose Your Mind When Unemployed appeared first on Intelligent Investing.

Have you ever thought about starting a career in Real Estate? On today’s Intelligent Money Minute, we’ll interview Dan Hamilton on his reasons for entering the Real Estate profession. During this episode, Dan reflects on his personal career path and provides entrepreneurial lessons he learned along the way. Our previous podcasts with Dan highlighted Two […] The post Reasons for Entering the Real Estate Profession appeared first on Intelligent Investing.

On today’s Intelligent Money Minute, we’ll interview Beverly Flaxington on the value of knowing why and how people think about money. During this episode, Bev explains her trademark moniker and the value of knowing how we’re wired emotionally. She highlights organizational disconnects that can occur due to a lack of proactive communication, and how to […] The post The Value of Knowing Why and How People Think appeared first on Intelligent Investing.

On today’s Intelligent Money Minute, we’ll interview Carl Sharperson on identifying work life imbalance. Everyone is trying to “get ahead,” and many accomplish this endeavor by pouring in countless hours into their business. Unfortunately, success at work can come with a hefty price tag. During this episode, Carl explains how to identify work/life imbalance, and […] The post Identifying Work Life Imbalance appeared first on Intelligent Investing.