Sinopsis
Insightful. Independent. Innovative.
Episodios
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The Growing Impact of Wealth Transfers to Women & Widows
05/12/2024 Duración: 07minIn recent years, the topic of wealth transfer has gained significant attention, especially regarding the financial futures of women and widows. Kathleen, a financial expert and advocate, shared her insights […] The post The Growing Impact of Wealth Transfers to Women & Widows appeared first on Intelligent Investing.
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Why New Parents Need a Will
07/11/2024 Duración: 05minFor many, estate planning feels like something to worry about later in life. However, Chace Campbell, a seasoned attorney, sheds light on why new parents should make this a […] The post Why New Parents Need a Will appeared first on Intelligent Investing.
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When Should Someone Start Thinking about Estate Planning?
24/10/2024 Duración: 09minEstate planning often seems like a task for older generations, but Chace Campbell, an experienced attorney, offers a different perspective. In a recent episode of Intelligent Money Minute, Chace […] The post When Should Someone Start Thinking about Estate Planning? appeared first on Intelligent Investing.
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Empowering Widows in a Changing Financial Landscape
03/10/2024 Duración: 08minThe landscape of widowhood has seen significant changes in recent years, particularly in the realm of financial planning and wealth management. Kathleen Rehl, a financial expert and advocate for empowering […] The post Empowering Widows in a Changing Financial Landscape appeared first on Intelligent Investing.
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Estate Planning 101
12/09/2024 Duración: 14minIn this episode of Intelligent Money Minute, we sat down with Chace Campbell to dive into estate planning essentials. If you’re new to the concept of estate planning or […] The post Estate Planning 101 appeared first on Intelligent Investing.
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Living In Retirement Together Isn’t Easy
29/08/2024 Duración: 04minIn this episode of Intelligent Money Minute, we explore an often overlooked aspect of retirement planning: preparing emotionally, psychologically, and relationally for this significant life change. While financial readiness is […] The post Living In Retirement Together Isn’t Easy appeared first on Intelligent Investing.
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What Are Powers of Attorney?
15/08/2024 Duración: 08minOn our latest episode of Intelligent Money Minute, we had the pleasure of interviewing Chace Campbell, an experienced attorney with over 20 years of legal expertise. During the conversation, […] The post What Are Powers of Attorney? appeared first on Intelligent Investing.
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Chace Campbell’s Journey to Becoming a Legal Expert
01/08/2024 Duración: 13minOn this episode of Intelligent Money Minute, we interviewed Chace Campbell, a distinguished attorney based in Greenville, with over 20 years of legal experience. Chace’s story is one of […] The post Chace Campbell’s Journey to Becoming a Legal Expert appeared first on Intelligent Investing.
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Not Wired to Retire: Encore Careers in Retirement
29/05/2024 Duración: 08minAt Intelligent Investing Advisors, we are dedicated to helping our clients navigate the complexities of retirement with confidence and clarity. We prioritize providing personalized guidance to ensure that our clients […] The post Not Wired to Retire: Encore Careers in Retirement appeared first on Intelligent Investing.
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Insights for DIY Investors and Fiduciary Seekers
25/04/2024 Duración: 07minAt Intelligent Investing Advisors, we often delve into discussions about the intricacies of financial planning and investment strategies. Recently, we had the opportunity to sit down with Rob Isbitts, a […] The post Insights for DIY Investors and Fiduciary Seekers appeared first on Intelligent Investing.
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The Five Ways to ReFire Your Retirement
14/03/2024 Duración: 06minAt Intelligent Investing Advisors, we believe in helping our clients not just retire but re-fire their lives for a fulfilling and purposeful future. In a recent interview with Kathleen Rehl, a […] The post The Five Ways to ReFire Your Retirement appeared first on Intelligent Investing.
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What An Intelligent Investing Should Do with Market Outlooks
30/11/2023 Duración: 10minIn this episode of Intelligent Money Minute, I had the pleasure of interviewing Larry Swedroe, head of Financial and Economic Research at Buckingham Strategic Wealth, on what an intelligent investor […] The post What An Intelligent Investing Should Do with Market Outlooks appeared first on Intelligent Investing.
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What An Intelligent Investor Should Do When an Asset Class Falls Out of Favor
16/11/2023In this episode of Intelligent Money Minute, I had the pleasure of interviewing Larry Swedroe, head of Financial and Economic Research at Buckingham Strategic Wealth, on what an intelligent investor […] The post What An Intelligent Investor Should Do When an Asset Class Falls Out of Favor appeared first on Intelligent Investing.
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Assessing Risk in Your Small Business
02/11/2023 Duración: 06minIn this episode, we had the pleasure of interviewing Bethany Winston, owner, and Editor-in-Chief of Kidding Around Greenville, as she shares valuable insights on assessing risk in your small business. […] The post Assessing Risk in Your Small Business appeared first on Intelligent Investing.
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The Rapid Rise of Artificial Intelligence
19/10/2023 Duración: 04minIn this episode of Intelligent Money Minute, we had the pleasure of interviewing Larry Siegel, the director of the CFA Institute Research Foundation and a prolific investment management author. We […] The post The Rapid Rise of Artificial Intelligence appeared first on Intelligent Investing.
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Is Bitcoin a Good Inflation Hedge
12/10/2023 Duración: 04minIn this episode of Intelligent Money Minute, I had the pleasure of interviewing Larry Swedroe, head of Financial and Economic Research at Buckingham Strategic Wealth, on the topic of whether […] The post Is Bitcoin a Good Inflation Hedge appeared first on Intelligent Investing.
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The Finances of Starting a Business
21/09/2023 Duración: 07minIn this episode, we had the pleasure of interviewing Bethany Winston, owner, and Editor-in-Chief of Kidding Around Greenville, as she shares valuable insights on the finances of starting a business. […] The post The Finances of Starting a Business appeared first on Intelligent Investing.
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The Benefits Of Working Beyond the Typical Retirement Age
07/09/2023 Duración: 06minIn this episode of Intelligent Money Minute, we had the pleasure of interviewing Larry Siegel, the director of the CFA Institute Research Foundation and a prolific investment management author. We […] The post The Benefits Of Working Beyond the Typical Retirement Age appeared first on Intelligent Investing.
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Is Gold a Good Inflation Hedge?
10/08/2023 Duración: 05minIn this episode of Intelligent Money Minute, I had the pleasure of interviewing Larry Swedroe, head of Financial and Economic Research at Buckingham Strategic Wealth, on the topic of whether […] The post Is Gold a Good Inflation Hedge? appeared first on Intelligent Investing.
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How to Set and Attain Your Financial Goals
03/08/2023 Duración: 05minIn this episode, we had the pleasure of interviewing Bethany Winston, owner, and Editor-in-Chief of Kidding Around Greenville, as she shares valuable insights on setting and attaining financial goals. Personal […] The post How to Set and Attain Your Financial Goals appeared first on Intelligent Investing.