Intelligent Money Minute

Intelligent Money Minute

By Hans Blake, CFA, CPABusinessEntrepreneurshipInvesting
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Intelligent Money Minute episodes

  • The Power of Passive 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 Investing we believe in the following portfolio practices: asset allocation, diversification, and rebalancing. You can read more about our wealth management philosophy here.
    We’ll be interviewing Rick on several podcasts regarding index investing, behavioral finance, and practical tips for retirees, so be sure to subscribe to our Intelligent Money Minute podcasts.
    Rick Ferri is a fellow CFA Charterholder, Marine veteran, author, and owner of Ferri Investment Solutions. He continues to write books and articles, provide educational webinars, and teach financial lectures. 
    Rick Ferri Bio
    Rick Ferri earned a B.S. in Business Administration and an M.S. in Finance. He also holds a Chartered Financial Analyst (CFA) charter through the CFA Institute. After college, Rick served as a U.S. Marine Corps officer and fighter pilot for 20 years of active duty and reserve service.
    Rick’s investment career spans three decades and offers a history of empowering people to achieve their goals.  He landed in the brokerage industry in 1989 where he learned the wrong way to invest. As a result of 10 frustrating years, Rick founded one of the country’s first low-fee investment advisory firms. Rick’s firm grew to a sizable business over the next two decades due to the explosion of interest in low-fee investing. This growth provided good-paying jobs to dozens of people and allowed Rick to take on business partners with whom he generously shared his equity. Rick left the firm a few years ago and is no longer an owner.  
    Ferri Investment Solutions is Rick’s new firm. This modern concept provides even greater value to investors by “unbundling” adviser services whereby clients pay only for the time it takes to assist them. In addition, Rick’s industry consulting firm helps other advisers build their investment practices, and he has launched Core-4 Portfolios to provide simple model portfolios for use by a wide variety of investors. 

    5 min
  • The Legacy of Jack Bogle

    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 […]

    The post The Legacy of Jack Bogle appeared first on Intelligent Investing.

    5 min
  • The Legacy of Jack Bogle


    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, “Jack’s goal in life wasn’t to make money, but to make a difference.” Jack Bogle understood why he did what he did because of his core values. At Intelligent Investing, we have our core values listed on our site to be transparent about our “Why?” You can read those here. Be sure to also read our previous blog we wrote about a note we received from Jack Bogle.
    We’ll be interviewing Rick on several podcasts regarding index investing, behavioral finance, and practical tips for retirees, so be sure to subscribe to our Intelligent Money Minute podcasts.
    Rick Ferri is a fellow CFA Charterholder, Marine veteran, author, and owner of Ferri Investment Solutions. He continues to write books and articles, provide educational webinars, and teach financial lectures.
    Rick Ferri Bio
    Rick Ferri earned a B.S. in Business Administration and an M.S. in Finance. He also holds a Chartered Financial Analyst (CFA) charter through the CFA Institute. After college, Rick served as a U.S. Marine Corps officer and fighter pilot for 20 years of active duty and reserve service.
    Rick’s investment career spans three decades and offers a history of empowering people to achieve their goals.  He landed in the brokerage industry in 1989 where he learned the wrong way to invest. After 10 years of frustration, Rick founded one of the country’s first low-fee investment advisory firms. Rick’s firm grew to a sizable business over the next two decades due to the explosion of interest in low-fee investing. This growth provided good-paying jobs to dozens of people and allowed Rick to take on business partners with whom he generously shared his equity. Rick left the firm a few years ago and is no longer an owner.  
    Ferri Investment Solutions is Rick’s new firm. This modern concept provides even greater value to investors by “unbundling” adviser services whereby clients pay only for the time it takes to assist them. In addition, Rick’s industry consulting firm helps other advisers build their investment practices, and he has launched Core-4 Portfolios to provide simple model portfolios for use by a wide variety of investors. 

    5 min
  • Emotionally Transitioning Into Retirement

    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 […]

    The post Emotionally Transitioning Into Retirement appeared first on Intelligent Investing.

    5 min
  • Emotionally Transitioning Into Retirement


    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 how one can better prepare for the next phase. Our previous podcasts with Bev highlighted Why Retirement Shouldn’t Be Your Only Goal  and Great Ideas to Consider During Retirement.
    We’ll be interviewing Beverly on several podcasts regarding behavioral finance, and the emotional journeys one can embark on during retirement, so be sure to subscribe to our Intelligent Money Minute podcasts.
    Beverly Flaxington, American businesswoman and founder of The Collaborative, holds the trademarked moniker, Human Behavior Coach®. She received this title for her years in professional consulting and the human behavior development industry. Also, Flaxington has authored seven books on personal and professional development.
    Beverly Flaxington Bio
    In addition to being a coach on changing human behavior, she is a three-time bestselling and Gold-award winning author, an international speaker, behavioral expert, and business development expert.
    Bev has created a number of proprietary approaches to changing human behavior and helping companies reach excellence. In addition, she blogs for Psychology Today and answers human-related questions in Advisor Perspectives Magazine.
    In 1995, Bev co-founded The Collaborative, a sales and marketing consultancy. The firm provides strategic and tactical support to help financial services and wealth management firms reach higher levels of effectiveness. The Collaborative specializes in delivering effective coaching, training, and proprietary consulting services.

     
    5 min
  • Why Retirement Shouldn’t Be Your Only Goal.

    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 […]

    The post Why Retirement Shouldn’t Be Your Only Goal. appeared first on Intelligent Investing.

    6 min
  • Why Retirement Shouldn’t Be Your Only Goal.


    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 and how to avoid them.  Our previous podcasts with Bev highlighted The Value of Knowing Why and How People Think  and Should Financial Advisors Become Life Coaches.
    We’ll be interviewing Beverly on several podcasts regarding behavioral finance, and the emotional journeys one can embark on during retirement, so be sure to subscribe to our Intelligent Money Minute podcasts.
    Beverly Flaxington, American businesswoman and founder of The Collaborative, holds the trademarked moniker, Human Behavior Coach®. She received this title for her years in professional consulting and the human behavior development industry. Also, Flaxington has authored seven books on personal and professional development.
    Beverly Flaxington Bio
    In addition to being a coach on changing human behavior, she is a three-time bestselling and Gold-award winning author, an international speaker, behavioral expert, and business development expert.
    Bev has created a number of proprietary approaches to changing human behavior and helping companies reach excellence. In addition, she blogs for Psychology Today and answers human-related questions in Advisor Perspectives Magazine.
    In 1995, Bev co-founded The Collaborative, a sales and marketing consultancy. The firm provides strategic and tactical support to help financial services and wealth management firms reach higher levels of effectiveness. The Collaborative specializes in delivering effective coaching, training, and proprietary consulting services. 

     
    6 min
  • Should Financial Advisors Become Life Coaches?

    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 […]

    The post Should Financial Advisors Become Life Coaches? appeared first on Intelligent Investing.

    6 min
  • Should Financial Advisors Become Life Coaches?


    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 of stepping back and not becoming defensive in your responses. If you want to learn more about behavioral finance, check out these informative videos on our website. 
    We’ll be interviewing Beverly on several podcasts regarding behavioral finance, and the emotional journeys one can embark on during retirement, so be sure to subscribe to our Intelligent Money Minute podcasts.
    Beverly Flaxington, American businesswoman and founder of The Collaborative, holds the trademarked moniker, Human Behavior Coach®. She received this title for her years in professional consulting and the human behavior development industry. Also, Flaxington has authored seven books on personal and professional development.
    Beverly Flaxington Bio
    In addition to being a coach on changing human behavior, she is a three-time bestselling and Gold-award winning author, an international speaker, behavioral expert, and business development expert.
    Bev has created a number of proprietary approaches to changing human behavior and helping companies reach excellence. In addition, she blogs for Psychology Today and answers human-related questions in Advisor Perspectives Magazine.
    In 1995, Bev co-founded The Collaborative, a sales and marketing consultancy. The firm provides strategic and tactical support to help financial services and wealth management firms reach higher levels of effectiveness. The Collaborative specializes in delivering effective coaching, training, and proprietary consulting services.

     
    6 min
  • Lessons Learned When Battling Cancer

    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 […]

    The post Lessons Learned When Battling Cancer appeared first on Intelligent Investing.

    5 min

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Time is money, so invest in every minute. Learn how to save both time and money in these mercifully short podcasts. We minimize financial stress to maximize your life as Hans Blake, CFA, CPA hosts…