Podcasts by 301 Moved Permanently
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 Intelligent Money Minute. Hans founded Intelligent Investing after managing $350M and he interviews experts in a variety of fields. To be a part of the show and get your financial questions answered, send an email to: info@investedwithyou.com or visit www.investedwithyou.com/podcasts.
Further podcasts by Hans Blake, CFA, CPA
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Don’t Be a Purse for Your Suitors from 2021-12-16T16:12:37
On today’s Intelligent Money Minute, we’ll interview Kathleen Rehl on not being a financial purse for suitors. In an attempt to find new love, widows can fall prey to greedy s...
Tips for Dealing with Tragedy, Sadness, & Poor Health Over the Holidays. from 2021-12-09T13:31:17
Despite Christmas being a cheerful time of year, many people find the holidays very depressing. Shelly experienced tragedy on Mother’s Day when her son Jonathan passed a...
What Widows Should Look For In a Trusted Financial Advisor from 2021-11-18T16:30:57
On today’s Intelligent Money Minute, we’ll interview Kathleen Rehl on what widows should look for in a trusted financial advisor. Unfortunately, many financial wolves in sheep...
Widows Are Still Hot! Trends in Widowhood from 2021-11-04T15:34:32
On today’s Intelligent Money Minute, we’ll interview Kathleen Rehl on trends in widowhood. The yearly census shows that, on average, one million women become widowed. During t...
5 Steps to Leaving a Legacy Letter from 2021-10-28T17:48:34
On today’s Intelligent Money Minute, we’ll interview Kathleen Rehl on 5 steps to leaving a legacy letter. Kathleen says, “you can give loved ones a far more precio...
Why Should I Leave a Legacy Letter? from 2021-10-14T12:40:12
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...
Living in a Glass House Pt.2 from 2021-09-23T14:54:07
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 an...
Retirement Planning Is Boring? from 2021-09-08T00:04:11
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 las...
Spending Money in Retirement with Christine Benz from 2021-08-26T16:18:49
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 ...
Living in a Glass House Pt.1 from 2021-08-12T16:25:22
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, A...
How Potential Higher Inflation and Taxes Impact Your Retirement Strategy from 2021-07-29T13:42:01
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 i...
The Retirement Bucket Approach Part 2 from 2021-07-21T19:09:16
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 thi...
Transitioning the Family Business from 2021-07-15T01:27:42
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...
The Retirement Bucket Approach from 2021-07-08T13:00:33
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 b...
The Value of HSAs from 2021-06-30T15:58:23
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...
How Retirees Can Replace Their Income in a Low-Yield Environment from 2021-06-23T20:12:12
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 persp...
Balancing Work, Life, and Ministry from 2021-06-17T11:14:36
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 r...
Why You Shouldn’t Check Your Portfolio Daily from 2021-06-10T10:44:55
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 stil...
The Value of Having a Broad Knowledge of Financial Topics from 2021-06-03T12:48:56
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...
Two Key Elements of Retirement Success and Happiness from 2021-05-27T12:40:06
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 fin...
Faith in the Midst of Transition: Losing a Spouse to Alzheimer’s from 2021-05-20T15:39:08
During this episode, Shelly opens up about the challenges of losing her husband to Alzheimer’s. Retirement looks a lot different than what Shelly and Ron had imagined. I...
Getting to Know Morningstar’s Christine Benz from 2021-05-13T16:14:03
On today’s Intelligent Money Minute, we interview Morningstar’s director of personal finance, Christine Benz. Recently, Christine Benz was named in Listen
The Value of a Written Financial Plan from 2021-05-06T15:32:29
On today’s Intelligent Money Minute, we interview Larry Swedroe on the value of having a written financial plan. A written financial plan helps one avoid glaring holes that ma...
Sticking to the Plan & Avoiding Behavioral Finance Mistakes from 2021-04-29T09:50:51
On this episode of Intelligent Money Minute, we interview Matt Hougan, Chairman of Inside ETFs on sticking to the plan in the midst of fear. Despite being the founder of ETFs....
The Four Horsemen of the Retirement Apocalypse from 2021-04-15T12:47:23
On today’s Intelligent Money Minute, we interview Larry Swedroe on the four horsemen of the retirement apocalypse. Larry explains the importance of investors not using histori...
How to Get Started with Cryptocurrency from 2021-04-01T15:05:45
We asked Matt how someone new to investing can get started with cryptocurrency. Matt explains that strict guide rails are critical to cryptocurrency. He stresses don’t o...
Faith in the Midst of Tragedy: Losing a Child to Mental Illness from 2021-03-18T14:05:57
During this episode, Shelly opens up about the mental illness that ailed her late son Jonathan. Around 19 years old, Jonathan Hamilton took an acne medicine that sent him into...
Faith in the Midst of Trials from 2021-03-04T16:11:12
For when I am tried and purified, I shall come forth as gold. These are the words that Ron Hamilton penned as he faced cancer which eventually took his eye. Ron and Shelly Ham...
From Trials to Blessings: The Story of Patch the Pirate from 2021-02-18T14:02:33
We never know when unexpected trials will come. Perhaps you’re left wondering why and how these trials could be part of God’s sovereign plan. Back in 1978, Ron and...
The Risks of Cryptocurrency & Bitcoin from 2021-02-10T14:29:30
On this episode of Intelligent Money Minute, we interview Matt Hougan, Chairman of Inside ETFs on the risks of cryptocurrency and bitcoin. From bitcoin to dogecoin to chainlin...
Lessons Learned From Hedge Fund and Reddit Greed from 2021-02-03T17:42:22
Why Brokers Had To Restrain Trading in GameStop Shares
Users of the Reddit forum “r/wallstreetbets” encouraged individuals to bid up Gamestop’s (GM...
Cryptocurrency & How It Works from 2021-01-27T17:51:51
On this episode of Intelligent Money Minute, we interview Matt Hougan, Chairman of Inside ETFs on cryptocurrency and how it works. During this episode, Matt pulls back th...
The Dimensions Of Active Management from 2021-01-20T15:39:48
On this episode of Intelligent Money Minute, we interview Larry Siegel, the director of the CFA Institute Research foundation on the dimensions of active management. In this e...
The Dangers of Commission-Free ETF Trading from 2021-01-14T16:49:04
On this episode of Intelligent Money Minute, we interview Matt Hougan, Chairman of Inside ETFs on the dangers of commission-free ETF trading. Recently, custodians have been of...
How To Invest In A World Of Negative Interest Rates from 2021-01-06T20:27:27
On this episode of Intelligent Money Minute, we interview Larry Siegal, the director of the CFA Institute Research foundation on how to invest in a world of negative interest ...
The Secret of Endowment Success from 2020-12-16T14:48:44
Larry sheds light on the secrets of endowment success. First, he encourages investors to be long-term investors in behavior rather than claiming to be one. Another endowment p...
Lessons Learned From The ETF Flash Crash from 2020-12-02T16:44:08
On this episode of Intelligent Money Minute, we interview Matt Hougan, Chairman of Inside ETFs on lessons learned from the ETF flash crash. You’re right to realize that ...
Fewer, Richer, Greener with Larry Siegel from 2020-11-18T15:02:44
Larry credits the inception of his new work to a book written in 2004 by Ben Wattenberg called “Fewer” detailing the end of the population explosion. As a result o...
Reasons Mutual Funds May Make Sense in Your Portfolio from 2020-11-11T15:35:43
On this episode of Intelligent Money Minute, we interview Matt Hougan, Chairman of Inside ETFs on whether mutual funds make sense in your portfolio. Despite being the Chairman...
The Creation and Redemption Process of ETFs from 2020-10-21T13:32:48
On this episode of Intelligent Money Minute, we interview Matt Hougan, Chairman of Inside ETFs on what ETFs are and how the ETF creation and redemption process works. ETFs hav...
An Introduction to ETFs with Matt Hougan from 2020-10-14T14:02:47
In this episode of Intelligent Money Minute, we interviewed Matt Hougan, Chairman of Inside ETFs on the definition of ETF and how they compare to mutual funds. An Exchange Tra...
Remarriage Can Be a Tough Conversation from 2020-03-04T15:40:36
On today’s Intelligent Money Minute, we’ll interview Kathleen Rehl on how remarriage can be a tough conversation. Kathleen gives advice on how to have the conversation of rema...
Common Mistakes by Pre-Retirees from 2020-02-26T20:07:22
On today’s Intelligent Money Minute, we’ll interview Larry Swedroe on common mistakes made by pre-retirees. Larry discusses several mistakes he has noticed made by pre-retiree...
How to Use a Donor-Advised Fund with a Financial Advisor from 2020-02-19T13:50:16
On today’s Intelligent Money Minute, we’ll interview John Putnam on how to use a donor-advised fund (DAF) with a financial advisor. John gives us three insightful reasons to s...
Why Widows Are Hot from 2020-02-06T16:11:56
On today’s Intelligent Money Minute, we’ll interview Kathleen Rehl on why widows are hot. During this episode, Kathleen explains why widows are hot and how the future is femal...
How Diversification is Like Taking a U.S. Road Trip from 2020-01-22T14:29:52
On today’s Intelligent Money Minute, we’ll interview Larry Swedroe on how diversification is like a U.S. road trip. Larry begins by stating that in a world of uncertainty, div...
Three Key Elements To Being An Index Investor from 2020-01-15T14:24:41
On today’s Intelligent Money Minute, we’ll interview Rick Ferri on three key elements to be an index investor. During this episode, Rick continues his summary of h...
What is a Donor-Advised Fund? from 2020-01-08T16:38:41
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-c...
How to Help a New Widow from 2020-01-01T13:22:55
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...
Hope and Opportunities for the Retail Investor from 2019-12-26T01:25:38
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 Lar...
Practical Tips for Lump Sum Recipients from 2019-12-19T01:32:55
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 dif...
How to Integrate Charitable Giving from 2019-12-11T12:25:49
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 ...
Widowhood is Like a Butterfly from 2019-11-20T15:39:53
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 spe...
Greed & Chasing Alpha from 2019-11-13T14:48:58
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 i...
The Journey of an Index Investor from 2019-11-06T19:17:08
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, “T...
What the National Christian Foundation Can Do for Families? from 2019-10-30T12:48:22
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 he...
Grace: The Third Stage Of Widowhood from 2019-10-23T17:35:32
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 f...
The Paradox of Skill from 2019-10-16T19:57:05
On today’s Intelligent Money Minute, we’ll interview Larry Swedroe on the paradox of skills. This is the third issue that makes Alpha become elusive. Larry explains two though...
Practical Tips for Pre-Retirees from 2019-10-09T16:04:14
On today’s Intelligent Money Minute, we’ll interview Rick Ferri on practical tips for pre-retirees. During this episode, Rick provides helpful insight for those wh...
Growth: The Second Stage Of Widowhood from 2019-10-02T18:06:31
On today’s Intelligent Money Minute, we’ll interview Kathleen Rehl on the second stage of widowhood: growth. Previously, we interviewed Kathleen on grace: the first stage of w...
An Overview of the National Christian Foundation from 2019-09-25T12:48:50
On today’s Intelligent Money Minute, we’ll interview John Putnam on an overview of the National Christian Foundation (NCF). John Putnam is the president of the National Christ...
Three Military Discipline Investing Values from 2019-09-18T16:00:58
On today’s Intelligent Money Minute, we’ll interview Rick Ferri on three military discipline investment values. During this episode, Rick recounts his military day...
The Shrinking Pool of Victims from 2019-09-11T18:38:25
On today’s Intelligent Money Minute, we’ll interview Larry Swedroe on how the shrinking pool of victims makes it difficult to outperform. In his book Why Alpha is Becoming Mor...
The Impact of Investment Expenses from 2019-09-04T15:56:40
On today’s Intelligent Money Minute, we’ll interview Rick Ferri on the impact of investment expenses on a portfolio. During this episode, Rick provides insight on ...
Grief: The First Stage Of Widowhood from 2019-08-28T21:21:10
On today’s Intelligent Money Minute, we’ll interview Dr. Kathleen Rehl on grief: the first stage of widowhood. In Kathleen’s book, Moving Forward on Your Own: A Financial Guid...
Academics Converting Alpha Into Beta from 2019-08-22T00:57:21
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 manage...
Dangers of Backtesting Performance & Managers from 2019-08-07T15:50:17
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,...
You’re Not Alone When Placing a Parent in a Nursing Home from 2019-07-25T20:10:35
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 dec...
The Journey Of Becoming A Widow To Financially Guiding Widows from 2019-07-11T11:38:36
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 ...
The Difficulty of Consistently Outperforming the Market from 2019-06-27T16:30:52
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 efficie...
Rick Ferri’s Financial Heroes from 2019-06-12T16:50:59
On today’s Intelligent Money Minute, we’ll interview Rick Ferri on his personal financial heroes. During this episode, Rick highlights renown professionals that le...
How To Handle Long Term Care Regret from 2019-06-06T12:34:28
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 regre...
Mitigating Dangerous Investing Emotions from 2019-05-30T14:56:47
On today’s Intelligent Money Minute, we’ll interview Rick Ferri on mitigating dangerous investing emotions. During this episode, Rick explains the concept of
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Great Ideas to Consider During Retirement from 2019-05-23T12:55:04
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 vie...
The Power of Passive Investing from 2019-05-15T20:16:10
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 inv...
The Legacy of Jack Bogle from 2019-05-08T14:29:33
On today’s Intelligent Money Minute, we’ll interview Rick Ferri on the legacy of Jack Bogle. Rick first met Jack Bogle at a B...
Emotionally Transitioning Into Retirement from 2019-05-02T20:12:56
On today’s Intelligent Money Minute, we’ll interview Beverly Flaxington on the importance of emotionally transitioning into retirement. During this episode, Bev re...
Why Retirement Shouldn’t Be Your Only Goal. from 2019-04-24T15:30:09
Have you ever considered what’s next after retirement? On today’s Intelligent Money Minute, we’ll interview Beverly Flaxington on why retirement shouldn̵...
Should Financial Advisors Become Life Coaches? from 2019-04-17T16:30:43
On today’s Intelligent Money Minute, we’ll interview Beverly Flaxington on whether financial advisors should consider becoming life coaches. Bev encourages every a...
Lessons Learned When Battling Cancer from 2019-04-05T15:01:07
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 ...
Real Estate Tips for Successful Professionals from 2019-03-20T18:50:43
On today’s Intelligent Money Minute, we’ll interview Dan Hamilton on Real Estate tips for successful professionals. We discuss conservative tips for Listen
How Not to Lose Your Mind When Unemployed from 2019-03-14T19:30:24
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 h...
Reasons for Entering the Real Estate Profession from 2019-03-07T18:50:29
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 Rea...
The Value of Knowing Why and How People Think from 2019-03-03T22:13:51
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 expl...
Identifying Work Life Imbalance from 2019-02-28T06:50:56
On today’s Intelligent Money Minute, we’ll interview Carl Sharperson on identifying work life imbalance. Everyone is trying to “get ahead,” and many ac...
4 Secrets to Know When Selling Your Home from 2019-02-21T18:50:39
Thinking about selling your home, but you have no idea where to start? On today’s Intelligent Money Minute, we’ll interview Dan Hamilton on four seller secrets you...
The 3 Most Influential People in a Navy Officer’s Life from 2019-01-21T14:49:21
On today’s Intelligent Money Minute, we’ll interview Carl Sharperson on lessons he learned from the most influential people in his life.
It is not what y...
Lessons Learned from the 2008 Crisis from 2019-01-10T16:07:20
On today’s Intelligent Money Minute, we’ll interview Dan Hamilton on real estate lessons learned from the crisis of 2008. During this episode, we discuss the value...
2 Useful Tips When Buying a New Home from 2018-12-21T19:48:17
Thinking about buying a new home? On today’s Intelligent Money Minute, we’ll interview Dan Hamilton on tips to consider when entering the buyer market. Our previou...
Tips for Downsizing Your Home in the Next Decade from 2018-11-07T15:24:33
On today’s Intelligent Money Minute, I’ll interview Dan Hamilton on some tips for downsizing your home in the next decade. Our previous podcasts with Dan highlight...
4 Reasons to Not Worry About a Trade War from 2018-10-12T19:31:26
In this latest podcast, we interview Dr. Jeff Roach, our director of research, on 4 Reasons Not to Worry About a Trade War. But first, a little backstory:
What Happe...
What is the Purpose of the Federal Reserve? from 2018-09-28T21:14:49
The Federal Reserve ‘s Federal Open Market Committee, or FOMC, announced the third rate hike of 2018...
Where Are We in the Credit Cycle? from 2018-09-21T22:12:01
On this podcast, I’ll interview Dr. Jeff Roach, our Director of Research on where we may be in the credit ...
Where Are We in the Greenville Real Estate Cycle? from 2018-09-06T17:49:19
On today’s Intelligent Money Minute, I’ll interview Dan Hamilton on some key real estate metrics and where we may be in the Greenville real estate cycle. Our previ...
What do Tariffs Mean to Me? from 2018-08-28T18:34:36
On this podcast, I’ll interview Dr. Jeff Roach, our Director of Research on what tariffs mean to you. Most...
Should You Be Worried About a Trade War from 2018-08-23T15:09:14
Regardless of your political bent, no one wants a trade war. A tariff is a tax or duty to be paid on a particular class of imports or exports. If you’ve read recent busi...
Greenville Hotspots and Where Greenville is Trending from 2018-08-17T19:43:16
On today’s Intelligent Money Minute, I’ll interview Dan Hamilton on the Greenville hotspots and where Greenville is trending. I’ll be interviewing Dan on sev...
10 Lessons I’ve Learned in my First Year as an Entrepreneur from 2018-08-07T16:14:49
We started Intelligent Investing in May 2017. Since today is my birthday, I thought I would reflect over the past year or so as an entrepreneur and share some of the lessons I...
U.S. and Global Real Estate Correlation from 2018-07-27T17:10:05
Correlation
Correlation is a way of describing how things move in relation to one another. For example, the more time you spend studying, the higher the likelihood o...
US and Global Real Estate Asset Outlook from 2018-07-21T20:00:49
US and Global Real Estate Outlook
In this Intelligent Money Minute podcast, we’ll interview Dr. Brad Case, CFA about his opinion about the US and global real e...
Global Real Estate Asset Class Characteristics from 2018-07-20T18:33:22
Global Real Estate Asset Class
In this Intelligent Money Minute podcast, we’ll interview Dr. Brad Case, CFA about the global real estate asset class. We’...
Signaling Misbehavior from 2018-07-11T01:57:31
One of my girls came down into my office today wearing my clothes from head to toe, including my sandals, over-sized polo shirt and my watch. She couldn’t stop giggling ...
Overconfidence Misbehavior from 2018-06-22T17:05:46
Overconfidence Examples
We all struggle with being overconfident. We’ve seen the devastating effects of an overconfident leader or politician having to e...
Misbehaving with Real Estate from 2018-05-11T22:16:38
Misbehaving with Real Estate is our next podcast in our real estate series.
In this special real estate (REIT) podcast series, we will learn from Dr...
Why Add Real Estate to Your Portfolio from 2018-05-04T21:18:51
Why Add Real Estate to Your Portfolio is our next podcast in our mini-series on real estate. In this episode, I’ll interview Dr. Brad Case, CFA who is a Senior Vice President of Re...
What Does the Global Real Estate Market Look Like from 2018-05-01T02:45:05
What Does the Global Real Estate Market Look Like is our next podcast in our mini-series on real estate. In this podcast, we will learn from Dr. Brad Case, CFA who is a Senior Vice President of Res...
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5 Principles to Know Before you START Retirement from 2018-02-27T02:25:18
We work predominantly with high net worth individuals, many of whom are approaching ...
What are the Differences between a Revocable and Irrevocable Trust from 2018-02-26T22:13:17
Ever wonder what are the differences between a revocable trust and an irrevocable trust? Listen to ...
3 Ways to Avoid Probate from 2018-02-16T19:45:05
Listen to Chad Groover, elder law attorney from Listen
How the Probate Process Works from 2018-02-13T23:05:57
Listen to Chad Groover, elder law attorney from Upstate E...
5 Things You Should Know about a Stock Market Correction (and a bonus) from 2018-02-06T02:19:02
Stocks went into free fall on Monday, February 5, 2018, and the Dow plunged almost 1,600 points easily the biggest point decline in history during a trading day. The drop amounted to 4.6...
How the Tax Cuts and Jobs Act Affects ABLE Accounts from 2018-01-27T20:06:26
Expansion of 529 plans to allow transfers to ABLE accounts
The new tax legislation als...
How the Tax Cuts and Jobs Act Affects 529 Plans from 2018-01-27T19:20:58
How the Tax Cuts and Jobs Act Affects 529 Plans is a blog that should help you know what happened as a result of the passing of the Tax Cuts and Jobs Act, a sweeping $1.5 tril...
Financial Freedom Calendar from 2018-01-26T00:31:34
Why Sticking to New Year’s Resolutions is So Hard
This is the time of year ...
