Client Divisions- Where Are You In Life?

October 14, 2021 By Hans Blake, CFA, CPA

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 […]

Living in a Glass House Pt.2

September 23, 2021 By Hans Blake, CFA, CPA

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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 […]

Retirement Planning Is Boring?

September 7, 2021 By Hans Blake, CFA, CPA

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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 […]

Private Wealth

Pre-Retirees and Retirees

Professionals and Executives

Women and Widows

Millennials and HENRYs

Nonprofits and Institutional Wealth