Intelligent Talks | Teaching and Laughing Keynote Speeches

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Intelligent Talks are tailored speeches Intelligent Investing gives to the community. We speak to a number of groups, including: clients, employees, churches, and students. We’ve developed many talks that integrate teaching a financial topic with laughter along the way. Our style is engage and have fun with the audience by tailoring our message to them. Currently we have a WRAP Talk, PREP Talk, and STAR Talk. Click on each logo to learn more.

Getting to Know Morningstar’s Christine Benz

May 13, 2021 By Trevor Baker

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On today’s Intelligent Money Minute, we interview Morningstar’s director of personal finance, Christine Benz. Recently, Christine Benz was named in Barron’s Top 100 Influential Women for her dedication and impact in the financial industry. During this episode, we take a moment to learn more about who Christine is and what she loves to do in her spare […]

The Value of a Written Financial Plan

May 6, 2021 By Hans Blake, CFA, CPA

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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 may not be apparent before writing it down. Also, studies show that those with a written financial plan tend to stick it far more than those who […]

President Biden’s Capital Gains Tax Planning

April 30, 2021 By Hans Blake, CFA, CPA

In Biden’s first congressional address, President Biden called for massive government spending including $2.3 trillion in infrastructure and $1.8 trillion in family and education programs. Of course, tax hikes follow significant federal spending. During this Intelligent Money Moment, we break down the facts and impact of this new proposal while offering some practical planning ideas […]