Truth Network Podcasts : 401k Consolidation

Podcasts

The following listen on-demand podcasts matched your search results for: 401k Consolidation

Finishing Well

Hans Scheil

January 31, 2026

Monthly Income For Life - Turn Part of your 401k Into A Pension Recording 1

Creating a pension-like check for life by turning 401k savings into a guaranteed income stream, addressing concerns about long-term care and financial security in retirement. [... more]

Faith And Finance

Rob West

January 22, 2026

How to Start Small in Investing with Mark Biller

Building a solid financial foundation is crucial for starting to invest, and understanding the benefits of workplace retirement plans, such as tax advantages and employer matching, can help individuals get started on the right path. Mark Biller, Executive Editor at Sound Mind Investing, shares practical advice on how to begin investing, including the importance of starting small, staying consistent, and keeping it simple with index funds. [... more]

Faith And Finance

Rob West

January 08, 2026

Another Way to Pay for Long-Term Care with Harlan Accola

Families face significant challenges in planning for long-term care, with many retirees unprepared for the financial burden. Harlan Akala discusses the financial realities of long-term care and how home equity can play a strategic role in meeting those costs. He also explores the benefits of delaying Social Security benefits and the risks of 401k loans. Additionally, the hosts answer listener questions on beneficiary designations and 1031 exchanges. [... more]

Faith And Finance

Rob West

December 16, 2025

Home Equity: The Most Overlooked Asset in Retirement Planning with Harlan Accola

Many retirees struggle with rising costs and limited income, yet often overlook their home equity as a valuable resource. A reverse mortgage can provide a safer, more flexible option to tap into this asset, eliminating mortgage payments and offering a guaranteed line of credit for future expenses. Additionally, setting up a 401k plan can be a great tool for small businesses, offering tax benefits and encouraging employees to save for their future. Effective financial planning and stewardship are crucial for a secure retirement, and understanding the options available can make a significant difference in achieving long-term financial goals. [... more]

Finishing Well

Hans Scheil

September 20, 2025

Are You A 401k Millionaire? Planned For The Taxes?

Certified Financial Planner Hans Scheil helps a 401k millionaire navigate tax strategies and financial planning to ensure a comfortable retirement, including Roth IRA conversions, long-term care insurance, and minimizing Medicare tax. [... more]

Faith And Finance

Rob West

September 17, 2025

The 5 Pillars of Financial Discipleship with Brian Holtz

Rob West discusses financial discipleship with Brian Holt, CEO of Compass Financial Ministry, and answers listener questions on retirement savings, mortgage options, budgeting, and capital gain tax implications. [... more]

CBS Sunday Morning

Jane Pauley

April 13, 2025

The Money Show- A Guide to Retirement

As people live longer and healthier lives, they're redefining what it means to retire. From pursuing bucket lists to finding new passions, many are choosing to stay active and engaged in their golden years. Meanwhile, experts are weighing in on the challenges of Social Security, financial planning, and the changing landscape of aging in America. [... more]

Finishing Well

Hans Scheil

March 08, 2025

IRA/401k Money Is Different

IRAs and 401ks have numerous rules and restrictions, limiting their freedom and flexibility. Unlike regular money, IRAs and 401ks are subject to required minimum distributions, tax penalties, and double taxation at death. Understanding these differences is crucial for effective financial planning and estate management. [... more]

Faith And Finance

Rob West

February 04, 2025

Teaching Generosity to Kids with Dr. Art Rainer

As parents, we want our children to be generous toward God's kingdom, and Dr. Art Raynor shares steps to grow our kids in generosity, including modeling gratefulness and generosity, teaching them to give, and introducing them to pastors and missionaries. Meanwhile, Rob West answers listener questions on annuities, retirement planning, and investing in bonds. [... more]

Faith And Finance

Rob West

November 12, 2024

Why A Biblical Worldview Matters In Our Finances with Chad Clark

A sharp drop in Americans holding a biblical worldview has been revealed, with only 4% of adults and 6% of self-identified Christians aligning with God's word. This raises concerns about the influence of the world on Christian financial decisions, but it's essential to remember that faith transforms our worldview and informs our financial choices. [... more]

Finishing Well

Hans Scheil

September 14, 2024

Retirement Plan Decisions Once You Reach 64 1/2

Decisions in each area of retirement planning, such as Social Security, Medicare, long-term care, 401k, IRA, and estate planning, can affect other areas and require careful consideration to make right decisions and achieve a secure financial future. [... more]

Faith And Finance

Rob West

July 25, 2024

The Importance of Financial Margin

Living with financial margin means having extra for rainy days, family emergencies, and helping others, achieved through budgeting and wise investing. A Certified Kingdom Advisor can help you make informed decisions about your finances, aligning with your biblical values. [... more]

Faith And Finance

Rob West

July 22, 2024

Giving Appreciated Stocks

Donating appreciated stocks to a ministry can greatly benefit both the donor and recipient, allowing for tax-deductible gifts and avoiding capital gains taxes. However, it's essential to consider the type of organization and the donor's adjusted gross income to maximize the tax benefits. Additionally, managing multiple 401K accounts and making informed investment decisions can impact one's financial future, and paying off a mortgage with a low interest rate may not always be the most financially savvy option. [... more]

Faith And Finance

Rob West

July 16, 2024

What People Think About Inflation with Mark Biller

A recent survey reveals widespread confusion about the definition of inflation, with many people believing it means high prices or a rise in prices, rather than a sustained increase in the cost of goods and services. Economists and financial experts discuss the difference between the financial world's understanding of inflation and the average person's experience, highlighting the importance of understanding the cumulative cost of inflation and its impact on interest rates and investing. [... more]

Faith And Finance

Rob West

July 12, 2024

Don't Carry Debt Into Retirement

Retiring with debt can reduce lifestyle choices and increase the likelihood of returning to work. A debt management plan can help pay off debt 80% faster, and financial planning can ensure a comfortable retirement. Considering income-generating land or downsizing can also provide financial freedom. [... more]

Faith And Finance

Rob West

July 08, 2024

Put Your Principles Where Your Money Is

Living paycheck to paycheck can be a sign that something needs to change in your financial handling. Following God's financial principles can bring welcome relief from worrying about money. Understanding and believing in biblical truth is essential, and the first principle you need to grasp is that God owns it all. By putting principle into practice, you can develop a spending plan and manage God's money as his steward or manager of the resources he's temporarily entrusted to you. [... more]

Faith And Finance

Rob West

June 20, 2024

Avoiding The Most Common Retirement-Planning Mistakes with Mark Biller

Mark Biller joins Rob West to discuss the most common retirement planning mistakes, including underestimating the impact of inflation, investing too conservatively, and overestimating investment income. They also touch on the importance of planning for at least two decades of retirement and accounting for health care costs. [... more]

Faith And Finance

Rob West

June 17, 2024

What to Do with a Surplus

Living with a surplus from a biblical perspective requires careful consideration of how to use God's money wisely. According to Scripture, having a surplus can be a spiritual trap if it leads to desire for more, but it can also be a blessing to be used for current and future needs. Christian financial experts discuss how to manage a surplus, avoid debt, and give generously, while also considering retirement planning and tax implications. [... more]

Faith And Finance

Rob West

June 14, 2024

Laziness vs. Rest

Rest is a crucial aspect of maintaining a healthy work-life balance, and it's essential to prioritize it in our busy lives. According to biblical teachings, rest is not just a luxury but a necessity, and it's essential to create margin in our lives to avoid burnout and maintain our physical and mental well-being. [... more]

Finishing Well

Hans Scheil

June 08, 2024

Milestone Ages In Retirement

Understanding milestone ages in retirement can help individuals plan for their financial future. Key ages include 50, where additional money can be put into IRAs and 401ks, 55, where retirees can take money out of 401ks without penalty, 59 and a half, where the 10% penalty for early withdrawals disappears, and 62, 65, 66, 67, and 70, where various social security benefits become available. Additionally, individuals should be aware of RMDs, or required minimum distributions, which begin at age 73 for some and 75 for others. [... more]