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Search Results : IRA beneficiaries

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The following listen on-demand podcasts matched your search results for: IRA beneficiaries
Faith And Finance Podcast Logo
Faith And Finance
Rob West
February 19, 2026
A new generation of investors is reshaping the investment landscape with their preferences for cryptocurrency, artificial intelligence, and ETFs. However, this shift also raises concerns about the motives behind their investments and the potential risks of getting-rich-quick stock investment ideas. Biblical wisdom can guide investors in making informed decisions and avoiding the pitfalls of speculation. [... more]
Outlaw Lawyer Podcast Logo
Outlaw Lawyer
Josh Whitaker & Joe Hamer
January 10, 2026
Josh Whitaker and Joe Hamer discuss estate planning, probate, and non-probate assets using Homer Simpson as an example. They explain how to make assets non-probate, update beneficiaries, and choose a guardian for underage children. They also recommend a revocable living trust for families with minor kids and discuss the importance of having a clear plan in place to avoid court involvement and family disputes. [... more]
Faith And Finance Podcast Logo
Faith And Finance
Rob West
January 08, 2026
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 Podcast Logo
Faith And Finance
Rob West
September 22, 2025
Marriage is about becoming one, and that includes how we handle our finances. The Bible offers timeless wisdom about unity, trust, and stewardship within marriage, but it doesn't speak directly to separate checking accounts. Joint accounts can offer a clear path toward transparency and mutual accountability, but separate accounts aren't inherently sinful. Financial oneness in marriage is about sharing a vision, building trust, and stewarding God's provision as one. [... more]
Faith And Finance Podcast Logo
Faith And Finance
Rob West
September 19, 2025
Understanding what happens to debt after death and how a little planning today can spare your family unnecessary heartache and confusion tomorrow. Creating a clear plan now, including organized records, updated beneficiaries, and a will or trust, can make all the difference. Secured debts are tied to an asset, such as a home or car, while unsecured debts, like credit cards, are usually paid from your estate. Some assets are protected, like life insurance proceeds and retirement accounts with named beneficiaries. But this only works if your beneficiary designations are accurate and up to date. [... more]
Faith And Finance Podcast Logo
Faith And Finance
Rob West
September 16, 2025
Jesus' words to the rich young ruler are both a warning and an invitation, challenging us to examine our hearts and surrender to Christ, not to rob us of joy but to offer us something greater, Himself. Being rich toward God means treasuring Christ above all else, practicing generosity, and holding our resources with open hands. We explore this more in our devotional Rich Toward God, a study designed to help you see money and possessions from God's perspective and reorient your heart toward eternal treasure. [... more]
Faith And Finance Podcast Logo
Faith And Finance
Rob West
September 11, 2025
Jesus warns against the dangers of greed and envy, and teaches that true wealth is found in being rich toward God. He shows us that material things can never give us the life our heart truly craves, and that the real abundance is being rooted in Christ. A biblical approach to money transforms more than just our bank accounts, it transforms our hearts. [... more]
Outlaw Lawyer Podcast Logo
Outlaw Lawyer
Josh Whitaker & Joe Hamer
June 21, 2025
When a spouse passes away, the surviving spouse may not need to update the title on their jointly owned home, as the property is automatically vested in their name. However, if the property is owned as tenants in common, the surviving owner may need to take action to transfer ownership. A trust can be a more efficient way to transfer real property to the next generation, as it avoids the probate process and can be more streamlined than a will. It's essential to consult with an estate planning attorney to determine the best approach for your specific situation. [... more]
Faith And Finance Podcast Logo
Faith And Finance
Rob West
May 30, 2025
Rest is not a luxury, but a necessary part of living wisely and well. God calls us to work, but also to rest, and this balance is essential for our physical, emotional, and financial well-being. [... more]
Outlaw Lawyer Podcast Logo
Outlaw Lawyer
Josh Whitaker & Joe Hamer
May 10, 2025
Josh Whitaker and Joe Hamer discuss trust and estate planning, including various trust clauses such as no contest, spendthrift, and five by five clauses, and how they can be used to customize a trust to achieve estate planning goals. They also touch on the Mandela effect and a conversation about Sinbad and Disney. [... more]
Finishing Well Podcast Logo
Finishing Well
Hans Scheil
April 26, 2025
Your IRA can be considered an IOU to the IRS, and understanding the top IRA rulings of 2024 is crucial for beneficiaries. The SECURE Act and RMD rules can impact tax obligations, and an annuity can provide a solution to spread out distributions over 10 years. Eligible designated beneficiaries, including minors, disabled individuals, and chronically ill individuals, may be able to stretch out distributions over their lifetime. [... more]
Faith And Finance Podcast Logo
Faith And Finance
Rob West
March 19, 2025
Millions of people around the world need basic necessities and the gospel. One organization, Cross International, is helping them receive both. With a presence in over a dozen countries, Cross International is changing lives through food support, clean water, medical supplies, and sharing the love of Jesus. [... more]
Faith And Finance Podcast Logo
Faith And Finance
Rob West
January 17, 2025
Rob West discusses various financial topics, including retirement planning, investment strategies, and biblical stewardship. He answers listener questions on topics such as IRA inheritance, life insurance, and divorce and finances, providing guidance on making wise financial decisions and living a life of stewardship. [... more]
Faith And Finance Podcast Logo
Faith And Finance
Rob West
December 09, 2024
Rob West discusses various financial topics, including healthcare cost-sharing alternatives, biblical stewardship, and estate planning. He also answers listener questions on investing, savings bonds, and tax implications of selling a multi-family property. [... more]
Faith And Finance Podcast Logo
Faith And Finance
Rob West
October 31, 2024
When prioritizing God above all else, financial decisions reflect one's identity in Christ. A biblical worldview of money management starts with lordship, recognizing God owns everything, followed by stewardship, using money as a tool to accomplish God's purposes, and then generosity, giving breaks the grip of money over our lives. [... more]
Faith And Finance Podcast Logo
Faith And Finance
Rob West
September 24, 2024
Helping families with children who have special needs navigate the complexities of financial planning, including the use of ABLE accounts and special needs trusts, to ensure they receive government assistance while also saving for their child's future. [... more]
Faith And Finance Podcast Logo
Faith And Finance
Rob West
July 17, 2024
Understanding God's priorities in managing finances is key to making wise decisions. By recognizing ownership versus stewardship, individuals can align their budgets with biblical principles, including generosity, providing for families, meeting financial obligations, saving for the future, and enjoying God's abundance. Expert advice on budgeting, financial planning, and estate planning helps listeners navigate complex financial decisions with confidence and faith. [... more]
Finishing Well Podcast Logo
Finishing Well
Hans Scheil
July 13, 2024
A certified financial planner discusses the importance of setting up a see-through trust for IRA beneficiaries, particularly for families with special needs children. He explains how this type of trust can help protect government benefits and ensure that the child receives the necessary care and support after the parents' passing. The planner also highlights the complexities and tax implications of setting up such a trust, and emphasizes the need for careful planning and consultation with a qualified attorney. [... more]
Faith And Finance Podcast Logo
Faith And Finance
Rob West
May 31, 2024
Buckner International has been serving vulnerable children, families, and senior adults for nearly 150 years, following the example of Jesus by providing foster care, adoption, and family outreach services. The organization also offers senior living communities and family strengthening programs, with the ultimate goal of leading people to Christ. Listeners can learn more and get involved by visiting buckner.org. [... more]
Faith And Finance Podcast Logo
Faith And Finance
Rob West
April 24, 2024
God's Word contains powerful financial teaching that can change your life, with principles such as the power of trust, focus, and priorities. As stewards of God's resources, it's essential to make intentional financial decisions, prioritize your goals, and manage your money with purpose. By applying these biblical principles, you can achieve financial balance and live a life that honors God. [... more]
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