Truth Network Podcasts : Roth Conversion

Podcasts

The following listen on-demand podcasts matched your search results for: Roth Conversion

Finishing Well

Hans Scheil

July 11, 2026

Income Tax Planning: Financial Plan Series (Part 8 of 8)

Certified Financial Planner Hans Scheil discusses the importance of integrating financial planning elements, including tax planning, to preserve families in retirement. He explains how taxes fit into the overall financial plan and how to manage taxes on Social Security, Medicare, and long-term care. Hans also touches on the importance of estate planning and how to avoid the widow tax. [... more]

Faith And Finance

Rob West

July 10, 2026

Back To School Smarts with Crystal Paine

Crystal Payne shares practical advice on back-to-school budgeting, including involving kids in the process and taking advantage of tax-free weekends. Rob West also answers listener questions on retirement savings, generosity, and estate planning, emphasizing the importance of prioritizing needs, building an emergency fund, and seeking professional guidance. [... more]

Faith And Finance

Rob West

July 06, 2026

Stewarding Retirement

Retirement is not just about escape from work, but about finding purpose and faithfulness in God's kingdom. Scripture offers a deeper vision for our later years, encouraging us to move from labor into legacy, using our experience and wisdom to mentor, teach, and encourage others. As we age, our purpose in God's kingdom does not expire, and we can continue to serve and make a difference in the lives of others. [... more]

Faith And Finance

Rob West

July 02, 2026

Boasting in God, Not Wealth

The subtle danger of using wealth to boast is explored through the story of King Hezekiah, who treated God's miraculous provision as a monument to his own success. This temptation is not new and can lead to spiritual toxicity. Modern-day stewards must ask whether their wealth is creeping into their identity and check what their possessions are pointing to. Faithful stewardship flips the script and says, 'Everything I have has been entrusted to me by God.' [... more]

Finishing Well

Hans Scheil

June 20, 2026

IRA's & 401K's: Financial Plan Series (Part 5 of 8)

Certified Financial Planner Hans Scheil helps families plan for retirement, discussing IRAs, 401ks, Roth conversions, and charitable donations to minimize taxes and maximize wealth transfer. [... more]

Faith And Finance

Rob West

June 12, 2026

What If I Haven’t Filed Taxes in Years? with Kevin Cross

Navigating credit card debt and taxes can be overwhelming, but seeking professional help and understanding tax laws can lead to financial freedom. Planning for retirement, including 401k and Roth IRA options, is also crucial for a secure future. Giving to support the work of the Lord, including tithing, is an important aspect of being a faithful steward of God's resources. [... more]

Faith And Finance

Rob West

June 04, 2026

Could a Reverse Mortgage Be Wise Stewardship? with Harlan Accola

Many retirees have spent decades building equity in their homes, but could that equity become a wise tool for stewardship in the next season of life? A reverse mortgage can be a flexible, optional payment loan that allows homeowners to use part of their equity without losing their home or having to sell it. However, some people feel unnecessary guilt when thinking about this option, and it's essential to understand the myths and realities of reverse mortgages to make informed financial decisions. [... more]

Faith And Finance

Rob West

June 03, 2026

The Life-Giving Potential of Wealth with Randy Alcorn

Randy Alcorn joins the discussion on the life-giving potential of wealth, explaining how it can be a powerful tool when surrendered to God, and how it can also be a source of temptation when it competes with our affections for Him. He shares insights on giving, generosity, and the importance of defining enough and setting a financial finish line. [... more]

Faith And Finance

Rob West

May 29, 2026

Receiving Eternal Rewards

Jesus teaches that storing up treasure in heaven means investing in God's purposes today, carrying eternal significance, and reveals a deeper fellowship with God, fuller participation in His kingdom, and the joy of seeing His work unfold through our lives. [... more]

Faith And Finance

Rob West

May 26, 2026

Why Debt Management is Better with Neile Simon

Debt management and credit counseling can help individuals achieve financial freedom by paying off debt up to 80% faster while honoring financial commitments. Retirement planning strategies, such as delaying annuity payments, can also increase monthly benefits. Understanding annuities, Roth IRAs, and 401k rollovers is crucial for making informed financial decisions. Seeking the advice of a certified financial advisor can provide peace of mind and ensure a secure financial future. [... more]

Faith And Finance

Rob West

May 25, 2026

Staying Financially Faithful When Life Is Full

Busyness can be a spiritually dangerous distraction from financial faithfulness, leading to neglect of habits that build long-term stewardship. To stay financially faithful in a busy season, slow down, prioritize what matters most, simplify, remember that small acts of faithfulness matter, and keep the goal in view. Financial decisions should be guided by biblical wisdom, not just transactions, and every dollar earned, spent, saved, or given becomes an opportunity to express what we believe about God. [... more]

Faith And Finance

Rob West

May 19, 2026

Finding Purpose in Retirement with Mitch Anthony

Retirement isn't the end of your purpose, but rather a new season to live it out. A biblical perspective on retirement emphasizes finding balance between rest and contribution, and living out one's fourth quarter of life in a way that's God-honoring and fulfilling. [... more]

Faith And Finance

Rob West

May 18, 2026

Where Should You Keep Your Emergency Fund?

An emergency fund acts as a financial shock absorber, providing stability and breathing room during uncertain times. Wise financial planning involves considering factors such as income stability, job loss, and medical emergencies when determining the right amount to save. Understanding Social Security and disability insurance can help individuals plan for retirement and navigate complex financial situations. Charitable giving through qualified charitable distributions can also be a strategic way to reduce taxable income and give back to the community. [... more]

Faith And Finance

Rob West

May 15, 2026

5 Smart Tips for a Budget-Friendly Family Vacation with Crystal Paine

Crystal Payne shares budget-friendly tips for a great family vacation, including planning ahead, taking advantage of free activities, and being strategic about meals. She also discusses the importance of financial planning for retirement, including considering Social Security and investment options, and the benefits of converting traditional IRA funds to a Roth IRA. [... more]

Faith And Finance

Rob West

May 13, 2026

What is Faith-Based Investing? with Luke Bolton

Believers are exploring how their Christian faith shapes their financial decisions, particularly when it comes to investing. Luke Bolton, co-author of The Theology of Investing, discusses how a biblical perspective can influence investment choices, from avoiding harm to contributing to God's purposes for the world. [... more]

Faith And Finance

Rob West

May 01, 2026

Should You Change Your Financial Finish Line? with Cody Hobelmann

Setting a financial finish line is a biblical principle that helps individuals prioritize generosity and manage resources effectively. It involves determining how much is enough for one's lifestyle, wealth transfer, and conservative margin. By setting a finish line, individuals can gain freedom, contentment, and peace in their financial decisions, and ultimately, live a life of worship and service to God. [... more]

Faith And Finance

Rob West

April 17, 2026

Women of Worth with Bethany Frymire

Women often struggle with financial confidence due to uncertainty about their identity in Christ, leading to hesitation in making financial decisions. A faith-based approach to financial stewardship can provide a foundation of security and clarity, empowering women to make wise financial decisions and live out their purpose. [... more]

Faith And Finance

Rob West

April 15, 2026

Freedom from Borrowing

Exploring a more biblical perspective on borrowing and debt management, and how it can impact our financial freedom and ability to live out God's call in our lives. Discussing the importance of budgeting, retirement planning, and understanding taxes and Medicare, to make informed financial decisions and find freedom rooted in contentment, not comparison. [... more]

Faith And Finance

Rob West

April 07, 2026

Our Ultimate Treasure: Intentional Giving

Intentional giving is an act of discipleship that connects our resources to God's redemptive work in the world. It's not just another financial habit, but a response to the favor we've already received. Generosity becomes one of the most exciting things we do with our money when we realize that our work and income aren't just about survival or success, but about joining God in meeting needs and restoring the lives of others. [... more]

Finishing Well

Hans Scheil

April 04, 2026

Income Tax Planning Dilemma - Age 68

A couple in their 60s with a large fortune faces a dilemma when they decide to do a Roth conversion, which brings their income into a higher tax bracket, resulting in a significant tax bill. They must now consider selling stocks to pay the tax, while also planning for their estate and reducing their taxable income. [... more]