Truth Network Podcasts : Roth IRA

Podcasts

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

Faith And Finance

Rob West

July 25, 2024

Margin is one of those important things in life that we often take for granted and that can lead to trouble Margin basically means something extra A little extra time or even distance from the car in front of you It's critical especially with your finances I'll talk about financial margin today Applying Margin to Personal FinancesWhen you think of margin you might associate it with the business term profit margin This concept is crucial in business as it determines a company's profit after all expenses Every step of bringing a product to market involves multiple entities manufacturers salespeople transporters [... more]

Faith And Finance

Rob West

June 27, 2024

Timeshare Tribulation

What's harder to get rid of than termites and hurts more than a toothache A certain group of people will tell you it's a timeshare It seemed like a good idea at the time but now it's just another budget buster Today we're diving deeper into this topic Unfortunately none of the options are particularly great but let's explore them Why Are Timeshares Hard to Sell First it's important to understand why timeshares are so difficult to sell Ideally you'd sell your timeshare and recoup your investment However this rarely happens If anyone has managed it please let us know [... more]

Faith And Finance

Rob West

June 24, 2024

3 Myths About Wealth That Christians Believe With Rachel Mcdonough

Myths can be persistent things For a long time people thought the world was flat The investing world has its share of myths that persist to this day Rachel McDonough joins us today to go over myths about wealth that many Christians believe but shouldn't Rachel McDonough is a Certified Financial Planner CFP a Certified Kingdom Advisor CKA and a regular Faith Finance contributor Flat Earth and Financial MythsWhen your core assumptions are wrong your strategy becomes useless Imagine planning a voyage worldwide while believing it's flat you'd never reach your destination accurately Similarly in finance myths perpetuated by various [... more]

Faith And Finance

Rob West

June 13, 2024

Financial Plans and God’s Will

We all want our plans to succeed but what does the Lord want Are you and God on the same page regarding your financial plans Today we'll discuss achieving your financial goals and doing God's will As avid planners we know that having a plan is the best way to meet your financial goals or any goals for that matter But how do you ensure your plans align with God's will for your life As Christians we believe that Jesus' plans are the best and the Bible supports this in Proverbs Many are the plans in the mind of a [... more]

Finishing Well

Hans Scheil

June 01, 2024

2026 Tax Increase

Hans and Robby are back again this week with a brand new episode This week's discussion is about the tax increase for Don't forget to get your copy of The Complete Cardinal Guide to Planning for and Living in Retirement on Amazon or on CardinalGuide com for free You can contact Hans and Cardinal by emailing hans cardinalguide com or calling - - Learn more at CardinalGuide com Find us on YouTube Cardinal Advisors [... more]

Faith And Finance

Rob West

May 30, 2024

Worrying About the Financial Future

The data shows that personal debt is rising and folks are worried about their financial future So what rsquo s the solution On today's Faith amp Finance Live Neile Simon will join Rob West to talk about the solution to fretting over finances Then Rob will answer your calls on various financial topics nbsp See omnystudio com listener for privacy information [... more]

Planning Matters Radio

Peter Richon

May 25, 2024

How Old is Too Old for a Roth Conversion?

Taxes are set to increase in And even though it may not feel like it we are living in a historically low tax rate In this video Peter with Richon Planning and Erin Kennedy talk through the pros and cons of a Roth Conversion for someone in their 's First the pros if you convert your IRA to a Roth IRA you and your beneficiaries will have tax-free withdrawals all future growth will happen tax-free and you'll have no Required Minimum Distributions which means you have better control your tax liability But before you convert you should also consider the [... more]

Faith And Finance

Rob West

May 24, 2024

For Where Your Treasure Is With Chad Clark

Are you storing up treasures on earth or in heaven Are you focused on the temporal or the eternal In Matthew Jesus clarifies that our hearts will always follow after what we treasure Was he talking about money Chad Clark shares his insights with us today Chad Clark is the Executive Director of FaithFi Faith Finance What does Jesus mean when he says For where your treasure is your heart will be also It challenges us to evaluate what we treasure most It's common for us to say that where our money is there our hearts will be and we [... more]

Faith And Finance

Rob West

May 23, 2024

Speaking Up for Shareholders

From Jeremiah we know God's people should seek the welfare of the people and places around them But is seeking the welfare of our community something Christians can pursue by means of their investing choices On today's Faith amp Finance Live Chris Meyer will join Rob West with a look at how shareholder advocacy works and how you can affect change through your investments Then Rob will answer your calls on various financial topics See omnystudio com listener for privacy information [... more]

Faith And Finance

Rob West

May 21, 2024

Lessons From Today’s Retirees with Matt Bell

Are you confident you'll be able to retire comfortably someday Are you taking steps to make that happen Inadequate savings faulty assumptions and high inflation could create barriers to a comfortable retirement Can we learn anything from today's retirees Matt Bell thinks we can and joins us today to discuss this Matt Bell is the Managing Editor at Sound Mind Investing an underwriter of Faith Finance What does the latest Employee Benefit Research Institute data show about how people feel about their retirement prospects In the latest report nearly of people in the workforce and somewhat higher numbers of those [... more]

Finishing Well

Hans Scheil

May 11, 2024

Tax Deffered Vs. Tax Free

Hans and Robby are back again this week with a brand new episode This week's discussion is about tax deferred vs tax free Don't forget to get your copy of The Complete Cardinal Guide to Planning for and Living in Retirement on Amazon or on CardinalGuide com for free You can contact Hans and Cardinal by emailing hans cardinalguide com or calling - - Learn more at CardinalGuide com Find us on YouTube Cardinal Advisors [... more]

Faith And Finance

Rob West

May 01, 2024

Debt Repayment Or Giving? With Ron Blue

Malachi says Bring the full tithe into the storehouse that there may be food in my house And thereby put me to the test says the Lord of hosts if I will not open the windows of heaven for you and pour down for you a blessing until there is no more need God isn't just telling us to test Him with our giving He's challenging us to test Him Do it and see what I will do Why do you think many Christians are reluctant to do this Many Christians are reluctant to test God with their finances because [... more]

Planning Matters Radio

Peter Richon

April 27, 2024

3 Strategies to Reduce Your IRMAA for Medicare Part B

If the Social Security Administration considers you a high-income beneficiary you'll pay a surcharge known as the Income-Related Monthly Adjustment Amount IRMAA That means if your modified adjusted gross income is more than for single filers or more than for those who are married and filing jointly you'll be paying the IRMAA penalty However as Peter with Richon Planning explains to Erin Kennedy there are strategies you should consider to reduce that penalty They are Roth IRA Conversions Health Savings Accounts Qualified Charitable Distributions There are also instances when you can apply for an IRMAA waiver To avoid that IRMAA [... more]

Faith And Finance

Rob West

April 26, 2024

Jesus and the Wealthy

If you make a year after taxes and have no children you rsquo re in the wealthiest of the global population If we begin to think of ourselves in the top how will that affect our financial decisions as stewards of God rsquo s resources On today's Faith amp Finance Live host Rob West will welcome John Cortines to share some interesting insights about Jesus and the wealthy Then Rob will answer your calls and financial questions nbsp See omnystudio com listener for privacy information [... more]

Faith And Finance

Rob West

April 17, 2024

Busy Mom’s 4 Steps to Spiritual Balance

We don rsquo t often think of time management as one of God rsquo s financial and spiritual principles but we definitely should And certainly busy moms know how critical it is to keep these things in balance On today's Faith amp Finance Live host Rob West will welcome Crystal Paine to share some tips on time management for achieving spiritual balance Then Rob will answer your questions on different financial topics nbsp See omnystudio com listener for privacy information [... more]

Faith And Finance

Rob West

March 25, 2024

Handling Economic Uncertainty with Brandon Sieben

Trust in the Lord with all your heart and do not lean on your own understanding In all your ways acknowledge him and he will make straight your paths - Proverbs - Why are people so worried about the economy these days Part of the issue is concern about a number of factors including the upcoming US election high inflation high interest rates and various geopolitical issues like what's happening with China Taiwan Ukraine and the Middle East How are people dealing with this uncertainty Uncertainty for many people leads to fear especially for those on a fixed budget or [... more]

Faith And Finance

Rob West

March 21, 2024

Exploring the Parable of the Rich Fool

So is the one who lays up treasure for himself and is not rich toward God Luke Chad Clark is Executive Director here at FaithFi and over the last several months our team has been working on a brand new -week study on the Parable of the Rich Fool called Rich Toward God INTRODUCTION TO THE RICH TOWARD GOD STUDYThe Rich Toward God '' study emerges from FaithFi's mission to equip Christians with tools and resources for integrating faith with financial decisions aiming to help believers see God as their ultimate treasure The parable of the rich fool serves as [... more]

Faith And Finance

Rob West

March 12, 2024

Trusting God with Your Money Matters

SPIRITUAL BOTTOM LINE OVER FINANCIAL CONCERNS The true bottom line for believers in Jesus is our identity in Christ providing us peace and assurance that our sins are paid for as highlighted in the hymn Jesus paid it all This foundational truth encourages believers to rest in God's role as protector and provider alleviating worries about financial matters SCRIPTURAL ENCOURAGEMENTS AGAINST WORRY Matthew Jesus teaches not to worry about material needs emphasizing God's provision for all creation thus underscoring our value and God's care for us over our material concerns Numbers Highlights God's unchangeable and trustworthy nature contrasting human unreliability [... more]

Faith And Finance

Rob West

March 07, 2024

Preparing for the Inevitable

PLANNING FOR THE FUTURE AND ESTATE PLANNINGProverbs highlights the importance of acting with knowledge in all aspects of life including the preparation for inevitable events like death This preparation involves legal financial and personal readiness to ensure your wishes are honored and your loved ones are cared for IMPORTANCE OF UPDATED WILLS AND DIRECTIVESHaving updated wills is critical to ensure your wishes are followed after your death with legal powers of attorney and health care directives being equally important An estate attorney is necessary to prepare these documents representing an essential investment in your family's future well-being PREPARING FOR YOUR [... more]

Faith And Finance

Rob West

February 28, 2024

Boomers Hanging On to Houses

BOOMER INFLUENCE ON HOUSING MARKET The current landscape of the housing market is significantly influenced by baby boomers particularly in terms of home ownership patterns and inventory distribution A substantial portion of large homes defined as those with three bedrooms or more is owned by baby boomers who are aged between to years old In contrast younger generations including millennials ages to and Gen Zers ages to possess a smaller share of large homes leading to a disparity in housing options Boomers' ownership status with many owning homes outright and having little financial incentive to sell contributes to the limited [... more]

Finishing Well

Hans Scheil

February 24, 2024

2024 Income Tax Brackets For Roth IRA Conversion

Hans and Robby are back again this week with a brand new episode This week's discussion is about income tax brackets for Roth IRA conversion for Don't forget to get your copy of The Complete Cardinal Guide to Planning for and Living in Retirement on Amazon or on CardinalGuide com for free You can contact Hans and Cardinal by emailing hans cardinalguide com or calling - - Learn more at CardinalGuide com Find us on YouTube Cardinal Advisors [... more]

Faith And Finance

Rob West

February 23, 2024

Pride in Prosperity

THE PARABLE OF THE RICH FOOL UNDERSTANDING STEWARDSHIP AND PRIDEIn Luke - Jesus tells a parable of a rich man who credits himself for his wealth planning to build larger barns for his abundant crops highlighting his self-reliance and pride BIBLICAL WARNINGS AGAINST PRIDE Corinthians questions what we have that we did not receive from God critiquing the notion of boasting about personal achievements Timothy - emphasizes contentment with what we have reminding us that we brought nothing into the world and can take nothing out Corinthians - instructs us to boast in the Lord not in ourselves for true [... more]

Planning Matters Radio

Peter Richon

February 17, 2024

Have You Heard of the "Rich Person's Roth?

Roth IRAs are one of the best ways to minimize taxes However many people earn too much to qualify for a Roth IRA single filers who make more than K and married couples who make more than k In this video Peter with Richon Planning and Erin Kennedy talk through an alternative for those high earners known as the Rich Person's Roth However it's not a retirement account it's a cash value life insurance policy which also offers tax free growth and tax free withdrawals Cash value life insurance can be a great strategy for certain investors However it's certainly [... more]

MoneyWise

Rob West and Steve Moore

February 13, 2024

Helping the Kids Buy a House

Home values and interest rates remain high and that rsquo s leading some parents to consider becoming a bank for their kids to help them finance their home purchase But are there pitfalls that come with that strategy On today's Faith amp Finance Live host Rob West will explore the idea of you helping your kids buy a house Then he rsquo ll answer some calls and financial questions nbsp See omnystudio com listener for privacy information [... more]

Finishing Well

Hans Scheil

February 03, 2024

Which Beneficiary Are You

Robby is back again this week with Tom Griffith for a brand new episode This week's discussion is which beneficiary are you Don't forget to get your copy of The Complete Cardinal Guide to Planning for and Living in Retirement on Amazon or on CardinalGuide com for free You can contact Hans and Cardinal by emailing hans cardinalguide com or calling - - Learn more at CardinalGuide com Find us on YouTube Cardinal Advisors [... more]

Faith And Finance

Rob West

January 22, 2024

Act Your Wage With Howard Dayton

Commit your work to the Lord and your plans will be established Proverbs Howard Dayton is the founder of Compass Finances God's Way and the former host of this program HOW DOES A SPENDING PLAN HELP WITH MANAGING YOUR MONEY AND REDUCING YOUR DEBT Howard founder of Compass Finances God's Way introduces the concept of a spending plan budget He explains that a spending plan is not just about restricting expenses but is a strategic tool that helps direct money towards achieving life goals and reducing debt The plan also controls impulse spending and is flexible enough to adjust as [... more]

Faith And Finance

Rob West

January 18, 2024

8 Habits of Wise Women Managing Money With Miriam Neff

Miriam Neff back on the program She's the founder and president of Widow Connection a ministry dedicated to helping women overcome and thrive after the loss of a husband She's also co-author with her daughter Valerie Neff Hogan of Wise Women Managing Money THE IMPORTANCE OF WOMEN UNDERSTANDING FINANCESMiriam Neff discusses the importance of women including widows and single moms understanding and managing finances She emphasizes that women manage over of wealth in the U S and this number is growing Every woman should understand finances regardless of their marital status It's crucial to acknowledge that all possessions are God's [... more]

Faith And Finance

Rob West

January 16, 2024

Is Your Budget Due an Overhaul?

INFLATION FELL There's something you need to understand about the inflation numbers you hear in the news such as Inflation fell to last month on an annualized basis Some folks think that means prices went down but it really only means that the rate of price increases has gone down INFLATION'S PERMANENT PRICE INCREASES A decrease in inflation rate means slower price increase not price reduction Even if inflation drops to zero the high prices from past inflation remain WAGE GROWTH NOT KEEPING UP WITH INFLATION A significant portion of workers report their wages haven't kept up with inflation leading [... more]

MoneyWise

Rob West and Steve Moore

January 08, 2024

Created for Good Works

There rsquo s always someone who has a list of chores for you whether it rsquo s your spouse or your mom or your boss But what about your heavenly Father Is there a list He has for you On today's Faith amp Finance Live host Rob West will talk about what God wants from us when it comes to good works Then he rsquo ll answer your calls and various financial questions nbsp See omnystudio com listener for privacy information [... more]

Planning Matters Radio

Peter Richon

January 06, 2024

Hoping to Make a Catch-Up Contribution? One Big Change for High-Income Earners

The passage of SECURE Act changed a lot when it comes to saving for retirement And we've just received some clarifications from the IRS about catch up contributions In is video Peter with Richon Planning and Erin Kennedy break down the changes that could affect you Despite previous guidance if you are looking to make a catch-up contribution in there won't be any changes However starting in those catch-up contributions will have to be made in your Roth account Here's what you need to know if you're at least years old or older no matter your income level you can [... more]

Faith And Finance

Rob West

January 01, 2024

Keeping New Year’s Resolutions

NEW YEAR'S RESOLUTIONS A survey of people highlights common resolutions diet exercise more save more spend less learn a new skill quit smoking find a new job and spend time with family and friends These resolutions are often hard to keep due to requiring significant lifestyle changes THE IMPORTANCE OF CHRISTIAN RESOLUTIONS For Christians resolutions should prioritize God's will and honor Him Success in resolutions is more likely when they align with God's will Examples of Christian resolutions include seeking God's guidance for resolutions and praying for wisdom and strength SCRIPTURAL GUIDANCE James encourages seeking God's wisdom If any of [... more]

MoneyWise

Rob West and Steve Moore

December 28, 2023

Inside Out Stewardship

The Bible has dozens of verses about stewardship But have you ever wondered where stewardship begins What is it based on On today's Faith amp Finance Live host Rob West will welcome Chad Clark and they rsquo ll explore the basis of stewardship and what motivates us to practice it nbsp Then Rob will answer some calls on various financial topics nbsp See omnystudio com listener for privacy information [... more]

Faith And Finance

Rob West

December 25, 2023

Six Lessons for Financial Literacy

The following is an encore presentation from April is just hours away and it's one of our favorite months of the year That's because April is Financial Literacy Month This event began some two decades ago to raise awareness about the critical need for financial literacy It's just as important as learning to read and write We'll talk about that on Faith and Finance It's not quite April yet but we want to give you a head start on gaining financial literacy It's important because if you don't know how to set up a budget handle credit cards responsibly or [... more]

Finishing Well

Hans Scheil

December 16, 2023

Getting Money Out Of A Roth IRA

Hans and Robby are back again this week with a brand new episode This week they discuss getting money out of a Roth IRA Don't forget to get your copy of The Complete Cardinal Guide to Planning for and Living in Retirement on Amazon or on CardinalGuide com for free You can contact Hans and Cardinal by emailing hans cardinalguide com or calling - - Learn more at CardinalGuide com Find us on YouTube Cardinal Advisors [... more]

Faith And Finance

Rob West

December 14, 2023

The Meaning Behind A Christmas Carol With Jerry Bowyer

Jerry Bowyer is our resident economist here at FaithFi and the president of Bowyer Research He's also the author of The Maker and the Takers What Jesus Really Said About Social Justice and Economics Fans of the story might remember this exchange Scrooge My taxes help support the public institutions which I've mentioned and they cost enough Those who are badly off must go there Portly Gentleman Many can't go there and many would rather die Scrooge If they had rather die perhaps they had better do so and decrease the surplus population Portly Gentleman Surely you don't mean that [... more]

Faith And Finance

Rob West

November 20, 2023

Financial Discipleship For Families With Brian Holtz Pt. 1

Brian Holtz is the Chief Operating Officer at Compass Finances God's Way He's also the author of a brand new book Financial Discipleship for Families Intentionally Raising Faithful Children WHY A BOOK ABOUT MONEY FOR PARENTING Jesus used money in parables to teach spiritual lessons making it relatable and insightful for teaching children Managing money according to God's principles impacts our relationship with Him ACTIVE VS REACTIVE PARENTINGActive parenting involves setting goals and preparing children for future financial decisions Reactive parenting addresses issues only as they arise often in a negative context WHY A BOOK ABOUT MONEY FOR PARENTING Jesus [... more]

Faith And Finance

Rob West

November 04, 2023

7 Marks of a Good Steward

Jesus entrusted us with the Gospel and gave us His immeasurable love by dying on the Cross As stewards of those priceless gifts we're to share them with the world So keep in mind that stewardship isn't just about money So what are the marks or characteristics of good stewards Acknowledgment of God's Ownership Good stewards understand that everything is God's Deuteronomy You shall remember the Lord your God for it is he who gives you power to get wealth They hold resources temporarily and avoid hoarding or coveting Recognition of God's Gifts They see their skills and abilities as [... more]

Faith And Finance

Rob West

October 28, 2023

Senior Medical Sharing With Lauren Gajdek

Lauren Gajdek is Vice President of Communications and Media at Christian Healthcare Ministries an underwriter of this program WHAT IS BIBLICAL COST SHARING AT CHM Christian healthcare ministries CHM is not a health insurance company CHM helps members with their medical bills through a biblical model working with healthcare providers to get bill discounts and then remitting payments back to the members CHM has existed for over years and has shared almost billion in medical bills TELL US ABOUT THE SENIOR SHARE PROGRAM Senior Share is for individuals aged and older Members need to be on Medicare Parts A and [... more]

Faith And Finance

Rob West

October 27, 2023

Emotional Buying and Impulse Spending During the Holidays

It seems as if retailers start the so-called traditional buying season earlier and earlier every year There's a lot of pressure to spend money on holiday d cor gifts and experiences Well if they can start early so can we We're going to help you prepare by resisting the temptations of emotional buying and impulse spending It's crucial to prepare in advance to avoid succumbing to emotional buying and impulse spending EMOTIONAL BUYING It's crucial to prepare in advance to avoid succumbing to emotional buying and impulse spending Most buying decisions especially during holidays are influenced by emotions Factors that [... more]

Faith And Finance

Rob West

October 23, 2023

7 Marks of a Good Steward

Faith And Finance

Rob West

October 19, 2023

Senior Medical Sharing With Lauren Gajdek

MoneyWise

Rob West and Steve Moore

October 17, 2023

Roth Over a Traditional IRA?

What rsquo s the best investment option for you mdash a traditional IRA or a Roth On Faith amp Finance Live we get that question a lot as folks try to decide which type of retirement account will put them ahead in the long run So be sure to tune in today as host Rob West welcomes Mark Biller to help us take a fresh look at these two options Then they rsquo ll tackle your questions about investing nbsp See omnystudio com listener for privacy information [... more]

Planning Matters Radio

Peter Richon

October 17, 2023

2023 EP1017 | Financial Updates | 4 Year End Tax Tips To Get On Track For 2024

The end of the year is a great time to start thinking about your taxes for the upcoming year That's why Peter with Richon Planning and Erin Kennedy are sharing tax saving tips you can do now to help you get on track for Max Out Your Roth IRA Tax Loss Harvesting Consider Your Tax Filing Status Seek Tax Efficient Investments If you have any questions about Roth Conversions or if you'd like to talk through specific tax efficient investments including Health Savings Accounts s or Qualified Charitable Distributions please reach out to Peter by calling - or visit www [... more]

Faith And Finance

Rob West

October 17, 2023

Roth Over a Traditional IRA? With Mark Biller

Mark Biller is Executive Editor at Sound Mind Investing In this month's SMI newsletter he has a great article to help folks make this decision titled Should You Use A Roth Account Even If You Prefer Traditional WHY IS THIS A GOOD TIME TO ASK WHETHER ONE SHOULD USE A ROTH ACCOUNT EVEN IF THEY PREFER TRADITIONAL Roth IRAs were introduced in with rules about who can contribute A new law will soon mandate some older primarily higher income k investors to direct some contributions into Roth accounts This law also impacts those using B B plans and the Thrift [... more]

Planning Matters Radio

Peter Richon

October 14, 2023

2023 EP1014 | Financial Updates | Inheriting A Roth IRA? What You Need To Know

We talk a lot about the benefits of Roth accounts A Roth IRA allows you to save for retirement with after-tax dollars That means you pay taxes on your contributions now but your withdrawals are tax free in retirement There are also several benefits to inheriting a Roth IRA as Peter with Richon Planning explains to Erin Kennedy the distributions are tax-free and they won't affect your taxable income However with a few exceptions you'll still have to drain the inherited account within years If you are inheriting a Roth IRA here's a quick action plan Understand your beneficiary type [... more]

Planning Matters Radio

Peter Richon

September 30, 2023

2023 EP0930 | Financial Updates | 401k Withdrawal Rules: What You Need to Know

More Americans are tapping their ks because of financial distress In fact the number of people who made a hardship withdrawal surged from the second quarter of If you're thinking of tapping your k early Peter with Richon Planning and Erin Kennedy explain how it works and the risks including -How can I withdraw money from my k without penalty -How the passage of the SECURE Act made hardship withdrawals even easier -The lost opportunity cost of tapping your k Keep in mind if you're not and you make a withdrawal not for a hardship you're going to face a [... more]

Faith And Finance

Rob West

September 29, 2023

3 Ways To Lose Money

MAXIMIZING K CONTRIBUTIONS Not contributing enough to a k to receive the maximum employer matching contribution can result in money loss An additional strategy involves front-loading contributions at the beginning of the year to maximize compound earnings with the annual contribution limit noted as or for those aged or older Caution is advised to maintain contributions throughout the year to secure the employer match effectively UTILIZING ROTH IRAS In cases where employers do not offer k plans establishing a Roth IRA is recommended to prevent money loss due to compound earnings over time Roth IRAs provide tax-free retirement income and [... more]

MoneyWise

Rob West and Steve Moore

September 25, 2023

Should You Set Up a Legacy IRA?

You've heard of the traditional IRA and the Roth IRA But have you heard of the Legacy IRA If you haven't heard of it before you might be wondering now if you need to have one On today's Faith amp Finance Live host Rob West will talk about the Legacy IRA its purposes and how you can know if you should set one up Then he'll answer your questions on various financial topics See omnystudio com listener for privacy information [... more]

Planning Matters Radio

Peter Richon

September 23, 2023

2023 EP0923 | Peter Richon | Opening A Trading Account

Many retirees are surprised to learn that above a certain income Social Security is taxed In retirement it's important to know how all your income streams will be taxed and how to mitigate those taxes In this video Peter with Richon Planning explains strategies to Erin Kennedy Convert to a Roth IRA Consider Shifting Income Investments Delay Claiming Your Social Security Benefits Another strategy to consider is a Qualified Charitable Distribution Determining which strategy is right for you is a very personalized calculation and it's something we specialize in at Richon Planning For your detailed and personalized retirement tax plan [... more]

Faith And Finance

Rob West

September 20, 2023

3 Steps to Bless Your Pastor With Brian Kluth

And I will give you shepherds after my own heart who will feed you with knowledge and understanding Jeremiah Brian Kluth is a best-selling author of several books on generosity He was a pastor himself for years and is now the national spokesman for the annual Bless Your Pastor initiative which is organized by the National Association of Evangelicals Tell us about the three-step program for blessing pastors and church staff The three steps are Download free materials for your church and share them with church leaders including a flier titled Ways to Bless Your Pastor and Church Staff Take [... more]

MoneyWise

Rob West and Steve Moore

September 01, 2023

Financial Plans and God’s Will

We all want our plans to succeed but what does the Lord want And how can we tell if we are on the same page with God when it comes to our financial plans Join us for today's Faith amp Finance Live when host Rob West will talk about achieving your financial goals while doing God rsquo s will mdash all at the same time Then he rsquo ll answer your calls about various financial topics nbsp See omnystudio com listener for privacy information [... more]

Faith And Finance

Rob West

August 21, 2023

Save Thousands On Your Mortgage

When you think about it the amount of interest you pay over the life of a -year mortgage should be plenty of incentive to pay off the loan as fast as possible Let's say you take out a -year mortgage at At the end of that term you'll have paid almost in interest alone making the true cost of the home closer to But let's say with years to go you decide to put an extra a month against the principal That will actually shave off six years and months' worth of payments and save you just over in interest [... more]

Faith And Finance

Rob West

August 10, 2023

Avoiding Student Debt With Art Rainer

Going to college is a huge financial decision A verse to keep in mind is Proverbs which tells us The rich rule over the poor and the borrower is the slave of the lender That should guide your decision process because it's so easy to borrow and run up tens of thousands of dollars in debt that will take you decades to pay back In his book Art Rainer lists four ways to minimize debt WAYS TO MINIMIZE DEBTStart saving nowTake college level of AP courses nowExplore scholarships and grantsBe willing to work while in schoolWe're not saying those things [... more]

MoneyWise

Rob West and Steve Moore

August 09, 2023

Be Diligent with Your IRA

Throughout scripture we read about the importance of diligence and find instructions for us to be good stewards of the things God has placed in our care On today's MoneyWise Live Rob West will give us some ways that we can be diligent with the money we rsquo ve been blessed with mdash specifically what we rsquo ve invested in our IRAs Then he rsquo ll answer some questions on various financial topics nbsp See omnystudio com listener for privacy information [... more]

MoneyWise

Rob West and Steve Moore

August 09, 2023

Charitable Gift Annuities

How you ever wondered if there rsquo s a way to receive income and increase your generosity at the same time On today's MoneyWise Live host Rob West will talk with George Duffin of the National Christian Foundation about a way you can do just that by using a charitable gift annuity Then Rob will answer your calls and questions on any financial topic nbsp nbsp See omnystudio com listener for privacy information [... more]

Faith And Finance

Rob West

August 09, 2023

Principled Reasoning With Jerry Bowyer

Today we're picking up where we left off in our last conversation with Jerry in our series on a Christian Economic Worldview And this time we're talking about what he calls Principled Reasoning But we might add the subtitle A Way Out of this Mess We'll start with a few key questions First is there a way out of the confusion and the futility of boom and bust cycles And is there a way out of the confusion of a fragmented worldview that leaves out cause and effect and leaves us unable to understand the relationship between different parts of [... more]

Faith And Finance

Rob West

August 02, 2023

The Paradox of Prosperity With Ron Blue

THE PARADOX OF PROSPERITYThis is one concept in a video series he released a few years back on what he calls Transferable Concepts things that he can share in a or -minute speech And he shares these things over and over and over again because they're transferable and they're concepts that can change the way people view stewardship or money and money management And one of the most compelling illustrations he shares is his own personal story Ron says When Judy and I got married we lived in a trailer on campus at Indiana University It was sq ft It [... more]

Faith And Finance

Rob West

August 01, 2023

Healthcare Freedom of Choice With Lauren Gajdek

IN-NETWORK We'll start with in-network versus out-of-network medical costs which is something consumers really need to be aware of Healthcare Plans generally cover out-of-network emergency room care as if it were in-network but not visits to out-of-network doctors and other treatment That could cost you or times more than in-network care NO NETWORKWhile Christian Healthcare Ministries helps its members cover their healthcare costs it is not an insurance company Members are not bound to a particular network of providers As long as their treatment is eligible for sharing under the terms of the membership CHM will share the cost That [... more]

Planning Matters Radio

Peter Richon

July 01, 2023

2023 EP0701 | Financial Updates | Is It A Good Idea To Max Out Your 401K?

k s are generally the most accessible and easiest way to save for retirement but should you really be maxing out your contributions every year In this video Peter with Richon Planning and Erin Kennedy break down the pros and cons of stashing a lot of money in a pre-tax account and Peter explains when you should consider investing in other accounts as well If you'd like to sit down with Peter to determine where you should be putting your money to ensure a happy and tax-efficient retirement please feel free to give him a call at - or schedule [... more]

MoneyWise

Rob West and Steve Moore

June 27, 2023

When Helping Hurts

Christians are called to help the poor and studies consistently show that we rsquo re generous people compared to the whole But does that generosity always mean we rsquo re helping On today's Faith amp Finance Live host Rob West will talk with Brian Fikkert about when helping hurts Then Rob will answer your questions on different financial topics nbsp See omnystudio com listener for privacy information [... more]