Truth Network Podcasts : advisors

Podcasts

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

Finishing Well

Hans Scheil

May 30, 2026

Social Security Section of Financial Plan - 2 of 8

A couple's decision to file for Social Security benefits at 68 instead of 70 results in an additional $125,000 in income over two years, highlighting the importance of individualized planning and considering the impact on estate planning and taxes. [... more]

Finishing Well

Hans Scheil

May 23, 2026

Retirement/Financial Plan Series - 1 of 8

A certified financial planner helps a couple, Tom and Susan, create a comprehensive financial plan to ensure a secure retirement. They discuss various aspects of the plan, including Social Security, Medicare, long-term care, estate planning, and taxes, and how these elements work together to achieve their financial goals. [... more]

Faith And Finance

Rob West

May 20, 2026

The 3 Questions Financial Advisors Hear the Most with Sharon Epps

Financial decisions often reveal deeper heart issues, and a biblical perspective can help answer questions about money, security, and peace of mind. A certified kingdom advisor can provide guidance on managing God's money God's way and finding freedom rooted in contentment, not comparison. [... 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]

Finishing Well

Hans Scheil

May 16, 2026

Solo Aging - Are You Prepared?

Preparing for solo aging involves considering long-term care, estate planning, and financial planning to ensure a smooth transition when one partner passes away. This includes setting up a power of attorney, trusts, and having a plan in place for taxes and investments. [... 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 12, 2026

The Rise of Faith-Based ETFs with Mike Schnackenberg

Faith-driven investors are seeking ways to align their investments with their values, and new tools are making it easier than ever. Mike Schnackenberg from Eventide Asset Management discusses the rise of faith-based ETFs and how they can help investors make a positive impact through their investments, while avoiding problematic areas that go against their Christian worldview. [... more]

Finishing Well

Hans Scheil

May 09, 2026

Why Does Being A Fiduciary Matter?

A fiduciary is a professional who puts their clients' interests ahead of their own, providing unbiased and trustworthy financial advice. Certified financial planners, like Hans Scheil, have a duty of loyalty and care to their clients, making full disclosure and acting in their best interest. This fiduciary responsibility is crucial in investment decisions, ensuring that clients receive accurate and transparent advice. [... more]

Faith And Finance

Rob West

May 06, 2026

Surviving Financial Meltdown with Ron Blue

Navigating financial uncertainty with biblical principles can bring clarity and peace. By prioritizing spending, building emergency savings, and minimizing debt, individuals can prepare for uncertain times and trust in the Lord. A simple financial checkup and plan can help individuals stay grounded and avoid emotional decisions. [... more]

Finishing Well

Hans Scheil

May 02, 2026

IRA/401k Mistakes That Cannot Be Fixed

When inheriting an IRA, it's crucial to understand the rules and options available to avoid irreversible mistakes. A non-spouse beneficiary can't roll over the money into their own IRA, while a spouse has more flexibility, including the option to roll it over into their own IRA or leave it in the deceased spouse's name. Exceeding the one rollover per year can also result in taxable consequences. Seeking wise counsel before making any decisions is essential to avoid costly mistakes. [... more]

Faith And Finance

Rob West

April 30, 2026

The Hidden Asset in Your Retirement Plan with Harlan Accola

Harlan Akola joins the show to discuss how bringing home equity into financial plans can change everything, especially for retirees. He explains how home equity can function as a third bucket alongside income and investments, and how using it strategically can help preserve investment accounts longer. The conversation also touches on the importance of timing and the best way to use money, as well as the role of stewardship in managing financial resources. [... more]

Faith And Finance

Rob West

April 29, 2026

Finding Freedom by Defining Enough

Defining enough is a crucial step in achieving financial contentment and living a life of purpose. Scripture reframes the question of enough, emphasizing trust, stewardship, and contentment. By setting a financial finish line and prioritizing generosity, individuals can create margin for kingdom impact and live on mission. [... more]

Finishing Well

Hans Scheil

April 25, 2026

Traditional LTC Insurance vs. Hybrid Life/LTC Insurance

A family's experience with a horrific car accident highlights the importance of having a long-term care insurance policy in place. The policy provided financial security and allowed the family to focus on their loved one's care, bringing them closer together. A comparison of traditional and hybrid long-term care insurance policies reveals that the hybrid policy may offer more benefits, including a death benefit and tax-free cash, making it a valuable option for families to consider. [... more]

Faith And Finance

Rob West

April 22, 2026

Financial Advice Built Around What Matters to You with Sharon Epps

Christian financial advisors can help clients align their values with their financial decisions, leading to a more fulfilling and responsible approach to money management. By prioritizing stewardship and biblical principles, individuals can make informed choices about their finances and create a more secure financial future. [... more]

Finishing Well

Hans Scheil

April 18, 2026

7 Medicare Mistakes

Navigating Medicare can be a daunting task, especially with the various options and potential pitfalls. Understanding the difference between Original Medicare and Medicare Advantage is crucial, as is being aware of sign-up penalties, the Medicare tax, and the lack of coverage for long-term care. Additionally, knowing how to choose the right Medicare supplement and avoiding managed care can make a significant difference in one's healthcare experience. [... more]

Truth Talk

Stu Epperson

April 14, 2026

What Advice Would You Give Pres Trump?

A viral controversy involving President Donald Trump and comments from faith leaders sparks outrage among Christians during Holy Week Is the line between faith and politics being crossed Listeners step into the role of presidential faith advisors offering candid grace-filled and sometimes challenging advice This powerful episode explores humility leadership accountability and what it truly means to reflect Christ in positions of influence [... more]

Finishing Well

Hans Scheil

April 11, 2026

Your Husband/Wife Dies: What Is Your Social Security Check?

When one spouse dies, the surviving spouse's Social Security check is affected, and the amount they receive depends on various factors, including the deceased spouse's filing status, age, and benefit amount. Understanding these complexities is crucial for effective retirement planning and ensuring a secure financial future. [... more]

The Christian Worldview

David Wheaton

April 11, 2026

Thinking Through the Faith Advisors to President Trump

The Christian Worldview Radio program discusses the faith advisors to President Trump, including Paula White-Kaine, who promotes the prosperity gospel and has been accused of misrepresenting God's word. The program also explores the concept of Christian nationalism and its implications, as well as the importance of maintaining a biblical worldview in the face of cultural and political pressures. [... more]

Faith And Finance

Rob West

April 09, 2026

Powerful Financial Principles from God’s Word with Sharon Epps

God's Word offers profound and transformative perspectives on managing money, changing how we see it. Sharon Epps joins Rob West to discuss powerful biblical principles for financial decisions, including the power of trust, focus, priorities, planning, and decision-making. [... 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]