They re not listed on stock exchanges yet private market investing opportunities are becoming increasingly popular So just what are private markets Why would you want to consider making them a part of your portfolio And how would you go about it Cole Pearson is here today to break it all down for us Cole Pearson is the President of Investment Solutions at OneAscent a family of companies seeking to help people align their investments with their Christian values OneAscent is also an underwriter of Faith Finance What Is Private Market Investing Private market investing involves putting capital into companies [... more]

Bonds are considered safe investments but also a bit boring Is that true though In the investing world all the drama for good or ill is in the stock market It s up it s down you get the picture However bonds also have an interesting story and Benjamin Bailey is here to tell us about it Benjamin Bailey is Vice President of Investments and Senior Fixed Income Manager at Praxis Mutual Funds an underwriter of Faith Finance Introduction to Bonds and StocksBonds play a unique role in building a well-rounded investment portfolio compared to stocks Stocks represent ownership in [... more]

There s a saying Any port in a storm Does that apply to your savings The economic waters seem choppy these days so where s a safe harbor for your savings that still gives you a return Aaron Caid helps you plot a course for your money today Aaron Caid is the Chief Marketing Officer at Christian Community Credit Union an underwriter of Faith Finance Understanding Savings OptionsIf you've ever wondered which one is right for you here are the basics of each type of account so you can determine which best suits your needs Savings Accounts The BasicsSavings accounts [... more]

Owning rental property is like ordering a pizza with anchovies It s not for everybody There s no question that renting a property can be a lucrative investment but it s certainly not a passive investment like owning stock Owning rental property is attractive for many but it s not a perfect fit for everyone Just like not everyone enjoys anchovies not everyone has the temperament or resources to be a landlord Before diving into property management it s essential to understand the benefits and challenges of it Let's explore these aspects to help you decide if being a landlord [... more]

Thanks to insurance we don t very often have bank savings and loans or credit union runs anymore Aaron Caid is with us today to discuss how that came about Aaron Caid is the Chief Marketing Officer at Christian Community Credit Union an underwriter of Faith Finance The Role of FDIC in Banking StabilityWhen we think about bank runs we often think of the Great Depression Thankfully such events are rare today primarily due to the Federal Deposit Insurance Corporation FDIC 's creation through the Banking Act of The FDIC now insures bank deposits up to per customer providing peace [... more]

There are key areas most people in their s and s miss when it comes to financial planning In this video Peter Richon with Richon Planning and Erin Kennedy discuss how to avoid those pitfalls and Peter breaks down the steps you need to take now to set yourself up for financial success Bank Savings Emergency Fund liquidity is key And it will ensure you don't have to borrow money at high interest rates Life Insurance protect yourself and your family in case the worst happens Open and Invest in a Roth take advantage of today's historically low tax rate [... more]

Tim Macready is head of Global Multi-Asset Investing with BrightLight an EverSource Wealth Advisors Team HOW DID YOU BECOME INTERESTED IN AND A LEADER IN THE FAITH-BASED INVESTING MOVEMENT Tim grew up on the mission field and returned to Australia for studies initially working with pension plans His desire to do something meaningful led him to a faith-based pension fund in Sydney For years he has explored what it means to be a faithful steward of God's resources now working with pension funds investment advisors and families at the intersection of faith and investing CAN YOU EXPLAIN THE DIFFERENCE BETWEEN [... more]

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]

Harlan Accola is National Reverse Mortgage Director at Movement Mortgage which is an underwriter of this program He is also author of the book Home Equity and Reverse Mortgages The Cinderella of the Baby Boomer Retirement WHAT IS THE BIGGER PICTURE AROUND REVERSE MORTGAGES BEYOND THE COMMON PERCEPTION A reverse mortgage is like a savings account or retirement fund but for your home equity allowing you to unlock and use the money invested in your home It is government-guaranteed for safety ensuring you can use your home's value without the risk of owing more than the home's worth It transforms [... more]

Having an emergency fund is always important and considering how volatile the markets have been this year Peter with RichonPlanning explains to erinkennedy precisely how much cash you should have on hand right now As you know your emergency fund should be able to cover - months of living expenses Having cash on hand will ensure you don't have to dip into retirement savings to cover living expenses And if you're worried about having too much cash on hand right now considering the rate of inflation there are investment products that still allow for high returns while offering liquidity If [... more]

Hans and Robby are back again this week with a brand new episode This week's show is all about MYGA or multi-year guaranteed annuity Is this the right course of action for you and your loved ones This show has the information you seek to make that determination 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]

Hans and Robby and guest Tom Griffith discuss Safety Liquidity and Growth How do they relate to each other and which of the three is most important to your financial well being 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]

Peter discusses recent market jitters and what drove them The Infrastructure spending bill taxes and the influence of the Chinese markets and EverGrande on our economy [... more]

Knowing when you are ready to retire is accomplished through a specific financial planning process How much do I need When can I retire These are questions that are answered through that planning process Peter Richon walks through the steps of this process to help you have more confidence when you choose to take this big step [... more]

Knowing when you are ready to retire is accomplished through a specific financial planning process How much do I need When can I retire These are questions that are answered through that planning process Peter Richon walks through the steps of this process to help you have more confidence when you choose to take this big step [... more]

Michele Schneider of Market Gauge joins Peter Richon to discuss what sectors of the market are looking like opportunities moving into the holiday season and into [... more]

Everyone is going to deal with risk regarding money but you need to make sure it is the appropriate risk for you Hans goes over the different types of risk what affects risk as well as realistic scenarios of gains and losses that might influence your risk 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 [... more]

The Economic Impact of the Pandemic We discuss this and more on today's show [... more]

A plan turns a hope into a goal We all need our money to provide us with certain things growth safety liquidity income protection tax-efficiency but money is a terrible multi-tasker In order to achieve these things we have to assign each dollar a specific task and make sure it is doing its job Peter and Amber Richon discuss your money goals and how to make sure that your dollars are working to help you accomplish your lifestyle goals [... more]

You might be in a different season of your life you are not completely financially supporting your children and family anymore but there is still an immediate need for money at your passing Hans explains why is the minimum amount he recommends to cover these immediate costs While you have a Will to dictate how your assets are going to be split the life insurance comes in to pay the bills while your family is working all of this out Hans even tells the story of his sister who passed years ago Even though her brother and father both sold [... more]