Truth Network Podcasts : management

Podcasts

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

Faith And Finance

Rob West

September 06, 2024

Preparing Kids for Financial Responsibility with Ron Blue

A recent survey shows that most parents think they should teach their kids financial literacy the good news is that many are actually doing it Still other parents may not know how to teach their kids financial responsibility Ron Blue joins us today to discuss how he and his wife Judy did it Ron Blue is the co-founder of Kingdom Advisors and the author of many books on biblical finance including Your Kids Can Master Their Money Fun Ways to Help Them Learn How The Importance of Financial Education at HomeA recent survey by the Bank of Oklahoma Financial reveals [... more]

Financial Symphony

John Stillman

September 05, 2024

Helping Your Children Develop Financial Literacy Skills

Instilling good financial habits in children starts at a young age but that doesn t mean that every lesson will stick in adulthood Once your kids start working and earning significant money for the first time it s pretty common to put spending ahead of saving As parents we want to help them establish good financial habits but what s the best approach to do that In this video John will address a question we received from a parent who wants to make sure their kid is doing more than just getting by financially Join us as we discuss strategies [... more]

Faith And Finance

Rob West

September 05, 2024

A Journey To Faithful Stewardship

We know that our old self was crucified with him in order that the body of sin might be brought to nothing so that we would no longer be enslaved to sin - Romans Being born again in Christ changes a person We re given a new nature that fights against our old corrupt nature Sometimes the evidence of this is in the area of finances Straight ahead a journey to faithful stewardship Bobby s TestimonyIt's always a great privilege to connect with people answer their financial questions and offer help whenever possible Recently we spoke with Bobby from Nebraska [... more]

Faith And Finance

Rob West

September 03, 2024

Should You Be A Landlord?

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]

Faith And Finance

Rob West

August 30, 2024

Insuring Your Deposits with Aaron Caid

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]

Financial Symphony

John Stillman

August 29, 2024

What Options Exist to Help Save For My Grandchildrenâ€™s College Education?

With college costs continuing to rise some grandparents wonder if there s anything they can do to help ease the burden of college expenses for their grandchildren Today we ll explore the best strategies for those who want to support their grandchildren s college education without compromising their own financial stability The plan gets most of the attention when it comes to college savings but we ll share a few more options that are worth considering All of these could work for you but the best approach depends on your family s unique situation and goals Whether you prioritize the [... more]

Faith And Finance

Rob West

August 26, 2024

Life Planning with Ron Anderson

Psychologist and educator Fitzhugh Dodson wrote Without goals and plans to reach them you are like a ship that has set sail with no destination Of course goals don t amount to much unless you have a plan to reach them That planning should involve more than building your net worth Ron Anderson joins us today to discuss life planning what is it how to do it and why you should Ron Anderson is the Founder President of Plan A Wealth Management in Lincoln Nebraska What Is Life Planning Life planning goes beyond setting financial goals it s about discovering [... more]

Planning Matters Radio

Peter Richon

August 24, 2024

Mastering Your Investment Strategy: Risk Tolerance and Return Expectations

The relationship between risk and return is fundamental when it comes to investing As Peter with Richon Planning explains to Erin Kennedy higher returns usually come with higher risk and lower risk typically means lower potential returns Understanding that relationship and having a clear set of expectations when it comes to market volatility specifically what can you tolerate when it comes to market losses will help you be a better investor When you have a plan that is in line with your risk tolerance you are more likely to stick to that plan instead of reacting to market ups and [... more]

Financial Symphony

John Stillman

August 22, 2024

When Is It Time to Take the Kids Off Your Payroll?

It s not uncommon for children to stay on their parent s payroll in some capacity when they re adults but that could end up impacting the parent s ability to retire At what point do you move your kids off of the payroll and what s the best way to handle that conversation In this episode we re going to address this situation and talk about how it ends up happening for parents John sheds light on this issue sharing his own experiences and those of his clients He also emphasizes the importance of setting boundaries and understanding the [... more]

Faith And Finance

Rob West

August 20, 2024

Investing To Change the World with Dr. Finny Kuruvilla

For we are his workmanship created in Christ Jesus for good works which God prepared beforehand that we should walk in them - Ephesians Our good works are not for our sake but for God s sake to give Him glory Investing gives us a powerful way to do that Today we ll talk with Dr Finny Kuruvilla about investing to change the world Dr Finny Kuruvilla is the Co-Chief Investment Officer and Founding Member of Eventide Asset Management an underwriter of Faith Finance He holds an MD from Harvard Medical School a PhD in Chemistry and Chemical Biology from [... more]

Faith And Finance

Rob West

August 16, 2024

What Are The Desires Of My Heart?

Delight yourself in the Lord and he will give you the desires of your heart That familiar verse from Psalm begs the question What are the desires of my heart We may be so interested in getting what we desire that we forget the other side of the equation delighting in the Lord Today we ll talk about desires and how they can either direct us or distract us The Nature of DesireThink about a time in your life when you didn t want anything You can t do it can you Desire is an inherent part of being human [... more]

Faith And Finance

Rob West

August 15, 2024

Integrity: Applying Honesty, Strength, and Dependability to Your Financial Life

The dictionary says integrity is being honest and having strong moral principles God s Word says Better is the poor who walks in his integrity Than one perverse in his ways though he be rich Are you living with integrity in your financial dealings Understanding IntegrityIntegrity isn't just about honesty it also means strength and dependability When we say a bridge has integrity we mean it s sturdy and consistently reliable able to withstand any amount of traffic without collapsing As Christians we are called to be like that bridge representing Jesus Christ to the world by being honest strong [... more]

The Charlie Kirk Show

Charlie Kirk

August 13, 2024

Joe Biden's Dirty Debt Time Bomb

Inflation has become the one word indelibly linked with the Biden Administration but Biden's disastrous management means it could all soon be much worse The Heritage Foundation's E J Antoni discusses America's trillion debt bomb and how that could soon bring the country to its knees Royce White discusses his Senate bid in Minnesota and former Elon Musk skeptic Alex Marlow reacts to the Muks Trump discussion on X Buy my new book at https www amazon com Right-Wing-Revolution-Beat-Woke dp Become a member at members charliekirk com Support the show http www charliekirk com supportSee omnystudio com listener for privacy [... more]

Faith And Finance

Rob West

August 13, 2024

Why Debt Management Is Better with Neile Simon

If you re drowning in debt and someone offers a lifeline make sure it s not really an anchor You have a few different options for paying off debt but they are definitely not all equal You have debt settlement debt consolidation and debt management Neile Simon joins us today to explain the difference Neile Simon is a Certified Credit Counselor with Christian Credit Counselors CCC an underwriter of Faith Finance Debt Consolidation A Quick Fix with Hidden DangersDebt consolidation is often seen as an attractive option because it combines multiple debts into one loan with an interest rate between [... more]

Faith And Finance

Rob West

August 12, 2024

Misconceptions About Debt and Credit with Dr. Shane Enete

The poet Ogden Nash once wrote Some debts are fun when you are acquiring them but none are fun when you set about retiring them One thing s for sure getting into debt is much easier than getting out of debt so the more you know about debt and credit the better off you ll be Author Dr Shane Enete joins us again today to discuss his take on that double-edged sword Dr Shane Enete is an Associate Professor of Finance at Biola University and the author of the brand new book Whole Heart Finances A Jesus-Centered Guide to Managing [... more]

Faith And Finance

Rob West

August 09, 2024

What To Do With a Boomerang Kid

A boomerang is supposed to return when it leaves your hand But a boomerang kid well that s something else entirely Do you have a boomerang kid That s a term for an adult child that s returned home like a boomerang and now lives with you again If so you re not alone We ll talk about what you can do about it You're not alone if you have a boomerang kid living in your basement The latest Boomerang Kids Survey by Thrivent conducted in April found that of parents have had an adult child move back in with [... more]

Faith And Finance

Rob West

August 07, 2024

Unequally Yoked in Business with Ron Blue

Do not be unequally yoked with unbelievers For what partnership has righteousness with lawlessness Or what fellowship has light with darkness - Corinthians That warning from the Apostle Paul is usually interpreted to mean that you shouldn t marry outside the faith But does it apply to other relationships just as much Ron Blue joins us today with his practical and spiritual insights about partnerships Ron Blue is the co-founder of Kingdom Advisors and the author of many books on biblical finance most notably Master Your Money A Step-by-Step Plan for Experiencing Financial Contentment Understanding Partnerships Beyond MarriageIn Corinthians the [... more]

JR Sports Brief

August 01, 2024

8.1.24 - JR SportBrief Hour 4

Prominent names in sports are getting injured I Greg McGauley Head of Merrill Private Wealth Management joins the show I This Day in Sports History [... more]

JR Sports Brief

August 01, 2024

Greg McGauley, Head of Merrill Private Wealth Management

Greg McGauley Head of Merrill Private Wealth Management joins JR to discuss Merrill's new partnership with IMG Academy to educate young athletes about personal finance and financial literacy [... more]

Faith And Finance

Rob West

July 31, 2024

Host a Shoe Drive with Shawn Spurrier

We are so materially blessed that we take many things for granted Can you imagine not having a simple pair of shoes to go about your day It s tragic Millions of children around the world many of them orphans suffer the huge disadvantage of not having shoes Shawn Spurrier joins us today to talk about a way you can help Shawn Spurrier is the Director of Buckner Shoes for Orphan Souls at Buckner International an underwriter of Faith Finance The Importance of New ShoesProviding new shoes and socks is fundamentally important for these children New shoes mean Health Protecting [... more]

Faith And Finance

Rob West

July 30, 2024

Helping Parents and Grandparents with Harlan Accola

A good man leaves an inheritance to his children's children but the sinner's wealth is laid up for the righteous - Proverbs We re all familiar with that verse but do we fully understand its meaning Is it only about money I ll talk about that with Harlan Accola today Harlan Accola is the National Reverse Mortgage Director at Movement Mortgage an underwriter of Faith and Finance He is also the author of Home Equity and Reverse Mortgages The Cinderella of the Baby Boomer Retirement The Misconception of Leaving a Financial InheritanceAs Christians we often forget that the most important [... more]

Financial Symphony

John Stillman

July 25, 2024

Should I Consolidate My IRAs?

When you have multiple IRAs managing them across different platforms and figuring out your RMDs for each account can be a little bit tricky So what s the best way to manage these accounts Should you consider consolidating your IRAs Today s featured question comes from a comment left on one of our previous videos so thank you for the contribution Here is the question John will answer We have multiple IRAs set up over the years as different approaches appealed each year Would you recommend consolidating all those IRAs to one account Would it matter if we were taking [... more]

Faith And Finance

Rob West

July 22, 2024

Giving Appreciated Stocks

Stock markets have seen record highs in the past couple of months Is it a good time to take profits Well it certainly can be a good time to take profits if you ve seen your investments go through the roof recently And today I want to tell you about a way to realize those gains for God s Kingdom Why Donate Appreciated Stocks With recent historic highs in the markets now is an excellent time to consider donating appreciated stocks to your church or other ministries Donating stock instead of cash can significantly benefit both the donor and recipient [... more]

Planning Matters Radio

Peter Richon

July 20, 2024

Navigating the Financial Talk with Aging Parents

Navigating the financial talk with aging parents can be a sensitive yet crucial conversation In this video Peter Richon with Richon Planning and Erin Kennedy talk through when you need to have this talk with your parents and what topics you need to discuss including your parents' -Current Financial Status and Income -Long-Term Care -Estate Planning Knowing that your parents have a plan for the unexpected will bring peace of mind for both generations Keep in mind this conversation is an opportunity to ensure their well-being and financial security in later years If you'd like help getting the ball rolling [... more]

Financial Symphony

John Stillman

July 18, 2024

What Taxes are Owed on Inherited Assets?

Inheriting assets can be a life-changing financial boost but it often comes with a maze of tax implications and decisions In this episode we will answer a question about an inheritance and lay out the tax considerations for a variety of assets to help you better understand what you might owe Discover how to navigate the tax implications of IRAs annuities bank accounts real estate and stocks to make the most of your inheritance Even with this information you still want to plan ahead as much as possible If you know an inheritance is coming or if you've just received [... more]

Faith And Finance

Rob West

July 17, 2024

Does Your Budget Reflect Your Priorities? with Brian Holtz

Therefore do not be foolish but understand what the Lord s will is - Ephesians That verse is a good reminder that to follow God's will we must first know it for all areas of our lives including finances Brian Holtz joins us today with a question Does your budget reflect God s priorities or yours Brian Holtz is the Chief Operating Officer at Compass Financial Ministry and the author of Financial Discipleship for Families Intentionally Raising Faithful Children Ownership vs Stewardship One of the fundamental concepts of Christian finances is the distinction between ownership and stewardship Psalm reminds us [... more]

Faith And Finance

Rob West

July 16, 2024

What People Think About Inflation with Mark Biller

Everyone knows what inflation means right You d be surprised by how fuzzy some people think about inflation Is inflation a rise in prices or simply high prices Or does it mean something else entirely The results of a recent poll may surprise you but we ve got Mark Biller with us today to explain it Mark Biller is Executive Editor and Senior Portfolio Manager at Sound Mind Investing an underwriter of Faith Finance What is Inflation A Common MisunderstandingA recent survey revealed a significant misunderstanding among the general public about what inflation actually means While of respondents expressed concern [... more]

Planning Matters Radio

Peter Richon

July 13, 2024

Top Financial Planning Misses for People in Their 30s and 40s

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]

Faith And Finance

Rob West

July 12, 2024

Donâ€™t Carry Debt Into Retirement

Paying off debt is always a good thing but paying it off before retirement is one of the best financial moves you ll ever make It s a disturbing trend more people than ever are retiring with debt That reduces their lifestyle choices and increases the likelihood they ll have to return to work at some point Today we ll talk about carrying debt into retirement and how you can avoid it Preparing for a Debt-Free Retirement A Practical GuideAccording to the Federal Reserve's Survey of Consumer Finances of people aged to are in debt up from years ago This [... more]

Faith And Finance

Rob West

July 08, 2024

Put Your Principles Where Your Money Is

If you re tired of living paycheck-to-paycheck you can make a decision today that will change your life All you have to do is practice God s financial principles and then wait to see what happens You ll be amazed at the results Admitting the ProblemLike most things the first step in making financial changes is admitting that you have a problem and then identifying what you re doing wrong So what s not right with the way you re handling money Maybe you worry about bouncing a check or you fear the phone ringing because it might be a [... more]

Planning Matters Radio

Peter Richon

July 06, 2024

3 Ways to Inflation Proof Your Retirement

Inflation is the natural enemy of retirement savings but there are strategies you can put in place to guard your nest egg from spiking consumer prices and they may even allow you to use those higher costs to your advantage According to Peter with Richon Planning and Erin Kennedy you should Keep Investing time in the market is often your best inflation hedge Maximize Your Social Security and keep in mind you don't miss out on the COLA if you delay claiming Rethink Your Expenses put simply save more money Working with a financial advisor can help implement these strategies [... more]

Faith And Finance

Rob West

July 05, 2024

Invest in Beautiful with Jason Myhre

Beauty matters to painters musicians and photographers but what does it have to do with investing The creation account suggests that beauty is also at the core of faithful stewardship and investing Today we ll discuss Investing in Beautiful with Jason Myhre of the Eventide Center for Faith Investing Jason Myhre is the Executive Director of the Eventide Center for Faith Investing an educational initiative of Eventide Asset Management and an underwriter of Faith Finance The Experience of BeautyWe all encounter beauty in various forms an orchestral performance a mountain hike a beach stroll or even a bouquet of flowers [... more]

Faith And Finance

Rob West

July 04, 2024

The Road To Financial Freedom

It s the th of July the day we celebrate our nation s independence It s also a great day to take stock of your financial independence Are you on the road to financial freedom Or are you falling under the bondage of money It s one or the other Either you control your money or your money controls you The Gift of Financial FreedomIndependence gave our nation freedom and financial independence provides us with the freedom to make choices When we control our money we can decide where and how we live where we work and how much we [... more]

Planning Matters Radio

Peter Richon

June 29, 2024

How to Optimize your RMDs in Retirement

Required Minimum Distributions whether you need the income or not the government will force you to take those distributions so they can collect the taxes but as Peter with Richon Planning explains to Erin Kennedy proactive planning means you control your tax liability Here are Peter's quick tips to optimize your RMDs Roth Conversions Plan for Strategic Withdrawals Delay Taking Social Security If you'd like to speak with Peter about how you can better control your tax liability please give him a call at - or visit www RichonPlanning com WealthManagement Taxes SocialSecurity RothConversions FinancialAdvisor [... more]

Financial Symphony

John Stillman

June 27, 2024

The Beauty of Simplicity When Planning For Retirement

Retirement planning doesn t have to be overwhelmingly complicated It certainly doesn t have to be as complicated as some people make it In this episode we unravel the unnecessary complexities often woven into the fabric of retirement advice We ll debunk some myths simplify strategies and uncover the beauty of simplicity and straightforward retirement planning If you re looking for more simplicity within your financial plan we ll even provide a few steps you can take today to move in that direction Here s what we discuss in this episode Intro The cause for complexity Steps to simplify things [... more]

Planning Matters Radio

Peter Richon

June 22, 2024

Interest Rates are Staying High: How to Make them Work in Your Favor

For several months now The Fed has decided to leave interest rates unchanged For the most part this isn't great news for borrowers but as Peter Richon with Richon Planning explains to Erin Kennedy it may offer some unique opportunities for savers High interest rates offer unique opportunities when investing in high-yield bonds or money market accounts You may also want to consider an annuity which can provide a stable stream of income especially during periods of high-interest rates If you'd like to talk to Peter about turning these high interest rates into opportunities please feel free to give him [... more]

Financial Symphony

John Stillman

June 20, 2024

Rollover IRA: Should you do it if your old account is performing well?

What should you do with an old k that you re still holding onto from an previous employer Does that answer change when the market is performing well and your account is generating strong returns Let s take a closer look at the rollover IRA and whether it s something that you should be doing with your old k accounts The primary reason someone uses a rollover is to gain more flexibility and control over that money so let s talk about how the current investing environment impacts that decision We ll share our approach with clients when we re [... more]

Planning Matters Radio

Peter Richon

June 15, 2024

5 Questions You Need to Answer before You Retire

To design your ideal retirement you need to start with a few specific questions and if you're married make sure you do this exercise together In this video Peter Richon with Richon Planning and Erin Kennedy walk through what you should consider when answering these vital questions When do you want to retire Where do you want to live when you're retired How is your health How much could your Social Security benefits be Do you have a financial plan Because retirement is so much more than just a number in your bank account working with a financial professional can [... more]

The Rich Eisen Show

Rich Eisen

June 14, 2024

Grant Hill: You Have To Pick And Choose Your Spots

- Hour Basketball Hall of Famer Grant Hill tells guest host Jim Jackson what Luka Doncic must do physically and mentally to become an NBA champion why this year's Boston Celtics are underrated in some ways if he was surprised UConn's Dan Hurley turned down the Los Angeles Lakers head coaching job and reveals why he wishes there was load management during his playing days Jim and the guy's debate of Trevor Lawrence was worthy of the huge M contract he got from the Jacksonville Jaguars and react to the Kansas City Chiefs' latest Super Bowl rings Please check out [... more]

Faith And Finance

Rob West

June 11, 2024

Biggest Financial Mistakes With Ron Blue

Some people learn from the mistakes of others Unfortunately some people have to be the others You certainly don t want to be one of the others who must learn things the hard way by making mistakes Today we'll talk to Ron Blue about some of the biggest financial mistakes you want to avoid Ron Blue is the Co-Founder of Kingdom Advisors and the author of many books on biblical finance most notably Master Your Money A Step-by-Step Plan for Experiencing Financial Contentment Setting Financial GoalsRon emphasized the importance of establishing clear financial goals Without clear financial goals you're essentially [... more]

Planning Matters Radio

Peter Richon

June 08, 2024

On a Fixed Income? Smart Strategies to Save Money

If you're on a fixed income it's vitally important to stretch every dollar But that's becoming increasingly difficult considering huge increases in necessary expenses In this video Peter Richon with Richon Planning and Erin Kennedy break down a few savvy strategies to save money on these expenses -Property Taxes -Home and Car Insurance -Groceries In retirement it's crucial to strike a balance between preserving capital and generating sufficient returns to combat inflation This is where working with a financial advisor can really help If you'd like to speak with Peter please call - or visit www RichonPlanning com WealthManagement Retirement [... more]

Faith And Finance

Rob West

June 05, 2024

Whole Heart Finances With Dr. Shane Enete

Are you tired of feeling overwhelmed and anxious about your finances You're not alone For many money is the number one source of stress But what if you could transform your relationship with money from one of fear and dread to one of trust and joy Dr Shane Enete joins us today to discuss how we can do that Dr Shane Enete is an Associate Professor of Finance at Biola University and the author of the brand new book Whole Heart Finances A Jesus-Centered Guide to Managing Your Money with Joy Addressing the Fear of Financial CommitmentOne of the most [... more]

Planning Matters Radio

Peter Richon

June 01, 2024

Should Retirees Include Bitcoin in Their Retirement Portfolio?

Fidelity recently published a white paper titled The Case for Bitcoin Fidelity researchers state that a allocation to Bitcoin could allow for an increase in annual spending ranging from - and a Bitcoin allocation could allow for an increase in annual spending by as much as Considering those findings Peter with Richon Planning discusses the findings with Erin Kennedy and weighs in on whether retirees or pre retirees should incorporate Bitcoin into their retirement portfolio If you have any questions about whether your portfolio is properly diversified or if you'd like to learn more about investing in Bitcoin please reach [... more]

Faith And Finance

Rob West

May 31, 2024

Buckner International, Doing Good With Scott Collins

And let us not grow weary of doing good for in due season we will reap if we do not give up - Galatians One Christian ministry has been doing good for nearly years and shows zero signs of growing weary Scott Collins joins us today to discuss Buckner International and its ongoing efforts to support foster care adoption and family outreach Scott Collins is the Senior Vice President of Communications at Buckner International an underwriter of Faith Finance A Legacy of Service Since Buckner International founded by R C Buckner years ago with just for its first orphanage has [... more]

Faith And Finance

Rob West

May 28, 2024

Real Christian Love In Investing With Jason Myhre

Romans says Let love be without hypocrisy Abhor what is evil Cling to what is good It may not be intuitive but this verse is a compelling guide for applying our faith to our investment decisions We ll talk with Jason Myhre today about how we can love without hypocrisy as we invest our money Jason Myhre is the Executive Director of the Eventide Center for Faith Investing an educational initiative of Eventide Asset Management and an underwriter of Faith Finance Bringing Faith into Investing A Deeper LookThe phrase Let love be without hypocrisy challenges us to ensure our love [... 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 23, 2024

Speaking Up for Shareholders with Chris Meyer

From Jeremiah we know God's people should seek the welfare of the places and people around them But is seeking the welfare of our community something Christians can pursue by means of investing choices Today we speak with an investment manager who has been seeking the welfare of cities all over America and the world through his advocacy work with corporations As we will hear today investors can influence decisions made behind closed doors by corporations Chris Meyer joins us today to examine how this advocacy works Chris Meyer is the Manager of Stewardship Investing Research and Advocacy for Praxis [... more]

Planning Matters Radio

Peter Richon

May 18, 2024

3 Financial Phases of Life

Understanding the three main financial phases in your life is key to maximizing your finances As peter with richonplanning explains to erinkennedy each stage has different goals risks and opportunities The three phases are Accumulation Phase Preservation Phase Distribution Phase If you'd like to learn more about these phases and how to maximize your wealth and minimize risk at each stage please give Peter a call at - or make an appointment at www RichonPlanning com WealthManagement CompoundInterest Taxes Retirement [... more]

Finishing Well

Hans Scheil

May 18, 2024

Financial Planning and Investment Management

Hans and Robby are back again this week with a brand new episode This week's discussion is about financial planning and investment management 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]

Planning Matters Radio

Peter Richon

May 11, 2024

Biggest Retirement Regrets (and how to avoid them!)

According to a recent report from Consumer Affairs of seniors have regrets about how they prepared or didn't for retirement In this video Peter with Richon Planning and Erin Kennedy break down those top regrets including wished they had planned their investments to provide automatic income wished they had built their portfolios to deal with the unexpected including inflation and market volatility Another regret not considering tax implications It's not too late to prepare for a happy retirement If you'd like to talk with Peter about how to avoid these mistakes and how to create sustainable income in retirement reach [... more]

Planning Matters Radio

Peter Richon

May 04, 2024

What is the Retirement Bucket Strategy?

It's possible to achieve sustainable income in retirement by utilizing the Retirement Bucket Strategy This strategy involves dividing your retirement savings into different buckets based on your time horizon and risk tolerance In this video Peter with Richon Planning and Erin Kennedy explain each bucket -Short term Bucket -Intermediate Bucket -Long-term Bucket These buckets represent different asset classes or investment strategies tailored to meet your income needs at various stages of retirement The strategy aims to provide a reliable income stream while managing investment risk and ensuring your financial security throughout your retirement years If you'd like to find out [... more]

Faith And Finance

Rob West

April 30, 2024

Advantages of Online Banking

The Difference Between Online Banking and Online BanksThese days you can do online banking with almost any brick-and-mortar bank or credit union although features and services will undoubtedly vary from one financial institution to another Of course online banks have no brick-and-mortar branches They're online-only except for the ATM networks they use all transactions with them are online Okay that's the difference between online banks and online banking but the reality is that difference is getting smaller and smaller The online features of brick-and-mortar banks do rival anything that online-only banks have Still some folks are wondering if we will [... 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 [... more]

Faith And Finance

Rob West

April 18, 2024

Must-Have Financial Skills for Young Adults

Statistics show that young adults in the U S are sadly lacking in basic money skills So what rsquo s going to happen when their turn comes to run things On today's Faith amp Finance Live host Rob West will address this sobering question and remind us about some essential money management skills Then Rob will answer your calls on various financial topics 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]

Planning Matters Radio

Peter Richon

April 13, 2024

Steps to Protecting a Child with Disabilities

The cost of raising a child to the age of now costs about and that doesn't even include college For a child with special needs that cost can more than triple Without proper preparation your child s lifetime needs can quickly outstrip your funds Peter Richon with Richon Planning recommends to Erin Kennedy that you -Prepare Your Estate -Coordinate with Government Benefits -Identify a Caregiver -Involve the Family Seek Professional Guidance You may also consider a special needs trust Proactive planning means you your child and your family will be okay in case the worst happens And keep in mind [... more]

Faith And Finance

Rob West

April 10, 2024

Lending to Family and Friends

Relational Effects Of Lending MoneyProverbs reads The borrower becomes slave to the lender Lending money can hurt a relationship And that can happen whether you lend the money or not You're between a rock and a hard place and it seems like either way someone may end up resentful There are really only three things that can happen and only one of them is good If you decide not to lend the money the other person could be upset If you do lend the money and the other person doesn't repay it you'll probably be upset It's only the third [... more]

Planning Matters Radio

Peter Richon

April 06, 2024

Palm Trees or pickleball courts? What You Need to Know before Relocating in Retirement

Dreaming of a retirement escape but worried about hidden costs or missing your favorite activities As Peter Richon with Richon Planning and Erin Kennedy discuss retirement offers an opportunity for new beginnings and adventures but before you move Peter recommends you first consider Cost of Living essential when trying to figure out if your retirement savings and income will be sufficient to maintain your desired lifestyle Healthcare Access and Quality which becomes increasingly important and often expensive as we age Social Support Network Moving often means leaving behind friends and support networks that can be a tough transition Tax Implications [... more]

Planning Matters Radio

Peter Richon

March 30, 2024

The 4 Expenses Retirees (Almost Always) Underestimate

Discover the hidden financial traps most retirees don't see coming In retirement it's incredibly important to nail down known expenses so you can build an income plan around them In this video Peter with Richon Planning and Erin Kennedy break down the four expenses that retirees consistently overlook including Healthcare Medicare doesn't cover everything And LTC can wipe out your savings if you don't have insurance Housing Even if you own your home outright you'll still have expenses Taxes A lot of retirees underestimate what they'll pay in taxes in retirement We'll still be paying income taxes in most cases [... more]

Planning Matters Radio

Peter Richon

March 23, 2024

5 Signs Your Advisor is Doing Real Financial Planning

Is your financial advisor truly planning for your future or just coasting In this video Peter with Richon Planning and Erin Kennedy lay out the five signs that your advisor is delivering genuine financial planning not just quick fixes A truly committed advisor will Help you define your goals and objectives Gather details on ALIE Assets Liabilities Income and Expenses Confirm your Social Security Benefits Request last year s tax return Ask for copies of Estate Planning Documents If this doesn't sound like your advisor reach out to Peter for a second opinion Just call - or visit www RichonPlanning [... more]