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Search Results : mutual funds

Podcasts

The following listen on-demand podcasts matched your search results for: mutual funds
MoneyWise
Rob West and Steve Moore
March 04, 2024
Corinthians says ldquo So whether you eat or drink or whatever you do do all to the glory of God rdquo And with that verse the apostle Paul sets the bar high calling on Christians to glorify God in every part of life mdash and that certainly includes how we manage money On today's Faith amp Finance Live host Rob West will welcome Chad Horning to talk about an important milestone in the type of investing that helps us honor the Lord Then Rob will answer your calls and various financial questions nbsp See omnystudio com listener for privacy information [... more]
MoneyWise
Rob West and Steve Moore
January 12, 2024
In Genesis God gave man dominion over the earth mdash and with that a responsibility to take care of it So how can we as believers best accomplish that today On today's Faith amp Finance Live Mark Regier joins host Rob West to talk about ldquo investing in the care of creation rdquo Then Rob will take your calls and various financial questions nbsp See omnystudio com listener for privacy information [... more]
Planning Matters Radio
Peter Richon
December 23, 2023
For the first time since investors are putting a lot of their money in S P index funds or in mutual funds that use the S P as a benchmark Most investors probably don't know that about of the gains we've seen this year are due to the performance of only companies In other words you may have a lot of money tied up in just a few stocks which could mean you're taking on more risk than you know In this video Peter with Richon Planning and Erin Kennedy talk through the reasons behind this new trend and how [... more]
MoneyWise
Rob West and Steve Moore
September 11, 2023
Do you sometimes feel you rsquo re spiritually at war with your own investments How do you take on corporations that engage in ungodly policies and practices On today's Faith amp Finance Live host Rob West will talk with Chris Meyer about one way to become involved in the companies in your portfolio through shareholder advocacy Then Rob will answer some questions on various financial topics nbsp See omnystudio com listener for privacy information [... more]
MoneyWise
Rob West and Steve Moore
June 22, 2023
Man's purpose is to glorify God and one of the ways we do that is by trying in all we do to make the world a better place including when we make our investments On today's Faith amp Finance Live host Rob West will talk with Stella Tai about investing that has a positive impact on the world Then Rob will answer your calls on various financial topics See omnystudio com listener for privacy information [... more]
MoneyWise
Rob West and Steve Moore
December 02, 2022
MWL record start record start record start record start record startSee omnystudio com listener for privacy information [... more]
Planning Matters Radio
Peter Richon
October 22, 2022
We are still firmly in Bear Market territory Stocks and bonds are sharply negative In fact the market recently lost nearly one quarter of its value since the beginning of the year But those negatives actually offer some unique opportunities according to Peter at RichonPlanning He breaks down several strategies with Erin Kennedy including Tax Loss Harvesting Rebalancing Avoiding Phantom Income Roth Conversions RMDs If you have any questions about how to employ some of these tax strategies please reach out to Peter for a complimentary consultation by calling - or by visiting www RichonPlanning com [... more]
MoneyWise
Rob West and Steve Moore
September 02, 2022
As the recent economic challenges continue the financial markets also continue to go up and down And that volatility has certainly caused investors to feel anxious about their portfolios On today's MoneyWise Live Rob West will talk with Chad Horning of Praxis Mutual Funds about dealing with investor anxiety Then Rob will answer your questions on various financial topics nbsp See omnystudio com listener for privacy information [... more]
Planning Matters Radio
Peter Richon
June 18, 2022
You should never invest in something you don't understand which is why Peter with richonplanning and erinkennedy are breaking down the similarities and differences between Exchange Traded Funds or ETFs and mutual funds ETFs have become very popular recently and experts predict global ETF assets will total more than trillion by the end of But before investing in this growing trend Peter recommends you weigh the pros and cons of each by walking through these questions -How are they managed -How are they traded -What are the costs -What about Tax Efficiency If you'd like Peter's help determining which investment [... more]
MoneyWise
Rob West and Steve Moore
December 16, 2021
As Christians we want to know that our portfolios do more than just generate a financial return We want them to make a real difference in the world On today's MoneyWise Live host Rob West will be joined by Mark Regier to help us find ways to understand the impact of our investments Then Rob will answer your calls and various financial questions from a biblical perspective See omnystudio com listener for privacy information [... more]
Planning Matters Radio
Peter Richon
December 05, 2021
END OF YEAR PLANNING RMDs are usually a big end of year to-do This year they are not required but perhaps a conversation about tax planning should be happening instead Listen as Peter Richon discusses this topic and more on this week's episode [... more]
MoneyWise
Rob West and Steve Moore
October 15, 2021
Today many investors want their assets to do more than provide for their financial futures they want them to reflect their faith values as well On today's MoneyWise Live host Rob West will talk with Stella Tai of Praxis Mutual Funds about looking beyond the bottom line to ways we can steward the non-financial impact of our investments Then Rob will answer your calls and questions on various financial topics See omnystudio com listener for privacy information [... more]
MoneyWise
Rob West and Steve Moore
July 16, 2021
Most investors know that bonds make up part of a well-diversified portfolio But far fewer truly understand the important role bonds play in their financial future and the way they can impact the world On the next MoneyWise Live host Rob West welcomes Benjamin Bailey of Praxis Mutual Funds to talk about bonds and having an intentional approach to our investments Then Rob will take your calls and questions on the financial topics you rsquo d like to discuss That rsquo s MoneyWise Live where biblical wisdom meets today rsquo s finances weekdays at pm Eastern pm Central on Moody [... more]
MoneyWise
Rob West and Steve Moore
May 07, 2021
Many investors think that finding the ldquo right rdquo companies for their portfolios is the only way to promote Kingdom values mdash but could we do more Are there other ways to help the world and its people feel God rsquo s love through our investments On the next MoneyWise Live host Rob West will talk with Chad Horning of Praxis Mutual Funds about investing for kingdom impact Then Rob will take your questions on the financial topics you rsquo d like to discuss That rsquo s MoneyWise Live where biblical wisdom meets today rsquo s finances weekdays at pm [... more]
Financial Symphony
John Stillman
October 09, 2018
On this edition of the podcast we'll share with you three tax tips Specifically we'll help you avoid making three crucial tax mistakes Click the link for more in-depth reading in a recent blog post https mrstillmansopus com retirement three-tax-tips [... more]
Financial Symphony
John Stillman
February 01, 2017
Jim Dischert founder of Financial Group in Chicago joins John to talk about the many different facets of retirement planning [... more]
Financial Symphony
John Stillman
August 16, 2016
John Stillman is joined by Mark Silverman who explains his disdain for mutual funds [... more]
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