Truth Network Podcasts : planner

Podcasts

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

Finishing Well

Hans Scheil

July 18, 2026

Can You Navigate the Medicare Maze at 65 and Beyond?

Navigating the Medicare maze at 65 and beyond requires careful consideration of various options, including Medicare Advantage, original Medicare, and supplemental insurance. Certified financial planner Hans Scheil provides guidance on making informed decisions to ensure the best fit for individual needs and circumstances. [... more]

Faith And Finance

Rob West

July 17, 2026

Faithfully Stewarding a Surplus with Rachel McDonough

Stewarding a surplus isn't primarily a technical problem, it's a relational and spiritual one. A new novel, The River and the Garden, explores the journey of a family as they navigate the challenges of managing a surplus, discovering that wealth needs to be assigned a purpose according to God's vision and calling for their lives and families. [... more]

Finishing Well

Hans Scheil

July 11, 2026

Income Tax Planning: Financial Plan Series (Part 8 of 8)

Certified Financial Planner Hans Scheil discusses the importance of integrating financial planning elements, including tax planning, to preserve families in retirement. He explains how taxes fit into the overall financial plan and how to manage taxes on Social Security, Medicare, and long-term care. Hans also touches on the importance of estate planning and how to avoid the widow tax. [... more]

Finishing Well

Hans Scheil

July 04, 2026

Estate Planning: Financial Plan Series (Part 7 of 8)

When planning for retirement, it's essential to consider the needs of the surviving spouse, especially in blended families where there may be disproportionate wealth. Estate planning involves making difficult conversations about priorities, such as leaving money to children or enjoying it during one's lifetime. Life insurance can be a solution to provide for children in the event of the surviving spouse's death, and beneficiaries must be updated to reflect the current wishes of the individual. [... more]

Finishing Well

Hans Scheil

June 27, 2026

Reliable Retirement Income Plan: Financial Plan Series (Part 6 of 8)

Building a reliable retirement income plan involves creating a comprehensive financial plan that considers income, investments, estate, and tax planning. A certified financial planner can help individuals and couples create a plan that ensures they have a steady income stream, protects their assets, and minimizes taxes. This plan can also include strategies for managing long-term care costs and ensuring that their loved ones are taken care of. [... more]

Faith And Finance

Rob West

June 26, 2026

Are You Ready for Retirement?

Rob West and his team offer guidance on retirement planning, financial stewardship, and biblical finance, discussing topics such as investment strategies, debt management, banking options, charitable giving, and fixed indexed annuities, helping listeners make informed decisions about their finances and live out their faith. [... more]

Faith And Finance

Rob West

June 25, 2026

Giving Now, Not Later with Cody Hobelmann

Cody Hobelman discusses the importance of giving now, not later, and how it can shape one's heart, deepen faith, and multiply kingdom impact. He explores three types of givers: heart givers, soul givers, and head givers, and how they approach generosity differently. Cody also shares about the Finish Line Pledge and how setting a financial finish line can help individuals accelerate their giving and live a life of deeper joy, freedom, and adventure. [... more]

If Not For God

Mike Zwick

June 24, 2026

How Much Money Is Enough?

David Belk, a financial advisor, discusses the importance of understanding what is enough and being content in one's life. He shares biblical principles on stewardship, generosity, and obedience, emphasizing the need to prioritize God's plan and build His kingdom. The conversation highlights the dangers of self-sufficiency and the importance of giving to others, illustrating how this mindset can lead to a deeper connection with God and a more fulfilling life. [... more]

Finishing Well

Hans Scheil

June 20, 2026

IRA's & 401K's: Financial Plan Series (Part 5 of 8)

Certified Financial Planner Hans Scheil helps families plan for retirement, discussing IRAs, 401ks, Roth conversions, and charitable donations to minimize taxes and maximize wealth transfer. [... more]

Faith And Finance

Rob West

June 18, 2026

What Does Tithing Look Like in Retirement? with Anthony Saffer

Retirees often face uncertainty about how to approach tithing in retirement, as income sources can be irregular and come from multiple sources. Certified Kingdom Advisors offer guidance on two practical frameworks for tithing in retirement, one focusing on tithing on the portion that represents increase or growth, and the other on tithing on income as it's received. The goal is faithful and joyful giving, not a math equation, and Scripture emphasizes the importance of giving out of the heart, not just following a formula. [... more]

Finishing Well

Hans Scheil

June 13, 2026

Long-Term Care Insurance: Financial Plan Series (Part 4 of 8)

Certified financial planner Hans Scheil discusses the importance of long-term care insurance in financial planning, particularly for retirees with significant assets. He shares a case study of Tom and Susan, a couple in their 60s with a large IRA, who purchased a long-term care insurance policy to protect their assets and provide tax-free benefits for long-term care. The policy also includes a death benefit and home health care benefit, and Hans explains how it can be used to minimize taxes and ensure a smooth transition of wealth to their heirs. [... more]

Finishing Well

Hans Scheil

June 06, 2026

Medicare & IRMA: Financial Plan Series (3 of 8)

Deciding on Medicare options, including original Medicare and Medicare Advantage, is a crucial decision for retirees. Understanding the differences between these options, as well as the impact of income-related monthly adjustment amounts (IRMA), can help individuals make informed decisions about their healthcare coverage and financial planning. [... more]

Faith And Finance

Rob West

May 27, 2026

From Accumulation to Impact with Cody Hobelmann

Cody Hobelman shares his personal journey of moving from accumulation to impact, setting a financial finish line, and experiencing transformation in his life and finances. He discusses how this shift in perspective has allowed him to live with greater purpose, clarity, and generosity, and how others can start their own journey by defining what is enough and taking the first step towards setting a financial finish line. [... 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 04, 2026

Spending Reflects Our Values

Financial decisions are not just about money, but about what we value and trust. Scripture invites us to slow down and look deeper at our spending, revealing what we truly value. A fiduciary duty is essential when choosing a financial advisor, ensuring they act in our best interest. Trusts can simplify financial planning, but require careful management. A certified kingdom advisor can help navigate complex financial situations, aligning our values with our financial decisions. [... more]

Faith And Finance

Rob West

May 01, 2026

Should You Change Your Financial Finish Line? with Cody Hobelmann

Setting a financial finish line is a biblical principle that helps individuals prioritize generosity and manage resources effectively. It involves determining how much is enough for one's lifestyle, wealth transfer, and conservative margin. By setting a finish line, individuals can gain freedom, contentment, and peace in their financial decisions, and ultimately, live a life of worship and service to God. [... more]

Faith And Finance

Rob West

April 24, 2026

Setting Your First Finish Line with Cody Hobelmann

Defining a financial finish line is a powerful tool for establishing a solid plan for your finances and recognizing that all of God's provision belongs to Him. By setting a maximum for your spending, you can protect yourself against lifestyle creep and keep yourself aligned with God's purposes for your finances. This concept is not just for high net worth individuals, but can be applied by anyone, regardless of their financial situation. [... more]

Faith And Finance

Rob West

April 23, 2026

Responding to Lebanon’s Humanitarian Emergency with May-Lee Melki

A devastating conflict is unfolding in Lebanon, leaving families in fear and uncertainty. Heart for Lebanon is responding with emergency aid and the hope of the gospel, providing food, shelter, and hygiene supplies to newly displaced families. The organization is committed to walking with these families for as long as they need, introducing them to the hope of Christ and the possibility of a lasting eternal peace. [... more]

Faith And Finance

Rob West

April 21, 2026

Revisiting the “4% Rule” with Mark Biller

Retirees face a crucial question: how much can they safely withdraw from their savings without depleting their retirement funds too soon. Mark Biller joins the discussion to revisit the widely used 4% rule and explore a more flexible, thoughtful approach to retirement withdrawals. [... more]

Finishing Well

Hans Scheil

March 07, 2026

Long-Term Care Benefit - Relaxed Health Qualification

Long-term care insurance with relaxed health qualifications offers a solution for individuals with certain diseases, allowing them to access benefits without extensive screening. An annuity policy with a long-term care benefit provides tax-free payments for long-term care, and the benefit grows as the annuity grows. This solution helps individuals and couples plan for their final lap, ensuring they can leave a legacy for their loved ones. [... more]