Truth Network Podcasts : planner

Podcasts

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

Finishing Well

Hans Scheil

August 29, 2026

How Can You Reduce Lifetime Taxes for Your Family?

Most people focus on reducing this year's tax bill but what if you could create a strategy that reduces taxes over your entire lifetime while leaving more for the people you love In this episode of Finishing Well Certified Financial Planner Hans Scheil and host Robby Dilmore explore eight practical biblically-minded strategies designed to help you become a wiser steward of the resources God has entrusted to you From Roth conversions and Required Minimum Distributions RMDs to charitable giving Medicare IRMAA planning and preparing for the widow's penalty you'll discover why thoughtful planning today can make a lasting impact on [... more]

Finishing Well

Hans Scheil

August 22, 2026

What Should a Surviving Spouse Do About Estate Planning?

No one likes to think about losing a spouse but having a plan is one of the greatest acts of love you can leave behind In this episode of Finishing Well Certified Financial Planner Hans Scheil and co-host Robbie Dilmore explore the critical financial and estate planning decisions every married couple should make before it's too late Drawing inspiration from King David's careful preparation for Solomon they discuss how thoughtful planning can protect the surviving spouse while creating a lasting legacy for future generations You'll learn how the loss of a spouse impacts Social Security Medicare taxes IRAs long-term care [... more]

Finishing Well

Hans Scheil

August 15, 2026

How Can You Create Lifetime Income That Never Runs Out?

Creating a lifetime income that never runs out is a top concern for many retirees. Certified financial planner Hans Scheil discusses how annuities can provide a guaranteed income stream, even in uncertain market conditions. By using annuities as a tool in financial planning, individuals can ensure they have a steady income to cover expenses, regardless of market fluctuations or life expectancy. [... more]

Faith And Finance

Rob West

August 11, 2026

International Investing for Faith-Based Investors with Benjamin Bailey

Investors can pursue global diversification while staying aligned with their convictions through faith-based investing. A new international ETF, PRXI, offers a benchmark-like return while maintaining a faith-based approach. Certified Kingdom Advisors can help tailor portfolios to individual risk profiles and goals, and provide faith-aligned investment options. [... more]

Finishing Well

Hans Scheil

August 08, 2026

Inherited An IRA from a Relative? What's the Tax?

When inheriting an IRA, it's essential to understand the tax implications and rules surrounding beneficiaries. The Secure Act changed how quickly beneficiaries must take the money out of the IRA and pay taxes, with most people now having 10 years to do so. However, certain individuals, such as spouses, minor children, and those with disabilities, may be eligible to stretch the distributions over their lifetime. It's crucial to consult with a professional to ensure proper planning and distribution of inherited IRA assets. [... more]

Faith And Finance

Rob West

August 06, 2026

Life Planning with Ron Anderson

Life planning is about more than just setting financial goals, it's about understanding your purpose and contribution to God's kingdom. A financial planner can help you set a reasonable lifestyle, save for the future, and make room for generosity and giving. [... more]

Finishing Well

Hans Scheil

August 01, 2026

The Rising Tide of Boomer Care: Will You Carry the Load?

As the baby boomer generation reaches 80, many will need assistance with daily routines, and the demand for caregivers will increase, making it harder to find and afford them. Financial planning and insurance options can help prepare for long-term care, but it's essential to start planning early to avoid financial stress and ensure a smooth transition. [... more]

Faith And Finance

Rob West

July 30, 2026

Using Home Equity to Reduce Taxes in Retirement with Harlan Accola

Harlan Akola explains how a reverse mortgage can be a tax-efficient way to manage retirement income, while Rob West discusses strategies for building credit and managing debt, emphasizing the importance of God's wisdom in financial decisions. [... more]

Finishing Well

Hans Scheil

July 25, 2026

What They Don't Tell You About Social Security

The Social Security Trust Fund has a surplus of $2.5 trillion, but faces a shortfall of $160 billion in 2025 due to increased expenses and declining revenue. Experts suggest increasing the payroll tax, delaying full retirement age, and taxing income beyond the current cap to address the issue and ensure the long-term sustainability of the system. [... more]

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]