Truth Network Podcasts : retirement

Podcasts

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

Faith And Finance

Rob West

January 24, 2025

Proverbs tells us A good man leaves an inheritance to his children's children But while the Bible emphasizes the importance of leaving an inheritance it doesn t provide a step-by-step guide That s where careful planning and biblical wisdom come into play Here are some principles to help you make wise decisions about your estate particularly when it comes to real estate and avoid unintended conflicts among your heirs The Common Approach Equal DivisionOne of the most common phrases in wills is My estate will be divided equally among my children This approach seems fair and straightforward especially when the [... more]

Planning Matters Radio

Peter Richon

January 23, 2025

4 Paths to a Roth IRA for High Income Earners

Roth IRAs are a great way to create wealth Roths offer tax-free withdrawals of contributions and earnings in retirement Plus that money can grow tax-free indefinitely because Roths are not subject to required minimum distributions However as Peter with Richon planning explains to Erin Kennedy there is a catch you can only contribute to a Roth IRA if your income is below for single filers and under if you filed married If you're over that limit there are still ways to contribute to your Roth account including Roth k Roth conversion Backdoor Roth Mega-backdoor Roth IRA Some of these strategies [... more]

Faith And Finance

Rob West

January 23, 2025

7 Marks Of A Good Steward

Larry Burkett once said The one principle that surrounds everything else is that of stewardship that we are the managers of everything that God has given us These words remind us that stewardship is not just about money or tithing it s about faithfully managing everything God has entrusted to us As believers we re called to be stewards because God created and owns everything Our role is to manage His resources wisely for His purposes But how can we know if we re fulfilling this calling To guide our journey of faithfulness let s explore the seven marks of [... more]

Faith And Finance

Rob West

January 22, 2025

5 Financial Lessons Learned From A Tram Ride with Sharon Epps

Sometimes you have to travel far to learn about things close to home like your finances They say that travel is broadening that it expands your horizons and increases your understanding of how things really work Sharon Epps experienced that recently on the tram in the Netherlands and today she ll share some financial lessons she learned along the way Sharon Epps is the President of Kingdom Advisors FaithFi s parent organization Kingdom Advisors serves the broad Christian financial industry by educating and equipping professionals to integrate biblical wisdom and financial expertise Faith Finance and the TramDuring a recent Christmas [... more]

Faith And Finance

Rob West

January 21, 2025

Guidance For Economic Disruption with Mark Biller

Major changes are likely coming for the U S economy Will you be ready for them We have a new president who s pledged to overhaul the economy How will that affect investors and the markets Mark Biller joins us today with a plan for managing anticipated disruption Mark Biller is Executive Editor and Senior Portfolio Manager at Sound Mind Investing an underwriter of Faith Finance Learning from the Past Market Trends in ReviewBefore diving into predictions it s essential to recognize the value of reviewing recent market trends Forecasting is often unreliable so Sound Mind Investing focuses on building [... more]

Faith And Finance

Rob West

January 20, 2025

Budgeting As Worship with Dr. Shane Enete

The plans of the diligent lead surely to abundance but everyone who is hasty comes only to poverty - Proverbs That verse is often used to encourage people to avoid get rich quick schemes and other risky investments However it also conveys a message about budgeting Dr Shane Enete joins us today to discuss why budgeting is a form of worship 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 Why Do People Dislike Budgeting Many people [... more]

Planning Matters Radio

Peter Richon

January 18, 2025

What is a Good Monthly Retirement Income?

According to the Bureau of Labor Statistics the average annual expenses for people plus in was about which works out to about a month But as Peter with Richon Planning explains to Erin Kennedy no two people are alike so figuring out how much money YOU will need depends on your lifestyle and your unique retirement goals To determine what you'll need for a comfortable monthly retirement income first walk through these prompts Picture your ideal retirement Create a spending plan Consider common risk factors Build a robust nest egg Create a legacy plan nb If you'd like to speak [... more]

Finishing Well

Hans Scheil

January 18, 2025

Inherited IRA? Beneficiary Decisions - Planning

Hans and Robby are back again this week with a brand new episode This week they discuss beneficiary decisions for those that inherit IRAs 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]

Faith And Finance

Rob West

January 17, 2025

How Much Will You Need To Retire?

One of the most common questions people ask is How much will I need to retire The answer is It depends It depends on your lifestyle needs and one key factor how much you re willing and able to cut from your budget Let s explore how thoughtful adjustments can help you bridge the retirement income gap and make this season of life meaningful and fulfilling Understanding Retirement IncomeMost retirees experience a drop in income While many work-related expenses disappear like commuting clothing and dining out studies show the average retirement budget is about of pre-retirement income Experts generally recommend [... more]

Faith And Finance

Rob West

January 16, 2025

2025 Predictions with Bob Doll

If you re wondering what the economy will do in you don t want to miss this program Few major league hitters can bat in a given season Imagine hitting That s what Bob Doll does every year forecasting economic trends He joins us today with his ten predictions for Bob Doll is the CEO and CIO of Crossmark Global Investments He regularly contributes to Faith and Finance and other media outlets like Bloomberg TV Fox Business and CNBC Key Economic Predictions Fewer Tailwinds More Tail RisksThe theme of Doll s predictions signals a shift Fewer Tailwinds Slower earnings growth [... more]

Faith And Finance

Rob West

January 15, 2025

Learning Contentment with Brian Holtz

Give me neither poverty nor riches but give me only my daily bread - Proverbs Every generation has struggled to learn contentment and ours is certainly no different But God s Word provides great instruction on this tough topic Brian Holtz helps us work through it today Brian Holtz is the CEO of Compass Financial Ministry and the author of Financial Discipleship for Families Intentionally Raising Faithful Children What Is Contentment In Philippians the apostle Paul shares I know what it is to be in need and I know what it is to have plenty I have learned the secret [... more]

Faith And Finance

Rob West

January 14, 2025

6 Steps When A Loved One Passes

Losing a loved one is a time of profound grief and confusion and the practical tasks that follow can feel overwhelming Settling a loved one s estate requires careful attention and preparation Let s walk through six financial steps to take during this challenging time all underpinned by prayer and reliance on God s guidance Begin with PrayerBefore addressing financial matters take time to pray Invite God into your decisions and ask for wisdom James reminds us If any of you lacks wisdom let him ask God who gives generously to all without reproach and it will be given him [... more]

Faith And Finance

Rob West

January 13, 2025

Am I Giving For The Right Reasons?

When the topic of generosity comes up in church reactions can be mixed Some tune out assuming the message is about funding a project or filling a financial gap But generosity is about much more than meeting needs it s about the heart behind the act Let s explore not only why we should give but also why we shouldn t and how to cultivate a heart for biblical generosity Why We Shouldn t Give Guilt Shouldn t Be Your MotivationMany Christians have been influenced by guilt-driven messages from legalism to the prosperity gospel These teachings suggest that not giving [... more]

Planning Matters Radio

Peter Richon

January 11, 2025

Use the 529 'Grandparent Loophole' to Maximize College Savings

For the first time this year on the - FAFSA students are no longer required to report cash gifts from a grandparent or contributions from a grandparent-owned savings plan As Peter with Richon Planning explains to Erin Kennedy that means grandparents can now use a plan to fund a grandchild's education without impacting the child's financial aid eligibility Peter also walks through the benefits of contributing to a plan including perhaps the biggest perk following the passage of the SECURE Act up to of unused funds in a account can be rolled over into a Roth IRA for your grandchild [... more]

Finishing Well

Hans Scheil

January 11, 2025

Long-Term Care Insurance - Purchased With IRA Money

Hans and Robby are back again this week with a brand new episode This week they discuss purchasing long term care insurance with IRA money 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]

Faith And Finance

Rob West

January 10, 2025

How To Be Financially Free

Do you dream of being financially free but are unsure where to start Stay with us we re here to help Knowing what to do and actually doing it are two very different things Today we ll share the steps to achieve financial freedom but the decision to take action is yours Like most worthwhile goals it starts with the desire and determination to make it happen Start with a Mindset ShiftFinancial freedom begins with a change in perspective Many people approach budgets like a diet focused on restriction and deprivation Just as restrictive diets often lead to overeating feeling [... more]

Faith And Finance

Rob West

January 09, 2025

3 Financial Mistakes Young Adults Should Avoid with Rachel Wong

The way of a fool is right in his own eyes but a wise man listens to advice - Proverbs It s good to learn from your mistakes but it s even better to learn from someone else s Rachel Wong joins us today with three big financial mistakes that young adults often make so you can avoid them Rachel Wong is an Accredited Financial Counselor and the creator of Open Hands Finance a biblically-based content curriculum that teaches money skills to emerging adults Money Missteps Easy Mistakes To Avoid As A Young AdultMoney management is a crucial skill especially [... more]

Faith And Finance

Rob West

January 07, 2025

Who Needs A Budget? with Chad Clark

Precious treasure and oil are in a wise man's dwelling but a foolish man devours it - Proverbs God s Word couldn t be any plainer on the need to live below one s means and to be able to save for the future To do that you need a budget Chad Clark is here to share some interesting facts about budgeting Chad Clark is the Executive Director of FaithFi Faith Finance and the co-author of Look at the Sparrows A -Day Devotional on Financial Fear and Anxiety More People Budget Than You Think But There's a CatchA recent NerdWallet [... more]

Faith And Finance

Rob West

January 06, 2025

God Owns It All

What if everything you own isn t really yours It s a biblical truth that changes everything once you grasp it The belief that God owns it all has profound implications for how we manage our resources and our lives Let s explore what it means to be a faithful steward of everything God has entrusted to us The Foundation of Biblical Money ManagementThe cornerstone of biblical money management is the belief that God owns everything Psalm states this clearly The earth is the Lord's and the fullness thereof the world and those who dwell therein Paul builds on this [... more]

Finishing Well

Hans Scheil

January 04, 2025

Medicare 101-Sign Up And Insurance

Hans and Robby are back again this week with a brand new episode This week they discuss medicare sign up and insurance 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]

Faith And Finance

Rob West

January 03, 2025

Lending to Family and Friends

Money and relationships are a tricky combination When a family member or close friend asks to borrow money it can put you in a difficult spot On the one hand you want to help someone you care about but on the other lending money can easily lead to strained relationships or hurt feelings Proverbs 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 [... more]

Faith And Finance

Rob West

January 02, 2025

Setting Financial Finish Lines with Rachel McDonough

Do you not know that in a race all the runners run but only one receives the prize So run that you may obtain it - Corinthians The apostle Paul exhorted the early church at Corinth to run in such a way as to win the prize but sometimes with finances it feels like we re in a race with no end Today Rachel McDonough joins us to talk about setting financial finish lines Rachel McDonough is a Certified Financial Planner CFP a Certified Kingdom Advisor CKA and a regular Faith Finance contributor What Are Financial Finish Lines Financial finish [... more]

Faith And Finance

Rob West

January 01, 2025

Set Free From Anxiety

Did you know that anxiety disorders are the most common mental illnesses in the U S today You might assume that we have a major anxiety problem just by the number of commercials you see for new medicines to treat these disorders but is anxiety really a new thing The Reality Of AnxietyModern medicine recognizes anxiety in many forms generalized anxiety disorder panic disorder social anxiety and various phobias Data shows nearly a third of all U S adults will experience some form of anxiety in their lifetime The cost of treating anxiety disorders in the U S runs into [... more]

Faith And Finance

Rob West

December 31, 2024

Biggest Financial Mistakes with Ron Blue

Some people learn from the mistakes of others Unfortunately some people have to be the others Well you certainly don t want to be one of the others who have to 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 GoalsWithout clear financial goals you're essentially aiming at nothing Goals help you [... more]

Faith And Finance

Rob West

December 30, 2024

FaithFiâ€™s 2024 Impact Report with Chad Clark

And whatever you do in word or deed do everything in the name of the Lord Jesus giving thanks to God the Father through him - Colossians God created man for His glory That means everything we do should glorify God including how we manage money Chad Clark joins us today to talk about how FaithFi is helping God s people be more faithful stewards all for His glory Chad Clark is the Executive Director of FaithFi Faith Finance and the co-author of Look at the Sparrows A -Day Devotional on Financial Fear and Anxiety Why FaithFi s Mission Is [... more]

Planning Matters Radio

Peter Richon

December 28, 2024

The One Money Move that Could Add Years to Your Nest Egg

Let's address the number one fear of most retirees running out of money One way to make your nest egg last longer figure out how to keep all of it in your pocket as opposed to sharing it with the government In this video Peter with Richon Planning explains to Erin Kennedy how converting your tax deferred accounts to Roth accounts can add years to your retirement nest egg Not only will you likely pay less in taxes in retirement you'll reap other advantages like keeping your provisional income lower which could decrease the taxes you pay on your Social [... more]

Finishing Well

Hans Scheil

December 28, 2024

Social Security Income Tax

Hans and Robby are back again this week with a brand new episode This week they discuss social security income tax 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]

Faith And Finance

Rob West

December 26, 2024

Social Security FAQ with Eddie Holland

You have to be at least to collect Social Security maybe because it takes that long to understand the program Do you have questions about Social Security Of course you do Who doesn t Well you don t want to miss today s program Eddie Holland is back to answer more of your questions about Social Security Eddie Holland is a Senior Private Wealth Advisor and partner of Blue Trust in Greenville South Carolina He s also a CPA a Certified Financial Planner CFP and a Certified Kingdom Advisor CKA Can You Claim Benefits Early and Switch Later You can [... more]

Faith And Finance

Rob West

December 25, 2024

The Meaning Behind A Christmas Carol with Jerry Bowyer

Charles Dickens s A Christmas Carol is a timeless tale cherished for its powerful story of transformation Yet beneath its heartwarming narrative lies a deeper commentary on economics generosity and faith one that challenges the worldview of scarcity and embraces God s abundance Today Jerry Bowyer will dive into the philosophical and theological themes within the story and help us discover what we can learn from Ebenezer Scrooge s journey Jerry Bowyer is the President of Bowyer Research and our Resident Economist here at Faith Finance He is the author of The Maker Versus the Takers What Jesus Really Said [... more]

Faith And Finance

Rob West

December 23, 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]

Planning Matters Radio

Peter Richon

December 21, 2024

Is Now a Good Time to Redeem Your I Bond?

Back in when inflation was through the roof we were able to buy I Bonds or inflation bonds with a return Now though the rate of return is just over In this video Peter with Richon Planning and Erin Kennedy discuss whether investors should redeem those I Bonds and invest in something else The short answer is yes There are several places you can put your money right now that are considered low risk and still have a higher rate of return than That being said if you sell your I Bond before its -year maturity date you will lose [... more]

Finishing Well

Hans Scheil

December 21, 2024

2025 Income Tax Brackets and Rates

Hans and Robby are back again this week with a brand new episode This week they discuss income tax brackets and rates for 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]

Faith And Finance

Rob West

December 20, 2024

How Big Are Your Barns?

One of my favorite passages in the Bible is found in Luke - the Parable of the Rich Fool While most of us don t have barns today Jesus warning about storing up earthly treasures is just as relevant now as it was then So what does it mean to be rich toward God and why does it matter Let s dive into this powerful lesson The parable begins with a wealthy man who has a problem many might envy his land has produced so much that his barns aren t big enough to store it all His solution Tear [... more]

Faith And Finance

Rob West

December 19, 2024

The Generosity of Saint Nicholas

As Christmas draws near stories of generosity and the spirit of giving abound Few stories however embody these virtues more powerfully than the life of Saint Nicholas Behind the modern image of Santa Claus lies the legacy of a man whose life reflected the true meaning of Christmas selfless love and sacrificial giving Born around A D in Patara Turkey Nicholas was raised in a wealthy Christian family From an early age he was taught to care for the poor and live out the teachings of Jesus His parents modeled these values daily planting seeds of faith and generosity in [... more]

Faith And Finance

Rob West

December 18, 2024

Unfinished Conversations with Sharon Epps

We sometimes regret the things we say but often words left unsaid can bother us just as much We ve all had the thought Oh I wish I d said this or that You had more to say but for whatever reason time ran out Sharon Epps has some things to say about unfinished conversations today Sharon Epps is the President of Kingdom Advisors our parent organization Kingdom Advisors is a group dedicated to training financial professionals to guide and advise you according to biblical principles The Power of Unfinished ConversationsThe end of the year naturally becomes a season of [... more]

The Rich Eisen Show

Rich Eisen

December 17, 2024

Jahmyr Gibbs: David Montgomery's Injury Is A Huge Loss

- Hour In Overreaction Tuesday Rich weighs in on the Vikings Patrick Mahomes injury if when the Falcons should start Michael Penix Jr the Buccaneers in the playoffs Joe Burrow s MVP odds and the first weekend of the College Football Playoff Lions RB Jahmyr Gibbs and Rich discuss how the season-ending injury to fellow backfield teammate David Montgomery affects Detroit s chances to land the seed in the NFC for the playoffs how the Dan Campbell and former Alabama head coach Nick Saban are alike and different and more Rich and the guys discuss the possibility of Aaron Donald [... more]

Faith And Finance

Rob West

December 17, 2024

Your Top Financial Moves for 2025 with Mark Biller

British philosopher G K Chesterton once said I know as much about the future as you do which is nothing Only God knows the future but that doesn t mean we shouldn t plan for it Mark Biller is here today to help you do that Mark Biller is Executive Editor and Senior Portfolio Manager at Sound Mind Investing an underwriter of Faith Finance Today we ll cover some key takeaways from Sound Mind Investing s recent article Your Most Important Financial Moves for which offers over actionable tips across six categories Let s dive into some highlights to help [... more]

Planning Matters Radio

Peter Richon

December 14, 2024

5 End of Year Money Moves for a Better 2025

The end of the year is a great time to start thinking about your finances for the upcoming year So Peter with Richon Planning and Erin Kennedy are sharing tips you can start now to help you get on track for Perform a Budget and Emergency Fund Checkup Max Out Your Roth IRA and HSA Consider Tax Loss Harvesting Rebalance Consider a QCD If you'd like to talk through your financial goals for and how you can achieve them please reach out to Peter for a complimentary consultation by calling - or visit www RichonPlanning com [... more]

Finishing Well

Hans Scheil

December 14, 2024

Federal Estate Tax 2026 Tax Increase/Sunset

Hans and Robby are back again this week with a brand new episode This week they discuss the increase sunset of federal estate taxes in 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]

The Rich Eisen Show

Rich Eisen

December 13, 2024

The 49ers Season is Essentially Over

Rich recaps the Rams pivotal win on Thursday Night Football against their NFC West rival ers with big implications for each team s playoff hopes and Rich makes the case for the Rams to lob in a call to Aaron Donald to lure the future Hall of Famer out of retirement for one more Super Bowl run Yankees fan Rich reacts to the Pinstripes trading for Milwaukee Brewers closer Devin Williams and weighs in literally on Juan Soto s introductory press conference with the New York Mets where the slugger s photos in his new uniform raised some eyebrows on [... more]

Faith And Finance

Rob West

December 13, 2024

3 Biblical Principles for Debt With Sharon Epps

They say that money is a good servant but a terrible master especially when it comes to debt Surveys show that taking on debt ranks near the top of the list of financial regrets Debt can make profound changes in your life and have spiritual consequences Sharon Epps joins us to talk about that today Sharon Epps is the President of Kingdom Advisors our parent organization Kingdom Advisors is a group dedicated to training financial professionals to guide and advise you according to biblical principles Four Key Uses of Money Live Give Owe and GrowMany of us face the challenge [... more]

Faith And Finance

Rob West

December 12, 2024

Stories of Hope for Indiaâ€™s Trafficked with David Harms

India has one of the world s fastest-growing economies It s also a world leader in human trafficking Human trafficking is a problem in many countries around the world but perhaps nowhere more than in India David Harms is here today to share some hope-filled stories about an organization that s changing the lives of young women and children in India David Harms has devoted nearly a decade of ministry to the work of India Partners an underwriter of Faith Finance With over years of experience in rescuing victims of human trafficking India Partners continues to make a profound impact [... more]

Faith And Finance

Rob West

December 11, 2024

The Economics of the Nativity with Jerry Bowyer

And there were in the same country shepherds abiding in the field keeping watch over their flock by night And lo the angel of the Lord came upon them and the glory of the Lord shone round about them and they were sore afraid - Luke - That s from the Christmas Story in Luke Chapter The angels announce the coming of the Savior to a group of shepherds It sounds simple enough but there s more to the story Jerry Bowyer joins us to talk about it Jerry Bowyer is the President of Bowyer Research and our Resident Economist [... more]

The Rich Eisen Show

Rich Eisen

December 10, 2024

What The Football w/Suzy Shuster & Amy Trask: Andrew Whitworth

Please check out other RES productions Overreaction Monday http apple co overreactionmonday What the Football with Suzy Shuster and Amy Trask http apple co whatthefootball The Jim Jackson Show https podcasts apple com us podcast the-jim-jackson-show id No-Contest Wrestling with O'Shea Jackson Jr and TJ Jefferson https podcasts apple com us podcast no-contest-wrestling id Thursday Night Football NFL Analyst Andrew Whitworth joins the What the Football with Suzy Shuster Amy Trask podcast where discusses the Rams chances to win the NFC West what makes Matthew Stafford the toughest QB in the NFL how L A has successfully rebuilt their defensive [... more]

Faith And Finance

Rob West

December 10, 2024

Starting 2025 Strong with Values-Based Investing with Cole Pearson

Have you started working on your New Year s resolutions yet Are you including your investing decisions in the mix A New Year always gives you the chance to make improvements especially with finances Cole Pearson is here today to talk about starting strong with values-based investing 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 Values-Based Investing Values-based investing is the practice of deploying financial resources in a way that aligns with a [... more]

Planning Matters Radio

Peter Richon

December 07, 2024

Social Security is in Trouble: 4 Tips to Maximize Your Benefit

By it's projected that Social Security will only be able to pay about of scheduled benefits if no changes are made to the system This is why people need to start preparing now In this video Peter with Richon Planning and Erin Kennedy walk through these tips to maximize your benefit Maximize When You Claim Social Security Diversify Your Retirement Income Work Now to Create Tax Free Income in Retirement Have a Plan for Taxes Deciding when to claim Social Security could be one of the most important financial decisions you make in retirement and helping you make that decision [... more]

Finishing Well

Hans Scheil

December 07, 2024

Hybrid Life/Long Term Care Insurance From IRA Money

Hans and Robby are back again this week with a brand new episode This week they discuss hybrid life long term care insurance From IRA money 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]

Faith And Finance

Rob West

December 06, 2024

Should Christian Couples Have Joint or Separate Bank Accounts?

In Mark Jesus tells us A man shall leave his father and mother and hold fast to his wife and the two shall become one flesh But does becoming one extend to the checkbook Should husbands and wives have joint or separate bank accounts Let s explore this question and see if the Bible says anything about it What Does the Bible Say About Joint Finances The Bible doesn t specifically address joint or separate bank accounts as their banking looked much different than our modern system today However Scripture provides timeless principles that guide financial unity in marriage Marriage [... more]

Faith And Finance

Rob West

December 05, 2024

Home Financing for Global Impact with Harlan Accola

From everyone who has been given much much will be demanded and from the one who has been entrusted with much much more will be asked - Luke When the housing market collapsed in more than million Americans experienced crashing home values and foreclosures But out of that financial chaos a new company arose with a mission to do things differently Harlan Accola joins us today to talk about it Harlan Accola is the National Reverse Mortgage Director at Movement Mortgage which is an underwriter of this program He is also the author of Home Equity and Reverse Mortgages The [... more]

Faith And Finance

Rob West

December 04, 2024

Teaching Grandkids Generosity with Ron Blue

A good man leaves an inheritance to his children's children but the sinner's wealth is laid up for the righteous - Proverbs God s Word is clear that faithful stewards should leave an inheritance for future generations That inheritance doesn t have to be money Passing along biblical principles such as generosity to grandkids well that s priceless Ron Blue joins us to talk about it Ron Blue is the Co-Founder of Kingdom Advisors and the author of many books on biblical finance including Splitting Heirs Giving Your Money and Things to Your Children Without Ruining Their Lives More Than [... more]

Faith And Finance

Rob West

December 03, 2024

Gospel Generosity with Dr. Nathan Harris

For you know the grace of our Lord Jesus Christ that though he was rich yet for your sake he became poor so that you by his poverty might become rich - Corinthians That verse is among the most cited on the subject of generosity and for good reason It links generosity with the Gospel Dr Nathan Harris joins us to make that connection even stronger Dr Nathan Harris is Vice President for Strategic Initiatives at the University of Mobile in Mobile Alabama He is also the author of A Short Guide to Gospel Generosity Giving as an Act of [... more]

Faith And Finance

Rob West

December 02, 2024

Having The Mind of Christ in Your Finances

Did you know that as a believer in Jesus you already have what it takes to make wise financial decisions The Bible tells us that Christians have the mind of Christ But what does this mean for managing money and possessions Let s explore how adopting Jesus perspective can transform our financial decisions and bring us closer to God s purpose for our lives Understanding the Mind of ChristHaving the mind of Christ means seeing the world and our finances through Jesus perspective As Christians we aim to serve think and love like Him in every area of life including [... more]

Planning Matters Radio

Peter Richon

November 30, 2024

4 Reasons Your Taxes WILL be Higher in Retirement

Many people assume their taxes will be lower in retirement but that s not always the case In fact as Peter with Richon Planning explains to Erin Kennedy there are good reasons you can plan on your taxes being higher in retirement You won't be spending less if you need the same amount of money to enjoy your retirement you'll be in the same tax bracket when you're not working Tax rates are set to increase many financial experts believe that the Tax Cuts and Jobs Act of reduced federal income tax rates to the lowest level they may ever [... more]

Finishing Well

Hans Scheil

November 30, 2024

Delaying Social Security Until 70

Hans and Robby are back again this week with a brand new episode This week they discuss delaying social security until 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]

Faith And Finance

Rob West

November 29, 2024

Praying for Our Daily Bread

In Matthew Jesus tells us how we should pray and how not to do not heap up empty phrases as the Gentiles do for they think that they will be heard for their many words Of course Jesus then gives us the Lord s Prayer as an example of how we should bring our needs to God But are we skimming over part of it A Prayer of DependenceIn our world of abundance it s easy to forget that everything we have comes from God From food and water to shelter and income every provision is a gift from Him [... more]

Faith And Finance

Rob West

November 27, 2024

Finding True Contentment

Do you find yourself trapped in a one-day mindset Maybe you think One day I'll be out of debt One day I'll have enough or One day I'll finally relax We often tie our contentment to future circumstances yet the Apostle Paul shows us a different way contentment in the here and now Paul who experienced both wealth and poverty wrote in Philippians - about the secret to contentment I have learned in whatever situation I am to be content I can do all things through him who strengthens me Paul s contentment wasn t based on his circumstances but [... more]

Faith And Finance

Rob West

November 26, 2024

The Role of a Christian Financial Counselor with Dr. Art Rainer

Where there is no guidance a people falls but in an abundance of counselors there is safety - Proverbs The words of that verse apply to all areas of Christian life including financial stewardship According to God's financial principles good counsel is important for managing His money wisely Dr Art Rainer joins us today to talk about it Dr Art Rainer is the founder of the Institute for Christian Financial Health and Christian Money Solutions He is a regular contributor here at Faith Finance and the author of Money in the Light of Eternity What the Bible Says about Your [... more]

Faith And Finance

Rob West

November 25, 2024

3 Things Your Pastor Wishes You Knew about Giving with Leo Sabo

As Thanksgiving week reminds us of the many blessings we enjoy it s natural to reflect on gratitude But does gratitude naturally lead to generosity Leo Sabo joins us today to discuss three things your pastor wishes you knew about giving Leo Sabo is the President of the Christian Stewardship Network CSN where he gets to share the incredible impact financial stewardship and generosity can have on the Church Giving Has Spiritual BenefitsYour pastor wants you to know that giving is deeply tied to your spiritual growth It s not just about meeting church needs it s about discipleship and [... more]

Planning Matters Radio

Peter Richon

November 23, 2024

Exiting Investment Real Estate: 1031 Exchange Strategies for Tax Deferral

Financial advisor Peter Richon of Richon Planning interviews Kyle Connor a Real Estate Exchange Specialist They discuss the aspects of real estate investment and exit strategies Real Estate investors can use advanced tax strategies to their advantage when exiting or passing Real Estate as part of their legacy The Exchange Exchange and DST Delaware Statutory Trust present significant tax opportunities but nuances can complicate the process for individual investors Kyle shares insights specifically for real estate investors looking to leverage real estate exchanges optimize tax benefits and navigate the market dynamics Tune in for advice on integrating real estate into [... more]

Finishing Well

Hans Scheil

November 23, 2024

Roth IRA Conversion Up To A 24% Tax Bracket

Hans and Robby are back again this week with a brand new episode This week they discuss Roth IRA conversion up to a tax bracket 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]