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Episodes by Topic: Financial Planning
Best of Talking Money: The Bucket Strategy
What is the bucket approach to retirement planning? How do you adjust for inflation?
How can you determine your personal inflation rate? What factors come into play?
Which bucket should I focus on?
What are some different vehicles we use for income?
What are some other ways to try to retain income security in retirement?
Listen to the EpisodeBest of Talking Money: What is Everyday Steward?
Mike is joined by David Garrigan, CFP®. David works as a financial planner for the Everyday Steward division of Ronald Blue Trust out of the Greenville office. Mike and David discuss what kind of client the Everyday Steward division helps, what services they offer, and how someone could give a gift of a financial plan.
Listen to the EpisodeThe Bucket Strategy
What is the bucket approach to retirement planning? How do you adjust for inflation?
How can you determine your personal inflation rate? What factors come into play?
Which bucket should I focus on?
What are some different vehicles we use for income?
What are some other ways to try to retain income security in retirement?
Listen to the EpisodeWhat is Everyday Steward?
Mike is joined by David Garrigan, CFP®. David works as a financial planner for the Everyday Steward division of Ronald Blue Trust out of the Greenville office. Mike and David discuss what kind of client the Everyday Steward division helps, what services they offer, and how someone could give a gift of a financial plan.
Listen to the EpisodeClient Story: The McCormicks
Mike is joined by clients Sandy and Karen McCormick who share their stories of financial lessons they learned throughout life. They also share their philosophies of spending and saving.
Sandy and Karen then share the experience they have had as Ronald Blue Trust clients in the Everyday Steward division.
Listen to the EpisodeA Penny Saved Is a Penny Earned
In The Way to Wealth, Benjamin Franklin gave some sage financial advice, even on how to control living expenses. He also gave timeless advice regarding avoiding debt.
Mike talks about some of those pieces of advice as well as answering a listener question about the recent interest rate increase and ideas about how to help others in your local community.
Mikes’ wife Cathy calls in to discuss ways she helped keep living expenses low as she and Mike raised their children.
He also shared an old Saturday Night Live skit.
Listen to the EpisodeThe Way to Wealth
In 1785, Benjamin Franklin wrote an essay entitled “The Way to Wealth or Father Abraham’s Sermon.” It is a collection of phrases of wisdom and advice that are still applicable today. Phrases like:
- A word to the wise is enough.
- Lost time is never found again.
- Drive thy business, let not that drive thee.
- Early to bed, early to rise, makes a man healthy, wealthy, and wise.
- If we are industrious, we will never starve.
- Never leave for tomorrow what you can do today.
- Since you are not sure of a minute, don’t waste an hour.
- A life of leisure and life of laziness are two different things.
There is a lot of biblical truth in these statements as well. Biblical advice on money is always timely.
Whose money is it anyway? How does the way you spend your money reflect what you believe about money?
Listen to the EpisodeThe Bucket Strategy
What is the bucket approach to retirement planning? How do you adjust for inflation?
How can you determine your personal inflation rate? What factors come into play?
Which bucket should I focus on?
What are some different vehicles we use for income?
What are some other ways to try to retain income security in retirement?
Listen to the EpisodeA Biblical Relationship with Money
What does the Bible say about money? John Dodd, Senior Private Wealth Advisor in the Nashville office of Ronald Blue Trust, joins Mike to discuss how you can develop a biblical relationship with money.
Money is a tool God gives us to grow His kingdom. It is not a source of contentment or a measure of biblical success. We should use it to meet our needs, save for emergencies, and give generously. But what exactly does all that look like?
Looking at three main points and principles:
- God has set eternity in our hearts (Ecclesiastes 3:11). We are hard-wired to find contentment in God alone.
- The eye is never satisfied with seeing nor the ear with hearing (Ecclesiastes 1:8). We seek contentment in the things of this world instead.
- Our God is a jealous god, a consuming fire (Deuteronomy 4:14). God will not compete with money.
Materialism and “keeping up with the Joneses” can entrap and ensnare us. It is not how God has called us to live. Mike and John also discuss several questions and principles to help us become free from the entanglements of materialism and consumerism:
- How should Christians think through financial decisions?
- Is it wrong to have nice things?
- What should we think about tithing?
- When I get an increase in wealth, how should I adjust my standards of living and giving?
Financial Confidence: A Client Story
Mike is joined by his cousin Tim Van Dam and Tim’s wife, Martha, who also happen to be Ronald Blue Trust clients. Tim and Martha share a little bit of their backgrounds and how the Greenville office of Ronald Blue Trust has helped them on their financial journey.
Listen to the EpisodeSponsored By:
