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Best of Talking Money: What is Your Financial Plan

Show aired on December 18th, 2021

Highlights from show aired December 19, 2020

Scott Clark, CFP®, CKA®, joins Mike to discuss the Everyday Steward division of Ronald Blue Trust. They discuss the importance of having a financial plan, having your estate in order, and making sure you are truly diversified in your investments.

A special offer for our listeners! For $500 you can get a professional financial plan overview for yourself or to give as a gift!

Scott and his team will help you answer five major questions:

  1. Do you have written financial goals or responsibilities driving your decisions?
  2. Are you purposefully giving, saving, and spending?
  3. Are you prepared for the impact of death or disability?
  4. Are you on track to meet your written goals or responsibilities?
  5. Are you making wise investments? Does your portfolio flow from your plan?

This offer will include one hour of planning by Scott and his team, one hour meeting with Scott to discuss the plan they have drafted, and a binder with the plan all printed out for you.

Two books will also come with the plan: Your Money Made Simple and Your Life Well Spent, both by Russ Crosson, the chief mission officer of Ronald Blue Trust.

To begin the process, you simply need to request a questionnaire. You will have no obligation until you return the questionnaire and you agree to engage us.

For more information, please email mike@talkingmoneyradio.com or scott.clark@ronblue.com, or you may call Scott at 864-335-6744 or the Greenville office at 800-588-7526.

Have a question or comment? Send us a note.





    Though Mike Miller is an employee of Ronald Blue Trust, Talking Money® represents his individual views, and not those of his employer or any other sponsor of the program. During the program, Mike may discuss market trends as well as specific financial planning techniques and investment ideas. These discussions are for general information only and are not intended to provide specific advice or recommendations to any individual or organization. Work with your attorney, or accounting, or investment professional for specific individual advice and services. Any securities or investment products discussed on Talking Money® are not insured by the FDIC, are not a deposit or other obligation of or guaranteed by any bank, and are subject to investment risk, including possible loss of principal amount invested. Some shows contain time sensitive material that should not be relied upon without verifying.

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