Talking Money

Yolanda Campusano, Communications Officer for Miracle Hill Ministries, joins Mike to discuss their upcoming fundraising event: the Kids Ninja Challenge. She first shares her story of how she came to work for Miracle Hill, and then they explain a little bit about how involved the board members are in the ministry. They spend the rest […]

This week, Mike discusses whether or not a retiree should get out of the stock market. There are many concerns to think about, including: Do you have a pension plan? If you have an annuity, what issues should you consider? Could you possibly have a long-term care event before you pass? There are two different […]

Before diving in to inflation, Mike offers some advice on shopping for a financial advisor: questions to ask and resources to use to check the portfolio they are showing you Mike then answers questions regarding inflation, such as: How has inflation affected things like buying a car? How does inflation affect investments? Your lifestyle? Typically, […]

Do you think more money will solve all your problems? Mike looks at an example from the life of Bill Gross, debunking this myth. What is going on with inflation and all the spending the government is doing? Was the recent plunge in the market just an extreme overreaction to the Delta variant? Mike looks […]

Highlights from show aired April 10, 2021 Dan Glaze, National Relationship Manager at the National Christian Foundation, joins Mike to discuss the many benefits being generous with what God has given you. Is giving via your estate plan really sacrificial giving? What exactly is a donor advised fund? Are there giving and tax strategies you […]

Highlights from show aired March 27, 2021 There are many things to consider when looking at all the options for retirement. Many annuity salespeople make glittering promises, but are the products really all they say? Some questions you should ask before signing up: • What happens if you withdraw before you turn 59.5? Are there […]

Highlights from show aired March 20, 2021 Ron Blue, the founder of Ronald Blue Trust and author of several books on biblical financial management discusses his background as a CPA and what led him to start Ron Blue & Co, which eventually became Ronald Blue Trust. He also discusses some of the financial advice and […]

Mike is joined by Eddie Holland, Ronald Blue Trust advisor, and Hayden Ericks, Ronald Blue Trust intern, to discuss what makes Ronald Blue Trust so different. Some of what makes us different than most other financial planning firms: Our core philosophy is: “Helping Christians free up resources for the fulfilment of the Great Commission.” Our […]

Eddie Holland, CFP®, CPA, CKA® joins Mike to discuss six common Social Security mistakes that the  Wall Street Journal outlined in a recent article: Worrying about dying too young Waiting too long to claim Not working because of the earnings limit Not filing for widow’s or widower’s benefits Getting divorced and remarried (at the wrong […]

Mike continues his discussion of setting up beneficiaries on your various accounts. Remember that beneficiary designations will take priority over anything named in your will. Don’t unknowingly disinherit your grandkids: a helpful tool for this is using per stirpes language. Is there a danger to naming only one child as the beneficiary and trusting them […]

Beneficiary designations may sound simple, but can actually be quite complex, especially when you start thinking of all the different possible scenarios: Are you sure your money will go where you want it to? When was the last time you looked at the beneficiary designations on all your accounts? How can naming beneficiaries help you […]

Highlights from show aired February 20, 2021 Don Christensen, EVP of the Professional Athlete Division of Ronald Blue Trust, joins Mike to share his background and discuss the challenges specific to working with professional athletes: What are some differences between working with professional athletes versus people in other careers? Why is it important to have […]

Is the economy recovering from the effects of the COVID pandemic? Mark Elam, Senior Investment Strategist at Ronald Blue Trust, joins Mike to look at this issue from a variety of viewpoints. They answer questions such as: Has the economy started recovering already? How robust could the recovery be? Is inflation staying and increasing or […]

After taking some time to answer some tax questions from last week, Mike discusses a recent survey put out by the American College of Financial Services regarding retirement literacy. How aware are you of different scenarios of retirement? Are you really retirement literate? You can take the quiz here. (Hint: Mike gives several of the answers […]

As the extended income tax deadline draws near, Mike looks at some strategies you can use to potentially adjust your taxes from 2020. Are you aware of the different IRA rules? How does contributing to a retirement account affect taxes? If you contribute now, does it benefit last year’s taxes or this years? Are you […]

Mike continues his discussion of a recent Wall Street Journal Article asking if you are emotionally ready for retirement. Some more questions to ask yourself: Would I like to go part time or should I just quit “cold turkey”? Do I have things to fill my time like hobbies or volunteering? Do I have friends […]

Are you emotionally ready for retirement? Mike looks at a recent Wall Street Journal article that proposes 8 questions you need to ask yourself. In this episode, he looks at the first three: On Sunday evening, how do you feel about work on Monday? Do you feel dread or anticipation? Have you thought carefully about […]

Mike reviews the most recent Economic Review and Outlook from Ronald Blue Trust. He discusses various market bubbles throughout history and whether or not the market is currently in a bubble environment. He also shares some thoughts on the life and schemes of Bernie Madoff who passed away earlier this week.

Dan Glaze, National Relationship Manager at the National Christian Foundation, joins Mike to discuss the many benefits being generous with what God has given you. Is giving via your estate plan really sacrificial giving? What exactly is a donor advised fund? Are there giving and tax strategies you can implement when selling your business? Do […]

Highlights from show aired February 6, 2021 Mike discusses the importance of being grounded in your faith so you don’t become overcome with fear in troublesome times. He also discusses the recent article from the Wall Street Journal, “15 Personal-Finance Lessons We Can All Learn From the Year of Covid-19.” He covers: How to financially […]