Talking Money

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 surrender charges? Taxes? • What is the […]

Mike interviews Ron Blue, the founder of Ronald Blue Trust and author of several books on biblical financial management. They discuss Ron’s background as a CPA and what led him to start Ron Blue & Co, that eventually became Ronald Blue Trust. They also discuss some of the financial advice and wisdom they have gleaned […]

Highlights from show aired January 23, 2021 Mark Elam, Senior Investment Strategist at Ronald Blue Trust, joins Mike to discuss how projected policies of the new administration may affect our economy. Questions answered include: How does the makeup of congress affect the economy? Does all of this stimulus money drive inflation up? It seems the […]

John Dodd, Sr. Private Wealth Advisor in Ronald Blue Trust’s Nashville, TN office, joins Mike to discuss how someone’s philosophy of money affects their day to day financial decisions. They discuss some ideas such as: Money has gravity: the more you have, the more force it exerts on you. Money has power: it promises what […]

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 a trusted financial advisor, regardless of your […]

Mike answers recently submitted listener questions. He then finishes discussing the recent article from the Wall Street Journal, “15 Personal-Finance Lessons We Can All Learn From the Year of Covid-19.” He covers: You need a will. How your personal finances reflect your values. The importance of flexibility in you retirement plans. Things won’t always be […]

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 prepare for inevitable emergencies Creating financial discipline […]

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 […]

Mark Elam, Senior Investment Strategist at Ronald Blue Trust, joins Mike to discuss how projected policies of the new administration may affect our economy. Questions answered include: How does the makeup of congress affect the economy? Does all of this stimulus money drive inflation up? It seems the US Dollar is getting weaker in the […]

Alan Cox, CPA, CKA, Director of Estate/Trust Planning and Estate Settlement at Ronald Blue Trust joins Mike to discuss some of the ins and outs of the latest Coronavirus relief package. modifications to charitable contribution limitations, including above the line deductions for non-itemizers relief checks and their calculations: information on how you can figure out […]

On this episode of Talking Money, Mike answers a variety of listener submitted questions: I have a life insurance policy my parents purchased for me when I was a child. I would like to cash it in to buy some property. How will that affect my taxes? Do I need an estate planner? What professionals […]

Highlights from show aired June 6, 2020 Is it a good idea to leave specific dollar amounts to my beneficiaries? How do special needs children factor into my estate plan? Mike answers these listener questions and more about estate planning.

Highlights from show aired May 30, 2020 Estate Planning covers a wide range of documents and details. Will your loved ones know how to access your important documents and the funds necessary to take care of your final expenses? Should you hire an estate planning attorney? Is it better to hold your assets in Joint […]

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. Mike ends by reading this holiday greeting from Nick Stonestreet, CEO of Ronald Blue Trust. […]

In this episode, Mike answers a variety of listener questions: What about helping the homeless veterans or other people out begging on the roadside? My mutual fund has some Puerto Rican funds in it. Should I be concerned? Should I trade out of that fund? Should I look at transferring some of my employee stock […]

Mike discusses the biggest thing we all need to be ready for. He also answers listener questions about mutual funds and how the election and potential future shut downs could affect the market. He shares some positive words from the investment team of Ronald Blue Trust.

Is there anything you can be doing now to save some on your taxes when you file next year? Why is it important to look at these strategies? Mike is joined by Justin Meade, CFP®, CRPC®, CKA®, to discuss some strategies you may want to consider at the end of the year to maximize your […]

Mike answers a number of listener questions, including: I am getting an inheritance/life insurance claim, what is a good way to invest that money? What are some options when transferring from a CD that is maturing? What are my options in emerging markets? Can I invest in those without being heavily invested in China or another […]

How “Independent” is your Independent financial adviser? Do they really have your best interest at heart? Mike discusses the good and potentially bad of being an independent adviser; plus a review of the new Code of Ethics from the CFP® Board of Standards. He also looks at some questions you should not be afraid to […]

Do you know your financial finish line? What is a financial finish line? Why is knowing this even important? How does knowing your financial finish line help you be more generous with the resources God has blessed you with? Mike answers these questions and discusses ways you can be generous with your money and time. […]