Category: Financial Planning

Is now a good time to do a Roth Conversion?

Is now a good time to do a Roth Conversion? by Jake Preston Periods of losses in the market are an inevitable result of investing. While certainly not enjoyable, downturns…
Read More

What are I Bonds?

What are I Bonds? Recent high inflation has thrust Series I savings bonds, or I bonds, into the spotlight. If you haven’t heard of I bonds before, or only just…
Read More

Finding Hope Despite High Inflation

Finding Hope Despite High Inflation Wednesday, June 15th, the Fed raised rates by another 0.75%. This is the largest rate hike since 1994 and indicates how seriously the Fed is…
Read More

Fear and Volatility

Fear and Volatility The turmoil in the markets and the economy continues. On Monday, June 13th, the markets dropped with the S&P 500 closing down 3.9%. Recent numbers show that…
Read More

Preparing for Your First Financial Planning Meeting

Preparing for Your First Financial Planning Meeting We’ve had the privilege of working with hundreds of individuals and families over the last 25 years; helping them reach their financial goals…
Read More

How to Choose a Financial Advisor

How to Choose a Financial Advisor If you’ve decided to work with a Christian financial advisor, congratulations, that is a decision that can have many positive benefits. Your next question…
Read More

8 Reasons to Work with a Financial Advisor

8 Reasons to Work with a Financial Advisor Most of us worry about our money, including financial advisors! Yet, despite these worries and the complexity of managing finances, many people…
Read More

The Biggest Mistakes Investors Make (Part 1)

A Common Mistake Investors Make It happens every market correction. Well-intending investors who say they can tolerate 10-plus percent declines in market value do just the opposite of what they…
Read More

031 – A Gospel Based Approach to Money

Today Chad Hamilton joins Cassie Laymon on the podcast. Chad Hamilton is Founder and President of Advisor Solutions 360. He has more than 20 years of experience in the wealth management…
Read More

Tips for Overcoming the Most Common Investment Errors

By: Chad Hamilton, CFP Traditional economics assumes we act rationally when making financial decisions, and we always act in alignment with our own economic self-interest. According to economic theory, we…
Read More

028 – Talking About Money in Your Marriage

Is money a hot topic for discussion in your marriage? Join Cassie Laymon and guest Dr. Bruce McCracken, founder of House on the Rock Family Ministries and Fan the Flame…
Read More

What is the Evangelical Council for Financial Accountability?

by: Mike Sunderland, CFEI®, Wealth Advisor Have you ever hesitated to give to an organization because you are not familiar with who they are or do not know for certain…
Read More

025 – The Stewardship Journey Part II

In today's episode of the True Wealth Spotlight, Rick and Cassie discuss Waypoint three on the Stewardship Journey, where you are moving from "stable" to "solid" on the financial planning…
Read More

Waypoint 4: Full Sail

By Rick Laymon, CFP® If you have made it to Waypoint 4, a BIG CONGRATS to you! Many folks never make it this far or beyond on The Stewardship Journey.…
Read More

Waypoint Three: The Voyage

by: Cassandra Laymon, CFP®, MBA By now, you are well on your way through the Stewardship Journey! While I’m covering one waypoint per week, some of these stops require months,…
Read More
1 2 4

Archives

1 2 4