Category: Financial Planning

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…
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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…
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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…
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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…
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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…
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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…
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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…
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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…
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024 – The Stewardship Journey Part 1

At Beacon Wealth Consultants, we offer to take our clients on "The Stewardship Journey." This process consists of taking you and your finances from the early stages of budgeting, giving…
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Let’s Start at the Very Beginning…

by: Cassandra Laymon, CFP®, MBA Last summer my soon-to-be high school senior, Sam, took a required Financial Literacy course at his school. As a financial advisor, I thought this was…
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023 – What does a Chief Investment Officer do?

This month we welcome Hillary Sunderland, Chief Investment Officer (CIO) at Beacon Wealth Consultants to talk about the responsibilities of her role, and how a CIO can support you and…
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Crucial Retirement Planning Milestones: What Happens at 59½ and 70½?

by: Cassandra Laymon, CFP®, MBA Financial planning is a little more straightforward in the accumulation phase, which means the years that you are working and saving for retirement. Once you’ve…
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021 – How do financial advisors get paid?

If you've ever wondered how your financial advisor gets paid, you're not alone!  There are several ways advisors get paid, depending on the type of service they are providing for…
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How Does My Account Grow? The Difference Between Capital Gains, Dividends and Interest

by: Cassandra Laymon, CFP®, MBA Over the past few weeks we’ve talked about different investments (or assets) including stocks, bonds and mutual funds. We also reviewed the meaning of “the…
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020 – The Emotional Side of Investing

In this podcast, Cassie and Rick Laymon wrap up our series on "The Emotional Side of Investing."  If greed, fear, or pride have ever entered into your investing decisions -…
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