Preparing for Your First Financial Planning Meeting
May 18, 2022
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…
How to Choose a Financial Advisor
May 04, 2022
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…
8 Reasons to Work with a Financial Advisor
April 27, 2022
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…
The Biggest Mistakes Investors Make (Part 1)
March 05, 2019
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…
031 – A Gospel Based Approach to Money
May 23, 2018
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…
Tips for Overcoming the Most Common Investment Errors
February 21, 2018
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…
028 – Talking About Money in Your Marriage
February 14, 2018
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…
025 – The Stewardship Journey Part II
November 01, 2017
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…
024 – The Stewardship Journey Part 1
October 04, 2017
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…
Let’s Start at the Very Beginning…
September 13, 2017
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…
023 – What does a Chief Investment Officer do?
September 07, 2017
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…
Crucial Retirement Planning Milestones: What Happens at 59½ and 70½?
July 19, 2017
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…
021 – How do financial advisors get paid?
July 05, 2017
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…
How Does My Account Grow? The Difference Between Capital Gains, Dividends and Interest
June 28, 2017
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…
020 – The Emotional Side of Investing
May 30, 2017
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 -…