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Home » Podcast Episodes » Page 19

Abstract orange leaf with title Being Thankful in 2019 Christian Financial Perspectives Podcast Cover Art

Being Thankful In 2019

Published on 11/26/2019 Posted in CFP Podcast

As Thanksgiving approaches, Bob and Mary Jo share their personal stories about what they are grateful and thankful for and the importance of always having a thankful attitude.

Texas flag with title Texas Values in Jeopardy Christian Financial Perspectives Podcast Cover Art

Texas Values In Jeopardy

Published on 11/19/2019 Posted in CFP Podcast

In this interview with Jonathan Saenz, President of Texas Values, Bob and MJ discuss the importance of Christian Values that formed the great state of Texas and how they are in jeopardy of being lost in Texas and across the nation. Texas, being the economic superpower that it is, is being attacked by leftists and if they capture it, they may just capture the whole nation.

Several umbrellas with title Are You Protected Christian Financial Perspectives Podcast Cover Art

Are You Protected

Published on 11/12/2019 Posted in CFP Podcast

Bob and Mary Jo discuss basic household insurance, commonly referred to as Property & Casualty (or P&C for short). Insurance is one of those things we know we need, but we always seem to buy it reluctantly. Some may view it as a necessary evil, while others may view it as a commodity and opt to shop on price alone. However, some insurance is more than just insurance, it's real protection. It's peace of mind knowing that you, your loved ones, and your worldly goods are covered.

Paper money and coins titled What's Your Money Style Christian Financial Perspectives Podcast Cover Art

What’s Your Money Style

Published on 11/05/2019 Posted in CFP Podcast

Everyone has a story to tell about their history with money, but we also have a money style that may stem from this history. Our money style tells us who we are and how we view our money. Only when we begin to understand what drives our behavior when it comes to money decisions can we begin to make changes.

What’s Your Money History

Published on 10/29/2019 Posted in CFP Podcast

Money is an emotional topic, and everyone has a money history, whether they realize it or not. Bob and Mary Jo discuss their financial past and how it changed the way that they view money today. They explore money histories and how it impacts behavior.

Financial Strategies for Small Business Owners

Financial Strategies For Small Business Owners

Published on 10/22/2019 Posted in CFP Podcast

As financial advisors that serve other small businesses every day, Bob and Mary Jo understand the small business owner and want to help. This episode covers small business owners' long term financial interests and applying wisdom to the decisions they make today for a bright future.

Loss of a Spouse Episode Cover Image

Loss Of A Spouse

Published on 10/15/2019 Posted in CFP Podcast

Bob and Mary Jo discuss the loss of a spouse. Having been financial advisors for many years, they both have dealt with clients who have experienced the life changing event of losing a spouse through death or divorce. Whether you fit in this category or not, you may know someone who does so we invite you to listen and share with anyone you may know dealing with a loss or about to.

Integrating Faith and Finances Episode

Integrating Faith And Finances

Published on 10/08/2019 Posted in CFP Podcast

In this podcast, Bob and Mary Jo answer three questions about integrating your faith with your finances.

Is it okay for Christians to be financially successful?
Purpose vs Profits - can you invest for both?
Why the decline in individual generosity?

Tax Efficient Tithing Strategies

Tax Efficient Tithing Strategies

Published on 10/01/2019 Posted in CFP Podcast

Bob and Mary Jo are joined by special guest and brother in Christ, John Madison, CPA. John is the owner and founder of Dayspring Financial Ministry, a biblical financial counseling and coaching ministry. John explains the more tax efficient ways that we can donate to charity given the current tax laws.

Got Questions We Have Answers

Got Questions? We Have Answers!

Published on 09/24/2019 Posted in CFP Podcast

As Wealth Advisors, Bob and Mary Jo are continually asked both hard and easy questions. However, they get many of the same questions over and over as clients strive to find contentment with their financial situation(s). With this in mind, this episode covers some more of the top questions that many financial advisors, like Bob and Mary Jo, are asked on a daily basis.

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  • About
      • Our Team
      • What We Believe
          • Our Guiding Principles
          • Our Investment Principles
        • Close Menu
      • How We Are Paid
      • How We Are Different
      • Values Based Investing
      • CIS Wealth?
    • Close Menu
  • Services
      • Fees and Service Tiers
      • Investment Management
      • Financial Planning
      • Retirement Planning
      • Estate Planning
      • Planned Giving
      • Trust Services
    • Close Menu
  • Education
      • All Articles
      • Monthly Bullet Points
      • Monthly Financial Newsletter
      • Podcast
      • What The Bible Says About Finance
    • Close Menu
  • Locations
      • New Braunfels, Texas
      • Land O’ Lakes, Florida
    • Close Menu
  • Client Logins
  • Schedule a Meeting
Schedule a Meeting