This episode begins part 1 of our 2 part series on “20 Money Principles for 2020” to help you become more financially successful, with an emphasis on what the Bible says about financial issues.

Do you have the desire and courage to be a generous giver? In this episode, we look at various ways to financially give to those causes closest to us. The Bible teaches us to pursue a life that imitates Jesus, and what better way than by being a generous giver?

We look at some year end tax planning tips for this year that need to be incorporated as soon as possible, as well as some that might benefit you over the course of a lifetime. There are no guarantees in life but one thing we can all probably agree on is that taxes will only go up and deductions will only become fewer in the years to come.

Bob and Mary Jo discuss the importance of having an excellent credit rating. A credit rating is not only used when buying a car, home, or applying for a credit card, but it is also used by insurance companies determining rates, employers determining whether to hire you, landlords determining rent, and even utility companies determining a deposit.

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.

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.

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.

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.

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.

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.