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Home » Podcast Episodes » Page 23

19 Financial Wellness Tips for 2019 (1)

19 Financial Wellness Tips for 2019

Published on 02/26/2019 Posted in CFP Podcast

January isn't the only time to make positive changes! We all know how hard making changes and incorporating new habits can be, especially when it comes to finances. However, there's no time like the present. When you develop a stewardship mentality, you are poised to go on an unforgettable adventure with God.

Top 15 Client Questions

Top 15 Client Questions

Published on 02/19/2019 Posted in CFP Podcast

Here at Christian Financial Advisors, we get a lot of great questions on a daily basis from clients, and many of these questions are the one and the same. Bob and Mary Jo decided to record a program based on the most common questions that we receive as financial advisors.

Understanding Qualified Retirement Plans Part 2

Understanding Qualified Retirement Plans Part 2

Published on 02/12/2019 Posted in CFP Podcast

In Part II of our series, Understanding Qualified Retirement Plans like IRA's, Roth IRAs, 401k's, 403b's, SEP IRAs, SIMPLE IRAs and Required Minimum Distributions (RMDs). Bob & Mary Jo discuss the specifics and the rules associated with each type of plan.

Understanding Qualified Retirement Plans Part 1

Understanding Qualified Retirement Plans Part 1

Published on 02/05/2019 Posted in CFP Podcast

Bob & Mary Jo discuss the history of retirement planning from social security to company pension plans as well as complete breakdowns of various retirement plans.

CFP Timothy Plan Interview

The Timothy Plan with Guest Art Ally

Published on 01/29/2019 Posted in CFP Podcast

This week, Bob and Mary Jo interview a special guest and long time friend and Christian brother, Art Ally. Art is The Founder, President & CEO of The Timothy Plan Mutual Funds, a fund family categorized as a Biblically Responsible Investment (BRI).

eVALUEator Tool with Guest Dave Hart

eVALUEator With Guest Dave Hart

Published on 01/22/2019 Posted in CFP Podcast

This week, Bob and Mary Jo interview David Hart, the president of sales and marketing for eVALUEator services. eVALUEator is a tool for screening investments according to morally and biblically-responsible values. It is a tool for giving investors knowledge and the ability to be a good steward and stay away from various activities.

The Need for Financial Planning

The Need for Financial Planning

Published on 01/15/2019 Posted in CFP Podcast

Would you take a road trip without a map or GPS? In this episode, Bob and Mary Jo cover the many reasons for needing financial planning. Financial planning is the process of wisely managing your finances so that you can achieve your dreams and goals – quite simply, a map to get you to the financial future you desire.

Christian Financial Perspectives Podcast Cover Art of exhausted couple with stacked papers titled Procrastination

Procrastination

Published on 01/08/2019 Posted in CFP Podcast

Many find themselves in a revolving cycle of of putting off financial matters that need to be done. Could you be in this cycle? Bob and Mary Jo talk about one of the main reasons for financial failure in almost every area of your finances - procrastination.

Setting Financial Goals

Setting Financial Goals

Published on 01/01/2019 Posted in CFP Podcast

What are your financial goals and what have you done to help make them happen? This week, Bob and Mary Jo offer tips and advice that may give an extra advantage when it comes to fulfilling financial goals.

Episode 14 National Christian Foundation with Ryan Assunto

National Christian Foundation with Guest Ryan Assunto

Published on 12/19/2018 Posted in CFP Podcast

In this episode of Christian Financial Perspectives, Bob and Mary Jo discuss the joy of giving. Also joining Bob and Mary Jo is Ryan Assunto, the President of the National Christian Foundation Austin (NCF).

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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