• Form CRS | Client Logins | (830) 609-6986

Christian Financial Advisors®
  • 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
Call Meet Menu

Archives

Home » Podcast Episodes » Page 8

Financially Handling The Loss Of A Spouse

Published on 08/14/2023 Posted in CFP Podcast

Bob and Shawn discuss the often-difficult topic of managing finances after the loss of a spouse, either through death or divorce. With compassion, they explain the necessity of understanding your financial picture, such as incoming and outgoing monthly expenses and overall assets and liabilities. As always, they highlight the importance of working with a fiduciary financial advisor who can provide impartial advice, free from conflicts of interest.

The importance of keeping personal finances confidential to avoid potential exploitation by distant relatives or friends is also mentioned. Throughout the episode, they share relevant biblical scriptures to provide comfort and guidance.

Unlock The Optimal Time For Claiming Social Security

Published on 08/08/2023 Posted in CFP Podcast

Bob and Shawn delve into the complexities of deciding when to take Social Security. They discuss factors to consider when taking Social Security such as your current age, anticipated lifespan based on family history, potential income sources, and whether you're still working. Bob emphasizes the importance of calculating the breakeven point for starting Social Security benefits early versus later, factoring in the time value of money.

They also touch on political implications and uncertainties surrounding the future of Social Security. As always, Bob and Shawn reference Biblical scriptures, tying financial decisions to faith-based values.

A Secular VS A Christian Worldview Of Finances

Published on 07/31/2023 Posted in CFP Podcast

How do you view your finances? Is it through a secular or a Biblical lens? Find out by listening to Bob and Shawn discuss the stark differences between a secular and Christian worldview of finances. They share 14 fundamental contrasts, tackling concepts like ownership, control, contentment, decision-making, needs, generosity, fair wages, honesty, and investment choices.

Drawing from Biblical teachings, this episode challenges the self-centeredness of the worldly view, advocating instead for an outlook that recognizes God as the ultimate provider and owner of all wealth. Bob and Shawn encourage listeners to align their financial practices with their Christian values, hopefully turning wealth management into a spiritually enriching endeavor.

Navigating The Minefields Of Sudden Wealth Part 2

Published on 07/24/2023 Posted in CFP Podcast

Welcome to part 2 of our series on Sudden Wealth, where Bob and Shawn continue their discussion on "Navigating the Minefields of Sudden Wealth". They dive into the dangers associated with sudden wealth, and how to manage it wisely with topics like entitlement, arrogance, and becoming a target for manipulation due to newfound wealth.

While sudden wealth is a blessing, there are also many pitfalls that may surround it. Therefore, Bob and Shawn emphasize the importance of Biblical teachings in handling wealth responsibly. The episode also touches on the idea of testing inheritors with a 'pre-inheritance' to gauge their financial responsibility.

Navigating The Minefields Of Sudden Wealth Part 1

Published on 07/17/2023 Posted in CFP Podcast

In part 1 of our 2 part series on Sudden Wealth, Bob and Shawn discuss the complex issues around sudden wealth, common sources, and frequent pitfalls. Exploring this from a Biblical perspective, they emphasize stewardship and wise decision-making. Some common sudden wealth sources, including inheritances, property value increase, oil and gas discovery, and divorce settlements are discussed.

They outline common mistakes such as failure to pre-plan for taxes, misunderstanding how quickly money can be spent, and impulsively buying depreciable assets. They strongly advocate for careful planning, caution, and seeking advice to successfully navigate this tricky financial terrain.

10 Bible Verses To Guide Your Investment Decisions

Published on 07/10/2023 Posted in CFP Podcast

In this episode of Christian Financial Perspectives, hosts Bob Barber and Shawn Peters discuss the integration of Christian values into financial strategies by exploring ten Bible verses that have to do with finances and stewardship. They highlight the importance of Biblically responsible investing and avoiding companies involved in unethical practices.

The episode emphasizes slow and methodical wealth-building, the significance of diversification, and the perils of borrowing to invest. It also encourages seeking wise counsel in financial matters and making prayerful choices, because for a Christian, financial decisions should also be spiritual decisions.

Declaring Your Own Financial Independence Day

Published on 07/03/2023 Posted in CFP Podcast

On July 4, 1776, our American forefathers signed the Declaration of Independence to officially declare the United States' intentions of being independent from Great Britain. In this episode, hosts Bob Barber and Shawn Peters discuss the concept of 'Financial Independence' and explore this theme in light of Independence Day, drawing a connection between the holiday's historical roots and one's financial liberation.

The conversation is framed within the context of biblical teachings, particularly Philippians 4:11-13. They present two sides of financial independence: the spiritual aspect, emphasizing contentment and independence from materialism and social influence, and the physical aspect, which includes saving, becoming debt-free, and downsizing.

Using Emotions As An Investment Strategy

Published on 06/27/2023 Posted in CFP Podcast

When we hear descriptions from news outlets about the stock market, newscasters love using big words that play on our emotions. Words such as skyrocketing and plummeting are often in their vocabulary. However, instead of playing on the emotions that words like this evoke, what if we used that information to help understand the stock market better?

Bob and Shawn discuss our much talked about “Cycle Of Market Emotions” chart. By understanding the rollercoaster cycle of emotions when it comes to the stock market, only then can we better anticipate and control our decisions because they are based on information gathered instead of emotions felt.

What’s Your Financial Personality

Published on 06/19/2023 Posted in CFP Podcast

What type of financial personality are you? You can find out in this episode where Bob and Shawn cover the different types of financial personalities out there. They have divided them into four financial categories that seem to cover most types of people. You might be a…

1. Saver
2. Spender
3. Giver
4. Investor

For most people, one category is usually more dominant. Once you figure out which category you dominate, then you can better understand how to spread your finances out a little more over all of these financial areas and not just one.

Avoid These Financial Mistakes

Published on 06/13/2023 Posted in CFP Podcast

Buckle up for this great episode on avoiding some of the top financial mistakes that are commonly seen by Bob and Shawn. They have pulled from their past experiences and from the experiences of clients to create a list that can help you avoid these costly financial mistakes in the future.

These financial mistakes include the error of taking financial and investment advice from anyone other than a financially successful individual or a financial advisor (which both Bob and Shawn have friends and clients to which this has happened), as well as more common ones like avoiding procrastination. Before these happen to you, listen in so you can try and avoid these top financial mistakes!

Newer posts Older posts

Recent Episodes

  • A Biblical Worldview of Tithing and Giving
  • A Biblical Worldview of Money and Wealth
  • Donor Advised Funds: Give More, Save More
  • Year End Tax Strategies for 2025
  • The Basic 4 Uses of Money

Episode Archive

About Our Firm

Christian Financial Advisors serves clients nationwide with our headquarters in New Braunfels, Texas, located between Austin and San Antonio. Our focus is guiding you toward your financial goals by integrating Christian-based advice into financial planning, retirement planning and investment management.

LEARN MORE

  • About Us
  • What We Believe
  • Services
  • Fees & Service Tiers
  • Investment Services
  • Contact

Schedule A Meeting

Schedule an appointment right from your phone or computer with our online calendar tool.

SCHEDULE A MEETING

Keep In Touch

© Copyright 2026 Christian Investment Advisors Inc. All Rights Reserved. View our Privacy Policy.
Investment advisory services offered through Christian Investment Advisors Inc dba Christian Financial Advisors® (herein referred to as “Advisor”), a Registered Investment Advisor registered with the SEC. Registration as an investment adviser does not imply a certain level of skill or training.
Advisor and its representatives are in compliance with the current filing requirements imposed upon registered investment advisors by those jurisdictions in which Advisor maintains clients. Advisor may only transact business in those states where it is registered or qualifies for an exemption or exclusion from registration requirements. Advisor’s website is limited to disseminating general information about its advisory services and access to additional investment-related information, publications, and links. Accordingly, the publication of Advisor’s website on the Internet should not be construed by any consumer and/or prospective client as Advisor’s solicitation to effect or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Advisor with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information about the registration status of Advisor, please contact the SEC, FINRA, or the state securities regulators for those states in which Advisor maintains a filing.
A copy of Advisor’s current written disclosure statement discussing Advisor’s business operations, services, and fees is available from Advisor upon written request. Advisor does not make any representations or warranties regarding the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Advisor’s website or incorporated herein and takes no responsibility, therefore. All such information is provided solely for convenience purposes only, and all users thereof should be guided accordingly.
Past performance may not be indicative of future results. Therefore, no current or prospective client should assume that the future performance of any specific investment or investment strategy (Including the investments and/or investment strategies recommended or undertaken by Advisor) made reference to directly or indirectly by Advisor on its website or indirectly by a link to an unaffiliated third party website, will be profitable or equal the corresponding indicated performance level(s). Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for a client or prospective client’s investment portfolio.
Certain portions of Advisor’s website (i.e. newsletters, articles, commentaries, etc.) may contain a discussion of, and/or provide access to, Advisor’s (and those of other investment and non-investment professionals) positions and/or recommendations of a specific prior date. Due to various factors, including changing market conditions, such discussion may no longer be reflective of current position(s) and/or recommendations(s). Moreover, no client or prospective client should assume that any such discussion serves as the receipt of, or a substitute for, personalized advice from Advisor or any other investment professional. Advisor is neither an attorney nor an accountant, and no portion of the website content should be interpreted as legal, accounting, or tax advice.
To the extent that any client or prospective client utilizes any economic calculator or similar device contained within or linked to Advisor’s website, the client and/or prospective client acknowledges and understands that the information resulting from the use of any such calculator/device, is not, and should not be construed, in any manner whatsoever, as the receipt of, or a substitute for, personalized individual advice from Advisor, or any other investment professional.
Advisor may provide links from this Site to a non- Advisor Website or permit a link from a non- Advisor Website to this Site. Such links are for your convenience only and do not imply any affiliation with or an endorsement, authorization, sponsorship, or promotion of the non- Advisor website or its owner. Advisor does not control or review any link and accepts no responsibility for the content, products, or services provided at these linked websites. If you decide to access such non- Advisor Websites, you do so solely at your own risk, and you should be aware that non- Advisor websites are governed by their own terms and conditions and privacy policies. Links to this site may be made only with the permission of Advisor. A link to this Site may be permitted at Advisor’s discretion, where, without limitation, such link (a) is to this site’s homepage, (b) clearly informs users that the link is to the Advisor’s Website, (c) does not imply any affiliation, endorsement, sponsorship or other relationship between the link Advisor Website or the Website owner and Advisor, (d) delivers this site’s Content without framing, or similar environment, and (e) maintains the integrity of this site’s layout, content and look and feel. Advisor reserves the right in its sole discretion to refuse permission or to cancel permission to link to this site at any time.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
  • 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