Click on any of the episodes below to listen.
158 – Benefits Of Using A High-Tech Financial Advisory Firm
Just in the past 5 years, technology has changed immensely to allow Christian Financial Advisors to better serve clients all over the United States, not just locally. The Covid-19 pandemic really pushed the ability to serve individuals without having to meet face to face. Through Zoom and other video chatting platforms, Docusign and online document signing programs, and sharing important information all online through secure vaults, Christian Financial Advisors can serve clients no matter where they reside.
It’s so important in today’s day and age to have the ability to access paperwork, documents, and your financial advisor quickly and efficiently. All you need is internet access. Tune in to see how we are better able to serve our clients through the use of modern technology platforms AND why it’s so important to use a high tech financial advisory firm.
157 – Summer Vacation Financial Tips and Tricks
Bob and Shawn break out some of their favorite financial advice when it comes to traveling. Summer is right around the corner, which means a vacation is in the works for most of us. Vacations can end up stressful and take a huge toll on a wallet. However, if you plan ahead correctly, then it doesn’t have to be as heavy on your finances as you might have expected. From booking a place with a kitchen to staying local, Christian Financial Advisors provides some great and easy ways to help you save money on your next summer vacation – or just any vacation!
156 – Life’s 6 Financial Stages Part 2
In part two of two, Bob and Shawn discuss the last 3 of 6 financial life stages based on finances, lifestyle, and age. We have advice and recommendations for each stage of life, especially when it comes to financial planning during this time. Not everyone will fit exactly into these 6 financial life stages, but you will find common factors in most of them! From starting a new family to coming into retirement, there are key takeaways here for everyone.
All of our advice comes from decades of experience with clients at Christian Financial Advisors. For these last 3 life stages, this includes everything from having a trusted power of attorney to investing more conservatively in your older age. Listen in to discover which financial life stage you are currently in and how you can get a better handle on your finances!
ABOUT CHRISTIAN FINANCIAL PERSPECTIVES
Christian Financial Perspectives started in 2018 with the goal of educating listeners on what God’s Word says about money. The Bible can provide a foundation for all of our money management principles and all of the basics for financial planning and how to create a financial wellness plan for you and your family. All we have to do is look for it, and it’s there! Scripture speaks on how to invest, how to handle money on a daily basis, paying taxes, and so much more. There really are very few people talking about this right now, and we are excited to be bringing this information to people all over the world through our Christian financial podcast.