148 – Integrative Financial Planning – How It’s Different Today

Podcast Episodes

Integrative financial planning is a huge part of Christian Financial Advisors through primarily a tool called eMoney. We try to make your investment and financial planning as easy as possible through online tools that are easily accessible 24/7. So, what exactly makes eMoney so great? Bob and Shawn go step by step through an eMoney profile to break down exactly how the program is used and how Christian Financial Advisors uses this platform to create and show clients a financial plan.

Whether you are planning on saving college money for kids and grandkids, or you just need a place to start with creating retirement funds, integrative financial planning is a great place to start. We are here to help clear up any confusion or questions surrounding this process!

147 – Tools Needed In Your Financial Toolbox

Podcast Episodes

Click below to listen to Episode 147 – Tools Needed In Your Financial Toolbox https://media.blubrry.com/christianfinancialperspectives/content.blubrry.com/christianfinancialperspectives/Episode_147-Final-Podcast.mp3Podcast: Play in new window | Download | EmbedSubscribe: Apple Podcasts | Google Podcasts | Spotify | Amazon Music | Stitcher | RSS | More Tools Needed In Your Financial Toolbox Learn about the essential tools you should have readily available…

146 – The Different Types Of Financial Advisors

Podcast Episodes

Bob and Shawn discuss the many types of financial advisors that exist in our world today. Not all financial advisors are the same, just like not all doctors are the same. And just like with doctors, financial advisors can be all encompassing (like a general practitioner), or they can focus on one area like a podiatrist would (for example, financial planning). It is important to know the type of financial advisor you are working with, understanding their limitations, knowing their specialties, and finding one that hits all the checkboxes for your financial and investment needs.

Along with being all encompassing or having a more generalized focus, there are also different ways that financial advisors are paid. This is an important feature to consider when choosing an individual or firm that has your financial future in their hands. Bob and Shawn discuss all of the above by breaking it down into a way that is easy to understand.