It's All in the Family Part 2

Episode 26 – It’s All in the Family Part 2 of 2

In Part 2 of our 2 part series “It’s All In The Family”, Bob and Mary Jo discuss the importance of having financial conversations with your spouse in a sensitive and productive way. Having these conversations is usually anything but easy. So, in order to better provide a simple way to begin these conversations, Bob and Mary Jo offer “10 Tips for Talking With Your Partner About Money”.

It's All in the Family Part 1

Episode 25 – It’s All in the Family Part 1 of 2

Talking about finances can be a taboo subject that is difficult to discuss. This difficulty is multiplied when it comes to discussing current financial situations and a financial future family members. In Part 1 of our 2 part series “It’s All In The Family”, Bob and Mary Jo discuss the importance of having these financial conversations with family members – specifically one’s parents and one’s children.

Retirement Plan Rollover Choices

Episode 24 – Retirement Plan Rollover Choices

The one constant in this world is change. Change happens whether we are ready for it or not. You just left your current job and have moved on to a new company or maybe you are retiring. Are you wondering what to do with your old 401(k) or other type of company retirement plan?

19 Financial Wellness Tips for 2019 (1)

Episode 23 – 19 Financial Wellness Tips for 2019

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

Episode 22 – Top 15 Client Questions

Here at CIS Wealth Management Group, 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

Episode 21 – Understanding Qualified Retirement Plans Part 2

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.

CFP Timothy Plan Interview

Episode 19 – The Timothy Plan with Guest Art Ally

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

Episode 18 – eVALUEator With Guest Dave Hart

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

Episode 17 – The Need for Financial Planning

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.