Podcast appearances and mentions of Edward Jones

In this episode of The Mark Haney Show, I sit down with Lucas Mijares, Co-Founder and CEO of Zion Capital, a fast-growing wealth management firm now managing over $250 million in assets. Lucas shares how he went from knocking doors in a suit to launching a high-trust boutique firm grounded in values, stewardship, and grit.

Meet financial advisor Eric La Manna as he breaks down what investing really means, especially for those over 50 pivoting to remote work or business ownership. He shares smart metaphors, clears up the mystery around cryptocurrency & explains how to approach retirement planning when you're self-employed.You'll learn:Why picking investments is like choosing how you get to workWhat cryptocurrency actually is—and why younger investors are drawn to itThe difference between short-term fear and long-term market trendsRetirement planning tips for freelancers and small business ownersThe one thing more important than your investment choices: having a planSome Key Takeaways:1. Start Where You Are, Even If You're Late to the Game It's never too late to start planning for retirement. 2. Know Your Risk Tolerance and Time Horizon Understanding how much risk you're comfortable with and how much time you have until retirement is critical3. Diversify, Don't Gamble Cryptocurrency and individual stocks can play a role, but Eric stresses the importance of diversification and caution. 4. Plan with Purpose Retirement isn't just about money — it's about the lifestyle you want. You don't need to be a financial expert to get started but you do need clarity on where you're headed. If you want a companion on that road Eric's someone who brings wisdom without the jargon.Click here to get the full show notes: Investing in Uncertain Times for Folks 50+Want to connect with Eric La Manna?Visit: http://www.edwardjones.com/eric-lamannaCall: (832) 592-0041Eric La Manna is a financial advisor with Edward Jones in The Woodlands, TX. He began his career in financial services in 2006 in California, and in 2019 opened his personal practice with Edward Jones. Eric holds the Accredited Asset Management Specialist designation. He focuses on helping individuals, families, and business owners simplify and organize their financial lives, along with financial goal planning.Host Camille Attell is a remote work strategist, career coach, and the host of The Remote Work Retirement Show. After leaving a 20-year corporate career, she transitioned to a flexible, location-independent lifestyle and has since helped thousands of professionals do the same. Through her Remote Work School program, Camille empowers mid-career professionals and retirees to find meaningful remote work opportunities, build financial security, and design a work-life on their own terms.Take her FREE remote work training: www.camilleattell.com/remote-trainingLearn how to leverage your digital products or service:www.camilleattell.com/remoteworkschoolClick below to connect with Camille online:Instagram: @camille.attellLinkedin: Camille Attell, MARead more about the RV and Remote Work Lifestyle at https://www.morethanawheelin.com/

Episode: 2426 Charles Dow and the Creation of the Dow Jones Industrial Average. Today, an "average" guy.

Bryan Barrett talks with Edward Jones financial advisor Lee Colvin, who gives us ways to be alert for caregiver financial abuse.

Do you have a parent or other elderly relative who may soon need a caregiver? If so, be diligent when selecting the right person for the job — because choosing the wrong one could lead to big financial problems.

Joan Fernandez is a former senior marketing executive and general partner of the financial powerhouse Edward Jones. In 2018, she retired from a 30+ year career to be a full-time writer. Since leaving the corporate world, she's become a member of the Historical Novel Society, the Author's Guild, and the Women's Fiction Writers Association (WFWA). In April 2020, she founded a Historical Fiction affinity group within WFWA that grew from a handful of people to nearly two hundred authors. Her debut novel, Saving Vincent: A Novel of Jo van Gogh, has just come out — and I had the great privilege of coaching Joan at two points in her long process of writing this book so I had a front row seat to the deep work she did to bring this story to life. Writing about a real person has some particular challenges, and we get into that here.I'm so excited to share our conversation today.Links from the Pod:Historical Novel Societythe Authors GuildWomen's Fiction Writers Association (WFWA)Top Five Regrets of the Dying, Bronnie WareFind Joan at www.joanfernandezauthor.com, or on IG at @joanfernandezauthorWriters and readers! KJ, here. If you love #AmWriting—and I know you do—and especially if you love the regular segment at the end of most episodes where we talk about what we've been reading, you will also love my weekly #AmReading— find it at kjdellantonia.com or kjda.substack.com or by clicking on my name on Substack, if you do that kind of thing. Your #tbr won't be sorry but also: DID YOU KNOW SARINA BOWEN's LATEST BOOK IS OUT NEXT WEEK? That means if you preorder NOW—next week you gets to do a happy dance! Rowan Gallagher is a devoted single mother and a talented architect with a high-profile commission restoring an historic mansion for the most powerful family in Maine. But inside, she's a mess. She knows that stalking her ex's avatar all over Portland on her phone isn't the healthiest way to heal from their breakup. But she's out of ice cream and she's sick of romcoms. Watching his every move is both fascinating and infuriating. He's dining out while she's wallowing on the couch. The last straw comes when he parks in their favorite spot on the waterfront. In a weak moment, she leashes the dog and sets off to see who else is in his car. Instead of catching her ex in a kiss, Rowan becomes the first witness to his murder—and the primary suspect.Digital books at: Amazon | Nook | Apple Books | Kobo | Google Play | Audible Physical books at: Bookshop.org | Amazon | Barnes & Noble | Indigo | More paperback links here! This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit amwriting.substack.com/subscribe

If you're adding a child to your family, it's an exciting time, and you have much to anticipate. Of course, this new addition will bring many changes in your life, so you'll want to be prepared — especially in terms of your finances.

Bryan Barrett talks to Edward Jones financial advisor Lee Colvin about stops on the road to financial stability.  

The Bible contains more than 2,300 verses related to money and possessions—a staggering number. But it's not because money is the most important topic. Rather, it's because money is one of the most accurate indicators of what's going on in our hearts.If you explore this subject, you'll find stats like “1 out of every 7 verses in which Jesus speaks involves money,” or “11 of His 39 parables are about money.” While I'm not sure if those stats are accurate, it is true that Jesus mentions money a lot. However, His teaching is rarely about money itself. It's always about something bigger, looming in the background.Money isn't just a resource; it's a reflection. It reveals our priorities, fears, hopes, and values. Whether we live paycheck to paycheck or have significant wealth, we all wrestle with what money means to us. That's why Jesus said in Matthew 6:21, “For where your treasure is, there your heart will be also.”From personal stress to relationship breakdowns, money often acts like a magnifying glass. It brings underlying values to the surface. For example, in marriage, financial tension is often less about dollar amounts and more about differences in values, such as security versus spontaneity, generosity versus comfort, and planning versus pleasure.Every Financial Decision Is a Spiritual OneEven small spending decisions carry spiritual weight. That morning latte? Those new shoes? They may seem trivial, but they reflect priorities. Matthew 6:24 reminds us that “no one can serve two masters…you cannot serve God and money.”This doesn't mean we can't enjoy God's provision. In fact, Ecclesiastes 3:12–13 says, “There is nothing better…than to be joyful and to do good…also that everyone should eat and drink and take pleasure in all his toil—this is God's gift.” However, that enjoyment must be balanced with the bigger picture: Are our financial decisions aligned with God's heart?In marriages and relationships, conflicting values around money are common, and they're not necessarily wrong. One spouse may dream of traveling to create family memories, while the other may want to boost their retirement savings. Both can honor God. The key is discovering common ground and inviting God into the conversation.Howard Dayton, the previous host of this program, used to say, “It's hard to quarrel when you're praying together.” Prayer aligns our hearts before we try to align our plans. Through honest conversations and mutual respect, differences can become opportunities for growth rather than division.If money disagreements persist, don't hesitate to bring in wise, biblical counsel. A financial advisor—especially a Certified Kingdom Advisor®—can help couples or individuals uncover shared goals and develop a plan that honors God and promotes unity.The Bottom Line: God Wants Your HeartWhether you're facing a tough decision or navigating financial tension in your home, remember: it's not ultimately about the money. God is after your heart. And when your heart is surrendered to Him, your financial decisions will reflect that trust.So whatever you're facing today, don't walk through it alone. Pray. Talk. Seek wisdom. And above all, treasure Christ above all else. When He has your heart, everything else—including your finances—will follow.On Today's Program, Rob Answers Listener Questions:I have a credit card with a $9,300 balance and would like to know how to pay it off quickly while minimizing high-interest charges.I have an annuity and IRAs with Edward Jones that I'm unhappy with due to low performance and high fees. I'm considering moving my investments to Schwab or another financial institution and want advice on how to manage my approximately $500,000 in investable assets.I currently have two certificates of deposit and would like to know if I should liquidate them and open an IRA instead.Resources Mentioned:Faithful Steward: FaithFi's New Quarterly MagazineWisdom Over Wealth: 12 Lessons from Ecclesiastes on Money (Pre-Order)Look At The Sparrows: A 21-Day Devotional on Financial Fear and AnxietyRich Toward God: A Study on the Parable of the Rich FoolFind a Certified Kingdom Advisor (CKA) or Certified Christian Financial Counselor (CertCFC)FaithFi App Remember, you can call in to ask your questions most days at (800) 525-7000. Faith & Finance is also available on the Moody Radio Network and American Family Radio. Visit our website at FaithFi.com where you can join the FaithFi Community and give as we expand our outreach.

Achieving financial stability doesn't happen overnight — it takes a journey. And, as with every journey, you'll need to make some stops along the way. These stops, or milestones, can tell you how far you've gone — and where you need to go next.

Are you concerned about debt? It's important to recognize this, but, at the same time, you may have more ways of gaining control of your debt situation than you had realized.

How do you know how much boat you can afford? How can you be sure you'll have enough money left after the Loop for the rest of your retirement? And how can you make sure the money you've saved for the Loop goes as far as possible? Join us for this episode of the Great Loop Radio podcast as Cathy Aull, Certified Financial Planner with Edward Jones, discusses how to plan for the financial aspects of Looping.

Glenn Israel reached a point where he recognized that, as an employee, he was limited in his ability to serve clients and grow his business. So he left Edward Jones to launch GFI Wealth Partners and shares what he learned in the transition process, what he can do differently in independence, and more.

Bryan Barrett talks with Edward Jones financial advisor Lee Colvin about some best ways to pay down debt.

The financial markets always go through periods of instability. And we may see more of that now, given concerns about tariffs, inflation and the economy. As an investor, how can you deal with this volatility?

In this episode, Don and Tom address the market's recent correction—without ever saying the “D-word.” They explain how global diversification cushions the blow, why balanced portfolios aren't as battered as headlines suggest, and how reacting emotionally is the real danger. They also dive into classic investing mistakes, like stock concentration and chasing headlines, and share guidance on rebalancing thresholds. Listener questions include when to rebalance, how to strategically tap accounts in retirement, and whether it's time to break up with Edward Jones (spoiler: it is). 0:04 “D-word” banter and market correction intro 1:24 The $5 trillion “missing” from markets—why it's not doomsday 2:10 Tariffs, uncertainty, and what markets hate most 3:29 Year-to-date performance: S&P 500, total U.S., and global portfolios 4:56 Diversification works—global value stocks still positive 5:14 Media panic vs. reality—why not watching CNBC is a good move 6:11 Real portfolio check-in: diversified and down just 5% 7:36 What to do when the market drops—don't panic 8:00 “It's different this time”—but not really 9:35 Risk check: how much are you really taking? 10:43 Concentration risk: why individual stocks and tech are volatile 11:50 Tesla and Apple tank—example of why you diversify 13:45 Expert noise: Bill Gross vs. Ed Yardeni—ignore both 15:54 Market predictions: why you should tune out “legendary” investors 16:31 Jason Zweig's pyramid of regret—make small, smart moves 18:28 Tariffs aren't good, but they're also not the end 20:19 Listener Patty asks: When should I rebalance? (5–10% rule explained) 25:31 Listener Karen asks: Which account should I draw from in retirement? 33:07 Listener Dan asks: Should I still sell stocks and buy ETFs? (Yes.) 35:21 Listener Frank asks: Is it time to stop trading with Edward Jones? (Absolutely.) Learn more about your ad choices. Visit megaphone.fm/adchoices

On today's episode. I talk about john edward jones. Who lost his life while exploring the nutty putty cave. Back in 2009

 Afraid to check your 401(k)? Any chance you're avoiding the markets since President Trump's tariffs kicked off this last Thursday? The shop digs into why every other Pie-Chart Investor like Edward Jones and Charles Schwab are sinking in the red while we're still swimming in the green (thanks to Don's hard work on Liberation […] The post The Perils of the Poisonous Pie Chart | Your Money Podcast – Episode 541 appeared first on Revere Asset Management.

Today, Tracy and Cathrine take on How to Enjoy Life through Financial Stability 1. 5 Benefits of Financial Stability Inspired by this article in Prosperity Awaits, the gals discuss the key benefits of being financially stable, including reduced stress, greater freedom, and the ability to give generously. 2. How Downsizing Can Help Regain Financial Footing Cathrine's Story – Selling her house and the financial relief it brought. Tracy's Story – Real-life experiences of financial struggles: Stretching $20 to feed seven people for a week and encountering someone with an overflowing cart. The humbling moment of a declined debit card. When even a gym membership card was declined! The unexpected kindness of a stranger who paid for her groceries. 3. Plan for Retirement – KNOW YOUR NUMBERS Sit down with a financial planner, family member, or even just a notebook and calculator to assess your situation. Understand your savings (IRA, 401k, etc.), Social Security benefits, pensions, and potential work options. Taking proactive steps now can create financial peace for the future. Inspirational Scripture "Honor the Lord with your wealth and with the first fruits of all your increase; then your barns will be filled with plenty, and your vats will overflow with new wine." – Proverbs 3:9-10 Call to Action ✅ KNOW YOUR NUMBERS – Consider taking advantage of a free financial consultation with Edward Jones or another trusted financial advisor. ✅ Subscribe & Share – If you found this episode helpful, send it to a friend who could use encouragement in their financial journey!

Bryan Barrett talks with Edward Jones financial advisor Lee Colvin and shares some financial spring cleaning tips.  

 Heads or Tails, folks? Who's betting on red? When you work with a Pie Chart Advisor™ like Edward Jones or Fidelity, it's all a big game of chance! The shop digs into why all the big-name shops are hell-bent on putting you into downtrending sectors (at great cost to you!) and why you can't […] The post I INSTANTLY Became Profitable When I Realized THIS | Your Money Podcast – Episode 540 appeared first on Revere Asset Management.

Early in Queen Victoria's Reign saw a series of extraordinary events transpire when a young boy repeatedly broke into Buckingham Palace culminating in him stealing the Queens underwear. In todays episode of the HCCP we look at the story of Edward Jones.Feel free to donate on ko-fi.com/historicalcrimespodcastemail: thehistoricalcrimespodcast@yahoo.com

In this episode, we tackle a topic vital to every Christian family: finances. We're joined by Spencer Thompson, a certified financial planner with Edward Jones, to explore essential financial principles rooted in biblical wisdom.This understanding of God's ownership of all things forms the foundation for our discussion. We'll delve into practical strategies for managing finances in a way that honors God and blesses our families.What You'll Discover in This Episode:[02:23:24] Being a Steward: Understanding our role as responsible caretakers of God's resources.[07:46:24] Giving: Exploring the biblical mandate and joy of generous giving.[14:32:19] Saving: Practical tips for building a financial safety net.[23:27:09] Investing: Approaching investments with wisdom and discernment.[29:22:23] Managing and Eliminating Debt: Strategies for breaking free from financial burdens.Whether you're struggling with debt, seeking to improve your savings, or simply wanting to align your finances with your faith, this episode offers invaluable insights and practical advice.Links MentionedEdward Jones Certification https://careers.edwardjones.com/career-areas/new-financial-advisor/licensing-training-and-support/ 1 Chronicles 29:11-12 ESV https://www.biblegateway.com/passage/?search=1%20Chronicles%2029%3A11-12&version=ESV Related Episode:How can I pray for my family: https://youtu.be/U3e7bUiUXtw **About Upon Further Review**Further Upon Review Podcast takes a deeper look at the topic scene throughout the scripture as your host Cody Kitchen sits down with Doctor John Hall and a special guest to discuss what the scripture says and how are we going to apply it to our lives.

In Hour 1, Chris and Amy speak with Marty Zuniga, President of Pride St. Louis, about Anheuser-Busch's decision to withdraw its sponsorship after more than 30 years. They discuss the impact on the community, the organization's "45 for 45" fundraising campaign, and how companies like BJC and Edward Jones continue to show support.

 Pie Charts, Lie Charts – fact is, diversification is one of the finest tricks big-box advisors like Edward Jones ever pulled, right up until folks started to figure out why buying into bad sectors isn't worth owning. That's why Edward Jones is looking to shake their ‘cookie-cutter' image (but not their trading strategies) as […] The post Can Edward Jones Change Their Ways? | Your Money Podcast – Episode 539 appeared first on Revere Asset Management.

Lena Haas, Head of Wealth Management Advice and Solutions at Edward Jones, joins us to discuss new client expectations, the demand for holistic advice, the evolution of women and wealth, and much more.

Edward Jones is redefining what it means to provide personalized advice. The firm is creating a signature experience where personalized service is not a luxury but an expectation and where the best financial advisors have the tools, capabilities, and technology needed to provide a seamless, sophisticated, and impactful advisory experience. In this episode, Jack Sharry talks with Russ Tipper, General Partner at Edward Jones. Russ leads more than 300 professionals across North America and drives the firm's advisory offerings, including SMAs and UMAs, alternatives, retirement products, and more. Jack and Russ discuss how Edward Jones is doubling down on comprehensive, personalized financial planning, moving beyond point-in-time solutions to ongoing advice. Russ also talks about how the company strategically expands its product offerings, including alternative assets and retirement products, as well as its signature experience and future developments. In this episode: [01:12] - Russ' role at Edward Jones [03:02] - Edward Jones's strategic ambition [05:04] - Personalization at scale [12:24] - Edward Jones' investment in alternative assets [15:19] - Edward Jones' signature experience [19:18] - Future developments and AI integration [22:06] - Russ' career journey [26:04] - Russ' key takeaways [27:13] - Russ's interests outside of work Quotes "We want to help make our clients' needs, wants, and wishes a reality." ~ Russell Tipper  "Our goal is to help our clients move into an advisory perspective and never be stuck in a brokerage account or a legacy model where they can't move because of friction." ~ Russell Tipper "We want to be a highly curated shelf, but we want to offer a choice. The last thing I want to do is for a client to leave their great financial advisor because of a lack of access to a product that would improve their outcome." ~ Russell Tipper Links  Russell Tipper on LinkedIn Edward Jones MoneyGuidePro Envestnet Aladdin by BlackRock  J.P. Morgan Porch Software Capital Group Merrill Lynch Connect with our hosts LifeYield Jack Sharry on LinkedIn Jack Sharry on Twitter Subscribe and stay in touch Apple Podcasts Spotify LinkedIn Twitter Facebook

Ed Jones is the author of, "Medication, Mental Illness, and Murder: What Really Killed the Crespi Twins."  The book, which is set to release in March 2025, chronicles David Crespi's shocking 2006 murders of his 5-year old twin daughters, the role antidepressants may have played in the killings, and his wife Kim's unimaginable journey of trauma and eventual forgiveness. Learn more at https://edwardleejones.com You can Buy Me A Coffee to help support our podcast https://buymeacoffee.com/natehaber

Bryan Barrett talks with Edward Jones financial advisor Lee Colvin about key decisions to consider for retired couples.

The Puritan poet Anne Bradstreet once wrote, “Wisdom without an inheritance is better than an inheritance without wisdom.” These words are just as relevant today as they were in the 17th century, especially as we approach one of the largest wealth transfers in history.It's estimated that Baby Boomers will pass down as much as $68 trillion to their heirs by 2030. But is the next generation prepared to manage this wealth wisely? Research suggests that many are not. Let's explore what this historic transfer means, the potential challenges, and how families can prepare.Biblical Wisdom on Wealth and InheritanceAnne Bradstreet was undoubtedly inspired by Ecclesiastes 7:11-12, which says:“Wisdom is good with an inheritance, an advantage to those who see the sun. For the protection of wisdom is like the protection of money, and the advantage of knowledge is that wisdom preserves the life of him who has it.”While passing down financial assets is important, passing down financial wisdom is even more crucial. However, research shows that many Boomers are not equipping their heirs with the knowledge needed to manage this wealth effectively.A recent study by investment giant Edward Jones found that:48% of Americans plan to leave an inheritance.50% will leave money and property to their children only.36% will pass down assets to both their children and grandchildren.While these numbers show a strong intention to pass down wealth, the study also revealed some concerning trends:Only 27% of Americans have discussed wealth transfer with their heirs.35% said they don't plan to have that conversation at all.That means millions of Millennials and Gen Z-ers may inherit significant wealth without the financial wisdom needed to steward it well. Experts warn that it is more important than ever for families to discuss wealth transfer and seek professional guidance when necessary.Four Common Approaches to Wealth TransferAlthough this is the largest generational wealth transfer in history, not all heirs will receive as much as they might expect. One major reason for this is increasing life expectancy—Boomers are living longer and consuming more of their assets, particularly due to rising healthcare costs.The Edward Jones study identified four main ways wealth is being transferred:1. Traditional GivingThis is the most common method, where parents pass their wealth—cash, stocks, real estate, and other assets—directly to their children. However, conversations are needed to ensure both generations understand the plan. Parents should also be mindful of using enough assets to maintain their own healthy and secure lifestyle in retirement.2. Giving While LivingRather than waiting until death, some Boomers are helping their children and grandchildren now by:Paying for educationAssisting with a home purchaseCovering major expenses like vacations or medical costsWhile this can be a blessing, it also raises concerns. Some heirs may wonder if there will be anything left for them later. Early conversations about financial plans can help alleviate these concerns and ensure realistic expectations.3. Generational SkippingSome Boomers are choosing to pass wealth directly to their grandchildren instead of their children. This may be done to:Pay for educationHelp start a businessSet up an investment accountA surprising one in four respondents in the Edward Jones study believes their grandchildren will be better stewards of wealth than their children. However, skipping a generation in inheritance can strain family relationships. Open communication is key to ensuring no one feels left out or overlooked.4. No Inheritance LeftSome Millennials and Gen Z-ers may find there is little or nothing left for them to inherit. Longer life spans and increasing costs may require Boomers to use up more of their assets in retirement.Financial experts generally recommend retirees withdraw no more than 4% per year from their retirement savings to preserve their assets. However, that may not always be possible, especially with rising medical expenses.How to Prepare for a Successful Wealth TransferOpen and proactive communication is the key to a smooth and responsible wealth transfer. Here are some steps families can take:1. Have the ConversationBoomers should sit down with their adult children and discuss their financial plans. This conversation should include:An overview of assets and how they will be distributedAny expectations about financial responsibilityA discussion of family values regarding stewardship and generosity2. Hold a Family ConferenceOne conversation may not be enough, as financial situations and family needs evolve over time. Regular discussions—perhaps with the help of a financial advisor—can help keep everyone on the same page.3. Seek Professional GuidanceFor families needing help navigating wealth transfer, a Certified Kingdom Advisor® (CKA®) can provide expert financial planning with a biblical perspective. A CKA® can help structure inheritance plans in a way that honors God and ensures responsible stewardship.4. Instill Biblical Financial WisdomMoney management isn't just about numbers—it's about values. Future heirs need to understand that:God owns everything, and we are stewards of His resources.Managing wealth wisely means providing for family needs.Generosity and giving back to God are part of faithful stewardship.The upcoming wealth transfer is unprecedented, but wealth can quickly be mismanaged or squandered without financial wisdom. The best legacy Boomers can leave is not just money but the knowledge and faith to steward it well.If you need help navigating these discussions, consider working with a Certified Kingdom Advisor®. You can find one at FaithFi.com by clicking “Find a Professional.”By combining wealth with wisdom, we can equip the next generation to handle God's resources faithfully and responsibly.On Today's Program, Rob Answers Listener Questions:My friend's son is in a lot of trouble. His wife recently passed away, leaving him with a mountain of medical bills that he is overwhelmed by. He has moved into depression and is considering bankruptcy. Can you provide any advice or wisdom to help him navigate this situation?I'm concerned about taking $575,000 from a traditional IRA and putting it into a Roth IRA over the course of 5 years. I'm worried about being able to pay the taxes on that. After the 5 years, will I have to pay any more taxes on the money in the Roth IRA, or will it be able to grow tax-free from that point forward?My wife is now in a memory care facility, and I have documentation from her neurologist. Can I get any medical deductions on my taxes with this documentation? Also, I had to sell 40 acres of my farm for $297,000 to help pay for her healthcare. What kind of tax implications can I expect from that sale?Resources Mentioned:Faithful Steward: FaithFi's New Quarterly MagazineFAIR Health Consumer | Healthcare BluebookLook At The Sparrows: A 21-Day Devotional on Financial Fear and AnxietyRich Toward God: A Study on the Parable of the Rich FoolFind a Certified Kingdom Advisor (CKA) or Certified Christian Financial Counselor (CertCFC)FaithFi App Remember, you can call in to ask your questions most days at (800) 525-7000. Faith & Finance is also available on the Moody Radio Network and American Family Radio. Visit our website at FaithFi.com where you can join the FaithFi Community and give as we expand our outreach.

Bryan Barrett talks with Edward Jones financial advisor Lee Colvin about what to know before "reversing" your retirement.

Advances in medicine and healthy living mean that more and more people will live to be 100. But just because their bodies can last doesn't mean their bank accounts will keep up. Retirement, and especially a long retirement, takes careful planning and sophisticated financial literacy. It's impossible to know what the future economic world will look like, but accounting for the unexpected and finding good guidance is essential. In this talk sponsored by Aspen Institute supporter Prudential Financial, two financial planning experts lay out the options for saving later in life and spread the word on the importance of preparation. Penny Pennington is the managing partner of Edward Jones and Rob Falzon is the vice chair of Prudential. Barron's economic reporter Megan Leonhardt moderates the conversation. aspenideas.org

Rob sits down with John Manwiller, a financial advisor with Edward Jones, to discuss market trends, investing strategies, and the importance of trust in financial planning. John shares how he built his career from a young age, his faith-driven investment approach as a Certified Kingdom Advisor, and why starting early with even small investments can lead to big returns. Tune in for practical insights on navigating financial uncertainty and finding the right advisor for your goals.   00:34 Navigating Market Uncertainty 02:37 Choosing the Right Financial Advisor 04:41 John's Journey into Financial Advising 06:08 Faith-Based Financial Advising 08:34 Starting Your Investment Journey 10:10 The Realities of Building a Financial Practice 12:00 The Importance of Trust in Financial Advising 13:50 Reaching Out to Financial Advisors     Show Links Learn more about the Brighton Chamber by visiting our website. Website: https://www.brightoncoc.org/   Guest Links Website: https://www.edwardjones.com/us-en/financial-advisor/john-manwiller Facebook: https://www.facebook.com/EJAdvisorJohnManwiller Email: john.manwiller@edwardjones.com   John Manwiller, AAMS™, CKA® Financial Advisor 9829 Spencer Rd 205 Brighton, MI 48114 Bus. 517-618-0696 • Cell 734-926-6026

Money on the Left speaks with Edward Jones Corredera, author of Odious Debt: Bankruptcy, International Law, and the Making of Latin America (Oxford University Press, 2024). What are fallen tyrants owed? What makes debt illegitimate? And when is bankruptcy moral? Odious Debt shows how Latin American nations have wrestled with the morality of indebtedness and insolvency since their foundation, and outlines how Latin America's forgotten history of contestation can shed new light on seemingly intractable contemporary dilemmas.With a focus on the early modern Spanish Empire and modern Mexico, Colombia, and Argentina, Odious Debt explores how discussions about the morality of debt and default played a structuring role in the construction and codification of national constitutions, identities, and international legal norms in Latin America. Ultimately, Corredera reveals how Latin American jurists developed a powerful global critique of economics and international law which, in rejecting the political violence promulgated in the name of unjust debt, continues to generate pressing questions about debt, bankruptcy, reparations, and the pursuit of a moral world economy.Corredera is Senior Research Fellow at the Max Planck Institute for Comparative Public Law and International Law and Lecturer in History at Spain's National Distance Education University.Visit our Patreon page here: https://www.patreon.com/MoLsuperstructureMusic by Nahneen Kula: www.nahneenkula.com

A conversation with Heidi Krueger from Edward Jones and her work with the timber industry.

Skip the banter: 00:06:52Allison tells us the story of the Nutty Putty Cave, a once-popular spelunking site turned fatal trap. In November 2009, John Edward Jones, a young medical student and experienced caver, ventured into the cave's maze-like depths, only to find himself trapped in an unimaginable nightmare.Amazon stuff we mentioned (we get a bonus if you order anything through this link - thanks for your support!): https://www.amazon.com/shop/crimeandcoffee2/list/2UNVF9JKQR2KG?ref_=cm_sw_r_cp_ud_aipsflist_YPBGMSRJJQ6XYJZMAKDX YouTube video from our home studio: https://youtu.be/rXBakCXMK0oSupport the showAll our links (YouTube, Instagram, TikTok, Merch, etc):https://linktr.ee/crimeandcoffeeFacebook Group to discuss episodes:www.facebook.com/groups/crimeandcoffeecouplepodcast/References available at https://www.crimeandcoffeecouple.com a few days after this podcast airs.Case Suggestions Form: https://forms.gle/RQbthyDvd98SGpVq8Remember to subscribe to our podcast in your favorite podcast player. Do it before you forget!If you're listening on Spotify please leave us a 5-star review, and leave a comment on today's episode!If you're on an iPhone, review us on Apple Podcasts please! Scroll to the bottom of the page and hit the stars ;)We appreciate you more than you know.Reminder:Support us and become a Patron! Over 80 bonus episodes:https://www.patreon.com/crimeandcoffeecouplePodcast Intro and Outro music:Seductress Dubstep or TrippinCoffee by Audionautix http://audionautix.comCreative Commons Music by Jason Shaw on Audion...

Louie Sharp is a nationally recognized keynote speaker with over 16 years of professional experience and an Amazon #1 best-selling author. His expertise has been featured on NBC, ABC, numerous podcasts, and he has delivered impactful keynote addresses for leading organizations like DuPont, Edward Jones, Sage, Fender Bender, Axalta, and many others nationwide. Louie also hosts the podcast Leadership & Love and provides coaching and consulting services to CEOs, entrepreneurs, and business leaders across the country. With 20 years of service as a leader in the U.S. Marines, Louie's career included roles as a crew chief and door gunner on Huey helicopters and guarding American embassies in 21 countries. He later transitioned to the corporate world as Vice President of Sales for Sound Enhancements, a multimillion-dollar global music product company.As a seasoned entrepreneur, Louie has successfully started, purchased, and sold businesses and real estate. His first company, launched at age 23, continues to thrive 43 years later.In addition to his professional achievements, Louie is passionate about giving back. He mentors high school students and speaks on leadership, self-confidence, and success to underserved communities, students, and individuals overcoming adversity. Louie is the co-author of Visibility: Success Stories from Elite Leaders Making an Impact from the Stage and is currently working on his upcoming book, Leadership and Love—How to Achieve Win-Win-Win in Business & Life.SHOW NOTES:· Leadership (1:30)· Core values (4:12)· What are you putting inside yourself? (5:45)· Children live their lives by what they see you do (7:38)· “Leadership In Love” book (9:30)· Goals (11:10)· Leading yourself (15:30)· Leading in love (18:30)· Organizations without leadership (23:50)· Complaining and gossip (26:25)· Life is like a boomerang (32:40)· The lesson will come back to you until you learn it (36:15)· The school system and life lessons (40:05)· The Gifted Leader (41:30)· Leaders helping leaders & networking (48:00) HOW TO CONNECT WITH LOUIE SHARP:Website: thegiftedleader.comEmail: louie@thegiftedleader.com You can listen to this podcast on Apple or Spotify – (same links each time).Apple –https://podcasts.apple.com/us/podcast/timeless-truths/id1695920504Spotify –https://open.spotify.com/show/0TU2Tj6gmTY3tuwiU3DrUHFor links to other podcast platforms, use LinkTree –https://linktr.ee/drchris024This is Dr. Christine Van HornWebsite: www.drchris.coEmail: chris@drchris.coFB: https://www.facebook.com/wisdom.drchris Hosted on Acast. See acast.com/privacy for more information.

What are fallen tyrants owed? What makes debt illegitimate? And when is bankruptcy moral? Drawing on new archival sources, this book shows how Latin American nations have wrestled with the morality of indebtedness and insolvency since their foundation, and outlines how their history can shed new light on contemporary global dilemmas. With a focus on the early modern Spanish Empire and modern Mexico, Colombia, and Argentina, and based on archival research carried out across seven countries, Odious Debt: Bankruptcy, International Law, and the Making of Latin America (Oxford University Press, 2024) by Dr. Edward Jones Corredera studies 400 years of history and unearths overlooked congressional debates and understudied thinkers. The book shows how discussions on the morality of debt and default played a structuring role in the construction and codification of national constitutions, identities, and international legal norms in Latin America. This new history of the moral economy of the Hispanic World from the 1520s to the 1920s illuminates contemporary issues in international law and international relations. Latin American jurists developed a global critique of economics and international law that continues to generate pressing questions about debt, bankruptcy, reparations, and the pursuit of a moral global economy. This interview was conducted by Dr. Miranda Melcher whose new book focuses on post-conflict military integration, understanding treaty negotiation and implementation in civil war contexts, with qualitative analysis of the Angolan and Mozambican civil wars. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://newbooksnetwork.supportingcast.fm/new-books-network

What are fallen tyrants owed? What makes debt illegitimate? And when is bankruptcy moral? Drawing on new archival sources, this book shows how Latin American nations have wrestled with the morality of indebtedness and insolvency since their foundation, and outlines how their history can shed new light on contemporary global dilemmas. With a focus on the early modern Spanish Empire and modern Mexico, Colombia, and Argentina, and based on archival research carried out across seven countries, Odious Debt: Bankruptcy, International Law, and the Making of Latin America (Oxford University Press, 2024) by Dr. Edward Jones Corredera studies 400 years of history and unearths overlooked congressional debates and understudied thinkers. The book shows how discussions on the morality of debt and default played a structuring role in the construction and codification of national constitutions, identities, and international legal norms in Latin America. This new history of the moral economy of the Hispanic World from the 1520s to the 1920s illuminates contemporary issues in international law and international relations. Latin American jurists developed a global critique of economics and international law that continues to generate pressing questions about debt, bankruptcy, reparations, and the pursuit of a moral global economy. This interview was conducted by Dr. Miranda Melcher whose new book focuses on post-conflict military integration, understanding treaty negotiation and implementation in civil war contexts, with qualitative analysis of the Angolan and Mozambican civil wars. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://newbooksnetwork.supportingcast.fm/history

What are fallen tyrants owed? What makes debt illegitimate? And when is bankruptcy moral? Drawing on new archival sources, this book shows how Latin American nations have wrestled with the morality of indebtedness and insolvency since their foundation, and outlines how their history can shed new light on contemporary global dilemmas. With a focus on the early modern Spanish Empire and modern Mexico, Colombia, and Argentina, and based on archival research carried out across seven countries, Odious Debt: Bankruptcy, International Law, and the Making of Latin America (Oxford University Press, 2024) by Dr. Edward Jones Corredera studies 400 years of history and unearths overlooked congressional debates and understudied thinkers. The book shows how discussions on the morality of debt and default played a structuring role in the construction and codification of national constitutions, identities, and international legal norms in Latin America. This new history of the moral economy of the Hispanic World from the 1520s to the 1920s illuminates contemporary issues in international law and international relations. Latin American jurists developed a global critique of economics and international law that continues to generate pressing questions about debt, bankruptcy, reparations, and the pursuit of a moral global economy. This interview was conducted by Dr. Miranda Melcher whose new book focuses on post-conflict military integration, understanding treaty negotiation and implementation in civil war contexts, with qualitative analysis of the Angolan and Mozambican civil wars. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://newbooksnetwork.supportingcast.fm/latin-american-studies

What are fallen tyrants owed? What makes debt illegitimate? And when is bankruptcy moral? Drawing on new archival sources, this book shows how Latin American nations have wrestled with the morality of indebtedness and insolvency since their foundation, and outlines how their history can shed new light on contemporary global dilemmas. With a focus on the early modern Spanish Empire and modern Mexico, Colombia, and Argentina, and based on archival research carried out across seven countries, Odious Debt: Bankruptcy, International Law, and the Making of Latin America (Oxford University Press, 2024) by Dr. Edward Jones Corredera studies 400 years of history and unearths overlooked congressional debates and understudied thinkers. The book shows how discussions on the morality of debt and default played a structuring role in the construction and codification of national constitutions, identities, and international legal norms in Latin America. This new history of the moral economy of the Hispanic World from the 1520s to the 1920s illuminates contemporary issues in international law and international relations. Latin American jurists developed a global critique of economics and international law that continues to generate pressing questions about debt, bankruptcy, reparations, and the pursuit of a moral global economy. This interview was conducted by Dr. Miranda Melcher whose new book focuses on post-conflict military integration, understanding treaty negotiation and implementation in civil war contexts, with qualitative analysis of the Angolan and Mozambican civil wars. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://newbooksnetwork.supportingcast.fm/world-affairs

At this time of year, many people hate going to the mailbox or checking their email. That's because the Christmas bills are starting to roll in.Yes, the holidays are behind us, but for many people, burgeoning credit card balances are just ahead. If you think you'll have trouble making those payments, Neile Simon is here with a plan to help you get out of debt.Neile Simon is a Certified Credit Counselor with Christian Credit Counselors (CCC), an underwriter of Faith & Finance.The Growing Problem of Credit Card DebtCredit card debt has surpassed $1.16 trillion, marking a 50% increase in just three and a half years. By 2024, the average credit card debt for individuals carrying unpaid balances reached $7,200. Rising costs due to inflation have pushed many to rely on credit cards just to get by.This growing burden isn't just financial—it also creates fear, anxiety, and helplessness. These feelings do not come from God. Recognizing the seriousness of the situation is the first step toward finding freedom from debt.Do You Need Credit Counseling?If you're struggling with credit card debt, it's essential to ask for help. Neely recommends reaching out for credit counseling if:You have an unpaid balance of more than $4,000.You're struggling to keep up with minimum payments.You feel stuck, making payments with little progress.Debt is causing you stress or sleepless nights.Christian Credit Counselors can provide guidance and support to help you regain control of your finances.Why Choose Debt Management Over Debt Settlement?Christian Credit Counselors take a debt management approach, which differs significantly from debt settlement or consolidation. Here's how it works:Pre-Negotiated Terms: They work with creditors to lower your interest rates (ranging from 1–12% APR) and monthly payments.Debt Snowball Method: Payments are structured to help you get out of debt up to 80% faster, all while honoring your debt in full.Customizable Enrollment: You can choose which accounts to enroll in, and the accounts included will be closed during the program.Free Budgeting Support: Counselors help you create a budget, identify areas to cut back, and understand your disposable income.This approach focuses on integrity and honoring your commitments while providing a clear path to financial freedom.The Biblical Foundation for Debt ManagementManaging debt isn't just about financial freedom—it's also a way to honor God. Neely emphasizes the importance of aligning debt repayment with biblical values. Romans 13:7-8 encourages believers:“Give to everyone what you owe them … Let no debt remain outstanding, except the continuing debt to love one another.”Through debt management, Christians can fulfill their financial responsibilities, honor their commitments, and live generously, reflecting God's principles.Take the First Step Toward FreedomIf you're ready to explore debt management, Christian Credit Counselors offers free consultations with no obligation. Their goal is to educate you on your options and help you achieve financial well-being while staying true to your faith.Visit ChristianCreditCounselors.org or call 800-557-1985 to learn more.Managing debt wisely allows us to honor God and live a life of generosity and service to others. Take the step today toward financial freedom and faithful stewardship.On Today's Program, Rob Answers Listener Questions:I currently have a 401(k) and a Roth IRA. I'm wondering if I should be investing in both or if I should just focus on one. What's the best approach here?I have an 18-year-old granddaughter with about $16,000 in a custodial account at Edward Jones. When she turns 18 in May, she'll have complete control over this money. I don't know if she knows about it yet. What would be the best way to handle this? Should I take the money out and put it in a high-yield savings account? Or could I put it into a Roth IRA for her?My husband and I own a small business and are 71 years old. We have $23,000 in high-interest credit card debt from the business. We recently paid off a home equity line of credit. Would it be better to transfer that debt to the home equity line with a lower interest rate? Is mixing business and personal debt a good idea? I also haven't paid business taxes yet for this year, so I would like to know if keeping the Visa debt separate as a business expense is better for tax purposes.When withdrawing from my brokerage investment account, how should I calculate the cost basis of the investments I'm selling? I know there are different methods, like last-in and first-out, but I'm unsure which is the most appropriate. I have a CPA but haven't discussed this with them yet. What would you recommend I do?Resources Mentioned:Faithful Steward: FaithFi's New Quarterly PublicationChristian Credit CounselorsOpen Hands FinanceLook At The Sparrows: A 21-Day Devotional on Financial Fear and AnxietyRich Toward God: A Study on the Parable of the Rich FoolFind a Certified Kingdom Advisor (CKA) or Certified Christian Financial Counselor (CertCFC)FaithFi App Remember, you can call in to ask your questions most days at (800) 525-7000. Faith & Finance is also available on the Moody Radio Network and American Family Radio. Visit our website at FaithFi.com where you can join the FaithFi Community and give as we expand our outreach.

Humor is the best medicine, so they say. In critical IT security jobs, a little humor could help you prevent burnout and maintain your mental equilibrium. Lydia Graslie, a Cloud Threat Detection Engineer at Edward Jones, shares her insights on the complexities of cloud security and the challenges posed by modern cloud platforms, as well... Read more »

Humor is the best medicine, so they say. In critical IT security jobs, a little humor could help you prevent burnout and maintain your mental equilibrium. Lydia Graslie, a Cloud Threat Detection Engineer at Edward Jones, shares her insights on the complexities of cloud security and the challenges posed by modern cloud platforms, as well... Read more »

Ever wondered how Edward Jones grew to $2.1 trillion without giving away the keys to the kingdom?  In this recap episode, Amber shares highlights on how you can learn from others' success and how to really plan for the next year. On Monday, Matt and Micah discussed scaling your practice beyond the mythical "150-client ceiling" and challenged the "financial hobby" mindset, proving that success isn't just about throwing shade at industry giants—it's about stealing their secrets (legally, of course).  On Thursday, Jamie swooped in with a year-end planning episode that'll make spreadsheet skeptics weak in the knees. From converting prospects into clients faster than a compliance officer can say "no" to transforming your practice to a powerhouse, this episode is packed tighter than a financial advisor's calendar during tax season. Resources in today's episode: - Episode Website - Compliance ‘Adverse' [Episode 285] - Year-End Business Planning How To

Join Plan Goal Plan Your Year! In this episode, I sit down with Chandra Ritter, a financial advisor with Edward Jones, who specializes in empowering women to achieve their financial goals. Chandra shares her journey into financial advising and her passion for supporting women, especially through life transitions like divorce, widowhood, or major career changes. We discuss the unique financial challenges women face, including societal norms, longevity, and the gender income gap, as well as the rising interest in generational wealth. Chandra offers actionable advice on estate planning, organizing accounts, and setting up essential documents like wills and powers of attorney. She emphasizes starting with a clear understanding of your financial goals, whether it's charitable giving, investing, or ensuring long-term security. If you're looking to solidify your financial foundation or begin your journey towards financial independence, this conversation is full of valuable insights for building a confident financial future. Connect with Chandra:  Chandra on LinkedIn Chandra on Facebook Chandra at Edward Jones Connect with Danielle:  Join Plan Goal Plan Your Year! Email: danielle@plangoalplan.com Join the Plan Goal Plan Facebook: https://www.facebook.com/groups/727411369068279 Website: https://www.plangoalplan.com/ Be bold, be balanced, and most of all, be well. See you next time!

Ever wondered how the big players in financial services got to where they are? Matt and Micah dive deep into the secret behind Edward Jones' remarkable success story – and why independent advisors should be taking notes instead of throwing shade. They challenge the common "David vs. Goliath" mindset that often leads independent advisors to dismiss larger firms' achievements and reveal how Edward Jones' strategic playbook can be adapted for independent practice success. Listen in as they explore the often-overlooked truth about building a thriving advisory practice: it's not just about working harder but working smarter with intentionality. Compliance ‘Adverse' [Episode 285] Resources in today's episode: - Micah Shilanski: Website | LinkedIn - Matt Jarvis: Website | LinkedIn

Pulpmx30 code to save at FXR Racing.com and Pulp20 code at Race Tech to save. We talk to the former top midwest privateer about his career back in the day, chasing money races, his career highlights, moving into the real world at Edward Jones, memories of The Edge Racing and more

Every week on the HerMoney podcast, we talk about how to get control of your money, and in most cases, that means getting in control of your spending and knowing exactly where your money is going. Having this knowledge is so important because the truth is that many of us may be sabotaging ourselves financially.  Sarah Newcomb, applied behavioral scientist at Edward Jones, and the author of Loaded: Money, Psychology, and How to Get Ahead without Leaving Your Values Behind, joins us to talk about why we financially self-sabotage and how to stop.  CHAPTERS: 00:00 Introduction 06:00 What is Financial Self Sabotage 17:00 Setting Long-Term Financial Goals 28:00 Impulse Spending and Emotional Triggers 38:00 Mailbag Question 1: Should I stretch my budget to purchase my dream home? 43:00 Mailbag Question 2: I'm in a lot of credit card debt, will credit card companies negotiate it with me?  TAKEAWAYS: Financial self-sabotage can manifest in many unconscious ways. Women often prioritize caregiving at the expense of their financial goals. It's essential to balance short-term desires with long-term financial health. Emotional health is deeply intertwined with financial education and success. Learn more about our Finance Fixx program here. Use code PODCAST for a $100 discount.  Thank you to Gainbridge® for supporting the HerMoney podcast. Gainbridge® created ParityFlex™, a multi-year guaranteed annuity, to offer women security and flexibility at a time when they need it the most—retirement. Learn more about ParityFlex™ here. The HerMoney with Jean Chatzky podcast is sponsored by Edelman Financial Engines. The podcast team and its host are neither employees nor clients of EFE, however, the show does receive fixed compensation and is a paid endorser and therefore has an incentive to endorse EFE and its planners. To learn more about the sponsorship, please visit PlanEFE.com/HerMoney. Please contact advertising@airwavemedia.com if you would like to advertise on our podcast, and to learn more about Airwave, head to www.airwavemedia.com. Learn more about your ad choices. Visit megaphone.fm/adchoices