Podcast appearances and mentions of Edward Jones

The Dow hitting a new all-time high alongside the S&P as United Health gives things a boost:  Carl Quintanilla, Leslie Picker, and Michael Santoli broke down latest along with fresh data top of the hour (Consumer Sentiment – coming in at its lowest level since May) before getting into the market outlook with the head of investment strategy for Edward Jones. Plus: hear Janus Henderson's top picks amid the volatility – with one portfolio manager laying out why he likes Amazon and Microsoft at these levels. The team also dove deep into Berkshire's biggest moves this quarter – including the United Health buy sending shares up double digits – along with some key sales from Coreweave's early investors, as the post-IPO lock-up on shares finally expires today.   Also in focus: DC headlines galore – hear what to do with Intel shares as they gain on a report that the government is looking at taking a stake in the name this hour – along with the key details so far from “high stakes” summit between President Trump and Russian President Vladimir Putin in Alaska today.   

If you're planning to retire within the next few years — or you've recently retired — market volatility may feel especially unsettling. After years of saving and planning, you're now entering a stage where your portfolio may shift from growth to providing income. The five-year window before and after your retirement date is especially critical — when market downturns can have an outsized impact on your long-term financial security.

Chris Scholtes, Financial Advisor at Edward Jones in Minooka, joins WGN’s Jon Hansen to discuss Minooka’s growth over the years and the financial advice available for newcomers to the area. Chris also talks about what businesspeople and citizens are excited about for the future of the village.

Today's guest is Zar Toolan, General Partner and Head of Data & AI at Edward Jones, joining Emerj Senior Editor Matthew DeMello to explore how AI can be strategically aligned with corporate goals in financial services. Zar shares his perspective on overcoming barriers to AI adoption, the critical build-versus-buy-versus-partner decisions, and the human-centered change management required for scalable AI transformation. He also discusses the importance of responsible AI principles, leveraging data as a competitive asset, and evolving talent strategies to thrive in today's intelligence age. This episode is sponsored by EPAM. Learn how brands work with Emerj and other Emerj Media options at emerj.com/ad1. Want to share your AI adoption story with executive peers? Click emerj.com/expert2 for more information and to be a potential future guest on the ‘AI in Business' podcast!

Big plans are in the works in every state and community to commemorate America's 250th birthday next July... but for the US Postal Service, the celebration has already begun (at 12:21) --- Starting the week with some good news about the economy for a change... A new Edward Jones survey finds the majority of Americans are optimistic about their financial future (at 22:23) --- What's Happening: The countdown is on to another season of top-notch entertainment at the Marathon Center for the Performing Arts... with tickets to all shows available now (at 42:45)

When it comes to managing your money, there's more to consider than just the bottom line. For many people, investing isn't only about building wealth or reaching goals — it's about making sure their dollars support charitable causes and principles that are in line with their closely held values.

Our July episode has host and gerontologist, Sherri Snelling, talking with Saudia Gajadhar, Chief Happiness Officer at Comfort Keepers about this year's National Day of Joy survey among older adults and family caregivers and Comfort Keepers' role in the new PBS documentary, “Caregiving.” In CAREGIVER WELLNESS NEWS, Sherri shares the latest stats to highlight July's National Sandwich Generation Month as well as global wellness hacks for International Self-Care Day (July 24). She also talks about a new habit-stacking wellness trend for older women who care caregiving: how “rucking” is the new “walking.” And a new study shows the significant stress burden on caregivers of those with dementia or Alzheimer's who wander. As an intro to the interview with Saudia, Sherri shares the difference between happiness vs. joy from her book, ME TIME MONDAY. In our WELL HOME DESIGN NEWS, Sherri focuses on the financial wellness challenges for the Sandwich Generation including a recent Edward Jones survey showing Sandwich Generation caregivers need more education from financial advisor about long-term care costs; and the actual monetary responsibility many Gen X, Millennials and older Gen Z are taking on caring for children and older parents at the same time. Sherri also shares the topics from the July “Self-Care in 7 Minutes” videos found on the Caregiving Club YouTube channel: Caregiver Bill of Rights, How Alice in Wonderland Helps Caregivers Build Resiliency, 10 Global Wellness Hacks for International Self-Care Day, How the Sandwich Generation Can Build Social Wellness. (3:48) – Caregiver Wellness News (21:16) Interview with Saudia Gajadhar – Chief Happiness Officer for Comfort Keepers (56:32) – Well Home Design News Take Care and Stay Well! Find out more at: caregivingclub.com/podcast/

Jennifer Ewers Financial Advisor with Edward Jones on Market Street in Northampton Jennifer is one of Northampton's finest. A long time Florence resident she knows the area well because of her dedication to others. Many know her from her 17 years at Webber & Grinnell insurance on North King Street. Following that she had a good three years at Finck & Perras insurance. Finally, she decided to take the advice of Laura Townes and become a financial advisor with Edward Jones. Jennifer has always believed that helping Community will help to alleviate some of life's greatest issues. Whether it is serving on board of directors or committees helping to raise awareness or fundraisers for nonprofits, Jennifer is no stranger to lending a hand. Listen in as we talk about all things 413 and hear why she might just be the type of financial advisor that you're looking for. www.edwardjones.com/jennifer-ewers

Jennifer Ewers Financial Advisor with Edward Jones on Market Street in Northampton Jennifer is one of Northampton's finest. A long time Florence resident she knows the area well because of her dedication to others. Many know her from her 17 years at Webber & Grinnell insurance on North King Street. Following that she had a good three years at Finck & Perras insurance. Finally, she decided to take the advice of Laura Townes and become a financial advisor with Edward Jones. Jennifer has always believed that helping Community will help to alleviate some of life's greatest issues. Whether it is serving on board of directors or committees helping to raise awareness or fundraisers for nonprofits, Jennifer is no stranger to lending a hand. Listen in as we talk about all things 413 and hear why she might just be the type of financial advisor that you're looking for. www.edwardjones.com/jennifer-ewers

Jennifer Ewers Financial Advisor with Edward Jones on Market Street in Northampton Jennifer is one of Northampton's finest. A long time Florence resident she knows the area well because of her dedication to others. Many know her from her 17 years at Webber & Grinnell insurance on North King Street. Following that she had a good three years at Finck & Perras insurance. Finally, she decided to take the advice of Laura Townes and become a financial advisor with Edward Jones. Jennifer has always believed that helping Community will help to alleviate some of life's greatest issues. Whether it is serving on board of directors or committees helping to raise awareness or fundraisers for nonprofits, Jennifer is no stranger to lending a hand. Listen in as we talk about all things 413 and hear why she might just be the type of financial advisor that you're looking for. www.edwardjones.com/jennifer-ewers

Jennifer Ewers Financial Advisor with Edward Jones on Market Street in Northampton Jennifer is one of Northampton's finest. A long time Florence resident she knows the area well because of her dedication to others. Many know her from her 17 years at Webber & Grinnell insurance on North King Street. Following that she had a good three years at Finck & Perras insurance. Finally, she decided to take the advice of Laura Townes and become a financial advisor with Edward Jones. Jennifer has always believed that helping Community will help to alleviate some of life's greatest issues. Whether it is serving on board of directors or committees helping to raise awareness or fundraisers for nonprofits, Jennifer is no stranger to lending a hand. Listen in as we talk about all things 413 and hear why she might just be the type of financial advisor that you're looking for. www.edwardjones.com/jennifer-ewers

Bryan Barrett talks with Edward Jones financial advisor Lee Colvin about "finfluencers," or financial influencers.

Think estate planning is only for the wealthy or elderly? Think again. If you own anything — a home, a car, a savings account, even a pet — you already have an estate plan. The only question is: Did you create it, or will your state do it for you?

Nanette Abuhoff Jacobson, global investments strategist for the Hartford Funds, says that uncertainty, by itself, hasn't derailed global markets and slowed growth, but that it could be starting to happen now with signs that there has been a lag time impacting tariff impacts and that core prices are starting to rise. Jacobson says that U.S. investors have become "complacent and they're pricing in a bit of a Goldilocks scenario;" she is still positive on equities, but she is underweight U.S. stocks and overweight emerging markets, Europe and Japan.Michael Gayed, portfolio manager of the new Free Markets ETF — as well as the ATAC Funds — discusses how deregulation policies will benefit certain industries and businesses and how reduced compliance and other regulatory costs will result in bigger profits and more capital expenditures, and will particularly benefit small-cap stocks. Plus, Jesse Abercrombie discusses Edward Jones' "Pulse of North America" survey — conducted at the height of April's post-tariff announcement market volatility — which showed that nearly three-quarters of Americans are optimistic about their ability to live a "financially fulfilled life" despite current, ongoing volatility concerns.

In this episode of The Compendium, we explore the haunting tale of the Nutty Putty Cave tragedy, where John Edward Jones became fatally trapped in 2009. This gripping story delves into the perilous world of cave exploration, highlighting the dangers that lurk beneath the surface. From the initial missteps to the exhaustive rescue attempts, we examine how a simple adventure turned into a harrowing ordeal. Discover why Nutty Putty Cave was permanently sealed, serving as a somber reminder of the risks involved in spelunking. We give you just the Compendium, but if you want more, here are our resources: The Nutty Putty Cave Rescue & the Death of John Jones – by Brandon Kowallis Nutty Putty Cave: Before and After the Tragic Death of John Jones – by Dave Roos & Austin Henderson The Last Descent – by Isaac Halasima Nutty Putty Cave – Wikipedia Host & Show Info Hosts: Kyle Risi & Adam Cox About: Kyle and Adam are more than just your hosts, they're your close friends sharing intriguing stories from tales from the darker corners of true crime, the annals of your forgotten history books, and the who's who of incredible people. Intro Music: Alice in dark Wonderland by Aleksey Chistilin Community & Calls to Action ⭐ Review & follow on: Spotify & Apple Podcasts

In the age of social media, it's easy to find advice on just about anything — including how to manage your money. Content creators known as “finfluencers” — short for financial influencers — use platforms like TikTok, YouTube and Instagram to share their takes on investing, budgeting and building wealth. Many of them are charismatic and relatable, and they often speak from personal experience. But while their content may be engaging, taking financial advice from a finfluencer without digging deeper can come with significant risks.

00:00 Show open/ Vanessa Okweraiwe from Edward Jones on care for loved ones. 9:31 Rod Griffin, Sr. Dir. Public Education at Experian on Gen Z's finances. 19:28 Face the State: Reporter roundtable on the new state budget with Jeremy Pelzer, Politics Reporter with Cleveland dot com and the Plain Dealer and Jo Ingles, reporter and producer with the Ohio Public Radio and Television Statehouse News Bureau. 33:25 Face the State: Ohio's planned celebration of America's semiquincentennial with America 250-Ohio Executive Director Todd Kleismit.

Bryan Barrett talks with Edward Jones financial advisor Lee Colvin about the importance of setting strong financial goals.

There's a quote about the importance of setting goals that says, “If you don't know where you're going, any path will take you there.” You probably have dreams about retirement, vacations, hobbies and more. But if you don't have a strategy with financial goals in place, you may not make the choices that can best set you on the path to achieve those dreams.

What's the best way to save for a house without wrecking your retirement plan? That's just one of the big questions Joe Saul-Sehy, OG, and Mom's neighbor Doug tackle in this packed episode (number 1700!) of Stacking Benjamins. Whether you're trying to figure out where to park your emergency fund, how to handle inherited IRAs, or how to financially plan as a single adult with big responsibilities (hello, aging parents!), this episode is full of relatable scenarios and actionable strategies. Stackers Torin, VJ, Lori, and Michelle ask everything from: How much is too much in your emergency fund? What happens to inherited IRAs when you're already juggling financial priorities? What should single people be doing right now to prepare for the future? How do you juggle helping aging parents while keeping your own goals on track? Plus, we mix in commentary from Kevin at Edward Jones and longtime listener Ron—offering insights from inside the financial services world and the Stacker community. The guys debate personal finance media narratives, give practical advice for budgeting large windfalls, and reflect on why saving feels easier in theory than in practice. Also covered in this episode: Why financial advice often skips over single individuals—and what to do about it Emergency fund strategies: where to park the money, how much to keep, and how to make peace with the fact it isn't earning sky-high returns How to prioritize debt, student loans, savings, and investing without setting off a financial anxiety spiral The value of short-term tradeoffs when you've got long-term goals All delivered with the basement's signature charm—where the coffee is lukewarm, the guidance is practical, and the jokes… well, let's just say they're dividend-eligible. This episode is a perfect listen for: New Stackers building their financial foundation DIYers trying to juggle competing money goals Anyone who's inherited assets and doesn't want to mess it up People who've realized adulting is basically managing 14 financial priorities at once and still remembering to bring snacks. FULL SHOW NOTES: https://stackingbenjamins.com/answering-your-questions-mailbag-1700 Deeper dives with curated links, topics, and discussions are in our newsletter, The 201, available at https://www.stackingbenjamins.com/201 Enjoy! Learn more about your ad choices. Visit podcastchoices.com/adchoices

The news of Texas covered today includes:Our Lone Star story of the day: The called Special Session of the 89th Texas Legislature will begin on 21 July; what will be on the call?Much followup on bills signed and vetoed by Governor Greg “Get High” Abbott. And followup on yesterday's big news on the veto of SB3. (Story mentioned today.)Our Lone Star story of the day is sponsored by Allied Compliance Services providing the best service in DOT, business and personal drug and alcohol testing since 1995.Texas wins again! Texas Named Best Business Climate In Nation For Third Year In A Row.I don't like the Blackrock group but I love this Texas ETF. I bet Mark Miller of Edward Jones could get you started!A group of campaign / political stories: Retired Houston astronaut jumps into the Democrat race to take on U.S. Sen. John Cornyn – clearly just another bureaucracy loving liberal Democrat who hates Trump and Republicans. State Senator Joan Huffman Launches Campaign for Texas Attorney General – nope State Rep. Nate Schatzline launches bid for Texas Senate seat vacated by Hancock (SD9.) Jasmine Crockett drops bid for top Democrat Oversight Committee post, citing leadership resistance. Crocked is crocked. Even Most Democrats Say No To Latest Attention-Seeking Trump Impeachment Attempt from Grumpy Al Green of Houston Listen on the radio, or station stream, at 5pm Central. Click for our radio and streaming affiliates.www.PrattonTexas.com

Bryan Barrett sits down with Edward Jones financial advisor Lee Colvin, who asks key questions to help determine: Is your retirement at risk?

On tonight's show, we are focused on caregiving. To start things off, I'm talking to Jessica Guthrie, a caregiver to her mother for the past 10 years, and Debra Barrett, vice president of corporate affairs at Otsuka, about the documentary executive produced by Bradley Cooper called Caregiving. After that, I'll be talking with Edward Jones' Vanessa Okwuraiwe as she shares about a new study done by Edward Jones to assist caregivers in this often challenging undertaking.

The Unseen History of International Law (Oxford University Press, 2025) locates and describes almost one thousand surviving copies of the first nine editions of Hugo Grotius' De iure belli ac pacis (IBP) published between 1625 and 1650. Meticulously reconstructing the publishing history of these first nine editions and cataloguing copies across hundreds of collections, The Unseen History provides fundamental data for reconstructing the impact of IBP across time and space. The authors, Dr. Mark Somos, Dr. Matthew Cleary, Dr. Pablo Dufour, Dr. Edward Jones Corredera, and Dr. Emanuele Salerno, also examined annotations that thousands of owners and readers have left in IBP copies over four centuries, offering original insights into the development of international law.Grotius' De iure belli ac pacis has been commonly regarded as the foundation of modern international law since its first appearance in 1625. Most major international law scholars have engaged with IBP, often owning and richly annotating their own copies. At key moments - including the demise of the Holy Roman Empire, the fall of Napoleon, and the end of both world wars - IBP was reissued with new commentaries by multinational projects devoted to restarting the international order. Despite the enormous literature on IBP's reception and influence, we cannot fully understand its impact without uncovering the history of IBP as a physical object, with hundreds of thousands of unpublished annotations arguing or agreeing with the text, updating and adapting its contents.Approaching Grotius' seminal work as a physical vehicle of the author's, the publishers', owners', and readers' engagement, The Unseen History radically expands and revises our understanding not only of IBP, but also of the academic discipline and lived practice of modern international law over the last four centuries. In addition to delving into the first nine editions' printing history, descriptive bibliography, and both Grotius' and the publishers' marketing and donation strategies, the book explores Grotius' subsequent impact on pro-slavery and abolitionist litigation as a case study of how the census' original findings can be applied to specific areas of reception. 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

The Unseen History of International Law (Oxford University Press, 2025) locates and describes almost one thousand surviving copies of the first nine editions of Hugo Grotius' De iure belli ac pacis (IBP) published between 1625 and 1650. Meticulously reconstructing the publishing history of these first nine editions and cataloguing copies across hundreds of collections, The Unseen History provides fundamental data for reconstructing the impact of IBP across time and space. The authors, Dr. Mark Somos, Dr. Matthew Cleary, Dr. Pablo Dufour, Dr. Edward Jones Corredera, and Dr. Emanuele Salerno, also examined annotations that thousands of owners and readers have left in IBP copies over four centuries, offering original insights into the development of international law.Grotius' De iure belli ac pacis has been commonly regarded as the foundation of modern international law since its first appearance in 1625. Most major international law scholars have engaged with IBP, often owning and richly annotating their own copies. At key moments - including the demise of the Holy Roman Empire, the fall of Napoleon, and the end of both world wars - IBP was reissued with new commentaries by multinational projects devoted to restarting the international order. Despite the enormous literature on IBP's reception and influence, we cannot fully understand its impact without uncovering the history of IBP as a physical object, with hundreds of thousands of unpublished annotations arguing or agreeing with the text, updating and adapting its contents.Approaching Grotius' seminal work as a physical vehicle of the author's, the publishers', owners', and readers' engagement, The Unseen History radically expands and revises our understanding not only of IBP, but also of the academic discipline and lived practice of modern international law over the last four centuries. In addition to delving into the first nine editions' printing history, descriptive bibliography, and both Grotius' and the publishers' marketing and donation strategies, the book explores Grotius' subsequent impact on pro-slavery and abolitionist litigation as a case study of how the census' original findings can be applied to specific areas of reception. 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

The Unseen History of International Law (Oxford University Press, 2025) locates and describes almost one thousand surviving copies of the first nine editions of Hugo Grotius' De iure belli ac pacis (IBP) published between 1625 and 1650. Meticulously reconstructing the publishing history of these first nine editions and cataloguing copies across hundreds of collections, The Unseen History provides fundamental data for reconstructing the impact of IBP across time and space. The authors, Dr. Mark Somos, Dr. Matthew Cleary, Dr. Pablo Dufour, Dr. Edward Jones Corredera, and Dr. Emanuele Salerno, also examined annotations that thousands of owners and readers have left in IBP copies over four centuries, offering original insights into the development of international law.Grotius' De iure belli ac pacis has been commonly regarded as the foundation of modern international law since its first appearance in 1625. Most major international law scholars have engaged with IBP, often owning and richly annotating their own copies. At key moments - including the demise of the Holy Roman Empire, the fall of Napoleon, and the end of both world wars - IBP was reissued with new commentaries by multinational projects devoted to restarting the international order. Despite the enormous literature on IBP's reception and influence, we cannot fully understand its impact without uncovering the history of IBP as a physical object, with hundreds of thousands of unpublished annotations arguing or agreeing with the text, updating and adapting its contents.Approaching Grotius' seminal work as a physical vehicle of the author's, the publishers', owners', and readers' engagement, The Unseen History radically expands and revises our understanding not only of IBP, but also of the academic discipline and lived practice of modern international law over the last four centuries. In addition to delving into the first nine editions' printing history, descriptive bibliography, and both Grotius' and the publishers' marketing and donation strategies, the book explores Grotius' subsequent impact on pro-slavery and abolitionist litigation as a case study of how the census' original findings can be applied to specific areas of reception. 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/intellectual-history

The Unseen History of International Law (Oxford University Press, 2025) locates and describes almost one thousand surviving copies of the first nine editions of Hugo Grotius' De iure belli ac pacis (IBP) published between 1625 and 1650. Meticulously reconstructing the publishing history of these first nine editions and cataloguing copies across hundreds of collections, The Unseen History provides fundamental data for reconstructing the impact of IBP across time and space. The authors, Dr. Mark Somos, Dr. Matthew Cleary, Dr. Pablo Dufour, Dr. Edward Jones Corredera, and Dr. Emanuele Salerno, also examined annotations that thousands of owners and readers have left in IBP copies over four centuries, offering original insights into the development of international law.Grotius' De iure belli ac pacis has been commonly regarded as the foundation of modern international law since its first appearance in 1625. Most major international law scholars have engaged with IBP, often owning and richly annotating their own copies. At key moments - including the demise of the Holy Roman Empire, the fall of Napoleon, and the end of both world wars - IBP was reissued with new commentaries by multinational projects devoted to restarting the international order. Despite the enormous literature on IBP's reception and influence, we cannot fully understand its impact without uncovering the history of IBP as a physical object, with hundreds of thousands of unpublished annotations arguing or agreeing with the text, updating and adapting its contents.Approaching Grotius' seminal work as a physical vehicle of the author's, the publishers', owners', and readers' engagement, The Unseen History radically expands and revises our understanding not only of IBP, but also of the academic discipline and lived practice of modern international law over the last four centuries. In addition to delving into the first nine editions' printing history, descriptive bibliography, and both Grotius' and the publishers' marketing and donation strategies, the book explores Grotius' subsequent impact on pro-slavery and abolitionist litigation as a case study of how the census' original findings can be applied to specific areas of reception. 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

Send us a textOn the latest episode of The Get Ready Money Podcast, I spoke with Shelby Nicholl, Founder of the Muriel Network and host of the Kick It Open Podcast about changing the way we think about money and women.In this episode we discussed:We have to enable women to do it their way.It's okay to talk about money, we need to have conversations about money. It's important to take agency over our lives. Advisors should own their practice.Love what you, do what you love. If you're a female client, find an advisor you feel comfortable with. Connect with Shelby Nicholl:Muriel Network Website (here)Muriel Consulting Website (here) LinkedIn (here) Podcast:Kick It Open Podcast (here)Resources mentioned:Muriel Siebert (National Women's History Museum bio)The Soul of Money: Transforming Your Relationship with Money and Life by Lynne Twist (Bookshop)Think Like a Breadwinner: A Manifesto to Help Women Make the Most of their Money by Jennifer Barrett (Amazon) Bio: Shelby Nicholl is the founder of Muriel Consulting, a consulting and recruiting company that helps financial advisors transform their businesses by moving firms, adding team members and sourcing capital. Her consulting clients rely on her as an expert negotiator, business coach, client experience expert, and skilled marketer. Shelby blends the analytical and creative to problem solve for her clients and for the industry. In 2023 she founded Muriel Network, a digital community centered on accelerating the success of women in wealth management. In 2024, she started the Kick It Open podcast. Both Muriel Network and Kick It Open are named in honor of Muriel Siebert, the first woman member of the NYSE.A 25-year corporate veteran turned entrepreneur, Shelby previously served as Senior Vice President at LPL Financial and Director at Edward Jones. Shelby has spent her career consulting with advisors and investors, and building solutions and capabilities that meet advisor and client needs. Shelby has an MBA from Washington University, earned her Series 7 and 66, and is a certified PROSCI change management practitioner. She is also a Certified Exit Planning Advisor (CEPA).Shelby serves on the Advisory Board for Easterseals Midwest and is a member of the Easterseals Women's Giving Collective. She's also a founding board member of the St. Louis-based Women Leaders in Finance.Support the showThe Get Ready Money Podcast and its guests do not provide investment advice. All content is for educational purposes. Guest opinions do not necessarily reflect the opinions of The Get Ready Money Podcast and Tony Steuer.

The Unseen History of International Law (Oxford University Press, 2025) locates and describes almost one thousand surviving copies of the first nine editions of Hugo Grotius' De iure belli ac pacis (IBP) published between 1625 and 1650. Meticulously reconstructing the publishing history of these first nine editions and cataloguing copies across hundreds of collections, The Unseen History provides fundamental data for reconstructing the impact of IBP across time and space. The authors, Dr. Mark Somos, Dr. Matthew Cleary, Dr. Pablo Dufour, Dr. Edward Jones Corredera, and Dr. Emanuele Salerno, also examined annotations that thousands of owners and readers have left in IBP copies over four centuries, offering original insights into the development of international law.Grotius' De iure belli ac pacis has been commonly regarded as the foundation of modern international law since its first appearance in 1625. Most major international law scholars have engaged with IBP, often owning and richly annotating their own copies. At key moments - including the demise of the Holy Roman Empire, the fall of Napoleon, and the end of both world wars - IBP was reissued with new commentaries by multinational projects devoted to restarting the international order. Despite the enormous literature on IBP's reception and influence, we cannot fully understand its impact without uncovering the history of IBP as a physical object, with hundreds of thousands of unpublished annotations arguing or agreeing with the text, updating and adapting its contents.Approaching Grotius' seminal work as a physical vehicle of the author's, the publishers', owners', and readers' engagement, The Unseen History radically expands and revises our understanding not only of IBP, but also of the academic discipline and lived practice of modern international law over the last four centuries. In addition to delving into the first nine editions' printing history, descriptive bibliography, and both Grotius' and the publishers' marketing and donation strategies, the book explores Grotius' subsequent impact on pro-slavery and abolitionist litigation as a case study of how the census' original findings can be applied to specific areas of reception. 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/religion

The Unseen History of International Law (Oxford University Press, 2025) locates and describes almost one thousand surviving copies of the first nine editions of Hugo Grotius' De iure belli ac pacis (IBP) published between 1625 and 1650. Meticulously reconstructing the publishing history of these first nine editions and cataloguing copies across hundreds of collections, The Unseen History provides fundamental data for reconstructing the impact of IBP across time and space. The authors, Dr. Mark Somos, Dr. Matthew Cleary, Dr. Pablo Dufour, Dr. Edward Jones Corredera, and Dr. Emanuele Salerno, also examined annotations that thousands of owners and readers have left in IBP copies over four centuries, offering original insights into the development of international law.Grotius' De iure belli ac pacis has been commonly regarded as the foundation of modern international law since its first appearance in 1625. Most major international law scholars have engaged with IBP, often owning and richly annotating their own copies. At key moments - including the demise of the Holy Roman Empire, the fall of Napoleon, and the end of both world wars - IBP was reissued with new commentaries by multinational projects devoted to restarting the international order. Despite the enormous literature on IBP's reception and influence, we cannot fully understand its impact without uncovering the history of IBP as a physical object, with hundreds of thousands of unpublished annotations arguing or agreeing with the text, updating and adapting its contents.Approaching Grotius' seminal work as a physical vehicle of the author's, the publishers', owners', and readers' engagement, The Unseen History radically expands and revises our understanding not only of IBP, but also of the academic discipline and lived practice of modern international law over the last four centuries. In addition to delving into the first nine editions' printing history, descriptive bibliography, and both Grotius' and the publishers' marketing and donation strategies, the book explores Grotius' subsequent impact on pro-slavery and abolitionist litigation as a case study of how the census' original findings can be applied to specific areas of reception. 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/law

The Unseen History of International Law (Oxford University Press, 2025) locates and describes almost one thousand surviving copies of the first nine editions of Hugo Grotius' De iure belli ac pacis (IBP) published between 1625 and 1650. Meticulously reconstructing the publishing history of these first nine editions and cataloguing copies across hundreds of collections, The Unseen History provides fundamental data for reconstructing the impact of IBP across time and space. The authors, Dr. Mark Somos, Dr. Matthew Cleary, Dr. Pablo Dufour, Dr. Edward Jones Corredera, and Dr. Emanuele Salerno, also examined annotations that thousands of owners and readers have left in IBP copies over four centuries, offering original insights into the development of international law.Grotius' De iure belli ac pacis has been commonly regarded as the foundation of modern international law since its first appearance in 1625. Most major international law scholars have engaged with IBP, often owning and richly annotating their own copies. At key moments - including the demise of the Holy Roman Empire, the fall of Napoleon, and the end of both world wars - IBP was reissued with new commentaries by multinational projects devoted to restarting the international order. Despite the enormous literature on IBP's reception and influence, we cannot fully understand its impact without uncovering the history of IBP as a physical object, with hundreds of thousands of unpublished annotations arguing or agreeing with the text, updating and adapting its contents.Approaching Grotius' seminal work as a physical vehicle of the author's, the publishers', owners', and readers' engagement, The Unseen History radically expands and revises our understanding not only of IBP, but also of the academic discipline and lived practice of modern international law over the last four centuries. In addition to delving into the first nine editions' printing history, descriptive bibliography, and both Grotius' and the publishers' marketing and donation strategies, the book explores Grotius' subsequent impact on pro-slavery and abolitionist litigation as a case study of how the census' original findings can be applied to specific areas of reception. 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

Edward Jones financial advisor Lee Colvin joins host Bryan Barrett as they discuss is it better to pay off debts or invest.

On this MADM, Vanessa Okwuraiwe as she shares about a new study done by Edward Jones to assist caregivers in this often challenging undertaking. Sponsor: Hydration Lounge HydrationL.com

On tonight's show, we are focused on caregiving. To start things off, I'm talking to Jessica Guthrie, a caregiver to her mother for the past 10 years, and Debra Barrett, vice president of corporate affairs at Otsuka, about the documentary executive produced by Bradley Cooper called Caregiving. After that, I'll be talking with Edward Jones' Vanessa Okwuraiwe as she shares about a new study done by Edward Jones to assist caregivers in this often challenging undertaking.

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.

Bryan Barrett talks with Edward Jones financial advisor Lee Colvin about observing "Save for Education Day" with a 529 Plan.

In today's episode of The Edge of Excellence podcast, co-host Sean Phelps is joined by Dave Foster, the Founder and CEO of Gateway Wealth Management.In this insightful conversation, Sean and Dave explore a nuanced journey of personal growth, career evolution, and the often-overlooked importance of perseverance. Through stories of early challenges and surprising pivots, you'll learn how formative experiences—especially those that test one's limits—can shape not just career paths but also character.Dave reflects on a transformative period of his life, recounting both the obstacles and the small wins that contributed to his long-term success. These reflections highlight a broader theme: that the path to professional fulfillment isn't always linear, and sometimes the most valuable lessons are learned not through easy victories, but through enduring tough seasons with intention.This episode is a compelling reminder that personal and professional mastery often emerges from taking the long view—and having the courage to try, stumble, and keep going anyway.Don't miss another episode of The Edge of Excellence podcast. Leave a review and subscribe todayWhat You Will Learn In This Show:Dave's initial interest in business, influenced by his father, who was a CEO of an animal feed manufacturing company.The value of thick skin and persistence, essential skills for a career in sales and business management.The challenges of selling financial advice with Edward Jones, where rejection feels personal compared to selling paint jobs at College Works.The psychological aspects of financial advice, particularly in helping clients through life changes like the death of a spouse. The importance of balancing long-term goals with enjoying the present as outlined in the book 'Die with Zero' by Bill Perkins.And much more...Guest Bio:Dave Foster is the Founder and CEO of Gateway Wealth Management, a fee-only advisory firm based in St. Louis. A CFP®, RICP®, and CAP® professional, he specializes in retirement income and tax planning. Dave is also the host of the Gateway Giving Podcast, where he explores philanthropy and purposeful wealth. When he's not helping clients or behind the mic, you'll find him hiking, playing baseball, or hanging out with his wife and three kids.Resources:Dave's LinkedInGateway Wealth ManagementDie with Zero book

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.

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

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.

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.

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

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!

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

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

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.