Podcasts about member finra

Financial Advisor Tim Russell, CFP®, Pastor Drew Gysi, and Tyler Rutherford discuss "Buy Now Pay Later."Buy our new book: The Good StewardSee the show notes here!Learn more at: StewardologyPodcast.comSchedule a Personal Stewardship Review at: StewardologyPodcast.com/ReviewGet in touch with us at: Contact@StewardologyPodcast.comor call us at: (800) 688-5800Send us episode ideas! StewardologyPodcast.com/ideaSubscribe to get episodes delivered to your inbox every week.Follow along: Facebook, InstagramA ministry of Life Financial Group & Life Institute.Securities and Advisory Services offered through GENEOS WEALTH MANAGEMENT, INC. Member FINRA and SIPC

Financial Advisor Tim Russell, CFP®, Pastor Drew Gysi, and Tyler Rutherford discuss what faithful stewardship looks like in a cashless society.Buy our new book: The Good StewardSee the show notes here!Learn more at: StewardologyPodcast.comSchedule a Personal Stewardship Review at: StewardologyPodcast.com/ReviewGet in touch with us at: Contact@StewardologyPodcast.comor call us at: (800) 688-5800Send us episode ideas! StewardologyPodcast.com/ideaSubscribe to get episodes delivered to your inbox every week.Follow along: Facebook, InstagramA ministry of Life Financial Group & Life Institute.Securities and Advisory Services offered through GENEOS WEALTH MANAGEMENT, INC. Member FINRA and SIPC

Channing Hamlet, Managing Director and Co-Founder of Objective, Investment Banking & Valuation, joins Amanda Ma, CEO & Founder of Innovate Marketing Group, to discuss the rising "flight to quality" in the event industry. Learn how consolidation is transforming the landscape — and how event businesses can adapt, scale, and thrive in a shifting market.About the guest:Channing Hamlet is the Managing Director and Co-Founder of Objective, Investment Banking & Valuation. He leads the firm's Business Services & Life Sciences Practice. With over 25 years of experience in investment banking and business valuation, Channing brings deep expertise and strategic insight to Objective's clients. His recent notable transactions include the sale of 360 Destination Management to H.I.G. Capital and Supreme to Trinity Hunt Partners. An active member of the Los Angeles advisor community, Channing has served on the boards of the Exit Planning Institute, ACG LA, and EO LA. He is also passionate about philanthropy, particularly through his involvement with Reality Changers.  Prior to joining Objective, Mr. Hamlet served as a Managing Director of Cabrillo Advisors, where he was instrumental in both leading their M&A execution and growing the valuation practice from inception into a national entity serving more than 700 clients in five years. Previously, he served as a Director at Vistage; Principal at LLR Partners, a $260 million private-equity firm; and member of Legg Mason's Investment Banking group. He has a Master's Degree in Operations Research and a Bachelor of Science in Mechanical Engineering from Cornell University. He holds FINRA Series 7, 63 and 79 licenses and is a Registered Representative of BA Securities LLC, Member FINRA SIPC.Connect with Channing Hamlet on LinkedIn hereRead about the sale of 360 Destination Management Group hereDownload the The Introspective CEO's Guide to Selling a Business, a high-level workbook covering key considerations for those contemplating a sale here.Objective, Investment Banking & Valuation is a leading firm serving middle market companies across key industries including Business Services, Consumer, Healthcare Tech, Life Sciences, Manufacturing, and Technology. We offer M&A advisory through our investment banking group and a full suite of valuation services for tax, financial reporting, and strategic planning. Since 2006, our team has completed over 500 M&A deals and thousands of valuations. Learn more at objectiveibv.comThis podcast episode is for informational purposes only and does not constitute investment, legal, or tax advice. Securities offered through BA Securities, LLC, Member FINRA, SIPC. Objective and BA Securities, LLC are separate, unaffiliated entities.EventUp is brought to you by Innovate Marketing Group. An award-winning Corporate Event and Experiential Marketing Agency based in Los Angeles, California. Creating Nationwide Immersive Event Experiences to help brands connect with people. To learn more, click here⁠⁠.Follow us!Find us on ⁠⁠LinkedIn, ⁠⁠⁠⁠EventUp Podcast LinkedIn⁠⁠ , and ⁠⁠Instagram

Feeling dizzy from all the financial advice spinning around? I'm here to inject some sanity into your investment strategy with a dose of simplicity. Discover why 'time in the market' trumps 'timing the market' and how you can build wealth without becoming a stock market psychic. To learn more about investing without the headache, tune in to this week's show. SOCIAL LINKS: Facebook: https://www.facebook.com/AaronKatsmanLC/ LinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/ SUBSCRIBE TO THE PODCAST: iTunes: https://podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142 Stitcher: https://www.stitcher.com/podcast/the-aaron-katsman-show Spotify: https://open.spotify.com/show/1lePc1pC0giBFV1nzCGsQR VISIT MY WEBSITE: Website: https://www.aaronkatsman.com/ CONTACT ME: Email me: aaron@lighthousecapital.co.il DISCLAIMER: Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.

Financial Advisor Tim Russell, CFP® and Tyler Rutherford ask Pastor Drew Gysi questions about financial stewardshipBuy our new book: The Good StewardSee the show notes here!Learn more at: StewardologyPodcast.comSchedule a Personal Stewardship Review at: StewardologyPodcast.com/ReviewGet in touch with us at: Contact@StewardologyPodcast.comor call us at: (800) 688-5800Send us episode ideas! StewardologyPodcast.com/ideaSubscribe to get episodes delivered to your inbox every week.Follow along: Facebook, InstagramA ministry of Life Financial Group & Life Institute.Securities and Advisory Services offered through GENEOS WEALTH MANAGEMENT, INC. Member FINRA and SIPC

Tired of playing stock market roulette? I'm revealing why most investors are terrible at selling stocks and how this one fatal flaw could be costing you big time. Spoiler alert: the solution might be simpler than you think. To learn how to avoid common pitfalls and potentially boost your returns, tune in! ________________________________________________________________ SOCIAL LINKS: Facebook: https://www.facebook.com/AaronKatsmanLC/ LinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/ ________________________________________________________________ SUBSCRIBE TO THE PODCAST: iTunes: https://podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142 Stitcher: https://www.stitcher.com/podcast/the-aaron-katsman-show Spotify: https://open.spotify.com/show/1lePc1pC0giBFV1nzCGsQR ________________________________________________________________ VISIT MY WEBSITE: Website: https://www.aaronkatsman.com/ ________________________________________________________________ CONTACT ME: Email me: aaron@lighthousecapital.co.il ________________________________________________________________ DISCLAIMER: Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.

Financial Advisor Tim Russell, CFP®, Pastor Drew Gysi, and Tyler Rutherford reflect on the impact of Life Institute's Stewardship Lifestyle Seminars.Buy our new book: The Good StewardSee the show notes here!Learn more at: StewardologyPodcast.comSchedule a Personal Stewardship Review at: StewardologyPodcast.com/ReviewGet in touch with us at: Contact@StewardologyPodcast.comor call us at: (800) 688-5800Send us episode ideas! StewardologyPodcast.com/ideaSubscribe to get episodes delivered to your inbox every week.Follow along: Facebook, InstagramA ministry of Life Financial Group & Life Institute.Securities and Advisory Services offered through GENEOS WEALTH MANAGEMENT, INC. Member FINRA and SIPC

Want to know the secret to financial freedom? Hint: It's not about finding the perfect credit card. I'm breaking down the essentials of budgeting, debt elimination, and smart saving strategies that'll have you feeling like a money boss in no time. No get-rich-quick schemes here, just solid advice to keep your finances on track. To learn more about building real wealth without the fluff, tune in! Happy Independence Day, Israel!

Financial Advisor Tim Russell, CFP®, Pastor Drew Gysi, and Tyler Rutherford discuss the top budgeting mistakes we see at our seminars.Buy our new book: The Good StewardSee the show notes here!Learn more at: StewardologyPodcast.comSchedule a Personal Stewardship Review at: StewardologyPodcast.com/ReviewGet in touch with us at: Contact@StewardologyPodcast.comor call us at: (800) 688-5800Send us episode ideas! StewardologyPodcast.com/ideaSubscribe to get episodes delivered to your inbox every week.Follow along: Facebook, InstagramA ministry of Life Financial Group & Life Institute.Securities and Advisory Services offered through GENEOS WEALTH MANAGEMENT, INC. Member FINRA and SIPC

Get your copy of The Good Steward today!Buy on AmazonGet one for yourself and one for a friend!Subscribe to get episodes delivered to your inbox every week.Follow along: Facebook, InstagramA ministry of Life Financial Group & Life Institute.Securities and Advisory Services offered through GENEOS WEALTH MANAGEMENT, INC. Member FINRA and SIPC

Feeling like the economy is out to get you? I'm here to show you why living a "financially correct" life is your best defense against economic mood swings. Discover how budgeting, saving, and smart investing can turn you from a financial worry-wart into a cool, calm, and collected money maven. To discover strategies for responsible investing without unnecessary stress, tune in! ________________________________________________________________ SOCIAL LINKS: Facebook: https://www.facebook.com/AaronKatsmanLC/ LinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/ ________________________________________________________________ SUBSCRIBE TO THE PODCAST: iTunes: https://podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142 Stitcher: https://www.stitcher.com/podcast/the-aaron-katsman-show Spotify: https://open.spotify.com/show/1lePc1pC0giBFV1nzCGsQR ________________________________________________________________ VISIT MY WEBSITE: Website: https://www.aaronkatsman.com/ ________________________________________________________________ CONTACT ME: Email me: aaron@lighthousecapital.co.il ________________________________________________________________ DISCLAIMER: Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.

Financial Advisor Tim Russell, CFP®, Pastor Drew Gysi, and Tyler Rutherford discuss how to "DOGE" your budget.Buy our new book: The Good StewardSee the show notes here!Learn more at: StewardologyPodcast.comSchedule a Personal Stewardship Review at: StewardologyPodcast.com/ReviewGet in touch with us at: Contact@StewardologyPodcast.comor call us at: (800) 688-5800Send us episode ideas! StewardologyPodcast.com/ideaSubscribe to get episodes delivered to your inbox every week.Follow along: Facebook, InstagramA ministry of Life Financial Group & Life Institute.Securities and Advisory Services offered through GENEOS WEALTH MANAGEMENT, INC. Member FINRA and SIPC

Are you too good for menial jobs? Think again, smarty-pants. I'm dishing out some tough love on why no honest work is beneath you, and how your attitude might be keeping you broke. From ancient wisdom to modern-day hustle, I'll break down why rolling up your sleeves beats handouts any day. To learn more about building true financial independence, tune in to this week's episode. ________________________________________________________________ SOCIAL LINKS: Facebook: https://www.facebook.com/AaronKatsmanLC/ LinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/ ________________________________________________________________ SUBSCRIBE TO THE PODCAST: iTunes: https://podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142 Stitcher: https://www.stitcher.com/podcast/the-aaron-katsman-show Spotify: https://open.spotify.com/show/1lePc1pC0giBFV1nzCGsQR ________________________________________________________________ VISIT MY WEBSITE: Website: https://www.aaronkatsman.com/ ________________________________________________________________ CONTACT ME: Email me: aaron@lighthousecapital.co.il ________________________________________________________________ DISCLAIMER: Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.

Financial Advisor Tim Russell, CFP®, Pastor Drew Gysi, and Tyler Rutherford discuss questions to ask when hiring a financial advisor. See the show notes here!Learn more at: StewardologyPodcast.comSchedule a Personal Stewardship Review at: StewardologyPodcast.com/ReviewGet in touch with us at: Contact@StewardologyPodcast.comor call us at: (800) 688-5800Send us episode ideas! StewardologyPodcast.com/ideaSubscribe to get episodes delivered to your inbox every week.Follow along: Facebook, InstagramA ministry of Life Financial Group & Life Institute.Securities and Advisory Services offered through GENEOS WEALTH MANAGEMENT, INC. Member FINRA and SIPC

Financial Advisor Tim Russell, CFP® and Tyler Rutherford Talk about recent market swings, tariffs, and what to do next.Buy our new book: The Good StewardLearn more at: StewardologyPodcast.comSchedule a Personal Stewardship Review at: StewardologyPodcast.com/ReviewGet in touch with us at: Contact@StewardologyPodcast.comor call us at: (800) 688-5800Send us episode ideas! StewardologyPodcast.com/ideaSubscribe to get episodes delivered to your inbox every week.Follow along: Facebook, InstagramA ministry of Life Financial Group & Life Institute.Securities and Advisory Services offered through GENEOS WEALTH MANAGEMENT, INC. Member FINRA and SIPC

Financial Advisor Tim Russell, CFP®, Pastor Drew Gysi, and Tyler Rutherford discuss whether or not Social Security will be around when you need it.Preorder our new book, The Good Steward. See the show notes here!Learn more at: StewardologyPodcast.comSchedule a Personal Stewardship Review at: StewardologyPodcast.com/ReviewGet in touch with us at: Contact@StewardologyPodcast.comor call us at: (800) 688-5800Send us episode ideas! StewardologyPodcast.com/ideaSubscribe to get episodes delivered to your inbox every week.Follow along: Facebook, InstagramA ministry of Life Financial Group & Life Institute.Securities and Advisory Services offered through GENEOS WEALTH MANAGEMENT, INC. Member FINRA and SIPC

Feeling like your portfolio just took a nosedive off a fiscal cliff? Don't panic! Today I'm serving up a dose of financial reality with a side of perspective. From tax-loss harvesting to long-term thinking, I'll show you how to turn market lemons into lemonade. To learn more about staying cool when the market's not, tune in now! ________________________________________________________________ SOCIAL LINKS: Facebook: https://www.facebook.com/AaronKatsmanLC/ LinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/ ________________________________________________________________ SUBSCRIBE TO THE PODCAST: iTunes: https://podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142 Stitcher: https://www.stitcher.com/podcast/the-aaron-katsman-show Spotify: https://open.spotify.com/show/1lePc1pC0giBFV1nzCGsQR ________________________________________________________________ VISIT MY WEBSITE: Website: https://www.aaronkatsman.com/ ________________________________________________________________ CONTACT ME: Email me: aaron@lighthousecapital.co.il ________________________________________________________________ DISCLAIMER: Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.

Financial Advisor Tim Russell, CFP® and Tyler Rutherford discuss a quote from R.C. Sproul that made us stop in our tracks.Preorder our new book, The Good Steward.See the show notes here!Learn more at: StewardologyPodcast.comSchedule a Personal Stewardship Review at: StewardologyPodcast.com/ReviewGet in touch with us at: Contact@StewardologyPodcast.comor call us at: (800) 688-5800Send us episode ideas! StewardologyPodcast.com/ideaSubscribe to get episodes delivered to your inbox every week.Follow along: Facebook, InstagramA ministry of Life Financial Group & Life Institute.Securities and Advisory Services offered through GENEOS WEALTH MANAGEMENT, INC. Member FINRA and SIPC

Is the S&P 500 really your ticket to financial bliss? I'm debunking the one-size-fits-all investing myth and revealing why your personality matters more than market trends. Discover how to tailor your portfolio to your comfort level, without losing sleep or your sanity. To learn more about keeping your investments as simple as your morning coffee order, tune in now. ________________________________________________________________ SOCIAL LINKS: Facebook: https://www.facebook.com/AaronKatsmanLC/ LinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/ ________________________________________________________________ SUBSCRIBE TO THE PODCAST: iTunes: https://podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142 Stitcher: https://www.stitcher.com/podcast/the-aaron-katsman-show Spotify: https://open.spotify.com/show/1lePc1pC0giBFV1nzCGsQR ________________________________________________________________ VISIT MY WEBSITE: Website: https://www.aaronkatsman.com/ ________________________________________________________________ CONTACT ME: Email me: aaron@lighthousecapital.co.il ________________________________________________________________ DISCLAIMER: Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.

Ready to take your investment game to the next level? Discover the secret weapon of smart investors: economic moats! These unique business advantages can help companies crush their competition and keep their profits strong—no matter the market conditions. Whether you're managing U.S. investments from abroad or just looking to build a portfolio you can feel confident about, this episode has the insights you need to spot the winners and dodge the duds. Key Takeaways: Learn what makes an economic moat and how it protects a company's edge Uncover simple ways to identify businesses built to thrive long-term Get actionable strategies to diversify your investments and stay ahead of the curve Want more tips to supercharge your portfolio? Check out the Doug's blog at profile-financial.com/blog The information provided here is intended for educational purposes only and is not to be considered legal, tax, or investment advice. Securities offered through Portfolio Resources Group, Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not those of Portfolio Resources Group, Inc. or its affiliates.

Financial Advisor Tim Russell, CFP® and Tyler Rutherford discuss stewardship lessons from an odd engagement, found in Genesis 24.Preorder our new book, The Good Steward. See the show notes here!Learn more at: StewardologyPodcast.comSchedule a Personal Stewardship Review at: StewardologyPodcast.com/ReviewGet in touch with us at: Contact@StewardologyPodcast.comor call us at: (800) 688-5800Send us episode ideas! StewardologyPodcast.com/ideaSubscribe to get episodes delivered to your inbox every week.Follow along: Facebook, InstagramA ministry of Life Financial Group & Life Institute.Securities and Advisory Services offered through GENEOS WEALTH MANAGEMENT, INC. Member FINRA and SIPC

Why are the top 10 stocks in the S&P 500 like musical chairs? I'm breaking down why the S&P 500's top dogs are constantly changing and how this impacts your investment strategy. Hint: It might be time to ditch that crystal ball and embrace a more laid-back approach. To learn more about riding the wave of market evolution without the stress, tune in now! ________________________________________________________________ SOCIAL LINKS: Facebook: https://www.facebook.com/AaronKatsmanLC/ LinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/ ________________________________________________________________ SUBSCRIBE TO THE PODCAST: iTunes: https://podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142 Stitcher: https://www.stitcher.com/podcast/the-aaron-katsman-show Spotify: https://open.spotify.com/show/1lePc1pC0giBFV1nzCGsQR ________________________________________________________________ VISIT MY WEBSITE: Website: https://www.aaronkatsman.com/ ________________________________________________________________ CONTACT ME: Email me: aaron@lighthousecapital.co.il ________________________________________________________________ DISCLAIMER: Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.

Think you can outsmart the stock market? Think again! Investors who chase market highs and lows often lose out on long-term gains. This episode reveals why emotional decisions and frequent trading are draining your wealth, and how a simple, steady approach can help you build a strong, diversified portfolio. You'll learn why staying invested matters, how compounding grows your wealth over time, and the hidden trading costs that can quietly sabotage your success. Stop second-guessing yourself every time the market shifts—investing doesn't have to be complicated. Ready to get serious about smart investing strategies? Let's dive in. Key Takeaways: Timing the market rarely works and often leads to missing out on the best days for returns Frequent trading can rack up hidden costs and higher taxes, hurting your portfolio Compounding is your most powerful ally—let it work its magic by staying invested

Financial Advisor Tim Russell, CFP® and Tyler Rutherford discuss how to win the war against Money Dysmorphia.See the show notes here!Learn more at: StewardologyPodcast.comSchedule a Personal Stewardship Review at: StewardologyPodcast.com/ReviewGet in touch with us at: Contact@StewardologyPodcast.comor call us at: (800) 688-5800Send us episode ideas! StewardologyPodcast.com/ideaLife InstituteStewardship Seminars from a Biblical WorldviewDisclaimer: This post contains affiliate links. If you make a purchase, I may receive a commission at no extra cost to you.Subscribe to get episodes delivered to your inbox every week.Follow along: Facebook, InstagramA ministry of Life Financial Group & Life Institute.Securities and Advisory Services offered through GENEOS WEALTH MANAGEMENT, INC. Member FINRA and SIPC

Ever feel like the stock market is giving you financial whiplash? I'm breaking down three simple tips to weather the storm of volatility, tariffs, and recession fears. From diversifying your portfolio to embracing the zen of long-term investing, I'll show you how to stay the course without popping antacids. To learn more about navigating the choppy waters of investing, dive into this video. ________________________________________________________________ SOCIAL LINKS: Facebook: https://www.facebook.com/AaronKatsmanLC/ LinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/ ________________________________________________________________ SUBSCRIBE TO THE PODCAST: iTunes: https://podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142 Stitcher: https://www.stitcher.com/podcast/the-aaron-katsman-show Spotify: https://open.spotify.com/show/1lePc1pC0giBFV1nzCGsQR ________________________________________________________________ VISIT MY WEBSITE: Website: https://www.aaronkatsman.com/ ________________________________________________________________ CONTACT ME: Email me: aaron@lighthousecapital.co.il ________________________________________________________________ DISCLAIMER: Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.

Financial Advisor Tim Russell, CFP® and Tyler Rutherford discuss what you should do with surplus funds.See the show notes here!Learn more at: StewardologyPodcast.comSchedule a Personal Stewardship Review at: StewardologyPodcast.com/ReviewGet in touch with us at: Contact@StewardologyPodcast.comor call us at: (800) 688-5800Send us episode ideas! StewardologyPodcast.com/ideaLife Financial Group, Inc.Wealth Management from a Biblical WorldviewDisclaimer: This post contains affiliate links. If you make a purchase, I may receive a commission at no extra cost to you.Subscribe to get episodes delivered to your inbox every week.Follow along: Facebook, InstagramA ministry of Life Financial Group & Life Institute.Securities and Advisory Services offered through GENEOS WEALTH MANAGEMENT, INC. Member FINRA and SIPC

Are market crashes keeping you up at night? I'm here to tell you why panicking is the last thing you should do. From debunking the myth of timing the market to explaining why your long-term strategy trumps short-term volatility, I'll show you how to keep your cool when stocks take a nosedive. To learn more about staying sane in a crazy market, listen now! - SOCIAL LINKS: Facebook: https://www.facebook.com/AaronKatsmanLC/ LinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/ - SUBSCRIBE TO THE PODCAST: iTunes: https://podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142 Stitcher: https://www.stitcher.com/podcast/the-aaron-katsman-show Spotify: https://open.spotify.com/show/1lePc1pC0giBFV1nzCGsQR - VISIT MY WEBSITE: Website: https://www.aaronkatsman.com/ - CONTACT ME: Email me: aaron@lighthousecapital.co.il - DISCLAIMER: Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.

Financial Advisor Tim Russell, CFP® and Tyler Rutherford discuss Net Worth. Does it matter? How do you calculate it?See the show notes here!Learn more at: StewardologyPodcast.comSchedule a Personal Stewardship Review at: StewardologyPodcast.com/ReviewGet in touch with us at: Contact@StewardologyPodcast.comor call us at: (800) 688-5800Send us episode ideas! StewardologyPodcast.com/ideaLife Financial Group, Inc.Wealth Management from a Biblical WorldviewDisclaimer: This post contains affiliate links. If you make a purchase, I may receive a commission at no extra cost to you.Subscribe to get episodes delivered to your inbox every week.Follow along: Facebook, InstagramA ministry of Life Financial Group & Life Institute.Securities and Advisory Services offered through GENEOS WEALTH MANAGEMENT, INC. Member FINRA and SIPC

Why do most DIY investors panic when markets tumble? Today, we're breaking down the critical relationship between time horizons, asset allocation, and your ability to sleep at night during market crashes. Spoiler alert: that ultra-low-fee ETF won't save you if you panic-sell during the next correction. To learn more about creating an investment strategy you can actually stick with, watch now. ________________________________________________________________ SOCIAL LINKS: Facebook: https://www.facebook.com/AaronKatsmanLC/ LinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/ ________________________________________________________________ SUBSCRIBE TO THE PODCAST: iTunes: https://podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142 Stitcher: https://www.stitcher.com/podcast/the-aaron-katsman-show Spotify: https://open.spotify.com/show/1lePc1pC0giBFV1nzCGsQR ________________________________________________________________ VISIT MY WEBSITE: Website: https://www.aaronkatsman.com/ ________________________________________________________________ CONTACT ME: Email me: aaron@lighthousecapital.co.il ________________________________________________________________ DISCLAIMER: Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.

In this episode of Becoming Work Optional, Matt and Rachael focus on overrated financial planning topics, emphasizing the importance of distinguishing between effective strategies and those driven by marketing hype. Key discussions included the limitations of direct indexing, the misconceptions surrounding dividend investing, and the realities of real estate as a source of passive income. The speakers encouraged a more thoughtful approach to investing, prioritizing total returns and personal financial goals over popular trends.Key Points Discussed:Many financial planning topics are overrated and distract from important strategies.Work optional status emphasizes meaningful projects over traditional retirement.Direct indexing may be more marketing than a beneficial investment strategy.Tax loss harvesting has limitations and may not guarantee better performance.Dividend investing focuses on total return, not just income from dividends.Crypto is often marketed as a financial escape, which can be misleading.Real estate is not truly passive income; it requires significant management effort.Private investments carry high risks and fees; not essential for wealth growth.Traditional retirement and extreme frugality are often overrated concepts.Business expense write-offs are not free money; they simply reduce taxable income.Join Rachael and Matt as they provide practical advice for navigating the complex world of personal finance, helping listeners make informed decisions to secure their financial future.RachaelX/Twitter - @camp_wealthrachaelcampwealth.comMattX/Twitter - @matthew_garasicunrivaledwm.comDisclaimer: This podcast provides general information and discussion about finance, investing, and related subjects. The content provided in this podcast is not intended as investment advice and should not be taken as such. Always seek the advice of a professional or conduct your own research before making financial decisions.Rachael Camp offers advisory Services are offered through Creative Financial Designs, Inc., a Registered Investment Adviser, and Securities are offered through cfd Investments, Inc., a Registered Broker/Dealer, Member FINRA & SIPC, 2704 S. Goyer Rd., Kokomo, IN 46902. 765-453-9600.Neither Camp Wealth or Unrivaled Wealth Management are affiliated with the CFD companies or each other.

Financial Advisor Tim Russell, CFP® and Tyler Rutherford answer financial questions submitted by the audience.See the show notes here!Learn more at: StewardologyPodcast.comSchedule a Personal Stewardship Review at: StewardologyPodcast.com/ReviewGet in touch with us at: Contact@StewardologyPodcast.comor call us at: (800) 688-5800Send us episode ideas! StewardologyPodcast.com/ideaLife Financial Group, Inc.Wealth Management from a Biblical WorldviewDisclaimer: This post contains affiliate links. If you make a purchase, I may receive a commission at no extra cost to you.Subscribe to get episodes delivered to your inbox every week.Follow along: Facebook, InstagramA ministry of Life Financial Group & Life Institute.Securities and Advisory Services offered through GENEOS WEALTH MANAGEMENT, INC. Member FINRA and SIPC

Trying to perfectly time the market? Just like Jerusalem's weather forecasters who can't predict tomorrow's snowfall, market "experts" are wrong more than half the time! The proven path to wealth isn't about jumping in and out based on hunches or headlines. It's time IN the market, not TIMING the market - check out my full podcast episode for the "secret formula"! SOCIAL LINKS: Facebook: https://www.facebook.com/AaronKatsmanLC/ LinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/ SUBSCRIBE TO THE PODCAST: iTunes: https://podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142 Stitcher: https://www.stitcher.com/podcast/the-aaron-katsman-show Spotify: https://open.spotify.com/show/1lePc1pC0giBFV1nzCGsQR VISIT MY WEBSITE: Website: https://www.aaronkatsman.com/ CONTACT ME: Email me: aaron@lighthousecapital.co.il DISCLAIMER: Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.

Financial Advisor Tim Russell, CFP®, Pastor Drew Gysi, and Tyler Rutherford discuss what God's Word says about paying taxes.See the show notes here!Learn more at: StewardologyPodcast.comSchedule a Personal Stewardship Review at: StewardologyPodcast.com/ReviewGet in touch with us at: Contact@StewardologyPodcast.comor call us at: (800) 688-5800Send us episode ideas! StewardologyPodcast.com/ideaSubscribe to get episodes delivered to your inbox every week.Follow along: Facebook, InstagramA ministry of Life Financial Group & Life Institute.Securities and Advisory Services offered through GENEOS WEALTH MANAGEMENT, INC. Member FINRA and SIPC

Your rich uncle left you money - now your spouse wants joint account access. What could possibly go wrong? From honoring the deceased's wishes to preparing for worst-case scenarios, I'm breaking down this delicate financial dance that many couples face. Whether your marriage is solid as a rock or slightly rocky, you'll want to hear these insights before making any moves with your inheritance. ________________________________________________________________ SOCIAL LINKS: Facebook: https://www.facebook.com/AaronKatsmanLC/ LinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/ ________________________________________________________________ SUBSCRIBE TO THE PODCAST: iTunes: https://podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142 Stitcher: https://www.stitcher.com/podcast/the-aaron-katsman-show Spotify: https://open.spotify.com/show/1lePc1pC0giBFV1nzCGsQR ________________________________________________________________ VISIT MY WEBSITE: Website: https://www.aaronkatsman.com/ ________________________________________________________________ CONTACT ME: Email me: aaron@lighthousecapital.co.il ________________________________________________________________ DISCLAIMER: Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.

In this episode of Becoming Work Optional, Matt and Rachael focus on the benefits and considerations of electing S-Corp status for business owners, particularly regarding self-employment tax savings. Key points included the importance of determining a reasonable salary, the implications of QBI deductions, and the necessity of maintaining clean financial records. They emphasize consulting with professionals to navigate the complexities of S-Corp elections and ensure compliance with tax laws.Key Points Discussed:S-Corp election can significantly reduce self-employment tax for profitable business owners.S-Corp is a tax status, not an entity type; requires LLC or corporation first.Electing S-Corp adds payroll and separate tax return requirements.Reasonable salary must be justified to avoid IRS penalties.QBI deduction and retirement contributions impact tax savings and salary decisions.Commingling personal and business funds can lead to legal issues.Some states may not favor S-Corp status; check local regulations.Professional guidance is essential for navigating S-Corp complexities and compliance.Join Rachael and Matt as they provide practical advice for navigating the complex world of personal finance, helping listeners make informed decisions to secure their financial future.RachaelX/Twitter - @camp_wealthrachaelcampwealth.comMattX/Twitter - @matthew_garasicunrivaledwm.comDisclaimer: This podcast provides general information and discussion about finance, investing, and related subjects. The content provided in this podcast is not intended as investment advice and should not be taken as such. Always seek the advice of a professional or conduct your own research before making financial decisions.Rachael Camp offers advisory Services are offered through Creative Financial Designs, Inc., a Registered Investment Adviser, and Securities are offered through cfd Investments, Inc., a Registered Broker/Dealer, Member FINRA & SIPC, 2704 S. Goyer Rd., Kokomo, IN 46902. 765-453-9600.Neither Camp Wealth or Unrivaled Wealth Management are affiliated with the CFD companies or each other.

Financial Advisor Tim Russell, CFP®, Pastor Drew Gysi, and Tyler Rutherford discuss how to balance saving for retirement while paying for your children's education.See the show notes here!Learn more at: StewardologyPodcast.comSchedule a Personal Stewardship Review at: StewardologyPodcast.com/ReviewGet in touch with us at: Contact@StewardologyPodcast.comor call us at: (800) 688-5800Send us episode ideas! StewardologyPodcast.com/ideaSubscribe to get episodes delivered to your inbox every week.Follow along: Facebook, InstagramA ministry of Life Financial Group & Life Institute.Securities and Advisory Services offered through GENEOS WEALTH MANAGEMENT, INC. Member FINRA and SIPC

I joined the brilliant Mirit Hoffman on her Golden Topics podcast to dissect the complex world of second relationships and investment planning - because nothing says romance like prenups and estate planning! We dive into real stories of what happens when good intentions meet poor planning, and how to avoid turning your blended family into a financial battlefield. From joint accounts to inheritance disputes, we cover it all. For more great content, watch our full chat and give Mirit a follow - let her know Aaron sent you! ABOUT MIRIT: Mirit is an elderlaw lawyer and a Gerontologist and owns a private law practice. Her practice focuses on helping mainly senior citizens to stay in control when they reach significant junctions in their lives. This includes helping them with their estate planning by preparing wills, enduring power of attorney, pre-nups and financial agreements for a second marriage, trusts and advising on estate and tax issues relating to people who have dual citizenship. She is a member of the Global Society of Trust and Estate Practitioners (STEP) and lectures on the importance of Estate Planning. In addition, I have a podcast called “Golden Topics, Significant Crossroads for Seniors”, where I discuss with other professionals- that work /help/advise elders on critically important elder issues that directly impact their lives. CONTACT MIRIT: @mirithoffmanlawoffice Website: https://www.lawmirit.com/ Email: mirit@lawmirit.com Facebook: https://www.facebook.com/MiritHoffman SOCIAL LINKS: Facebook: https://www.facebook.com/AaronKatsmanLC/ Twitter: https://twitter.com/AaronKatsman LinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/ SUBSCRIBE TO THE PODCAST: iTunes: https://podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142 Stitcher: https://www.stitcher.com/podcast/the-aaron-katsman-show Spotify: https://open.spotify.com/show/1lePc1pC0giBFV1nzCGsQR VISIT MY WEBSITE: Website: https://www.aaronkatsman.com/ CONTACT ME: Email me: aaron@lighthousecapital.co.il DISCLAIMER: Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.

Financial Advisor Tim Russell, CFP®, Pastor Drew Gysi, and Tyler Rutherford discuss their recent Journey of Generosity.Let us know if you are interested in joining us on a journey of generosity!See the show notes here!Learn more at: StewardologyPodcast.comSchedule a Personal Stewardship Review at: StewardologyPodcast.com/ReviewGet in touch with us at: Contact@StewardologyPodcast.comor call us at: (800) 688-5800Send us episode ideas! StewardologyPodcast.com/ideaSubscribe to get episodes delivered to your inbox every week.Follow along: Facebook, InstagramA ministry of Life Financial Group & Life Institute.Securities and Advisory Services offered through GENEOS WEALTH MANAGEMENT, INC. Member FINRA and SIPC

Cognitive decline doesn't just affect your memory—it can freeze your finances SOLID. Today we are breaking down the must-know strategies for maintaining financial flexibility when cognitive decline threatens your independence. From joint accounts to power of attorney, I'll show you how to stay one step ahead of potential financial roadblocks. To learn more about protecting your financial autonomy, tune in. ________________________________________________________________ SOCIAL LINKS: Facebook: https://www.facebook.com/AaronKatsmanLC/ LinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/ ________________________________________________________________ SUBSCRIBE TO THE PODCAST: iTunes: https://podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142 Stitcher: https://www.stitcher.com/podcast/the-aaron-katsman-show Spotify: https://open.spotify.com/show/1lePc1pC0giBFV1nzCGsQR ________________________________________________________________ VISIT MY WEBSITE: Website: https://www.aaronkatsman.com/ ________________________________________________________________ CONTACT ME: Email me: aaron@lighthousecapital.co.il ________________________________________________________________ DISCLAIMER: Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.

In this episode of Becoming Work Optional, Matt and Rachael interview Matt Chiappetta, a CPA turned solopreneur, shares insights on his journey to achieving work optional status while emphasizing the importance of flexibility and lifestyle goals over revenue targets. He discussed the mental hurdles he faced before starting his business and the value of hiring a coach to navigate early challenges. The conversation highlighted the significance of taking action, maintaining a balanced approach to work and life, and the evolving definition of wealth and success.Key Points Discussed:Importance of flexibility in solopreneurship and work optional lifestyle.Mental hurdles faced before transitioning to solopreneurship.Value of hiring a business coach early on.Balancing lifestyle goals with business growth.Challenges of managing time during tax season.Common mistakes solopreneurs make regarding pricing and hiring.Importance of separating personal and business finances.Revenue goals structured in phases for financial planning.Emphasis on action over analysis paralysis in entrepreneurship.The significance of physical health for mental clarity and productivity.Join Rachael and Matt as they provide practical advice for navigating the complex world of personal finance, helping listeners make informed decisions to secure their financial future. Matt ChiappettaX/Twitter - @mattchiacpamattchia.cpaRachael X/Twitter - @camp_wealth rachaelcampwealth.com Matt X/Twitter - @matthew_garasic unrivaledwm.com Disclaimer: This podcast provides general information and discussion about finance, investing, and related subjects. The content provided in this podcast is not intended as investment advice and should not be taken as such. Always seek the advice of a professional or conduct your own research before making financial decisions. Rachael Camp offers advisory Services are offered through Creative Financial Designs, Inc., a Registered Investment Adviser, and Securities are offered through cfd Investments, Inc., a Registered Broker/Dealer, Member FINRA & SIPC, 2704 S. Goyer Rd., Kokomo, IN 46902. 765-453-9600. Neither Camp Wealth or Unrivaled Wealth Management are affiliated with the CFD companies or each other.

Financial Advisor Tim Russell, CFP®, Pastor Drew Gysi, and Tyler Rutherford discuss 10 tips to be more generous.See the show notes here!Learn more at: StewardologyPodcast.comSchedule a Personal Stewardship Review at: StewardologyPodcast.com/ReviewGet in touch with us at: Contact@StewardologyPodcast.comor call us at: (800) 688-5800Send us episode ideas! StewardologyPodcast.com/ideaSubscribe to get episodes delivered to your inbox every week.Follow along: Facebook, InstagramA ministry of Life Financial Group & Life Institute.Securities and Advisory Services offered through GENEOS WEALTH MANAGEMENT, INC. Member FINRA and SIPC

Required Minimum Distributions (RMDs) don't have to be a headache! Think of it like this: it's your money graduating from retirement savings school and finally heading out into the world. In this episode, we break down what RMDs really mean for your IRA, how to dodge those nasty penalties, and how to use these withdrawals to your advantage. Whether you're managing your own account or handling an inherited IRA, we've got you covered with the need-to-know info to keep Uncle Sam happy and your finances in check. Key Takeaways: Understand RMDs without the IRS jargon—simple, clear, and doable. Avoid penalties (because who wants to give the IRS an extra 25%?). Get the scoop on inherited IRAs and the rules that could save your family thousands. For more exclusive insights and tips, visit Doug's blog by going to https://profile-financial.com/blog    The information provided here is intended for educational purposes only and is not to be considered legal, tax, or investment advice. Securities offered through Portfolio Resources Group, Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not those of Portfolio Resources Group, Inc. or its affiliates.  

Financial Advisor Tim Russell, CFP® and Pastor Drew Gysi invite Stephen Rohrer on the show to discuss the responsibilities of the Christian steward.See the show notes here!Learn more at: StewardologyPodcast.comSchedule a Personal Stewardship Review at: StewardologyPodcast.com/ReviewGet in touch with us at: Contact@StewardologyPodcast.comor call us at: (800) 688-5800Send us episode ideas! StewardologyPodcast.com/ideaSubscribe to get episodes delivered to your inbox every week.Follow along: Facebook, InstagramA ministry of Life Financial Group & Life Institute.Securities and Advisory Services offered through GENEOS WEALTH MANAGEMENT, INC. Member FINRA and SIPC

In this episode of Becoming Work Optional, Matt and Rachael interview Aleksandr Volodarsky, CEO of Lemon.io. They discuss his journey growing up in the Soviet Union to building a successful tech company. The conversation highlights the importance of focusing on profitability, inspired by the book "Profit First," and how this approach has stabilized his business. Additionally, Volodarsky shares insights on entrepreneurship, personal finance, and the challenges of building in public.Key Points Discussed:Work optional status and pursuing passion projects over traditional retirement.CEO of Lemon.io, building a profitable company.Prioritizing profit before expenses for sustainable growth.Money habits shaped by Soviet Union upbringing.Entrepreneurship challenges and overcoming early business failures.Lemon.io: marketplace connecting tech companies with vetted engineers.Importance of sales and how crucial the skill is for founders to develop.Managing expenses to maintain profitability.Building in public: transparency in business growth and challenges.Balancing business expenses with personal financial goals.Join Rachael and Matt as they provide practical advice for navigating the complex world of personal finance, helping listeners make informed decisions to secure their financial future.Aleksandr Volodarsky X/Twitter - @volodarik lemon.io RachaelX/Twitter - @camp_wealth rachaelcampwealth.com Matt X/Twitter - @matthew_garasic unrivaledwm.comProfit First: Transform Your Business from a Cash-Eating Monster to a Money-Making Machine Book by Mike MichalowiczDisclaimer: This podcast provides general information and discussion about finance, investing, and related subjects. The content provided in this podcast is not intended as investment advice and should not be taken as such. Always seek the advice of a professional or conduct your own research before making financial decisions. Rachael Camp offers advisory Services are offered through Creative Financial Designs, Inc., a Registered Investment Adviser, and Securities are offered through cfd Investments, Inc., a Registered Broker/Dealer, Member FINRA & SIPC, 2704 S. Goyer Rd., Kokomo, IN 46902. 765-453-9600. Neither Camp Wealth or Unrivaled Wealth Management are affiliated with the CFD companies or each other.

Financial Advisor Tim Russell, CFP® and Pastor Drew Gysi invite Stephen Rohrer on the show to discuss the Stewardship MindsetSee the show notes here!Learn more at: StewardologyPodcast.comSchedule a Personal Stewardship Review at: StewardologyPodcast.com/ReviewGet in touch with us at: Contact@StewardologyPodcast.comor call us at: (800) 688-5800Send us episode ideas! StewardologyPodcast.com/ideaSubscribe to get episodes delivered to your inbox every week.Follow along: Facebook, InstagramA ministry of Life Financial Group & Life Institute.Securities and Advisory Services offered through GENEOS WEALTH MANAGEMENT, INC. Member FINRA and SIPC

Financial Advisor Tim Russell, CFP® and Pastor Drew Gysi invite Stephen Rohrer on the show to discuss why Jesus makes Stewardship a central theme. See the show notes here!Learn more at: StewardologyPodcast.comSchedule a Personal Stewardship Review at: StewardologyPodcast.com/ReviewGet in touch with us at: Contact@StewardologyPodcast.comor call us at: (800) 688-5800Send us episode ideas! StewardologyPodcast.com/ideaSubscribe to get episodes delivered to your inbox every week.Follow along: Facebook, InstagramA ministry of Life Financial Group & Life Institute.Securities and Advisory Services offered through GENEOS WEALTH MANAGEMENT, INC. Member FINRA and SIPC

Financial Advisor Tim Russell, CFP®, Pastor Drew Gysi, and Tyler Rutherford talk about their favorite episodes from 2024. See the show notes here!Learn more at: StewardologyPodcast.comSchedule a Personal Stewardship Review at: StewardologyPodcast.com/ReviewGet in touch with us at: Contact@StewardologyPodcast.comor call us at: (800) 688-5800Send us episode ideas! StewardologyPodcast.com/ideaSubscribe to get episodes delivered to your inbox every week.Follow along: Facebook, InstagramA ministry of Life Financial Group & Life Institute.Securities and Advisory Services offered through GENEOS WEALTH MANAGEMENT, INC. Member FINRA and SIPC

Financial Advisor Tim Russell, CFP® and Pastor Drew Gysi discuss how to steward year-end bonuses and extra incomeSee the show notes here!Learn more at: StewardologyPodcast.comSchedule a Personal Stewardship Review at: StewardologyPodcast.com/ReviewGet in touch with us at: Contact@StewardologyPodcast.comor call us at: (800) 688-5800Send us episode ideas! StewardologyPodcast.com/ideaSubscribe to get episodes delivered to your inbox every week.Follow along: Facebook, InstagramA ministry of Life Financial Group & Life Institute.Securities and Advisory Services offered through GENEOS WEALTH MANAGEMENT, INC. Member FINRA and SIPC

Financial Advisor Tim Russell, CFP® and Pastor Drew Gysi discuss whether or not Christians should pray for financial prosperity.See the show notes here!Learn more at: StewardologyPodcast.comSchedule a Personal Stewardship Review at: StewardologyPodcast.com/ReviewGet in touch with us at: Contact@StewardologyPodcast.comor call us at: (800) 688-5800Send us episode ideas! StewardologyPodcast.com/ideaSubscribe to get episodes delivered to your inbox every week.Follow along: Facebook, InstagramA ministry of Life Financial Group & Life Institute.Securities and Advisory Services offered through GENEOS WEALTH MANAGEMENT, INC. Member FINRA and SIPC

Financial Advisor Tim Russell, CFP® and Pastor Drew Gysi discuss how Biblical Stewardship compares to the Prosperity "Gospel."See the show notes here!Learn more at: StewardologyPodcast.comSchedule a Personal Stewardship Review at: StewardologyPodcast.com/ReviewGet in touch with us at: Contact@StewardologyPodcast.comor call us at: (800) 688-5800Send us episode ideas! StewardologyPodcast.com/ideaSubscribe to get episodes delivered to your inbox every week.Follow along: Facebook, InstagramA ministry of Life Financial Group & Life Institute.Securities and Advisory Services offered through GENEOS WEALTH MANAGEMENT, INC. Member FINRA and SIPC