True Wealth Spotlight - Faith, Finances and Family Values

038 – True Wealth Spotlight Podcast with Victoria Cobb

January 13, 2020 13:49 - 24.4 MB

Victoria Cobb is the President of the Family Foundation of Virginia, an organization that preserves and promotes the family in... Read More The post 038 – True Wealth Spotlight Podcast with Victoria Cobb appeared first on Beacon Wealth.

037 – True Wealth Spotlight Podcast: Why We Don’t Invest in the Alcohol Industry

May 28, 2019 17:10 - 16 minutes - 22 MB

If you met a homeless person on the street who asked you for money, would you give it to him? What if you knew he would use it to buy alcohol? You would probably not give it to him, because you would not want to contribute to keeping him addicted. When you invest in the […] The post 037 – True Wealth Spotlight Podcast: Why We Don’t Invest in the Alcohol Industry appeared first on Beacon Wealth Consultants.

036 – True Wealth Spotlight Podcast with Lawrence Funderburke

March 26, 2019 14:42 - 31.9 MB

Join us this month as I interview Lawrence Funderburke, a college basketball star for the Ohio State Buckeyes and a former... Read More The post 036 – True Wealth Spotlight Podcast with Lawrence Funderburke appeared first on Beacon Wealth.

035 – Interview with Zachary Covert of the Timothy Plan

September 25, 2018 14:42 - 26 minutes - 36.7 MB

This month join host Cassie Laymon as she interviews Zachary Covert. Zachary serves as the Director of Advisor Relations for Timothy Plan in the Northeastern and Midwestern US. Joining Timothy Plan in early 2017, Zachary entered back into finance after 11 years in other pursuits. Zachary has been a corporate sales trainer, motivational speaker and writer. […] The post 035 – Interview with Zachary Covert of the Timothy Plan appeared first on Beacon Wealth Consultants.

034 – Interview with Liberty University student Jake Preston

August 18, 2018 19:30 - 13 minutes - 18 MB

Join Cassie Laymon and Jake Preston, for this episode of The True Wealth Spotlight podcast. Jake is a financial planning student at Liberty University. Cassie had the opportunity to talk to Jake about his internship this summer, and specifically how a younger generation is thinking about money and their faith. You’ll find this episode to […] The post 034 – Interview with Liberty University student Jake Preston appeared first on Beacon Wealth Consultants.

033 – What is a Shining Light Company?

July 23, 2018 15:16 - 23 minutes - 32.1 MB

There are two sides to Biblically Responsible Investing: Negative screening, where we seek to eliminate companies that participate in business practices such as abortion, pornography, and addictive substances like alcohol and tobacco, and, Positive screening, where we seek to find companies that are doing great work and making a positive impact on their employees, […] The post 033 – What is a Shining Light Company? appeared first on Beacon Wealth Consultants.

032 – BRI from a Pastoral Point of View with the Honorable Sam Rohrer

June 27, 2018 17:52 - 40 minutes - 56.1 MB

Biblically Responsible Investing is a topic that is rarely discussed in church. Join Cassie Laymon and her guest Sam Rohrer, President of the American Pastor’s Network to hear why he believes BRI is an important component of being a good steward. The post 032 – BRI from a Pastoral Point of View with the Honorable Sam Rohrer appeared first on Beacon Wealth Consultants.

031 – A Gospel Based Approach to Money

May 23, 2018 12:50 - 24 minutes - 33.5 MB

Today Chad Hamilton joins Cassie Laymon on the podcast. Chad Hamilton is Founder and President of Advisor Solutions 360. He has more than 20 years of experience in the wealth management industry. He’s a Certified Financial Planner™ and Chartered Advisor in Philanthropy who trains advisors on best practices for managing and growing their businesses. This involves […] The post 031 – A Gospel Based Approach to Money appeared first on Beacon Wealth Consultants.

030 – Interview with Keith Farmer of Street Ransom

April 25, 2018 19:16 - 21 minutes - 38.6 MB

Join Cassie Laymon and guest, Keith Farmer, Founder and Director of Street Ransom, a shelter in SW Virginia for young women who have been rescued from sex trafficking. They discuss the predatory nature of sex trafficking and how kids can be unknowingly lured into this dangerous industry. The post 030 – Interview with Keith Farmer of Street Ransom appeared first on Beacon Wealth Consultants.

029 – Protect Young Eyes with guest Chris McKenna

February 27, 2018 23:17 - 44 minutes - 81 MB

Do you ever wonder what your child or grandchild is doing online for hours? You know you should be monitoring their online activity, but maybe you don’t even know where to start. Join Cassie Laymon and guest Chris McKenna of Protect Young Eyes to learn about the online dangers that await our kids, and what […] The post 029 – Protect Young Eyes with guest Chris McKenna appeared first on Beacon Wealth Consultants.

027 – Investing is Ownership with Jason Myhre of Eventide

January 23, 2018 23:01 - 34 minutes - 63 MB

Our guest this week on the True Wealth Spotlight is Jason Myhre, Director of Marketing at Eventide Funds. If you’ve ever wondered if Biblically Responsible Investing is for you, you won’t want to miss this episode! Jason shares the philosophy behind positive investments screening (looking for companies that are focused on loving their neighbors) and the […] The post 027 – Investing is Ownership with Jason Myhre of Eventide appeared first on Beacon Wealth Consultants.

026 – How to Protest Business Practices You Oppose: Interview with Tom Strobhar

December 07, 2017 01:35 - 29 minutes - 53.5 MB

We often talk about screening your portfolio as a way to align your values with your investments. We call that divesting of those investments – choosing not to invest in business practices you disagree with. There is another way to let companies know how you feel about the way they do business: PROTESTING. Our guest this month […] The post 026 – How to Protest Business Practices You Oppose: Interview with Tom Strobhar appeared first on Beacon Wealth Consultants.

025 – The Stewardship Journey Part II

November 01, 2017 18:12 - 20 minutes - 38.4 MB

In today’s episode of the True Wealth Spotlight, Rick and Cassie discuss Waypoint three on the Stewardship Journey, where you are moving from “stable” to “solid” on the financial planning spectrum. The goals they discuss include increase your giving over time, investing and wealth building to prepare for retirement or your “second half” where you […] The post 025 – The Stewardship Journey Part II appeared first on Beacon Wealth Consultants.

024 – The Stewardship Journey Part 1

October 04, 2017 19:14 - 24 minutes - 45.4 MB

At Beacon Wealth Consultants, we offer to take our clients on “The Stewardship Journey.” This process consists of taking you and your finances from the early stages of budgeting, giving and saving to the finish line of living a generous life. There are several waypoints along the path, and in this podcast we cover the […] The post 024 – The Stewardship Journey Part 1 appeared first on Beacon Wealth Consultants.

023 – What does a Chief Investment Officer do?

September 07, 2017 18:48 - 16 minutes - 30.5 MB

This month we welcome Hillary Sunderland, Chief Investment Officer (CIO) at Beacon Wealth Consultants to talk about the responsibilities of her role, and how a CIO can support you and your financial advisor. In addition to managing portfolios, Hillary will also be writing regular market commentaries to keep our clients up to date on the […] The post 023 – What does a Chief Investment Officer do? appeared first on Beacon Wealth Consultants.

022 – BRI Screening with Rusty Leonard and Olivia Hann

August 02, 2017 13:46 - 30 minutes - 55.2 MB

When we first introduce the concept of Biblically Responsible Investing to clients and explain our screening process, the first question we’re often asked is, “How do you do that?” The short answer is: we have a lot of help from experts! This month Cassie Laymon is joined by Rusty Leonard and Olivia Hann from the […] The post 022 – BRI Screening with Rusty Leonard and Olivia Hann appeared first on Beacon Wealth Consultants.

021 – How do financial advisors get paid?

July 05, 2017 17:57 - 14 minutes - 27.4 MB

If you’ve ever wondered how your financial advisor gets paid, you’re not alone! There are several ways advisors get paid, depending on the type of service they are providing for you. Join Rick and Cassie Laymon in this brief but enlightening look at what you should know about paying for financial advice. The post 021 – How do financial advisors get paid? appeared first on Beacon Wealth Consultants.

020 – The Emotional Side of Investing

May 30, 2017 20:53 - 23 minutes - 43.9 MB

In this podcast, Cassie and Rick Laymon wrap up our series on “The Emotional Side of Investing.” If greed, fear, or pride have ever entered into your investing decisions – and let’s face it, we’ve all dealt with these emotions – you won’t want to miss this episode! Learn what the Bible says about dealing […] The post 020 – The Emotional Side of Investing appeared first on Beacon Wealth Consultants.

019 – The Little Things Really Do Matter

May 03, 2017 13:31 - 11 minutes - 21.2 MB

When considering your investments, it’s tempting to minimize the impact your money is having on business and industry. You may be thinking that your investments and the profits you make don’t really make a difference. However, even small investments can make a big impact over time. In Luke 16:10 it says “If you are faithful in little […] The post 019 – The Little Things Really Do Matter appeared first on Beacon Wealth Consultants.

018 – Kids and Money

April 05, 2017 15:38 - 19 minutes - 36.3 MB

In this episode Cassie and Rick Laymon discuss how we can keep God at the forefront as we try to be great role models and teachers for our own kids. The post 018 – Kids and Money appeared first on Beacon Wealth Consultants.

017 – How Much Is Enough?

March 01, 2017 23:06 - 19 minutes - 35.7 MB

In this episode Rick and and Cassie Laymon discuss the five uses of money: Living expenses, Giving, Paying taxes you Owe, Paying debts you Owe, and Growing your money by saving for the future (LIVE, GIVE, OWE, GROW). A Christian financial planner can help you shift your focus from “How much should I give?” to […] The post 017 – How Much Is Enough? appeared first on Beacon Wealth Consultants.

016 – Should Christians Spend Money on Entertainment?

January 31, 2017 00:19 - 19 minutes - 35.5 MB

In this podcast episode, Rick and Cassie review five key biblical principles of financial planning. As a result of our discussions this month about spending, debt, and a consumptive lifestyle, they dig into the question: “Is it okay for Christians to spend money on leisure and entertainment?” Tune in to see what they think! The post 016 – Should Christians Spend Money on Entertainment? appeared first on Beacon Wealth Consultants.

015 – The Question of Ownership

December 07, 2016 21:37 - 24 minutes - 44 MB

What does it mean to be an “owner” in terms of your investments? Are you investing in business practices you oppose? Today we’re talking about one of the most basic tenets of Biblical investing: Ownership. We’ll talk about what it really means to be an investor and the responsibilities we have in that role, and specifically, how […] The post 015 – The Question of Ownership appeared first on Beacon Wealth Consultants.

014 – Choosing the Right Financial Advisor

September 20, 2016 19:19 - 23 minutes - 43 MB

In this episode of the True Wealth Spotlight, Cassie and Rick discuss 5 important steps to choosing the right Financial Advisor (plus two bonus steps!) If you are looking for an advisor to help you reach your financial goals, this episode is not to be missed. You’ll learn about the background and training you should […] The post 014 – Choosing the Right Financial Advisor appeared first on Beacon Wealth Consultants.

013 – Busyness as Usual

August 09, 2016 17:24 - 22 minutes - 40.3 MB

In this month’s podcast Cassie and Rick discuss another major roadblock to overcome on the road to financial health: BUSYNESS. The mantra, “I’m so busy” has given many of us an excuse to put off the important task of proper financial planning. Tune in to learn about the many ways busyness gets in the way […] The post 013 – Busyness as Usual appeared first on Beacon Wealth Consultants.

012 – Don’t Let Fear Interfere

July 26, 2016 18:11 - 22 minutes - 41.3 MB

“For God has not given us a spirit of fear, but of power and of love and of a sound mind.” 2 Timothy 1:7 Have you ever made an unwise financial decision due to uncertainty and doubt? You are not alone! In this episode Cassie and Rick discuss the many ways the Enemy can use fear to […] The post 012 – Don’t Let Fear Interfere appeared first on Beacon Wealth Consultants.

011 – What Transgender Bathrooms Have To Do With Your Portfolio

June 07, 2016 21:56 - 18 minutes - 33.7 MB

In this second episode of newsworthy financial advice, Rick and Cassie discuss the difference between a consumer boycott and divesting (or selling) your stocks. If you disagree with Target’s new “anything goes” bathroom policy, have you sold your Target stock? Listen in to hear why stock ownership is a very important way to make your […] The post 011 – What Transgender Bathrooms Have To Do With Your Portfolio appeared first on Beacon Wealth Consultants.

010 – Failing to Plan is Planning to Fail

May 25, 2016 15:11 - 20 minutes - 36.8 MB

Last month we lost rock legend Prince at the untimely age of 57. During his career he relentlessly fought to be fully and fairly compensated for his work. But when it came to long term financial planning, Prince fell short. As a result, a major portion of his $300 million dollar estate will go to […] The post 010 – Failing to Plan is Planning to Fail appeared first on Beacon Wealth Consultants.

009 – Interview with Stacey Zahoranski

April 12, 2016 20:12 - 14 minutes - 25.9 MB

In this episode, Cassie Laymon interviews Akron, Ohio advisor Stacey Zahoranski about how she learned about Biblically Responsible Investing and why it’s such an important part of her financial planning practice today. The post 009 – Interview with Stacey Zahoranski appeared first on Beacon Wealth Consultants.

008 – The Story Behind “I Found Jesus in the Stock Market”

March 08, 2016 17:39 - 17 minutes - 32.5 MB

In this month’s podcast Rick and Cassie discuss the story behind Cassie’s new book, “I Found Jesus in the Stock Market.” You’ll learn what prompted Cassie to write this book about faith and finances, how she came up with the catchy title, and the transformation that Biblically Responsible Investing made, not only in her business, […] The post 008 – The Story Behind “I Found Jesus in the Stock Market” appeared first on Beacon Wealth Consultants.