Building Stewards

Hey everybody, I'm still alive! I know it's been a little quiet on my end so this episode is dedicated to some personal updates and some updates going on in the country.

In this episode I discuss:

• Some personal updates and why I've been a little quiet lately
• Updates going on with student loan forbearance and PSLF waiver
• 2022 Goal Setting & the systems needed to reach those goals

Enjoy!

You can view the full show notes by clicking the link below:

https://building-stewards.captivate.fm/episode/personal-update-2022

We often discuss our civil freedoms around this time of year due to the 4th of July. However, as Christians we spend very little time reflecting on our personal financial freedom and how it relates to our faith.

In this episode I discuss:

• The importance of striving for financial freedom
• The path and principles towards financial freedom
• The fruit from financial freedom

Enjoy!

You can view the full show notes by clicking the link below:

https://building-stewards.captivate.fm/episode/striving-for-financial-freedom

If you've had multiple jobs then this is likely a question you'll have to answer. If not, this is still a topic you'll want to be somewhat informed about as it could be something you’re asking in the future!

In this episode I discuss:

• What a "rollover" is
• Some reasons you may want to consider a retirement account "rollover"
• Other considerations when it comes to potentially rolling over an account

You can view the full show notes by clicking the link below:

https://building-stewards.captivate.fm/episode/should-i-rollover-an-old-401k-or-other-retirement-plan-account

The American Rescue Plan expanded the 2021 Child Tax Credit for families all over the country.

But do you know details of what this means for you?

In this episode I discuss:

• The 2021 Child Tax Credit (CTC) amounts and what's changed
• The thresholds where the credits begin to “phaseout” or be reduced
• Who qualifies
• The advance payment of this credit (beginning in July)
• And the importance of having a plan for when this income hits your account!

You can view the full show notes by clicking the link below:

https://building-stewards.captivate.fm/episode/what-you-need-to-know-about-the-2021-child-tax-credit

This show is for all the teachers out there! You are appreciated, valued, and loved despite feeling the contrary!

I wanted to share a little of my knowledge and experience by creating an episode just for you!

Note: Due to the differences and complexities across each state, I speak pretty general in this episode.

In this episode I discuss:

• Teacher's Retirement Systems
• Student Loans
• Listener Questions
• And more!

You can view the full show notes by clicking the link below:

https://building-stewards.captivate.fm/episode/teacher-appreciation-personal-finance-for-all-the-teachers-out-there

Disclosure: I tried adjusting some sound settings for a better listening experience! Sorry in advance if there are some snags. Please give me any feedback so I can provide a better experience!

If we take some time and space to reflect, there’s quite a bit that we can learn about stewardship from the death and resurrection of Christ.

Note: This episode is a little different as it’s actually the audio from the monthly video update that I send my email subscribers over at Storyline Financial Planning. Check out the show notes, by clicking the link below, if you’d like to join that email list.

Enjoy!

You can view the full show notes by clicking the link below:

https://building-stewards.captivate.fm/episode/easter-stewardship

Taxes always tend to be a polarizing topic amongst the secular crowd and even the Church. But as Christians, how should we view taxes?

Join me this episode as I briefly dive into this topic.

I’ll cover:

• Some tax news
• A brief overview of the tax system
• Spiritual implications of citizens paying taxes

Enjoy!

You can view the full show notes by clicking the link below:

https://building-stewards.captivate.fm/episode/how-should-christians-view-taxes

The American Rescue Plan Act of 2021 was signed into law last week. It is another large effort, weighing in at approximately $1.9 trillion, to send aid to the American people.

In this episode I discuss:

• Recovery rebates (i.e. stimulus checks)
• Child Tax Credit enhancements
• Child & Dependent Care Tax Credit enhancements
• and more!

You can view the full show notes by clicking the link below:

https://building-stewards.captivate.fm/episode/key-provisions-of-the-american-rescue-plan-act-of-2021

A mortgage refinance isn’t always a glaringly yes. It depends. It depends on the interest rate you’re able to secure. It depends on the closing costs. It depends on how long you plan to live in the home.

Join me this episode as I discuss this question.

In this episode I discuss:

• Why a refinance isn't always a glaringly yes
• What you need to evaluate when potentially refinancing
• A couple of examples
• Some other helpful tips

Even if you’ve already refinanced your mortgage recently be sure to give this a listen because you’ll still want to know some crucial information.

You can view the full show notes by clicking the link below:

https://building-stewards.captivate.fm/episode/should-i-refinance-my-mortgage

Join me during this unplanned episode as I reflect on what has been top of mind for me during this brutal cold snap.

Stay warm and stay safe!

You can view the full show notes by clicking the link below:

https://building-stewards.captivate.fm/episode/cold-weather-observations