The 1% Podcast

Faith-Filled Financial Planning | Robert Young & Doug Cellini


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As business partners serving Michigan families and business owners, we (Robert Young and Doug Cellini) noticed a persistent disconnect between faith and financial planning.

So we built the "Mustard Seed System" a five-step, scripture-rooted framework to bridge that gap. By optimizing tax and estate strategies, we can help people uncover "the one percent" of hidden potential to maximize their impact on the world.

In this episode of The 1% Podcast, we covered:

→ Why "your wealth isn't yours" changes every decision that comes after it

→ The five steps of the Mustard Seed framework

→ A real example of turning a required IRA withdrawal into a bigger gift

→ Why business owners with over 100 employees are quietly overpaying for retirement plan audits

→ How to talk to your kids about money before they inherit it

Chapters

00:00 Intro

01:14 Why faith and money feel awkward to talk about

05:57 Where the Mustard Seed idea started

09:34 What Mustard Seed isn't

12:29 Step one: preparing the soil of your mind

19:13 Step two: deciding where your extra one percent goes

21:29 Step three: sowing seeds every single day

28:10 Step four: working the land with real strategies

34:08 Step five: rest, reset, and pass it on

40:49 The bigger vision, and what we're asking you to do

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https://pod.link/6791679944

Kingsview General Disclosure: Kingsview Wealth Management ("KWM") is an investment adviser registered with the Securities and Exchange Commission ("SEC"). Registration does not constitute an endorsement of the firm by the SEC, nor does it indicate that KWM has attained a particular level of skill or ability. The information presented is for educational purposes only. It does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed

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The 1% PodcastBy Robert Young and Doug Cellini