My Father Said

Welcome to "My Father Said," the podcast where finance meets family, and faith gets intertwined. Hosted by Ryan Templeton and featuring a variety of expert guests like seasoned CPA Frank Thomas, our show delves into the dynamic world of financial wisdom through the unique lens of family values and spiritual insights. To contact Frank send him an email at [email protected]!

Every episode is a journey through the intricacies of financial planning, tax strategies, and wealth management, blended with real-life stories and advice that resonates with everyone from the novice saver to the seasoned investor. With over 35 years of experience, our guests like Frank Thomas bring to the table a wealth of knowledge, offering listeners practical tips and enlightening perspectives on managing finances in a way that aligns with their personal and family goals.

Whether it's discussing the latest tax laws, exploring investment opportunities, or simply sharing family anecdotes that tie back to financial principles, "My Father Said" is more than just a finance podcast. It's a platform where money matters are made relatable, and financial goals become achievable through the shared experiences of our host, guests, and listeners alike.

Join us as we uncover the secrets to financial success, all while nurturing the family bond and staying true to our faith-based roots. Subscribe to "My Father Said" on iTunes for your monthly dose of financial wisdom served with a side of heartwarming family stories.

Welcome to a fresh start with the "My Father Said" podcast, featuring your hosts Ryan and Robert. As we embrace the new year, we're focusing on effective tax strategies and financial resolutions to ensure a prosperous year ahead. Discover how to legally minimize your tax liabilities and enhance financial health with our mix of expert advice and personal insights.

Highlights include:

• Maximizing Retirement Contributions for the New Year: Kick off the year by planning how to maximize your retirement contributions to lower taxable income and boost long-term savings.
• Investment Strategy Tweaks: Learn about adjusting your investment strategies early in the year to harvest potential losses and capitalize on gains effectively.
• Embracing Tax Credits and Deductions: Uncover various tax credits and deductions that can significantly reduce your taxable income in the new year.
• Charitable Contributions: Align your giving spirit with smart tax planning to make impactful donations while benefiting from potential deductions.
• Health Savings and Flexible Spending Accounts: Prepare for the year by understanding how to utilize HSAs and FSAs for your healthcare expenses efficiently.

Join us as we navigate the tax landscape with strategies tailored for the new year, ensuring you're well-positioned for financial growth and stability.

Join Ryan and Robert on the "My Father Said" podcast as they explore the critical aspects of achieving financial freedom. This episode dives into the common pitfalls in financial planning and how to strategically avoid them. Drawing insights from biblical wisdom and personal experience, they emphasize the importance of meticulous financial management, living within means, the necessity of emergency funds, smart investing, and effective tax planning.

Listeners will gain practical advice on:

• Financial Planning: The need for clear goals and regular reassessment.
• Lifestyle Management: Understanding the impact of spending habits and living within your means.
• Emergency Preparedness: The critical role of emergency funds and insurance in safeguarding financial stability.
• Investment Wisdom: The benefits of early, diversified investments, and continuous education.
• Tax Efficiency: Leveraging professional advice for tax savings and planning.

Tune in for an engaging discussion filled with actionable insights, laughter, and the duo's personal touch, all aimed at guiding you toward a more secure financial future.

Join hosts Ryan and Robert Templeton on 'My Father Said' as they welcome Steve Cloud from Vision Ventures, who brings a wealth of experience from his years as a pastor at Northside Baptist Church. This episode delves into the mental and emotional aspects of navigating life's transitions, particularly focusing on the journey to and through retirement.

Steve shares his insights on the importance of mental and emotional preparedness alongside financial planning. Drawing on his extensive background in coaching and leadership, he discusses aligning values with actions and the challenges of identity shifts during major life changes. The conversation also highlights the crucial role of community support and goal setting for each life stage.

Listeners facing significant life changes or preparing for future transitions will find Steve's guidance invaluable. His approach provides clarity and purpose in navigating life's transitions.

In this insightful episode of 'My Father Said,' hosts Ryan and Robert explore a pivotal question: "Do I Need a Financial Advisor?" They delve into what a financial advisor does, comparing it to planning a journey with specific goals in mind, and choosing the most efficient route.

The discussion further clarifies the difference between financial planning and investment advising. While investment advisors focus on portfolio returns, financial planners help set and adjust life goals, whether it's retirement planning or adapting to life's changes like marriages or career shifts. They emphasize that financial planning is not just for the wealthy or knowledgeable but for anyone at different stages of life who seeks to take charge of their financial future.

Ryan and Robert also address the personal aspect of financial planning. A good financial advisor gets to know you deeply, understanding not just your financial situation but your aspirations, goals, and even family history. They help craft strategies that are not only about earning returns but also about understanding the necessary risks and ensuring comfort even during challenging financial times. This episode is a must-listen for anyone contemplating the value and impact of having a financial advisor.

In this insightful episode of "My Father Said," Ryan and Robert Templeton delve into the results of a unique survey conducted with their clients who have achieved the coveted status of being millionaires.

What does it take to become a millionaire? Is it just about hard work, or is there more to the story? In this episode, we explore these questions and more. Robert and Ryan have reached out to their high-net-worth clients to learn directly from those who have successfully navigated the journey to financial abundance.

This episode offers a rare glimpse into the lives and minds of millionaires. The Templetons discuss the shared habits, philosophies, and disciplines that their clients attribute to their success. From the practicalities of investment strategies and risk management to the more personal aspects of growth mindset and resilience, this episode uncovers the common threads among those who have made it to the top.

What You'll Learn:

• The diverse paths taken by different individuals to reach their millionaire status.
• The shared habits and mindsets that successful people often have in common.
• How discipline and a growth mindset contribute to financial success.
• Practical tips and advice that anyone can apply, regardless of their current financial status.

Tune in to Episode 3 of "My Father Said" for an enlightening conversation that reveals the facts and philosophies behind real-world financial success. Whether you're just starting your financial journey or looking to elevate your strategies, this episode is a must-listen!

In today's episode, we're switching things up a bit. Robert Templeton takes the interviewer's seat to dive deep into a candid conversation with his son, Ryan Templeton.

Join us as we explore the unique dynamics of working in a family-run financial advisory firm. Ryan shares insights on his career journey, lessons learned, and the experience of working alongside his father at The Templeton Group.

This episode offers a fresh perspective on the men behind the microphones and a closer look into what makes our approach to financial management so unique.

Click the link below to tune in. Don't forget to subscribe, share, and let us know what you think in the comments!

In this inaugural episode of "My Father Said," host Ryan Templeton sits down with his father, Robert Templeton, the founder of The Templeton Group, to journey through the milestones that shaped him both personally and professionally.

Ever wondered what it takes to go from humble beginnings to founding a successful financial advisory company? This episode reveals all. Robert discusses his early years growing up in a financially struggling household, his transformative high school and college experiences, and how meeting his future wife influenced his career path.

But it's not all about finance. Robert, shares insights on how spirituality has guided his approach to money management and life. From the challenges of building The Templeton Group to the joys of working alongside his son, Robert offers a candid look into his life, enriched with valuable financial and spiritual lessons.

What You'll Learn:

• How early life experiences can shape one's perspective on money.
• The importance of family and faith in financial decision-making.
• What it's like to transition from being a financial advisor to becoming an entrepreneur.
• Tips and takeaways on financial planning and spiritual well-being.

Don't miss this deeply personal and enlightening conversation that sets the stage for all future episodes. Tune in to get to know the men behind the microphones and the wisdom that spans their generational divide.