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Soul Money Break
Soul Money Break episodes
- Ep. 24: Are You Ready to Retire?
We’ll discuss how much you need to retire comfortably, the different types of nest eggs retirees rely upon, and some strategies you can put in place if you haven’t saved enough for retirement.
Show Notes:
https://abundantadvisors.com/podcast/ep-24-are-you-ready-to-retireBook your 1 on 1 Virtual Consultation:
https://abundantadvisors.com/scheduleDisclosure:
Abundant Advisors, LLC, is an Investment Advisor registered with the State(s) of North Carolina. All views, expressions, and opinions included in this communication are subject to change. This communication is not intended as an offer or solicitation to buy, hold, or sell any financial instrument or investment advisory services. Any information provided has been obtained from sources considered reliable, but we do not guarantee the accuracy or the completeness of any description of securities, markets, or developments mentioned. We may, from time to time, have a position in the securities mentioned and may execute transactions that may not be consistent with this communication's conclusions. Our current disclosure brochure, Form ADV Part 2, is available for your review upon request and on our website, https://www.abundantadvisors.com. This disclosure brochure, or a summary of material changes made, is also provided to our clients on an annual basis.
20 min - Ep. 23: Lifestyle Habits That Will Prevent You From Going Broke
We’ll discuss how your lifestyle could be one of the reasons your wealth is stagnating.
Show Notes:
https://abundantadvisors.com/podcast/ep-23-big-hat-no-cattleBook your 1 on 1 Virtual Consultation:
https://abundantadvisors.com/scheduleDisclosure:
Abundant Advisors, LLC, is an Investment Advisor registered with the State(s) of North Carolina. All views, expressions, and opinions included in this communication are subject to change. This communication is not intended as an offer or solicitation to buy, hold, or sell any financial instrument or investment advisory services. Any information provided has been obtained from sources considered reliable, but we do not guarantee the accuracy or the completeness of any description of securities, markets, or developments mentioned. We may, from time to time, have a position in the securities mentioned and may execute transactions that may not be consistent with this communication's conclusions. Our current disclosure brochure, Form ADV Part 2, is available for your review upon request and on our website, https://www.abundantadvisors.com. This disclosure brochure, or a summary of material changes made, is also provided to our clients on an annual basis.
21 min - Ep. 22: Three Underestimated Expenses in Retirement
Today we’ll discuss the three costs that seniors underestimate in retirement: health care, travel, and helping their kids.
Show Notes:
https://abundantadvisors.com/podcast/ep-22-three-underestimated-expenses-in-retirementBook your 1 on 1 Virtual Consultation:
https://abundantadvisors.com/scheduleDisclosure:
Abundant Advisors, LLC, is an Investment Advisor registered with the State(s) of North Carolina. All views, expressions, and opinions included in this communication are subject to change. This communication is not intended as an offer or solicitation to buy, hold, or sell any financial instrument or investment advisory services. Any information provided has been obtained from sources considered reliable, but we do not guarantee the accuracy or the completeness of any description of securities, markets, or developments mentioned. We may, from time to time, have a position in the securities mentioned and may execute transactions that may not be consistent with this communication's conclusions. Our current disclosure brochure, Form ADV Part 2, is available for your review upon request and on our website, https://www.abundantadvisors.com. This disclosure brochure, or a summary of material changes made, is also provided to our clients on an annual basis.
13 min - Ep. 21: The Benefit of Owning Things
Join us for a discussion on how renting, leasing, and owning have an impact on your financial plan before and after retirement. We will talk about homes, cars, and other assets.
Watch video version:
https://www.abundantadvisors.com/live-events/ownership-pre-post-retirementShow Notes:
https://abundantadvisors.com/podcast/ep-21-ownershipBook your 1 on 1 Virtual Consultation:
https://abundantadvisors.com/scheduleDisclosure:
Abundant Advisors, LLC, is an Investment Advisor registered with the State(s) of North Carolina. All views, expressions, and opinions included in this communication are subject to change. This communication is not intended as an offer or solicitation to buy, hold, or sell any financial instrument or investment advisory services. Any information provided has been obtained from sources considered reliable, but we do not guarantee the accuracy or the completeness of any description of securities, markets, or developments mentioned. We may, from time to time, have a position in the securities mentioned and may execute transactions that may not be consistent with this communication's conclusions. Our current disclosure brochure, Form ADV Part 2, is available for your review upon request and on our website, https://www.abundantadvisors.com. This disclosure brochure, or a summary of material changes made, is also provided to our clients on an annual basis.
29 min - Ep. 20: The Most Expensive Way to Own a Car
Today we’ll discuss cars, whether you should borrow money to buy them, lease them, or buy them outright.
Show Notes:
https://abundantadvisors.com/podcast/ep-20-leasing-vs-owning-a-carBook your 1 on 1 Virtual Consultation:
https://abundantadvisors.com/scheduleDisclosure:
Abundant Advisors, LLC, is an Investment Advisor registered with the State(s) of North Carolina. All views, expressions, and opinions included in this communication are subject to change. This communication is not intended as an offer or solicitation to buy, hold, or sell any financial instrument or investment advisory services. Any information provided has been obtained from sources considered reliable, but we do not guarantee the accuracy or the completeness of any description of securities, markets, or developments mentioned. We may, from time to time, have a position in the securities mentioned and may execute transactions that may not be consistent with this communication's conclusions. Our current disclosure brochure, Form ADV Part 2, is available for your review upon request and on our website, https://www.abundantadvisors.com. This disclosure brochure, or a summary of material changes made, is also provided to our clients on an annual basis.
14 min - Ep. 19: Is Renting Throwing Money Away?
Today we’ll discuss homeownership, whether renting is worth it, the benefits of patience, and how to make an objective decision on renting vs. buying.
Show Notes:
https://abundantadvisors.com/podcast/ep-19-renting-vs-buying-a-homeBook your 1 on 1 Virtual Consultation:
https://abundantadvisors.com/scheduleDisclosure:
Abundant Advisors, LLC, is an Investment Advisor registered with the State(s) of North Carolina. All views, expressions, and opinions included in this communication are subject to change. This communication is not intended as an offer or solicitation to buy, hold, or sell any financial instrument or investment advisory services. Any information provided has been obtained from sources considered reliable, but we do not guarantee the accuracy or the completeness of any description of securities, markets, or developments mentioned. We may, from time to time, have a position in the securities mentioned and may execute transactions that may not be consistent with this communication's conclusions. Our current disclosure brochure, Form ADV Part 2, is available for your review upon request and on our website, https://www.abundantadvisors.com. This disclosure brochure, or a summary of material changes made, is also provided to our clients on an annual basis.
15 min - Ep. 18: What If You Can’t Work Anymore?
Today we’ll discuss disability insurance, how it works, what kind you should purchase, and the type of coverage that makes the most sense.
Show Notes:
https://abundantadvisors.com/podcast/ep-18-unlucky-chanceBook your 1 on 1 Virtual Consultation:
https://abundantadvisors.com/scheduleDisclosure:
Abundant Advisors, LLC, is an Investment Advisor registered with the State(s) of North Carolina. All views, expressions, and opinions included in this communication are subject to change. This communication is not intended as an offer or solicitation to buy, hold, or sell any financial instrument or investment advisory services. Any information provided has been obtained from sources considered reliable, but we do not guarantee the accuracy or the completeness of any description of securities, markets, or developments mentioned. We may, from time to time, have a position in the securities mentioned and may execute transactions that may not be consistent with this communication's conclusions. Our current disclosure brochure, Form ADV Part 2, is available for your review upon request and on our website, https://www.abundantadvisors.com. This disclosure brochure, or a summary of material changes made, is also provided to our clients on an annual basis.
20 min - Ep. 17: Do This For Your Kids
Today, we’ll discuss life insurance, its purpose, how to purchase it, and how much to get.
Show Notes & Transcript:
https://abundantadvisors.com/podcast/ep-17-worth-more-aliveBook your 1 on 1 Virtual Consultation:
https://abundantadvisors.com/scheduleDisclosure:
Abundant Advisors, LLC, is an Investment Advisor registered with the State(s) of North Carolina. All views, expressions, and opinions included in this communication are subject to change. This communication is not intended as an offer or solicitation to buy, hold, or sell any financial instrument or investment advisory services. Any information provided has been obtained from sources considered reliable, but we do not guarantee the accuracy or the completeness of any description of securities, markets, or developments mentioned. We may, from time to time, have a position in the securities mentioned and may execute transactions that may not be consistent with this communication's conclusions. Our current disclosure brochure, Form ADV Part 2, is available for your review upon request and on our website, https://www.abundantadvisors.com. This disclosure brochure, or a summary of material changes made, is also provided to our clients on an annual basis.
20 min - Ep. 16: How to Protect your Career
This event was designed for professionals who wanted to learn more about maximizing their income, life insurance, and disability.
Watch video version:
https://www.abundantadvisors.com/live-events/career-protectionShow Notes:
https://abundantadvisors.com/podcast/ep-16-bonus-career-protectionBook your 1 on 1 Virtual Consultation:
https://abundantadvisors.com/scheduleDisclosure:
Abundant Advisors, LLC, is an Investment Advisor registered with the State(s) of North Carolina. All views, expressions, and opinions included in this communication are subject to change. This communication is not intended as an offer or solicitation to buy, hold, or sell any financial instrument or investment advisory services. Any information provided has been obtained from sources considered reliable, but we do not guarantee the accuracy or the completeness of any description of securities, markets, or developments mentioned. We may, from time to time, have a position in the securities mentioned and may execute transactions that may not be consistent with this communication's conclusions. Our current disclosure brochure, Form ADV Part 2, is available for your review upon request and on our website, https://www.abundantadvisors.com. This disclosure brochure, or a summary of material changes made, is also provided to our clients on an annual basis.
28 min - Ep. 15: Avoid a Tax Headache
This is our Tax Special. Today we’ll discuss how to get ready for tax season, including steps to make taxes less stressful and a biblical perspective on paying taxes that you won’t want to miss. I hope you enjoy it.
Show Notes & Transcript:
https://abundantadvisors.com/podcast/ep-15-tax-specialBook your 1 on 1 Virtual Consultation:
https://abundantadvisors.com/scheduleDisclosure:
Abundant Advisors, LLC, is an Investment Advisor registered with the State(s) of North Carolina. All views, expressions, and opinions included in this communication are subject to change. This communication is not intended as an offer or solicitation to buy, hold, or sell any financial instrument or investment advisory services. Any information provided has been obtained from sources considered reliable, but we do not guarantee the accuracy or the completeness of any description of securities, markets, or developments mentioned. We may, from time to time, have a position in the securities mentioned and may execute transactions that may not be consistent with this communication's conclusions. Our current disclosure brochure, Form ADV Part 2, is available for your review upon request and on our website, https://www.abundantadvisors.com. This disclosure brochure, or a summary of material changes made, is also provided to our clients on an annual basis.
19 min
About Soul Money Break
From the publisher's feed
A podcast dedicated to helping Christian professionals and retirees grow and manage their wealth wisely through a faith lens.