The 2010s was the first decade in American History without a recession. What did the experts say was going to happen with the stock market in 2019?  One well-respected analyst is predicting the Dow Jones Industrial average will hit 40,000 in 2020! Special feature: history of the song “Santa Claus is Coming to Town.”

The 2010s was the first decade in American History without a recession. What did the experts say was going to happen with the stock market in 2019?  One well-respected analyst is predicting the Dow Jones Industrial average will hit 40,000 in 2020! Special feature: history of the song “Santa Claus is Coming to Town.”

Ronald Blue Trust CEO, Nick Stonestreet, joins Mike live in the studio to talk about the importance of Transferring Values and not just your valuables as part of your estate plan.  Plus, Mike answers a call in question from Bill about how to handle his wife’s inherited IRA.  Can you put the inherited IRA into your own IRA and defer the tax?

Alliance Defending Freedom Senior Counsel and Corporate Affairs Director, Bob Pruitt joins Mike today.  Bob shares what ADF is doing globally to help defend our freedoms.  Plus, can a Christian business owner legally have things like a Bible study at work?

Year-End Tax Planning.  Know your marginal tax rate versus your effective tax rate if you want to properly plan for reducing taxes!  How can you sell long-term capital gain property with no income tax!  Plus, be careful you don’t double pay taxes on the gain in your mutual fund—this can be tricky!

There’s a hidden risk to your retirement portfolio that you can potentially avoid.  Stephen Piper, Certified Insurance Counselor, joins Mike to answer your questions about property and liability risk exposures and how to avoid or at least minimize your risk.

When it comes to investing your hard-earned money, are you more concerned about the Fear of Loss; Fear of Failure; or Fear of Missing Out?  Mike discusses how each of these fears can cause you to make the wrong investment decision—at the wrong time!

When it comes to investing your hard-earned money, are you more concerned about the Fear of Loss; Fear of Failure; or Fear of Missing Out?  Mike discusses how each of these fears can cause you to make the wrong investment decision—at the wrong time!

Have you protected your Digital Assets and planned for them  in your estate plan?  Mike reviews the Revised Uniform Fiduciary Access to Digital Assets Act plus some suggestions on how/where to store your passwords.

Need financial planning advice, but don’t have $1 million?  Scott Clark, CFP®, joins Mike to discuss the new Everyday Steward division for PlanFIRST | Ronald Blue Trust.  Scott and his team could be the right fit for you whether you are just out of college and need some one-time guidance, need a second opinion on your current plan, or would like ongoing financial planning and/or investment management.  Listen and learn more about this new service! (Original Air Date: July 13, 2019)