The Stewardship Podcast

Social Security benefits can be applied for and taken anywhere from ages 62-70. There are many different approaches and filing strategies to consider when applying. Finances are very personal and there is no one size fits all strategy when it comes to Social Security. On today’s podcast, Jeremy discusses what each person should consider when filing. If you or your family is considering taking social security benefits, make sure you listen to the podcast first to ensure you are informed of all your options. To schedule a social security made easy appointment with Jeremy, click here.

Did you know that you can save money on your taxes and provide an outstanding education for Arizona students at no cost to you? Former Senator Steve Yarbrough takes some time to chat with Jeremy Sharp about his passion for making private school affordable and the steps he took to make that a reality. This is the story of the ACSTO - Arizona Christian School Tuition Organization. Visit https://acsto.org for more information.

Have you heard people say do anything it takes to be debt free? Have you heard others say invest all you can? Unfortunately, many people take a hard line on something that is not cut and dry. Today, Grant and Jeremy jump into the conversation and remind people that finances are personal. We deliver the pro’s and con’s for Paying off a mortgage early and the pro’s and con’s of investing extra cash. We help you determine which method of building wealth is best for you and your current stage in life.

Want to chat with Jeremy about the best way for you to build wealth? Schedule time here.

Ever heard you should put 20% down when you bought a house? Scared that you are not getting the best deal on the house of your dreams? Hoping not to find something scary and costly to repair once you move in? Jeremy and Grant talk through some of the most important house buying hacks that will help you be a successful homeowner and get the most of your home buying experience.  

There is a ransomware attack every 14 seconds. And half of all cyber-attacks are targeting small businesses. One of these attacks can be enough to shut down your business. Not being educated about cyber security is a huge risk. It is not a matter of “if” you will be a victim, but “when”. How safe is your data? In today’s podcast, Alex Ryals, VP of Security Solutions at Tech Data explains how hackers can steal your information and what you can do to protect yourself. From strengthening your passwords to setting up a VPN (virtual private network), it is vital to keep your defenses up on the internet.

Be sure to check out Vapor Ministries to see how you can help use sports to connect people with the gospel around the world. They can be found here.

Long term care poses an almost certain financial burden to your household in the future. In this podcast, Jeremy and Jake discuss potential costs, and how to fund them in your financial plan. This is not only for those who need coverage now but for the kids of parents who might not be able to afford it. Listen to this podcast for wise tips on protecting your finances from expected or unexpected long term care costs.

Podcast on Preparing for Long Term Care can be found here.

The recent run of the S&P 500 has many people bought into the fact that this is the benchmark for investments going forward. However, how do expected returns of asset classes play into portfolio construction? Jeremy and Jake discuss the last 20 years of the stock market to see how investing in the S&P 500 would have held up against a diversified portfolio and why having a long-time horizon increases your chances of a better investment experience.

Every year most people are assigned the daunting task of signing up for benefits during open enrollment. Most employers offer a huge variety of benefits. How can you be sure that you are taking advantage of the right benefits for you and your family? For most, these benefits are make-or-break in your family’s financial health. Today’s podcast explores how to make the most of open enrollment to ensure that you and your family are properly covered with the essentials, but not wasteful with the unnecessary extras.

Medicare can be super confusing and frustrating to figure out. Jeremy has Ryan Delviken, a Medicare expert on the show today to talk about how to make Medicare open enrollment 2020 simple and easy. What are the major changes in 2020? What are your options? New to Medicare? Here you find the ways to make the most of your enrollment period.  

Want to chat with Ryan about your enrollment? Click  here to schedule some time.  

Have you ever felt the pains of your investment performance? Are you used to looking at your portfolio daily, weekly, or even monthly? This could be the root of your pain. What if you could create a better investment experience for yourself? Would you do it? Today, Jeremy and Jake take a look at what research shows about looking at your investment performance, the behaviors that are associated with it, and a way to protect yourself in a down market.

Want to talk with Jake or Jeremy about your investments? Schedule time here.