In today’s podcast Jeremy and Grant talk about investment behavior. There is an old saying that investing is simple, but not easy. We take a good look at how we become our own worst enemies in our investment experience and look at the scientific research on how we think about our money. The truth is, we are our own worst enemies when it comes to investing. We take a look at our own natural bias’s towards things, and how we can overcome the urge to lack diversification in our portfolios.

We are excited about this one! So let’s dive in!

On today’s episode Jeremy and Jake talk about the highly controversial Reverse Mortgage.

There are so many misconceptions and concerns today when it comes to Reverse Mortgages, as there should be! Although these financial products have not always been used correctly, they can be a huge asset to someone in retirement.

Here are our discussion points:

• Misconceptions of Reverse Mortgages – What to expect and be aware of when considering a Reverse Mortgage
• How does a Reverse Mortgage work?
• In what Scenarios should a Reverse Mortgage be considered?
• How does a Reverse Mortgage allow you to leave a legacy to your family

Taking a biblical approach to being financially responsible It isn't that you juts give a lot, but that we can use our resources for an eternal impact.

 We can invest in certain business that don’t align with biblical values, or we can!

Many people just don’t know what they are invested in, and when you talk about it the main objective is they don’t want performance to suffer. What is a biblical response to this? Should we care? We are to be investing in good things and earn significant returns. Don’t just exclude the companies that are promoting the bad, but emphasize the good and fund the companies that are making a kingdom impact.

Pursuit of profit alone leaves a lot of damage in it's wake. We need to apply the Christian lens of faith, hope, and love.

How can being generous help your portfolio?

Shareholder activism - You are an owner in the companies you own. You have authority to vote and have ideas in the direction of the company - Use this to stand for what you believe in. We can make a difference!

https://veritimanagement.com/ -

The old paradigm is to measure success only by investment returns. The new paradigm adds two key dimensions: saving taxes and doing good (buying those companies that make the world a better place).