In this week’s episode of Retire in Texas, Darryl Lyons, CEO and Co-Founder of PAX Financial Group, takes a deep look into faith-based investing, sharing insights on how Judeo-Christian values can shape investment strategies. Darryl explores how the investment landscape has shifted over the past five years, leading to the rise of values-based investing for those seeking to align their portfolios with their beliefs.

Darryl breaks down three distinct approaches to faith-based investing, helping listeners identify where they might fit and offering practical guidance on how to incorporate biblical principles into financial planning. Whether you're looking to avoid "bad" companies, disrupt corporate behavior, or simply work with an advisor who honors your faith, this episode has something for everyone.

Key highlights of the episode include:

• Understanding the avoid and embrace philosophy, which focuses on excluding companies with practices contrary to biblical values while supporting companies that align with those principles.
• Exploring the influence and disrupt approach, which leverages shareholder voting power to advocate for positive change within companies.
• Learning about the give and support mindset, where the priority is working with a firm that aligns with Judeo-Christian values and supports strategic charitable giving, such as tithing or legacy planning.
• Addressing challenges like navigating ethical dilemmas, implementing donor-advised funds, and leveraging technology to identify company practices.
• Biblical insights into money management, drawn from over 2,000 scriptures, to help listeners align their finances with their faith.

For more resources and to connect with a financial advisor who shares your values, visit www.PAXFinancialGroup.com. If you enjoyed this episode, share it with a friend who might find it inspiring!

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References:

Why I Was Skeptical of Faith-Based Investing — and What Changed My Mind - Eventide Center for Faith & Investing

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Why I Was Skeptical of Faith-Based Investing — and What Changed My Mind - Eventide Center for Faith & Investing