Our podcast series, “Seasons of Marriage & Money,” explores how couples can transform their marriages by relying on God’s direction and tips on how to build stronger relationships. Blue Trust recently talked with Karen and Crawford Loritts and Julie and Russ Crosson about how they’re applying generosity, intentionality, open communication, and humor to approach their current season of life, which includes adult children, grandkids, and in-laws.

To learn more, visit http://www.BlueTrust.com 

LinkedIn: https://www.linkedin.com/company/bluetrustwealth 

Facebook: https://www.facebook.com/bluetrustfinancial 

Instagram: https://www.instagram.com/_bluetrust 

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The information in these podcasts is provided for general educational purposes only. It is not intended as specific individual advice. The clients’ experience may not be representative of the experience of other clients, and they are also not indicative of future performance or success. Opinions expressed may not be those of Blue Trust.

Trust and investment management accounts and services offered by Blue Trust, Inc. are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, nor guaranteed by any bank or bank affiliate, and are subject to investment risk, including possible loss of the principal amount invested. 

Our podcast series, “Seasons of Marriage & Money,” explores how couples can transform their marriages by relying on God’s direction and tips on how to build stronger relationships. Blue Trust recently explored the transition to the empty nest phase, when couples have successfully ‘launched’ grown children into lives of their own.

Two couples – Karen and Crawford Loritts and Julie and Russ Crosson – discussed the emotional challenges of the empty nest, the importance of prayer, and the need to adapt their parenting styles to meet the needs of adult children. Together, they share insights on instilling financial responsibility in adult children, reliance on God, and nurturing their marriages and families’ legacies throughout life’s stages.

To learn more, visit http://www.BlueTrust.com 

LinkedIn: https://www.linkedin.com/company/bluetrustwealth 

Facebook: https://www.facebook.com/bluetrustfinancial 

Instagram: https://www.instagram.com/_bluetrust 

Twitter: https://twitter.com/_BlueTrust 

The information in these podcasts is provided for general educational purposes only. It is not intended as specific individual advice. The clients’ experience may not be representative of the experience of other clients, and they are also not indicative of future performance or success. Opinions expressed may not be those of Blue Trust.

Trust and investment management accounts and services offered by Blue Trust, Inc. are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, nor guaranteed by any bank or bank affiliate, and are subject to investment risk, including possible loss of the principal amount invested. 

Our podcast series, “Seasons of Marriage & Money,” explores how couples can transform their marriages by relying on God’s direction and tips on how to build stronger relationships. Blue Trust recently interviewed two couples to gain insights on the special concerns and challenges faced by families who are raising children and young adults.

To learn more, visit http://www.BlueTrust.com 

LinkedIn: https://www.linkedin.com/company/bluetrustwealth 
Facebook: https://www.facebook.com/bluetrustfinancial 
Instagram: https://www.instagram.com/_bluetrust 
Twitter: https://twitter.com/_BlueTrust 

The information in these podcasts is provided for general educational purposes only. It is not intended as specific individual advice. The clients’ experience may not be representative of the experience of other clients, and they are also not indicative of future performance or success. Opinions expressed may not be those of Blue Trust.

Trust and investment management accounts and services offered by Blue Trust, Inc. are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, nor guaranteed by any bank or bank affiliate, and are subject to investment risk, including possible loss of the principal amount invested. 

Our new series, “Seasons of Marriage & Money,” we explore how couples can transform their marriages by relying on God’s direction and tips on how to build stronger relationships. In this episode, we hear from two couples with a passion for helping others build strong marriages as they share their thoughts on navigating the transition from “me” to “we” and discuss what it’s like to merge finances as newly married couples. 

To learn more, visit http://www.BlueTrust.com 

LinkedIn: https://www.linkedin.com/company/bluetrustwealth 
Facebook: https://www.facebook.com/bluetrustfinancial 
Instagram: https://www.instagram.com/_bluetrust 
Twitter: https://twitter.com/_BlueTrust 

The information in these podcasts is provided for general educational purposes only. It is not intended as specific individual advice. The clients’ experience may not be representative of the experience of other clients, and they are also not indicative of future performance or success. Opinions expressed may not be those of Blue Trust.

Trust and investment management accounts and services offered by Blue Trust, Inc. are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, nor guaranteed by any bank or bank affiliate, and are subject to investment risk, including possible loss of the principal amount invested. 

In this discussion, we have a special guest, president of Biola University Barry H. Corey and Blue Trust private wealth advisors Colby Gilmore and Neil Paur. Dr. Corey shares with us what it means to lead a Christian university in the state of California and his own philosophy on representing Christ to those in your community.

To learn more, visit http://www.BlueTrust.com 

LinkedIn: https://www.linkedin.com/company/bluetrustwealth 
Facebook: https://www.facebook.com/bluetrustfinancial 
Instagram: https://www.instagram.com/_bluetrust 
Twitter: https://twitter.com/_BlueTrust 

The information in these podcasts is provided for general educational purposes only. It is not intended as specific individual advice. The clients’ experience may not be representative of the experience of other clients, and they are also not indicative of future performance or success. Opinions expressed may not be those of Blue Trust.

Trust and investment management accounts and services offered by Blue Trust, Inc. are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, nor guaranteed by any bank or bank affiliate, and are subject to investment risk, including possible loss of the principal amount invested. 

In this episode, chairman of the board of Blue Trust, Nick Stonestreet, and managing director of the Sports & Entertainment division, Reed Crosson, sit down with guests Suzy and Gio Llerena. Gio served as a chaplain for the Tampa Bay Rays and is currently the vice president of Christian Family Life, an organization focused on strengthening marriages. They discuss how to build marriages that are strong enough to withstand cultural pressures and the demands of life on and off the field.

To learn more, visit http://www.BlueTrust.com 

LinkedIn: https://www.linkedin.com/company/bluetrustwealth 
Facebook: https://www.facebook.com/bluetrustfinancial 
Instagram: https://www.instagram.com/_bluetrust 
Twitter: https://twitter.com/_BlueTrust 

The information in these podcasts is provided for general educational purposes only. It is not intended as specific individual advice. The clients’ experience may not be representative of the experience of other clients, and they are also not indicative of future performance or success. Opinions expressed may not be those of Blue Trust.

Trust and investment management accounts and services offered by Blue Trust, Inc. are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, nor guaranteed by any bank or bank affiliate, and are subject to investment risk, including possible loss of the principal amount invested. 

Life can bring us through unexpected circumstances that we don’t feel prepared to handle. David and Melisenda Stone’s financial situation changed drastically when both of David’s parents passed away within a short timeframe. In this episode, Blue Trust private wealth advisor Daniel Chacon and clients, the Stones, shared how they’re navigating the journey through grief while also learning to wisely steward a new inheritance.

To learn more, visit http://www.BlueTrust.com 

LinkedIn: https://www.linkedin.com/company/bluetrustwealth 
Facebook: https://www.facebook.com/bluetrustfinancial 
Instagram: https://www.instagram.com/_bluetrust 
Twitter: https://twitter.com/_BlueTrust 

The information in these podcasts is provided for general educational purposes only. It is not intended as specific individual advice. The clients’ experience may not be representative of the experience of other clients, and they are also not indicative of future performance or success. Opinions expressed may not be those of Blue Trust.

Trust and investment management accounts and services offered by Blue Trust, Inc. are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, nor guaranteed by any bank or bank affiliate, and are subject to investment risk, including possible loss of the principal amount invested.

Choosing to give sacrificially can be challenging, especially in times of uncertainty. Yet, it is possible to adopt a mindset about money that frees you to give abundantly with the knowledge that God owns everything and will provide the resources you need.

Blue Trust clients Chris and Kim Patton have built a strategy for generosity that shapes how they view their finances, as well as how they’ve taught their children to handle money. The Pattons recently talked with Kerry Mallory, Blue Trust national managing director and senior private wealth advisor about how they learned to give despite their circumstances, and specifically how they’ve built a legacy of giving with their children. 

To learn more visit http://www.BlueTrust.com 

Join us wherever you listen to podcasts.
YouTube: https://www.youtube.com/@BlueTrustChannel
Apple: https://podcasts.apple.com/us/podcast/wisdom-for-wealth-for-life/id1602381870
Spotify: https://open.spotify.com/show/2CjfTonCCMWYn506kPsylB
Amazon: https://music.amazon.com/podcasts/121d5f25-036e-408f-98c4-d8f35df321cb/wisdom-for-wealth-for-life
iHeartRadio: https://www.iheart.com/podcast/269-wisdom-for-wealth-for-life-90932571/

LinkedIn: https://www.linkedin.com/company/bluetrustwealth 
Facebook: https://www.facebook.com/bluetrustfinancial 
Instagram: https://www.instagram.com/_bluetrust 
Twitter: https://twitter.com/_BlueTrust 

The information in these podcasts is provided for general educational purposes only.  It is not intended as specific individual advice. The clients’ experience may not be representative of the experience of other clients, and they are also not indicative of future performance or success. Opinions expressed may not be those of Blue Trust.

Trust and investment management accounts and services offered by Blue Trust, Inc. are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, nor guaranteed by any bank or bank affiliate, and are subject to investment risk, including possible loss of the principal amount invested.

In this episode we have an advisor panel from BlueTrust! They give financial tips on living off of one budget, investing and estate planning!

Sr. Private Wealth Advisors Sherri White and Suzanne Miller with Financial Advisor Anehita Chie!

If you want to learn more about financial planning or investing please join our free webinars for the month of March 2024! 

Register
https://bluetrust.zoom.us/webinar/register/1017079222798/WN_3u63_ajCS0CLbk389bW6XQ#/registration







To learn more visit http://www.BlueTrust.com 

Join us wherever you listen to podcasts.
YouTube: https://www.youtube.com/@BlueTrustChannel
Apple: https://podcasts.apple.com/us/podcast/wisdom-for-wealth-for-life/id1602381870
Spotify: https://open.spotify.com/show/2CjfTonCCMWYn506kPsylB
Amazon: https://music.amazon.com/podcasts/121d5f25-036e-408f-98c4-d8f35df321cb/wisdom-for-wealth-for-life
iHeartRadio: https://www.iheart.com/podcast/269-wisdom-for-wealth-for-life-90932571/

LinkedIn: https://www.linkedin.com/company/bluetrustwealth 
Facebook: https://www.facebook.com/bluetrustfinancial 
Instagram: https://www.instagram.com/_bluetrust 
Twitter: https://twitter.com/_BlueTrust 

The information in these podcasts is provided for general educational purposes only.  It is not intended as specific individual advice. The clients’ experience may not be representative of the experience of other clients, and they are also not indicative of future performance or success. Opinions expressed may not be those of Blue Trust.

Trust and investment management accounts and services offered by Blue Trust, Inc. are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, nor guaranteed by any bank or bank affiliate, and are subject to investment risk, including possible loss of the principal amount invested.

In this Episode we have Senior private wealth advisor of Blue Trust, Scott Keisel, talk with Linda and Steve Znachko. The Znachko's share with us how they escaped the trap of materialism and stepped into places of need in their city.

To learn more visit http://www.BlueTrust.com 

Join us on our YouTube Channel or wherever you listen to podcasts.
Facebook: https://www.facebook.com/bluetrustfinancial
LinkedIn: https://www.linkedin.com/company/bluetrustwealth 
Instagram: https://www.instagram.com/_bluetrust 
Twitter: https://twitter.com/_BlueTrust 
YouTube: https://youtube.com/@BlueTrustChannel?si=whAi86bNm5NN7co0
Apple: https://podcasts.apple.com/us/podcast/wisdom-for-wealth-for-life-the-podcast/id1602381870
Spotify: https://open.spotify.com/show/2CjfTonCCMWYn506kPsylB
Amazon: https://music.amazon.com/podcasts/121d5f25-036e-408f-98c4-d8f35df321cb
iHeartRadio: https://www.iheart.com/podcast/269-wisdom-for-wealth-for-life-90932571/

The information in these podcasts is provided for general educational purposes only.  It is not intended as specific individual advice. The clients’ experience may not be representative of the experience of other clients, and they are also not indicative of future performance or success. Opinions expressed may not be those of Blue Trust.

Trust and investment management accounts and services offered by Blue Trust, Inc. are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, nor guaranteed by any bank or bank affiliate, and are subject to investment risk, including possible loss of the principal amount invested.