Planning for retirement isn't just about building wealth it's about knowing how to use it wisely In this episode of Finishing Well Certified Financial Planner Hans Scheil and Host Robby Dilmore explain the importance of Required Minimum Distributions RMDs and why having a strategy long before they're required can help you avoid unnecessary taxes Medicare premium increases and costly surprises Hans breaks down when RMDs begin how they work and why proactive planning in your s can make a significant difference He also discusses practical strategies such as Roth conversions Qualified Charitable Distributions QCDs tax bracket planning and ways to [... more]

Generosity is often something we practice on our own We identify a need support a ministry or give to a cause we care about But what happens when we invite others to join us Giving circles offer a way to make generosity more collaborative relational and joyful When believers come together with a shared purpose their collective giving can make a meaningful difference not only in the lives of those receiving support but also in the hearts of those giving Lacie Stevens Senior Partner at Generous Giving has seen this firsthand After spending more than two decades as a financial [... more]

Your investments can do more than grow your portfolio They can also create meaningful opportunities to bless others and support the work of God's Kingdom As the end of the year approaches many Christians begin thinking about charitable giving But generosity doesn't have to come exclusively from a checking or savings account Your investment portfolio may offer additional ways to give sometimes with valuable tax advantages Brian Mumbert President and CEO of Timothy Plan a pioneer in the world of faith-based investing joined the show today to discuss how Christians can incorporate generosity into their investment strategies Generosity Begins With [... more]

Theologian Dorothy Sayers once wrote Work is not primarily a thing one does to live but the thing one lives to do That challenges the way many of us think about our jobs We often see work primarily as a way to earn a paycheck provide for our families or make it to retirement But Scripture gives us a much bigger vision From the first pages of the Bible to the last Scripture does not present work as a necessary evil It is woven into what it means to bear God's image And whether our work is paid or unpaid [... more]

What if financial success isn't the destination but simply the foundation for something greater We spend a great deal of time thinking about how to earn save invest and manage money wisely Those things matter Faithful stewardship requires care and wisdom with what God has entrusted to us But what happens when you've done many of those things well and still find yourself wondering Is there something more Scott Highmark President and Co-Founder of Mosaic Wealth a Certified Kingdom Advisor and author of The Significance Pyramid Climb Beyond Success to Find Lasting Significance believes there is His Significance Pyramid offers [... more]

The comparison trap can lead to a focus on material wealth and self-worth, but a biblical perspective on finances emphasizes generosity, gratitude, and faith-based decision-making. Certified Kingdom Advisors like Jim Rasmussen help individuals and families align their financial plans with their values and purpose, seeking God's kingdom first and living a life of contentment and stewardship. [... more]

Rob West and his team offer guidance on retirement planning, financial stewardship, and biblical finance, discussing topics such as investment strategies, debt management, banking options, charitable giving, and fixed indexed annuities, helping listeners make informed decisions about their finances and live out their faith. [... more]

Prayer can be a powerful tool in making financial decisions, helping individuals align their values with their financial choices and seek God's guidance with trust and humility. Christian financial advisors can provide valuable guidance on biblical stewardship and faith-based investing, empowering individuals to manage God's resources wisely and live with kingdom purpose. [... more]

Certified Financial Planner Hans Scheil helps families plan for retirement, discussing IRAs, 401ks, Roth conversions, and charitable donations to minimize taxes and maximize wealth transfer. [... more]

An emergency fund acts as a financial shock absorber, providing stability and breathing room during uncertain times. Wise financial planning involves considering factors such as income stability, job loss, and medical emergencies when determining the right amount to save. Understanding Social Security and disability insurance can help individuals plan for retirement and navigate complex financial situations. Charitable giving through qualified charitable distributions can also be a strategic way to reduce taxable income and give back to the community. [... more]

In rural Malawi, many children wake up each day unsure if they'll eat and relying on water that can make them sick. Cross International is working to break the cycle of poverty, provide clean water, and introduce families to the love of Jesus. Their long-term approach involves partnering with local ministries to equip communities with vital physical resources and spiritual support. [... more]

Understanding the 2026 Medicare IRMA tax and how it affects your financial planning, including strategies to minimize its impact and optimize your retirement income. [... more]

Charitable giving and tax planning are crucial during year-end, and understanding donor-advised funds and qualified charitable distributions can help individuals make the most of their donations. Financial stewardship and biblical wisdom are essential in managing money, and recognizing God as the owner of everything can lead to a more balanced approach to finances. [... more]

The next generation is redefining stewardship and generosity, with a focus on authenticity, impact, and community. Women play a significant role in shaping generosity, and advisors should consider co-creation and connecting head and heart when working with millennials and Gen Z. A reverse mortgage can be a viable option for tapping into home equity, and QCDs allow for tax-free charitable giving from IRAs. [... more]

Generosity is more than just giving money; it's about heart and presence. Long-term generosity begins at home and grows outward, shaping hearts, strengthening families, and building communities of grace. Christian financial advisors can help individuals align their values with their financial decisions and investments, leading to a lasting impact. [... more]

Living according to the Spirit requires a mindset of surrender to God's ways, including how we handle our money. A financial reset can help us recenter our minds and focus on spiritual priorities. Understanding the differences between traditional and Roth IRAs, as well as qualified charitable distributions, can also help us make informed decisions about our finances. [... more]

Rob West and Kevin Cross discuss year-end tax tips, including retirement plan contributions, charitable giving, and donor-advised funds. They also touch on qualified charitable distributions and capital gains tax, providing advice on how to minimize tax liability and make the most of tax-advantaged opportunities. [... more]

Having an emergency fund is crucial for financial management, but knowing when to use it requires careful consideration. Three questions to ask before tapping into your emergency fund are: is it urgent, is it necessary, and is it an unexpected expense? Understanding these concepts can help you avoid unnecessary debt and achieve financial peace of mind. [... more]

When prioritizing God above all else, financial decisions reflect one's identity in Christ. A biblical worldview of money management starts with lordship, recognizing God owns everything, followed by stewardship, using money as a tool to accomplish God's purposes, and then generosity, giving breaks the grip of money over our lives. [... more]

God's ownership of all things and our stewardship responsibility are key concepts in managing finances according to a biblical worldview. Understanding principles such as tithing, budgeting, and financial planning can help individuals make wise decisions with their resources and live in accordance with God's will. [... more]