025 – The Stewardship Journey Part II

11/01/17 • 20 min

True Wealth Spotlight - Faith, Finances and Family Values

In today’s episode of the True Wealth Spotlight, Rick and Cassie discuss Waypoint three on the Stewardship Journey, where you are moving from “stable” to “solid” on the financial planning spectrum. The goals they discuss include increase your giving over time, investing and wealth building to prepare for retirement or your “second half” where you [...]

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Previous Episode

024 – The Stewardship Journey Part 1

At Beacon Wealth Consultants, we offer to take our clients on “The Stewardship Journey.” This process consists of taking you and your finances from the early stages of budgeting, giving and saving to the finish line of living a generous life. There are several waypoints along the path, and in this podcast we cover the [...]

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Next Episode

026 – How to Protest Business Practices You Oppose: Interview with Tom Strobhar

We often talk about screening your portfolio as a way to align your values with your investments. We call that divesting of those investments – choosing not to invest in business practices you disagree with. There is another way to let companies know how you feel about the way they do business: PROTESTING. Our guest this month [...]

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