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Invested In Faith

Invested In Faith

著者： Michael Wallin
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 Invested In Faith: with Michael Wallin
Making Financial Wisdom Accessible Through Biblical Principles Join Michael Wallin, CFP and financial advisor from Franklin, Tennessee, alongside co-host Bradford Hancock, as they demystify the world of personal finance and investing through a Christ-centered lens. Each episode of "Invested In Faith" breaks down complex financial concepts into practical, easy-to-understand guidance that aligns with biblical principles. Whether you're struggling with debt, confused about investment strategies, planning for retirement, or simply want to be a better steward of your resources, Michael and Bradford provide clear answers to the money questions that keep you up at night. From budgeting basics to advanced portfolio management, every topic is explored through the wisdom found in Scripture and sound financial planning principles. What You'll Discover:
  • Biblical perspectives on money management and wealth building
  • Simplified explanations of investing, retirement planning, and insurance
  • Practical strategies for debt elimination and financial freedom
  • How to align your financial goals with your Christian values
  • Real-world case studies and listener Q&A sessions
Perfect for Christians who want to honor God with their finances while building long-term wealth, "Invested In Faith" combines professional financial expertise with timeless biblical wisdom. No matter where you are in your financial journey, you'll find actionable insights that help you make confident money decisions rooted in faith. New episodes release weekly. Subscribe now and start investing in both your financial future and your faith walk. Hosted by Michael Wallin, CFP, Financial Advisor | Co-hosted by Bradford HancockCopyright Sophos Media Productions
エピソード
  • IRA Explained: What Most People Get Wrong About Retirement

    IRA Explained: What Most People Get Wrong About Retirement
    2025/11/03
    Are IRAs really what you think they are? In this eye-opening episode of Invested in Faith, Bradford Hancock and Certified Financial Planner Michael Wallin dive deep into the real meaning behind IRAs—Individual Retirement Arrangements—and bust common misconceptions marketers have spread for years. If you care about securing your financial future, understanding how faith-informed money decisions work, and want clarity on retirement planning, this episode is a must-watch.

    ✔️ Key Topics Covered:

    • What IRA actually stands for (Individual Retirement Arrangement, not Account!)
    • The critical rules of IRAs, how they're structured, and what that means for your retirement
    • A brief history of retirement savings in America: pensions, Social Security, and the 1974 ERISA Act
    • Differences between traditional IRAs, Roth IRAs, and spousal IRAs—and why the latter is so often overlooked
    • Pros and cons of IRAs: Tax advantages, distributions, and the risks of creating a “tax tsunami” in retirement
    • Required Minimum Distributions (RMDs): What they are, when they kick in, and how to avoid surprises
    • How Christian financial principles and intentional planning can help you maximize blessings for your family
    Whether you’re just starting out, in mid-career, or nearing retirement, this episode provides practical guidance and Biblical wisdom so your financial decisions serve your family and align with your faith.

    About Your Hosts:

    Bradford Hancock guides each conversation with relatable questions, while Michael Wallin brings decades of experience as a financial planner, offering actionable insights grounded in both his expertise and Christian principles.

    🌟 Enjoyed the show?

    Don’t miss future episodes! Comment below with your thoughts, questions, or personal experiences. Subscribe now, like this video, and share it with friends or family who want clarity in their financial journey.

    Links & Resources:
    Join our community: https://investedinfaith.com
    Learn more about IRAs: IRS Publication 590
    For personal financial questions or guidance, connect with us via our website.
    Thank you for watching Invested in Faith—where faith meets finance and your financial future gets the attention it deserves!

    TIMESTAMPS:
    00:00 Individual Retirement Arrangement Explained
    05:09 IRA Tax Benefits and Distribution Rules
    10:21 Evolution of Retirement Plans
    13:06 "Retirement Planning: Goals and Strategy"
    16:19 Roth Conversion to Reduce Taxes
    18:21 Investment Advisory Firm Overview

    Optivise Advisory Services, LLC (“Optivise”) is an investment advisory firm registered with the Securities and Exchange Commission (“SEC”) under the Investment Advisers Act of 1940. Registration as an investment adviser does not imply a certain level of skill or training. The oral and written communications of an adviser provide you with information about which you determine to hire or retain an adviser. For more information, visit: https://adviserinfo.sec.gov and search for our firm name. This presentation has been provided for informational purposes only and is not intended as legal or investment advice or a recommendation of any particular security or strategy. The investment strategy and themes discussed herein may be unsuitable for investors depending on their specific investment objectives and financial situation. Information obtained from third-party sources is believed to be reliable, though its accuracy is not guaranteed. Opinions expressed in this commentary reflect subjective judgments of the author based on conditions at the time of publication and are subject to change without notice. Past performance is not indicative of future results.
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    19 分
  • Pensions Are Disappearing: How to Secure Your Retirement Income

    Pensions Are Disappearing: How to Secure Your Retirement Income
    2025/11/03
    Are you worried about outliving your retirement savings? Wondering if hiring a financial advisor is truly worth it—or just another expense? In this eye-opening premiere episode of Invested In Faith, Certified Financial Planner Michael Wallin dives deep into one of today’s biggest fears: running out of money in retirement as traditional pensions disappear.

    🔍 In this episode:

    ➡️ The real reasons behind the decline of pension plans and what it means for your retirement security
    ➡️ Groundbreaking research from Vanguard and Russell Investment showing how working with a financial advisor can boost your investment returns by 2–3% annually—thanks to behavioral coaching and portfolio guidance
    ➡️ Strategies for building tax-smart, sustainable retirement income, even as Social Security faces uncertainty
    ➡️ A four-bucket approach to managing retirement savings, balancing growth, safety, and income over 20+ years
    ➡️ Insider tips on how to choose a fiduciary financial advisor who will put your interests first—not just sell you products
    Whether you’re planning for retirement, already retired, or simply want to ensure financial certainty during uncertain times, this episode provides the blueprint to safeguard your future.

    Key topics covered:
    ➡️ Outliving your money vs. traditional fears
    ➡️ Decline of defined benefit plans (pensions)
    ➡️ Impact of Social Security changes
    ➡️ How market volatility and rising costs affect retirees
    ➡️ Creating a comprehensive plan: retirement, taxes, estate, insurance
    ➡️ What makes a financial advisor actually worth the cost

    👇 Do you think a financial advisor is worth it? Let us know in the comments!

    If you found this episode helpful, don’t forget to like, subscribe, and share for more practical faith-based investing advice every week!

    Links & Resources:
    💡 Subscribe to Invested In Faith
    📝 Request more info or resources: Comment below, and Michael will follow up with guidance on tackling your financial fears

    📅 Tune in next week for more insights on creating certainty in uncertain times
    For more faith-driven financial wisdom, make sure you’re part of our community—watch, comment, and stay invested in faith!

    Timestamps:
    00:00 "Advisor Value: Guiding Retirement Success"
    05:27 "Is a Financial Advisor Worthwhile?"
    09:00 Comprehensive Strategies for Financial Success
    11:10 Creating Certainty in Uncertain Times

    Optivise Advisory Services, LLC (“Optivise”) is an investment advisory firm registered with the Securities and Exchange Commission (“SEC”) under the Investment Advisers Act of 1940. Registration as an investment adviser does not imply a certain level of skill or training. The oral and written communications of an adviser provide you with information about which you determine to hire or retain an adviser. For more information, visit: https://adviserinfo.sec.gov and search for our firm name. This presentation has been provided for informational purposes only and is not intended as legal or investment advice or a recommendation of any particular security or strategy. The investment strategy and themes discussed herein may be unsuitable for investors depending on their specific investment objectives and financial situation. Information obtained from third-party sources is believed to be reliable, though its accuracy is not guaranteed. Opinions expressed in this commentary reflect subjective judgments of the author based on conditions at the time of publication and are subject to change without notice. Past performance is not indicative of future results.
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    13 分
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