All Episodes
Purpose Driven Finances — 53 episodes
Your Retirement Plan: Rollover and Roth Conversion Guidance
Your Retirement Plan: Scott’s Insurance & ESOP Planning — Opportunity and Risk
Your Retirement Plan: Framatome
Your Retirement Plan: BWXT
Your Retirement Plan: Centra Health
INSIDE YOUR RETIREMENT: LIBERTY UNIVERSITY & THOMAS ROAD BAPTIST CHURCH
Inside Your Retirement: Lynchburg City Schools & City of Lynchburg
Inside Your Company Retirement Plan: Getting Advice & the ROTH Option
Your Company Retirement Plan, Picking Investments
How to Maximize Your Company Retirement Plan
NEW FED CHAIR NOMINATION: THE PERSON, THE POLICY, AND WHAT MARKETS ACTUALLY HEAR
FROM MARKETS TO MEMORIES: PLANNING VACATIONS THE SMART WAY
Planning the Moments That Shape Your Life
WHY BIG MOMENTS DESERVE BETTER PLANNING
What Actually Mattered in 2025 — And What Didn’t
PREPARING FOR 2026 — WITHOUT PREDICTIONS
PURPOSE-DRIVEN GIVING — BLUE RIDGE PREGNANCY OF LYNCHBURG VA
PURPOSE-DRIVEN GIVING — FIVE18 OF LYNCHBURG, VA
Markets, Purpose & Year-End Decisions
Proactive Tax Planning: For Families
Proactive Tax Planning: Small Business
Risks to Your Retirement: Protecting Your Future from Fraud, Divorce and Death
Risk Management in Retirement
Real-World Family Risk Management
Stagflation, New Legislation and the Truth About Risk
Inflation, the Fed and Retirement Clarity for Purpose-Driven Families
Fear, Family and Financial Clarity for 30-Somethings
Fear, Discipline and The Bell Curve of Risk: How Purpose-Driven Investors Move Forward With Confidence
Your Future Needs a Process — Not Predictions: How Purpose-Driven Investors Prepare for What’s Next
Changing Quads and What “Readiness” Really Means for Your Retirement!
Changing Quads, Retirement Questions and Finding Your Real Number
Green Shoots, Real Questions and How to Navigate What’s Next
Looking Over the Horizon: How to Face Market Fear and Pre-Plan What Matters Most
Looking Over the Horizon: Managing Fear, Building Strategy and Getting Estate Planning Right
Quad 1 Investing Strategy and Virginia Energy Policy: Financial Planning for 2026
Virginia Election 2025: Financial Impact on Taxes, Wages and Investments
What’s My Number? — Estate Planning Edition
What’s My Number? — Education Planning Edition
What’s My Number? Health, Disability and LTC Insurance
What's My Number? Homeowners and Auto Insurance Edition
What's My Number? Life Insurance Edition
What's My Number? Savings and Cash Edition
What's My Number? Investment Planning Edition
What's My Number? Retirement Edition
What's My Number? Practical Steps to Discover.
What's My Number? Why Do I Need One?
Questions You Should Be Asking Yourself Regarding Finances.
What does Financial Planning Really Mean For Me?
A guide to how your investment account should be monitored.
What Does Fee-Only Mean?
What is a Fiduciary?
Preparing for Liberation Day
Importance of a Purpose Driven Life