Helping You Grow in Wealth and Wisdom

Practical financial guidance on retirement, investing, and living well with your wealth — delivered straight to your inbox.

Helping you Grow in Wealth and Wisdom

Practical financial guidance on retirement, investing, and living well with your wealth — delivered straight to your inbox.

Why Subscribe
Every month, you’ll receive:

  • Actionable steps to strengthen your financial plan
  • Biblical wisdom applied to real-life money decisions
  • First access to new videos, articles, and resources
  • No spam, just helpful guidance you can use

    The Wealth with Wisdom Show

    Coming soon: A series of short, clear conversations on money and life — blending practical financial guidance with timeless biblical truth.

    If you’re in your prime earning years… We’ll cover topics that help you build with wisdom:

    • How to balance enjoying today with investing for tomorrow
    • The biblical case for slow, steady wealth-building (Proverbs 13:11)
    • Taking chaos and confusion out of money to build with confidence
    • When “more” isn’t enough — and how to find true financial contentment
    • How to steward your talents, career, and resources for greater impact (1 Peter 4:10-11)

       

    If retirement is on the horizon…We’ll help you finish strong and launch into your next chapter with confidence:

    • The “make work optional” moment — how to know you’re ready
    • Paying less in taxes over your lifetime, but rendering unto Caesar what is Caesar’s (Matthew 22:21)
    • When to claim Social Security, and when to wait
    • Simple, effective charitable giving strategies to reduce taxes and enjoy your wealth (2 Corinthians 9:7)
    • Building a legacy plan that blesses the next generation (Proverbs 13:22)

    More Resources On the Way

    Over time, this page will grow into a full library of articles, tools, and videos — all designed to help you make wise financial decisions and keep your heart in the right place.

    You can expect:

    • Biblical money principles you can actually apply in today’s world
    • Practical how-tos for building wealth steadily, protecting it wisely, and giving it purpose
    • Real-world stories and lessons from client situations (shared with permission)
    • Curated resources — the best articles, tools, and videos I’ve found worth sharing with clients

    Future topics include:

    • The “three bucket” retirement income strategy
    • What the Bible really says about diversification (Ecclesiastes 11:2)
    • Avoiding costly money mistakes in your 50s and 60s
    • How to give effectively — without reducing your impact or creating tax headaches
    • What contentment looks like in a culture of “just a little more” (Ecclesiastes 5:10)

    For now, the best way to get new resources as soon as they’re available is to join the Wealth with Wisdom Newsletter — you’ll get them delivered straight to your inbox.