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.
