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FAQs with Ronald Blue Trust Financial Experts
Manage episode 340928950 series 3296014
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In this episode, we listen in on an insightful conversation featuring two representatives of the Ronald Blue Trust Houston office, private wealth advisor, Ryan Anderson, and financial planner, Blake Mankin. Together, they discuss frequently asked financial questions and concerns, such as how to teach your kids about money, what it means to be a good steward, how to have peace in your marriage with finances, and much more. Get your pen and paper ready as Ryan and Blake give some helpful tips on financial planning.
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The information in these podcasts is provided for general educational purposes only. It is not intended as specific individual advice. The clients’ experience may not be representative of the experience of other clients and they are also not indicative of future performance or success. Opinions expressed may not be those of Ronald Blue Trust.
Trust and investment management accounts and services offered by Ronald Blue Trust, Inc. are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, nor guaranteed by any bank or bank affiliate, and are subject to investment risk, including possible loss of the principal amount invested.
Chapters
1. FAQs with Ronald Blue Trust Financial Experts (00:00:00)
2. How do I teach my kids about money? (00:02:27)
3. Can I have financial peace in my marriage? (00:07:18)
4. Do I need a will? (00:10:50)
5. What is life insurance and do I need it? (00:11:56)
6. What does it mean to not presume upon the future? (00:13:18)
7. What does it mean to provide for my family? (00:15:44)
8. What does it mean to have a quarterback? (00:18:27)
9. Should I diversify my investments? (00:19:32)
10. What is a financial finish line? (00:21:36)
11. How do we think about retirement at Ronald Blue Trust? (00:22:08)
12. What does it mean to be a good steward? (00:26:29)
13. What is the difference between not worrying about tomorrow and planning for the future? (00:28:53)
14. What are other opportunities to be generous? (00:30:55)
35 episodes
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