True Wealth Spotlight Podcast
027 – Investing is Ownership with Jason Myhre of Eventide
Our guest this week on the True Wealth Spotlight is Jason Myhre, Director of Marketing at Eventide Funds. If you’ve ever...
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026 – How to Protest Business Practices You Oppose: Interview with Tom Strobhar
We often talk about screening your portfolio as a way to align your values with your investments. We call that divesting of...
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025 – The Stewardship Journey Part II
In today’s episode of the True Wealth Spotlight, Rick and Cassie discuss Waypoint three on the Stewardship Journey, where you...
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024 – The Stewardship Journey Part 1
At Beacon Wealth Consultants, we offer to take our clients on “The Stewardship Journey.” This process consists of taking you...
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023 – What does a Chief Investment Officer do?
This month we welcome Hillary Sunderland, Chief Investment Officer (CIO) at Beacon Wealth Consultants to talk about the responsibilities of...
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022 – BRI Screening with Rusty Leonard and Olivia Hann
When we first introduce the concept of Biblically Responsible Investing to clients and explain our screening process, the first question...
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021 – How do financial advisors get paid?
If you’ve ever wondered how your financial advisor gets paid, you’re not alone! There are several ways advisors get paid,...
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020 – The Emotional Side of Investing
In this podcast, Cassie and Rick Laymon wrap up our series on “The Emotional Side of Investing.” If greed, fear,...
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019 – The Little Things Really Do Matter
When considering your investments, it’s tempting to minimize the impact your money is having on business and industry. You may be thinking...
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