In this episode of Values Driven Wealth, Jim Kreid discusses his extensive background in financial advising and the evolution of his practice towards Biblically Responsible Investing (BRI). He emphasizes the importance of aligning investments with personal values and the impact this can have on the culture. Jim shares insights on the planning process for BRI, the significance of the name change to Solid Rock Retirement Strategies, and how clients can ensure their investments reflect their beliefs. The conversation also touches on the broader implications of investment choices and the potential for positive change through informed financial decisions. In this episode, they discuss the implications of tariffs on the economy and the importance of understanding Social Security. They explore how tariffs can potentially replace certain taxes and the need for consumers to remain calm during market volatility. The conversation also addresses common misconceptions about Social Security, including its funding and the impact of misinformation. Jim emphasizes the importance of planning for retirement and navigating the complexities of financial decisions, including when to take Social Security benefits.
Reach out to Jim at 800-711-9960 or https://www.sr724.com/
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