Wisdom for Wealth. For Life.
Welcome to the "Wisdom for Wealth. For Life." podcast! Let’s bridge the gap between your faith and your finances. At Blue Trust, we apply biblical wisdom and technical expertise to help you make wise financial decisions. Our goal is to help you leave a lasting legacy. In this podcast, you will hear inspiring stories, practical tips, and encouragement from the Blue Trust family with special guests along the way. Learn more at www.BlueTrust.com. Trust and investment management accounts and services offered by 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.
Episodes
In this episode, Blue Trust private wealth advisors Stephanie Adams, CFP®, CPA, and Mary Helen Klingen, CFP®, CPA, CKA®, plus senior financial planner Jonathan Lowery, MBA, CFP®, CKA®, discuss the unique financial considerations singles face. Their conversation reveals both the challenges and opportunities that come with managing finances as a single person.
To learn more, visit http://www.BlueTrust.com
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In this episode, senior partner and managing director of Blue Trust's Nashville office, Gary Bell, has a meaningful conversation Blue Trust clients, Bekah and Mike Mulvaney. The trio discuss Bekah and Mike's strategies for determining where to give. If you've ever experienced analysis paralysis when it comes to determining where to give, this episode offers real-life wisdom from a couple who has been there.
To learn ...
In this episode, Blue Trust financial advisor Bethany Frymire has an insightful conversation with Melissa Harrison, President and Executive Director of 4word, and Catherine Gates, VP of Programs and Partnerships. The trio discuss 4word’s work, the importance of women in the workplace, and how women can advocate for themselves and support each other.
To learn more, visit http://www.BlueTrust.com
LinkedIn: https://www.linked...
In this episode we have managing director of Blue Trust's Charlotte office, Roger Gum, and Blue Trust Chief Investment Officer, Brian McClard. They discuss faithful investing and how investors can utilize access portfolios to align with their value and take advantage of the opportunity to impact change in the companies where they hold shares.
To learn more, visit http://www.BlueTrust.com
LinkedIn: https://www.linkedin...
In this episode, Kerry Mallory, senior private wealth advisor of Blue Trust, talks with Becca Spradlin about Mission Drift.
Business owners, church leaders, and organizational leaders can all remember creating the mission statement, but how do you prevent mission drift in your culture?
Becca Spradlin is the author of Lead on Mission. In the book, Becca explains how even the strongest faith-driven businesses and en...
Our podcast series, “Seasons of Marriage & Money,” explores how couples can transform their marriages by relying on God’s direction and tips on how to build stronger relationships. Blue Trust recently talked with Karen and Crawford Loritts and Julie and Russ Crosson about how they’re applying generosity, intentionality, open communication, and humor to approach their current season of life, which includes adult children, grandk...
Our podcast series, “Seasons of Marriage & Money,” explores how couples can transform their marriages by relying on God’s direction and tips on how to build stronger relationships. Blue Trust recently explored the transition to the empty nest phase, when couples have successfully ‘launched’ grown children into lives of their own.
Two couples – Karen and Crawford Loritts and Julie and Russ Crosson – discussed the emotional challe...
Our podcast series, “Seasons of Marriage & Money,” explores how couples can transform their marriages by relying on God’s direction and tips on how to build stronger relationships. Blue Trust recently interviewed two couples to gain insights on the special concerns and challenges faced by families who are raising children and young adults.
To learn more, visit http://www.BlueTrust.com
LinkedIn: https://www.li...
Our new series, “Seasons of Marriage & Money,” we explore how couples can transform their marriages by relying on God’s direction and tips on how to build stronger relationships. In this episode, we hear from two couples with a passion for helping others build strong marriages as they share their thoughts on navigating the transition from “me” to “we” and discuss what it’s like to merge finances as newly married couples.
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In this discussion, we have a special guest, president of Biola University Barry H. Corey and Blue Trust private wealth advisors Colby Gilmore and Neil Paur. Dr. Corey shares with us what it means to lead a Christian university in the state of California and his own philosophy on representing Christ to those in your community.
To learn more, visit http://www.BlueTrust.com
LinkedIn: https://www.linkedin.com/c...
In this episode, chairman of the board of Blue Trust, Nick Stonestreet, and managing director of the Sports & Entertainment division, Reed Crosson, sit down with guests Suzy and Gio Llerena. Gio served as a chaplain for the Tampa Bay Rays and is currently the vice president of Christian Family Life, an organization focused on strengthening marriages. They discuss how to build marriages that are strong enough to withstand cultur...
Life can bring us through unexpected circumstances that we don’t feel prepared to handle. David and Melisenda Stone’s financial situation changed drastically when both of David’s parents passed away within a short timeframe. In this episode, Blue Trust private wealth advisor Daniel Chacon and clients, the Stones, shared how they’re navigating the journey through grief while also learning to wisely steward a new inheritance.
Choosing to give sacrificially can be challenging, especially in times of uncertainty. Yet, it is possible to adopt a mindset about money that frees you to give abundantly with the knowledge that God owns everything and will provide the resources you need.
Blue Trust clients Chris and Kim Patton have built a strategy for generosity that shapes how they view their finances, as well as how they’ve taught their children to ha...
In this episode we have an advisor panel from BlueTrust! They give financial tips on living off of one budget, investing and estate planning!
Sr. Private Wealth Advisors Sherri White and Suzanne Miller with Financial Advisor Anehita Chie!
If you want to learn more about financial planning or investing please join our free webinars for the month of March 2024!
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In this Episode we have Senior private wealth advisor of Blue Trust, Scott Keisel, talk with Linda and Steve Znachko. The Znachko's share with us how they escaped the trap of materialism and stepped into places of need in their city.
To learn more visit http://www.BlueTrust.com
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Lin...
Ronald Blue Trust is proud to announce the name change to Blue Trust. In this episode, Blue Trust financial advisor, Bethany Frymire, leads a conversation with Blue Trust CEO, Nick Stonestreet, Blue Trust Chief Mission Officer, Russ Crosson, and the founder of the firm, Ron Blue, as they discuss the why behind the name change, and what this will mean for the future of the firm.
To learn more visit http://www.BlueTrust.com...
In this episode, we celebrate Veterans Day and honor those who have served our country. Nick Stonetreet, CEO of Ronald Blue Trust, and founder of Ba A Peacemaker Inc., Dr. Michael Patterson, sit down with U.S. Army veteran Jarrad Turner, Sr. Jarrad offers his insights to help us get a better understanding of the military experience and how to support our service members when they return home. Jarrad is the vice president of strateg...
In this episode, we take a trip to Washington DC. Ronald Blue Trust's senior private wealth advisor, David Campaigne, talks with bestselling author and pastor, Mark Batterson. In the heart of DC, Mark Batterson has helped lead many projects to benefit the community. In this conversation, he shares the stories behind some of the initiatives and how God can do a lot with a little.
To learn more visit http://www.RonBlue....
In this episode, Ronald Blue Trust private wealth advisor, Colby Gilmore, hosts a conversation with two special guests, Clayton Snyder and Allegra Edward Snyder. The Snyders are not only clients of Ronald Blue Trust, but they are also professional actors. Clayton Snyder was the heartthrob Ethan Kraft on the hit Disney Channel show, Lizzie McGuire. Allegra Edwards Snyder is an actress on a hit Amazon TV series. During this conversat...
In this episode, we hear from an advisor round table featuring senior private wealth advisors Suzanne Miller and Sherri White, and senior family office planning specialist, Anehita Chie. They share financial advice and tips tailored just for women around budgeting, employee benefits, and best practices for retirement accounts and planning.
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To learn more visit http://www.RonBlue.com
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