Wisdom for Wealth. For Life.

When was the last time you paused to notice the miracle of being alive? In this podcast, pastor and author Mark Batterson joins David Campaigne, Blue Trust senior partner and senior private wealth advisor, to remind us that gratitude opens our eyes to God’s goodness all around us.

Key Takeaways:
1. We experience countless miracles daily, from the innumerable biochemical reactions in our bodies to the intricate ecosyste...

Business ownership is rewarding but often complicated. Many entrepreneurs who excel at managing complex operations, employees, and growth strategies often struggle to separate their business and personal finances. The very skills that make them successful at business—seeing opportunities where others see challenges, taking calculated risks, viewing all assets as potential resources—can create blind spots in their personal financial...

For nearly 15 years, Blue Trust has had the privilege of walking alongside Lora and Mark Batterson in their financial stewardship journey. The couple founded and leads National Community Church in Washington, D.C., and Mark is a speaker and New York Times bestselling author. Together, they have built their lives around four core family values: gratitude, humility, generosity, and courage.

In this episode of “Wisdom for Wealth. For L...

In a culture that often views singleness as a temporary condition to endure rather than embrace, many Christian singles struggle with their identity and purpose. Blue Trust private wealth advisor Mary Helen Klingen recently sat down with author and pastor Sam Allberry to discuss his book, Seven Myths about Singleness, and explore how Scripture offers a radically different perspective on single life.

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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 

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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 

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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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