Episodios

  • Episode 168: True Wealth in Giving

    Episode 168: True Wealth in Giving
    Mar 4 2026
    Building financial wealth is important, giving you options, stability, and confidence. There is another wealth that makes you personally rich that requires little or no money. It is in blessing others through giving back. Today I am going to talk about some examples like paying for elderly people's groceries, the Starbucks Pay-it-forward, helping out neighbors, or even simply hugging someone who is lonely. This kind of giving makes you rich.

    Key Takeaways: 1) True connection in a social media driven world 2) Greater to give than receive 3) Leave a legacy of kindness 4) Be intentional and make it a life long habit.

    Giveaway: 6 Keys to a Happy Retirement -https://downloads.financial-resources.org/books/cdwo/#p=1
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    13 m
  • Episode 167: Meet the KPC Team

    Episode 167: Meet the KPC Team
    Feb 7 2026
    In this introductory episode of the KPC Smart Money Podcast, Bryan Christ, Jay Angotti, and Stone Bethea explain how their advisory team works together behind the scenes to support clients. They break down the roles of service advisors, senior advisors, and operations, emphasizing coordination, proactive planning, and clear communication as the foundation of strong financial decisions. The episode sets the tone for future conversations focused on practical financial strategies, education, and long-term planning rather than short-term market hype.

    3-4 Takeaways:
    • Team-based planning matters: Clients benefit from a coordinated structure where service advisors manage communication and follow-through while senior advisors focus on strategy and investment decisions.
    • Financial planning is ongoing: Taxes, markets, laws, and personal situations constantly change, so proactive updates and regular reviews are essential.
    • Behind-the-scenes work is critical: Much of the value comes from coordination, beneficiary updates, renewals, and monitoring details that keep plans on track.
    Whitepaper: Your Retirement Income Planning Checklist (Dually licensed version) 24 pages http://downloads.financial-resources.org/books/qmmm/
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    10 m
  • Episode 166: Memory Training

    Episode 166: Memory Training
    Jan 26 2026
    Have you seen the ads lately about how to boost your memory? These ads promise all kinds of things. I decided to do some research on my own to find out what actual studies show regarding memory training and what actually works. And what will really protect our memory and brain as we age.

    Key Takeaways: 1) Memory training can improve specific skills 2) What really protects your brain? 3) Simple daily memory routines - 15 minutes 4) Why does this work

    Whitepaper: Your Retirement Income Planning Checklist (Dually licensed version) 24 pages http://downloads.financial-resources.org/books/qmmm/
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    14 m
  • Episode 165: Living Well is Better Than Living Longer

    Episode 165: Living Well is Better Than Living Longer
    Jan 20 2026
    The US population is living longer, and reaching age 100 or older is not rare anymore. With people living longer, the real goal is to live those years in good health. Now is the time to give your future self the chance to live those years to the fullest.

    Key Takeaways: 1) What does a good long life look like to you? 2) How to you prepare for that now? 3) Small daily choices that compound, just like money 4) Retirement is not and end, it's a new season of life

    Whitepaper: 6 Keys to a Happy Retirement -https://downloads.financial-resources.org/books/cdwo/#p=1
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    12 m
  • Episode 164: What's happening with Gold & Silver right now

    Episode 164: What's happening with Gold & Silver right now
    Jan 9 2026
    Gold and Silver prices are soaring. So, what is causing this and will it last? Have you wondered about adding or increasing Gold and Silver in your portfolio? On today's show we will talk about this, and what the short term sentiment is on Gold & Silver.

    Key Takeaways:
    1) Price gains on Gold & Silver during 2025
    2) What is driving the price up?
    3) Will it last?
    4) How much price volatility is ahead
    Whitepaper: Investing Basics - Use AE Creative "Understanding Market Corrections (Dually licensed version) 8 pages http://downloads.financial-resources.org/books/wjxu/#p=1
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    12 m
  • Episode 163: Christian Charitable Giving

    Episode 163: Christian Charitable Giving
    Sep 11 2025
    Have you heard the saying it is better to give then receive? From a Christian perspective it isn't just a nice saying, it has promises attached to it. What does the Bible say about giving and what are some ways other than money that you can give?

    Key Takeaways:
    1) In the ancient days, tithing was a way to provide for widows, orphans, and the community
    2) Is a 10% tithe too hard?
    3) What are some blessings and promises that come with giving
    4) Important to be a cheerful giver
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    15 m
  • Episode 162: Top 5 Financial Mistakes Ages 30-40

    Episode 162: Top 5 Financial Mistakes Ages 30-40
    Sep 4 2025
    Between the ages of 30 and 40, you are setting the financial foundation for your entire life. We often see potential clients that wished they knew about this mistakes when they were younger. So listen in to avoid this mistakes that can impact you for the rest of your lives.

    Key Takeaways:
    1) Lifestyle Creep
    2) Delaying Retirement Contributions
    3) Ignoring the "What ifs"
    4) Not Having a Cash Cushion
    5) Going it Alone
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    11 m
  • Episode 161: Smart Money Parenting

    Episode 161: Smart Money Parenting
    Aug 28 2025
    Today we will look at how you can raise financially savvy kids, and not spoil them. It is easy to want to buy our kids and grandkids whatever they want if we have the financial means to do that. However, what could happen when they grow up? Best to instill good financial principles now like the value of money, the difference between needs and wants, and delaying gratification.

    Key Takeaways:
    1) Ideas for ages 5-10
    2) Ideas for ages 11-14
    3) Ideas for ages 15-18
    4) How not to spoil kids
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    14 m