Wisdom for Wealth. For Life.

Nov 29 2024 40 ep. 37 mins 15

Wisdom for Wealth. For Life. Podcast artwork

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.

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Marriage & Money Advice: Adult Children, Grandkids, and In-Laws

Nov 29 2024 48 mins

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 cu

Marriage and Money Advice for Empty Nesters

Nov 03 2024 55 mins

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 Lori

Marriage and Money Advice: Married with Kids

Sep 30 2024 58 mins

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.B

Marriage and Money Advice for Newlyweds

Sep 06 2024 61 mins

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

Leading a Christian University in a Modern Age

Aug 09 2024 40 mins

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:

Stewarding Marriage as a Professional Athlete

Jul 12 2024 33 mins

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 m

Navigating Unexpected Loss and Inheriting an Estate

May 31 2024 28 mins

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

Building A Legacy of Giving

May 17 2024 36 mins

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 a

Financial Tips for Women: Living Off of One Income, Investing, and Estate Planning

Mar 08 2024 22 mins

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! Registerhttps://bluetrus

Escaping The Cycle of Materialism

Jan 26 2024 53 mins

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 Join us on our YouTube Channel or wherever you listen to podcasts.Facebook: https://www.facebook.com/bluet