Bridging the Gap Between Faith and Finances.
09/05/2025
Getting close to retirement? Everyone’s journey is a little different, but there are some common themes when it comes to planning ahead. We’ve put together a quick whitepaper that highlights key things to think about and some tips for building your retirement investment plan. Click link below!
https://mailchi.mp/7400aa0f6ff0/7essentialsforsuccessfulinvestinginretirement
07/22/2025
We're starting to schedule out 2026 speaking engagements for our Bridging the Gap seminars.
If you or your church is interested in bringing a seminar to the congregation where we blend faith and finances trying to discover what the bible and God is truly asking us to do with the money He has entrusted to us. Please reach out, like this post or leave a comment or shoot me a message. None of that is a commitment, but we'd love to know if you're interested.
Because of our practice and my career we find we're able to dive deeper into specific topics your folks may desire to know about. This is not a sales seminar. We feel strongly that our churches should continue to have the conversation asking the question what is it that God would have me do with this?
Check out our (slowly developing) podcast if you want to hear some of our thoughts or tones. You can find it linked in our bio.
Because of the busyness of our practice, our commitment to our own church family and our own family we're only able to commit to so many seminars each year. We've enjoyed the times we've been able to meet new congregations this year and look forward to the seminars we have scheduled to finish the year.
We're resuming our study on faith and finances on our podcast Pupose-Filled Money!
We're getting into Jacob's story now and seeing what we see. This is part 1 of 3 going through his story and then we're going to tie it to a foundational financial principle.
Check out the full episode here: https://open.spotify.com/episode/20jxFk1s6xtvTrqCgIossZ?si=9UNBcyQgQVWepkRRZYTx7Q
11/01/2024
Join us today in Mount Juliet!
11/01/2024
Join us today at The Papermill in Mount Juliet for First Fridays!
10/21/2024
The newest piece in the office has a special place in our heart.
My grandfather Jerry Hall painted this for me about a year ago. The depiction of a Bull fighting a Bear is pretty common in this industry, but it's really cool to have his personal touch in the office.
Courtney 's grandfather Steve Oliver recently completed this custom frame for it. It really finishes the piece incredibly well.
We wanted to have little bit of both of them hanging as reminders of where we came from in our office. They're both some of the most talented men we've ever met. They can build, fix, and create just about anything they set their minds to.
We'd like our work to be modeled after that. That for our clients we will build, fix or create the plans that they have set their minds to.
Check out the latest Episode of the Purpose-Filled Money Podcast.
Before we explore budgeting and spending and cash-flow we have to ask what does God expect of us.
Who better to learn from than Joseph?
The Dreamer pt. 3 walks us through the latter hald of Joseph's life and the lessons he learned. Most importantly we highlight The Shift that Joseph makes.
Come join the conversation you can find both the podcast and the YouTube episode with the links in our bio!
Check out the latest episode of the Purpse-Filled Money Podcast: The Dreamer pt 2.
Once we wrapped up our Fundamental Series we dove in to the Essentials. In thinking about Budgeting we wanted to look at the life of Joseph and see what we can learn through him, perhaps the greatest money manager in all of scripture.
Click the links in our bio to find it!
Episode 7 has dropped! This is the last episode of the fundamental series.
This is a posture-setting episode and it bookends The Why (Episode 1).
We've established the problem, we've talked through the components, and this is the conversation that sets the mentality we need to have as we move forward in our conversation around bridging the gap between faith and finances!
Take a listen. Subscribe.
We're excited to be on this journey with you!
https://podcasters.spotify.com/pod/show/purposefilledmoney/episodes/The-Shift-e2otg8c
Episode 6 of the Purpose-Filled Money Podcast is up.
Check out "The System" where we look into how our beliefs drive our behavior which then impacts the people and world around us.
God is calling us to be Holy.
Don't confuse that with perfect. God is calling you to look different.
When we learn how the system works, we can begin to work on what we believe to be true about God and money.
Check it out with the link in our bio! Subscribe and give us a like if you enjoy it!