Generous Business Owner

Jeff Thomas, Alan Barnhart, Jeff Rutt
Generous Business Owner

Many business owners think they have to wait until after they sell their company to do significant giving. Each week, listen as Jeff Thomas, Alan Barnhart, Jeff Rutt and their guests discuss practical ways to be more generous NOW. Whether your business does one million in revenue or one billion, this podcast is for you.

  1. Kingdom Estate Planning Part 3: What Do I Do With the Rest?

    6D AGO

    Kingdom Estate Planning Part 3: What Do I Do With the Rest?

    What is the wrong you are meant to right in the world?  In this episode, Jeff and Cale discuss:  Understanding the narrative, not just the numbers.Finding joy while giving before you’re gone and disinheriting the IRS.Putting your talents to work for the Kingdom.Living an abundant life.   Key Takeaways:  Take a look inside your family and what you’re called to do. For some, it is disenfranchised youth or Christian entertainment. It may be missionary work, Bible translation, or the environment. Various things can be done and continue to need to be done.Let God move your heart - He moves within everyone in different ways.We all only have one chance here - let’s use what we have for the good of others.There is not really a one-size-fits-all setup. It will be different for your family as it speaks to your values and purpose.   "What we encourage people to do is start with something simple - just see if you can name three values, three words that you and your spouse feel really speaks to this and summarizes what we feel like God has called us to be as a family." —  Cale Dowell   About Cale Dowell: After diving deep into the hurdles clients face when picking a financial partner, Cale determined that financial advice should offer more than just managing a portfolio. He left Morgan Stanley to help launch Arkos and “Rebuild Wall Street” by creating a paradigm shift in the way the wealth management industry serves and impacts people. His passion is rooted in the mission to help families thrive across generations. Cale is a published thought leader in vulnerability analysis and risk mitigation. He is the creator of Wealth Languages™, a captivating public speaker, and has consulted with many of the world’s largest corporations. His diverse experience spans technology, commercial real estate, O&G, private equity, and startups. Cale spends an inordinate amount of time igniting contagious, positive environments and investing in relationships… because culture devours strategy for breakfast.  After graduating from Baylor University, Cale tied the knot with his Aggie sweetheart, Lynne, and now calls Houston home with their two little ones. They are actively involved in their church and Young Life, where Cale has served for over 15 years. He is a 40 under 40 recipient, actively contributes to several non-profit boards, and is a 7th-generation Texan. Not surprisingly, he is just as stubborn about Texas as you would imagine.   Connect with Cale Dowell: Website: https://www.arkosglobal.com/ Email: cale.dowell@arkosglobal.com LinkedIn: https://www.linkedin.com/in/caledowell/    Connect with Jeff Thomas:  Website: https://www.arkosglobal.com/ Podcast: https://www.generousbusinessowner.com/ Book: https://www.arkosglobal.com/trading-up Email: jeff.thomas@arkosglobal.com Twitter: https://twitter.com/ArkosGlobalAdv Facebook: https://www.facebook.com/arkosglobal/ LinkedIn: https://www.linkedin.com/company/arkosglobaladvisors Instagram: https://www.instagram.com/arkosglobaladvisors/ YouTube: https://www.youtube.com/channel/UCLUYpPwkHH7JrP6PrbHeBxw

    45 min
  2. Kingdom Estate Planning Part 2: How Much Do We Leave Behind?

    JUN 10

    Kingdom Estate Planning Part 2: How Much Do We Leave Behind?

    How do you turn your resources into a tailwind for your kids, not a headwind? In this episode, Jeff and Cale discuss:  Customizing your children’s inheritance to what fits your family. Inheritance transfer that is led with purpose, not tax mitigation, in mind. Establishing a committed form of generosity to the Lord.The importance of communication at appropriate ages and stages.    Key Takeaways:  Knowing what to give to the next generation should be more than just dividing your estate equally.  You can love your kids equally, but treat them uniquely. Giving each child the same amount may not be the right decision for your family. Are the decisions that you’re making for your family based on empowering your children or controlling them?Make sure you and your spouse are on the same page with a unified purpose.    "What could you do today for your kids (or in some maybe it's grandkids or great grandkids) now to start investing in that full inheritance?" —  Cale Dowell   About Cale Dowell: After diving deep into the hurdles clients face when picking a financial partner, Cale determined that financial advice should offer more than just managing a portfolio. He left Morgan Stanley to help launch Arkos and “Rebuild Wall Street” by creating a paradigm shift in the way the wealth management industry serves and impacts people. His passion is rooted in the mission to help families thrive across generations. Cale is a published thought leader in vulnerability analysis and risk mitigation. He is the creator of Wealth Languages™, a captivating public speaker, and has consulted with many of the world’s largest corporations. His diverse experience spans technology, commercial real estate, O&G, private equity, and startups. Cale spends an inordinate amount of time igniting contagious, positive environments and investing in relationships… because culture devours strategy for breakfast.  After graduating from Baylor University, Cale tied the knot with his Aggie sweetheart, Lynne, and now calls Houston home with their two little ones. They are actively involved in their church and Young Life, where Cale has served for over 15 years. He is a 40 under 40 recipient, actively contributes to several non-profit boards, and is a 7th-generation Texan. Not surprisingly, he is just as stubborn about Texas as you would imagine.   Connect with Cale Dowell: Website: https://www.arkosglobal.com/  Email: cale.dowell@arkosglobal.com LinkedIn: https://www.linkedin.com/in/caledowell/    Connect with Jeff Thomas:  Website: https://www.arkosglobal.com/ Podcast: https://www.generousbusinessowner.com/ Book: https://www.arkosglobal.com/trading-up Email: jeff.thomas@arkosglobal.com Twitter: https://twitter.com/ArkosGlobalAdv  Facebook: https://www.facebook.com/arkosglobal/ LinkedIn: https://www.linkedin.com/company/arkosglobaladvisors Instagram: https://www.instagram.com/arkosglobaladvisors/ YouTube: https://www.youtube.com/channel/UCLUYpPwkHH7JrP6PrbHeBxw

    45 min
  3. Kingdom Estate Planning Part 1: How Much is Enough?

    JUN 3

    Kingdom Estate Planning Part 1: How Much is Enough?

    Have you and your spouse thought about and set your financial finish line?  In this episode, Jeff and Cale discuss:  When is enough enough?Being a steward and not an owner of God’s resources. Orienting your life for abundance today, but also for treasures in heaven. Taking inventory of what is yours to steward.    Key Takeaways:  Keeping up with the Joneses is not the finish line that brings about any sense of significance or purpose. You can’t take it with you, but you can send it ahead. Change your view on giving. Instead of asking “how much should I give?” ask “how much am I allowed to keep?”Everyone will define a full life differently. But everyone who leans into their definition of a fuller life   "This speaks to another principle we have at Arkos called: have a written plan. Well, it's hard to have a written plan if you don't know where everything is, and have some semblance of what we're marching towards." —  Cale Dowell   Episode References:  The Treasure Principle by Randy Alcorn  About Cale Dowell: After diving deep into the hurdles clients face when picking a financial partner, Cale determined that financial advice should offer more than just managing a portfolio. He left Morgan Stanley to help launch Arkos and “Rebuild Wall Street” by creating a paradigm shift in the way the wealth management industry serves and impacts people. His passion is rooted in the mission to help families thrive across generations. Cale is a published thought leader in vulnerability analysis and risk mitigation. He is the creator of Wealth Languages™, a captivating public speaker, and has consulted with many of the world’s largest corporations. His diverse experience spans technology, commercial real estate, O&G, private equity, and startups. Cale spends an inordinate amount of time igniting contagious, positive environments and investing in relationships… because culture devours strategy for breakfast.  After graduating from Baylor University, Cale tied the knot with his Aggie sweetheart, Lynne, and now calls Houston home with their two little ones. They are actively involved in their church and Young Life, where Cale has served for over 15 years. He is a 40 under 40 recipient, actively contributes to several non-profit boards, and is a 7th-generation Texan. Not surprisingly, he is just as stubborn about Texas as you would imagine.   Connect with Cale Dowell: Website: https://www.arkosglobal.com/  Email: cale.dowell@arkosglobal.com LinkedIn: https://www.linkedin.com/in/caledowell/    Connect with Jeff Thomas:  Website: https://www.arkosglobal.com/ Podcast: https://www.generousbusinessowner.com/ Book: https://www.arkosglobal.com/trading-up Email: jeff.thomas@arkosglobal.com Twitter: https://twitter.com/ArkosGlobalAdv  Facebook: https://www.facebook.com/arkosglobal/ LinkedIn: https://www.linkedin.com/company/arkosglobaladvisors Instagram: https://www.instagram.com/arkosglobaladvisors/ YouTube: https://www.youtube.com/channel/UCLUYpPwkHH7JrP6PrbHeBxw

    48 min
  4. B Corp Webinar with Brent Dusing of TruPlay

    MAY 27

    B Corp Webinar with Brent Dusing of TruPlay

    If you had to write your one paragraph, what would your paragraph say? In this episode, Jeff and Brent discuss:  The structure and benefits of having a B Corp.Why you may want to run a B Corp business.The legal requirement of filing and displaying your public benefit.Finding growth in the process of writing and identifying your purpose.   Key Takeaways:  The public benefit of a B Corp can be educational, social, environmental, or religious.One of the benefits of knowing you have a religious public benefit, you know what your purpose and products must all point back to, without question.The world is not shy about pushing its views on people. Don’t be shy about showing the world what you believe.Wake up to the situations of the world, and stand up for what you believe.   "The least you can do is state your values and try to live them out." —  Brent Dusing   About Brent Dusing: Brent Dusing is the CEO and founder of TruPlay, a gaming platform created to bring high-quality, fun, and biblically sound entertainment to audiences worldwide. An entrepreneur at heart, Dusing pioneered game creation with Christian content through Lightside Games, a Christian gaming studio reaching more than 7 million game players worldwide and resulting in 25,000 decisions for Christ. As the founder and CEO of Cellfire, Dusing created the nation’s leading mobile coupon company, used today at grocers like Safeway and Kroger, and led Catalina Marketing to acquire Cellfire for $108 million. He began his career as a venture capitalist at Menlo Ventures, where he sourced multiple nine-figure exits and generated top-quartile returns. Over his career, Dusing has been featured on CNN, Fox News, ABC News, The Wall Street Journal, The New York Times, USA Today, Entertainment Weekly, and other news media. Dusing has a bachelor’s degree in economics from Harvard University. About TruPlay: TruPlay is reaching families around the world with high-quality entertainment products that encompass God's Truth. TruPlay is building games, digital comics, video content, and Web 3.0 content to bring light to a world in need of God’s love, hope, and truth. TruPlay’s platform launches in 2023. TruPlay is a team of dozens of industry veterans with deep expertise in games, storytelling, animation, entertainment, and technology, who are committed to seeing the betterment of children around the world. For more information, visit truplaygames.com.   Connect with TruPlay and Brent Dusing: Website: https://www.truplaygames.com/ Discord: https://discord.com/invite/truplay YouTube: https://www.youtube.com/channel/UCutwcoaalmdoIoxaZ2coQhA LinkedIn: https://www.linkedin.com/company/truplay/ LinkedIn: https://www.linkedin.com/in/brentdusing/ Twitter: https://twitter.com/TruplayGames Instagram: https://www.instagram.com/truplaygames/ Facebook: https://www.facebook.com/truplaygames/    Connect with Jeff Thomas:  Website: https://www.arkosglobal.com/ Podcast: https://www.generousbusinessowner.com/ Book: https://www.arkosglobal.com/trading-up Email: jeff.thomas@arkosglobal.com Twitter: https://twitter.com/ArkosGlobalAdv Facebook: https://www.facebook.com/arkosglobal/ LinkedIn: https://www.linkedin.com/company/arkosglobaladvisors Instagram: https://www.instagram.com/arkosglobaladvisors/ YouTube: https://www.youtube.com/channel/UCLUYpPwkHH7JrP6PrbHeBxw

    33 min
  5. Cale Dowell: Connecting Your Money with Your Purpose

    MAY 20

    Cale Dowell: Connecting Your Money with Your Purpose

    Are you planning for the Kingdom or the world?  In this episode, Jeff and Cale discuss:  Thinking about your financial estate plan from a different angle.Planning your giving before you die.Generous giving as a family with a non-traditional framework of giving.The top five questions are frequently asked by generous business owners.   Key Takeaways:  The three key questions: How much is enough for us? How much is enough for the kids? What do we do with the rest?There is value in community and in having like-minded advisors as you write your estate plans.You should have a financial finish line written down. You should also be on the same page as your spouse with that finish line and what is happening with any excess.It’s not about the balance sheet or the barn, it is about what God tells you and your spouse to do.Write a blessing letter to your children - write why you love them, what sticks out to you about their lives, about seeing God’s hand in their lives, and more. Update it over the years.   "God doesn't care about how many talents you have. What He cares is what you do with them." —  Cale Dowell   About Cale Dowell: After diving deep into the hurdles clients face when picking a financial partner, Cale determined that financial advice should offer more than just managing a portfolio. He left Morgan Stanley to help launch Arkos and “Rebuild Wall Street” by creating a paradigm shift in the way the wealth management industry serves and impacts people. His passion is rooted in the mission to help families thrive across generations. Cale is a published thought leader in vulnerability analysis and risk mitigation. He is the creator of Wealth Languages™, a captivating public speaker, and has consulted with many of the world’s largest corporations. His diverse experience spans technology, commercial real estate, O&G, private equity, and startups. Cale spends an inordinate amount of time igniting contagious, positive environments and investing in relationships… because culture devours strategy for breakfast.  After graduating from Baylor University, Cale tied the knot with his Aggie sweetheart, Lynne, and now calls Houston home with their two little ones. They are actively involved in their church and Young Life, where Cale has served for over 15 years. He is a 40 under 40 recipient, actively contributes to several non-profit boards, and is a 7th-generation Texan. Not surprisingly, he is just as stubborn about Texas as you would imagine.   Connect with Cale Dowell: Website: https://www.arkosglobal.com/ Email: cale.dowell@arkosglobal.com LinkedIn: https://www.linkedin.com/in/caledowell/    Connect with Jeff Thomas:  Website: https://www.arkosglobal.com/ Podcast: https://www.generousbusinessowner.com/ Book: https://www.arkosglobal.com/trading-up Email: jeff.thomas@arkosglobal.com Twitter: https://twitter.com/ArkosGlobalAdv Facebook: https://www.facebook.com/arkosglobal/ LinkedIn: https://www.linkedin.com/company/arkosglobaladvisors Instagram: https://www.instagram.com/arkosglobaladvisors/ YouTube: https://www.youtube.com/channel/UCLUYpPwkHH7JrP6PrbHeBxw

    1h 18m
  6. Matthew Hiltz: The Stages of the Journey of Generosity

    MAY 13

    Matthew Hiltz: The Stages of the Journey of Generosity

    How are you giving others the opportunity to participate in your journey of generosity?  In this episode, Jeff, Jeff, and Matt discuss:  Desiring to do more and seeing God’s blessings in life’s challenges.Being willing to take risks and do anything necessary. Balancing life priorities with growing a business. Encouraging employees and family to engage in generosity and giving. Doing the work with God, not on your own.   Key Takeaways:  Growing your business is important, but not more important than your faith, your family, and your health. When those are going well, your business will grow.Get into peer groups and mentorships as soon as you can. Even when opportunities are given to you, they do require work. When you can give back, share opportunities with others. Look for opportunities to give that are unique to your business and position.    "Balance - work towards it as early on in your career as you possibly can. You won’t regret it. The work, the customer relationships, it will all take care of itself if you can focus and get your priorities straight and work on your faith, your relationships with your family, and with your spouse in particular." —  Matthew Hiltz   About Matthew Hiltz: Matthew Hiltz is the Founder/CEO of Hiltz Propane Systems, Inc. in Marietta, PA. They provide turnkey propane system solutions for bulk storage, commercial, industrial, and agricultural applications. Hailing from Nova Scotia, Canada, Matt Hiltz is a mechanical engineer with 20 years of experience in the propane industry. He started Hiltz Propane Systems in 2011 and has seen the company grow to 50 employees who primarily service the Eastern half of the U.S. with opportunities expanding across the country. Matt and his family are active members of LCBC Church and frequently support the community with their time and resources. Matt, his wife Margaret, and their 3 children live in Manheim, PA.   Connect with Matthew Hiltz: Website: https://www.hiltzpropanesystems.com/     Connect with Jeff Thomas:  Website: https://www.arkosglobal.com/ Podcast: https://www.generousbusinessowner.com/ Book: https://www.arkosglobal.com/trading-up Email: jeff.thomas@arkosglobal.com Twitter: https://twitter.com/ArkosGlobalAdv  Facebook: https://www.facebook.com/arkosglobal/ LinkedIn: https://www.linkedin.com/company/arkosglobaladvisors Instagram: https://www.instagram.com/arkosglobaladvisors/ YouTube: https://www.youtube.com/channel/UCLUYpPwkHH7JrP6PrbHeBxw

    39 min
  7. Terry Trayvick: Everywhere He Leads You Turns to Gold

    MAY 6

    Terry Trayvick: Everywhere He Leads You Turns to Gold

    Are you listening when God speaks? Are you going where He sends you?  In this episode, Jeff and Terry discuss:  Keeping in touch and maintaining lifetime friends.Seeing God’s hand in the paths of our lives.Hearing God’s voice and acting on our promises with Him.Business as a platform for faith.   Key Takeaways:  If you listen and obey, everything God touches will turn to gold. It won’t be through your power, it will be through Him.You don’t need to be perfect. God will meet us where we are and work with who we are.God is the owner of everything - our time, our talent, and our treasures.Serve God and He will lead you where you need to go. Start with faith, act in obedience, and be amazed at where He takes you.   "Get into the habit of every day asking God for direction and obeying those instructions. Then watch what happens, because I'm telling you, everywhere He leads you will turn into gold." —  Terry Trayvick   Episode References: When Dreams Are Disrupted: A Story of God’s Faithfulness by Sandy Ramsey - https://www.amazon.com/When-Dreams-Are-Disrupted-Faithfulness-ebook/dp/B0D9DV4SGT  About Terry Trayvick: Terry Trayvick is a seasoned business strategy and transformation leader with over 40 years of experience in the automotive, consumer goods, printing, housing, health care, food, and private funding industries. Terry has earned the respect of global leaders for his ability to align organizations to deliver exceptional results. Terry is the founder and leader of Level Five, LLC (a strategy and execution company focused on helping companies go from good to great) and 5th Level Capital (a private funding company focused on debt and equity investments in the real estate industry). He is co-owner, with his wife Sandy, of Trayvick Private Investments and Trayvick Model Homes. And Terry is co-owner, with his daughters, of Trayvick SFA (a company focused on building multi-family housing in the Dallas-Fort Worth Metroplex). Prior to becoming an entrepreneur, Terry spent 20 years in corporate America. In several executive positions.  Terry was the Global President of R.R. Donnelley Financial, a $1 billion business unit. Terry led a diverse team consisting of 5,000 people in 40 locations around the world and spearheaded a transformation that grew market share and improved profitability by $80MM in three years. Prior to the role of Global President, Terry was the Senior Vice President of Strategy for R.R. Donnelley’s $5 billion Print Solutions Group. Earlier in his career, Terry held several executive finance positions at R.R. Donnelley, Sara Lee, and Procter and Gamble, and several operations roles at General Motors. Terry is Chairman of the board for Water.org, a board member of Emacx Systems, and Vice Chairman of the Board of Trustees for the 9000 member Christ Church in Montclair and Rockaway, New Jersey.  Terry’s hobbies include playing golf, spending time with family and friends, traveling, and working out.  Terry grew up in Dayton, Ohio, lives in Montclair, NJ, has three adult children, and has been married to his wife, Sandy, for over 34 years.  Terry has a B.S. in Industrial Management from the University of Cincinnati and an MBA in Finance and Marketing from Columbia Business School.   Connect with Terry Trayvick: Website: https://www.5thlevelcapital.com/    Connect with Jeff Thomas:  Website: https://www.arkosglobal.com/ Podcast: https://www.generousbusinessowner.com/ Book: https://www.arkosglobal.com/trading-up Email: jeff.thomas@arkosglobal.com Twitter: https://twitter.com/ArkosGlobalAdv Facebook: https://www.facebook.com/arkosglobal/ LinkedIn: https://www.linkedin.com/company/arkosglobaladvisors Instagram: https://www.instagram.com/arkosglobaladvisors/ YouTube: https://www.youtube.com/channel/UCLUYpPwkHH7JrP6PrbHeBxw

    39 min
  8. Marty Ozinga: Living In Relationship with the Creator of the Universe

    APR 29

    Marty Ozinga: Living In Relationship with the Creator of the Universe

    Are you spending quiet time every day in conversation with God?  In this episode, Jeff and Marty discuss:  Working as a cohesive leadership team.Prayer is a secret sauce for success.Stewarding what God has entrusted to us.Living life to honor your parents and prior generations.   Key Takeaways:  You cannot have enough communication. Communication is at the heart of everything we do in life, business, and ministry.People are ambitious and driven and can handle more responsibility earlier than many think.We can make it through more than we think we can.We need to be generous because it's the right thing to do, not just because it is right for business or looks good or any other reason. It’s about being a blessing to others.   "It's about helping people whom you know. There's nothing in it for you. It's just a blessing to be generous with people who you will never get anything from. The profound irony there is you actually do get a tremendous amount of blessings, but it's not calculated on a spreadsheet, per se. There's just so much more to the richness of life that comes from it." —  Marty Ozinga    Episode References:  Lead With Prayer: https://www.leadwithprayer.com/  About Marty Ozinga: Marty Ozinga IV is the chief executive officer of Ozinga. Founded in 1928, Ozinga is a fifth-generation family enterprise best known for its red and white striped concrete mixer trucks. In 2012, Marty took the reins of running the family business as CEO from his father, Marty Ozinga III. Marty is joined by his five brothers and one cousin in the fourth generation of ownership, all of whom are currently working in the business. There are thirty-two family members in the fifth generation.  Marty earned a BA in economics and business from Westmont College in Santa Barbara, CA, and an MS in communications from Northwestern University. He has served on numerous not-for-profit boards, including chairing the board of Daystar Academy in Chicago. He is currently serving on the board of the Luke Society. Marty and his wife Amy have six children. They reside in the Little Italy neighborhood of Chicago.  Ozinga is a purpose-driven business whose purpose is to have a positive impact on individuals, their families, and the community for generations. This purpose is rooted in the Ozinga family's mission to first and foremost honor and glorify God and to serve the crown of His creation. In 2019, Ozinga received the Dean’s Award from the Illinois Family Business of the Year Awards for excellence in social enterprise, supply chain management, or emerging markets. Ozinga has 2,000+ employees with operations primarily in Illinois, Indiana, Wisconsin, Michigan, and Florida.   Connect with Marty Ozinga: Website: https://ozinga.com/ LinkedIn: https://www.linkedin.com/in/martyozinga/    Connect with Jeff Thomas:  Website: https://www.arkosglobal.com/ Podcast: https://www.generousbusinessowner.com/ Book: https://www.arkosglobal.com/trading-up Email: jeff.thomas@arkosglobal.com Twitter: https://twitter.com/ArkosGlobalAdv Facebook: https://www.facebook.com/arkosglobal/ LinkedIn: https://www.linkedin.com/company/arkosglobaladvisors Instagram: https://www.instagram.com/arkosglobaladvisors/ YouTube: https://www.youtube.com/channel/UCLUYpPwkHH7JrP6PrbHeBxw

    42 min

Ratings & Reviews

5
out of 5
3 Ratings

About

Many business owners think they have to wait until after they sell their company to do significant giving. Each week, listen as Jeff Thomas, Alan Barnhart, Jeff Rutt and their guests discuss practical ways to be more generous NOW. Whether your business does one million in revenue or one billion, this podcast is for you.

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