Missional Money Podcast

Jim Munchbach
  • 4.4 (10)
  • Investing
  • Updated Semiweekly

The Missional Money Podcast is a weekly conversation about aligning your money with your mission. Hosted by Jim Munchbach, the show helps you think clearly about finances—not just as numbers and strategies, but as tools that reflect your values, priorities, and faith. Each episode is practical, thoughtful, and grounded in real life. Every episode follows a simple, repeatable flow: Financial Planning Resource or Investment Insight A practical checklist, planning tool, or investment management insight you can actually use. These segments are sponsored by BayRock Financial, a fee-only fiduciary firm committed to helping people make wise, intentional financial decisions. Apple Home School – Practical Apple Productivity A short, hands-on lesson showing how to use Apple devices and apps more effectively for organization, learning, creativity, and everyday life. These lessons grow out of real homeschool experiments with Caleb and Maddie—and are shared so you can learn right alongside us. Book Excerpt – Make Your Money Count A short excerpt or key idea from Make Your Money Count: Connecting Your Resources to What Matters Most, helping frame financial decisions around purpose, clarity, and long-term impact. Blue Book Study – Spiritual Reflection A closing reflective segment centered on Scripture and timeless Christian writings—creating space to slow down, reflect, and reconnect financial decisions to deeper spiritual truths. Whether you’re managing a household, building a business, planning for retirement, or simply trying to be more intentional with what you’ve been given, the Missional Money Podcast is here to help you connect your resources to what matters most. New episodes are released weekly, with links to tools, resources, and notes included in every episode description.

Episodes

  1. Jan 21

    S1E3-How to Create a Purpose-Centered Financial Plan with The Blueprint for Financial Success

    🎙️ Live from Stephen F. Austin State Park How to Create a Purpose-Centered Financial Plan Using The Blueprint for Financial SuccessMake Your Money Count — Connecting Your Resources to What Matters Most Discover how to build a financial plan rooted in purpose instead of products. In this episode, we unpack The Blueprint for Financial Success — a process-centric guide to designing and building a financial plan that truly reflects your most meaningful priorities. 00:00 – 02:00 — Welcome Back to Stephen F. Austin State Park Setting the scene and slowing the paceRe-centering around reflection, purpose, and intentionFraming the core question: What's Important About Money-To You? 02:00 – 10:00 — Introducing The Blueprint for Financial Success Why a Blueprint—not products, tactics, or performance reportsFinancial planning as a process, not a pitchPurpose as the organizing principle for every goal and every decision 10:00 – 13:50 — Story: Becoming a CFP® Professional as a State Farm Agent Early career lessons from a product-driven environmentRecognizing the limits of transactional adviceLeaning into fiduciary-first financial planning 13:50 – 15:00 — Story: FPA Residency Learning how real financial planning is doneA better way for Discovery and Plan DesignFocusing on What Matters Most 15:00 – 17:00 — Story: Bill Bachrach’s Financial Roadmap The WIA$TY QuestionMastery of The Sales ProcessFrom Roadmap to Blueprint 17:00 – 28:00 — Story: Doug Carter and the Mt. Shasta Summit How I met a lifelong MentorThe Question behind the QuestionThe Mt. Shasta Summit 28:00 – 35:00 — The Blueprint vs. the Roadmap Why the Blueprint is works for meA Powerful Discovery ToolBuilding a better financial plan based on What Matters Most 35:00 – 39:36 — The Financial Planning Process (FREETIC) Overview of the full planning...

    57 min

  2. Jan 12

    S1E2-Your First Memories of Money

    🎙️ Live from Stephen F. Austin State Park S1E2 – Your First Memories of Money🎧 Watch on YouTubeYour first memories of money shape how you think, feel, and act with money today. In this reflective episode, CFP® professional Jim Munchbach explores how early money messages—around security, scarcity, or generosity—impact your financial life and how to rewrite that story with purpose. S1E2-Your First Memories of Money00:00:00 – Opening from Stephen F. Austin State Park Jim and the crew kick off the episode from Stephen F. Austin State Park, setting the stage for this heartfelt conversation about money memories and intentions. 00:04:47 – Apple Home School Lesson: Text Replacement A quick tech tip on how Apple’s Text Replacement can simplify daily communication. A great productivity tool for families, students, and professionals alike. 00:05:34 – Michigan Trip: Hawke Island & Caleb’s First Snowball A sweet, family-centered moment from a Michigan trip reminds us that money is not just numbers—it’s about creating and protecting life’s meaningful experiences. 00:08:40 – Three More Financial Planning Checklists Explore three practical tools designed for 2026 to bring clarity to your financial planning: Issues to Consider in a Client Annual Review MeetingA yearly reset tool to help you notice what has changed, what is drifting, and what needs attention before small issues become big ones.Issues to Consider as a New Client A starting-point checklist that helps you organize your full financial picture—numbers, life events, responsibilities, and concerns—before you try to make important decisions.Important Milestones A simple age-based guide that shows which financial decisions tend to show up next, so fewer things catch you off guard as life and responsibilities grow. 00:14:51 – Your First Memories of Money Jim dives into the heart of the episode—how early childhood money experiences continue to shape your decisions and mindset as an adult. 00:17:18 – Uncle Hank’s First Memories of Money Hear a powerful story from Uncle Hank about how early lessons formed his lifelong money attitudes. A prompt for you to consider what beliefs you’ve carried forward. 00:27:57 – From Make Your Money Count – “First Memories of Money” A short excerpt from Jim’s book, Make Your Money Count, illustrating the power of awareness in changing your money story. 00:30:00 – Blue Book Spiritual Reflection Faith: Day 2 reflection. Jim connects trust and provision to personal finance, inviting listeners to root financial choices in faith, not fear. 00:43:00 – Close Final thoughts and takeaways—an invitation to reflect intentionally on your money journey and plan for a mission-driven financial life. Key Takeawaysspan class="ql-ui"...

    44 min

  3. Jan 1

    S1E1-The Missional Money Podcast Relaunch

    🎙️ Live from Stephen F. Austin State Park Faith - Finances - What Matters Most Episode Chapters00:00:00 Opening & Purpose Welcome to the Missional Money Podcast. Jim sets the tone for the episode, explains the relaunch, and outlines how faith, finance, and purpose come together. 00:02:10 Faith and Finance Storytime A real-life story connecting everyday financial decisions with deeper questions of faith, stewardship, and trust. 00:04:10 Financial Planning Resources (3 Checklists) An overview of three practical tools designed to bring clarity and confidence: Important Numbers — Annual limits & key planning figuresImportant Dates — Tax, retirement & planning deadlinesMaster List of Goals — Clarifying what matters most 00:13:25 Apple Home School Feature (Apple Podcasts Notes & Timestamps) How to use Apple Podcasts show notes and timestamps to get more value from each episode and access shared resources. 00:22:40 Make Your Money Count Excerpt A focused excerpt highlighting how starting with what matters most creates a stronger foundation for financial decisions. 00:35:15 Blue Book Spiritual Reflection & Close A closing spiritual reflection tying together mission, money, and meaning, followed by final thoughts and next steps.Featured tools in this episode: 00:13:25 – Apple Home School Feature A short, practical Apple productivity lesson inspired by the Apple Home School journey with Caleb and Maddie—simple tools to build confidence and clarity with your Apple devices. 00:22:40 – Make Your Money Count Excerpt A featured concept from Make Your Money Count: Connecting Your Resources to What Matters Most, exploring how financial decisions can reflect faith and purpose. 00:35:15 – Blue Book Spiritual Reflection & Close A closing reflection designed to slow things down and re-center through Scripture, biblical wisdom, insights from Christian thinkers, and moments for gratitude and perspective. Episode DescriptionWelcome to the relaunch of the Missional Money Podcast, recorded live from Stephen F. Austin State Park—a place that invites reflection, clarity, and perspective. In this episode, host Jim Munchbach, CFP®, reintroduces the heart of the show and outlines what’s ahead in this new season: weekly conversations about aligning your money with what matters most, with faith and purpose at the center. What to Expect Each WeekEach episode of Missional Money follows four core segments: Financial Planning Resource or Investment...

    46 min
  • 3 Episodes

4.4
out of 5
10 Ratings

About

The Missional Money Podcast is a weekly conversation about aligning your money with your mission. Hosted by Jim Munchbach, the show helps you think clearly about finances—not just as numbers and strategies, but as tools that reflect your values, priorities, and faith. Each episode is practical, thoughtful, and grounded in real life. Every episode follows a simple, repeatable flow: Financial Planning Resource or Investment Insight A practical checklist, planning tool, or investment management insight you can actually use. These segments are sponsored by BayRock Financial, a fee-only fiduciary firm committed to helping people make wise, intentional financial decisions. Apple Home School – Practical Apple Productivity A short, hands-on lesson showing how to use Apple devices and apps more effectively for organization, learning, creativity, and everyday life. These lessons grow out of real homeschool experiments with Caleb and Maddie—and are shared so you can learn right alongside us. Book Excerpt – Make Your Money Count A short excerpt or key idea from Make Your Money Count: Connecting Your Resources to What Matters Most, helping frame financial decisions around purpose, clarity, and long-term impact. Blue Book Study – Spiritual Reflection A closing reflective segment centered on Scripture and timeless Christian writings—creating space to slow down, reflect, and reconnect financial decisions to deeper spiritual truths. Whether you’re managing a household, building a business, planning for retirement, or simply trying to be more intentional with what you’ve been given, the Missional Money Podcast is here to help you connect your resources to what matters most. New episodes are released weekly, with links to tools, resources, and notes included in every episode description.

Information

  • Creator
    Jim Munchbach
  • Years Active
    2021 - 2026
  • Episodes
    3
  • Rating
    Clean
  • Copyright
    © Family Podcast Network 2022 | All Rights Reserved | Missional Money | Jim Munchbach
  • Show Website
    Missional Money Podcast