Plan to Prosper

Stonecrop Wealth Advisors
  • 5,0 (3)
  • Христианство
  • Еженедельно

Plan to Prosper is a faith-driven podcast that helps Christians steward their finances with wisdom, purpose, and peace. Each episode offers practical financial guidance rooted in timeless biblical principles. This isn’t about get-rich-quick strategies or prosperity gospel promises. It’s about honoring God with your money, planning with diligence, and building lasting wealth for future generations. Whether you’re just starting your financial journey or looking to align your finances with your faith, Plan to Prosper brings clarity, encouragement, and eternal perspective.

  1. Should You Rollover Your Old 401(k)?

    -6 дн.

    Should You Rollover Your Old 401(k)?

    Are you making one of the most important financial decisions of your career based on a rule of thumb? Most people assume rolling over an old 401(k) into an IRA is an automatic next step, but blindly following the crowd can cause you to forfeit massive tax advantages, asset protections, and unique planning opportunities. In this episode of Plan to Prosper, we break down the critical tradeoffs between leaving your retirement funds with a previous employer or executing a rollover. True biblical stewardship requires moving past financial autopilot and carefully analyzing your unique circumstances to honor God with the resources you have been given. What you’ll learn: Why an IRA opens up the entire investing universe, including faith-based options that are rarely available in employer plans The "Rule of 55" and how a premature rollover can accidentally trigger a 10% early withdrawal penalty How pastors can unintentionally eliminate their tax-free Clergy Housing Allowance by moving assets out of a church-sponsored plan The intricate Net Unrealized Appreciation (NUA) strategy that could save you thousands in taxes if you hold company stock The stark differences in asset protection between ERISA-governed 401(k) plans and state-regulated IRAs Subscribe for future episodes filled with practical tools and timeless biblical wisdom. Advisory Services offered through Stonecrop Wealth Advisors, LLC, a registered investment advisor with the U.S. Securities and Exchange Commission. This material is intended for informational purposes only. It should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney or tax advisor. The information contained in this presentation has been compiled from third party sources and is believed to be reliable as of the date of this report. Past performance is not indicative of future returns and diversification neither assures a profit nor guarantees against loss in a declining market. Investments involve risk and are not guaranteed.

    48 мин.
  2. Unsolved Financial Mysteries

    24 июн.

    Unsolved Financial Mysteries

    When millions of dollars vanish without a trace, it leaves behind more than just unanswered questions. It reveals a profound truth about security, trust, and where we truly place our faith. In this episode of Plan to Prosper, Dalton and Jake dive into four of the most captivating unsolved financial mysteries in history. From a missing financial advisor on the FBI's most wanted list to the infamous skyjacking of D.B. Cooper, they explore what happens when wealth disappears and outline the critical biblical stewardship lessons we must apply to protect our own families. What you’ll learn: The true definition of financial due diligence and why blind trust is a dangerous strategy. How the concentration of authority led to a 190 million dollar cryptocurrency disaster. The biblical warnings against chasing instant wealth and the dangers of hasty financial decisions. How to find out if your family has a forgotten fortune waiting to be claimed through state programs. Subscribe for future episodes filled with practical tools and timeless biblical wisdom. Advisory Services offered through Stonecrop Wealth Advisors, LLC, a registered investment advisor with the U.S. Securities and Exchange Commission. This material is intended for informational purposes only. It should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney or tax advisor. The information contained in this presentation has been compiled from third party sources and is believed to be reliable as of the date of this report. Past performance is not indicative of future returns and diversification neither assures a profit nor guarantees against loss in a declining market. Investments involve risk and are not guaranteed.

    49 мин.
  3. Building a Life of Generosity

    17 июн.

    Building a Life of Generosity

    Are you holding onto your finances with a tight fist, terrified that there will never be enough? True biblical generosity is not about the number of zeros in your bank account: it is about the posture of your heart. In this episode of Plan to Prosper, we sit down with Jason Lollar from Generous Life to unpack the deep spiritual connection between wealth, faith, and radical generosity. We discuss why so many Christians struggle with a scarcity mindset, how hospitality and time are crucial forms of stewardship, and practical ways to cultivate a heart of open-handed giving long before you achieve financial abundance. To learn more about building communities of generosity, visit the Generous Life website at generous.life. What you’ll learn Why a scarcity mindset directly reflects your underlying theology of God. The profound reason why biblical generosity always benefits the giver first. How to build the discipline of giving regardless of your current income bracket. Why hospitality and your personal network are powerful, non-financial forms of stewardship. Subscribe for future episodes filled with practical tools and timeless biblical wisdom. Advisory Services offered through Stonecrop Wealth Advisors, LLC, a registered investment advisor with the U.S. Securities and Exchange Commission. This material is intended for informational purposes only. It should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney or tax advisor. The information contained in this presentation has been compiled from third party sources and is believed to be reliable as of the date of this report. Past performance is not indicative of future returns and diversification neither assures a profit nor guarantees against loss in a declining market. Investments involve risk and are not guaranteed.

    58 мин.
  4. What To Do With Your Bonus

    10 июн.

    What To Do With Your Bonus

    Is unexpected cash burning a hole in your pocket before it even hits your bank account? The way we handle sudden financial increases often says more about our financial maturity and spiritual priorities than how we manage ordinary income. In this episode of Plan to Prosper, hosts Logan and Dalton discuss the psychology of mental accounting and why sudden windfalls like corporate bonuses, tax refunds, and inheritances can quietly disappear without a proactive strategy. Rooted in the principles of faithful stewardship found in Luke 16, they share practical insights on avoiding emotional spending traps, navigating tax considerations like Donor-Advised Funds (DAFs), and creating a balanced framework that allows for both enjoyment and long-term planning. What you’ll learn: Why windfalls act as multipliers that amplify existing financial habits and discipline The hidden risks of spending future money before it officially arrives in your account A balanced allocation framework to help intentionally manage giving, saving, and celebrating Tax strategies to consider during higher-income years, including pre-tax contributions and charitable timing How to keep a healthy perspective on financial goals without letting emotional decision-making take over Subscribe for future episodes filled with practical tools and timeless biblical wisdom. Advisory Services offered through Stonecrop Wealth Advisors, LLC, a registered investment advisor with the U.S. Securities and Exchange Commission. This material is intended for informational purposes only. It should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney or tax advisor. The information contained in this presentation has been compiled from third party sources and is believed to be reliable as of the date of this report. Past performance is not indicative of future returns and diversification neither assures a profit nor guarantees against loss in a declining market. Investments involve risk and are not guaranteed.

    48 мин.
  5. Too Much of a Good Thing

    4 июн.

    Too Much of a Good Thing

    Can good financial habits actually become dangerous? What if the very disciplines that helped you build wealth quietly become the things that hold you back from living faithfully and freely? In this episode of Plan to Prosper, Logan and Dalton explore a surprising truth: even good financial habits can become unhealthy when taken to the extreme. From retirees who struggle to spend money they've spent decades saving, to parents who sacrifice their own financial future to continually support adult children, this conversation examines how fear, identity, and imbalance can quietly distort wise stewardship. Drawing from Scripture and real-life examples, they discuss how Christians can pursue financial wisdom without allowing saving, giving, or frugality to become controlling forces in their lives. What you'll learn: Why saving can become unhealthy when it turns into fear or identityThe challenges many retirees face when transitioning from saving to spendingHow generosity can unintentionally become enablingWhy balance is essential in the five uses of moneyPractical questions to evaluate whether your financial habits are serving you or controlling youSubscribe for future episodes filled with practical tools and timeless biblical wisdom. Advisory Services offered through Stonecrop Wealth Advisors, LLC, a registered investment advisor with the U.S. Securities and Exchange Commission. This material is intended for informational purposes only. It should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney or tax advisor. The information contained in this presentation has been compiled from third party sources and is believed to be reliable as of the date of this report. Past performance is not indicative of future returns and diversification neither assures a profit nor guarantees against loss in a declining market. Investments involve risk and are not guaranteed.

    51 мин.
  6. The Most Financially Dangerous Phrase?

    27 мая

    The Most Financially Dangerous Phrase?

    “Treat yourself” sounds harmless… until it becomes a lifestyle. What if some of your worst financial decisions weren’t irresponsible, but simply too fast? In this episode of Plan to Prosper, we unpack the hidden danger of instant gratification and why modern culture makes impulse spending easier than ever. From Amazon purchases and lifestyle inflation to expensive cars, vacations, and emotional spending, we explore how speed and emotion can quietly sabotage wise stewardship. We also discuss biblical wisdom on patience, delayed gratification, self-control, and how Christians can enjoy God’s blessings without falling into financial traps. What you’ll learn Why emotional spending is more dangerous than most people realizeHow convenience culture weakens financial disciplineThe connection between delayed gratification and wealth buildingPractical guardrails to prevent impulse purchasesWhat wise, biblical enjoyment actually looks likeSubscribe for future episodes filled with practical tools and timeless biblical wisdom. Advisory Services offered through Stonecrop Wealth Advisors, LLC, a registered investment advisor with the U.S. Securities and Exchange Commission. This material is intended for informational purposes only. It should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney or tax advisor. The information contained in this presentation has been compiled from third party sources and is believed to be reliable as of the date of this report. Past performance is not indicative of future returns and diversification neither assures a profit nor guarantees against loss in a declining market. Investments involve risk and are not guaranteed.

    58 мин.
  7. How to Build Wealth in…1926?

    20 мая

    How to Build Wealth in…1926?

    What would you do differently if you knew an economic collapse was only a few years away? Would your financial life survive a storm like the Great Depression? In this episode of Plan to Prosper, Dalton and Jake travel back to 1926 for a powerful thought experiment: how would wise families prepare financially if they knew the Great Depression was coming? Without Roth IRAs, index funds, or modern banking protections, what timeless principles would still build stability and wealth? Together, they unpack biblical wisdom, resilient financial habits, and the practical decisions that helped families endure one of the hardest economic seasons in history. From Joseph’s preparation in Genesis 41 to the dangers of debt, speculation, and overconsumption, this episode reveals why true financial stewardship has never depended on economic conditions. What you’ll learn Why financial margin creates resilience during uncertaintyThe difference between productive assets and dangerous speculationHow debt amplifies both prosperity and hardshipWhat the Great Depression teaches us about generational wealthWhy biblical stewardship matters more than market predictionsSubscribe for future episodes filled with practical tools and timeless biblical wisdom. Advisory Services offered through Stonecrop Wealth Advisors, LLC, a registered investment advisor with the U.S. Securities and Exchange Commission. This material is intended for informational purposes only. It should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney or tax advisor. The information contained in this presentation has been compiled from third party sources and is believed to be reliable as of the date of this report. Past performance is not indicative of future returns and diversification neither assures a profit nor guarantees against loss in a declining market. Investments involve risk and are not guaranteed.

    54 мин.
  8. What’s the Deal with Bonds?

    13 мая

    What’s the Deal with Bonds?

    Bonds were supposed to be the safe part of the portfolio. So why did they collapse in 2022 right alongside stocks? In this episode of Plan to Prosper, we break down what bonds actually are, why they lost value when interest rates surged, and why they still play a critical role in wise portfolio construction. We discuss the relationship between interest rates and bond prices, the difference between individual bonds and bond funds, and how Christians should think about risk, stewardship, and long-term financial planning. We also explore common mistakes investors make with bonds and why stability matters just as much as growth when building wealth that lasts. What you’ll learn: What bonds actually are and how they workWhy bond prices fell so sharply in 2022The difference between individual bonds and bond fundsHow bonds help with stability, income, and diversificationWhy understanding risk matters for faithful stewardship Subscribe for future episodes filled with practical tools and timeless biblical wisdom. Advisory Services offered through Stonecrop Wealth Advisors, LLC, a registered investment advisor with the U.S. Securities and Exchange Commission. This material is intended for informational purposes only. It should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney or tax advisor. The information contained in this presentation has been compiled from third party sources and is believed to be reliable as of the date of this report. Past performance is not indicative of future returns and diversification neither assures a profit nor guarantees against loss in a declining market. Investments involve risk and are not guaranteed.

    53 мин.
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Plan to Prosper is a faith-driven podcast that helps Christians steward their finances with wisdom, purpose, and peace. Each episode offers practical financial guidance rooted in timeless biblical principles. This isn’t about get-rich-quick strategies or prosperity gospel promises. It’s about honoring God with your money, planning with diligence, and building lasting wealth for future generations. Whether you’re just starting your financial journey or looking to align your finances with your faith, Plan to Prosper brings clarity, encouragement, and eternal perspective.

Информация

  • Автор
    Stonecrop Wealth Advisors
  • Годы выхода
    2025 - 2026
  • Выпуски
    49
  • Ограничения
    Без ненормативной лексики
  • Авторские права
    © Stonecrop Wealth Advisors
  • Сайт подкаста
    Plan to Prosper