Here's what you'll learn in this inspiring conversation:

• How Dexter transitioned to Biblically Responsible Investing (BRI) and the blessings and challenges along the way.
• His unique perspective on honoring God through financial stewardship.
• Why CAN SLIM and faith-based investing make the perfect partnership.
• The transformative power of listening to the Holy Spirit in your career and decisions.

Whether you're an investor, a financial professional, or simply curious about aligning your faith with your finances, this episode will leave you inspired and encouraged.

Let us know your thoughts and favorite takeaways in the comments!

Issachar Website: www.issacharfund.com

Dexter's number: 337-983-0676

Key Takeaways

Inspire Investing aims to empower Christian investors through biblically responsible investing.

Robert Netzly's journey into finance was unconventional, transitioning from youth ministry to investment.

Biblically responsible investing seeks to glorify God through financial decisions.

Inspires ETFs are designed to be low-cost and aligned with Christian values.

Fee compression is a significant topic in faith-based investing, making it more accessible.

Investors should be willing to make sacrifices for their values, even if it means lower returns.

Shareholder activism can influence corporate policies and promote biblical values.

The faith-based investing movement is growing, with more products and awareness emerging.

Advisors who ignore faith-based investing may lose clients to those who embrace it.

Investors are encouraged to examine their portfolios for alignment with their values.

Key Takeaways

Rusty and Sean emphasize the integration of faith and business.

Personal transformation is key to achieving success.

Living out faith in the workplace can inspire others.

Scripture provides guidance for business decisions.

Righteous desires align with God's plans for individuals.

Community support is essential for growth.

Freedom in Christ leads to peace of mind.

Challenges in merging faith and business are common.

Execution of ideas is crucial for success.

The importance of being doers of the word, not just hearers.

Find out more at www.PsalmsPath.com

Information on the Saint Johns Bible can be found by clicking HERE:

Hint: I do!

With all the recent excitement happening with Faith Driven

Entrepreneur, Faith Driven Investor and Henry Kaestner’s world travels. I felt a replay of his incredible interview was due.

Listen in as Henry talks all about why this “Faith Driven

Movement” is so successful.

Takeaways

Biblically responsible investing (BRI) is investing aimed at honoring and magnifying God by filtering out companies involved in immoral activities and supporting companies that contribute to human well-being.

BRI is important for believers as it aligns with the teachings of Jesus and allows for a holistic lifestyle where faith permeates every aspect of existence.

Research suggests that adopting values-based investment approaches like BRI can positively influence investment performance.

Owning a company as a shareholder comes with responsibility for the company's actions, while owning a product does not.

BRI does not encourage discrimination, but rather seeks to avoid supporting companies that engage in activism and disregard the beliefs of employees and shareholders.

Caleb also talks about the Valmark Global Gift Fund, a donor-advised fund that donates 10% of the company's profits to charities and ministries. He emphasizes the importance of generosity and being led by the Holy Spirit in financial decisions. Caleb addresses the misconception that biblically responsible investing leads to lower performance and highlights the need to prioritize values over financial returns. Caleb Callahan discusses the importance of aligning work with the Kingdom mandate and how doing things God's way can lead to success in business. He emphasizes the need to prioritize wisdom, integrity, and morals over profit in the financial services industry.

Caleb also highlights the significance of living out one's faith in the workplace and the impact it can have on others. He encourages the recruitment and engagement of young people, particularly those who love Jesus, into the financial services profession.

Takeaways

Stewardship is about managing money for the King and seeking His guidance on how to use it.

Biblically responsible investing involves aligning investments with Kingdom principles and

considering the impact on God's kingdom.

Generosity and giving are essential aspects of stewardship and should be prioritized in financial decisions.

The Valmark Global Gift Fund donates 10% of the company's profits to charities and ministries, supporting widows, orphans, Christian education, evangelism, and more.

Biblically responsible investing does not necessarily lead to lower performance, and there is empirical data to support this.

The focus should not solely be on financial returns but on aligning investments with values and principles.

Being led by the Holy Spirit and seeking God's guidance in financial decisions is crucial.

The impact of biblically responsible investing can have a ripple effect, positively influencing lives beyond the initial donation. Aligning work with the Kingdom mandate can lead to success in business.

Prioritize wisdom, integrity, and morals over profit in the financial services industry.

Living out one's faith in the workplace can have a positive impact on others.

Recruiting and engaging young people, especially those who love Jesus, into the financial services profession is important.

In this episode of the Investing with Integrity Podcast, host Jeff Talarico interviews Lauren Graham, a published author and financial advisor specializing in faith-based investing. They discuss Loran's journey in the financial services industry, the three-story house analogy for faith-based investing, the importance of stewardship, and the challenges and opportunities in the market. Lauren shares his insights on performance, the fear of embracing faith-based investing, and the future of the industry.

Takeaways

Faith-based investing is an act of worship and an opportunity to honor God in all areas of life, including finances.

Investing should be guided by biblical values and principles, focusing on relationships, outflows (spending and giving), and inflows (earning and investing).

Performance is important in investing, but it should be viewed in the context of long-term goals and the stewardship of God's resources.

There is a growing demand for faith-based advisors, and younger generations are more open to embracing faith-based investing from the start of their careers.

Investing in companies that align with biblical values can have a positive impact on the economy and society as a whole.

The market is unpredictable, but historical data shows that it has consistently grown over time, and faith-based investing can be a part of that growth.

Get Loran's Book "Investing with Integrity" here: https://www.amazon.com/Investing-Integrity-Expanded-Loran-Graham/dp/0692177078

Stephen Kump, the founder of Charity Vest, aims to shape the world to be more generous by providing everyone with a donor-advised fund or a charitable giving account. He has a background in consulting and philanthropy advising, where he helped major donors be more strategic with their giving.

Stephen noticed the issues and limitations with existing donor-advised funds and felt convicted to build new technology to solve these problems. His mission is to catalyze generosity and enable the millennial and Gen Z generations to give a trillion dollars away through their technology. In this conversation, Stephen discusses his experience as a philanthropy advisor and the importance of generosity. He highlights the character and values of high-net-worth individuals who actively give away a significant portion of their wealth. Stephen also talks about the launch of Charity Vest for Advisors, a white-labeled donor advised fund program that enables wealth advisors to support their clients in strategic giving. He emphasizes the need for advisors to have conversations about generosity and stewardship with their clients.

Stephen shares his admiration for CS Lewis and St. Augustine and expresses his desire to have conversations with them. He also mentions his interest in discussing faith-driven startups with Paul Graham, the founder of Y Combinator.

Takeaways

Charity Vest is a technology company that aims to catalyze generosity by providing donor-advised funds to everyone.

Stephen has a background in consulting and philanthropy advising, where he helped major donors be more strategic with their giving.

Existing donor-advised funds have issues and limitations, and Stephen felt convicted to build new technology to solve these problems.

Charity Vest's mission is to catalyze generosity and enable the millennial and Gen Z generations to give a trillion dollars away through their technology. High net worth individuals who actively give away a significant portion of their wealth possess certain character traits and values.

Charity Vest for Advisors is a white-labeled donor advised fund program that enables wealth advisors to support their clients in strategic giving.

Advisors should have conversations with their clients about generosity and stewardship.

The bunching strategy, which involves stacking multiple years of giving into one tax year through a donor advised fund, can help clients maximize their tax deductions.

Takeaways

• Being true to oneself and pursuing a career that aligns with one's interests and strengths is important for personal fulfillment.
• Cornerstone Portfolios is a biblically responsible investment strategy that screens out companies involved in objectionable activities.
• It is important for Christians to not only avoid profiting from objectionable activities but also support companies that demonstrate Christian values and contribute positively to their communities.
• Investors should be aware of the companies they own, even in index funds, as they may still be profiting from activities that go against their values.
• Investments should align with personal values and beliefs.
• Christians should openly talk about their faith and use their platform to spread love and share their beliefs.
• Focus on core values, relationships, and making a positive impact on others.
• Educate young people about financial literacy and guide them in their financial journey.

Jeff's TikTok Channel: The Finance Nerd

In this episode, Jay Peroni, Senior Portfolio Manager for Faith Investment Services, shares his journey into finance and faith-based investing. He discusses the importance of considering inflation and taxes in financial planning and the motivation behind his focus on faith-based investing. Jay also talks about his books on faith-based wealth and investing, as well as his radio show, Faith and Retirement. He explains the difference between impact investing and biblically responsible investing, emphasizing the importance of both negative screens and positive impact when selecting investments. Jay Peroni discusses impact investing, stewardship investing, shareholder activism, the hurdles of biblically responsible investing, Faith Investment Services, the future of biblically responsible investing, and three people Jay Peroni would like to have a conversation with.

Takeaways

Consider the impact of inflation and taxes when planning for retirement and investing.

Faith-based investing involves aligning investments with one's religious beliefs and values.

Faith-based investing can provide a sense of purpose and fulfillment by supporting companies that align with one's faith.

Biblically Responsible Investing focuses on investing in companies that align with biblical principles and values. Impact investing allows investors to put their money into companies that can make a difference or an impact in areas such as the environment or poverty-stricken communities.

Stewardship investing involves being responsible for how money is managed and seeking a good return on investments.

Shareholder activism allows individual shareholders to have a voice and influence in the companies they invest in.

The biggest hurdles for clients in biblically responsible investing are concerns about returns and the time and resources required for research and screening.

Faith Investment Services offers biblically responsible wealth and financial planning, as well as ETFs that align with Christian values.

The industry of biblically responsible investing is expected to grow as more institutions embrace it and individuals seek to align their investments with their faith.

Jay Peroni would like to have conversations with Tom Brady, Stephen Furtick, and Donald Miller to learn from their leadership, storytelling, and faith perspectives.

Finding biblically responsible companies in the communication sector can be challenging due to the nature of the industry.

Chapters

00:00

Introduction and Background

02:10 Getting Started in Finance

04:01 The Motivation for Faith-Based Investing

06:13 The Importance of Considering Inflation and Taxes

09:02 Discovering Faith-Based Investing

11:20 The Intersection of Faith and Wealth

13:41 Books on Faith-Based Investing

18:36 Biblically Responsible Investing and Gut Feelings

21:27 Impact Investing vs. Biblically Responsible Investing

22:16 Impact Investing

23:12 Stewardship Investing

26:19 Shareholder Activism

29:08 Hurdles of Biblically Responsible Investing

36:01 Faith Investment Services

37:32 The Future of Biblically Responsible Investing

40:23 Three People Jay Peroni Would Like to Have a Conversation With

42:15 Challenges in Biblically Responsible Investing

Jay's first book, The Faith Based Millionaire can be found on Amazon. Click Here

Outside his work at Eventide, Jason serves as a Fellow of the Center for Faithful Business at Seattle Pacific University. He also facilitates the Capital Stewardship Hub of the Kirby Laing Centre for Public Theology.

For more information on the Eventide Center for Faith & Investing click here.

For more information on Eventide Asset Management click here.

Outside his work at Eventide, Jason serves as a Fellow of the Center for Faithful Business at Seattle Pacific University. He also facilitates the Capital Stewardship Hub of the Kirby Laing Centre for Public Theology.

For more information on the Eventide Center for Faith & Investing click here.

For more information on Eventide Asset Management click here.

This one right here: CONGRATULATIONS to Professor Kurt Cornfield with #LibertyUnivesity

for securing the number one spot on the Investing with Integrity podcast season one.

If you missed it, take a listen now, who knows, with your help he just might retain the top spot for season two!

Henry Kaestner, co-founder of Faith Driven Entrepreneur and Faith Driven Investor Ministries, discusses the importance of faith-driven investing and the joy of communing with God through financial stewardship. He shares his journey to faith-driven investing and the launch of Sovereign's Flourish Fund, an ETF that allows investors to support companies led by godly men and women. Henry emphasizes the need for more faith-driven investment options and encourages listeners to ask their investment advisors for products that align with their values. He also highlights the role of pastors and advisors in equipping believers to live out their faith in the marketplace.

Key Takeaways:

• Faith-driven investing is an opportunity to commune with God and find joy in stewarding His resources.
• Investors should ask their advisors for investment options that align with their faith and values.
• The faith-driven investing movement is growing, and more companies are offering products that honor God.
• Living out faith at work involves seeking God's guidance in business decisions and finding purpose and intentionality in all aspects of work.

On this episode of the Investing with Integrity podcast, you will hear Michael Skillman, CEO of Faith Investor Services talk about this very thing. Join us for this episode and hear how bringing grace and truth into the world of finance can and will make a difference in how we move forward.

In our conversation we will also explore the topic of faith-based investing and the importance of aligning one's values and ethics with their investment choices. Learn how FIS screens their portfolios and why achieving 100% alignment with ethical standards was so important to them. We also touch on the role of shareholder activism and the need for collective engagement. We also examine the challenges and hurdles the faith-based investing industry faces as well as the importance of education and spreading awareness about what we do. Then our discussion concludes with a focus on stewardship, generosity, and the balance between grace and truth in the Christian faith.

Join us on this episode of the Investing with Integrity podcast where Benjamin Bailey, CFA talks all about bonds. In 2014, Benji was named as a “NextGen Bond Manager” to watch by WealthManagement.com. His knowledge of Green Bonds is amazing.

Listen in as he describes how Everence Financial and Praxis Mutual Funds look at Biblically Responsible Investing more in terms of Stewardship Investing.

Want more information on B.R.I.? Contact the host at jeff@lasallest.com

Crossmark Global Investments is a faith-based firm that creates, manages, and distributes values-based investment strategies that equip financial intermediaries and their clients to go further by aligning their wealth with their passions and convictions. For over 30 years, the firm has delivered uniquely constructed products based on its proprietary, disciplined, and repeatable process.

Founded in 1987, the firm is headquartered in Houston, Texas.

For more information visit: www.crossmarkglobal.com.

With over three decades of invaluable experience as an advisor, Professor Cornfield's journey is a testament to the transformative power of integrity in the realm of finance. His unique blend of practical expertise and academic insights has not only shaped countless financial advisors but has also contributed significantly to the field's ethical and moral compass.

In this insightful episode, Professor Cornfield delves into the intricate dynamics of financial advisory, emphasizing the pivotal role of biblical integrity in fostering trust and long-term relationships with clients. His dedication to nurturing the next generation of financial professionals, shines through his role in teaching Certified Financial Planner® classes as well as the curriculum required to become a Certified Kingdom Advisor®.

Join us in this enriching conversation as Kurt shares his invaluable wisdom and sheds light on the evolving landscape of the financial services industry with biblical integrity at its core.

Biography

Professor Cornfield has held various positions in the financial services industry and continues to serve as the volunteer Director of Student and Emerging Advisors for Kingdom Advisors. Kingdom Advisors is an organization of Christian financial advisors who agree to intentionally integrate what God’s word says about money and finances into their own lives and teach this to their client/students. After beginning his career at Morgan Stanley in 1984, he spent 24 years at Merrill Lynch, retiring in 2018. Over the course of his career, he developed a deep passion for holistic financial planning, focusing on incorporating biblical wisdom into his advice. Kurt was instrumental in developing the first CFP Board-registered program that integrated biblical wisdom into the coursework. Through this program, graduates of Liberty’s program are prepared to pursue both the Certified Financial Planner™ and Certified Kingdom Advisor™ designations. Kurt is passionate about encouraging all students and emerging advisors to pursue biblical wisdom in their advising careers. Kurt was recently honored at the Kingdom Advisors national conference in Orlando, FL to receive the Larry Burkett Award to recognize the work God has done through Kurt at Liberty University and Kingdom Advisors. Kurt has been married to Nancy for 43 years and they have three children, Kyle, Kirstin and Kari, their spouses, Julieanne, Ben and Matt, and three grandchildren, Jude, Audrey and Ruby. Kurt and Nancy reside in Lynchburg, VA and love the outdoors, including hiking and running.

Kurt’s Education

• M.S. in Financial Planning, College for Financial Planning
• B.S., Taylor University
• Certified Financial Planner
• Certified Kingdom Advisor
• Certified Christian Financial Counselor

nation’s leading biblically based, pro-life, pro-family investment company.

Timothy Plan offers 12 mutual funds and 7 ETFs that undergo stringent moral

screening criteria designed to avoid investing shareholders’ money in any

company that produces or participates in products/activities that are contrary

to a traditional biblical ethic. Read his story here.

Timothy Plan Website

Biblical Stewardship Class

To ask questions, email Jeff at Jefft@lasallest.com

Follow Jeff on Social Media

Facebook: https://www.facebook.com/jefftalaricocrpc/

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#godsmoney #stewardship #generousity

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*Disclaimer: The content presented in this podcast is for educational and informational purposes only. It does not constitute financial advice, and listeners are encouraged to consult with qualified financial professionals before making any investment decisions. The views expressed on the show are that of the guests and the host and may not be the same views of LaSalle St Securities or LaSalle St Investment Advisors. *