How To Find A Financial Planning Team Who Shares Your Christian Values (Certified Kingdom Advisor®)

Описание: If you're a Christian and it's important for you to incorporate your faith into your financial planning, then it could be a great idea to work with a Certified Kingdom Advisor® (CKA®). In this episode of Joe Knows Retirement, Joe explains what a CKA®, what it takes to earn the CKA® credential, and how a CKA® can help you as you purposefully plan your retirement.

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Timestamps:
00:00 Intro
00:48 Why working with a CKA® could be helpful
02:42 All CKAs® are Certified Financial Planners®
04:29 Help clarify your purpose in retirement
05:50 Time, talents, & treasures
08:37 Provide guidance on how to spend, give, & gift
11:17 Help with generational planning

Disclaimer: Since we do not know your specific situation, none of this information can serve as tax, legal, insurance, or financial advice, and may be outdated or inaccurate. The information comes from sources believed to be reliable but cannot be guaranteed. This content is prepared for educational purposes only. If you need advice, please contact a qualified CPA, attorney, insurance agent, financial advisor, or the appropriate professional for the subject you would like help with. Peak Retirement Planning, Inc. is a Securities and Exchange Commission registered investment adviser and able to offer advisory services in Ohio and in other states where registered or exempt from registration.