TekWise Financial Planners

Excited to be live on KATH Guadalupe with Dave Palmer. I love to visit Guadalupe radio network when I visit Dallas. If you'd like to listen in, we go live at 12:40pm CST. We will be chatting about Faith and Finances!

How do we create income for clients? How does an annuity fit into an overall plan? Watch this video and find out!

Your retirement plan is the root of all the problems in this world. Capitalism works off of incentives. But the way we structure our retirement planning is creating incentives for bad behavior. Vanguard makes money from pornography and abortions. So they have to create demand for those services. How do they do that? They pressure their media companies into glorifying sex and making abortion normal. There was a 27% increase in abortion plotlines in tv shows from 2021 to 2022, according to an NPR study. That doesn't happen by accident. If you continue to invest with these companies, they will continue to create demand for these products. It's simple economics. If you are ready to be a part of the solution instead of the problem, reach out to me at 719-413-5614 or message me on linkedin.

One of the ways that I help non-profits is through Charitable Tax planning workshops. It's a great way to educate your ministry partners and donors on ways to redirect what they would pay in taxes, to you the non profit. If you are a ministry and would like to see what one of these workshops look like, we are doing an online version for Right to Life of Northeast Ohio on October 9th. 10:00am MDT registration: https://bit.ly/3BfvjlA 5pm MDT Registration: https://bit.ly/3MKfcPL Check it out! Let's see how we can help your partners redirect their tax dollars to your ministry!

I go over 6 common Mistakes in Retirement planning in this podcast. You can learn to avoid the more expensive mistakes people make in retirement planning.

Check out our newest podcast on The Hidden Dangers of a Pension in Retirement. If you have a pension, you need to hear the common and very expensive mistakes made with Pensions.

Interested in learning more about Biblically Responsible Investing, Bitcoin, or how to protect yourself in a downmarket? Check out our podcasts on Youtube or spotify. https://lnkd.in/g5tRJi5W https://lnkd.in/g-KXxAn6

You are more than just an economic engine. You are here to fulfill your God given purpose. But that can be difficult if you can't use the fruits of your labor to improve your life and the life of your next generation. If you want to learn how to be a blessing to your family, reach out and see how you can change your family for generations.

Ever wondered how we screen your money to see how it aligns with your values? Well wonder no more. I've created a short video that walks you through the process of getting your account screened. If you want to see if your money is aligned with your values, just message me on linkedin and we will get you started.