Castuner

Purpose Driven Finances

Purpose Driven Finances

Welcome to Purpose Driven Finances — the podcast that helps you use your money as a tool to fulfill the plan and purpose for your life.

Hosted by Allan Malina, founder of Servus Capital Management, each episode brings you practical strategies, insightful conversations, and timely commentary on personal finance and investing. We guide you toward clarity and confidence, whether you’re planning for retirement, navigating life transitions, or simply looking to make wiser financial decisions.

We cover a wide range of topics—from budgeting, debt management, and investment strategies to retirement planning and legacy planning—plus commentary on current economic trends to keep you informed.

Because money isn’t the goal—living with purpose is.

Learn more at www.servuscm.com

Thanks for listening, and welcome to

Сайт подкаста

Слушайте в своём приложении

Эпизоды

94 эпизода

  1. Market Protection + Final Week Of Financial Planning Around Cars With Jason Decker 29:50
  2. Market Turmoil: How We Are Responding + Car Repair Wisdom With Matt Anderson 29:50
  3. Car Buying Advice From a Dealership Owner with Chris Mabry from Mabry Auto Group 29:50
  4. When Should You Replace Your Car? New vs. Used Vehicles, Repair Costs & the Economy 29:50
  5. Risk, Process, and the Real Cost of a Car 27:53
  6. Interest Rates, the AI Boom, and the Real Cost of Owning a Car 27:08
  7. September 11: Remembering, Planning, and What Comes Next 27:27
  8. Before the Next Market Drop: Why Buy-and-Hold Isn’t a Plan 27:59
  9. The Lake House Myth: Rich Roth on Choosing Calling Over Accumulation 29:50
  10. Purpose, Planning, Worldview, & why having direction matters with Coach Mike Cook 29:49
  11. Worldview, values, mission, vision, legacy with Mike Cook 29:50
  12. Defining what a purpose-driven Financial life means 29:50
  13. Serving with Purpose: Fiduciary Discipline, Fee-Only Planning, and the QPM System 29:50
  14. Planning When Conditions Change: Social Security, Rollovers, and the QPM Framework 29:50
  15. Income vs. Growth vs. Total Return: What Should Retirees Focus On? 28:15
  16. We Go Anywhere—But Not Just Everywhere 28:16
  17. Save to Serve with Jonathan Falwell: Finding Purpose in Your Money and Your Life 29:50
  18. Purpose Over Possessions with Jonathan Falwell: Using Money as a Tool for the Life You’re Called to Live 29:50
  19. Protect Your Retirement: Social Security, Portfolio Risk, and Financial Scams 29:50
  20. Hard Questions to Ask Your Financial Advisor 29:49
  21. Are You Funding Your Dreams—or Delaying Them? 28:39
  22. Protecting Your Portfolio—and Yourself—from Financial Scams 29:50
  23. When Should You Change Your Portfolio—and When Should You Do Nothing? 28:39
  24. What Are We Watching? 29:45
  25. What to Do Before—and After—You Buy an Investment 29:30
  26. From Revolution to Retirement: America’s Financial Story 29:50
  27. Before You Buy Any Investment: What Is the First Question to Ask? 29:50
  28. Is Your Portfolio Ready for the Next Market Turn? 29:50
  29. Building Generational Wealth That Lasts 29:50
  30. Ancient Wealth Principles That Still Work Today 29:50
  31. How To Build Wealth: Leaving An Inheritance vs. Leaving A Legacy 29:50
  32. Protecting the Living: Reframing Estate Planning with Josh Dalrymple 29:50
  33. Beyond the Hype: What Rockets and Ancient Wisdom Teach Us About Wealth 29:50
  34. The Gift of Alignment: Finding Your Natural Path to Financial Peace 29:50
  35. LEFT BEHIND: THE LOGISTICS OF A LIFETIME OF POSSESSIONS 30:00
  36. Grieve or Guess: The Ultimate Gift of Estate Pre-Planning 29:50
  37. The Red Folder: Estate Planning Documents Every Family Needs 29:50
  38. The Estate Planning Standoff: Why She Worries and Why He Waits 29:50
  39. Your Retirement Plan: How to maximize your HSA! 29:50
  40. Your Retirement Plan: Traditional & Roth IRA Coordination 29:50
  41. Your Retirement Plan: Small Business Structures—SEP, SIMPLE, and the Solo 401(k) 29:50
  42. Your Retirement Plan: Rollover and Roth Conversion Guidance 29:50
  43. Your Retirement Plan: ESOP Planning — Opportunity and Risk 29:33
  44. Your Retirement Plan: Framatome 29:48
  45. Your Retirement Plan: BWXT 29:46
  46. Your Retirement Plan: Centra Health 29:49
  47. INSIDE YOUR RETIREMENT: LIBERTY UNIVERSITY & THOMAS ROAD BAPTIST CHURCH 29:49
  48. Inside Your Retirement: Lynchburg City Schools & City of Lynchburg 29:49
  49. Inside Your Company Retirement Plan: Getting Advice & the ROTH Option 29:49
  50. Your Company Retirement Plan, Picking Investments 29:49