Podcast
Investing With Integrity
Hosted by Jeff Talarico · EN
If you seek to build a portfolio that reflects not only financial goals but also your core principles, "Investing with Integrity" is the podcast for you. Together, let's explore how wisdom, principles, morals, and integrity can guide us toward a more purposeful and impactful approach to investing all the while exploring how faith-based values and financial decisions can coexist harmoniously.
Join us on this enlightening and transformative journey where we will teach you to put "Wisdom over worth, principles over profit, morals over money, and integrity over it all."
In each episode, we dive into the Kingdom of Biblically Responsible Investing, where we prioritize more than just financial gains. We believe that true wealth goes beyond monetary measures and encompasses the well-being of individuals, communities, and the world.
Our goal is to empower you, the listener, with valuable resources and tools to make informed investment decisions that align with your beliefs.
Of course, no investment strategy is ever without its challenges, so we will openly discuss the potential drawbacks and risks associated with B.R.I., providing practical tips on how investors can navigate these obstacles while staying true to their values.
Join us on this enlightening and transformative journey where we will teach you to put "Wisdom over worth, principles over profit, morals over money, and integrity over it all."
#bri #kingdommoney #financialeducation #godsmoney #stewardship #generousity
@investingwithintegritypodcast
*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. *
20episodes
Episodes
Newest firstAll episodes
Investing With Integrity - Jay Peroni
Mar 6, 202400:45:47Tap to summarizeSummaryIn 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.TakeawaysConsider 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.Chapters00:00Introduction and Background02:10 Getting Started in Finance04:01 The Motivation for Faith-Based Investing06:13 The Importance of Considering Inflation and Taxes09:02 Discovering Faith-Based Investing11:20 The Intersection of Faith and Wealth13:41 Books on Faith-Based Investing18:36 Biblically Responsible Investing and Gut Feelings21:27 Impact Investing vs. Biblically Responsible Investing22:16 Impact Investing23:12 Stewardship Investing26:19 Shareholder Activism29:08 Hurdles of Biblically Responsible Investing36:01 Faith Investment Services37:32 The Future of Biblically Responsible Investing40:23 Three People Jay Peroni Would Like to Have a Conversation With42:15 Challenges in Biblically Responsible InvestingJay's first book, The Faith Based Millionaire can be found on Amazon. Click Here
Transcribe →Investing With Integrity - Part Two of an interview with Jason Myhre
Feb 21, 202400:28:41Tap to summarizeJason Myhre is the Executive Director of the Eventide Center for Faith & Investing, an educational initiative of Eventide Asset Management to help Christians understand and practice biblically faithful investing. He is also a Founding Member of Eventide Asset Management, an investment firm providing values-based investments rooted in a biblical worldview.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.
Transcribe →Investing With Integrity - Part One of an interview with Jason Myhre
Feb 7, 202400:36:04Tap to summarizeJason Myhre is the Executive Director of the Eventide Center for Faith & Investing, an educational initiative of Eventide Asset Management to help Christians understand and practice biblically faithful investing. He is also a Founding Member of Eventide Asset Management, an investment firm providing values-based investments rooted in a biblical worldview.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.
Transcribe →Investing With Integrity - The Number ONE Show of 2023! Kurt Cornfield
Jan 17, 202400:35:06Tap to summarizeWhat was the MOST DOWNLOADED episode of Season One?This one right here: CONGRATULATIONS to Professor Kurt Cornfield with #LibertyUnivesityfor 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!
Transcribe →Investing With Integrity - Henry Kaestner
Jan 3, 202400:42:16Tap to summarizeWhat level of passion do you have for spreading the Gospel?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.
Transcribe →Investing With Integrity - Mike Skillman
Dec 20, 202300:35:43Tap to summarizeHow do you bring Grace and Truth into the world of financial services?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.
Transcribe →Investing With Integrity - Benjamin Bailey
Dec 6, 202300:37:03Tap to summarizeWhat makes bond investing sexy?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
Transcribe →Investing With Integrity - Mike Kern
Nov 15, 202300:43:21Tap to summarizeOur guest in this episode is Mike Kern. He is the President and Chief Executive Officer of Crossmark Global Investments and its related entities. A position he has held since May of 2015. Mike is responsible for the overall leadership of the firm.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.
Transcribe →Investing With Integrity - Professor Kurt Cornfield - Liberty University
Nov 1, 202300:34:42Tap to summarizeI am excited to share a remarkable episode of the "Investing with Integrity" podcast featuring an industry veteran and esteemed academic, Professor Kurt Cornfield from Liberty University. 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. BiographyProfessor 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 EducationM.S. in Financial Planning, College for Financial PlanningB.S., Taylor UniversityCertified Financial PlannerCertified Kingdom AdvisorCertified Christian Financial Counselor
Transcribe →Investing With Integrity - Art Ally the "Father of B.R.I."
Oct 18, 202300:38:42Tap to summarizeArt Ally is founder and President of the multi-billion-dollar Timothy Plan, thenation’s leading biblically based, pro-life, pro-family investment company.Timothy Plan offers 12 mutual funds and 7 ETFs that undergo stringent moralscreening criteria designed to avoid investing shareholders’ money in anycompany that produces or participates in products/activities that are contraryto a traditional biblical ethic. Read his story here. Timothy Plan WebsiteBiblical Stewardship Class
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