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In this episode of Values Driven Wealth, Jim Kreid discusses his extensive background in financial advising and the evolution of his practice towards Biblically Responsible Investing (BRI). He emphasizes the importance of aligning investments with personal values and the impact this can have on the culture. Jim shares insights on the planning process for BRI, the significance of the name change to Solid Rock Retirement Strategies, and how clients can ensure their investments reflect their beliefs. The conversation also touches on the broader implications of investment choices and the potential for positive change through informed financial decisions. In this episode, they  discuss the implications of tariffs on the economy and the importance of understanding Social Security. They explore how tariffs can potentially replace certain taxes and the need for consumers to remain calm during market volatility. The conversation also addresses common misconceptions about Social Security, including its funding and the impact of misinformation. Jim emphasizes the importance of planning for retirement and navigating the complexities of financial decisions, including when to take Social Security benefits.

Reach out to Jim at 800-711-9960 or https://www.sr724.com/

In this episode of Values Driven Wealth, Jim Kreid discusses his extensive background in financial advising and the evolution of his practice towards Biblically Responsible Investing (BRI). He emphasizes the importance of aligning investments with personal values and the impact this can have on the culture. Jim shares insights on the planning process for BRI, the significance of the name change to Solid Rock Retirement Strategies, and how clients can ensure their investments reflect their beliefs. The conversation also touches on the broader implications of investment choices and the potential for positive change through informed financial decisions. In this episode, they&nbsp; discuss the implications of tariffs on the economy and the importance of understanding Social Security. They explore how tariffs can potentially replace certain taxes and the need for consumers to remain calm during market volatility. The conversation also addresses common misconceptions about Social Security, including its funding and the impact of misinformation. Jim emphasizes the importance of planning for retirement and navigating the complexities of financial decisions, including when to take Social Security benefits.
Reach out to Jim at 800-711-9960 or <a href="https://www.sr724.com/">https://www.sr724.com/</a>

Welcome to Values Driven Wealth, the radio show where wisdom, stewardship, and Scripture come together to create a retirement plan built on solid ground. Hosted by Jim Kreid—a fiduciary, financial veteran of nearly 40 years, and Managing Vice President of Solid Rock Retirement Strategies—this show is more than financial talk. It’s a mission to honor God through Biblically Responsible Investing and help you retire with confidence, purpose, and peace of mind.

Each week, Jim brings his deep expertise in estate planning, annuity maximization, and pension strategy to the mic, guiding listeners through the financial curveballs of life with Christ-like excellence. Whether you're nearing retirement or simply want to align your portfolio with your Christian values, Jim will challenge you to rethink what it means to be a faithful steward of the resources God has given you.

From Peoria roots to kingdom-focused results, Values Driven Wealth is your go-to source for practical advice, spiritual insight, and financial strategies that don’t just prepare you for retirement—they prepare you for impact. Tune in and learn how to build your financial house on solid rock!

Welcome to&nbsp;Values Driven Wealth, the radio show where wisdom, stewardship, and Scripture come together to create a retirement plan built on solid ground. Hosted by Jim Kreid&mdash;a fiduciary, financial veteran of nearly 40 years, and Managing Vice President of Solid Rock Retirement Strategies&mdash;this show is more than financial talk. It&rsquo;s a mission to honor God through Biblically Responsible Investing and help you retire with confidence, purpose, and peace of mind.
Each week, Jim brings his deep expertise in estate planning, annuity maximization, and pension strategy to the mic, guiding listeners through the financial curveballs of life with Christ-like excellence. Whether you're nearing retirement or simply want to align your portfolio with your Christian values, Jim will challenge you to rethink what it means to be a faithful steward of the resources God has given you.
From Peoria roots to kingdom-focused results, Values Driven Wealth is your go-to source for practical advice, spiritual insight, and financial strategies that don&rsquo;t just prepare you for retirement&mdash;they prepare you for impact. Tune in and learn how to build your financial house on solid rock!