Biblically Responsible Investing

This conversation delves into Biblically Responsible Investing (BRI), exploring how it aligns investments with personal values and the impact of consumer activism on corporate behavior. Jim Kreid discusses the importance of understanding what one invests in, the effectiveness of boycotts, and the e…

ESG Investing

n this episode of Values Driven Wealth, Gary Nolan and Jim Creed delve into the complexities of ESG (Environmental, Social, and Governance) investing. They explore its implications for investors, particularly those with conservative values, and discuss how ESG principles can sometimes conflict with…

Biblically Responsible Investing

n 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 …

When Your Savings Takes a Hit

In this conversation, Gary Nolan and Jim Kreid discuss essential strategies for navigating retirement challenges, focusing on financial stability, investment strategies, and the importance of planning for the future. They emphasize the need for reassessing budgets, adjusting withdrawal strategies, …

State of the Financial Union

In this episode of Values Driven Wealth, Gary Nolan and Jim Kreid  discuss the current financial landscape affecting retirement planning. They cover key topics such as inflation, tariffs, social security reform, generational differences in retirement planning, and the importance of estate planning.…

Five Major Economic Headlines

In this episode of Values Driven Wealth, Gary Nolan and Jim Kreid discuss major economic headlines and their implications for retirees. They explore the impact of tariffs, market volatility, inflation, and unexpected healthcare costs on retirement planning. Jim emphasizes the importance of long-ter…