The Generosity NOW Podcast

Navigating WealthTransfer: With Rachel McDonough

On this weeks episode, Laure and Eric sit down with two-time guest, author, speaker, and wealth advisor, Rachel McDonough for another discussion on the topic of wealth management, specifically the transfer of wealth. Rachel was previously featured on episode 8 and we want to encourage you to go back and give that episode a listen especially if you're a new listener. 
 
About Rachel
Rachel McDonough, CFP®, CKA®, RICP® is a Wealth Advisor with Wealth Squared, a team of EverSource Wealth Advisors, and the Founder of Wealthfluence, a consulting firm focused on Faith-Driven Investing. Motivated to help Christian investors see the relational nature of investing and its redemptive potential, Rachel is a frequent speaker and a published author on the topic. 
In 2022, Rachel received the Larry Burkett Award, presented through Kingdom Advisors, for exhibiting Christian character in its most complete sense, unparalleled professional competency, and integration of biblical wisdom into all advice and counsel.
Outside of work, she is a worship leader, and (part-time) homeschooling mama. If you’re wondering how she does it all, she’ll tell you, “Imperfectly…and with a lot of help.”
Resources 
Wealth Management website – www.wealthsq.com
True Treasure – Giving, Saving & Spending According to Your Calling 
Investing & Faith – The Impact of Faith-Based Investing
Connect with Rachel
Connect with Rachel on LinkedIn
https://www.linkedin.com/in/rachel-mcdonough
rmcdonough@wealthsq.com
www.Wealthsq.com
Book: True Treasure by Rachel McDonough
Investing and Faith by Steve French with contributions by Rachel McDonough 
https://makeyourmoneycount.com/true-treasure/
Book: Splitting Heirs: Giving Your Money and Things to Your Children
Without Ruining Their Lives
Book: Living with wealth without losing your soul:
Website: www.kingdomadvisors.com
Mentioned resource: https://inspireinsight.com/
 

NCF Impact Report: A Celebration of Faithfulness

On this weeks episode, Eric and Laurie give an overview of the impact that NCF had in 2023 and give insights into how generosity and faithfulness go hand in hand when we seek to have a positive impact on God's Kingdom. 
It’s been another year of big giving at NCF, and it couldn’t have happened without you, the faithful stewards of God’s resources. In 2023, NCF saw more asset giving, more strategy, more people giving, not just financially, but of themselves. And we’ve heard so many inspiring stories!
For a look at all the encouraging stats, stories, and solutions, be sure to download our latest Impact Report. Through these highlights, we hope you’ll catch a glimpse of how God has used your grantmaking to impact lives worldwide with faith, help, healing, and hope.
Resources mentioned. 
Check out the full 2023 NCF Impact report
https://www.ncfgiving.com/stories/2023-impact-report-a-celebration-of-faithfulness/
 

2023 Wrap Up: Highlights from our favorite episodes

In this season wrap-up episode, Eric and Laurie reflect on their favorite episodes from the inaugural season of the podcast. They discuss the impact of the podcast and the global reach it has achieved.
 
As you listen, we hope you not only enjoy these highlighted clips, but we also encourage you to listen to each episode which you can find linked below.
 
The first favorite episode they highlight is with Joel Malick, where they discuss his journey of faith and the importance of God's grace and mercy.
 
They also mention the episode with Rachel McDonough, who shares insights on biblical responsible investing. Greg Lernihan's episode is highlighted for his discussion on financial stewardship and the impact of investments.
 
Pete Ochs' episode is mentioned for his insights on setting a financial finish line and investing for eternal impact.
 
Barry and Linda Rowan's episode is highlighted for their vulnerability and spiritual journey.
 
Lastly, Don Simmons' episode is mentioned for his advice on investing responsibly and becoming a better steward investor.
 
Links to highlighted episodes
Favorite Episode: Joel Malick
Favorite Episode: Rachel McDonough
Favorite Episode: Greg Lernihan
Favorite Episode: Pete Ochs
Favorite Episode: Barry and Linda Rowan
Favorite Episode: Don Simmons

Uplifting Humanity: A conversation with Tony Julianelle

On this episode, Eric and Laurie sit down with organizational leadership expert, and real estate expert, Tony Julianelle for a great conversation about his work with Atlas and how they aim to uplift humanity through their work. 
 
About Tony
 
Tony has more than 24 years of executive leadership experience in the real estate industry. Before joining Atlas, he was responsible for seven states in the Mountain West for the largest mortgage company in the U.S. Throughout his career, Tony has held a variety of professional board positions and has served as faculty for the Denver Institute of Faith and Work. He leads the overall strategy and direction of Atlas while maintaining a relentless commitment to the firm’s values and culture.  
 

Living a Future Worthy of God’s Plan: A Conversation with Joel Malick

On this episode, Eric and Laurie are joined by financial expert and author, Joel Malick for a rich discussion about how to live a future worthy of God's plan for you.
 
About Joel
Joel Malick, a Partner with EverOak Wealth Co. in Colorado Springs, CO, joined the financial services industry in 2001. The most enjoyable part of his role is leading his clients well so they can spend their time pursuing their purpose. Joel graduated with a degree in Finance from Seattle Pacific University, during which time he was able to achieve his longtime dream of playing collegiate soccer.
Joel and his wife Holly spend most of their time trying to raise up their six children well. As a family they enjoy eating, camping, playing games, and traveling to Florida to get in a little beach time! Joel also enjoys serving as the president of the board for Crossfire Ministries, a non-profit that offers to share the love of Jesus through no cost grocery shopping. You will find Joel doing what he can to encourage others to step more fully into their calling!
Connect with Joel
Book: https://www.amazon.com/Afterwork-Honest-Discussion-Retirement-Future/dp/1496478118
LinkedIn: https://www.linkedin.com/in/joelmalick
 

Investing for Eternal Impact: A conversation with Don Simmons

In this enlightening episode of the Generosity Now podcast, hosts Eric and Laurie are joined by the insightful Don Simmons, a seasoned investment expert and author. With a rich background in building a successful boutique investment firm and a unique blend of financial expertise and Christian values, Don provides a thought-provoking perspective on steward-investing.
 
About Don
Don has over thirty years of experience building and managing a boutique investment firm in upstate New York that he founded in 1988. A CFP® Professional with a degree in counseling and post graduate training as a portfolio asset allocation specialist, Don fuses professional portfolio strategy with investor psychology and behavior to provide  a well-informed perspective on our role as Christian steward-investors.  With nearly a quarter billion dollars of assets under management, his firm consistently ranks among the top 1% of financial  advisor practices in the United States. 
Being a fiduciary of his clients’ assets has enlightened Don’s understanding of our role as God’s “oikonomos”—His designated asset managers.  Additionally, Don believes that business itself is an incarnational witness, much like the ministry of Young Life through which Don began his own personal relationship with Christ and with which Don has been involved as staff, volunteer, and committee chair for over four decades.  
While serving as chief operations officer for a London-based Christian economic development fund,  Don observed first hand the great chasm between societies where capital is hoarded in abundance compared to locations where it is in short supply and desperately needed to fulfill God’s redemptive plan. Don was responsible for coordinating a global management team that deployed dozens of mentors and coaches and financial capital to transformational businesses across more than twenty  countries and among the most impoverished communities in the world. Furthermore, as he has traveled extensively both personally and professionally to dozens of frontier market  countries since 2003, he’s gained an awareness of the physical and spiritual poverty that are too often met with ignorance and apathy of American Christians regarding their plight. 
Don’s passion for meeting these needs through the expansion of business as mission, as well as being a long-time steward of his clients’ assets, has led him to not only help his clients prepare for retirement, manage their wealth, and consider charitable giving, but also to help investors match their investment decisions to God’s purposes.  
Don has been married to Amy since 1989. Their home is a hub of activity for their four children and a steady stream of guests. In addition to family, Don’s passions include flying an antique (1948) seaplane, cooking pizza in his wood-fired pizza oven, and serving as a board member for numerous charities.
Connect with Don:
Website: https://thestewardinvestor.com
Facebook: https://www.facebook.com/people/The-Steward-Investor/100083214676167/
Twitter: @DonaldESimmons
Instagram: @DonaldESimmons
https://www.linkedin.com/in/donald-simmons-51616623/
More from the Generosity Now Podcast
www.generositynow.org
 

Economic, Social and Spiritual Capital: A conversation with Pete Ochs

On this episode, hosts Eric and Laurie sit down with Entrepreneur, Speaker, and author Pete Ochs for a transformative conversation about what it takes to live a high impact life.
 
About Pete
Pete Ochs is founder and chairman of Capital III, an impact investment company with investments in the US and Central America.  Enterprise Stewardship is an initiative of Capital III that equips marketplace leaders with resources to transform their personal LIFE and business enterprises. During his four decades in business he has invested and operated companies in the energy, manufacturing, banking, and education sectors, often times focusing on places devoid of human flourishing such as prisons and poverty-stricken countries. Pete’s passion in life is to educate, equip, and empower business leaders around the world to live for something greater than themselves by using their business platform to impact the world for Christ.  
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Pete lives by four simple principles: Honor God; Serve People; Pursue Excellence; and Steward Capital.   These four simple but powerful principles when brought to bear on creating Economic, Social and Spiritual Capital result in a High Impact LIFE.   
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Before launching his impact investment company Capital III, Pete spent 8 years in the commercial banking industry. Pete and his wife Debbie have been instrumental in founding and growing several nonprofit enterprises. They live in Valley Center, Kansas.  They have 2 children and 8 grandchildren.
Pete’s first book, “A High Impact LIFE,” and other leadership resources are available at www.EnterpriseStewardship.com.
 
Connect with Pete
https://www.peteochs.com/;
https://www.linkedin.com/in/pete-ochs/
 

Purpose Driven Investing: A conversation with Greg Lernihan

On today's episode, Eric and Laurie have an engaging conversation with entrepreneur and faith based investor, Greg Lernihan about impact investing. 
 
About Greg
Greg is committed to making a positive difference in the lives of others and has refocused his life with this purpose. As a faith based investor, Greg dedicates his time and talents to mentoring and investing in for-profit businesses that address the worlds greatest social challenges. Greg is dedicated to helping others who are passionately changing the world. He seeks to partner with Christ centered leaders that produce spiritual, social and financial returns by serving the less fortunate in Chicago and internationally.