Description

If you are thinking about hiring a financial services firm, it is imperative to consider how that firm’s values align with your own.

In today’s episode of Retire in Texas, Darryl Lyons explores essential considerations when choosing a financial institution, diving into topics ranging from aligning your investments with Judeo-Christian values to legacy planning and the biblical perspective on retirement.

Some key discussion points include: 

• How to approach financial discussions through a biblical worldview.
• A breakdown of eight considerations to evaluate when hiring a financial services firm.
• A challenge to the conventional view of retirement, emphasizing that from a biblical perspective, retirement should not be viewed as the disposal of an asset but rather as a transition to a different purpose.
• The importance of financial institutions being open to Christian health insurance alternatives.

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