Purpose Driven Finances

💰 What’s My Number? — Health, Disability & Long-Term Care Insurance Description: 📅 Aired October 18, 2025 In this week’s Purpose Driven Finances , Allan connects the market headlines to real-world planning — showing how protecting your health and income is just as vital as growing your investments. Segment One — The Headlines: Bankruptcy, Gold, & The Quad Advantage Two notable bankruptci...

Purpose Driven Finances – October 11, 2025 What’s My Number? — Homeowners & Auto Insurance Segment 1: The Headlines — Trump, China & Credit Risk Allan opened this week’s show with a look at two key headlines shaping the markets: renewed trade tensions between the Trump administration and China over rare earth materials , and renewed talk of credit risk creeping into the economy. A. Trump &...

Purpose Driven Finances – October 4, 2025 What’s My Number? — Life Insurance Segment 1: Credit Risk & Being Purpose Driven Allan began this week’s show by connecting two powerful themes — financial risk and personal purpose — showing how both can quietly shape our lives if left unexamined. A. Credit Risk: The Tri-Color Auto Loan Company He discussed the unfolding story around Tri-Color Auto Lo...

Purpose Driven Finances – September 27, 2025 What’s My Number? — Savings & Cash Segment 1: Crypto, Inflation, and Risk Factors Allan opened the show with a timely discussion on where risk and opportunity meet in today’s market — from cryptocurrency in retirement plans to inflation and new forms of corporate risk. A. Crypto in Retirement Plans Interest in adding crypto to 401(k)s and IRAs conti...

Purpose Driven Finances – September 20, 2025 What’s My Number? — Investment Planning Edition Segment 1: Let’s Talk the Portfolio Theme: The Fed, Interest Rates, and the Quad 2 Outlook for Q4 2025 Allan opened the show with an update on Federal Reserve policy and what investors should expect heading into the final quarter of 2025. Current rate levels remain restrictive, but the Fed’s tone has shift...

Purpose Driven Finances – September 13, 2025 Segment 1: Let’s Talk the Portfolio Theme: Job Data Revisions, Inflation Trends, and Market Shifts Allan began this week’s program by unpacking the latest Non-Farm Payroll (NFP) adjustments , revealing that 911,000 phantom jobs were removed from the prior 12-month reports. Combined with last year’s 818,000 downward revisions, that’s 1.73 million fewer j...

Purpose Driven Finances – September 6, 2025 Segment 1: Let’s Talk the Portfolio (10 Minutes) Theme: Quad 3, Inflation, and Interest Rates on the Horizon Allan opened this week’s show by reviewing the current market environment — Quad 3 , characterized by slowing growth and rising inflation . He explained that in this phase, investors should expect more volatility across equities and credit, and th...

Purpose Driven Finances – Aired August 30, 2025 Segment 1: Let’s Talk the Portfolio (10 minutes) Theme: AI, Markets, and the “GenAI Divide” – Lessons from MIT’s 2025 Report This week’s show opened with a discussion about the state of artificial intelligence in business —specifically MIT’s 2025 report titled “The GenAI Divide.” The conversation explored how massive investment into generative AI has...

❓ The Big Questions You Should Be Asking | Purpose Driven Finances Description: 📅 Aired February 15, 2025 Over the past five weeks, we’ve been walking through the top questions every prospective client asks — from Fiduciary responsibility to Fee-Only advice, Account Monitoring, and Financial Planning. Each week, we’ve provided a free resource on the Servus Capital Management blog to help guide y...

 📝 What Does “Financial Planning” Really Mean? | Purpose Driven Finances Description: 📅 Aired February 1, 2025 We’re wrapping up our series on the top five questions prospective clients ask most often . Each week, listeners have had access to a free downloadable resource on the Servus Capital Management blog — and this week’s episode is no different. We start with a market check-in: slowing trad...

 📊 What Does “Account Monitoring” Really Involve? | Purpose Driven Finances Description: 📅 Aired January 25, 2025 We’re in week three of our series on the top four questions prospective clients ask most often . Each week, don’t forget to check the Servus Capital Management blog for a free downloadable resource to guide your planning. This episode opens with commentary on the Trump inauguration 🇺...

💵 What Does “Fee-Only” Really Mean? | Purpose Driven Finances Description: 📅 Aired January 18, 2025 We’re continuing our 4-week series on the top four questions every prospective client asks me . Each week, you’ll also find a free downloadable resource on the Servus Capital Management blog. This episode opens with reflections on the upcoming Trump inauguration 🇺🇸 — the optimism it has stirred, w...

🔑 What Does It Mean to Be a Fiduciary? | Purpose Driven Finances Description: 📅 Aired January 11, 2025 We’re starting a new 4-week series on the top four questions every prospective client asks me . Each week, you can also download a free resource from the Servus Capital Management blog. This episode begins with a timely topic: the California wildfires 🔥 — and practical ways to protect your hom...

🎙️ Purpose Driven Finances – Aired on March 29, 2025 🔹 First, Let’s Talk the Portfolio Did You Sell the Rip? Markets rallied — did you react emotionally or stick to your process? How Servus Capital Manages Money A reminder of our disciplined, active approach. How We're Different from Most Retail Firms No cookie-cutter portfolios. No “wait it out” advice without real strategy. Why Try to Skip the...

Originally Aired 2/22/2025 📊 Market & Portfolio Commentary February OPEX (Options Expiration): 2/21/25 Current Outlook: Market weakness is being "pressed out" Expecting a buy-the-dip opportunity Monday's action will be telling Macro View: March & April: Anticipate rising economic growth and slowing inflation February: Both growth and inflation expected to slow Bond yields breaking down ,...