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Faith At The Center Of Wealth: Jeff Bingham Discusses Leading With Christian Conviction

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Manage episode 518012550 series 3641125
Content provided by Jeff Bingham. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jeff Bingham or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

What Role Does God & Faith Play In The Mission Of B&H Wealth Strategies?

Values shape every dollar we deploy, and Jeff Bingham opens up about how putting faith first changed the way we lead, invest, and care for families. From praying before client meetings to building plans that “aim all the way up,” we walk through what it looks like to blend conviction with technical excellence in financial planning and investment management.
We dive into biblically responsible investing as more than a screen—it’s a framework for aligning risk, returns, and purpose so clients can grow wealth without ignoring their conscience. Jeff explains how this approach fits into comprehensive planning, from retirement income strategies and tax-aware portfolios to legacy design that safeguards vulnerable heirs. When a family faces addiction or uneven responsibility among children, we talk candidly about using trusts to protect relationships, release funds wisely, and sustain healing over time.
This conversation also welcomes a broad spectrum of beliefs. You don’t need to share our faith to benefit from straight talk, rigorous analysis, and a commitment to do the right thing. Jeff shares his personal testimony of losing his sight, his mother, and his brother within months—and how that breaking led to lasting clarity and a different kind of leadership. If you’re looking for a financial advisor who treats wealth as a tool for good, who values integrity over convenience, and who shows up when decisions are hardest, this one will resonate.
If this speaks to you, subscribe, share with a friend who cares about values and money, and leave a review with the biggest question you want us to tackle next.

To learn more about B&H Wealth Strategies visit:
https://www.BHRetire.com
B&H Wealth Strategies
423- 247-1152

  continue reading

Chapters

1. Welcome And Mission (00:00:00)

2. Faith As A Leadership Compass (00:00:44)

3. Jeff’s Late-In-Life Conversion (00:02:39)

4. Discovering Biblically Responsible Investing (00:02:58)

5. Serving Faith-Based And Secular Clients (00:04:15)

6. Prayerful Planning And Client Alignment (00:06:01)

7. Tough Decisions: Trusts And Addiction (00:06:40)

8. Compassionate Firm Culture And Staff Care (00:10:08)

9. Working With Clients Of Different Beliefs (00:12:41)

10. From Good To Better: Becoming Faith-Driven (00:15:01)

11. Jeff’s Testimony: Loss And Salvation (00:17:28)

12. Clarity From Losing Sight (00:20:08)

13. Closing And Consultation Invite (00:21:24)

18 episodes

Artwork
iconShare
 
Manage episode 518012550 series 3641125
Content provided by Jeff Bingham. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jeff Bingham or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

What Role Does God & Faith Play In The Mission Of B&H Wealth Strategies?

Values shape every dollar we deploy, and Jeff Bingham opens up about how putting faith first changed the way we lead, invest, and care for families. From praying before client meetings to building plans that “aim all the way up,” we walk through what it looks like to blend conviction with technical excellence in financial planning and investment management.
We dive into biblically responsible investing as more than a screen—it’s a framework for aligning risk, returns, and purpose so clients can grow wealth without ignoring their conscience. Jeff explains how this approach fits into comprehensive planning, from retirement income strategies and tax-aware portfolios to legacy design that safeguards vulnerable heirs. When a family faces addiction or uneven responsibility among children, we talk candidly about using trusts to protect relationships, release funds wisely, and sustain healing over time.
This conversation also welcomes a broad spectrum of beliefs. You don’t need to share our faith to benefit from straight talk, rigorous analysis, and a commitment to do the right thing. Jeff shares his personal testimony of losing his sight, his mother, and his brother within months—and how that breaking led to lasting clarity and a different kind of leadership. If you’re looking for a financial advisor who treats wealth as a tool for good, who values integrity over convenience, and who shows up when decisions are hardest, this one will resonate.
If this speaks to you, subscribe, share with a friend who cares about values and money, and leave a review with the biggest question you want us to tackle next.

To learn more about B&H Wealth Strategies visit:
https://www.BHRetire.com
B&H Wealth Strategies
423- 247-1152

  continue reading

Chapters

1. Welcome And Mission (00:00:00)

2. Faith As A Leadership Compass (00:00:44)

3. Jeff’s Late-In-Life Conversion (00:02:39)

4. Discovering Biblically Responsible Investing (00:02:58)

5. Serving Faith-Based And Secular Clients (00:04:15)

6. Prayerful Planning And Client Alignment (00:06:01)

7. Tough Decisions: Trusts And Addiction (00:06:40)

8. Compassionate Firm Culture And Staff Care (00:10:08)

9. Working With Clients Of Different Beliefs (00:12:41)

10. From Good To Better: Becoming Faith-Driven (00:15:01)

11. Jeff’s Testimony: Loss And Salvation (00:17:28)

12. Clarity From Losing Sight (00:20:08)

13. Closing And Consultation Invite (00:21:24)

18 episodes

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