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Hosted by Unknown Host · 🇺🇸 US · EN · 72 episodes
Established thought leaders with verified media credentials.
Welcome to Purpose Driven Finances — the podcast that helps you use your money as a tool to fulfill the plan and purpose for your life. Hosted by Allan Malina , founder of Servus Capital Management, each episode brings you practical strategies , insightful conversations, and timely commentary on personal finance and investing . We guide you toward clarity and confidence, whether you’re planning for retirement , navigating life transitions, or simply looking to make wiser financial decisions . We cover a wide range of topics—from budgeting , debt management , and investment strategies to retirement planning and legacy planning —plus commentary on current economic trends to keep you informed. Because money isn’t the goal—living with purpose is. Learn more at www.servuscm.com Thanks for listening, and welcome to
Unknown Host hosts Purpose Driven Finances, a business show with 72 episodes published.
Key Takeaways Not every market warning requires action. Like a dashboard warning light, the significance of a market signal depends on its context, persistence, and potential consequences. Headlines are not investment in
Key Takeaways Successful portfolio management is not about reacting to every headline. It is about filtering noise and focusing on the evidence that matters. Investors should ask whether new information changes their lon
Key Takeaways A great company can still be a poor investment if too much future success is already reflected in its price. A falling stock price does not automatically mean an investment is a bargain. Before buying, cons
Key Takeaways Before asking what investment to buy, determine what the money must accomplish and what could prevent it from fulfilling that purpose. An investment’s first responsibility is not to produce the highest poss
Key Takeaways A retirement plan should begin with actual income and spending—not assumptions about what retirement “should” cost. A written budget can reduce uncertainty by showing whether your income realistically suppo
Key Takeaways Building wealth is only the first step. Families must also prepare future generations to manage, preserve, and use it responsibly. A portfolio needs more than a process for buying investments. It also needs
Key Takeaways Lasting wealth is usually built little by little through disciplined work, saving, and consistent decisions. Sudden wealth does not automatically produce financial stability. Without wisdom and restraint, e
Key Takeaways The Fed’s Philosophical Reset Signals Market Volatility: Under new Chairman Kevin Warsh, the Federal Reserve has abandoned "forward guidance," holding interest rates steady at 3.50% to 3.75% while raising i
Key Takeaways Stewardship Over Complexity: True estate planning is an act of love designed to reduce confusion during life's most difficult seasons, focusing on protecting the living rather than just distributing assets
Key Takeaways Behavior Over Mathematics: True wealth management is a behavioral management process, not a complex modern math problem. Financial products and technology evolve rapidly, but human biology and cognitive bia
Key Takeaways Alignment Precedes Wealth: True financial success and peace of mind rarely come from chasing someone else's definition of success; they begin by identifying whether your personal wiring fits a structured en
Aired: May 30, 2026 KEY TAKEAWAYS The Volume Over Value Reality Most families are not overwhelmed by the value of possessions. They are overwhelmed by the volume of a lifetime accumulated under one roof. What appears to
Grieve or Guess: The Ultimate Gift of Estate Pre-Planning Aired May 23, 2026 KEY TAKEAWAYS Pre-Planning Is a Gift to the People You Love Funeral pre-planning is not primarily about death—it is about reducing confusion, s
The Red Folder: The Documents That Speak for You When You Can't Aired: May 16, 2026 Key Takeaways 1. Estate Planning Matters Most While You're Alive Many people think estate planning begins after death. In reality, some
Aired May 9th, 2026 KEY TAKEAWAYS • Estate planning is ultimately about stewardship, clarity, and reducing chaos for the people you love. • Men and women often approach estate planning differently, but both are usually a
Air Date: May 2, 2026 | WLNI 105.9 FM KEY TAKEAWAYS The Triple Tax Advantage The Health Savings Account remains one of the most unique financial tools available: contributions may be tax-deductible, growth compounds tax-
Air Date: April 25, 2026 Most people choose a Traditional IRA or Roth IRA based on a tax deduction, a headline, or a quick internet search. But retirement planning is not about collecting accounts. It is about coordinati
Air Date: April 18, 2026 🔑 KEY TAKEAWAYS Participation Is Not Protection With markets near all-time highs and inflation pressure persisting, simply being invested is not a strategy—positioning is. Structure Locks In Fle
Air Date: April 11, 2026 KEY TAKEAWAYS A Rollover Is a Structural Decision—Not a Form. Where your money sits determines how it can be positioned, managed, and protected. This is architecture, not administration. The Cost
Air Date: April 3, 2026 KEY TAKEAWAYS Regime Awareness Over Autopilot: In an economic season defined by shifting energy demands and AI-driven disruption, a “set-it-and-forget-it” posture is a structural vulnerability. St
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Purpose Driven Finances is hosted by Unknown Host. The show is categorised under business (investing) and has published 72 episodes.
Purpose Driven Finances has published 72 episodes.
Purpose Driven Finances regularly covers business, investing, news. It sits in the business category, with a investing focus.
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