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Invested In Faith

Invested In Faith

Written by: Michael Wallin
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 Invested In Faith: with Michael Wallin
Making Financial Wisdom Accessible Through Biblical Principles Join Michael Wallin, CFP and financial advisor from Franklin, Tennessee, alongside co-host Bradford Hancock, as they demystify the world of personal finance and investing through a Christ-centered lens. Each episode of "Invested In Faith" breaks down complex financial concepts into practical, easy-to-understand guidance that aligns with biblical principles. Whether you're struggling with debt, confused about investment strategies, planning for retirement, or simply want to be a better steward of your resources, Michael and Bradford provide clear answers to the money questions that keep you up at night. From budgeting basics to advanced portfolio management, every topic is explored through the wisdom found in Scripture and sound financial planning principles. What You'll Discover:
  • Biblical perspectives on money management and wealth building
  • Simplified explanations of investing, retirement planning, and insurance
  • Practical strategies for debt elimination and financial freedom
  • How to align your financial goals with your Christian values
  • Real-world case studies and listener Q&A sessions
Perfect for Christians who want to honor God with their finances while building long-term wealth, "Invested In Faith" combines professional financial expertise with timeless biblical wisdom. No matter where you are in your financial journey, you'll find actionable insights that help you make confident money decisions rooted in faith. New episodes release weekly. Subscribe now and start investing in both your financial future and your faith walk. Hosted by Michael Wallin, CFP, Financial Advisor | Co-hosted by Bradford HancockCopyright Sophos Media Productions Economics Personal Finance
Episodes
  • Investors Stumble Because of This ONE THING

    Investors Stumble Because of This ONE THING
    Dec 29 2025
    Are you looking to align your financial future with your faith? Ready to master practical strategies that build lasting wealth, without sacrificing peace of mind?
    In this episode of Invested in Faith, hosts Bradford Hancock and Certified Financial Planner Michael Wallin dive deep into the core reasons why most investors stumble and reveal the proven steps you can take to avoid common pitfalls.

    Discover how behavioral finance, emotional decisions, and lack of planning are the top challenges holding back investors from reaching their goals.

    Michael draws from 30+ years of experience and biblical principles to unpack:
    • The power of having a financial plan (and how most people miss this crucial step)
    • Why starting your investment journey early makes the biggest difference
    • What to do if you’re starting late, and how Social Security fits in
    • How market corrections and emotional reactions can sabotage your long-term success
    • Tactical tips to make sure your portfolio stays on track, no matter what the news says

      This episode is packed with real-world examples, relatable stories, and practical advice to help you thrive both spiritually and financially. Whether you’re planning for retirement, worried about market volatility, or seeking faith-based financial guidance, you’ll walk away with clear steps for intentional living and investing.

    Main themes we cover:
    • Quality of life vs. chasing headlines or magazine covers
    • Biblical wisdom on money and abundance (Ecclesiastes 5:10)
    • How to build a plan you can trust—even through uncertain times
    • The importance of working with a fiduciary financial advisor


    Ready to take control of your future? Watch now, comment below with your biggest financial
    questions, hit like, and subscribe for more episodes that blend faith and finance. Don't miss the
    next episode where we reveal strategies to offset emotional ups and downs!

    Links & Resources
    • Visit investinfaith.com for more information and to connect with our team
    • Contact Michael at 855-378-1806 for personalized financial advice

    Join us on your journey to intentional, faith-based investing!


    TIMESTAMPS:
    00:00 "Start Early for Retirement Success"
    06:42 Navigating Contractions in Finance
    08:46 "Building a Goal-Based Plan"
    13:46 "Multidimensional Wealth Planning Strategies"
    14:51 "Planning for Financial Success"
    18:21 "Fiduciary for Financial Success"

    Optivise Advisory Services, LLC (“Optivise”) is an investment advisory firm registered with the Securities and Exchange Commission (“SEC”) under the Investment Advisers Act of 1940. Registration as an investment adviser does not imply a certain level of skill or training. The oral and written communications of an adviser provide you with information about which you determine to hire or retain an adviser. For more information, visit: https://adviserinfo.sec.gov and search for our firm name. This presentation has been provided for informational purposes only and is not intended as legal or investment advice or a recommendation of any particular security or strategy. The investment strategy and themes discussed herein may be unsuitable for investors depending on their specific investment objectives and financial situation. Information obtained from third-party sources is believed to be reliable, though its accuracy is not guaranteed. Opinions expressed in this commentary reflect subjective judgments of the author based on conditions at the time of publication and are subject to change without notice. Past performance is not indicative of future results.
    Show More Show Less
    21 mins
  • The One Big Beautiful Bill Explained | How New Tax Laws Impact Your Retirement & Legacy

    The One Big Beautiful Bill Explained | How New Tax Laws Impact Your Retirement & Legacy
    Dec 1 2025
    Are you maximizing your financial potential in retirement? In this episode of Invested in Faith, Certified Financial Planner Michael Wallin and host Bradford Hancock break down "The One Big Beautiful Bill Act," spotlighting how recent U.S. tax law changes could dramatically affect your retirement income, estate planning, and legacy.

    Join us as we unpack:
    • The permanent changes in tax cuts from the Tax and Jobs Act of 2017, and what they mean for your bottom line.
    • How the significant standard deduction increase—especially for those 65 and older (an extra $6,000 for individuals, $12,000 for couples)—can be used to your advantage.
    • Smart approaches to Roth conversions utilizing your enhanced deduction to stretch your retirement dollars further—don’t leave “coupon money” unused!
    • The power of the permanent step up in basis and why it matters for your heirs and estate.
    • The critical importance of having proper estate documentation in place—including wills and powers of attorney—to protect your loved ones.

    Michael and Bradford apply Biblical principles to real-world financial matters, ensuring your faith and money work together for a purposeful life. They share actionable insight on holistic financial planning, tax coaching versus tax preparation, and why true peace of mind starts with being proactive—never leaving your family’s future to chance.

    Why watch:
    Whether you’re nearing retirement or helping your parents organize their future, this episode is packed with actionable guidance, real examples, and clear explanations you can use today.

    Have questions or a topic you want us to cover? Leave a comment or contact us directly using the details below!

    Links & Resources:
    Learn more, connect, or schedule a consultation: investedinfaith.com
    Call for personalized advice: 1-855-378-1806
    Subscribe for updates and more episodes!

    TIMESTAMPS:
    00:00 "Tax Reform Stability Achieved"
    05:46 Tax-Free Benefit for Seniors' Retirement
    08:27 "Step-Up in Basis Explained"
    12:40 "Importance of Estate Planning"
    16:34 Prioritize "Sleep Insurance" Now
    17:54 Holistic Tax and Investment Planning
    20:46 "Retirement Planning Contact Info"


    Optivise Advisory Services, LLC (“Optivise”) is an investment advisory firm registered with the Securities and Exchange Commission (“SEC”) under the Investment Advisers Act of 1940. Registration as an investment adviser does not imply a certain level of skill or training. The oral and written communications of an adviser provide you with information about which you determine to hire or retain an adviser. For more information, visit: https://adviserinfo.sec.gov and search for our firm name. This presentation has been provided for informational purposes only and is not intended as legal or investment advice or a recommendation of any particular security or strategy. The investment strategy and themes discussed herein may be unsuitable for investors depending on their specific investment objectives and financial situation. Information obtained from third-party sources is believed to be reliable, though its accuracy is not guaranteed. Opinions expressed in this commentary reflect subjective judgments of the author based on conditions at the time of publication and are subject to change without notice. Past performance is not indicative of future results.
    Show More Show Less
    23 mins
  • The Truth About Taxable Income: Stop Making These Common Mistakes

    The Truth About Taxable Income: Stop Making These Common Mistakes
    Nov 17 2025
    Are you ready to take the stress out of taxes and turn confusion into confidence? On this episode of Invested in Faith, co-host Bradford Hancock and Certified Financial Planner Michael Wallin dive deep into the often overwhelming world of taxes—and show you how smart, faith-informed financial planning can create certainty for your future. If you’ve ever wondered how Social Security is taxed, what progressive tax brackets really mean, or why some high net worth individuals seem to pay less in taxes than you’d expect, this is the episode for you!

    Key topics we cover:
    • What makes up your taxable income—including pensions, IRAs, Social Security, and more
    • Understanding the 2025 tax brackets and how standard deductions lower your tax bill
    • The difference between being taxed on income vs. assets
    • How “tax tentacles” can impact your Social Security and Medicare premiums
    • The importance of tax planning and working with a “tax coach” for proactive strategies
    • Qualifications to look for in a tax professional, potential pitfalls, and how to choose the right advisor for your needs


    Throughout this episode, you’ll get clear explanations about often-complicated topics like “means testing,” tax deferral, Roth IRA conversions, and the crucial role of aligning your investment and tax plans. Michael explains how having the right plan—and the right professionals behind you—can mean thousands of dollars in long-term savings and a retirement that’s as rewarding as you’ve dreamed.

    Don’t miss:
    • Actionable tips on when and how to engage a tax coach (hint: don’t wait until tax season!)
    • A breakdown of the new $6,000 additional deduction for those over age 65
    • Insider advice on choosing a CPA, enrolled agent, or multi-disciplinary practice for comprehensive support


    If you found value in today’s episode, please like, subscribe, and share Invested in Faith with friends and family on their financial journey. Have questions or need help finding a tax coach? Call the Invested in Faith team at 855-378-1806 to connect with their holistic team of tax coaches and financial planners.

    Links & Resources
    Invested in Faith: Official YouTube Channel
    Call for a Tax Coach: 855-378-1806
    Subscribe for More Faith-Based Financial Insights!
    Comment below with your questions—we love hearing from you!

    TIMESTAMPS:
    00:00 Understanding 2025 Tax Brackets
    06:24 Understanding Effective Tax Rates
    09:58 Retirement Income and Tax Implications
    13:35 "Tax Coach Essential for Investments"
    16:18 Year-Round Financial Strategy Planning
    19:00 Evaluating Client Capacity
    21:02 Exciting Show Ahead

    Optivise Advisory Services, LLC (“Optivise”) is an investment advisory firm registered with the Securities and Exchange Commission (“SEC”) under the Investment Advisers Act of 1940. Registration as an investment adviser does not imply a certain level of skill or training. The oral and written communications of an adviser provide you with information about which you determine to hire or retain an adviser. For more information, visit: https://adviserinfo.sec.gov and search for our firm name. This presentation has been provided for informational purposes only and is not intended as legal or investment advice or a recommendation of any particular security or strategy. The investment strategy and themes discussed herein may be unsuitable for investors depending on their specific investment objectives and financial situation. Information obtained from third-party sources is believed to be reliable, though its accuracy is not guaranteed. Opinions expressed in this commentary reflect subjective judgments of the author based on conditions at the time of publication and are subject to change without notice. Past performance is not indicative of future results.
    Show More Show Less
    22 mins
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