HeyJaredPurpose Driven Finances
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…
- Indexed episodes, last 90 days
- 12
- Latest publication
- Sep 4, 2026
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- Earliest in this view
- Jul 8, 2026
Latest episodes
Worldview, values, mission, vision, legacy with Mike Cook (opens the original)
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Key Takeaways Worldview Governs Decisions: Core beliefs form the internal operating system that directs personal values, spending habits, and long-term financial stewardship. The Planning Hierarchy: Effective life planning moves systematically from worldview to values (what is important), mission (the "why"), and vision (the destination). Aligning Budgets with Priorities: Financial choices—from daily dining out to home building—directly reflect whether capital is serving a defined life vision or
Defining what a purpose-driven Financial life means (opens the original)
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Key Takeaways Money as a Tool, Not a Scoreboard: Accumulating wealth without an underlying life purpose turns capital into meaningless tokens; money exists to serve family, faith, stewardship, and long-term vision. Modern Bucket Strategy: Moving beyond cash envelopes, dividing capital into distinct custodianship accounts—short-term (liquidity/preservation), medium-term (3–5 year goals), and long-term (growth)—protects immediate cash needs from market volatility. Economic Reality vs. Market Headl
Your Retirement Plan: BWXT (opens the original)
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Air Date: March 21, 2026 KEY TAKEAWAYS System Over Product: The BWX Technologies Thrift Plan is a multi-layered architecture—not just a 401(k). True outcomes depend on the coordination of matches, service contributions, and pension interactions. The Vesting "Wedge": BWXT matches 50% of your first 6%, but the three-year vesting schedule means timing and tenure are critical variables in your realized return. Concentrated Employer Risk: Since your income, career, and benefits are all tied to BWXT,
The Lake House Myth: Rich Roth on Choosing Calling Over Accumulation (opens the original)
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Key Takeaways Aggressive Rate Cuts Signal Underlying Weakness: A rare 50-basis-point interest rate cut indicates economic softening, not unbridled economic strength. Dollar Dilution and Inflationary Pressures: Rate cuts put immediate downward pressure on the US dollar, reducing purchasing power and setting the stage for future waves of inflation. Hard Assets and Negative Correlation: Historically, equities, gold, and select real assets move inversely to the dollar, making inflation-hedging instr
Is Your Portfolio Ready for the Next Market Turn? (opens the original)
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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 supports your current lifestyle. Investments commonly described as “safe” can still lose substantial value when interest rates, markets, or financial conditions change. Buy-and-hold investing may work over long periods, but major drawdowns can be especially damaging near or during ret
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