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Ron Blue draws from 40 years of experience to answer questions from financial professionals on topics including biblical client counsel, building a business, and more. Originally, these individual questions were a part of an hour-long "Coaching Call," which provided an opportunity for Kingdom Advisors members to interact with Ron about the application of Kingdom Advisors core teaching to their life, practice, and advice.
Ron is widely considered to be the father of Christian Financial Planning. He is the founder or co-founder of Ronald Blue Trust, National Christian Foundation, Kingdom Advisors, and The Ron Blue Institute of Financial Planning. He is also the author of more than 20 books and has served on the boards of numerous organizations. Ron and his wife, Judy, have been married for 53 years, have five children and 13 grandchildren, and live in Atlanta.
|What inheritance should we be leaving to our children?|
|I’ve heard you talk about passing wisdom before wealth in the wealth transfer process. What counsel would you give to clients who are missing this and preparing to give huge sums of money to children that are not prepared?|
|What are your thoughts on passing money or transferring wealth on to children?|
|I’m struggling with whether or not to tell a client that they may harm their kids spiritually if they leave their significant assets to them at death. Is this my role?|
|Why do you think so many wealthy families believe they owe their children an inheritance and how do you counsel them otherwise?|
|How should I counsel families on intergenerational issues?|
|What role if any, should an advisor have in a family meeting to discuss wealth transfer using the 6 Ts?|
|To what extent are trusts, any and all kinds, biblically supported?|
|What do you think about establishing a trust for the surviving spouse to protect against someone coming along in the future and tricking them out of the money?|
|How do you counsel clients on transferring wealth effectively, where to give and how to give wisely?|
|Should you leave all of your wealth to your children and grandchildren?|