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May 13, 2019

Smart Stepfamily Guide to Financial Planning

Bringing together two families means bringing together two financial households. Blended families have become a larger part of American life and with it has come increased financial challenges. On the next MoneyWise Live, hosts Rob West and Steve Moore welcome authors Ron Deal and Greg Pettys who share insight to streamline blended finances at any age. Blended families and finances on Monday’s MoneyWise Live at 4pm Eastern/3pm Central on Moody Radio. 

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IN THIS EPISODE

Ron Deal
Ron Deal

Ron Deal

Ron Deal is director of FamilyLife Blended, a division of FamilyLife. He is a family therapist and conference speaker specializing in marriage enrichment and stepfamily education. His top selling books and online articles make him one of the most widely read and referenced authors on stepfamilies in the world. He is a member of the Stepfamily Expert Council for the National Stepfamily Resource Center and is a licensed marriage and family therapist and licensed professional counselor. He and his wife, Nan, have been married since 1986 and have three boys.

Greg Pettys
Greg Pettys

Greg Pettys

Greg Pettys is a Certified Financial Planner™ with over 34 years of experience in the financial services industry.  As a CFP®, he has worked with thousands of high net worth individuals, successful business owners, and their legal and tax planning teams to implement estate planning techniques, complex wealth transfer concepts, business transition strategies, executive benefits, and creative uses of charitable trusts. He attended Georgetown College and also has the professional designations of  ChFC, (Chartered Financial Consultant) and CLU, (Chartered Life Underwriter).

Through a collaborative team planning approach with attorneys and CPA's, Greg helps blended families to both reach their personal financial goals and expand their impact with multi-generational wealth transfers.

Greg is an ordained pastor with a focus on helping those less fortunate, especially those in prisons and in the nation of India. He resides in Springfield, Illinois with Johnita, his wife of 30 years, and is the proud father of six children and a grandson. 

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Rob West

Rob West is the host of the nationally syndicated radio programs MoneyWise Live and The MoneyWise Minute. Rob also serves as the President and spokesperson of Kingdom Advisors, an international community of financial professionals who are specialists in delivering biblically wise financial advice. Rob has dedicated his professional career to work at the intersection of faith and finance having led a successful faith-based financial services firm and speaking frequently on the topic. Rob and his wife, Julie, live in Marietta, GA with their four children.

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Steve Moore

Steve Moore enjoyed a brief career in the music industry before trading in his drum sticks for a microphone. He worked in commercial and public radio, then joined Larry Burkett at Christian Financial Concepts, helping to grow the radio network to more than 1,200 stations. He started MoneyWise with Howard Dayton in 2011. Steve and his wife, Marcia, live in Gainesville, GA and have two grown children.

MoneyWise Live

Fresh, relevant, and fun, MoneyWise Live is a daily radio program to help listeners manage their finances in a way that pleases God. Join Rob West and Steve Moore for listener interaction, expert guests, and sound advice.