This episode provided financial planning advice from Jerry Whitley of Guardian Financial Group to pastors and ministers. 

Key topics discussed included using housing allowance to reduce taxes, understanding tax rules for ministers, ensuring adequate retirement savings, and optimizing Social Security benefits. 

Jerry emphasized the importance of financial planning for ministers and their families and offered his group’s assistance to help answer any questions on these often misunderstood but vital topics.

 

What we discuss:

  • Financial management for pastors and churches. 
  • Housing allowance for ministers and charity. 
  • Housing allowance for pastors and ministers.
  • Tax laws for ministers and church staff. 
  • Tax planning for ministers and retirement planning. 
  • Tax issues for ministers and missionaries. 
  • Retirement planning for missionaries and pastors. 
  • Social Security optimization for ministers. 
  • Social Security optimization and maximization. 
  • Financial planning for pastors and their families.

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