What Christians Need to Know About Finances
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EXCLUSIVE OFFER FOR CHURCHES AND FAITH-BASED ORGANIZATIONS: CLICK HERE TO APPLY
Leo Marte, CFP®, MBA
Founder, Abundant Advisors
FROM AN EXPERT SEEN ON:
Are you a Christian looking to build your financial house on a rock?
Trying to do it yourself will leave you...
❌ Missing essential safeguards every family needs
❌ Taking advice from salespeople and fear-inducing media
❌ Making "small" mistakes with life-long ramifications
❌ Applying generic principles instead of biblical values
❌ Unaware of key opportunities to save and invest
I'm Leo Marte, and I currently serve clients across the US through my investment advisory firm, Abundant Advisors. I am a CERTIFIED FINANCIAL PLANNER™ specializing in helping Christians manage their money for God's glory.
I created this class for do-it-yourself investors who want to build their financial plan while honoring God and leaving a great legacy for their families.
You likely have completed an introductory course like Financial Peace University or Crown Ministries and don't know where to go next to build a plan.
or...
You may be entirely new to the topic of money management, and we have answers for you as well.
Google and YouTube are very powerful tools, but in the end, you can't find something you don't even know to look for.
This course contains twelve units – ten are core, and two are a bonus! Together they dive into the key pillars of financial planning.
📖 Intro to Money in the Bible
💰 Budgeting
💳 Managing Credit & Debt
🤲🏻 Charitable Giving
⚠️ Managing Risk through Insurance
📈 Investing Fundamentals
👴🏻 Retiring Well
✝ Legacy Planning
📚 Funding Education
👶🏻 Dependent Care
Bonus: 🏦 Understanding Taxes
Bonus: 🏠 Purchasing a Home
I have intentionally broken down complex topics into shorter videos to help you digest this information.
As you gain all the knowledge you need to have a solid financial plan, I will equip you to connect your money and values by exploring biblical wisdom and financial planning expertise around money management.
Now, let me be clear. This course is not for everyone.
This course is for those who:
✅ Are motivated self-learners
✅ Prefer the do-it-yourself way
✅ Want to be a good steward
✅ Have low-complexity financial planning needs
✅ Can’t afford to hire an advisor
That last part is very important. I created this course for people who couldn’t pay for my services because I want to help as many people as possible.
You get:
👉🏼 A self-paced course to start and complete whenever you want
👉🏼 5 hours of video you can binge or watch slow
👉🏼 A total of 150 mini-lessons filled with practical applications
👉🏼 DIY templates to make your life easier so you don't have to re-invent the wheel
👉🏼 Direct links to the tools I use throughout the course so you can test drive them yourself
I have personally never seen all of this information collected into a single product, and I'm excited to be your guide through this journey.
Take a look at the outline of what's inside. I hope you find it interesting.
Let's get started!
Best,
Leo Marte, CFP®, MBA
abundantadvisors.com
COURSE PREVIEW
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- 2.0 Bible Study: Contentment, Budgeting, & Saving
- 2.1 What is Budgeting? (1:17)
- 2.2 Optimizing your Income (5:53)
- 2.2a Activity: How to Benchmark your Salary (5:31)
- 2.3 How to Create a Budget (5:45)
- 2.3a Activity: Budgeting using Spreadsheets (6:02)
- 2.4 Saving for a Rainy Day (2:49)
- 2.5 Understanding Sinking Funds (3:05)
- 2.5a Activity: Tracking Your Sinking Funds in a Spreadsheet (1:37)
- 2.6 Where to Put Away Savings (4:09)
- 2.7 Wrapping up Cash Flow Management (0:30)
- 2.8 Homework
- 3.0 Bible Study: Wisdom & Debt
- 3.1 Managing Credit & Debt (1:36)
- 3.2 What is Credit? (2:06)
- 3.3 How to Leverage Credit Reports (2:39)
- 3.3a Activity: Check your Free Annual Credit Report (2:00)
- 3.4 Advantages and Disadvantages of Credit Building (2:44)
- 3.5 Understanding the Different Types of Debt (4:18)
- 3.6 Debt Payoff Methods (3:13)
- 3.6a Activity: Run the Numbers – Snowball vs Avalanche (1:51)
- 3.7 How to Manage Credit Cards (2:17)
- 3.7a Activity: Finding Credit Card Reviews (1:50)
- 3.8 Using Debt to Purchase a Car (4:50)
- 3.9 Finishing up Credit (0:38)
- 3.10 Homework
- 4.0 Bible Study: Giving with a Joyful Heart
- 4.1 Charitable Giving (0:51)
- 4.2 Giving Time and Talent (1:20)
- 4.3 How to Give your Treasure (2:22)
- 4.4 Using Donor Advised Funds (2:00)
- 4.4a Activity: Giving through a DAF vs Direct Giving to a Charity (1:59)
- 4.5 Leveraging Trusts and Foundations (1:16)
- 4.6 Building a Family Legacy (1:05)
- 4.7 Leaving an Impression on the Next Generation (0:29)
- 4.8 Homework
- 5.0 Bible Study: Why Do We Need Insurance If We Serve a Good Father?
- 5.1 Insurance as a Risk Management Tool (0:45)
- 5.2 Understanding Life Insurance (4:14)
- 5.2a Activity: How to Calculate Life Insurance Need (2:34)
- 5.2b Activity: Running a Life Insurance Quote (1:43)
- 5.3 Do you need Disability Insurance? (5:46)
- 5.3a Activity: Running a Disability Insurance Quote (2:07)
- 5.4 The Importance of Homeowners and Renters Insurance (1:03)
- 5.5 How Auto Insurance Works (3:13)
- 5.5a Activity: Sample Auto Insurance Claim (3:22)
- 5.6 What is Umbrella Coverage? (0:47)
- 5.7 Understanding How Health Insurance Works (2:46)
- 5.7a Activity: How to Shop for Insurance in the Marketplace (3:29)
- 5.7b Activity: The Cost of a Health Event (5:21)
- 5.8 Alternative: Health Share Ministries (1:11)
- 5.9 Tips for Employer Benefits Selection (1:19)
- 5.10 Finishing up Insurance (0:20)
- 5.11 Homework
- 6.0 Bible Study: The Parable of the Bags of Gold
- 6.1 Overview of Investing (0:38)
- 6.2 Understanding Stocks (1:42)
- 6.3 The Basics of Bonds (1:31)
- 6.4 What are Mutual Funds? (2:33)
- 6.5 Examples of Alternative Investments (3:09)
- 6.6 Biblically Responsible Investing (BRI) (1:18)
- 6.6a Activity: Screening Investments with Inspire Insight (4:22)
- 6.7 How to Invest in Employer Accounts (1:44)
- 6.8 Options for Self-Employed Individuals (1:33)
- 6.9 What are Individual Retirement Accounts (IRAs)? (2:05)
- 6.10 Investing in Taxable Investment Accounts (0:46)
- 6.11 Bonds for High Tax Brackets (0:50)
- 6.12 Knowing your Risk Tolerance (3:00)
- 6.12a Activity: Complete an Investor Questionnaire (4:57)
- 6.13 Crafting an Investment Plan (3:26)
- 6.14 Typical Mistakes Investors Make (4:12)
- 6.15 Wrapping up Investments (0:27)
- 6.16 Homework
- 7.0 Bible Study: Preparing for the Future Without Putting Our Hope in Retirement
- 7.1 Introducing Retirement Planning (0:40)
- 7.2 What is Retirement? (1:06)
- 7.3 Establishing Retirement Goals (1:08)
- 7.4 Retirement Readiness Rules of Thumb (2:41)
- 7.5 Retirement Income Sources (1:00)
- 7.6 What if I'm Out of Time? (1:49)
- 7.7 Surprise Costs: Health Care (3:01)
- 7.8 Surprise Costs: Traveling Expenses (1:21)
- 7.9 Surprise Costs: Helping Family (1:50)
- 7.10 Market Volatility (1:56)
- 7.10a Activity: Using a Nest Egg Calculator (2:26)
- 7.11 Should I Max My 401(k)? (1:38)
- 7.12 Investing in Real Estate (1:09)
- 7.13 Investing in Brokerage Accounts (2:15)
- 7.14 Investing in Yourself (1:07)
- 7.15 Saving for College (0:40)
- 7.16 Investing vs. Giving (1:27)
- 7.17 Wrapping up Retirement Planning (0:33)
- 7.18 Homework
- 8.0 Bible Study: Planning Your Eternal Estate
- 8.1 Introducing Estate Planning (0:38)
- 8.2 What is Probate? (1:08)
- 8.3 Do I need a Will? (1:24)
- 8.4 Setting Beneficiaries (1:04)
- 8.5 Using Life Insurance (1:12)
- 8.6 Creating an Advanced Medical Directive (0:53)
- 8.7 What is a Power of Attorney (POA)? (1:46)
- 8.8 Do I need a Trust? (2:28)
- 8.9 A Word on Gifts and Estate Taxes (2:38)
- 8.10Transmitting Values as a Legacy (0:48)
- 8.11 Trust & Will: Estate Planning Guide
- 8.12 Homework
- 9.0 Bible Study: Finding Our Identity in Christ
- 9.1 Paying for College (0:23)
- 9.2 The Challenge of College Affordability (0:51)
- 9.3 Why is College Important? (3:19)
- 9.4 Community College as an Option (1:03)
- 9.5 What if Junior Lived at Home? (1:10)
- 9.6 Choosing an Affordable School (0:54)
- 9.7 Applying for Scholarships (1:06)
- 9.8 The 75/25 Option (0:41)
- 9.9 Do They Need Skin in the Game? (0:55)
- 9.10 The Importance of Education (2:47)
- 9.11 The Anxiety of Student Loans (1:14)
- 9.12 Other Avenues (1:58)
- 9.13 Saving in 529 Plans (1:44)
- 9.13a Activity: Calculating Education Savings (6:59)
- 9.14 Developing a Framework Around Education (0:57)
- 9.15 Homework
- 10.0 Bible Study: Parenting Like God Parents Us
- 10.1 Caring for Dependents (0:29)
- 10.2 The Costs of Having Children (2:13)
- 10.3 Finding Help in the Tax Code (2:12)
- 10.4 Health and Dental Insurance Considerations (1:46)
- 10.5 Accounts for Individuals with Disabilities (2:23)
- 10.6 Teaching Children Good Habits (1:55)
- 10.7 A Plan to Protect (0:31)
- 10.8 Homework
- 11.0 Bible Study: Our Eternal Home (Revelation 21-22)
- 11.1 Homeownership Starter (1:50)
- 11.3 Am I Throwing Money Away by Renting? (1:44)
- 11.4 Comparing Rent vs Buy (1:09)
- 11.4a Activity: Running the Numbers on Rent vs Buy (3:47)
- 11.5 Follow The Money Trail (1:05)
- 11.6 Pros and Cons of Owning a Home (3:19)
- 11.7 How to Get a Mortgage (3:01)
- 11.8 Down Payment and Initial Costs (2:00)
- 11.9 Should I get a 15- or a 30-Year Mortgage (1:27)
- 11.9a Activity: Comparing 15- vs 30-Year Mortgages (4:13)
- 11.10 The Choice is Yours (0:28)
- 11.11 Homework
- 12.0 Discussion on Overall Video Content
- 12.1 Overview of Taxes (0:37)
- 12.2 How Taxes Work (1:56)
- 12.3 Understanding Federal Income Taxes (3:56)
- 12.3a Activity: Estimating Income Taxes I (1:41)
- 12.4 What are Federal Payroll Taxes or FICA? (0:45)
- 12.5 Special Tax on Self-Employed Individuals (1:16)
- 12.6 Taxes on Investments and Capital Gains (1:02)
- 12.6a Activity: Estimating Income Taxes II (0:46)
- 12.7 Don't Forget State Taxes (1:18)
- 12.7a Activity: Estimating Income Taxes III (0:35)
- 12.8 Some Have to Pay Local Taxes (1:00)
- 12.8a Activity: Estimating Income Taxes IV (0:59)
- 12.9 How to Properly Withhold Taxes (1:04)
- 12.9a Activity: Estimating Income Taxes V (0:53)
- 12.10 Filing Tax Returns (4:01)
- 12.11 Tax Round-up (0:57)
- 12.12 Homework
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Updates: All views, expressions, and opinions included in this course are subject to change, at any time and for any reason.
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About Abundant Advisors:
Abundant Advisors, LLC, is an Investment Advisor registered with the State(s) of North Carolina and Pennsylvania. Any use of the name Abundant Advisors (or depictions of its brand) in this course is not intended as an offer or solicitation to buy, hold, or sell any financial instrument or investment advisory services. Any information provided has been obtained from reliable sources, but we do not guarantee the accuracy or the completeness of any description of securities, markets, or developments mentioned. From time to time, we may have a position in the securities mentioned and may execute transactions that may not be consistent with this communication's conclusions. Our current disclosure brochure, Form ADV Part 2, is available for your review upon request and on our website. This disclosure brochure, or a summary of material changes made, is also provided to our clients annually.
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