Business ownership is rewarding but often complicated. Many entrepreneurs who excel at managing complex operations, employees, and growth strategies often struggle to separate their business and personal finances. The very skills that make them successful at business—seeing opportunities where others see challenges, taking calculated risks, viewing all assets as potential resources—can create blind spots in their personal financial management.

Blue Trust advisor Stephanie Adams sat down with a managing director and senior partner from Blue Trust, Greg Gilbert, to discuss the financial complexity that comes with business ownership. During their conversation, the two discussed how business owners can simultaneously achieve peace of mind, family harmony, and the ability to make wise stewardship decisions with the resources God has entrusted to them.


Key Takeaways:
1. Without clear, documented objectives, it’s impossible to make strategic decisions about how resources should flow between business and personal finances.
2. Creating intentional boundaries between business money and family money can help owners ensure each dollar has a defined purpose aligned with their overall financial strategy.
3. Knowing how much is enough helps determine whether you’re building a lifestyle business or planning an exit, which directly impacts future decisions.

To learn more, visit http://www.BlueTrust.com

LinkedIn: https://www.linkedin.com/company/bluetrustwealth

Facebook: https://www.facebook.com/bluetrustfinancial

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The information in these podcasts is provided for general educational purposes only. It is not intended as specific individual advice. The clients’ experience may not be representative of the experience of other clients, and they are also not indicative of future performance or success. Opinions expressed may not be those of Blue Trust.

Trust and investment management accounts and services offered by Blue Trust, Inc. are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, nor guaranteed by any bank or bank affiliate, and are subject to investment risk, including possible loss of the principal amount invested.

For nearly 15 years, Blue Trust has had the privilege of walking alongside Lora and Mark Batterson in their financial stewardship journey. The couple founded and leads National Community Church in Washington, D.C., and Mark is a speaker and New York Times bestselling author. Together, they have built their lives around four core family values: gratitude, humility, generosity, and courage.

In this episode of “Wisdom for Wealth. For Life,” Blue Trust senior partner and senior private wealth advisor David Campaigne talked with the Battersons to explore how these values shape their approach to money, giving, and legacy. Their conversation offers valuable insights for anyone seeking to align their financial decisions with their faith.

To learn more, visit http://www.BlueTrust.com

LinkedIn: https://www.linkedin.com/company/bluetrustwealth

Facebook: https://www.facebook.com/bluetrustfinancial

Instagram: https://www.instagram.com/_bluetrust

Twitter: https://twitter.com/_BlueTrust

The information in these podcasts is provided for general educational purposes only. It is not intended as specific individual advice. The clients’ experience may not be representative of the experience of other clients, and they are also not indicative of future performance or success. Opinions expressed may not be those of Blue Trust.

Trust and investment management accounts and services offered by Blue Trust, Inc. are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, nor guaranteed by any bank or bank affiliate, and are subject to investment risk, including possible loss of the principal amount invested.

In a culture that often views singleness as a temporary condition to endure rather than embrace, many Christian singles struggle with their identity and purpose. Blue Trust private wealth advisor Mary Helen Klingen recently sat down with author and pastor Sam Allberry to discuss his book, Seven Myths about Singleness, and explore how Scripture offers a radically different perspective on single life.

To learn more, visit http://www.BlueTrust.com

LinkedIn: https://www.linkedin.com/company/bluetrustwealth

Facebook: https://www.facebook.com/bluetrustfinancial

Instagram: https://www.instagram.com/_bluetrust

Twitter: https://twitter.com/_BlueTrust

The information in these podcasts is provided for general educational purposes only. It is not intended as specific individual advice. The clients’ experience may not be representative of the experience of other clients, and they are also not indicative of future performance or success. Opinions expressed may not be those of Blue Trust.

Trust and investment management accounts and services offered by Blue Trust, Inc. are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, nor guaranteed by any bank or bank affiliate, and are subject to investment risk, including possible loss of the principal amount invested.

In this episode, Blue Trust private wealth advisors Stephanie Adams, CFP®, CPA, and Mary Helen Klingen, CFP®, CPA, CKA®, plus senior financial planner Jonathan Lowery, MBA, CFP®, CKA®, discuss the unique financial considerations singles face. Their conversation reveals both the challenges and opportunities that come with managing finances as a single person.

To learn more, visit http://www.BlueTrust.com

LinkedIn: https://www.linkedin.com/company/bluetrustwealth

Facebook: https://www.facebook.com/bluetrustfinancial

Instagram: https://www.instagram.com/_bluetrust

Twitter: https://twitter.com/_BlueTrust

The information in these podcasts is provided for general educational purposes only. It is not intended as specific individual advice. The clients’ experience may not be representative of the experience of other clients, and they are also not indicative of future performance or success. Opinions expressed may not be those of Blue Trust.

Trust and investment management accounts and services offered by Blue Trust, Inc. are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, nor guaranteed by any bank or bank affiliate, and are subject to investment risk, including possible loss of the principal amount invested.

In this episode, senior partner and managing director of Blue Trust's Nashville office, Gary Bell, has a meaningful conversation Blue Trust clients, Bekah and Mike Mulvaney. The trio discuss Bekah and Mike's strategies for determining where to give. If you've ever experienced analysis paralysis when it comes to determining where to give, this episode offers real-life wisdom from a couple who has been there.

To learn more, visit http://www.BlueTrust.com

LinkedIn: https://www.linkedin.com/company/bluetrustwealth

Facebook: https://www.facebook.com/bluetrustfinancial

Instagram: https://www.instagram.com/_bluetrust

Twitter: https://twitter.com/_BlueTrust

The information in these podcasts is provided for general educational purposes only. It is not intended as specific individual advice. The clients’ experience may not be representative of the experience of other clients, and they are also not indicative of future performance or success. Opinions expressed may not be those of Blue Trust.

Trust and investment management accounts and services offered by Blue Trust, Inc. are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, nor guaranteed by any bank or bank affiliate, and are subject to investment risk, including possible loss of the principal amount invested.

In this episode, Blue Trust financial advisor Bethany Frymire has an insightful conversation with Melissa Harrison, President and Executive Director of 4word, and Catherine Gates, VP of Programs and Partnerships. The trio discuss 4word’s work, the importance of women in the workplace, and how women can advocate for themselves and support each other.

To learn more, visit http://www.BlueTrust.com

LinkedIn: https://www.linkedin.com/company/bluetrustwealth

Facebook: https://www.facebook.com/bluetrustfinancial

Instagram: https://www.instagram.com/_bluetrust

Twitter: https://twitter.com/_BlueTrust

The information in these podcasts is provided for general educational purposes only. It is not intended as specific individual advice. The clients’ experience may not be representative of the experience of other clients, and they are also not indicative of future performance or success. Opinions expressed may not be those of Blue Trust.

Trust and investment management accounts and services offered by Blue Trust, Inc. are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, nor guaranteed by any bank or bank affiliate, and are subject to investment risk, including possible loss of the principal amount invested.

In this episode we have managing director of Blue Trust's Charlotte office, Roger Gum, and Blue Trust Chief Investment Officer, Brian McClard. They discuss faithful investing and how investors can utilize access portfolios to align with their value and take advantage of the opportunity to impact change in the companies where they hold shares.

To learn more, visit http://www.BlueTrust.com

LinkedIn: https://www.linkedin.com/company/bluetrustwealth

Facebook: https://www.facebook.com/bluetrustfinancial

Instagram: https://www.instagram.com/_bluetrust

Twitter: https://twitter.com/_BlueTrust

The information in these podcasts is provided for general educational purposes only. It is not intended as specific individual advice. The clients’ experience may not be representative of the experience of other clients, and they are also not indicative of future performance or success. Opinions expressed may not be those of Blue Trust.

Trust and investment management accounts and services offered by Blue Trust, Inc. are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, nor guaranteed by any bank or bank affiliate, and are subject to investment risk, including possible loss of the principal amount invested.

In this episode, Kerry Mallory, senior private wealth advisor of Blue Trust, talks with Becca Spradlin about Mission Drift.

Business owners, church leaders, and organizational leaders can all remember creating the mission statement, but how do you prevent mission drift in your culture?

Becca Spradlin is the author of Lead on Mission. In the book, Becca explains how even the strongest faith-driven businesses and enterprises can suffer unintentional neglect and drift away from their original higher purposes and values.

To learn more, visit http://www.BlueTrust.com

LinkedIn: https://www.linkedin.com/company/bluetrustwealth

Facebook: https://www.facebook.com/bluetrustfinancial

Instagram: https://www.instagram.com/_bluetrust

Twitter: https://twitter.com/_BlueTrust

The information in these podcasts is provided for general educational purposes only. It is not intended as specific individual advice. The clients’ experience may not be representative of the experience of other clients, and they are also not indicative of future performance or success. Opinions expressed may not be those of Blue Trust.

Trust and investment management accounts and services offered by Blue Trust, Inc. are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, nor guaranteed by any bank or bank affiliate, and are subject to investment risk, including possible loss of the principal amount invested.