Purpose Driven Finances
By Purpose Driven Finances
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Episodes: 57
Description
Welcome to Purpose Driven Finances — the podcast that helps you use your money as a tool to fulfill the plan and purpose for your life.
Hosted by Allan Malina, founder of Servus Capital Management, each episode brings you practical strategies, insightful conversations, and timely commentary on personal finance and investing. We guide you toward clarity and confidence, whether you’re planning for retirement, navigating life transitions, or simply looking to make wiser financial decisions.
We cover a wide range of topics—from budgeting, debt management, and investment strategies to retirement planning and legacy planning—plus commentary on current economic trends to keep you informed.
Because money isn’t the goal—living with purpose is.
Learn more at www.servuscm.com
Thanks for listening, and welcome to Purpose Driven Finances.
| Episode | Date |
|---|---|
|
The Estate Planning Standoff: Why She Worries and Why He Waits
|
May 20, 2026 |
|
Your Retirement Plan: How to maximize your HSA!
|
May 14, 2026 |
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Your Retirement Plan: Traditional & Roth IRA Coordination
|
May 13, 2026 |
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Your Retirement Plan: Small Business Structures—SEP, SIMPLE, and the Solo 401(k)
|
May 07, 2026 |
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Your Retirement Plan: Rollover and Roth Conversion Guidance
|
May 06, 2026 |
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Your Retirement Plan: Scott’s Insurance & ESOP Planning — Opportunity and Risk
|
Apr 28, 2026 |
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Your Retirement Plan: Framatome
|
Apr 15, 2026 |
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Your Retirement Plan: BWXT
|
Mar 27, 2026 |
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Your Retirement Plan: Centra Health
|
Mar 23, 2026 |
|
INSIDE YOUR RETIREMENT: LIBERTY UNIVERSITY & THOMAS ROAD BAPTIST CHURCH
|
Mar 13, 2026 |
|
Inside Your Retirement: Lynchburg City Schools & City of Lynchburg
|
Mar 06, 2026 |
|
Inside Your Company Retirement Plan: Getting Advice & the ROTH Option
|
Mar 05, 2026 |
|
Your Company Retirement Plan, Picking Investments
|
Feb 25, 2026 |
|
How to Maximize Your Company Retirement Plan
|
Feb 25, 2026 |
|
NEW FED CHAIR NOMINATION: THE PERSON, THE POLICY, AND WHAT MARKETS ACTUALLY HEAR
|
Feb 08, 2026 |
|
FROM MARKETS TO MEMORIES: PLANNING VACATIONS THE SMART WAY
|
Feb 08, 2026 |
|
Planning the Moments That Shape Your Life
|
Jan 22, 2026 |
|
WHY BIG MOMENTS DESERVE BETTER PLANNING
|
Jan 12, 2026 |
|
What Actually Mattered in 2025 — And What Didn’t
|
Jan 08, 2026 |
|
PREPARING FOR 2026 — WITHOUT PREDICTIONS
|
Jan 08, 2026 |
|
PURPOSE-DRIVEN GIVING — BLUE RIDGE PREGNANCY OF LYNCHBURG VA
|
Dec 23, 2025 |
|
PURPOSE-DRIVEN GIVING — FIVE18 OF LYNCHBURG, VA
|
Dec 15, 2025 |
|
Markets, Purpose & Year-End Decisions
|
Dec 12, 2025 |
|
Proactive Tax Planning: For Families
|
Dec 03, 2025 |
|
Proactive Tax Planning: Small Business
|
Nov 26, 2025 |
|
Risks to Your Retirement: Protecting Your Future from Fraud, Divorce and Death
|
Nov 18, 2025 |
|
Risk Management in Retirement
|
Nov 18, 2025 |
|
Real-World Family Risk Management
|
Nov 18, 2025 |
|
Stagflation, New Legislation and the Truth About Risk
|
Nov 18, 2025 |
|
Inflation, the Fed and Retirement Clarity for Purpose-Driven Families
|
Nov 18, 2025 |
|
Fear, Family and Financial Clarity for 30-Somethings
|
Nov 18, 2025 |
|
Fear, Discipline and The Bell Curve of Risk: How Purpose-Driven Investors Move Forward With Confidence
|
Nov 18, 2025 |
|
Your Future Needs a Process — Not Predictions: How Purpose-Driven Investors Prepare for What’s Next
|
Nov 18, 2025 |
|
Changing Quads and What “Readiness” Really Means for Your Retirement!
|
Nov 18, 2025 |
|
Changing Quads, Retirement Questions and Finding You Need For Retirement
|
Nov 18, 2025 |
|
Green Shoots, Real Questions and How to Navigate What’s Next
|
Nov 18, 2025 |
|
Looking Over the Horizon: How to Face Market Fear and Pre-Plan What Matters Most
|
Nov 18, 2025 |
|
Looking Over the Horizon: Managing Fear, Building Strategy and Getting Estate Planning Right
|
Nov 18, 2025 |
|
Quad 1 Investing Strategy and Virginia Energy Policy: Financial Planning for 2026
|
Nov 17, 2025 |
|
Virginia Election 2025: Financial Impact on Taxes, Wages and Investments
|
Nov 12, 2025 |
|
What’s My Number? — Estate Planning Edition
|
Nov 05, 2025 |
|
What’s My Number? — Education Planning Edition
|
Oct 28, 2025 |
|
What’s My Number? Health, Disability and LTC Insurance
|
Oct 20, 2025 |
|
What's My Number? Homeowners and Auto Insurance Edition
|
Oct 13, 2025 |
|
What's My Number? Life Insurance Edition
|
Oct 13, 2025 |
|
What's My Number? Savings and Cash Edition
|
Oct 13, 2025 |
|
What's My Number? Investment Planning Edition
|
Oct 13, 2025 |
|
What's My Number? Retirement Edition
|
Oct 13, 2025 |
|
What's My Number? Practical Steps to Discover.
|
Oct 13, 2025 |
|
What's My Number? Why Do I Need One?
|
Oct 13, 2025 |
|
Questions You Should Be Asking Yourself Regarding Finances.
|
Sep 18, 2025 |
|
What does Financial Planning Really Mean For Me?
|
Sep 18, 2025 |
|
A guide to how your investment account should be monitored.
|
Sep 18, 2025 |
|
What Does Fee-Only Mean?
|
Sep 18, 2025 |
|
What is a Fiduciary?
|
Sep 18, 2025 |
|
Preparing for Liberation Day
|
Mar 31, 2025 |
|
Importance of a Purpose Driven Life
|
Mar 25, 2025 |