Guardian Wealth Management (w/ Jamison Davis) – Episode 201

Guardian Wealth Management (w/ Jamison Davis) – Episode 201

Jamison Davis realized that several mistakes marked the current trajectory of his financial planning. So, he sought advice from the “professionals” to create a more secure financial future. His journey revealed that most pastors have done a poor job of financial planning, often based on wrong information.

Today, Jamison serves full-time with Guardian Wealth Management, dedicating his time and experience to ministry leaders needing solid guidance. No matter where you are today, you can still prepare for the future by using many of the benefits afforded to you.


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Links to Resources Mentioned or Related

Key Takeaways

1) One of the biggest mistakes most ministers make is opting out of Social Security. Jamison calls it “the million-dollar mistake!”

2) Did you know your entire salary can be submitted as housing allowance according to the law?

3) It’s not too late to start preparing for retirement, even if you’re already at retirement age. The minister’s housing allowance can still benefit you as you enter the 4th quarter of life.

4) According to Jamison, it’s more beneficial for the minister to have a mortgage as long as possible versus paying off their house.


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