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Educational Videos

Financial Wisdom for Every Season of Ministry

Serving faithfully takes more than a calling; it takes wise planning for the road ahead. Explore our library of webinars, videos, and resources for pastors, church staff, and ministry leaders, with practical, faith-centered guidance to help you plan with confidence.

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Featured Webinars

Take a closer look at the financial topics that matter to you. Our webinars bring together knowledgeable voices and practical guidance to help you make informed decisions and plan well for the future.

Compensation

Caring Well for Your Pastor: Compensation That Goes Further

Even with a tight budget, there are meaningful ways to care for your pastor and offer a healthy compensation package. Jim O’Bold, Rev. Chuck Myricks, and Rev. David Boots walk through structural changes that can strengthen your pastor’s well-being.
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The Elephant in the Boardroom: Critical Conversations on Pastoral Compensation

Pastoral compensation discussions can be difficult for everyone in the room for the pastor and the board alike. This webinar offers practical insight and guidance on this sensitive but important topic, covering the distinction between the cost of a minister and the cost of a ministry, the SECA tax responsibilities a minister carries, and how an Accountable Reimbursement Plan can help. Rev. Jim O’Bold, Rev. David Boots, Rev. Dr. Charles Myricks, and Rev. Nabil Safi lead this conversation with honesty and care.
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Housing Allowance

Make the Most of Your Housing Allowance: A Powerful Benefit

The housing allowance is one of the most powerful financial gifts available to pastors, helping them save money and stretch their income further. This practical, pastor-focused webinar walks through how you and your church can make the most of it. Rev. Jim O’Bold, Dr. Jerry Fox, CFP®, Nate Bowers, MBA, and Rev. David Boots lead the discussion, with Ellen Daniels facilitating a robust Q&A.
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Maximizing Your Housing Allowance: Let’s Talk!

This Zoom session goes even further, offering valuable tips for maximizing your housing allowance benefits and connecting you with tools that make the planning process simpler. Hosted by Ellen Daniels and led by Dr. Jerry Fox, CFP®, and Rev. David Boots, the session includes a live Q&A where viewers’ questions are answered directly, along with a walkthrough of useful planning resources available through Servant Solutions.
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Introduction to the Minister’s Housing Allowance

The housing allowance can be a credentialed minister’s best friend in ministry and in retirement. This video gives a brief overview of the Housing Allowance and some basics to keep in mind. Once you understand the housing allowance it will serve you throughout your ministry career.
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Financial Roadmap

The Power of the Financial Roadmap: From Questions to Confidence

Wondering if you’re on track or where to even begin? In this webinar, Rev. David Boots, Dr. Jerry Fox, CFP®, Ellen Daniels, and Nate Bowers walk members through the Servant Solutions Financial Roadmap process and introduce MoneyGuidePro®, the planning tool that helps simplify even complex financial decisions. You’ll also hear real testimonials from members who’ve gained clarity, confidence, and peace of mind through the Roadmap. Whether you’re years from retirement or just getting started in ministry, this session will help you take the next right step.
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Prepare Well, Serve Well: Financial Roadmap Insights for Every Season

Financial planning in ministry doesn’t look the same as in other careers. Our team of David, Jerry, Nate, Idalia, Mike and Ellen shows how the Financial Roadmap process aligns your goals with your calling, offering practical tools and guidance rooted in stewardship. The session concludes with time dedicated to answering participant questions.
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Aaron and Hunter Perry’s Story | Christian Retirement Planning

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Financial Freedom and Christian Stewardship

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Market Volatility

Unshaken: Staying Grounded Through Market Storms

Market swings can be unsettling—but they don’t have to shake your long-term confidence. Hosted by Rev. Jim O’Bold, this webinar features Jerry Fox, CFP®, Nate Bowers, MBA, and Ellen Daniels as they explore the nature of market volatility and how to navigate it with peace and perspective. Whether you’re just getting started or nearing retirement, this conversation will help you respond to uncertainty with wisdom and clarity. If you’d like to talk through your personal strategy, reach out to schedule a free Financial Roadmap session.
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Finding Peace in Market Volatility

Volatility measures how fast and how far things move in the market. Market movement is simply part of investing—but that doesn’t make it any easier on our emotions. In this brief, encouraging webinar, Dr. Brock Vaughters offers practical strategies to help you navigate market volatility with a steady heart and a clear head.
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Market Volatility and Recessions 101

What actually causes a recession—and what can you do about it? In this educational webinar, Jim O’Bold, Ellen Daniels, and Dr. Jerry Fox, CFP® share a resource created by Principal® that covers the key factors shaping our economy and the steps you can take to minimize the impact of volatility on your retirement savings. If you have questions you’d like our team to address, we’d love to hear from you.
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A Steadier View of Market Volatility

Feeling nervous about market swings? This video offers perspective that just might change how you respond. You may discover it’s better to stay the course with your current strategy and avoid a poorly timed decision driven by fear.
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Financial Wellness

Trends in Giving

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From First Paycheck to Retirement: A Conversation Across Generations

What financial decisions matter most at different stages of life? Is it paying off debt, getting started with investing, supporting a growing family, or preparing for what comes next? This engaging conversation brings together Servant Solutions team members from multiple generations, each sharing the lessons they’ve learned, the challenges they’ve faced, and the financial wisdom they’ve gained along the way. No matter where you are on your journey, you’ll find something in this discussion that speaks directly to your season of life.
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Four-Step Financial Wellness Checkup

In this focused session, Jim O’Bold, Ellen Daniels, and Dr. Jerry Fox, CFP® walk through four key areas to consider in your overall financial wellness—drawn from a resource created by Principal®. Following the presentation, they answer viewer questions and highlight practical tools available through Servant Solutions. We invite you to watch and reach out with any questions of your own.
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Retirement Planning

Is a Roth Right for You?

The Roth option within the Servant Solutions Retirement Plan can offer real tax advantages for many participants. But is it the right fit for you—or is the traditional pre-tax method a better path? This webinar breaks down the difference in plain language, helping you make a confident, informed decision for your future.
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Uncovering Savings With the American Rescue Plan

John Staub of Remodel Health explains potential savings options made available through the American Rescue Plan of 2021. If you’re looking for ways to stretch ministry resources further, this webinar shares opportunities worth exploring.
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Are You Saving Enough or Just Hoping?

Many of us hope for the best without truly knowing where we stand. There’s a better way. This resource helps you find out whether you’re on track for retirement—and if you’d like a partner to help, we’re here.
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Overcoming Obstacles to Saving

Saving for retirement can be genuinely hard—there’s no pretending otherwise. This video shows just how powerful it can be to save even a small amount regularly over time. Small, faithful steps really do add up.
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The Biggest Retirement Myths

In this video, Nate Bowers, Director of Financial Education at Servant Solutions, breaks down the most common retirement myths holding Christians back from financial security. If you’ve ever told yourself you’ll start saving “later,” Nate explains why starting now, no matter how small, makes all the difference, thanks to the power of compounding interest. Rooted in faith-based financial planning and biblical principles, Servant Solutions offers free financial roadmap services to help members build a God-honoring plan that aligns with their values and goals. Well planned, well done.
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Don’t Wait for Perfect Start Planning Today

In this video, Nate Bowers, Director of Financial Education at Servant Solutions, breaks down the most common retirement myths holding Christians back from financial security. If you’ve ever told yourself you’ll start saving “later,” Nate explains why starting now, no matter how small, makes all the difference, thanks to the power of compounding interest. Rooted in faith-based financial planning and biblical principles, Servant Solutions offers free financial roadmap services to help members build a God-honoring plan that aligns with their values and goals. Well planned, well done.
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Looking for More Financial Education?

Explore our upcoming webinars and events for timely topics, practical guidance, and opportunities to learn from financial experts.

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Smart Money Moves Through the Decades

Every decade of life brings its own challenges and opportunities and its own chance to write a financial story with a positive ending. These short, focused videos walk you through smart money moves for the season you’re in right now.

In Your Twenties

Now is the time to build sound financial habits that will last a lifetime. Start living with a budget, and begin saving something, even if it’s only $50 a month. Small, consistent steps today can make a meaningful difference over time.
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In Your Thirties

Your thirties are a good time for a financial checkup. Take a look at your goals, saving habits, and progress with help from one of our financial coaches. Financial coaching is free for Servant Solutions members.
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In Your Forties

Your forties are a good time to check your progress and make adjustments where needed. Continue managing your budget, reducing debt, and building retirement savings.
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In Your Fifties

For many people, the fifties bring higher earning years and changing family expenses. This can be an important opportunity to increase retirement savings, reduce debt, and take a closer look at whether you’re on track for retirement.
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In Your Sixties

Retirement is getting closer, which makes this an important time to turn your plans into more specific decisions.
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In Retirement

Retirement doesn’t mean financial planning is finished. Your needs, expenses, priorities, and circumstances will continue to change.
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Biblical Financial Guidance From Blue Trust

Our partners at Blue Trust have created an excellent series of podcast videos offering financial guidance within a biblical context. These resources are designed to empower you with wisdom that honors both your faith and your future—part of our shared commitment to strengthening the financial security of servants within the Church community.

Access the Blue Trust Educational Videos and take another step toward lasting financial well-being.

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