Choosing a Bank That Serves Your Needs and Faith with Aaron Caid

Faith That Shows Up in Action

Collectively, these organizations have more than 125 years of supporting Christian ministries, missionaries, church-planting efforts, and disaster relief. Together, they’ve given millions of dollars toward Christ-centered work around the world.

Their impact goes beyond large-scale initiatives. Recent efforts include:

• Supporting financial discipleship resources for married couples, addressing one of the leading contributors to marital stress and divorce.
• Partnering with members to contribute over $10,000 to Operation Christmas Child, serving children in need, and sharing the love of Christ.
• Investing earnings back into members through better rates and lower fees—while also tithing corporately to support gospel work.

This is what it looks like when banking becomes a shared mission rather than a purely transactional relationship.

Red Flags That May Signal It’s Time to Reconsider Your Bank

Regardless of where you bank today, there are warning signs that may indicate your institution isn’t serving you—or your values—well:

• Unclear or high fees that quietly erode your savings
• Outdated technology that complicates everyday money management
• Poor access to real people when problems arise
• Business practices or investments that conflict with your Christian convictions
• Feeling like a number, rather than a valued customer

These issues don’t just affect convenience—they affect stewardship.

What the AdelFi Transition Means for Members

The goal is simple: better serve individuals, families, churches, ministries, and Christian-owned businesses—while amplifying Kingdom impact.

On Today’s Program, Rob Answers Listener Questions:

• I’ve heard that Social Security limits how much you can have in savings—$2,000 for singles and $3,000 for couples—or you could lose benefits. Is that true?
• I’m 66 and will soon qualify for full Social Security, but I plan to keep working. I have about $45,000 in savings and am hesitant to invest it in the stock market given current market conditions. What should I do with that money?
• I want to honor God through generosity, but I give so much that my account sometimes goes negative. I still want to help people in need, but I know I need more wisdom and self-control. How can I balance generosity with saving, and are there any resources you’d recommend?
• I’ve set up my will and want to leave one-time gifts to several organizations. The funds are in my 401(k), and I plan to retire in 2027. Is it better to give while I’m alive or wait until after I die—especially from a tax standpoint and for my son?

Resources Mentioned:

• Faithful Steward: FaithFi’s Quarterly Magazine (Become a FaithFi Partner)
• Christian Community Credit Union (CCCU) | AdelFi
• National Christian Foundation (NCF)
• Sound Mind Investing (SMI)
• Our Ultimate Treasure: A 21-Day Journey to Faithful Stewardship
• Wisdom Over Wealth: 12 Lessons from Ecclesiastes on Money
• Look At The Sparrows: A 21-Day Devotional on Financial Fear and Anxiety
• Rich Toward God: A Study on the Parable of the Rich Fool
• Find a Certified Kingdom Advisor (CKA)
• FaithFi App