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SMI Handbook

Purchase the SMI Handbook

6th Edition


For many people, investing is the most complicated and intimidating topic within personal finance. The Sound Mind Investing Handbook was written with that in mind. It’s a "next step" guide that will help you put godly principles of finance to work in your investments. Whether you're a beginner or an experienced investor, you'll benefit from stepping across the "bridge" between "theory" and "action."

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Downloads

SMI Portfolio Tracking

Spreadsheets


If you'd like some help monitoring your portfolio throughout the year, here's a spreadsheet that Austin developed for his own portfolios.

Download Excel Version
Download Lotus Version (Zip File)

Budget Quick Start Guide

It's easier than you think.


Five simple pages to get you going with the single most powerful, practical tool for wise money management.

Download Guide - PDF

Cash Flow Plan

Plan the use of your income.


All of a typical household's cash flow categories on one page.

Download PDF Version
Download Excel Version
 

Cash Flow Tracker

See where your money really goes.


In order to truly manage cash flow, you need to see where it's going. This form will help.

Download PDF Version
Download Excel Version

Recommended Cash Flow Guidelines

Benchmark your plan against these.


How much can a family like yours spend on food, clothing, vacations, and all the rest? Here are some guidelines.

Download Guide - PDF

Recommended Housing Guidelines

Keep your housing costs under control.


How much house can you truly afford? Here are our recommendations.

Download Guidelines - PDF
 

Gift Budget

Planning Your Giving


It's more enjoyable to give gifts when doing so doesn't trash your finances. This simple form will help you set a gift budget for the year.

Download Budget - PDF

Net Worth

Calculate Your Net Worth


The traditional way, and some additional ways.

Instructions

Financial

Experiential

Emotional

Bonus Reports

7 Key Principles for Christian Investing

A Kingdom Perspective


This report focuses on laying a biblical foundation for successful investing, including seven key principles related to investing "for the glory of God." Also discussed are four God-given "boundaries" for protecting wealth and helping it grow.

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Rebalancing Your Portfolio

How to Transform Your Portfolio


This four-page report shows you how to make the changes needed to transform your current portfolio into the portfolio you want to own. This quick download, with easy-to-use worksheets, will facilitate your end-of-year rebalancing — or help you get a bird's eye view of your portfolio regardless of the time of year.

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IRAs, 401(k)s, & Social Security

A Retirement Planning Primer


Worried that you won't have enough money for retirement? Then it's time to take action. This free report will help you get a clear picture of where you stand - and help you take steps to build your retirement nest egg.

You'll discover:

  • What you can reasonably expect from Social Security
  • How to make the most of employer-sponsored plans such as a 401(k)
  • Why an IRA is often an excellent addition to a retirement savings strategy
Download Report
 

Gold as an Investment

Will Precious Metals Continue to Shine?


This report will provide you with an understanding of our current fiscal crisis and how gold can help stabilize your portfolio in a rising inflationary environment. You'll learn about different gold investing strategies and practical examples of how to take ownership of gold.

Highlights include:

  • History of fiscal policy and the "gold standard"
  • Key points of the current fiscal and debt crisis
  • Gold investing strategies
  • Options for purchasing gold
Download Report

Inflation History Report

The Rise and Fall of the U.S. Dollar


This report will provide you with an understanding of what money is, how it works, and how too much money has led to inflation in the past. And you'll see why many people are concerned that conditions are ripe for a future inflationary spiral.

Highlights include:

  • The six qualities of sound money
  • Why economies moved from gold to paper money
  • The rise of the modern banking and monetary system
  • Root causes of inflation
  • Why many economists think strong inflation may be ahead
Download Report

Multimedia

Money Wise 

Compass Radio Program with Howard Dayton & Steve Moore




 

The World and Everything In It

Radio Program with Joseph Slife




 

Connecting Faith

Radio Program with Neil Stavem