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Monday 8:30am - 5:30pm Tuesday 8:30am - 5:30pm Wednesday 8:30am - 5:30pm Thursday 8:30am - 5:30pm Friday 8:30am - 2pm

Fellowship Financial Group

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Maitland, FL
Fellowship Financial Group

We teach you how to enjoy reliable portfolio growth and security through conservative investment.

09/01/2026

Do you have a lot of cash in one bank?

In this week's Money Talk with Michael Eastham, Michael explains why it is important to know how much may be protected and how much may be over the limit. He covers the FDIC limit of up to $250,000 in each ownership category, per bank; why individual, spouse, and joint ownership may be treated differently; and how to balance safety, access, and simplicity.

Which of those three matters most to you?

Watch the episode now.

08/25/2026

Retirement plans often need small lifestyle adjustments when costs change.

In this week’s Money Talk with Michael Eastham, he answers a viewer question about how retirees can adjust travel plans when prices rise. He walks through reworking priorities, looking at growth versus income in the plan, and thinking about timing, frequency, and travel style before cutting it completely.

Watch below.

08/11/2026

One spouse wants more growth. The other wants more safety. That is a common retirement planning conversation—but the plan should not feel like one spouse won and the other gave in.

In this week’s Money Talk with Michael Eastham, Michael explains how couples can begin with shared goals, understand how much market risk each person is comfortable accepting, and separate money needed for retirement income from money intended for longer-term growth.

The goal is to build a strategy both people understand and can stay committed to.

Watch the episode.

07/28/2026

An inheritance can feel urgent—even when the best first move may be to pause.

In this week’s Money Talk with Michael Eastham, Michael explains what to consider before making a major decision with inherited cash.

He discusses keeping the money somewhere appropriate while you review your debts, reserves, near-term needs, and how the inheritance fits into your broader retirement plan.

Watch the episode below.

07/21/2026

How much should your retirement plan depend on Social Security?

When you hear questions about the program’s future, it is understandable to wonder whether you should plan on receiving less—or whether the rest of your plan has enough flexibility.

In this week’s Money Talk with Michael Eastham, Michael discusses:

The role Social Security may play in covering essential monthly expenses
How cost-of-living adjustments fit into the picture
The savings, spending, and timing decisions you can control now

The goal is not to predict every future change. It is to understand how Social Security fits into the broader retirement-income plan and whether that plan can adjust over time.

Watch the episode below, then leave your question in the comments for a future Money Talk.

This content is for educational purposes only and should not be considered personalized financial, tax, or legal advice.

07/15/2026

Last Friday, the Fellowship Financial Group and Fellowship Accounting & Tax teams traded the office for the bowling lanes—and brought a little friendly competition with us. 🎳

Time together away from the day-to-day gives us a chance to laugh, connect, and strengthen the teamwork our clients count on. We’re grateful for this crew and already looking forward to the rematch!

Swipe to the end to meet the newest member of the team: our signed “Merch Fail” polo, now officially the mascot for staff events. 😂

Which team are you on: strikes, spares, or just there for the snacks?

07/14/2026

Would you sleep better entering retirement with no mortgage—or with more cash available?

Paying off the mortgage can remove a monthly payment, but it may also leave less cash available for home repairs, healthcare costs, and other surprises.

In this week’s Money Talk with Michael Eastham, Michael walks through the questions to consider before making that decision:
• How much comfort would you gain from eliminating the payment?
• How much accessible cash would remain?
• How stable will your retirement income be?
• Where would the payoff money come from?

The right answer is not only about the mortgage. It is about how the decision fits the rest of the retirement plan.

Watch below, then leave your question in the comments for a future episode.

07/04/2026

Happy Independence Day from Fellowship Financial Group and Fellowship Accounting & Tax!

Wishing you and your family a safe, joyful, and meaningful Fourth of July holiday.

06/30/2026

Before you renew a CD, ask this first: what role is this money supposed to play in your retirement plan?

A strong rate can be helpful, but retirement planning is about more than chasing the highest yield. Liquidity, income needs, taxes, timing, and risk all matter.

This week’s Money Talk Quick Guide walks through 5 questions to consider before comparing CDs and annuities.

Watch the full Money Talk with Michael Eastham episode here: https://youtu.be/aF2Ec_-aLbQ?si=CfjEjCPs2IB_5jSC

Investment Advisory services offered through Fellowship Investment Advisors, LLC, an SEC Registered Investment Adviser. This content is for educational purposes only and should not be considered individualized financial advice.

06/26/2026

The 4% rule assumes the market cooperates.

But retirement doesn’t always happen in perfect market conditions.

Many income plans still depend on:
→ Selling assets
→ Timing withdrawals
→ Waiting for markets to recover

That can leave too much riding on things outside your control.

At Fellowship Financial Group, we help retirees and pre-retirees think through income strategies designed for real life—not perfect markets.

Ready to take a closer look at your retirement income plan? Let’s talk.

Educational purposes only. Not individualized financial, tax, or legal advice.

Address

630 N Wymore Road, Suite 304
Maitland, FL
32751

Opening Hours

Monday	8:30am - 5:30pm
Tuesday	8:30am - 5:30pm
Wednesday	8:30am - 5:30pm
Thursday	8:30am - 5:30pm
Friday	8:30am - 2pm

Website

http://www.fellowshipfinancial.com/

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