September 2, 2024
Manage episode 437673374 series 3558937
In today's show, hosts Shanna Burt and Seth Udinski discuss biblically responsible investing and portfolio management. They address questions from listeners about building portfolios, choosing asset allocation models, and managing different types of investment accounts. Shanna provides advice on transitioning from accumulation to distribution phases, tax considerations for various account types, and strategies for optimizing investments across different accounts. Become a Financial Issues Partner today! For $132 a year, you get full access to our stock picks, asset allocation models, and so much more. Join right here!
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Today's show is sponsored by Pre-Born. Learn how you can save the lives of babies, and spread the gospel of Jesus Christ, by visiting Preborn.com/shana for more.
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