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 wiser steward of your investments
A Financial Issues Partnership provides rich online tools and resources to give you financial wisdom, strategies, and tools to effectively self-manage your investment portfolio using Biblically-responsible principles.