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September 23, 2024

In today’s show, hosts Shana Burt and Seth Udinski discuss donor-advised funds as a tool for planned giving and biblically responsible investing. They explore the benefits of using these funds for estate planning, year-end giving campaigns, and creating a family foundation-like structure. The hosts also address listener questions about bond funds, technology stocks, and 401(k) rollovers, providing advice on investment strategies and retirement account management.

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.

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Changing your plan may require you to select new sectors for certain stocks