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September 9, 2024
Manage episode 438972379 series 3558937
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In today's show, hosts Shana Burt and Seth Udinski discuss various financial topics including the definition of "new money" in investing, strategies for taking profits and rebalancing portfolios, and concerns about potential future tax policies. They address listener questions about REITs, dividend sustainability, and asset allocation. 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 Timothy Plan. Learn how you can invest in a God-honoring way through biblically responsible ETFs, mutual funds, and retirement plans. Visit Timothyplan.com for more.
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