October 14, 2024 episode artwork

EPISODE · Jan 9, 2025 · 54 MIN

October 14, 2024

from Financial Issues · host FISM TV

In today's show, hosts Shana Burt and Seth Udinski addressed various financial questions from listeners. They discussed retirement planning strategies, advising a 63-year-old listener to consider a growth and income portfolio rather than a pure income portfolio due to inflation concerns. The hosts also provided guidance on handling a company buyout, managing probate assets, and clarified rules about Required Minimum Distributions (RMDs) and Qualified Charitable Distributions (QCDs). 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! If you believe in and want to support the work of FISM, donate securely today. 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.

Episode metadata supplied by the publisher feed · Published Jan 9, 2025

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October 14, 2024

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This episode was published on January 9, 2025.

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