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September 3, 2024
Manage episode 437918576 series 3558937
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In today's show, hosts Shana Burt and Seth Udinski discussed financial planning for later years of life, emphasizing the importance of continued equity investing to combat inflation. They advised against hoarding money and encouraged using resources for personal care while also considering charitable remainder trusts and life insurance for legacy planning. They also addressed a caller's questions about consolidating various retirement accounts and managing inherited IRAs. 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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