Financial Issues

In today's show, hosts Shana Burt and Sam Case explore various financial topics in memory of founder Dan Celia. They discuss how politics and company fundamentals can influence investment decisions, emphasizing a long-term ownership approach to stocks. The hosts highlight the importance of disciplined rebalancing for mutual funds, typically once or twice a year, and explore portfolio allocation strategies, including considerations for REITs and real estate companies.

In the second half, Seth Udinski and Sam Case shift the discussion toward financial planning for loved ones in case of unexpected death. They highlight a listener's question about managing investments responsibly and introduce options for biblically-aligned financial management. The conversation expands to the March-long trend of sports betting, presenting research on its potential impact on long-term financial stability.

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.

In today's show, Shana Burt and Sam Case explore the possibility of a 2025 recession and its potential causes. They discuss the impact of government spending, NGOs, and immigration policies on the economy. The hosts highlight their investment strategy, suggesting a gradual approach to portfolio changes and rebalancing. They also introduce a stewardship verse from Psalm 119:14, emphasizing the importance of finding joy in God's Word over material riches. 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 Samaritan Ministries. Discover a Biblical solution to health care that empowers believers to care for each other's medical needs through prayer, encouragement, and financial support. Learn more at SamaritanMinistries.org.

In today's show, Shana Burt and Sam Case explore tax season topics, including document gathering and potential scams. They highlight the importance of being cautious about phishing schemes, fake tax preparers, and fraudulent phone calls claiming to be from the IRS. The hosts discuss the rise of crypto-related scams and introduce the idea of using Christian values when approaching tax preparation. Shana and Sam also touch on the concept of responsible giving and briefly address a listener question about CD ladders and Treasury bills. 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 Pre-Born. Learn how you can save the lives of babies, and spread the gospel of Jesus Christ, by visiting Preborn.com/shana for more.

In today's show, Shana Burt and Sam Case explore the relationship between consumer confidence, the economy, and financial markets. They highlight that while consumer sentiment sometimes correlates with economic trends, it's not always a reliable predictor. The hosts introduce a biblical perspective on wealth, discussing King Solomon's riches and the importance of prioritizing one's relationship with God over material possessions. They also address listener questions about portfolio diversification and specific stock holdings, suggesting strategies based on individual financial goals and risk tolerance. 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 Crossroads Kids Club. Discover how you can support children, families, and churches with a no-cost club structure, curriculum, training, and coaching for local church partners. Your generosity helps make this ministry possible. Visit Christian Outreach | Public Schools | Crossroads Kids Club for more information and to see how you can make a difference today.

In today's show, Shana Burt and Sam Case discuss market volatility, Tesla's stock performance, and the impact of Elon Musk's recent actions. They explore the concept of using financial resources for spiritual purposes, highlighting a successful fundraising campaign for Crossroads Kids Club. The hosts present a listener question about preferred stocks and introduce potential options for portfolio diversification. Shana and Sam also mention the upcoming release of new asset allocation models for their investment strategies. 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.

In today's show, hosts Shana Burt and financial advisor Jason MacDowell explore yield's role in portfolio construction and overall returns. They discuss a listener question about preferred stocks and their tax implications in different account types. The hosts highlight considerations for placing preferred stocks in traditional IRAs versus taxable brokerage accounts. They also touch on how investment income can affect Medicare premiums through IRMAA brackets. The conversation introduces strategies for optimizing tax efficiency and managing cash in retirement accounts. Later, Seth Udinski and Sam Case highlight the importance of emergency savings, emphasizing the need to handle financial emergencies without liquidating portfolio investments. 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 Samaritan Ministries. Discover a Biblical solution to health care that empowers believers to care for each other's medical needs through prayer, encouragement, and financial support. Learn more at SamaritanMinistries.org.c

In today's show, hosts Shana Burt and Sam Case explore recent Federal Reserve decisions and their potential impact on inflation and the economy. They discuss falling egg and gas prices, as well as possible tax cuts under the Trump administration. The hosts highlight the importance of biblical stewardship in financial matters, referencing Matthew 19:17. Burt and Case introduce the concept of Biblically Responsible Investing and mention how listeners can learn more about integrating faith into their financial decisions. 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 Pre-Born. Learn how you can save the lives of babies, and spread the gospel of Jesus Christ, by visiting Preborn.com/shana for more.

In today's show, hosts Shana Burt and Sam Case explore biblically responsible investing and its application to personal finance. They highlight the importance of aligning investment choices with Christian values and introduce the concept of in-service rollovers from employer-sponsored plans. The hosts discuss options for gifting investments to grandchildren, such as custodial accounts or Roth IRAs. Additionally, they mention an upcoming website update and remind listeners about the partner conference call and Bible study sessions. 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 Crossroads Kids Club. Discover how you can support children, families, and churches with a no-cost club structure, curriculum, training, and coaching for local church partners. Your generosity helps make this ministry possible. Visit Christian Outreach | Public Schools | Crossroads Kids Club for more information and to see how you can make a difference today.

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.

In today's show, hosts Shanna Burt and Sam Case introduce the upcoming launch of Financial Issues' new website on March 26th, highlighting improved features and user-friendliness. They explore the importance of Biblically responsible investing and discuss strategies for managing tax-deferred accounts. The hosts present a stewardship verse from 1 John 5:3, emphasizing the connection between loving God and obeying His commandments in financial matters. Shanna and Sam mention the ongoing campaign for Crossroads Kids Club and encourage listeners to consider supporting it. 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 Samaritan Ministries. Discover a Biblical solution to health care that empowers believers to care for each other's medical needs through prayer, encouragement, and financial support. Learn more at SamaritanMinistries.org.