December 20, 2024
Manage episode 456660995 series 3558937
In today's show, Shana Burt and Seth Udinski address listener questions about portfolio management and model transitions. They cover topics like rolling over 401(k)s to IRAs, adjusting investments when changing age-based models, and evaluating holdings in specific sectors like utilities and technology. The hosts provide insights on diversification, sector allocations, and upcoming changes to their website and asset allocation models. They also briefly touch on the use of AI language models in financial contexts. 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 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.
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