March 25, 2024
Manage episode 408771879 series 3558937
Guest Host Seth Udinski opens this week with some economic updates and then shares some foundational wisdom from our Founder Dan Celia on "Qualified vs. Nonqualified Accounts", "Wisdom With Taxes in Qualified Accounts" & "The Benefits of Investing in Mutual Funds vs. A Whole Life Policy". Seth also takes questions from partners and listeners.
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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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