Everyday Investments Make a Difference for Kingdom Values With Mark Regier

Show Notes

• We’ll explore a number of investing opportunities that have real impact for the Kingdom in just a minute but first, this whole idea reminds me of Romans 12:2, “Do not conform to the pattern of this world but be transformed by the renewing of your mind.” Wouldn’t you agree?
• You’ve been working in the field of faith-based investing for a long time. Why do you think it’s taken so long for people to recognize there are many ways to make an impact for Kingdom values?
• What are the "categories of impact" we'll be exploring?
• In the last couple of years, we've seen a larger awareness of faith based investing haven't we?
• Let’s talk about Impact Bonds. What are they and how do they differ from the traditional bonds most of us have in some form in our portfolios and how can they make a difference for Kingdom values?
• You also mentioned shareholder advocacy or engagement. What does that mean and how have you seen this process bring real Kingdom change to our world.
• Can you give us an example of how one of these engagements has worked and the real-world difference it made?
• I know community development investing has a long history at Praxis Mutual funds.
• How does community development investing work and how is it different from other targeted, impact-oriented investments?
• And all this offers competitive return, right?

On-Air Mention:

• Some of you must be sharing your love of the MoneyWise app because we’ve had an increase in the last few weeks of people signing up to manage their finances. Over 37,000 members are using its digital envelope system, participating in our community forums, and engaging in virtual workshops. In addition to managing all of your accounts in one place, the MoneyWise app can also keep you disciplined to spend more wisely. Choose from 1 of 3 options depending on your management style, and it's available on desktop or mobile. Go to moneywise.org and click “App” to get started.

Next, Rob answers these questions at 800-525-7000 or via email at Questions@MoneyWiseLive.org:

• If you're going to school full-time but would also like to minimize debt, should you consider pulling money from your 401(k)?
• If you have a 401(k), a TSP, a IRA money market, you've ceased 401(k) contributions and the TSP is getting the most contribution right now, considering the recent down turn, is there any merit to consolidating these retirement accounts?
• If your husband turns 65 few months, he's considering leaving his job, you still owe a good bit on your mortgage, both of you have car notes and he's thinking he needs life insurance, what should you get considering rates for people your age?
• If your husband is 70 and you're 64, you have about $300,000 in stocks and you're concerned about the stock market, should you pull this out?
• How can you contribute anonymously and still have a record of your giving for tax purposes?
• If you're 62 soon and reaching retirement soon, you've been talking to two financial advisors that are both advising of switching your retirement account into a variable annuity with 30% protection with the same growth as your current IRA, should you consider this?

Jerry Bowyer - Market Commentary and Analysis

• The jobs report is out this week. What did you make of it and what does it mean for the markets?
• On the global front with China's lockdowns, what is the potential for fallout in the US?

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