Investing for Real-World Change with Stella Tai

Show Notes

Today many investors want their assets to do more than provide for their financial futures—they want them to reflect their faith values as well. God calls us to be faithful stewards and that means looking beyond the bottom line and stewarding the non-financial impact of our investments, too. Rob speaks with Stella Tai of Praxis Mutual Funds.

• Praxis has a long history in working to understand the real-world impact of investing, and delivering values-aligned impact to your clients. Why has this work been so important?
• What does “real world impact” look like and how does Praxis Mutual Funds reflect Kingdom values?
• An important part of your work at Praxis is producing the fund family’s annual impact report - the second annual edition has just been released, hasn't it?
• Praxis has recently adopted a new motto: “Investing together, Impacting the World.” What does that mean to you personally? What difference do you hope it makes?
• Praxis Mutual Funds: https://www.praxismutualfunds....

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

• Can you itemize a Qualified Charitable Distribution from your IRA on your taxes?
• How should your will allocate your assets, consisting of your home, land, and savings, among three grown children?
• Where should you give your tithe if you are between churches?
• How can you improve your credit score?
• Should you refinance your mortgage that is currently at 5% if making the change is going to increase your monthly payment by more than $400?
• Is there a way to reduce your payments on $123,000 you owe on your home, worth $500,000, if your husband is ill and you are financially struggling?
• How can you buy back an inherited house with a reverse mortgage on it?
• How much of your surplus income should you be putting toward credit card debt and how much to investments?
• What's the best way to ensure your assets will be distributed to your children and grandchildren after you die?

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