January 15, 2026
The discussion explores how understanding risk tolerance, time horizon, and personal goals can bring clarity and peace to financial decision making. Different investor profiles are presented to help listeners consider how purpose and season of life shape portfolio direction and expectations. These themes are discussed by Mark Minnella, alongside Seth Udinski and Sam Case, with an emphasis on thoughtful stewardship and alignment.
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…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.