Joshua J Sheats, MSFS, CFP, CLU, ChFC, CASL, CAP, RHU, REBC is a financial planner who teaches people how to live a rich life now while building a plan for financial freedom in 10 years or less. He mixes creative approaches to lifestyle design, deep-dive financial planning techniques, and hard-core business strategy to equip you with the knowledge and inspiration you need to build financial independence.
Friday Q&A: Retirement Accounts for Americans Abroad, Whole Life Insurance, Rental Property Furnishings, Giving Appreciated Assets to Charity, etc.
It's Friday! Live Q&A today:
2:00 Questions on retirement account contribution for US Americans living abroad.
19:48 Should I dump my whole life insurance policy?
35:21 What are the rules on the disposition of stuff for my rental property?
45:21 Should I make big year-end contributions to my retirement accounts?
51:00 I just got laid off. What do I need to do now?
1:08:00 Should I enhance my charitable giving by giving appreciated assets?
1:14:44 How do I figure out the tax rules on my cryptocurrency?
1:21:15 Should I keep my home base in the USA or dump it and move?
Enjoy! To join next weeks Q&A show, go here: https://patreon.com/RadicalPersonalFinance
My 2021 Commitment: To Live Richly, Not Frugally
In 2021, I resolve to spend more money and not to engage in extreme savings.
Book a consult with me: https://radicalpersonalfinance.com/consult
How to End a Year and Plan a Better One, Part 3: Plan
How to End a Year and Plan a Better One, Part 2: Dream
Friday Q&A: Scaling Biz, 401(k) Rollovers, $600k Inheritance, Leaving a Corporate Job Faster, Moving Money Offshore
Friday Q&A today:
2:10 - Free resource for end-of-the-year planning: www.yearcompass.com
3:00 - How aggressive should I be in scaling up my real estate company?
22:15 - Should I rollover my 401(k) and 403(b) to an IRA
35:30 - Should I put my child into kindergarten at an early age?
43:44 - Should I deduct my early stage business expenses now or later?
47:14 - What should I do with a $600,000 inheritance
1:06:00 - Should I participate in my 457(b) plan?
1:06:41 - I want to leave my $225k corporate job to be a full-time trader. How can I do it faster?
1:20:45 - Should we keep our old house as a rental?
1:34:38 - Should I participate in my company’s mega-backdoor-Roth?
1:45:20 - Should I move my $1M brokerage account offshore?
To join me on next week's Q&A show, support the show on Patreon: https://patreon.com/RadicalPersonalFinance
How to End a Year and Plan a Better One, Part 1: Reflect
Help this guy!
I wish someone coul help this guy with the podcast. I understand there are highly interesting and important things he has to offer but the essence is lost in the massive talktalktalk. Unfortunately almost unbearable to listen to.