827 avsnitt

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.

Radical Personal Finance Joshua Sheats

    • Investering
    • 3.6 • 5 betyg

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.

    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 
     

    • 1 tim. 37 min
    My 2021 Commitment: To Live Richly, Not Frugally

    My 2021 Commitment: To Live Richly, Not Frugally

    In 2021, I resolve to spend more money and not to engage in extreme savings.
    Here's why!
    Joshua
    Book a consult with me: https://radicalpersonalfinance.com/consult

    • 48 min
    How to End a Year and Plan a Better One, Part 3: Plan

    How to End a Year and Plan a Better One, Part 3: Plan

    • 42 min
    How to End a Year and Plan a Better One, Part 2: Dream

    How to End a Year and Plan a Better One, Part 2: Dream

    • 1 tim. 5 min
    Friday Q&A: Scaling Biz, 401(k) Rollovers, $600k Inheritance, Leaving a Corporate Job Faster, Moving Money Offshore

    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

    • 2 tim. 21 min
    How to End a Year and Plan a Better One, Part 1: Reflect

    How to End a Year and Plan a Better One, Part 1: Reflect

    • 50 min

Kundrecensioner

3.6 av 5
5 betyg

5 betyg

Mini-55 ,

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.

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