939 episodes

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

    • Business
    • 4.2 • 1.8K Ratings

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: 60-day Rollovers, Digital Nomading, Childcare, Cash-Out Refi,

    Friday Q&A: 60-day Rollovers, Digital Nomading, Childcare, Cash-Out Refi,

    On today's Q&A we cover: 1:38 Can I borrow my retirement money by doing a 60-day rollover? 16:15 How do I become a digital nomad in Europe? (*I mistakenly said "Greece" in this answer when I meant "Cyprus." 40:01 How can we provide awesome childcare at home when we both have full-time jobs? 58:23 Should I do a cash-out refi or take a home equity loan? 1:03:49 How should I do a career change into financial services? 1:17:15 Should I join a startup, especially given that I have to put in my own money? To join me on next week's Q&A go here: https://patreon.com/radicalpersonalfinance 
    Enjoy!
    Joshua

    • 1 hr 33 min
    Sale on Private Consultations with Joshua (Limited Time Only)

    Sale on Private Consultations with Joshua (Limited Time Only)

    I'm offering a limited time sale on private consultations before I go on summer break. Valid for the first 50 customers only. Book now at www.ConsultWithJoshua.com 

    • 9 min
    A Bad Day for Grendel

    A Bad Day for Grendel

    Ten Ways to Destroy the Imagination of Your Child by Anthony Esolen https://www.amazon.com/Ways-Destroy-Imagination-Your-Child/dp/1610170792 

    • 13 min
    Joshua's Advice: How to Begin Your Home Education Journey

    Joshua's Advice: How to Begin Your Home Education Journey

    www.amblesideonline.org The Well-Trained Mind: A Guide to Classical Education at Home by Susan Wise Bauer https://www.amazon.com/Well-Trained-Mind-Classical-Education-Fourth/dp/0393253627 

    • 1 hr 47 min
    An Inspirational Education Story

    An Inspirational Education Story

    • 33 min
    Friday Q&A: Target Date Fund Debacle, Making Summer Productive, Medicaid Trust, etc.

    Friday Q&A: Target Date Fund Debacle, Making Summer Productive, Medicaid Trust, etc.

    On today's live Q&A we cover: 1:05 Should I avoid Target Date Retirement Funds due to the recent Vanguard debacle? 18:37 How can I make my children's summer vacation more productive? 53:38 Should I buy the house I'm living in? 1:00:35 Should I do a 1031 on my commercial property or simply sell it and pay the tax? 1:07:58 Should I have my mom set up a Medicaid Trust? 1:19:54 Can I move my business to Wyoming to save on California taxes? 1:32:03 Help me pick which government school to enroll my children in? 1:49:00 How will I know when I'm legitimately Coast FI? 2:03:15 How can I negotiate a better deal with my boss? Join me on next week's Q&A at https://patreon.com/radicalpersonalfinance  Joshua

    • 2 hr 17 min

Customer Reviews

4.2 out of 5
1.8K Ratings

1.8K Ratings

Bparker125 ,

A wealth of knowledge!

Joshua, I love your show, especially your Q and A’s. You’re ability to speak intelligently on such a variety of topics is impressive and full of great advice. I do wish some of the content was a bit more direct and pointed towards the stated objective of financial freedom in 10 years or less.

michael-j-e44 ,

Extremely thoughtful and insightful

I’ve been listening to RPF for a few years now. I really enjoy the topics Joshua talks about and the Friday Q&A’s. I’ve learned how to live a rich life now while also planning to build wealth in the future.

diggermcg ,

More than financial planning

Expert financial planning show and so much more. The driving factor throughout the shows is how to plan a rich life. His expertise in financial products is olympic level, but more importantly his understanding that maximizing value and stability has more to do with spiritual growth and faith and less to do with the mechanics of your planning. He is a true desciple with the God given ability to help others quietly without making a big deal about it all the while being humble and highly respectful to all his callers. On one of his shows he took the time to read aloud Hans Christian Anderson’s “A Christmas Carol”. My daughters and I listened to the whole show in one sittting.

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