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.
http://radicalpersonalfinance.com
episode 999: Friday Q&A: Financial Privacy, UTMA Accounts, Business Curriculum, Company Stock, Family-Owned Business, etc.
On today's Q&A podcast we discuss:
- 1:43 If we try to keep financial privacy about our affairs, won't we miss out on some very valuable financial conversations?
- 20:02 I have UTMA accounts for my children. Is that a problem?
- 25:39 Should we incorporate a business curriculum into our homeschool curriculum?
- 41:41 How do we handle excessive children's growth opportunitites like gymnastics?
- 46:50 How do I figure out how much company stock to keep vs. sell?
- 53:58 How do I choose a high-quality charity to leave as the benificiary of my trust?
- 1:05:05 How do I do a business valuation for a family-owned bar?
- 1:16:42 How do I affect the behavior of my distracted homeschooler?
- 1:40:31 How do I choose what services to outsource?
- 1:46:50 Biographies Joshua is reading and discussion on the future of family wealth planning.