Radical Personal Finance

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

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episode 755: Friday Q&A: Inherited Real Estate Taxes, Placeholder Annuities, Teaching Children about Money, Etc.


It's Friday! Today we tackle:

  • 1:30 Tax issues on inherited real estate + a healthy retirement

  • 19:40 Should I buy a placeholder annuity so I get today’s mortality rates?

  • 33:27 What opinions on teaching children about money has Joshua changed over the years?

  • 47:00 Should I build a business in financial coaching?

  • 1:16:45 I want to get into financial planning; what should I do?

  • 1:39:42 I got denied for a credit card offer; what do I do next?

I've recently begun offering financial consulting again. You can book an appointment here: https://radicalpersonalfinance.com/consult

If you'd like to join me on next week's Q&A call, join me at https://patreon.com/RadicalPersonalFinance 


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 October 23, 2020  1h56m