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
Gesamtlänge aller Episoden: 46 days 17 hours 14 minutes
155-Bringing Financial Planning to Gen Y: Interview with Sophia Bera, Founder of Gen Y Planning
I don't think it's unfair to say that the financial planning industry is known for being a bit stuffy at times. If you ask an average person what they think of when they think of a financial planner, it's more likely to be an old, white guy in a suit...
154-Masterclass on 529 Plans a.k.a. Qualified Tuition Programs - Part 2: Savings Plans
We continue our Masterclass on 529 plans today. If you haven't heard part 1, Go back and listen to episode 138 first. You'll need it for context on today's show. Today we dig into more of the how-to regarding savings plans. I also spend a...
153-The Massive Impact of Conferences on Personal Career and Income: Interview With Michael Kitces
I had the opportunity to sit down with Michael Kitces while I was in Dallas last week for the Technology Tools for Today conference for financial advisors. Michael is, in many ways, a conference king. He speaks at 60 to 70 conferences per year. He...
152-Measuring Your Biggest Asset: The Lifetime Value Of Your Income
You've probably heard that your income is your biggest and most important tool in your wealth-building toolbox. It is. But it's hard to see and feel that when you simply sit down and look at your net worth statement. Today, I want to share...
151-Travel Announcement - Flying to Dallas Tomorrow - RPF Meetup?
Hey amigos, I've decided last minute to fly out to Dallas, TX tomorrow morning to attend the "" conference for financial advisors. There may not be a show for the next couple of days. I will do my best to release some shows while I'm there but no...
150-Building a Career for Yourself By Wearing a Nametag Every Day: Interview With Scott "The Nametag Guy" Ginsberg
Today's show is a fabulous interview about career creation. My guest is Scott Ginsberg. Scott is most well-known for his love of name tags. He's worn a name tag every hour of every day for 5,241 consecutive days! This decision was, in many ways, the...
149-A Brand-New RPF Crowdfunding Campaign! And A Brand-New App For The Show
Today, we launch our brand-new crowdfunding campaign! I've closed the old Irregulars membership program and am replacing it with this new campaign. Tune in to the show to hear: What worked well in the Irregulars version 1.0. What didn't work at...
148-Save Money By Establishing a Non-Profit Corporation For Your Business Instead of a For-Profit Corporation: Inerview with James O'Neil from Training For Safety
Have you ever thought about the money you could save if you didn't have to pay taxes on the profits of your business? Might be nice, eh? Well, have you ever considered establishing a not-for-profit corporation instead of a for-profit...
147-Overcoming Investment Anxiety: Interview With Dr. Alice Boyes, Former Clinical Psychologist and Long-Term Traveler!
My guest for today's show is Dr. Alice Boyes, former clinical psychologist from New Zealand. She is an expert on overcoming anxiety (her new book "" comes out next month). She also happens to be quite tuned in to the financial independence and early...
146-Intro to Business Bookkeeping Systems: Interview with Ryan Marquez CPA, MSAT
Good data is incredibly important to making good financial decisions. If you don't know where you are or where you've been, it's hard to know if you're on track and making measurable progress towards your goals. Today I've invited Ryan Marquez CPA,...