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 6 hours 52 minutes
140-Friday Q&A: Planning Steps When A Spouse Is Planning to Stay Home, Borrowing On A Paid-For House For Real Estate Investment, Pension Plans in an Asset Allocation Plan, and How To Plan Your Life Together After Divorce
On Fridays, I answer your questions! And, even though this is going out on Monday, I still answer your questions! :) Today, I handle these four questions: What practical steps can a couple take when planning for one spouse to stay at home? Is it...
139-My Advice for People Interested In Getting Into Financial Planning
At this point, I'm honored to get about an email a week from someone asking about how to get into the financial planning business. Sometimes, I get multiple emails in a day! Here are four examples that I mention on the show today: Hi Joshua,...
138-Masterclass on 529 Plans a.k.a. Qualified Tuition Programs - Part 1
We're continuing our college series with an in-depth discussion of 529 plans. 529 plans are incredibly popular in all their permutations. (Many people who are currently participating in a 529 plan don't actually realize it because they refer to it as...
137-Ideas To Make More Money on the Side: Interview with Nick Loper from Side Hustle Nation
As we rattle around and around the iron triangle of wealth (income, expenses, and intelligent use of the difference), we come today to the topic of income. Specifically, how can you create some extra income? The world is changing and there are more...
136-Get Ready for Global Recession and $20/Gallon Gas in 2015!
We need to get into some economics today and I'm going to do some prognosticating. This is a very rare event on the show, so here goes! Prediction: there will be a global recession in the future. And gas will go up to $20/gallon. Now that we have...
135-Be Confident in Your Unique Offering and Then Stick To Your Knitting
Today's show is a bit of a pep talk--for you but also for me! We are taught by society to compare ourselves with other people. Even though we're all supposed to be "unique and different, we're really not. After all, we're measured on our weight...
134-Q&A: Incorporating in California vs. Wyoming (or Nevada or Delaware) and How to Decide Asset Allocation for an Investor in Sri Lanka
Q&A continues with two very interesting questions today: 2:30 "Should I incorporate my business in California or in Wyoming? Also, for my son, should I establish a corporation for my 16-year-old son?" 33:26 "I live in Sri Lanka and have some...
133-Q&A: Paying off Your Primary Mortgage With a HELOC (Mortgage Acceleration) and How Safe is My Deferred Comp Program?
We're continuing our Q&A series this week and today I handle these two questions: 00:01 Melissa heard about an idea of using a HELOC to pay off your primary mortgage as a method of paying off the loan faster and saving interest costs. This was...
132-Q&A: Thinking Through Buying Life Insurance on Your Kids' Lives and Clarification on 72(t) Substantially Equal Periodic Payments for Retirees
When I started recording the show, I planned to answer six questions. But, after finishing the first question and realizing how in-depth the show would be if I covered all six in one show, I decided to break it out into multiple shows. Today, I cover...
131-Filter Your Financial Advice Through the Lens of Scale
I read a lot of financial advice from many different perspectices. I also frequently am asked about financial advice. "Is this a good idea?" "What do you think about this investment idea?" Over the years, I have noticed that I have developed a filter...