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 14 hours 13 minutes
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...
130-My Personal Development Plan for 2015
I like the change of the calendar year. It's a convenient time to sit down and take an inventory of where things are and assess the plans for where things are going. 2014 was an awesome year. It was certainly one of the more challenging times of my...
Teaching Canadians to be Financially Independent By Age 45: Interview with Timothy Stobbs, Author of Canadian Dream-Free at 45! RPF0129
As we begin a new year, I think it's fitting to start with a discussion of financial independence! My desire for all of you is that you may experience financial independence as you define it and that you may establish a workable plan this year toward...
The Financial Advisor Who Can't Retire: Interview with Paul Merriman RPF0128
My guest today is . I was introduced to Paul by a couple of listeners who requested I bring him on the show. I'm glad they did! Paul is an experienced financial advisor. But, he did that as a retirement hobby rather than as a wealth-building...
Money Advice For Teens: Interview with Eva From Teens Got Cents RPF0127
Today, I bring you an interview with a dynamo: from . I met Eva in New Orleans at the FinCon conference. She was attending with her mother and I was incredibly impressed with her. Eva writes about about personal finance for a teen audience....
Investing in Sustainability and Weathering the Financial Storms of Life: Interview with Jeff from The Sustainable Life Blog RPF0126
Personal finance touches every aspect of life by definition. Every aspect of our life involves finance in some way. As we make the decisions of life, we're constantly faced with cost and opportunity cost: Is it wise of me to allocate this...
Establishing Rites of Passage to Ease the Transition to Adulthood: Interview with Dr. Vern Poythress RPF0125
My guest today is . Dr. Poythress is a mathematician and a theologian. Most important for this discussion, he and his wife, Diane, are parents to two children, both boys. Dr. Poythress authored an article entitled "," in which he outlined his...