
Radical Personal Finance 901: Friday Q&A: Why You Should Maximize Tax-Deferred Plans, UTMA Accounts, Dividends on Whole Life, Asset Allocation, Business, Etc.
Dec 5, 2022
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36
Introduction
00:00 • 4min
The Pros and Cons of a Retirement Account
03:51 • 3min
Investing in a 401k or 403b Is a Super Powerful Investment
06:49 • 5min
The Asset Protection Benefits of Bankruptcy
11:43 • 4min
Is the UTMA the Best Place for the Capital Gains?
15:56 • 6min
UTMA Accounts - Do I Really Want to Give This Kid $200,000?
21:42 • 4min
How Can I Serve You Today?
25:18 • 2min
Is the Dividend Dropped?
27:30 • 5min
Is the Index Protection Benefit on the Contract Going Forward?
32:13 • 3min
Why Did We Get a $670 Dividend This Year?
35:25 • 5min
Index Protection Benefit Riders on a Whole Life Policy
40:39 • 6min
What Is Whole Life Insurance?
46:10 • 2min
The Most Important Decisions in Mutual Fund Investing
47:41 • 4min
Investing - The Second Most Important Decision
52:08 • 5min
Investing
57:22 • 4min
Make More Money - Is That Really the Case?
01:01:31 • 2min
Whole Life Insurance Policies for Children Are Not a Great Cash Move
01:03:15 • 5min
Should You Quick Pay a Life Insurance Contract?
01:07:49 • 4min
Life Insurance Death Benefit Proceeds Are Income Tax Free
01:12:01 • 5min
What's the End Result?
01:17:29 • 3min
Life Insurance Contracts
01:20:01 • 2min
How Can I Serve You Today?
01:21:39 • 2min
The Importance of Seasonality
01:23:31 • 6min
The Only Solution Is Balance, Et Cetera
01:29:25 • 2min
I've Always Wondered if I'd Be a Dad for a Long Time, Right?
01:31:06 • 2min
The Crowning Pride of Parents When You're 85 or 105
01:33:03 • 2min
Learning a Second Language
01:35:24 • 4min
The Efficiency of Reading as a Form of Language Acquisition
01:39:45 • 3min
The Best Things We Can Do With Teenagers
01:42:41 • 5min
The Goal Is to Read to My Children About Two Hours a Day
01:47:53 • 5min
Do You Have Good Book Lists?
01:52:48 • 4min
I Have Your Motivation to Do Anything With It
01:56:19 • 5min
Entrepreneurship - Is There a Perfect Fit for You?
02:01:40 • 2min
Entrepreneurial Freedom - Sullivan's Self-Managing Company
02:03:13 • 4min
The Promised Land Is Here
02:06:55 • 2min
You're Not a Failure Because You Close a Business
02:09:17 • 3min
