Radical Personal Finance
Joshua Sheats
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.
Episodes
Mentioned books
Jan 8, 2019 • 59min
615-How to Find an Excellent Wife: The Preparation
Today, I share my advice for young men on how they can find an excellent wife. In short, you must become an excellent man. That's the task. Here are some ideas on how. Joshua
Dec 21, 2018 • 36min
614-End-of-The-Year Encouragement
Just a few thoughts to encourage you as we shut down for the Christmas break. May you have an opportunity to be encouraged and to encourage another person who is close to you. Your voice matters. Love you, Joshua
Dec 19, 2018 • 12min
613-A Useful Question to Help You Get Better Advice from Experts
Dec 18, 2018 • 1h 18min
612-Q&A: Pay Off Debt or Invest, 529 Plan Optimization, Financial Planning Fees, Tax Issues, College Planning
2:00 - Should we pay off our mortgage or invest? 9:50 - Should I put more money into one of my child's 529 plans in order to help them on their financial aid calculations? 18:30 - Should a retiree in her 60s pay 1.7% as a financial planning fee? 47:20 - How should we unravel the tax situation for a house that I live in but don't own? 1:13:00 - What college financial planning organization should I choose?
Dec 17, 2018 • 46min
611-Q&A on Dollar Cost Averaging, Roth IRAs for children, Bitcoin as an Asset Protection Tool, Getting into the Financial Planning Industry
1:30-Should I dollar cost average into my Roth IRA or wait for a market downturn? 6:00-How can I get money to my child so they can make a Roth IRA contribution? 21:30-Can I do good asset protection by transferring all my money into a secret Bitcoin wallet that's kept completely offline? 34:00-Can I become a financial planner without pursuing it full-time?
Dec 14, 2018 • 1h 37min
610-Friday Q&A: State Competition in Asset Protection Planning, Education, Financial Planning While Pregnant, Is Patreon a Good Funding Option, and More!
2:45 - If you move from one state to another, do you have to start all over with your asset protection plan? 15:30 - How frequently does a state change its laws that relate to asset protection planning? 21:30 - What is the interplay between Federal regulations and State regulations? 23:35 - Is a 403(b) protected the same as a 401(k)? 25:30 - How have Joshua's views on education changed in the last four years? 36:30 - What specific inspirational resources would Joshua recommend on the topic of education? 43:20 - How do you set financial priorities when you're expecting a baby? 51:15 - How do you plan when you have a highly fluctuating income? 1:00:15 - How do you balance having a stockpile of cash while looking at big personal lifestyle expenses? 1:04:35 - Is Patreon a good option to monetize your website? 1:24:00 - Should our company add a Health Savings Account or Christian Healthcare Sharing Ministry option to our health plan?
Dec 13, 2018 • 46min
609-Asset Protection Planning for Mere Mortals - Part 7 - Life Insurance Exemption Planning
Dec 10, 2018 • 45min
608-Asset Protection Planning for Mere Mortals - Part 6 - Retirement Account Exemption Planning
Dec 6, 2018 • 40min
607-The Only 3 Legitimate Reasons to Buy an RV (that I can come up with)
Dec 3, 2018 • 36min
