The show that helps you maximize your wealth by turning complex financial situations into actionable advice. On Your Money. Your Mission., we answer the questions you’ve been asking about -- financial planning, investing, retirement and everything in between. Whether you’re navigating the complexities of the market or looking for the best ways to save or spend your money, tune in to hear from experienced financial advisors with JFG. Walk away from each episode with savvy tips and financial t ...
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1076-Friday Q&A: Second Citizenships, Finances for a 70-Year-Old, Asset Allocation, 2024 Taxes, etc.
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Content provided by Joshua J. Sheats, MSFS, CFP, CLU, ChFC, CASL, RHU, REBC, CAP and Joshua Sheats. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Joshua J. Sheats, MSFS, CFP, CLU, ChFC, CASL, RHU, REBC, CAP and Joshua Sheats or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.
On today's Friday Q&A show we discuss:
- 1:35 Should I just pay for a second citizenship and get it done with?
- 7:44 How do I provide financial coaching for a 70-year-old widow?
- 24:50 How do I get on the same page re: asset allocation with my husband?
- 47:51 What can I do to save money on my 2024 taxes?
- 55:08 I'm going to church for the first time...what should I expect?
- 1:06:34 I live tax-free in Bermuda. How can I invest tax-free too?
Enjoy!
- Join me on next week's Q&A show: www.patreon.com/radicalpersonalfinance
- Get my Recommended Reading List here: www.radicalbooklist.com
- Make 2025 your best year ever: www.RPFacademy.com
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