Radical Personal Finance
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 … read more
623-Friday Q&A: Life Insurance, Protecting Money in Brokerage Accounts, Optimizing Taxes while Living in Bermuda, etc.
2:00 - Life insurance advice for a recently married husband 6:15 - How can I make a back-door Roth contribution without being subject to the pro rata rule? 11:35 - How can I protect the money in my taxable brokerage accounts? 20:50 - How can I optimize my tax situation as an expat living in Bermuda? 47:20 - I live in China and am returning to the USA. What should I do with my money? 50:25 - How should I balance paying off debt with real estate investment? 1:03:05 - How can I invest for my 15-month old daughter?
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