1190 Episoder

  1. 638-Asset Protection Planning for Mere Mortals - Part 11 - Wage Exemption Planning

    Udgivet: 23.4.2019
  2. 637-How to Find an Excellent Wife: The Decision

    Udgivet: 19.4.2019
  3. 636-The Case for Moving to Puerto Rico

    Udgivet: 9.4.2019
  4. 635-Friday Q&A: Moving From NY to FL to Cut Taxes, Life Insurance at Work, Investment Philosophy, 529 Plans

    Udgivet: 5.4.2019
  5. 634-The Case for Moving Outside of the United States

    Udgivet: 3.4.2019
  6. 633-The Case for Moving to a No-Income-Tax State

    Udgivet: 1.4.2019
  7. 632-Asset Protection Planning for Mere Mortals - Part 10 - Personal Property Exemption Planning

    Udgivet: 25.3.2019
  8. 631-Individual Solutions Can Lead to Success and Happiness; Collective Solutions Lead to Frustration and Misery

    Udgivet: 21.3.2019
  9. 630-Friday Q&A: Whole Life Insurance, Walmart for Do-Gooders-of-The-Year, Asset Allocation in Retirement, Paying off Mortgages & More!

    Udgivet: 8.3.2019
  10. 629-[In-Depth Version] Federal Debt: The Ticking Bomb that No One is Willing to Defuse

    Udgivet: 7.3.2019
  11. 628-Federal Debt: The Ticking Bomb that No One is Willing to Defuse

    Udgivet: 6.3.2019
  12. 627-Asset Protection Planning for Mere Mortals - Part 9 - Health and Education Account Exemption Planning

    Udgivet: 18.2.2019
  13. 626-Friday Q&A: Capitalism vs. Communism, Umbrella Liability Insurance, Buying a House While in Debt, etc.

    Udgivet: 15.2.2019
  14. 625-Friday Q&A: Maximizing Business Value for a Sale, Preparing for a Meeting with an Estate Attorney, and More!

    Udgivet: 8.2.2019
  15. 624-The 5 Possible Future Scenarios (from Fantastic to Catastrophic) and How to Plan for Them

    Udgivet: 4.2.2019
  16. 623-Friday Q&A: Life Insurance, Protecting Money in Brokerage Accounts, Optimizing Taxes while Living in Bermuda, etc.

    Udgivet: 1.2.2019
  17. 622-Asset Protection Planning for Mere Mortals - Part 8 - Annuity Values and Annuity Payments Exemption Planning

    Udgivet: 30.1.2019
  18. 621-Friday Q&A: Investing in Distressed Mortgage Notes, CFA Credential, Roth 401(k) vs. Traditional, Privacy vs. Functionality

    Udgivet: 25.1.2019
  19. Out & About: Interview for "In The Rabbit Hole" Podcast

    Udgivet: 22.1.2019
  20. 620-Friday Q&A: Financial Planning for Newlyweds, 401(k)s Without a Match, 529 vs. Roth IRA for College Education

    Udgivet: 20.1.2019

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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.

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