1076-Friday Q&A: Second Citizenships, Finances for a 70-Year-Old, Asset Allocation, 2024 Taxes, etc.

Radical Personal Finance

Joshua J. Sheats, MSFS, CFP, CLU, ChFC, CASL, RHU, REBC, CAP

Finance, Retirement, Insurance, Business, Money, Education, Self-improvement, Financial, Independence, Growth, Advice, Investing, Family, Personal, Radical, Christian, Faith

4.4 • 1.9K Ratings

🗓️ 10 January 2025

⏱️ 83 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

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

Transcript

Click on a timestamp to play from that location

0:00.0	Today, radical personal finance is live Q&A.
0:18.5	Welcome to Radical Personal Finance, a show dedicated to providing you with the knowledge, skills,
0:22.1	insight, and encouragement you need to live a rich and meaningful life now while building a plan
0:26.5	for financial freedom in 10 years or less. My name is Joshua Sheets. I am your host. Today is
0:31.4	Friday, January 10, 2025. Today's episode is our first live Q&A of the new year, and I am excited to be with you.
0:41.2	It's going to be a good year.
0:42.5	I'm excited.
0:50.8	If you are new to Radical Personal Finance, welcome.
0:52.9	I'm glad that you are here each and every Friday here.
0:55.1	I heard the show that I can arrange the appropriate recording technology.
0:58.6	We record a live Q&A.
1:00.2	It's Open Line Friday.
1:01.0	You called in, talk about anything that you want, ask any questions that you want to ask,
1:04.7	raise any topics of discussion.
1:06.4	The floor is yours, and we can go back and forth for as long as you want. So that's available to you each and every Friday here at Radical Personal Finance. If you would like to join me for one of
1:14.4	these shows, do that by becoming a patron of the show. Go to patreon.com slash radical personal
1:18.4	finance. Patreon.com slash radical personal finance. Sign up to support the show on Patreon,
1:23.4	and that will gain access for you to a Friday Q&A show. We've got four callers on the line right now.
1:28.2	We begin with Kyle in Colorado.
1:29.8	Kyle, welcome to the show.
1:30.6	How can I serve you today?
1:33.3	Hi, Joshua.
	...

Please login to see the full transcript.

Previous episode | Next episode

Disclaimer: The podcast and artwork embedded on this page are from Joshua J. Sheats, MSFS, CFP, CLU, ChFC, CASL, RHU, REBC, CAP, and are the property of its owner and not affiliated with or endorsed by Tapesearch.

Generated transcripts are the property of Joshua J. Sheats, MSFS, CFP, CLU, ChFC, CASL, RHU, REBC, CAP and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.