186-Q&A: Real Estate Investing and the Financial Planning Process
Radical Personal Finance
Joshua J. Sheats, MSFS, CFP, CLU, ChFC, CASL, RHU, REBC, CAP
4.2 • 1.9K Ratings
🗓️ 29 April 2015
⏱️ 58 minutes
🧾️ Download transcript
Summary
I'm continuing my Q&A blitz today. I set out to answer five questions and wound up answering two. Oh well. At least I think you'll enjoy them!
Here are the two questions I cover:
- What are your opinions regarding real estate investing? Should people invest in real estate? What percentage of the portfolio should it be? Thoughts on wholesaling? Flipping? Etc.?
- My question is can you walk us through your typical financial planning process with an average client of yours. From the initial conversation to the presentation and implementation. How do you prioritize your recommendations?
Enjoy!
Joshua
- Support Radical Personal Finance on Patreon! http://radicalpersonalfinance.com/patron
Transcript
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| 0:00.0 | Did you know that there are two classes of listeners for radical personal finance? |
| 0:04.8 | There are listeners of the show and then there are listeners with benefits. |
| 0:12.4 | For details on those benefits go to radical personal finance |
| 0:15.6 | dot com slash patron. One of the benefits is the fact that I answer your question |
| 0:21.6 | and we're continuing that today with answering |
| 0:24.8 | patron questions. |
| 0:27.5 | Today I'm going to cover five questions with you. |
| 0:30.7 | What are Joshua's thoughts on real estate investing in different aspects of real estate investing? |
| 0:36.0 | What is Joshua's financial planning process with an actual client? |
| 0:40.6 | Had a plan for special needs kids? |
| 0:43.0 | Or at least one. |
| 0:45.0 | Should I start a podcast on a subject that is interesting to me, |
| 0:48.0 | but for which I might enter into controversy? |
| 0:51.0 | And how do I handle the college money for my 15 year old son? And finally, |
| 0:57.0 | Joshua, you recently said there are some changes in your |
| 1:05.0 | investment strategy, actual plans for your investment strategy. |
| 1:08.0 | Here we go. And the Welcome to the Radical Personal Finance Podcast. My name is Joshua Sheets and I'm your host. |
| 1:30.0 | Today your question and answer man. Continuing with a little bit of a Q&A |
| 1:34.6 | Blitz I've had so many questions pile up including a bunch of questions from patrons |
| 1:38.2 | and I want to give you good answers so I've selected these five I think they're |
| 1:41.6 | going to be some fun ones. |
| 1:43.0 | And importantly, I will give an apology today |
... |
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