291-Friday Q&A: Real Estate, How Much Money is Too Much in Qualified Accounts, Bank on Yourself and Infinite Banking, Stocks vs Bonds

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

🗓️ 5 February 2016

⏱️ 66 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

I've decided to start doing regular live call-in shows as part of our Friday Q&A. Today we cover these questions:

How much leverage/risk is appropriate when building a real estate portfolio?
How much money is too much to have inside a qualified account?
How do you get money out of a qualified account for early retirement?
Is Bank on Yourself life insurance a good idea?
What's the right asset allocation between stocks/bonds?

Enjoy!

Joshua

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Transcript

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0:00.0	live from sunny south Florida. It's Open Line Friday! I couldn't resist steal someone else's lines.
0:27.0	Welcome radicals.
0:28.0	My name is Joshua Sheets.
0:28.5	Welcome to the Radical Personal Finance Podcast.
0:31.8	I guess inside all of us somewhere deep down inside is a frustrated radio
0:37.0	DJ. So today I use my radio voice let's use some radio announcements and let's talk
0:42.4	about live Q&A. I got some good ones for you today.
0:45.8	I hope you enjoy it. I've got a recording for you of a live call with patrons of the show.
0:59.9	This was a number of people who joined the call recorded live on Thursday and we got
1:04.4	together and answered questions we got a bunch of good questions in today's show we
1:07.9	talk real estate we talk about how much money to put into deferred retirement
1:12.1	accounts versus to keep in non-taxable, excuse me, non-qualified,
1:18.3	there's the word, non-qualified accounts.
1:20.4	We talk about bank on yourself and the use of life insurance policies for cash accumulation.
1:26.7	We talk about investment options and portfolio allocations.
1:30.4	It's just basically real live conversations. This is something I've been wanting to do a little bit for a while
1:35.4	You know I wrestled seriously with
1:39.0	My show concepts frankly over the last few months.
1:42.6	I rested with it a lot during December of 2015 trying to figure out,
1:46.2	like am I doing what I need to be doing?
1:47.6	Should I be adjusting things?
1:49.2	I seriously pursued the option of switching over to a radio show, doing a live show.
	...

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