298-Friday Q&A: How to Practice Stealth Wealth, How to Locate Assets in a Tax Efficient Manner, Refinancing a HELOC to an Amortizing Loan, and How My Wife and I Handle Day-to-Day Money
Radical Personal Finance
Joshua J. Sheats, MSFS, CFP, CLU, ChFC, CASL, RHU, REBC, CAP
4.4 • 1.9K Ratings
🗓️ 19 February 2016
⏱️ 59 minutes
🧾️ Download transcript
Summary
On Fridays I do Q&A. If you'd like to participate in a show like this, please become a Patron of the show and you will gain access to the information to call in for these shows. www.radicalpersonalfinance.com/patron
Today we cover:
- How to Practice Stealth Wealth
- How to Locate Assets in a Tax Efficient Manner
- Refinancing a HELOC to an Amortizing Loan
- How My Wife and I Handle Day-to-Day Money
Enjoy!
Joshua
- NYT article mentioned: http://www.nytimes.com/2016/02/14/fashion/i-now-pronounce-you-husband-and-husband.html
- Man of Steel & Velvet: http://rpf.link/1TveV2D
Transcript
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| 0:00.0 | Today in Radical Personal Finance, we have live Q&A. |
| 0:05.0 | It starts right now. Welcome to the Radical Personal Finance Podcast. My name is Joshua Sheets and I'm your |
| 0:25.8 | host. Thank you for being with me. Today we have a live Q&A that's about as live as |
| 0:29.7 | we can get it. I'm doing an intro with guys hanging on the line. I know we're going to talk about stealth wealth, |
| 0:35.0 | refinancing a mortgage, investing in tax efficiency, and how to handle money as a couple. |
| 0:41.0 | Now, where we go from from there I have no idea. Thank you all all for being with me today. On Fridays, well I'm recording this on a |
| 0:58.6 | Thursday but on Fridays generally we would do a Q&A show and at this point in time |
| 1:02.2 | one of my major intentions going |
| 1:03.8 | forward with the show is to do this Q&A show once a week. If you would like to |
| 1:07.2 | participate in a Q&A show this is probably your most direct way to ask a |
| 1:11.9 | question. I still want sometimes intend to do Q&A |
| 1:14.8 | where I'm answering your email questions but a lot of times what happens is |
| 1:18.2 | they'll become so much work and they get to be so long and I got to compose |
| 1:21.5 | this 82 minute answer to the email. |
| 1:24.1 | It's a little overwhelming. |
| 1:25.0 | So I love doing the live Q&A because it allows me just to have a conversation with people and |
| 1:29.2 | it helps me to have a little bit of back and forth. |
| 1:31.8 | If you would like to be on a show like this, the one that |
| 1:34.7 | we're starting right now, sign out to become a patron of the show. Radical Personal Finance.com |
| 1:39.5 | slash patron. Change is being made to that website. We are simplifying the patronage levels. But going forward, basically if you sign up with seven bucks a month or above, you get access to these Friday Q&A calls. Lots of benefits there. Thank you to the many of you who |
| 1:55.8 | support the show there. So I've got a few guys hanging on the line here and we're |
| 1:59.1 | going to start with a question here from Alex. I've got a few questions lined up and then who knows |
... |
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