487-Friday Q&A: Should I Use a Whole Life Insurance Policy as My Retirement Bridge, Should I Concentrate All of My Investment Accounts With One Manager
Radical Personal Finance
Joshua J. Sheats, MSFS, CFP, CLU, ChFC, CASL, RHU, REBC, CAP
4.2 • 1.9K Ratings
🗓️ 29 September 2017
⏱️ 72 minutes
🧾️ Download transcript
Summary
On Friday's, we do Q&A for our Patrons! Today, we cover:
- Should I Use a Whole Life Insurance Policy as My Retirement Bridge?
- Should I Concentrate All of My Investment Accounts With One Manager?
Joshua
- I forgot to mention at the end of the discussion...if you sign up for a free Personal Capital account with this link, I get a small commission. www.radicalpersonalfinance.com/personalcapital
- IRS instruction on avoiding the early distribution penalty: https://www.irs.gov/retirement-plans/plan-participant-employee/retirement-topics-tax-on-early-distributions
- Here are the call-in instructions for next week's special call-in shows. httpshttps://twitter.com/JoshuaSheats/status/913854177721376768://twitter.com/JoshuaSheats/status/913854177721376768
Transcript
Click on a timestamp to play from that location
| 0:00.0 | Everything is fuel for your creativity with the L'Anovo Yoga laptop series. |
| 0:04.4 | From the people you meet to the creators you follow, it all comes together with Lanova Yoga. |
| 0:09.2 | Plus, you get a 50 pound travel voucher and a shot at winning an awesome trip to New York and a Motorola |
| 0:14.6 | razor 40 Ultra. Check out the L'Anovo Yoga series with laptops made for creatives at |
| 0:19.8 | Lenovo.com slash yoga, limited time only terms and conditions apply. |
| 0:24.0 | Engineered to do it all. That's a laptop evolved with Intel Evo Platform. |
| 0:28.0 | Today's live Q&A episode of Radical Personal Finance is sponsored by Hello Fresh. |
| 0:34.6 | Visit Hello Fresh.com enter the promo code RPF 30 to save 30 bucks off your first |
| 0:40.5 | week of deliveries when you subscribe. Again, RPF 30 at hello fresh.com. Welcome. Welcome to Radical Personal Finance, the show Dedicated to Providing You |
| 1:07.0 | with the knowledge, skills, insight, and encouragement you need to live a rich and |
| 1:10.8 | meaningful life now while building a plan for financial freedom in |
| 1:13.4 | ten years or less. My name is Joshua and I am your host. On Fridays we do a live |
| 1:18.4 | Q&A show although stay tuned at the end of the show for a quick announcement on |
| 1:22.1 | that but on Fridays that's |
| 1:24.0 | where we go to the phones and I answer your questions. Do everything I can to go back |
| 1:27.8 | and forth and provide a little bit of commentary and insight into your specific |
| 1:31.9 | personal financial questions. |
| 1:33.4 | These Friday Q&A shows are open exclusively to patrons of the show, |
| 1:40.8 | people who voluntarily sign up to support me and support the work that |
| 1:43.8 | I do financially because it's valuable to you and to your life. |
| 1:47.6 | If you'd like to become a patron of the show, you can sign up for that at Radical Personal Finance. |
| 1:51.1 | com slash patron, Radical Personal Finance.com slash patron. Radical Personal Finance.com slash Patron. |
... |
Please login to see the full transcript.
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.
Copyright © Tapesearch 2026.