491-Q&A: More Money Into Retirement or Buy a House, Can I Use a Donor-Advised Fund for Church Contributions, Should I Move From Commission-Based Job to Salary-Based Job, Should I Keep an India-Based Whole Life Insurance Policy?
Radical Personal Finance
Joshua J. Sheats, MSFS, CFP, CLU, ChFC, CASL, RHU, REBC, CAP
4.2 • 1.9K Ratings
🗓️ 9 October 2017
⏱️ 94 minutes
🧾️ Download transcript
Summary
Today's show rounds out a special series of live Q&A shows. Today we cover:
- 1:20 Should I put more money into my retirement plan or buy a house?
- 18:45 Can I use a donor-advised fund as a smart way to get a bigger tax deduction for my contribution to my local church?
- 32:30 Should I move from a commission-based job to a salary job which also means a salary cut?
- 39:10 Should I buy a joint universal life insurance policy to protect my new baby?
- 1:10:00 Should I keep an India-based whole life insurance policy now that I'm a US resident?
Enjoy the show!
Joshua
- Please support Radical Personal Finance on Patreon! www.radicalpersonalfinance.com/patron
Transcript
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| 0:00.0 | This episode is brought to you by Cracken. |
| 0:03.0 | Crippo is like finance, but different. |
| 0:06.0 | It doesn't care when you invest, trade or save, |
| 0:09.0 | through it on weekends, or at 5 a.m. |
| 0:12.0 | Or on Christmas Day at 5 a.m. |
| 0:14.4 | crypto is finance for everyone everywhere all the time. |
| 0:18.8 | Visit crackin.com slash see what crypto can be to learn more. |
| 0:23.0 | Don't invest unless you're prepared to lose all the money you invest. |
| 0:26.0 | This is a high-risk investment and you should not expect to be protected if something goes wrong. |
| 0:30.0 | Today in Radical Personal Finance, it's live Q&A. Welcome to Radical Personal Finance, the show dedicated to providing you with knowledge, skills, |
| 0:53.7 | insight, and encouragement. |
| 0:55.5 | You need to live a rich and meaningful life now by building a plan for financial freedom in |
| 0:59.6 | ten years or less. |
| 1:00.5 | My name is Joshua and I am your host. Today live Q&A. I've been doing a special |
| 1:04.7 | series of live Q&A shows this week and we round out with our third one. |
| 1:09.9 | This will be the last one for a little while that's open to the entire audience of the show. |
| 1:14.0 | I usually restrict these Q&A calls to patrons of the show those of you who find |
| 1:26.4 | enough value in the show to financially support it you can do that if you're |
| 1:29.1 | interested in doing that at radical personal finance dot com slash patron |
| 1:31.8 | radical personal finance dot com slash patron. Thank you to the many of you who do support the show that way. |
| 1:37.0 | But this week I've been doing a special series of live Q&A shows, super fun. |
| 1:41.0 | We can give interesting questions with people that we don't usually get to talk to. |
... |
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