511-Friday Q&A: Should I Use my 401(k) Money to Invest in Real Estate with a Self-Directed IRA, What Questions Could a Client Ask their Financial Advisor for a More Productive Relationship, Do I Risk the Wrath of the IRS by Moving From Sole Proprietor to
Radical Personal Finance
Joshua J. Sheats, MSFS, CFP, CLU, ChFC, CASL, RHU, REBC, CAP
4.2 • 1.9K Ratings
🗓️ 12 January 2018
⏱️ 70 minutes
🧾️ Download transcript
Summary
It's Friday! That means Q&A time. Today we cover:
- Should I Use my 401(k) Money to Invest in Real Estate with a Self-Directed IRA
- What Questions Could a Client Ask their Financial Advisor for a More Productive Relationship
- Do I Risk the Wrath of the IRS by Moving From Sole Proprietor to S-Corp
- When Is the Right Time to Hire a Tax Accountant Instead of Doing it Myself?
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Joshua
Transcript
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| 0:00.0 | It's Friday here at Radical Personal Finance and that means Q&A. Good Friday to all of you my radical friends. |
| 0:13.0 | Welcome to Radical |
| 0:23.3 | Personal Finance the show dedicated to providing you with the knowledge skills |
| 0:26.3 | insight and encouragement you need to live a rich and meaningful life now |
| 0:30.8 | while building a plan for financial freedom in 10 years or less. |
| 0:33.6 | My name is Joshua Sheets and today on the show we do a live Q&A. |
| 0:36.7 | I've got the phone lines open. |
| 0:38.3 | I've got three collars on the line. |
| 0:40.8 | Thought will be fun. |
| 0:41.6 | We'll see if we can learn together. |
| 0:43.2 | Whenever I possibly, whenever I possibly can do |
| 0:53.2 | possibly can do to my personal travel schedule etc and the simple |
| 0:57.9 | logistics I always try to do on Friday a live Q&A show basically it works like Radio, you get a phone number and you call in and I go live to the call. |
| 1:06.5 | I try to make these calls very open. I don't screen them in advance. All I do is jump on real quick |
| 1:11.1 | as we're getting ready to record and see who's calling. |
| 1:14.0 | You get a quick idea of the questions, but I don't screen them. |
| 1:16.5 | So this is the best way. |
| 1:17.5 | If you want to ask me about anything in the world or talk about anything in the world, |
| 1:20.8 | this is the best way to get through. |
| 1:22.4 | I do screen out |
| 1:23.3 | the collars based upon those who support the show on Patreon so these calls are |
| 1:27.5 | open to those of you who voluntarily choose to support me and pay me money |
... |
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