621-Friday Q&A: Investing in Distressed Mortgage Notes, CFA Credential, Roth 401(k) vs. Traditional, Privacy vs. Functionality

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

🗓️ 25 January 2019

⏱️ 56 minutes

🔗️ Recording | iTunes | RSS

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Summary

1:20 - How Can I Invest in Distressed Mortgage Notes Inside my Roth IRA?
8:05 - Should I Pursue a Chartered Financial Analyst Credential for My Own Investment Knowledge?
17:00 - Should I Contribute More Money to a Roth 401(k) than a Traditional 401(k)?
38:15 - How can I Balance Personal Privacy and Functionality in Building My Business?

For reference to any time-dated commentary, this show was recorded on 12/21/2018.

Transcript

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0:00.0	Today on Radical Personal Finance a show dedicated to providing you with the knowledge,
0:21.8	skills, insight, and encouragement you need.
0:24.0	Live a rich and meaningful life now while building a plan for financial freedom in 10 years or less.
0:28.0	Today on the show we do live Q&A. That means open phone lines, go to the phone lines and talk about whatever you, or should
0:36.1	I say these callers, want to talk about and see if together we can find some answers and
0:40.5	solutions for their particular situations.
0:43.0	Normally once a week each week on Friday we record a Q&A show and usually those are
0:55.3	restricted to patrons you can become a patron of the show at radical personal
0:57.8	finance dot com slash patron for guaranteed access to that to that show but I've been
1:02.1	doing a series of shows that are open to the
1:03.4	entire audience which has been really fun but to you speaking with some new
1:06.3	collars and been taking some new questions and today we begin in the garden state
1:09.8	now and welcome to radical personal finance How can I serve you today, sir?
1:16.0	Nam are you there?
1:19.4	Nam is not there.
1:21.6	All right, that was my fault.
1:22.4	Nam, I can hear you now.
1:23.2	Go ahead, sir, please.
1:24.8	All right.
1:26.0	So my question is more on a Roth IRA when it comes to alternative investing. Right now most of my funds are being, you know,
1:39.3	through, is being put through mostly index fund. I use Robovisors company that, you know, mostly, most of the
1:48.6	funds that are Vanguard. And I come, I ran into a company here. What they do is a distressed mortgage notes. They, you know, they have their own funds, a good return somewhere
	...

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