623-Friday Q&A: Life Insurance, Protecting Money in Brokerage Accounts, Optimizing Taxes while Living in Bermuda, etc.

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

🗓️ 1 February 2019

⏱️ 100 minutes

🔗️ Recording | iTunes | RSS

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Summary

2:00 - Life insurance advice for a recently married husband
6:15 - How can I make a back-door Roth contribution without being subject to the pro rata rule?
11:35 - How can I protect the money in my taxable brokerage accounts?
20:50 - How can I optimize my tax situation as an expat living in Bermuda?
47:20 - I live in China and am returning to the USA. What should I do with my money?
50:25 - How should I balance paying off debt with real estate investment?
1:03:05 - How can I invest for my 15-month old daughter?

Transcript

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0:00.0	Today in Radical Personal Finance, show dedicated to providing you with the knowledge,
0:21.6	skills, insight, and encouragement you need to live a rich and meaningful life now, while building a plan for financial freedom in 10 years or less.
0:28.0	My name is Joshua, I am your host and it is Friday, which means today live Q&A. these calls are open to patrons at the show if
0:35.1	you'd like to become a patron I was gonna say go to radical personal finance
0:38.8	dot com slash patron but that link doesn't work go to patreon, look up Radical Personal Finance, you'll find me.
0:44.4	The next couple of days, there are a lot of links that aren't working
0:53.0	I arrange a complete and total reorganization of the website.
0:56.4	What's more coming on that in the future, but I guess what I should rather say
0:59.6	is these shows are usually reserved for patrons, but I am actually going to be hosting a couple
1:04.0	of public shows this next week. So if you're listening to this show and you would like to join me,
1:08.8	please join me this coming week for a Q&A call recording on Monday, February 4, 2019,
1:17.1	Monday February 4, 2019, Tuesday, February 5, 2019, and Wednesday, February 6, 2019.
1:27.0	At 1 o'clock PM Eastern Time for a call,
1:31.0	if you would like to join a call like this,
1:32.3	and the way that you join is on the phone at 561 440
1:36.9	7 462 again that info that number is 5 excuse me 561 4470362.
1:43.7	Look at the written notes on your phone.
1:45.6	561 4407 362 if you'd like to join for one of those calls.
1:49.8	I'm recording again another series here of live Q&A calls. I would love to speak with you. Today though we first go to
1:55.5	Taylor in South Carolina. Taylor welcome to the show how can I serve you today
1:59.6	sir?
2:00.6	Hey Joshua, thank for doing these calls.
	...

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