630-Friday Q&A: Whole Life Insurance, Walmart for Do-Gooders-of-The-Year, Asset Allocation in Retirement, Paying off Mortgages & More!

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

🗓️ 8 March 2019

⏱️ 73 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

1:20 Should I change my whole life insurance policy because my income is going down?
18:40 Why do you think Walmart has done more good for poor people than any non-profit organization?
30:00 How should I adjust my asset allocation now that I'm retiring?
42:40 Should I pay off my mortgage on my retirement house?
49:15 Where should I keep my medium-term savings?
52:00 How can I include real estate in my Permanent Portfolio?
58:00 How can I invest in the people in my community?
1:05:00 Can I use a private foundation for my wealth planning?

Transcript

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0:00.0	This episode is brought to you by Deliverer because anything goes this Christmas.
0:06.0	Yes, even sprouts on a pizza or gravy on sushi.
0:10.0	The rules are, there are no rules. Have a cantonese on Christmas Eve or a
0:15.2	Balty on boxing day and when you're so over the leftovers bring on the ramen
0:20.3	From big brands to local favorites this Christmas. It's all on your doorstep with
0:25.0	deliver room. Geographical restrictions, T's and C service and delivery fees apply.
0:30.3	Today in Radical Personal Finance, it's live Q&A. Welcome to Radical Personal Finance, a show dedicated to providing you with the knowledge,
0:52.2	skills, insight and encouragement you need,
0:54.3	live a rich and meaningful life now,
0:56.0	while building a plan for financial freedom in 10 years or less.
0:59.1	Today's on the show, it's live Q&A, which means open phone lines.
1:02.1	Today's callers are all from Patreon. If you'd like to join us for the next phone call,
1:06.1	we can only go to radical personal finance.com slash patron. That link doesn't work. Just search me on
1:10.8	patreon. Sorry, search for radical personal finance and you will find me.
1:14.0	Broken links all over the place these days on the website as I have transitioned out an old
1:25.0	website into a new one. Just go to patreon.com search radical personal finance and I'm easy to find.
1:29.8	That will get you guaranteed access to the next Q&A call where you can talk with me about anything
1:33.5	as it relates to your personal situation if you'd like to talk about that.
1:36.7	Any question that you have, comments on anything about a show, the current themes, etc.
1:41.7	Anything you like is available to you.
1:43.5	We begin with Derek and Maine.
1:44.8	Welcome to the show, Derek.
	...

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