675-Friday Q&A: Buying a Business, Minority Shareholder, Gifting a Rental, Refinancing Mortgage, Etc.
Radical Personal Finance
Joshua J. Sheats, MSFS, CFP, CLU, ChFC, CASL, RHU, REBC, CAP
4.2 • 1.9K Ratings
🗓️ 1 November 2019
⏱️ 95 minutes
🧾️ Download transcript
Summary
Today, we do Friday Q&A:
- 00:00 Should I quit my job while I look for a business to buy or wait until I find one?
- 13:00 How should I go about becoming a minority partner in a business?
- 26:28 What is the best way for my dad to give me a rental property he doesn't want anymore?
- 41:00 Should I refinance from a 15-year mortgage to a 30-year mortgage? (And how can I progress in my career?)
- 1:00:17 Should I sell my stocks in anticipation of a market decline?
Enjoy!
Joshua
- Join me on next week's Q&A! http://patreon.com/radicalpersonalfinance
Transcript
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| 0:00.0 | It's Friday, live Q&A. Welcome to Radical Personal Finance a show dedicated to providing you with the knowledge, |
| 0:22.0 | skills, insight, and encouragement |
| 0:23.6 | you need to live a rich and meaningful life now while building a plan for financial freedom |
| 0:27.7 | in 10 years or less. |
| 0:29.2 | My name is Joshua and any Friday that I can make it happen where I'm sitting at a computer and I'm not traveling and I have a decent internet connection, etc. |
| 0:37.0 | Blah blah blah blah. Any Friday that I can make those things happen, we host a live Q&A and that is what's on deck for today. |
| 0:43.2 | These live Q&A shows work exactly like Talk Radio, you call in and we chat about anything you |
| 0:55.8 | want to talk about. |
| 0:56.8 | So if you want to ask a technical financial planning question, you want to talk about |
| 0:59.1 | your situation, we can do that. |
| 1:00.8 | If you want to give feedback or talk about a topic that's been on the show. |
| 1:03.9 | All of those things are available to you. |
| 1:06.5 | If you would like to join me for one of these Friday Q&A shows, become a patron of the show. |
| 1:10.1 | You can do that Patreon.com slash radical personal finance. |
| 1:13.6 | Patreon.com slash radical personal finance. |
| 1:16.3 | Sign up to become a patron of the show there and you will gain access to the call in |
| 1:20.2 | information to be able to call in for a Friday Q&A show. |
| 1:24.3 | Today we have, looks like five callers on the line and we go first to Lou in Toronto. |
| 1:30.2 | Lou, welcome to the show. |
| 1:31.0 | How can I serve you today today sir? Hey Josh. |
| 1:34.0 | I want to get some advice on some of my plans for next year. |
| 1:40.0 | I'm looking to buy a business early in early next year. I'm currently going through the process of selling an investment property to raise equity for that. |
... |
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