755-Friday Q&A: Inherited Real Estate Taxes, Placeholder Annuities, Teaching Children about Money, Etc.
Radical Personal Finance
Joshua J. Sheats, MSFS, CFP, CLU, ChFC, CASL, RHU, REBC, CAP
4.2 • 1.9K Ratings
🗓️ 23 October 2020
⏱️ 117 minutes
🧾️ Download transcript
Summary
It's Friday! Today we tackle:
-
1:30 Tax issues on inherited real estate + a healthy retirement
-
19:40 Should I buy a placeholder annuity so I get today's mortality rates?
-
33:27 What opinions on teaching children about money has Joshua changed over the years?
-
47:00 Should I build a business in financial coaching?
-
1:16:45 I want to get into financial planning; what should I do?
-
1:39:42 I got denied for a credit card offer; what do I do next?
I've recently begun offering financial consulting again. You can book an appointment here: https://radicalpersonalfinance.com/consult
If you'd like to join me on next week's Q&A call, join me at https://patreon.com/RadicalPersonalFinance
Transcript
Click on a timestamp to play from that location
| 0:00.0 | Today in Radical Personal Finance, a show dedicated to providing you with the knowledge, |
| 0:22.1 | skills, insight, and |
| 0:23.2 | encouragement you need to live a rich and meaningful life now, while building a plan for |
| 0:26.8 | financial freedom in 10 years or less. |
| 0:28.8 | My name is Joshua, I am your host. |
| 0:30.5 | Today in the show we do a live Q&A show. Works just like Callin Talk Radio. You call in, we talk about any questions, |
| 0:36.2 | comments that you have on your mind. These shows are open to patrons of the show. You can find out more at |
| 0:40.3 | Patreon.com slash radical personal finance |
| 0:43.3 | if you are interested in becoming a patron of the show. frequently get questions from people saying |
| 0:53.0 | Joshua what's the best way to get a hold of you |
| 0:55.3 | or what's the best way to talk to you and whatnot. |
| 0:57.9 | I actually do, I've actually recently just started doing again. |
| 1:01.0 | I'll actually, I'll mention at the end of the show show but I started doing again a little bit of private consulting for the first time in about six months |
| 1:06.8 | But if you're interested in talking to me and probably having the best deal possible |
| 1:11.2 | Frankly these these patron shows are the best the best deal possible. Frankly these patron shows are the best shot that you're going to get. |
| 1:16.7 | I do them every week that I can arrange the technology, every week I can arrange an internet |
| 1:19.9 | connection to be able to record them. And, you know, sometimes we have 10, 15 collars, sometimes we have two or three. |
| 1:27.0 | At the moment, we got three on the line, so we'll see who else shows up in the coming minutes. |
| 1:30.0 | But we begin today. |
| 1:32.0 | Let's go to Parker in Washington. Parker, welcome to |
| 1:35.2 | Radical Personal Finance. How can I serve you today? |
| 1:37.0 | Hey Josh, sir, can you hear me all right? Sounds good. Go ahead sir. Can you hear me? There you go. Hey, thanks for having me today. Just had a couple of two questions about my parents if you have the time for both of them they're going to |
... |
Please login to see the full transcript.
Disclaimer: The podcast and artwork embedded on this page are from Joshua J. Sheats, MSFS, CFP, CLU, ChFC, CASL, RHU, REBC, CAP, and are the property of its owner and not affiliated with or endorsed by Tapesearch.
Generated transcripts are the property of Joshua J. Sheats, MSFS, CFP, CLU, ChFC, CASL, RHU, REBC, CAP and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.
Copyright © Tapesearch 2026.