763-Friday Q&A: Retirement Accounts for Americans Abroad, Whole Life Insurance, Rental Property Furnishings, Giving Appreciated Assets to Charity, Etc.
Radical Personal Finance
Joshua J. Sheats, MSFS, CFP, CLU, ChFC, CASL, RHU, REBC, CAP
4.2 • 1.9K Ratings
🗓️ 15 January 2021
⏱️ 98 minutes
🧾️ Download transcript
Summary
It's Friday! Live Q&A today:
-
2:00 Questions on retirement account contribution for US Americans living abroad
-
19:48 Should I dump my whole life insurance policy?
-
35:21 What are the rules on the disposition of stuff for my rental property?
-
45:21 Should I make big year-end contributions to my retirement accounts?
-
51:00 I just got laid off. What do I need to do now?
-
1:08:00 Should I enhance my charitable giving by giving appreciated assets?
-
1:14:44 How do I figure out the tax rules on my cryptocurrency?
-
1:21:15 Should I keep my home base in the USA or dump it and move?
Enjoy! To join next weeks Q&A show, go here: https://patreon.com/RadicalPersonalFinance
Transcript
Click on a timestamp to play from that location
| 0:00.0 | Today is medical personal finance live Q&A. Welcome to Radical Personal Finance, a show dedicated to providing you with the knowledge skills, |
| 0:22.3 | insight and encouragement |
| 0:23.6 | you need, to live a rich and meaningful life now, while building a plan for financial freedom |
| 0:27.3 | in 10 years or less, today is the first live Q&A show of 2021. These shows I do every week that I can arrange an internet connection |
| 0:35.7 | and the appropriate technology to record them. Basically it's live talk radio. You're able |
| 0:40.0 | to call in, talk about anything you want. |
| 0:42.8 | I want to thank those of you who enjoy the, |
| 0:48.8 | who listen to, |
| 0:53.4 | let's try again. |
| 0:55.2 | I want to thank those of you who call into the shows every week and I want to thank those |
| 0:58.7 | of you who listen to the show. |
| 0:59.8 | These are my favorite shows to record. |
| 1:01.3 | I really enjoy them because they allow me to speak |
| 1:03.5 | extemporaneously about things that I enjoy talking about and we don't always |
| 1:07.2 | get great information but I'll always tell you if I don't know something and then |
| 1:10.4 | try to refer you to somewhere else and then sometimes a listener will |
| 1:14.0 | chime in later or suggest something that's that's really powerful. |
| 1:18.0 | But I'd really love for these Q&A shows to grow even more throughout 2021. |
| 1:22.0 | I'll be doing them regularly. Again, every week is the goal. |
| 1:24.6 | So if you'd like to join me on next week's show, again you could talk about anything |
| 1:27.9 | you want, you can ask questions, you can discuss your situation, you can discuss |
| 1:30.8 | anything you want, totally open discussion forum. Just go 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.

