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Radical Personal Finance

866-Friday Q&A: Target Date Fund Debacle, Making Summer Productive, Medicaid Trust, 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

4.41.9K Ratings

🗓️ 13 May 2022

⏱️ 138 minutes

🧾️ Download transcript

Summary

On today's live Q&A we cover:

  • 1:05 Should I avoid Target Date Retirement Funds due to the recent Vanguard debacle?
  • 18:37 How can I make my children's summer vacation more productive?
  • 53:38 Should I buy the house I'm living in?
  • 1:00:35 Should I do a 1031 on my commercial property or simply sell it and pay the tax?
  • 1:07:58 Should I have my mom set up a Medicaid Trust?
  • 1:19:54 Can I move my business to Wyoming to save on California taxes?
  • 1:32:03 Help me pick which government school to enroll my children in.
  • 1:49:00 How will I know when I'm legitimately Coast FI?
  • 2:03:15 How can I negotiate a better deal with my boss?

Join me on next week's Q&A at https://patreon.com/radicalpersonalfinance

Joshua

Transcript

Click on a timestamp to play from that location

0:00.0

Do you hear that?

0:05.5

It might sound like nothing to you, but it's actually the sound of nuclear, wind and

0:10.1

solar energy.

0:11.1

At EDF, we're busy generating more British zero carbon electricity than anyone to help

0:16.8

keep future energy costs down for everyone and help cut UK carbon emissions to nothing.

0:22.6

Sound good to you?

0:24.2

Find out more about our zero carbon generation at EDFenergy.com-slash-help-imprinting.

0:31.2

It's Friday, and of course today that means live Q&A.

0:50.1

Welcome to Radical Personal Finance, a show dedicated providing you with the knowledge

0:52.9

skills, insight and encouragement you need to live a rich and meaningful life now, while

0:57.3

building a plan for financial freedom in 10 years or less.

1:00.3

My name is Joshua Sheets.

1:01.3

Today is Friday, May 13, 2022, and today, got the microphones all hooked up.

1:08.3

We do live Q&A.

1:22.3

Radical Personal Finance each and every Friday when I can arrange the technology to be

1:25.6

in front of an internet connection and have a microphone and all of those useful things.

1:29.7

We do a live Q&A show.

1:31.3

Works just like Colin Talk Radio Works, listeners Colin, you can talk about anything that

1:36.2

you want.

1:37.2

It's an open line Friday show.

1:38.6

Ask any question you want, make any comment you want, broach any topic that you want I am

1:43.1

at your service.

...

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