896: Friday Q&A: Citizenship by Investment, Marketing an RIA, Medicaid or Not, Learning Spanish, Wills & Trusts

Radical Personal Finance

Joshua J. Sheats, MSFS, CFP, CLU, ChFC, CASL, RHU, REBC, CAP

Self-improvement, Business, Education, Investing

4.2 • 1.9K Ratings

🗓️ 4 November 2022

⏱️ 101 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

On today's Q&A we discuss:

3:00 Should I do a Citizenship by Investment or a Residency program to get a second passport?
20:01 I'm starting a new Registered Investment Advisory firm. How should I market myself?
33:56 Should I adjust my income low enough to get on Medicaid?
42:06 What kind of wills and trusts do I need to protect my children?
59:00 I'm moving to Mexico. How should I learn Spanish?
1:24:17 Should I quit my job to start a business or just get a better-paying job?

Transcript

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0:00.0	Today, Radical Personal Finance is live Q&A.
0:19.0	Welcome to Radical Personal Finance.
0:20.0	It's a show dedicated to providing you with the knowledge, skills, insight, and encouragement
0:23.5	you need of a rich and meaningful life now, while building a plan for financial freedom
0:27.3	in 10 years or less.
0:28.6	My name is Joshua Sheets.
0:29.6	I'm your host, today is Friday, November 4, 2022.
0:33.9	And on this Friday, as we do any Friday where I can arrange the appropriate technology,
0:38.5	we do live Q&A.
0:42.0	This is your first Friday show.
0:52.4	Welcome.
0:53.4	I'm glad that you are here.
0:54.4	Works just like Colin Talk Radio works, or I guess used to work, does work.
0:57.6	Interestingly, Colin Talk Radio, there is still some kind of like live interaction, but
1:05.2	a lot of that happens on a local show.
1:10.0	So if you have a local show where you just have a radio host who's going through and working
1:14.3	with collars regularly, they still do that live interaction.
1:19.1	But if you go to a larger show, if there are collars, obviously we know that talk radio
1:24.6	show hosts of screen calls forever.
1:27.2	But if you look at Dave Ramsey, for example, here's a mega king of financial talk radio,
1:33.8	none of his stuff is actually live anymore.
1:36.0	He doesn't just take collars.
	...

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