999: Friday Q&A: Financial Privacy, UTMA Accounts, Business Curriculum, Company Stock, Family-Owned Business, etc.
Radical Personal Finance
Joshua J. Sheats, MSFS, CFP, CLU, ChFC, CASL, RHU, REBC, CAP
4.2 • 1.9K Ratings
🗓️ 1 March 2024
⏱️ 124 minutes
🧾️ Download transcript
Summary
On today's Q&A podcast we discuss:
- 1:43 If we try to keep financial privacy about our affairs, won't we miss out on some very valuable financial conversations?
- 20:02 I have UTMA accounts for my children. Is that a problem?
- 25:39 Should we incorporate a business curriculum into our homeschool curriculum?
- 41:41 How do we handle excessive children's growth opportunitites like gymnastics?
- 46:50 How do I figure out how much company stock to keep vs. sell?
- 53:58 How do I choose a high-quality charity to leave as the benificiary of my trust?
- 1:05:05 How do I do a business valuation for a family-owned bar?
- 1:16:42 How do I affect the behavior of my distracted homeschooler?
- 1:40:31 How do I choose what services to outsource?
- 1:46:50 Biographies Joshua is reading and discussion on the future of family wealth planning.
Transcript
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| 0:00.0 | Today Radical Personal Finance, a show dedicated providing you with the knowledge, |
| 0:21.0 | skills, insights and encouragement you need, live a rich |
| 0:23.4 | and meaningful life now, while building a plan for financial freedom in 10 years or less. |
| 0:27.6 | My name is Joshua Sheets. |
| 0:28.6 | I'm your host. |
| 0:29.6 | Today is Friday, March 1, 2024, episode 999 of Radical Personal Finance. |
| 0:37.0 | And on this Friday, as we do on every Friday, |
| 0:39.5 | in which I can arrange the equipment to record, |
| 0:42.0 | we do live Q&A. |
| 0:43.4 | This is your first time here with us |
| 0:51.6 | at Radical Personal Finance. |
| 0:53.0 | Welcome. |
| 0:53.7 | I'm glad that you are here. |
| 0:55.0 | I record these live Friday Q&A shows whenever possible |
| 0:57.5 | and I love doing them. |
| 0:58.6 | If you would like to gain access to one of these Friday Q&A shows, |
| 1:00.8 | you can do it at Patreon. |
| 1:01.7 | com slash Radical Personal Finance. it at Patreon.com slash radical |
| 1:04.9 | personal finance. If this is not your first time here with us then as you know we've |
| 1:09.1 | been doing this quite a while 10 years 999 episodes but if I haven't talked to you then remember I would |
| 1:15.4 | love to talk to you I always love it when new new people join the Patreon new |
| 1:19.2 | people call in talk about interesting new topics raise questions remember. Remember, your questions can be technical, they can be philosophical, |
... |
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