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630-Friday Q&A: Whole Life Insurance, Walmart for Do-Gooders-of-The-Year, Asset Allocation in Retirement, Paying off Mortgages & More!

630-Friday Q&A: Whole Life Insurance, Walmart for Do-Gooders-of-The-Year, Asset Allocation in Retirement, Paying off Mortgages & More!

FromRadical Personal Finance


630-Friday Q&A: Whole Life Insurance, Walmart for Do-Gooders-of-The-Year, Asset Allocation in Retirement, Paying off Mortgages & More!

FromRadical Personal Finance

ratings:
Length:
72 minutes
Released:
Mar 8, 2019
Format:
Podcast episode

Description

1:20 Should I change my whole life insurance policy because my income is going down? 18:40 Why do you think Walmart has done more good for poor people than any non-profit organization? 30:00 How should I adjust my asset allocation now that I'm retiring? 42:40 Should I pay off my mortgage on my retirement house? 49:15 Where should I keep my medium-term savings? 52:00 How can I include real estate in my Permanent Portfolio? 58:00 How can I invest in the people in my community? 1:05:00 Can I use a private foundation for my wealth planning?
Released:
Mar 8, 2019
Format:
Podcast episode

Titles in the series (100)

Joshua J Sheats, MSFS, CLU, ChFC, CASL, CAP, RHU, REBC is a financial planner who teaches people how to live a rich life now while building a plan for financial freedom in 10 years or less. He mixes creative approaches to lifestyle design, deep-dive financial planning techniques, and hard-core business strategy to equip you with the knowledge and inspiration you need to build financial independence.