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487-Friday Q&A: Should I Use a Whole Life Insurance Policy as My Retirement Bridge, Should I Concentrate All of My Investment Accounts With One Manager

487-Friday Q&A: Should I Use a Whole Life Insurance Policy as My Retirement Bridge, Should I Concentrate All of My Investment Accounts With One Manage…

FromRadical Personal Finance


487-Friday Q&A: Should I Use a Whole Life Insurance Policy as My Retirement Bridge, Should I Concentrate All of My Investment Accounts With One Manage…

FromRadical Personal Finance

ratings:
Length:
71 minutes
Released:
Sep 29, 2017
Format:
Podcast episode

Description

On Friday's, we do Q&A for our Patrons! Today, we cover: Should I Use a Whole Life Insurance Policy as My Retirement Bridge? Should I Concentrate All of My Investment Accounts With One Manager? Joshua I forgot to mention at the end of the discussion...if you sign up for a free Personal Capital account with this link, I get a small commission. www.radicalpersonalfinance.com/personalcapital IRS instruction on avoiding the early distribution penalty: https://www.irs.gov/retirement-plans/plan-participant-employee/retirement-topics-tax-on-early-distributions Here are the call-in instructions for next week's special call-in shows. httpshttps://twitter.com/JoshuaSheats/status/913854177721376768://twitter.com/JoshuaSheats/status/913854177721376768
Released:
Sep 29, 2017
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.