Discover this podcast and so much more

Podcasts are free to enjoy without a subscription. We also offer ebooks, audiobooks, and so much more for just $11.99/month.

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

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

FromRadical Personal Finance


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

FromRadical Personal Finance

ratings:
Length:
101 minutes
Released:
Nov 4, 2022
Format:
Podcast episode

Description

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?
Released:
Nov 4, 2022
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.