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.

901: Friday Q&A: Why You Should Maximize Tax-Deferred Plans, UTMA Accounts, Dividends on Whole Life, Asset Allocation, Business, Etc.

901: Friday Q&A: Why You Should Maximize Tax-Deferred Plans, UTMA Accounts, Dividends on Whole Life, Asset Allocation, Business, Etc.

FromRadical Personal Finance


901: Friday Q&A: Why You Should Maximize Tax-Deferred Plans, UTMA Accounts, Dividends on Whole Life, Asset Allocation, Business, Etc.

FromRadical Personal Finance

ratings:
Length:
132 minutes
Released:
Dec 5, 2022
Format:
Podcast episode

Description

On today's Friday Q&A show we cover:  Should I really maximize my investments into tax-deferred plans? 15:38 What do I need to do with the UTMA account I have for my children? 25:25 Why did my dividend disappear from my whole life policy? 46:02 How do I learn about asset allocation? 1:02:24 How do I size and structure my children's life insurance policies? 1:21:15 Should I start a business while having young children? 1:35:00 How can I teach my non-reading children a foreign language? 1:54:20 Hw do I figure out if I entrepreneurship is right for me?
Released:
Dec 5, 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.