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Radical Personal Finance

Business & Economics Podcasts

Joshua J Sheats, MSFS, CFP, 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.

Joshua J Sheats, MSFS, CFP, 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.

Location:

West Palm Beach, FL

Description:

Joshua J Sheats, MSFS, CFP, 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.

Twitter:

@RadicalPF

Language:

English


Episodes

770-Friday Q&A: HELOC for Stock Investing, Dental Tourism, CFP Career Prospects, Equity as Comp

2/26/2021
It's Friday! Today we cover: 2:08 - Should I take out a HELOC on my house to invest in stocks? 20:48 - Can I save money on my taxes by starting a dental tourism company? 25:15 - Is the career of a CFP a good career? 39:20 - Should I sell my $600,000 crypto portfolio? 59:28 - How can I find new and interesting ideas for my life? 1:09:28 - How can I build a framework for my children’s education? 1:17:08 - Should I take a job that promises me equity as...

Duration:01:31:24

769-The Power of Beta

2/23/2021

Duration:00:55:37

767-Friday Q&A: Government Job or Private-Sector, Getting Back Into Tax Compliance, Protecting Cash from Inflation, Camper or Hotel, Traveling While on Maternity Leave, Etc.

2/12/2021
In today's show we do live Q&A: 3:00 Should I take a government job with good benefits or a private sector job with other benefits? 16:42 How do I get myself back into tax compliance for a US citizen? 25:52 How should I protect my cash savings from inflation 35:30 Should I stay in hotels or buy a camper for my cross-country road trip? 56:30 Should I merge my HSA with my wife’s? 1:02:05 We are going to have a baby soon. Should we go travel with our maternity leave? 1:10:18 How can I...

Duration:01:16:36

RPF Meetup Invitation: Thursday, February 11 in Bogotá, Colombia

2/8/2021
Hey Radicals! I'm hosting a public meetup this Thursday, February 11, 2021 in Bogotá, Colombia. If you'd like to join me, please email me: Joshua at Radical Personal Finance dot com. Joshua

Duration:00:01:27

763-Friday Q&A: Retirement Accounts for Americans Abroad, Whole Life Insurance, Rental Property Furnishings, Giving Appreciated Assets to Charity, Etc.

1/15/2021
It's Friday! Live Q&A today: 2:00 Questions on retirement account contribution for US Americans living abroad 19:48 Should I dump my whole life insurance policy? 35:21 What are the rules on the disposition of stuff for my rental property? 45:21 Should I make big year-end contributions to my retirement accounts? 51:00 I just got laid off. What do I need to do now? 1:08:00 Should I enhance my charitable giving by giving appreciated assets? 1:14:44 How do I figure out the tax rules on my...

Duration:01:37:58

762-My 2021 Commitment: To Live Richly, Not Frugally

1/14/2021
In 2021, I resolve to spend more money and not to engage in extreme savings. Here's why! Joshua https://radicalpersonalfinance.com/consult

Duration:00:48:38

759-Friday Q&A: Scaling Biz, 401(k) Rollovers, $600k Inheritance, Leaving a Corporate Job Faster, Moving Money Offshore

12/4/2020
Friday Q&A today: 2:10 - Free resource for end-of-the-year planning: www.yearcompass.com 3:00 - How aggressive should I be in scaling up my real estate company? 22:15 - Should I rollover my 401(k) and 403(b) to an IRA 35:30 - Should I put my child into kindergarten at an early age? 43:44 - Should I deduct my early stage business expenses now or later? 47:14 - What should I do with a $600,000 inheritance 1:06:00 - Should I participate in my 457(b) plan? 1:06:41 - I want to leave my...

Duration:02:21:35

Black Friday Sale...and Thanks!

11/25/2020
Short message today to announce my Black Friday sale and to say thank you. https://radicalpersonalfinance.com/storehttps://radicalpersonalfinance.com/consult

Duration:00:08:13

757-Friday Q&A: Cryptocurrency, Guaranteed Income for Early Retirement, Tax for Nomads, Investing in Children, Biblically Responsible Investing, Welfare, Etc.

11/13/2020
Live Friday Q&A today! 1:45 The future of cryptocurrency and associated tax questions 24:48 Should an early retiree set up a guaranteed income stream? 37:18 Will I owe tax if I’m moving around working as a digital nomad? 45:52 How can I invest in my children without messing up my simple cashflow system? 56:58 Should I invest in a Biblically Responsible mutual fund 1:12:38 Where can I put my real estate down payment money to get a bit more interest? 1:21:15 Joshua’s current advice for...

Duration:01:58:28

756-How to Leave a Bad Government When Your Guy Loses the Election

11/9/2020
Whenever we get into the throes of a hotly contested election, people threaten to leave if their preferred candidate loses. Most don't ever leave, of course. But should they? I'm not sure they should leave. Leaving is a drastic step and response. But I'm sure that most people should prepare to leave. Or make a plan to leave. And today I'll share with you the argument and the methods! https://radicalpersonalfinance.com/consulthttps://radicalpersonalfinance.com/store

Duration:01:51:12

394-On Voting, Elections, & Presidential Politics: 10 Things You Can Do That Will Actually Make a Difference in Your Life and Community (aka, Joshua's Antidote to Your Election Fever)

11/2/2020
Note: This show was originally released on November 7, 2016. It's every bit as relevant today, November 2, 2020 as it was on that date. Listen to it afresh today with four years of hindsight. ------------------- In case you haven't heard, this presidential election is the most important one in your lifetime. It will retain that title until November 9 when the 2020 election will take over as reigning champ. Not only is this the most important election of your lifetime, but if the wrong...

Duration:01:05:13

Out & About: Emergency Fund Planning, Credit Cards, and Disability Insurance | Joshua's Appearance on the "Life Meets Money" Podcast

10/27/2020
Today I share with you a recent interview I gave for the Life Meets Money podcast with Matt Miner. Matt Miner has been on Radical Personal Finance several times and this was a fantastic interview! We discussed lifestyle design, risk and emergency planning, insurance, prepping, etc. in great detail. Enjoy! Joshua This show was originally posted on the Life Meets Money podcast here: https://lifemeetsmoney.com/joshuasheats

Duration:01:54:44

755-Friday Q&A: Inherited Real Estate Taxes, Placeholder Annuities, Teaching Children about Money, Etc.

10/23/2020
It's Friday! Today we tackle: 1:30 Tax issues on inherited real estate + a healthy retirement 19:40 Should I buy a placeholder annuity so I get today’s mortality rates? 33:27 What opinions on teaching children about money has Joshua changed over the years? 47:00 Should I build a business in financial coaching? 1:16:45 I want to get into financial planning; what should I do? 1:39:42 I got denied for a credit card offer; what do I do next? I've recently begun offering financial...

Duration:01:56:35