Radical Personal Finance - podcast cover

Radical Personal Finance

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.
Last refreshed:
Follow this podcast in the Metacast mobile app to refresh it and see new episodes.
Download Metacast podcast app
Podcasts are better in Metacast mobile app
Don't just listen to podcasts. Learn from them with transcripts, summaries, and chapters for every episode. Skim, search, and bookmark insights. Learn more

Episodes

785-How to Move to Mexico (and Why You Should Establish Residency Now, Not Later)

I firmly believe that any North American who is interested in a Plan B should consider Mexico as an option before almost any other country. In today's podcast I've invited attorney Enrique Ramírez Corona on the show to discuss how Mexico's immigration program works. Enjoy! Joshua Enrique's website: http://www.sanmiguel-legal.com/ Enrique's email: enrique@sanmiguel-legal.com...

May 10, 202150 minEp. 785

783-Friday Q&A: Downsides to Second Citizenship, Crypto Wages, Cash Out Pension, Etc.

It's Friday! Today we do Q&A! 1:30 Is there a downside to a second citizenship? 20:04 Should I invest for early retirement or buy a house? 47:37 How are my crypto wages taxed as I earn them and they grow? 1:06:00 Should I cash out my teacher's pension or keep it? 1:16:48 I make 3x money as I did 6 months ago. Am I spending too much? 1:24:27 I have $1,000,000 in the stock market. Should I sell? 1:38:20 How can I plant some flags as a farmer? 1:52:31 How can I pay my parents to work for my bus...

May 01, 20212 hr 21 minEp. 783

781-Disaster is NOT a Strategy

Disaster is NOT a strategy. But you can build a strategy for virtually any disaster. Joshua

Apr 22, 202113 minEp. 781

Announcement: Big, Big Travel Plans This Year!

In today's show, I'll share the exciting Sheats' Family travel plans for the rest of this year! Joshua p.s., Brand new! Text me a question or comment at 561-468-3158!

Apr 05, 202126 min

777-How to Live Income Tax-Free in the USA (1 of 2)

It's exceedingly difficult to live income tax-free in the USA. (At least if we assume you're going to make some significant money.) But it's not impossible. At least not conceptually. You just have to avoid that pesky thing called "income." Let's talk about how! Joshua

Mar 22, 202130 minEp. 777

775-Friday Q&A: Health Insurance or Health Sharing, Convert Group Life to Personal, Sell My Rental Property, etc.

Save 50% on all of my courses until March 31 using coupon code CHANGINGPLATFORMS at https://radicalpersonalfinance.com/store 2:30 Should I buy a health insurance policy on the public exchange or join a Christian Healthcare Ministry? 9:30 Can I open an HSA account if I’m on my parents’ policy? 13:00 How long should I keep my personal banking records? 17:10 Should I convert my group life insurance to a personal policy? 26:30 Should I sell my rental property to invest in something else? 35:10 Shoul...

Mar 12, 202147 min

772-Friday Q&A: Investment Wins, Vacation Property, Offshore Liability, Disability Insurance

It's Friday and that means live Q&A! But remember that I'm doing a limited-time sale: Go to https://radicalpersonalfinance.com/store and get 50% OFF all of my courses using coupon code CHANGINGPLATFORMS I'm ending my personal consulting work on March 31, 2021. If you'd like to book a personal consultation with me, go to https://radicalpersonalfinance.com/consult and book now. Plus, you'll save 25% on that service too! On to today's topics: 2:40 What can I learn from my recent investment wins...

Mar 05, 20211 hr 21 min

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

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 compensation? Enjoy! Joshua Join me on Patreon...

Feb 26, 20211 hr 31 minEp. 770

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.

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 quickly b...

Feb 12, 20211 hr 17 minEp. 767

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

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 crypto...

Jan 15, 20211 hr 38 minEp. 763

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

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 $225k corp...

Dec 04, 20202 hr 22 minEp. 759
Hosted on Libsyn
For the best experience, listen in Metacast app for iOS or Android