1187 Episodes

  1. 655-Friday Q&A: Protecting a Non-Working Spouse, Cash Savings, Wealth Accumulation vs. Living, etc.

    Published: 7/20/2019
  2. 654-A New, Legal Tax Scheme to Help You Save Capital Gains: Qualified Opportunity Zones

    Published: 7/17/2019
  3. 653-How Tax Rule Changes Can Sink Your Financial Plan (Discussion of H.R. 1994: the SECURE act)

    Published: 7/15/2019
  4. 652-Cost of Living vs. Quality of Life (with an international flair)

    Published: 7/10/2019
  5. 651-Can You Invest Better Than a Hedge Fund Manager?

    Published: 7/5/2019
  6. 650-The Case for Pop-Up Campers

    Published: 7/2/2019
  7. 649-Friday Q&A: Fiscal Future of the USA, Financial Coaching, International Living, Dividend Investing, Morality of Investing, Quitting my Job, etc.

    Published: 6/28/2019
  8. 648-Friday Q&A: Sell Crypto to Pay Debt, Adjust Investments for Economic Uncertainty, Adjusting Finances for Divorce, Birth Tourism, Living Abroad, Etc.

    Published: 6/21/2019
  9. 647-Asset Protection Planning for Mere Mortals - Part 12 - Intelligent Asset Titling

    Published: 6/21/2019
  10. 646-How to Travel the World On The Cheap

    Published: 6/17/2019
  11. 645-The Power of Choosing Not to Retire

    Published: 5/29/2019
  12. 644-Who Do You Want to Remember You and What Do You Want to Be Remembered For?

    Published: 5/27/2019
  13. 643-Should I Fix My Broken Car or Replace It?

    Published: 5/20/2019
  14. 642-Friday Q&A: How to Contribute to an IRA When You're Taking the Foreign Earned Income Exclusion, How Should You Think About FIREing Yourself From A Big-Money Job

    Published: 5/10/2019
  15. 641-$1,500 a Month On Non-Essentials? Society Discusses

    Published: 5/8/2019
  16. 640-The Accidental Millionaire (And What You Can Learn From His Example)

    Published: 5/6/2019
  17. 639-Friday Q&A: International Healthcare, Avoiding Wealth Taxes, Etc.

    Published: 5/3/2019
  18. 638-Asset Protection Planning for Mere Mortals - Part 11 - Wage Exemption Planning

    Published: 4/23/2019
  19. 637-How to Find an Excellent Wife: The Decision

    Published: 4/19/2019
  20. 636-The Case for Moving to Puerto Rico

    Published: 4/9/2019

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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.