1186 Episodes

  1. 634-The Case for Moving Outside of the United States

    Published: 4/3/2019
  2. 633-The Case for Moving to a No-Income-Tax State

    Published: 4/1/2019
  3. 632-Asset Protection Planning for Mere Mortals - Part 10 - Personal Property Exemption Planning

    Published: 3/25/2019
  4. 631-Individual Solutions Can Lead to Success and Happiness; Collective Solutions Lead to Frustration and Misery

    Published: 3/21/2019
  5. 630-Friday Q&A: Whole Life Insurance, Walmart for Do-Gooders-of-The-Year, Asset Allocation in Retirement, Paying off Mortgages & More!

    Published: 3/8/2019
  6. 629-[In-Depth Version] Federal Debt: The Ticking Bomb that No One is Willing to Defuse

    Published: 3/7/2019
  7. 628-Federal Debt: The Ticking Bomb that No One is Willing to Defuse

    Published: 3/6/2019
  8. 627-Asset Protection Planning for Mere Mortals - Part 9 - Health and Education Account Exemption Planning

    Published: 2/18/2019
  9. 626-Friday Q&A: Capitalism vs. Communism, Umbrella Liability Insurance, Buying a House While in Debt, etc.

    Published: 2/15/2019
  10. 625-Friday Q&A: Maximizing Business Value for a Sale, Preparing for a Meeting with an Estate Attorney, and More!

    Published: 2/8/2019
  11. 624-The 5 Possible Future Scenarios (from Fantastic to Catastrophic) and How to Plan for Them

    Published: 2/4/2019
  12. 623-Friday Q&A: Life Insurance, Protecting Money in Brokerage Accounts, Optimizing Taxes while Living in Bermuda, etc.

    Published: 2/1/2019
  13. 622-Asset Protection Planning for Mere Mortals - Part 8 - Annuity Values and Annuity Payments Exemption Planning

    Published: 1/30/2019
  14. 621-Friday Q&A: Investing in Distressed Mortgage Notes, CFA Credential, Roth 401(k) vs. Traditional, Privacy vs. Functionality

    Published: 1/25/2019
  15. Out & About: Interview for "In The Rabbit Hole" Podcast

    Published: 1/22/2019
  16. 620-Friday Q&A: Financial Planning for Newlyweds, 401(k)s Without a Match, 529 vs. Roth IRA for College Education

    Published: 1/20/2019
  17. 619-Empathy and Personal Responsibility When Living Paycheck-to-Paycheck: Interview with the Cheap Bohemian

    Published: 1/17/2019
  18. 618-Reflections on the State of the USA From Two Travelers

    Published: 1/15/2019
  19. 617-Friday Q&A: Giving Money to Poor People, Contributing My Salary to my Wife's 401(k), Protecting Investment Accounts, Buying Term Life Insurance while FI, etc!

    Published: 1/11/2019
  20. 616-If Missing One Paycheck is a Problem For You, You're Behaving Stupidly

    Published: 1/9/2019

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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.