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 Certified Financial Planner Advisor
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Radical Personal Finance
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How to Move to Mexico (and Why You Should Establish Residency Now, Not Later)
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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: e…
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Radical Personal Finance
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Friday Q&A: Downsides to Second Citizenship, Crypto Wages, Cash Out Pension, Etc.
2:20:51
2:20:51
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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 …
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Radical Personal Finance
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What to Do When Nothing Is Working and You Feel Like the Darkness is Closing In
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36:11
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Disaster is NOT a strategy. But you can build a strategy for virtually any disaster. Joshua
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Radical Personal Finance
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How Should You Prioritize Tax Costs in Your Decisions?
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Friday Q&A: Made a Bunch of Money; Now What? How Does Joshua Create a Podcast
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It's Friday! Today we do live Q&A and cover: I made a bunch of money on a real estate deal. What do I do with the money now? 29:35 How does Joshua go about making a podcast? Joshua p.s., join me on Patreon to join us next week! https://patreon.com/RadicalPersonalFinance
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Radical Personal Finance
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How to Live Income-Tax Free in the USA (pt 2) ... and Make Money!
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Text me your comments and questions: 561-468-3158 Joshua
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Announcement: Big, Big Travel Plans This Year!
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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!
https://radicalpersonalfinance.com/store use code CHANGINGPLATFORMS
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 50% off sale ends March 31. Use Coupon Code CHANGINGPLATFORMS at https://radical…
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Radical Personal Finance
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776-Should You Cheat on Your Taxes to Save Money?
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Save 50 percent on all of my courses until March 31 with coupon code CHANGINGPLATFORMS at https://radicalpersonalfinance.com/store
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775-Friday Q&A: Health Insurance or Health Sharing, Convert Group Life to Personal, Sell My Rental Property, etc.
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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…
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774-The Shocking Truth of How Just a Tiny Bit of Tax Destroys the Compounding of Your Wealth (RE-DO TO CORRECT A SERIOUS MATH ERROR)
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The Magic Penny is the best-performing investment asset any of us could dream of having. Today I'll show you how just a little bit of tax totally decimates its results! Save 50% with code CHANGINGPLATFORMS only until March 31. https://radicalpersonalfinance.com/store
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Radical Personal Finance
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773-How an Early Retirement Extreme Lifestyle Protects You From Catastrophic - Interview with Jacob Lund Fisker
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1:49:29
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I invited Jacob Lund Fisker back to Radical Personal Finance to discuss the Early Retirement Extreme lifestyle, investing, and how to protect yourself from catastrophic risk. https://radicalpersonalfinance.com/store Save 50% with CHANGINGPLATFORMS until March 31
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772-Friday Q&A: Investment Wins, Vacation Property, Offshore Liability, Disability Insurance
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1:21:20
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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://radicalpersonalfinan…
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CLOSING FOR RENOVATION SALE! Save 50% on my courses until March 31
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On March 31 I am removing my current courses from the marketplace so that I can re-shoot the video with fancier visual effects and release them at a higher price point. I'm also no longer going to provide personal phone consulting services after March 31. Save 50% on my courses with coupon code CHANGINGPLATFORMS available at https://radicalpersonal…
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771-What Will They Say About Your Life When You Die?
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Today, I'm going to share with you my thoughts about a friend's life and share with you some lessons from his life.
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770-Friday Q&A: HELOC for Stock Investing, Dental Tourism, CFP Career Prospects, Equity as Comp
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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 …
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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.
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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 …
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Radical Personal Finance
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766-Count the Costs and Your Goals May be Far More Achievable
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RPF Meetup Invitation: Thursday, February 11 in Bogotá, Colombia
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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
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Radical Personal Finance
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764-Money is the Ultimate Renewable Resource; Time is the Ultimate Non-Renewable Resource
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763-Friday Q&A: Retirement Accounts for Americans Abroad, Whole Life Insurance, Rental Property Furnishings, Giving Appreciated Assets to Charity, Etc.
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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 …
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762-My 2021 Commitment: To Live Richly, Not Frugally
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48:39
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In 2021, I resolve to spend more money and not to engage in extreme savings. Here's why! Joshua Book a consult with me: https://radicalpersonalfinance.com/consult
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761-How to End a Year and Plan a Better One, Part 3: Plan
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760-How to End a Year and Plan a Better One, Part 2: Dream
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759-Friday Q&A: Scaling Biz, 401(k) Rollovers, $600k Inheritance, Leaving a Corporate Job Faster, Moving Money Offshore
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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 lat…
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758-How to End a Year and Plan a Better One, Part 1: Reflect
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Short message today to announce my Black Friday sale and to say thank you. You can save 55% on all of my courses at https://radicalpersonalfinance.com/store by using Coupon Code BLACKFRIDAY2020. (Sale ends Tuesday, December 1) You can save 25% on a private consulting call at https://radicalpersonalfinance.com/consult…
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757-Friday Q&A: Cryptocurrency, Guaranteed Income for Early Retirement, Tax for Nomads, Investing in Children, Biblically Responsible Investing, Welfare, Etc.
1:58:29
1:58:29
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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 Respons…
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756-How to Leave a Bad Government When Your Guy Loses the Election
1:51:14
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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 wi…
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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)
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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…
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Radical Personal Finance
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Out & About: Emergency Fund Planning, Credit Cards, and Disability Insurance | Joshua's Appearance on the "Life Meets Money" Podcast
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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 t…
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Radical Personal Finance
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755-Friday Q&A: Inherited Real Estate Taxes, Placeholder Annuities, Teaching Children about Money, Etc.
1:56:37
1:56:37
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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 p…
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Radical Personal Finance
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754-How to Invest in Commodities in a Radical Way (Metals, Tools, Food, Alcohol, etc.) | Interview with Steven Harris
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In today's show I'm welcoming Steven Harris back to the show to discuss investing in commodities. When most people think of investing in commodities, they immediately think of gold and silver. Gold and silver have a place and can be useful, but they are not the only pathway to investing in commodities. In today's show Steven and I discuss how you c…
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753-Friday Q&A: Financial Privacy, Disability Insurance, Dealing with Insurance Agents, Land Contracts
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It's Friday! In today's Q&A show we cover: 1:50 Buying disability insurance and maintaining financial privacy while dealing with insurance agents 40:30 Buying a house with a land contract Enjoy! Joshua
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752-Friday Q&A: What to Do after Graduation, Speculating in Stocks, Concealed Carry Insurance, Asset Protection for Real Estate
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On today's Q&A call we cover: 00:45 I graduate with a nursing degree in 6 months. What should I do next? 20:20 Should I have speculated in the recent stock market downturn with my down payment money? 38:30 I have 3 properties. Do I need an LLC for asset protection? 57:30 Should I buy concealed carry insurance? To join next week's call, go to https:…
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751-How I Taught My Children to Speak Fluent Spanish in One Year With No Teachers, No Classes, and No Playmates or Spanish-Speaking Friends
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One year ago my wife and I decided to teach our children Spanish. At the time, they spoke zero Spanish. We succeeded in the project even though: They don't go to a Spanish-speaking school They don't have any Spanish-speaking friends They've not taken any Spanish classes They don't have anybody speaking Spanish to them full-time In this episode, I'l…
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750-Friday Q&A: Lifestyle Biz for Efficient Taxation, Sales Jobs, Asset Protection, Buying a More Expensive House, Etc.
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1:47:48
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On today's Friday Q&A call we discuss: 00:45 I’m inspired by Trump’s taxes. How can I start a lifestyle business for myself? 32:10 What kind of sales job should I get? 49:00 How can I protect my assets in Montana? 1:00:42 Should I buy a more expensive house? 1:22:42 Reasons to refinance your mortgage now 1:26:20 I still don’t understand Trump’s tax…
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749-Analyzing The NY Times Trump Tax Return Story (In Depth)
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The New York Times recently published a story on the analysis of President Trump's tax returns. Allegedly, Trump has not paid any income taxes in 10 out of the last 15 years. In today's podcast I analyze the financial planning behind the details in the article and teach you how you can use the same techniques Trump uses to shelter his income from t…
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748-Friday Q&A: Better College Jobs, Online Privacy, Investment Income in Early Retirement, Moving to Central America, Etc.
2:04:34
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On today's Friday Q&A show: 1:03 I have a low-paying job while in college. How can I get a better job? 18:22 What name should I use for my online activities? 32:06 How do I actually take income from an investment portfolio in retirement? 49:23 I'm leaving California for Central America; where should I go? 1:11:50 I'm moving to Florida; what kind of…
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747-How to Die Broke Like Billionaire Chuck Feeney Will
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1:23:07
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Billionaire Churck Feeney has recently finished giving away his entire $8 billion fortune. In today's show, we'll talk about whether you should copy him and how you could do it. Joshua Forbes: The Billionaire Who Wanted To Die Broke...Is Now Officially Broke Where he gave his money: https://www.atlanticphilanthropies.org/wp-content/uploads/2019/10/…
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746-Friday Q&A: How to Get a Raise, Second Home vs. Investment Property, Saving vs. Giving
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It's Friday! Today we cover: 00:48 How to get a raise at your job 11:55 Should I classify a 2nd house as an investment property or a second home? 25:30 Do I get a better deal on my mortgage by classifying a house as a second home? 31:15 How do I solve the tension between saving money and giving money? Enjoy! Joshua…
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745-Install a Success Operating System in Your Children
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744-Friday Q&A: Contractor vs. Employee, Negative Interest Rates, Cash, Emergency Escape from Wildfires, How to Pay Down a Life Insurance Loan
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1:26:16
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Friday Q&A show! Today we discuss: 00:30 Contractor status or employee status? 31:00 What happens with our money when interest rates go negative? 43:21 Is it really a good idea to have lots of cash on hand? 1:03:30 How should I set up an emergency escape vehicle to get out of California wildfires? 1:17:31 I used a life insurance loan as a down paym…
