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Content provided by Joshua J. Sheats, MSFS, CFP, CLU, ChFC, CASL, RHU, REBC, CAP and Joshua Sheats. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Joshua J. Sheats, MSFS, CFP, CLU, ChFC, CASL, RHU, REBC, CAP and Joshua Sheats or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
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625-Friday Q&A: Maximizing Business Value for a Sale, Preparing for a Meeting with an Estate Attorney, and More!

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Manage episode 226953394 series 45578
Content provided by Joshua J. Sheats, MSFS, CFP, CLU, ChFC, CASL, RHU, REBC, CAP and Joshua Sheats. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Joshua J. Sheats, MSFS, CFP, CLU, ChFC, CASL, RHU, REBC, CAP and Joshua Sheats or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

1:00 - Should I roll my 401(k) over to my new job or into an IRA?

11:30 - How should I prepare for a meeting with an estate planning attorney?

17:55 - How should I decide to indulge myself with a luxury expense?

35:45 - Life insurance advice for a newlywed couple.

48:05 - How can I maximize the value of my business for sale?

  continue reading

1112 episodes

Artwork
iconShare
 
Manage episode 226953394 series 45578
Content provided by Joshua J. Sheats, MSFS, CFP, CLU, ChFC, CASL, RHU, REBC, CAP and Joshua Sheats. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Joshua J. Sheats, MSFS, CFP, CLU, ChFC, CASL, RHU, REBC, CAP and Joshua Sheats or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

1:00 - Should I roll my 401(k) over to my new job or into an IRA?

11:30 - How should I prepare for a meeting with an estate planning attorney?

17:55 - How should I decide to indulge myself with a luxury expense?

35:45 - Life insurance advice for a newlywed couple.

48:05 - How can I maximize the value of my business for sale?

  continue reading

1112 episodes

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