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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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635-Friday Q&A: Moving From NY to FL to Cut Taxes, Life Insurance at Work, Investment Philosophy, 529 Plans

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Manage episode 230760193 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.

On Fridays we do Q&A! Today:

1:20 How can I effectively move from New York to Florida in order to end my tax residency? 17:20 What should I do with the life insurance I'm offered at work? 23:00 How do you advise someone to develop an overarching investment philosophy? 48:05 Should I put money into a 529 plan for my not-yet-conceived children?

If you'd like to join me next week, go here: www.patreon.com/radicalpersonalfinance

Joshua

  continue reading

1113 episodes

Artwork
iconShare
 
Manage episode 230760193 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.

On Fridays we do Q&A! Today:

1:20 How can I effectively move from New York to Florida in order to end my tax residency? 17:20 What should I do with the life insurance I'm offered at work? 23:00 How do you advise someone to develop an overarching investment philosophy? 48:05 Should I put money into a 529 plan for my not-yet-conceived children?

If you'd like to join me next week, go here: www.patreon.com/radicalpersonalfinance

Joshua

  continue reading

1113 episodes

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