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

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

FromRadical Personal Finance


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

FromRadical Personal Finance

ratings:
Length:
62 minutes
Released:
Apr 5, 2019
Format:
Podcast episode

Description

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
Released:
Apr 5, 2019
Format:
Podcast episode

Titles in the series (100)

Joshua J Sheats, MSFS, 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.