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January 10th, 2025

1076-Friday Q&A: Second Citizenships, Finances for a 70-Year-Old, Asset Allocation, 2024 Taxes, etc.

  1. 1076-Friday Q&A: Second Citizenships, Finances for a 70-Year-Old, Asset Allocation, 2024 Taxes, etc. Joshua Sheats 1:23:03

On today’s Friday Q&A show we discuss:

  • 1:35 Should I just pay for a second citizenship and get it done with?
  • 7:44 How do I provide financial Coaching for a 70-year-old widow?
  • 24:50 How do I get on the same page re: asset allocation with my husband?
  • 47:51 What can I do to save Money on my 2024 taxes?
  • 55:08 I’m going to church for the first time…what should I expect?
  • 1:06:34 I live tax-free in Bermuda. How can I invest tax-free too?

Enjoy!

Joshua Sheats Teacher, Host, Broadcaster, Entrepreneur

Joshua J. Sheats, MSFS, is the world's leading authority on integrating lifestyle goals and money goals without conflict. He teaches normal people how to seamlessly connect the science of financial planning with the joy of goal achievement.

Joshua is dedicated to helping normal people achieve financial freedom by merging creative (and crazy) ideas from the world of personal finance with the academic integrity of formal financial planning. He simplifies complex money topics and makes boring financial mumbo-jumbo less boring.

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