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June 1st, 2018

551-Friday Q&A: Am I Financially Independent, Should I Switch Life Insurance Agents, Should I Engage in Tax-Gain Harvesting

  1. 551-Friday Q&A: Am I Financially Independent, Should I Switch Life Insurance Agents, Should I Engage in Tax-Gain Harvesting Joshua Sheats 42:55

It’s Friday! That means Q&A. Today, we cover:

  • Am I Financially Independent?
  • Should I Switch Life Insurance Agents?
  • Should I Sell Investments and Trigger a Taxable Gain?

Joshua

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.