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February 1st, 2019

623-Friday Q&A: Life Insurance, Protecting Money in Brokerage Accounts, Optimizing Taxes while Living in Bermuda, etc.

  1. 623-Friday Q&A: Life Insurance, Protecting Money in Brokerage Accounts, Optimizing Taxes while Living in Bermuda, etc. Joshua Sheats 1:40:07

2:00 – Life insurance advice for a recently married husband 6:15 – How can I make a back-door Roth contribution without being subject to the pro rata rule? 11:35 – How can I protect the money in my taxable brokerage accounts? 20:50 – How can I optimize my tax situation as an expat living in Bermuda? 47:20 – I live in China and am returning to the USA. What should I do with my money? 50:25 – How should I balance paying off debt with Real Estate investment? 1:03:05 – How can I invest for my 15-month old daughter?

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.