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March 1st, 2024

999: Friday Q&A: Financial Privacy, UTMA Accounts, Business Curriculum, Company Stock, Family-Owned Business, etc.

  1. 999: Friday Q&A: Financial Privacy, UTMA Accounts, Business Curriculum, Company Stock, Family-Owned Business, etc. Joshua Sheats 2:03:27

On today’s Q&A podcast we discuss:

  • 1:43 If we try to keep financial privacy about our affairs, won’t we miss out on some very valuable financial conversations?
  • 20:02 I have UTMA accounts for my children. Is that a problem?
  • 25:39 Should we incorporate a business curriculum into our homeschool curriculum?
  • 41:41 How do we handle excessive children’s growth opportunitites like gymnastics?
  • 46:50 How do I figure out how much company stock to keep vs. sell?
  • 53:58 How do I choose a high-quality charity to leave as the benificiary of my trust?
  • 1:05:05 How do I do a business valuation for a family-owned bar?
  • 1:16:42 How do I affect the behavior of my distracted homeschooler?
  • 1:40:31 How do I choose what services to outsource?
  • 1:46:50 Biographies Joshua is reading and discussion on the future of family wealth planning.
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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