It’s Friday! That means a Q&A show for you. Today, I answer all of these questions.
Here are the questions and the time stamp for where each can be found in the episode.
Enjoy!
Joshua
- 10:00 – Brandon: How do I convey our financial information to my executor if my wife and I die? Should I have my testamantery trust managed by a professional trustee?
- 29:43 – Kyle: How do I save Money on taxes as a young, single physician resident?
- 54:01 – Daniel: Is it ok for a young person to have a 100% stock allocation?
- 1:02:44 – Greg: I have $2.5M, can I afford to retire?
- 1:10:44 – John: How do I find a good team of advisors?
- 1:28:00 – Tom: Could I take a loss on a house I transfer into an ESA and then get the gain out tax-free?
Links:
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.
