1. Friday Q&A: Why You Should Maximize Tax-Deferred Plans, UTMA Accounts, Dividends on Whole Life, Asset Allocation, Business, etc! Joshua Sheats 2:11:59

On today’s Friday Q&A show we cover: 

  • Should I really maximize my investments into tax-deferred plans?
  • 15:38 What do I need to do with the UTMA account I have for my children?
  • 25:25 Why did my dividend disappear from my whole life policy?
  • 46:02 How do I learn about asset allocation?
  • 1:02:24 How do I size and structure my children’s life insurance policies?
  • 1:21:15 Should I start a business while having young children?
  • 1:35:00 How can I teach my non-reading children a foreign language?
  • 1:54:20 Hw do I figure out if I entrepreneurship is right for me?
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.