Joshua J Sheats, MSFS, CFP, CLU, ChFC, CASL, CAP, RHU, REBC is a financial planner who teaches people how to live a rich life now while building a plan for financial freedom in 10 years or less. He mixes creative approaches to lifestyle design, deep-dive financial planning techniques, and hard-core business strategy to equip you with the knowledge and inspiration you need to build financial independence.
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635-Friday Q&A: Moving From NY to FL to Cut Taxes, Life Insurance at Work, Investment Philosophy, 529 Plans
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2019-04-05
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634-The Case for Moving Outside of the United States
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2019-04-03
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633-The Case for Moving to a No-Income-Tax State
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2019-04-01
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632-Asset Protection Planning for Mere Mortals - Part 10 - Personal Property Exemption Planning
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2019-03-25
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631-Individual Solutions Can Lead to Success and Happiness; Collective Solutions Lead to Frustration and Misery
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2019-03-21
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630-Friday Q&A: Whole Life Insurance, Walmart for Do-Gooders-of-The-Year, Asset Allocation in Retirement, Paying off Mortgages & More!
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2019-03-08
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629-[In-Depth Version] Federal Debt: The Ticking Bomb that No One is Willing to Defuse
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2019-03-07
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628-Federal Debt: The Ticking Bomb that No One is Willing to Defuse
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2019-03-06
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627-Asset Protection Planning for Mere Mortals - Part 9 - Health and Education Account Exemption Planning
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2019-02-18
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626-Friday Q&A: Capitalism vs. Communism, Umbrella Liability Insurance, Buying a House While in Debt, etc.
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2019-02-15
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625-Friday Q&A: Maximizing Business Value for a Sale, Preparing for a Meeting with an Estate Attorney, and More!
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2019-02-08
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624-The 5 Possible Future Scenarios (from Fantastic to Catastrophic) and How to Plan for Them
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2019-02-04
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623-Friday Q&A: Life Insurance, Protecting Money in Brokerage Accounts, Optimizing Taxes while Living in Bermuda, etc.
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2019-02-01
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622-Asset Protection Planning for Mere Mortals - Part 8 - Annuity Values and Annuity Payments Exemption Planning
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2019-01-30
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621-Friday Q&A: Investing in Distressed Mortgage Notes, CFA Credential, Roth 401(k) vs. Traditional, Privacy vs. Functionality
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2019-01-25
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Out & About: Interview for "In The Rabbit Hole" Podcast
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2019-01-22
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620-Friday Q&A: Financial Planning for Newlyweds, 401(k)s Without a Match, 529 vs. Roth IRA for College Education
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2019-01-20
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619-Empathy and Personal Responsibility When Living Paycheck-to-Paycheck: Interview with the Cheap Bohemian
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2019-01-17
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618-Reflections on the State of the USA From Two Travelers
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2019-01-15
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617-Friday Q&A: Giving Money to Poor People, Contributing My Salary to my Wife's 401(k), Protecting Investment Accounts, Buying Term Life Insurance while FI, etc!
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2019-01-11
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