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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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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616-If Missing One Paycheck is a Problem For You, You're Behaving Stupidly
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2019-01-09
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615-How to Find an Excellent Wife: The Preparation
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2019-01-08
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614-End-of-The-Year Encouragement
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2018-12-21
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613-A Useful Question to Help You Get Better Advice from Experts
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2018-12-19
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612-Q&A: Pay Off Debt or Invest, 529 Plan Optimization, Financial Planning Fees, Tax Issues, College Planning
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2018-12-18
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611-Q&A on Dollar Cost Averaging, Roth IRAs for children, Bitcoin as an Asset Protection Tool, Getting into the Financial Planning Industry
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2018-12-17
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610-Friday Q&A: State Competition in Asset Protection Planning, Education, Financial Planning While Pregnant, Is Patreon a Good Funding Option, and More!
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2018-12-14
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609-Asset Protection Planning for Mere Mortals - Part 7 - Life Insurance Exemption Planning
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2018-12-13
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608-Asset Protection Planning for Mere Mortals - Part 6 - Retirement Account Exemption Planning
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2018-12-10
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607-The Only 3 Legitimate Reasons to Buy an RV (that I can come up with)
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2018-12-06
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606-Asset Protection Planning for Mere Mortals - Part 5 - Homestead Exemption Planning
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2018-12-03
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