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Sep 29, 2017

On Friday's, we do Q&A for our Patrons! Today, we cover:

  • Should I Use a Whole Life Insurance Policy as My Retirement Bridge?
  • Should I Concentrate All of My Investment Accounts With One Manager?

Joshua

  • I forgot to mention at the end of the discussion...if you sign up for a free Personal Capital account with this link,...


Sep 28, 2017

I feel like I owe it to you to keep you semi-current on the state of tax policy in the USA. But, it's too early to have any serious details about the current Republican proposals.

I thought instead we could have a useful philosophical discussion about taxation. My challenge to you today is to answer these questions, for...


Sep 25, 2017

Today's question involves a generous financial gift from an in-law. How should this listener handle it to make sure it's a blessing and not a curse?

Joshua


Sep 22, 2017

I'm just wrapping up a week and I've been off the mic for all of it due to being sick.

Wanted to share with you a short motivational monologue to encourage you to keep pressing forward in the challenges you're facing today.

This too shall pass.

Joshua


Sep 20, 2017

I've been sick most of the past week and am especially struggling with my throat/voice. When Joshua no speak, RPF no happen. (And of course that's a good reminder of the value of disability planning!)

So, in light of the Equifax breach, I'll issue this replay for you. If you skipped this episode when it originally aired...