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.
…
continue reading

1
Kitces and Carl - Real Talk for Real Financial Advisors
Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP
A no-holds barred conversation for Real Financial Advisors with industry nerd Michael Kitces and client communication expert Carl Richards. One draws with a Sharpie, the other nerds out with spreadsheets, and both provide you with unique perspectives so that you can more effectively communicate with and serve your clients, run a more fulfilling practice, and maintain a healthier lifestyle.
…
continue reading
The Ignite Your Business® Podcast presented by GREENCREST is a resource for business owners, entrepreneurs, CEOs and other central Ohio business leaders to exchange ideas and learn from interviews with other highly respected business professionals. The subject matter includes an in-depth look at a multitude of business topics, including leadership, management, marketing and company culture. Join us and Ignite Your Business℠!
…
continue reading
Join us on our Adventure Through The Skies as we, Far Isle Pilot and Flying Cookie, discuss all things Microsoft Flight Simulator. From Addons and Updates, to its future development and the technology that will make it happen, discover the perfect mix of insight and entertainment, while flying over the world's most exotic and scenic locations. We fly every Thursday (UTC/7PM EST), streaming live on Twitch (twitch.tv/flyingcookie6508) with voice chat on the official Microsoft Flight Simulator ...
…
continue reading

1
1092-Money in Mating: Women SHOULD Care About How Much Money a Man Earns
56:41
56:41
Play later
Play later
Lists
Like
Liked
56:41If you'd like to increase your earning ability, join my Academy to learn how to increase it 10x in 10 years! https://RPFAcademy.com
…
continue reading

1
1091-It's Not Too Late For You To Build Financial Security
19:28
19:28
Play later
Play later
Lists
Like
Liked
19:28Join me September 17-20 in Kuala Lumpur for the world's #1 internationalization event: www.NomadCapitalist.com/live
…
continue reading

1
Avoiding Staff Management Duties You Don't Want By Paying A Virtual Assistant For Only What You Need: Kitces & Carl Ep 162
33:09
33:09
Play later
Play later
Lists
Like
Liked
33:09In our 162nd episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss how a virtual assistant can support management responsibilities—and how to identify what tasks are worth delegating in the first place. For full show notes, see kitces.com and thesocietyofadvice.com.…
…
continue reading

1
1090-Live From Radical Family Camp 2025! (Q&A)
1:13:01
1:13:01
Play later
Play later
Lists
Like
Liked
1:13:01Come join me at Nomad Capitalist Live September 17-20 in Kuala Lumpur: www.NomadCapitalist.com/live
…
continue reading
…
continue reading

1
How Valuable Is Getting Feedback About Your Original Business Ideas (That Others May Not Get Anyway)?: Kitces & Carl Ep 161
39:38
39:38
Play later
Play later
Lists
Like
Liked
39:38In our 161st episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss how they navigate others' opinions on their projects—and the strategies they use to invite feedback in the first place. For full show notes, see kitces.com and thesocietyofadvice.com.
…
continue reading

1
1088-Friday Q&A: Financial Inflation, Lifestyle Inflation, Family Business, Saving for a New Grandchild
1:12:27
1:12:27
Play later
Play later
Lists
Like
Liked
1:12:271:00 How do I protect myself from inflation risks, both financial and lifestyle? 25:00 How do I get my life under control with children? 50:00 How can I move from a career in sales to a multi-generational family business? 59:00 How can Grandparents save for a new grandchild?
…
continue reading

1
Calming Clients With Anxiety About Trump Tariffs And Trade Wars: Kitces & Carl Ep 160
44:27
44:27
Play later
Play later
Lists
Like
Liked
44:27In our 160th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss what advisors can do to keep clients from panicking—and making poor financial decisions—during market volatility. For full show notes, see kitces.com and thesocietyofadvice.com.
…
continue reading

1
1087-Let's Not Normalize Government Crypto Scams
25:15
25:15
Play later
Play later
Lists
Like
Liked
25:15
…
continue reading

1
1086-Building a Family That Works Together and Stays Together and Builds Wealth Together: Interview with Gregory Treat
1:32:58
1:32:58
Play later
Play later
Lists
Like
Liked
1:32:58Interview with Gregory Treat. Greg's website: www.avaloncircle.com
…
continue reading

1
I’m NOT Dead—But Here’s My Encouragement For You From My Sick Bed Today
13:48
13:48
Play later
Play later
Lists
Like
Liked
13:48
…
continue reading

1
When You Promised Early Clients Special Fees Or Minimums You Can No Longer Honor: Kitces & Carl Ep 159
30:25
30:25
Play later
Play later
Lists
Like
Liked
30:25In our 159th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss what to do when your original fees no longer make financial sense—but you promised to honor them for some clients. For full show notes, see kitces.com and thesocietyofadvice.com.
…
continue reading

1
1084-The Common Factors of High Wage Jobs
59:46
59:46
Play later
Play later
Lists
Like
Liked
59:46For more, join us at www.RPFAcademy.com
…
continue reading

1
1083-Why Boomer Advice Still Works in a Zoomer World
35:06
35:06
Play later
Play later
Lists
Like
Liked
35:063 cabins left for Radical Family Camp! www.RadicalFamilyCamp.com
…
continue reading

1
Should Prospects Be Allowed To Move Forward If They Don't Want To Think It Over First?: Kitces & Carl Ep 158
34:52
34:52
Play later
Play later
Lists
Like
Liked
34:52In our 158th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss the reasoning behind not allowing clients—even excited ones—to sign up the day of their first meeting. For full show notes, see kitces.com and thesocietyofadvice.com.
…
continue reading

1
1082-Invest Without Wall Street and Build Your Community: Interview with Tim Yarbrough
1:01:13
1:01:13
Play later
Play later
Lists
Like
Liked
1:01:13Tim Yarbrugh is one of our Keynote Speakers at Radical Family Camp 2025. Buy your tickets now before they're gone! www.RadicalFamilyCamp.com
…
continue reading

1
1081-Will DOGE Save Us All From US Government Default?
34:41
34:41
Play later
Play later
Lists
Like
Liked
34:41Radical Family Camp 2025 is 58% sold out now. Get your tickets before they're all gone! www.RadicalFamilyCamp.com
…
continue reading

1
Buy Your Tickets Now for RPF Family Camp 2025!
23:02
23:02
Play later
Play later
Lists
Like
Liked
23:02Buy your tickets for Family Camp 2025 today at www.RadicalFamilyCamp.com
…
continue reading

1
Reducing The Fears Of Prospective Clients By Communicating Clear Expectations Before The First Meeting: Kitces & Carl Ep 157
31:31
31:31
Play later
Play later
Lists
Like
Liked
31:31In our 157th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss tactics for reducing the worry that can arise for people when meeting with a financial advisor for the first time. For full show notes, see kitces.com and thesocietyofadvice.com.
…
continue reading

1
1080-Private Schools are a Complete Waste of Money Compared To This Alternative
22:30
22:30
Play later
Play later
Lists
Like
Liked
22:30www.RPFacademy.com
…
continue reading

1
How Are You Getting Value Out Of ChatGPT As A Financial Advisor?: Kitces & Carl Ep 156
30:12
30:12
Play later
Play later
Lists
Like
Liked
30:12In our 156th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss how they're using ChatGPT in their own work and share their thoughts on the future of AI in financial advising. For full show notes, see kitces.com and thesocietyofadvice.com.
…
continue reading

1
1079-My Thoughts on the Birthright Citizenship Executive Order and Situation
42:53
42:53
Play later
Play later
Lists
Like
Liked
42:53Join me and make 2025 your most profitable ever! www.RPFacademy.com
…
continue reading

1
1078-Friday Q&A: Business Skills, Productive Vacations, Radical Consistency, Appreciating What You Have
1:00:25
1:00:25
Play later
Play later
Lists
Like
Liked
1:00:25On today's Friday Q&A show we discuss: 1:46 How should I teach business skills to an associate? 11:06 Teaching Spanish to children 13:55 Productive travel vacations 31:33 The power of Radical Consistency 43:28 Living in the present and appreciating what you have 51:22 Suggestions on investing tax-free for Bermuda residents To join me next week, go …
…
continue reading

1
1077-How to Make Good Decisions: A Framework
41:19
41:19
Play later
Play later
Lists
Like
Liked
41:19Make 2025 your best year ever: www.RPFacademy.com
…
continue reading

1
1076-Friday Q&A: Second Citizenships, Finances for a 70-Year-Old, Asset Allocation, 2024 Taxes, etc.
1:23:03
1:23:03
Play later
Play later
Lists
Like
Liked
1:23:03On today's Friday Q&A show we discuss: 1:35 Should I just pay for a second citizenship and get it done with? 7:44 How do I provide financial coaching for a 70-year-old widow? 24:50 How do I get on the same page re: asset allocation with my husband? 47:51 What can I do to save money on my 2024 taxes? 55:08 I'm going to church for the first time...wh…
…
continue reading

1
How Do You Know When You Are Adding Value Versus Just Trying To Justify Your Fees?: Kitces & Carl Ep 155
37:08
37:08
Play later
Play later
Lists
Like
Liked
37:08In our 155th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss a common pitfall among advisors, and what you should consider to make sure you're actually adding value—not just wasting time. For full show notes, see kitces.com and thesocietyofadvice.com.
…
continue reading

1
1075-A Billion Dollar Exit Doesn't Lead to Automatic Happiness
22:40
22:40
Play later
Play later
Lists
Like
Liked
22:40https://vinay.sh/i-am-rich-and-have-no-idea-what-to-do-with-my-life/
…
continue reading

1
The Limits Where Technology Can't Scale Financial Planning Advice: Kitces & Carl Ep 154
32:49
32:49
Play later
Play later
Lists
Like
Liked
32:49In our 154th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss technology and AI's role in the future of financial advice. For full show notes, see kitces.com and thesocietyofadvice.com.
…
continue reading

1
Evaluating The Tradeoffs That Come With Retaining 'Legacy' Clients: Kitces & Carl Ep 153
36:12
36:12
Play later
Play later
Lists
Like
Liked
36:12In our 153rd episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss what to do when legacy clients start to hurt profitability down the line. For full show notes, see kitces.com and thesocietyofadvice.com.
…
continue reading

1
1074-Why You Should Use Apple or Google Pay Instead of a Physical Credit Card
22:47
22:47
Play later
Play later
Lists
Like
Liked
22:47Learn this and many more useful tricks in the RPF Academy: www.RPFacademy.com.
…
continue reading