Named the Best Personal Finance Podcast by Bankrate.com and Kiplinger, The Stacking Benjamins Show features a light and friendly tone. Hosts Joe Saul-Sehy and OG aim to make financial literacy fun for all as they sit around the card table in Joe's Mom's half-finished basement and talk with experts about personal finance, saving, investing, and important money trends. As Fast Company once wrote, the Stacking Benjamins podcast "strikes a great balance of fun and functional." So join Joe and OG ...
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Content provided by Joshua J. Sheats, MSFS, CFP, CLU, ChFC, CASL, RHU, REBC, CAP and Joshua Sheats. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Joshua J. Sheats, MSFS, CFP, CLU, ChFC, CASL, RHU, REBC, CAP and Joshua Sheats or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
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1076-Friday Q&A: Second Citizenships, Finances for a 70-Year-Old, Asset Allocation, 2024 Taxes, etc.
MP3•Episode home
Manage episode 460455431 series 45578
Content provided by Joshua J. Sheats, MSFS, CFP, CLU, ChFC, CASL, RHU, REBC, CAP and Joshua Sheats. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Joshua J. Sheats, MSFS, CFP, CLU, ChFC, CASL, RHU, REBC, CAP and Joshua Sheats or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
On 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...what should I expect?
- 1:06:34 I live tax-free in Bermuda. How can I invest tax-free too?
Enjoy!
- Join me on next week's Q&A show: www.patreon.com/radicalpersonalfinance
- Get my Recommended Reading List here: www.radicalbooklist.com
- Make 2025 your best year ever: www.RPFacademy.com
1205 episodes
1076-Friday Q&A: Second Citizenships, Finances for a 70-Year-Old, Asset Allocation, 2024 Taxes, etc.
MP3•Episode home
Manage episode 460455431 series 45578
Content provided by Joshua J. Sheats, MSFS, CFP, CLU, ChFC, CASL, RHU, REBC, CAP and Joshua Sheats. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Joshua J. Sheats, MSFS, CFP, CLU, ChFC, CASL, RHU, REBC, CAP and Joshua Sheats or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
On 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...what should I expect?
- 1:06:34 I live tax-free in Bermuda. How can I invest tax-free too?
Enjoy!
- Join me on next week's Q&A show: www.patreon.com/radicalpersonalfinance
- Get my Recommended Reading List here: www.radicalbooklist.com
- Make 2025 your best year ever: www.RPFacademy.com
1205 episodes
All episodes
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