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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.

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Manage episode 460482079 series 3563063
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!

  continue reading

1172 episodes

Artwork
iconShare
 
Manage episode 460482079 series 3563063
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!

  continue reading

1172 episodes

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