Friday Q and A: Professional Trustees, Tax Saving for Resident Physicians, All Stock Asset Allocations, Can I Afford to Retire, How to Find a Good Financial Advisor, Funding an ESA With Real Estate RPF0113

Dec 5, 2014

It's Friday! That means a Q&A show for you. Today, I answer all of these questions.

Here are the questions and the time stamp for where each can be found in the episode.

Enjoy!

Joshua

1. 10:00 - Brandon: How do I convey our financial information to my executor if my wife and I die? Should I have my testamantery trust managed by a professional trustee?
2. 29:43 - Kyle: How do I save money on taxes as a young, single physician resident?
3. 54:01 - Daniel: Is it ok for a young person to have a 100% stock allocation?
4. 1:02:44 - Greg: I have $2.5M, can I afford to retire?
5. 1:10:44 - John: How do I find a good team of advisors?
6. 1:28:00 - Tom: Could I take a loss on a house I transfer into an ESA and then get the gain out tax-free?

Links:

• Last Pass
• Password Gorilla
• Save Taxes By Moving
• Step Transaction Doctrine
• Substance Over Form
• Garrett Planning Network
• XY Planning Network