Mon, 18 February 2019
627-Asset Protection Planning for Mere Mortals - Part 9 - Health and Education Account Exemption Planning
Today, we continue the Asset Protection series with an in-depth look at health and education accounts. Specifically, we cover:
Direct download: RPF0627-Asset_Protection_Planning_for_Mere_Mortals_-_Part_9_-_Health_and_Education_Account_Exemption_Planning.mp3
Category:podcast -- posted at: 11:12am MST
Fri, 15 February 2019
626-Friday Q&A: Capitalism vs. Communism, Umbrella Liability Insurance, Buying a House While in Debt, etc.
1:45 - Is it moral to support the current capitalist system of economics?
32:20 - How can I figure out how much umbrella liability insurance to purchase?
39:00 - Does having a higher umbrella liability insurance policy make you the target of a lawsuit?
46:05 - I want to buy a house but I'm in the middle of paying off debt (on Dave Ramsey's Baby Steps plan). Should I pay off the debt first?
Fri, 8 February 2019
625-Friday Q&A: Maximizing Business Value for a Sale, Preparing for a Meeting with an Estate Attorney, and More!
1:00 - Should I roll my 401(k) over to my new job or into an IRA?
11:30 - How should I prepare for a meeting with an estate planning attorney?
17:55 - How should I decide to indulge myself with a luxury expense?
35:45 - Life insurance advice for a newlywed couple.
48:05 - How can I maximize the value of my business for sale?
Mon, 4 February 2019
The future will be one of the following:
Direct download: RPF0624-The_5_Possible_Future_Scenarios_from_Fantastic_to_Catastrophic_and_How_to_Plan_for_Them.mp3
Category:podcast -- posted at: 3:08pm MST
Fri, 1 February 2019
623-Friday Q&A: Life Insurance, Protecting Money in Brokerage Accounts, Optimizing Taxes while Living in Bermuda, etc.
2:00 - Life insurance advice for a recently married husband