May 29, 2015
Q&A today and I handle these four questions!
- Does tax-loss harvesting really offer the kind of benefit that companies like Wealthfront, Betterment, Personal Capital, et al claim? And can a person do it on their own without relying on a firm to do it for them?
- Thought you should know something I recently found...
May 28, 2015
One of my goals for Radical Personal Finance is to bring more transparency to the world of professional finance. Today, I'm glad to shine the light on the life insurance industry.
I've invited a friend of mine onto the show to discuss his 30-year career as a life insurance broker.
Todd Simpson CLU®, ChFC® is a veteran...
May 27, 2015
Many of find ourselves in a situation where we are concerned about the financial well-being of our parents. Obviously, we'd like to help, if possible.
But, this is rarely easy. There are many, many challenges that can emerge. In essence, to truly answer these questions you'd not only have to have all of the skills of a...
May 26, 2015
My guest today is a author named Matthew Bracken. Matthew is a sailor, writer, and former Navy Seal. He's the author of four novels (all of which I've thoroughly enjoyed.)
Most importantly for our purposes, he is an expert on the topic of achieving a lifestyle of freedom through sailing.
He wrote an excellent essay...
201-Friday Q&A: My Parents Just Bought an Annuity...How Do I Help and How To Invest An Extra $20,000
May 22, 2015
Q&A show today and I answer these two questions for you:
- Joshua, My parents just moved to Florida last year and got wooed by an advisor that bought them dinner, gave them a free round of golf, etc. and now they're in an annuity and I can't figure out how badly they are getting screwed (not because there's...