653-How Tax Rule Changes Can Sink Your Financial Plan (Discussion of H.R. 1994: the SECURE act)

Uncategorized Jul 15, 2019

There is an important piece of legislation that has passed the House of Representatives and is being considered in the Senate. It's technically known as H.R. 1994 "Setting Every Community Up for Retirement Enhancement Act of 2019."

It has some changes that are potentially helpful to you; and some that may destroy the value of your qualified accounts.

Joshua

Continue Reading...

652-Cost of Living vs. Quality of Life (with an international flair)

Uncategorized Jul 10, 2019

How do you balance the Costs of Living with your Quality of Life when you're thinking about moving out of your home country?

Let's discuss!

Joshua

Continue Reading...

651-Can You Invest Better Than a Hedge Fund Manager?

Uncategorized Jul 05, 2019

In order to build wealth over your lifetime you need to #InvestWisely. But, how? How do you do it? What should you invest in?

Today, we discuss that question with an active hedge fund manager named John Medford. He and his team manage a large fund with an impressive record.

And, in this episode, we discuss why you probably shouldn't bother to try competing with him.

Joshua

Continue Reading...

650-The Case for Pop-Up Campers

Uncategorized Jul 01, 2019

I think a pop up tent camper is an ideal compromise for family vacation travel.

In this show, I tell you why.

Joshua

Continue Reading...

649-Friday Q&A: Fiscal Future of the USA, Financial Coaching, International Living, Dividend Investing, Morality of Investing, Quitting my Job, etc.

Uncategorized Jun 28, 2019

1:30 What is the fiscal future of the USA in light of the Democratic candidates' debate this week?

19:12 How could I do financial coaching for the not-yet-wealthy?

35:20 What are the benefits of international living?

41:15 Should I be a dividend investor or index fund investor? And how can I simultaneously be a moral investor?

1:15:45 Should I quit my job because I can?

1:33:30 How could I invest differently than just real estate and mutual funds?

Continue Reading...

648-Friday Q&A: Sell Crypto to Pay Debt, Adjust Investments for Economic Uncertainty, Adjusting Finances for Divorce, Birth Tourism, Living Abroad, Etc.

Uncategorized Jun 21, 2019

Friday Q&A today!

  • 1:54 Should I sell my cryptocurrency to pay off my IRS debt?
  • 10:30 How should I readjust my investments to plan for future economic uncertainty?
  • 26:09 How should I think through my finances in the midst of possible divorce?
  • 59:46 What do I need to do with my US-based investments while I move to Spain?
  • 1:08:00 My wife and I are having a baby and are interested in birth tourism. How should we analyze the possibilities?

Enjoy!

Joshua

Continue Reading...

647-Asset Protection Planning for Mere Mortals - Part 12 - Intelligent Asset Titling

Uncategorized Jun 20, 2019

If you care about asset protection planning, there's hardly any reason for you to own an asset in your own name. So, you'll have to get used to titling asset in slightly different ways.

Today, I teach you why and how.

Joshua

Continue Reading...

646-How to Travel the World On The Cheap

Uncategorized Jun 17, 2019

When I ask people about their goals, about 80% of people tell me they want to travel when they retire. And yet, very few people actually follow through and travel!

Why?

Of course there could be many reasons. But if the cost of traveling is keeping you at home, I want to help you.

In today's show, I'll share with you some ideas and strategies to travel the world on the cheap.

Enjoy!

Joshua

Continue Reading...

645-The Power of Choosing Not to Retire

In today's show, I'm going to teach you how an average guy can build a $165,000,000 estate by choosing not to retire. And I'll tell you a bunch of reasons why that would be great for you to plan for (even though you're simultaneously working towards financial independence in 10 years or less).

Enjoy!

Joshua

Continue Reading...

644-Who Do You Want to Remember You and What Do You Want to Be Remembered For?

This is one of the most important questions you can think about. And don't be scared to change your answers as you learn and grow.

Joshua

Continue Reading...
Close

50% Complete

Two Step

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.