What’s the point of budgeting? Today, I walk you through some of my personal budget categories and explain how they impact my spending decisions.
405 – The Health Insurance Series Part 6: HCSM Wrap-Up, Self-Insurance, Direct Primary Care/Concierge Care, Catastrophic Coverage, Dread Disease/Critical Illness Insurance, Doctors on Call
Today we discuss catastrophic protection, deductibility, HSA compliance, pre-existing conditions, self-insurance and more. Enjoy!
404 – The Health Insurane Series, Part 5: Health Care Sharing Ministries (this is how we pay for our health care costs in the Sheats family)
Today I tell you why we don’t have health insurance in my family and what we do instead! We continue our health insurance series today with a discussion of Christian Health Care Sharing Ministries.
As with most taxes, the Obamacare tax penalty is, in some ways, optional. In today’s show I teach you all of the ways that I know to escape it!
397 – The Health Insurance Series, Part 3: The Premium Tax Credit (PTC): What It Is, How It Works, and How to Maximize Your Cash From It
The Premium Tax Credit is for those with income between 100% and 400% of the Federal Poverty Level who buy health insurance via government-run marketplace.
395 – The Health Insurance Series, Part 2: Why I’m Opposed to Obamacare (And Will Probably Be Opposed to Trumpcare When It Comes Along)
Today, I share my thoughts on the Trump/Clinton election and connect it with a discussion of why I’m philosophically and morally opposed to Obamacare.
393 – The Health Insurance Series, Part 1: Your Health Is More Important Than Your Health Care or Health Insurance
Today we begin a journey through the wild world of health insurance, a topic that’s utterly frustrating to navigate and incredibly divisive in philosophy.
366 – Lessons Learned from Great Success and Great Failure in Multifamily Real Estate: Interview with Rod Khleif from the Lifetime Cashflow Podcast
Rod Khleif has owned over 2,000 houses and apartments. Today, we cover technical details of real estate as well as many very important life lessons.
364 – The Laws of Wealth: Psychology and the Secret to Investing Success: Interview with Author Daniel Crosby
My guest today is Daniel Crosby. Daniel is a behavioral economist and he has applied his expertise to the question of investing.
358 – Taxation of Disability Insurance, Can I Get Disability Payments for Pregnancy, Types of Policies Such as Business Overhead Expense Insurance, Disability Buy-Out Policies, Guaranteed Issue Plans, and More!
Today we round out the 4-part disability series with a wrap-up of key concepts, taxation of premiums, types of policies, pregnancy and audience Q&A.
357 – Taming the High Cost of College: Understanding the Landscape of College Tuition, Financial Aid, Loans, and Your Choices with Brad Baldridge
Today, I’ve invited Brad Baldridge on the show to discuss the college planning process. We cover topics including tuition, financial aid, loans and more.
354 – Disability Insurance: Benefit Amounts, Needs Analysis, Group vs. Individual, Definitions of Disability (Own Occ vs. Any Occ), Policy Provisions (Total Disability, Partial, etc.) and More!
Today we continue our disability insurance series and discuss benefit amounts, needs analysis, group vs. individual, definitions of “disability” and more!
352: Friday Q&A- Should I Purchase My Personal House in an LLC, How do I Know if My Life Insurance Agent is Advising the Right Amount
Should I purchase my personal house in an LLC? How do I know if my life insurance agent is advising the right amount of insurance to own? Find out!
346: Real Estate Entity Selection & Estate Planning (With a NYC Slant) – Interview with Real Estate and Estate Planning Attorney Jules Haas
Today I’ve invited Jules Haas, an attorney residing in downtown New York City, to talk real estate entity selection and estate planning. Enjoy!
345: “Cashing in Tax Free – Your Ultimate Guide to a Tax-Free Retirement Using 1031 Exchange and Delaware Statutory Trusts” Interview with Author Leslie Pappas
My guest is Leslie Pappas, an expert at using 1031 Exchanges and Delaware Statutory Trusts in a very specialized segment of the real estate industry.
344: How to Go From Broke to Comfortable With a Single Move! (And What is a Junior IRA?) – Interview with Mr. and Mrs. Groovy from FreedomIsGroovy.com
My guest on today’s show is Mr. Groovy who reached out to me and pitched me for some exposure for his idea of a Junior IRA.
339: Long-Term Disability vs Short-Term Disability, Benefit Period, Elimination Period, Noncancellable vs. Guaranteed Renewable Continuance Provisions
Today we continue our disability insurance series and discuss policy comparisons, benefit periods, elimination periods and continuance provisions. Enjoy!
If you could only choose one type of insurance to have, it should be disability insurance. In today’s show, I seek to persuade you to agree with me.
329: Boost Your Investment Returns with Marketplace Lending: Interview on Current Opportunities with Peter Renton, Founder of Lend Academy and the LendIt Conference
Peter Renton, today’s guest, is a front-seat commentator and active investor in the growing area of Marketplace lending (a.k.a. peer-to-peer lending).
328: Friday Q&A – The Language of Marginal Tax Deductions, Volunteering as an Income Tax Preparer for Low Income People, and Are Cash Value Life Insurance Policies a Good Place for an Emergency Fund
Today we discuss the language of marginal tax deductions, volunteering as an income tax preparer for low income people and more!