Radical Personal Finance
Radical Personal Finance
Joshua Sheats
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
1 hour 47 minutes Posted Dec 5, 2014 at 3:24 pm.
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?
Kyle: How do I save money on taxes as a young, single physician resident?
Daniel: Is it ok for a young person to have a 100% stock allocation?
Greg: I have $2.5M, can I afford to retire?
John: How do I find a good team of advisors?
Tom: Could I take a loss on a house I transfer into an ESA and then get the gain out tax-free?
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Show notes
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
Links:
Last Pass
Password Gorilla
Save Taxes By Moving
Step Transaction Doctrine
Substance Over Form
Garrett Planning Network
XY Planning Network