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Radical Personal Finance
1076-Friday Q&A: Second Citizenships, Finances for a 70-Year-Old, Asset Allocation, 2024 Taxes, etc.
1076-Friday Q&A: Second Citizenships, Finances for a 70-Year-Old, Asset Allocation, 2024 Taxes, etc.
Author
Joshua J. Sheats, MSFS, CFP, CLU, ChFC, CASL, RHU, REBC, CAP
Published
Fri 10 Jan 2025
Episode Link
https://sites.libsyn.com/46144/1076-friday-qa-second-citizenships-finances-for-a-70-year-old-asset-allocation-2024-taxes-etc
On today's Friday Q&A show we discuss:
1:35 Should I just pay for a second citizenship and get it done with?
7:44 How do I provide financial coaching for a 70-year-old widow?
24:50 How do I get on the same page re: asset allocation with my husband?
47:51 What can I do to save money on my 2024 taxes?
55:08 I'm going to church for the first time...what should I expect?
1:06:34 I live tax-free in Bermuda. How can I invest tax-free too?
Enjoy!
Join me on next week's Q&A show:
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www.radicalbooklist.com
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www.RPFacademy.com
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