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

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

1. 10:00 - 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?


2. 29:43 - Kyle: How do I save money on taxes as a young, single physician resident?


3. 54:01 - Daniel: Is it ok for a young person to have a 100% stock allocation?


4. 1:02:44 - Greg: I have $2.5M, can I afford to retire?


5. 1:10:44 - John: How do I find a good team of advisors?


6. 1:28:00 - Tom: Could I take a loss on a house I transfer into an ESA and then get the gain out tax-free?

Links:

• Last Pass


• Password Gorilla


• Save Taxes By Moving


• Step Transaction Doctrine


• Substance Over Form


• Garrett Planning Network


• XY Planning Network