Episode 1076
1076-Friday Q&A: Second Citizenships, Finances for a 70-Year-Old, Asset Allocation, 2024 Taxes, etc.
Radical Personal Finance · Joshua J. Sheats, MSFS, CFP, CLU, ChFC, CASL, RHU, REBC, CAP
January 10, 20251h 23m
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Show Notes
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!
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