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551-Friday Q&A: Am I Financially Independent, Should I Switch Life Insurance Agents, Should I Engage in Tax-Gain Harvesting

551-Friday Q&A: Am I Financially Independent, Should I Switch Life Insurance Agents, Should I Engage in Tax-Gain Harvesting

Radical Personal Finance · Joshua J. Sheats, MSFS, CFP, CLU, ChFC, CASL, RHU, REBC, CAP

June 1, 201842m 55s

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Show Notes

It's Friday! That means Q&A. Today, we cover:

  • Am I Financially Independent?
  • Should I Switch Life Insurance Agents?
  • Should I Sell Investments and Trigger a Taxable Gain?

Joshua