630-Friday Q&A: Whole Life Insurance, Walmart for Do-Gooders-of-The-Year, Asset Allocation in Retirement, Paying off Mortgages & More!
Radical Personal Finance · Joshua J. Sheats, MSFS, CFP, CLU, ChFC, CASL, RHU, REBC, CAP
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Show Notes
1:20 Should I change my whole life insurance policy because my income is going down? 18:40 Why do you think Walmart has done more good for poor people than any non-profit organization? 30:00 How should I adjust my asset allocation now that I'm retiring? 42:40 Should I pay off my mortgage on my retirement house? 49:15 Where should I keep my medium-term savings? 52:00 How can I include real estate in my Permanent Portfolio? 58:00 How can I invest in the people in my community? 1:05:00 Can I use a private foundation for my wealth planning?