Episode 635
635-Friday Q&A: Moving From NY to FL to Cut Taxes, Life Insurance at Work, Investment Philosophy, 529 Plans
Radical Personal Finance · Joshua J. Sheats, MSFS, CFP, CLU, ChFC, CASL, RHU, REBC, CAP
April 5, 20191h 1m
Audio is streamed directly from the publisher (pdcn.co) as published in their RSS feed. Play Podcasts does not host this file. Rights-holders can request removal through the copyright & takedown page.
Show Notes
On Fridays we do Q&A! Today:
1:20 How can I effectively move from New York to Florida in order to end my tax residency? 17:20 What should I do with the life insurance I'm offered at work? 23:00 How do you advise someone to develop an overarching investment philosophy? 48:05 Should I put money into a 529 plan for my not-yet-conceived children?
If you'd like to join me next week, go here: www.patreon.com/radicalpersonalfinance
Joshua