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901: Friday Q&A: Why You Should Maximize Tax-Deferred Plans, UTMA Accounts, Dividends on Whole Life, Asset Allocation, Business, Etc.
Episode 901

901: Friday Q&A: Why You Should Maximize Tax-Deferred Plans, UTMA Accounts, Dividends on Whole Life, Asset Allocation, Business, Etc.

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

December 5, 20222h 11m

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Show Notes

On today's Friday Q&A show we cover:

  • Should I really maximize my investments into tax-deferred plans?
  • 15:38 What do I need to do with the UTMA account I have for my children?
  • 25:25 Why did my dividend disappear from my whole life policy?
  • 46:02 How do I learn about asset allocation?
  • 1:02:24 How do I size and structure my children's life insurance policies?
  • 1:21:15 Should I start a business while having young children?
  • 1:35:00 How can I teach my non-reading children a foreign language?
  • 1:54:20 How do I figure out if entrepreneurship is right for me?
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