623-Friday Q&A: Life Insurance, Protecting Money in Brokerage Accounts, Optimizing Taxes while Living in Bermuda, etc.

2:00 - Life insurance advice for a recently married husband
6:15 - How can I make a back-door Roth contribution without being subject to the pro rata rule?
11:35 - How can I protect the money in my taxable brokerage accounts?
20:50 - How can I optimize my tax situation as an expat living in Bermuda?
47:20 - I live in China and am returning to the USA. What should I do with my money?
50:25 - How should I balance paying off debt with real estate investment?
1:03:05 - How can I invest for my 15-month old daughter?

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622-Asset Protection Planning for Mere Mortals - Part 8 - Annuity Values and Annuity Payments Exemption Planning

In this episode of the Asset Protection Series, we do a deep-dive into annuities. Entry-level stuff at the beginning and some extra, hard-core bonuses at the end.

Joshua

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611-Q&A on Dollar Cost Averaging, Roth IRAs for children, Bitcoin as an Asset Protection Tool, Getting into the Financial Planning Industry

1:30-Should I dollar cost average into my Roth IRA or wait for a market downturn?

6:00-How can I get money to my child so they can make a Roth IRA contribution?

21:30-Can I do good asset protection by transferring all my money into a secret Bitcoin wallet that's kept completely offline?

34:00-Can I become a financial planner without pursuing it full-time?

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610-Friday Q&A: State Competition in Asset Protection Planning, Education, Financial Planning While Pregnant, Is Patreon a Good Funding Option, and More!

2:45 - If you move from one state to another, do you have to start all over with your asset protection plan?
15:30 - How frequently does a state change its laws that relate to asset protection planning?
21:30 - What is the interplay between Federal regulations and State regulations?
23:35 - Is a 403(b) protected the same as a 401(k)?
25:30 - How have Joshua’s views on education changed in the last four years?
36:30 - What specific inspirational resources would Joshua recommend on the topic of education?
43:20 - How do you set financial priorities when you’re expecting a baby?
51:15 - How do you plan when you have a highly fluctuating income?
1:00:15 - How do you balance having a stockpile of cash while looking at big personal lifestyle expenses?
1:04:35 - Is Patreon a good option to monetize your website?
1:24:00 - Should our company add a Health Savings Account or Christian Healthcare Sharing Ministry option to our health plan?

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602-Asset Protection Planning for Mere Mortals - Part 2 - The Morality and Legality of Asset Protection

In this episode of the podcast we tackle these two questions:

  • Is it legal to engage in asset protection planning?
  • Is it moral to engage in asset protection planning?

Short answer? Yes and yes. If that's enough for you, just skip listening to this episode. But if you'd like a bit more texture to the discussion, enjoy the podcast for a discussion of the legality and morality of asset protection planning.

Joshua

p.s., if you missed Part 1 of this series, start there.

 

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