Friday Q&A: Inherited Real Estate Taxes, Placeholder Annuities, Teaching Children about Money, etc.

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By Joshua J. Sheats, MSFS, CFP, CLU, ChFC, CASL, CAP, RHU, REBC: CERTIFIED FINANCIAL PLANNER, Advisor, and Joshua Sheats. Discovered by Player FM and our community — copyright is owned by the publisher, not Player FM, and audio is streamed directly from their servers. Hit the Subscribe button to track updates in Player FM, or paste the feed URL into other podcast apps.

It's Friday! Today we tackle:

  • 1:30 Tax issues on inherited real estate + a healthy retirement

  • 19:40 Should I buy a placeholder annuity so I get today’s mortality rates?

  • 33:27 What opinions on teaching children about money has Joshua changed over the years?

  • 47:00 Should I build a business in financial coaching?

  • 1:16:45 I want to get into financial planning; what should I do?

  • 1:39:42 I got denied for a credit card offer; what do I do next?

I've recently begun offering financial consulting again. You can book an appointment here: https://radicalpersonalfinance.com/consult

If you'd like to join me on next week's Q&A call, join me at https://patreon.com/RadicalPersonalFinance

840 episodes