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625-Friday Q&A: Maximizing Business Value for a Sale, Preparing for a Meeting with an Estate Attorney, and More!

625-Friday Q&A: Maximizing Business Value for a Sale, Preparing for a Meeting with an Estate Attorney, and More!

FromRadical Personal Finance


625-Friday Q&A: Maximizing Business Value for a Sale, Preparing for a Meeting with an Estate Attorney, and More!

FromRadical Personal Finance

ratings:
Length:
59 minutes
Released:
Feb 8, 2019
Format:
Podcast episode

Description

1:00 - Should I roll my 401(k) over to my new job or into an IRA? 11:30 - How should I prepare for a meeting with an estate planning attorney? 17:55 - How should I decide to indulge myself with a luxury expense? 35:45 - Life insurance advice for a newlywed couple. 48:05 - How can I maximize the value of my business for sale?
Released:
Feb 8, 2019
Format:
Podcast episode

Titles in the series (100)

Joshua J Sheats, MSFS, CLU, ChFC, CASL, CAP, RHU, REBC is a financial planner who teaches people how to live a rich life now while building a plan for financial freedom in 10 years or less. He mixes creative approaches to lifestyle design, deep-dive financial planning techniques, and hard-core business strategy to equip you with the knowledge and inspiration you need to build financial independence.