Radical Personal Finance: Financial Independence, Early Retirement, Investing, Insurance, Financial Planning   /     Friday Q&A: Financial Privacy, UTMA Accounts, Business Curriculum, Company Stock, Family-Owned Business, etc.

Subtitle
On today's Q&A podcast we discuss: 1:43 If we try to keep financial privacy about our affairs, won't we miss out on some very valuable financial conversations? 20:02 I have UTMA accounts for my children. Is that a problem? 25:39 Should we...
Duration
02:03:27
Publishing date
2024-03-01 22:10
Link
https://sites.libsyn.com/46144/999-friday-qa-financial-privacy-utma-accounts-business-curriculum-company-stock-family-owned-business-etc
Contributors
Enclosures
https://pdcn.co/e/chrt.fm/track/8F1FGE/dts.podtrac.com/redirect.mp3/traffic.libsyn.com/secure/radicalpersonalfinance/2024-03-01_Friday_QA.mp3?dest-id=152630
audio/mpeg

Shownotes

On today's Q&A podcast we discuss:

  • 1:43 If we try to keep financial privacy about our affairs, won't we miss out on some very valuable financial conversations?
  • 20:02 I have UTMA accounts for my children. Is that a problem?
  • 25:39 Should we incorporate a business curriculum into our homeschool curriculum?
  • 41:41 How do we handle excessive children's growth opportunitites like gymnastics?
  • 46:50 How do I figure out how much company stock to keep vs. sell?
  • 53:58 How do I choose a high-quality charity to leave as the benificiary of my trust?
  • 1:05:05 How do I do a business valuation for a family-owned bar?
  • 1:16:42 How do I affect the behavior of my distracted homeschooler?
  • 1:40:31 How do I choose what services to outsource?
  • 1:46:50 Biographies Joshua is reading and discussion on the future of family wealth planning.