Podcasts Business Investing Radical Personal Finance Friday Q and A: Professional Trustees, Tax Saving for Resident Physicians, All Stock Asset Allocations, Can I Afford to Retire, How to Find a Good Financial Advisor, Funding an ESA With Real Estate RPF0113

Friday Q and A: Professional Trustees, Tax Saving for Resident Physicians, All Stock Asset Allocations, Can I Afford to Retire, How to Find a Good Financial Advisor, Funding an ESA With Real Estate RPF0113

Published: Dec. 5, 2014, 11:24 p.m.

It's Friday! That means a Q&A show for you. Today, I answer all of these questions.

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Here are the questions\xa0and the time stamp for where each\xa0can be found in the episode.

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Enjoy!

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Joshua

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  1. 10:00 - Brandon: How do I convey our financial\xa0information to my executor if my wife and I die? Should I have my testamantery trust managed by a\xa0professional trustee?
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  2. 29:43 - Kyle: How do I save money on taxes as a young, single physician resident?
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  3. 54:01 - Daniel: Is it ok for a young person to have a 100% stock allocation?
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  4. 1:02:44 - Greg: I have $2.5M, can I afford to retire?
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  5. 1:10:44 - John: How do I find a good team of advisors?
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  6. 1:28:00 - Tom: Could I take a loss on a house I transfer into an ESA and then get the gain out tax-free?
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Links:

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