All Episodes

January 10, 2025 83 mins

On today's Friday Q&A show we discuss:

  • 1:35 Should I just pay for a second citizenship and get it done with?
  • 7:44 How do I provide financial coaching for a 70-year-old widow?
  • 24:50 How do I get on the same page re: asset allocation with my husband?
  • 47:51 What can I do to save money on my 2024 taxes?
  • 55:08 I'm going to church for the first time...what should I expect?
  • 1:06:34 I live tax-free in Bermuda. How can I invest tax-free too?

Enjoy!

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