999: Friday Q&A: Financial Privacy, UTMA Accounts, Business Curriculum, Company Stock, Family-Owned Business, etc. episode artwork

EPISODE · Mar 1, 2024 · 2H 3M

999: Friday Q&A: Financial Privacy, UTMA Accounts, Business Curriculum, Company Stock, Family-Owned Business, etc.

from Radical Personal Finance

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.

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999: Friday Q&A: Financial Privacy, UTMA Accounts, Business Curriculum, Company Stock, Family-Owned Business, etc.

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