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

It's Friday! That means a Q&A show for you. Today, I answer all of these questions. Here are the questions and the time stamp for where each can be found in the episode. Enjoy! Joshua 10:00 - Brandon: How do I convey our financial information to my executor if my wife and I die? Should I have my testamantery trust managed by a professional trustee? 29:43 - Kyle: How do I save money on taxes as a young, single physician resident? 54:01 - Daniel: Is it ok for a young person to have a 100% stock allocation? 1:02:44 - Greg: I have $2.5M, can I afford to retire? 1:10:44 - John: How do I find a good team of advisors? 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? Links: Last Pass Password Gorilla Save Taxes By Moving Step Transaction Doctrine Substance Over Form Garrett Planning Network XY Planning Network