IMPORTANT: Please email me at firstname.lastname@example.org for details on scheduling a call with me. I am not able to schedule calls here on Clarity at the moment.
I teach people how to live a rich life now while also building a plan for financial freedom in 10 years or less.
I also help people make wise financial decisions by consulting with them on the technical answers to their financial planning problems.
Do you have questions about retirement, financial independence, investing, college savings, life insurance, budget planning, career planning, real estate, pensions, taxes or any other financial topic? I can help.
If you're interested, you can find out more about me and the work I do at www.RadicalPersonalFinance.com or by subscribing to my free, in-depth financial podcast.
If you haven't listened to my podcast, I strongly encourage you to listen to a few episodes first before setting up a phone call with me in order to understand a bit of my style and content.
Different than many financial consultants you may speak to, I have a strong academic background in formal financial planning. My academic credentials include:
MSFS – Master’s of Science in Financial Planning
CFP® – Certified Financial Planner
CLU® – Chartered Life Underwriter
ChFC® – Chartered Financial Consultant
CASL® – Chartered Advisor for Senior Living
CAP® – Chartered Advisor in Philanthropy
RHU® – Registered Health Underwriter
REBC® – Registered Employee Benefits Consultant
However, please be aware of two important things before arranging our phone call:
1) I do not sell any financial products nor do I represent any financial companies. I am an educator. And I can consult with you. That's it.
2) I will not give you any specific advice on stocks/financial products to buy or sell or insurance products of any kind. I am no longer licensed in either investments or insurance. I can help you with general background and advice on these specific areas but I will not advise you to buy/sell a specific investment or insurance product.
I look forward to speaking with you!
p.s., I encourage you to read the reviews here on clarity.fm but also to read my LinkedIn recommendations https://www.linkedin.com/in/joshuasheats and the hundreds of iTunes reviews for my show as well: https://radicalpersonalfinance.com/testimonials/ I have a long history of serving customers and clients in other contexts.
SCHEDULING NOTE: Clarity doesn't allow me to restrict the times you can request, so please pay attention to this information:
I do consulting calls Monday - Friday, between 9am and 5pm Eastern Time. Please make sure that all of your requested times are during that window.
Also, please do not request a call with less than 48 hours notice for me. I need at least a 48-hour lead time to schedule you in.