Financial Aspects - Financial planning in a dynamic world (Paul Saad/Collabria Capital)

De: Paul Saad (Collabria Capital Inc.)
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  • Resumen

  • Life move's pretty fast-Is your financial plan keeping pace? Welcome to The Financial Aspects Podcast Series, where your host Paul Saad will take a fresh approach to help you explore and navigate critical financial issues, in order to maximize your return on life. Paul is a Financial Planner from the San Francisco Bay Area. For more information about Paul, check out www.collabriacapital.com. We thank you all for listening, and stay tuned for our latest episode on our website.Collabria Capital, Inc. is a registered investment adviser offering advisory services in the State of California and in other jurisdictions where exempt from registration.
    © 2023 Financial Aspects - Financial planning in a dynamic world (Paul Saad/Collabria Capital)
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Episodios
  • The 2020 Election and your taxes (Feat. Caitlin Bottini CPA)

    The 2020 Election and your taxes (Feat. Caitlin Bottini CPA)
    Sep 23 2020

    Caitlin Bottini (CPA) provides a high-level comparison of Presidential candidate tax plans. We discuss: potential changes to estate taxes, including the loss of step-up in basis; student loan forgiveness; repeal of prop 13 for commercial properties; and the proposed California Wealth Tax.
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    44 m
  • What's Your Estate Plan? (Feat. Dina Nam)

    What's Your Estate Plan? (Feat. Dina Nam)
    Aug 29 2020

    Our guest Dina Nam discusses some timely estate planning topics. We also discuss an exciting new virtual/hybrid Estate Planning platform called Vanilla. Dina is a Wealth Strategist with AdvicePeriod.
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    31 m
  • ESG and SRI Investing Strategies - Doing Well by Doing Good (Feat. Jenny Coombs)

    ESG and SRI Investing Strategies - Doing Well by Doing Good (Feat. Jenny Coombs)
    Aug 17 2020

    Paul talks with Jenny Coombs (Associate professor at the College for Financial Planning) about the increasingly popular investment trend known as Sustainable Responsible Investing (SRI). We cover definitions of the terminology, history & trends, investor profiles, and much more.
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    53 m
Economía Finanzas Personales Éxito Personal
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