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Financial Aspects - Financial planning in a dynamic world (Paul Saad/Collabria Capital)
44 minutes | Sep 23, 2020
The 2020 Election and your taxes (Feat. Caitlin Bottini CPA)
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.
31 minutes | Aug 29, 2020
What's Your Estate Plan? (Feat. Dina Nam)
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.
53 minutes | Aug 17, 2020
ESG and SRI Investing Strategies - Doing Well by Doing Good (Feat. Jenny Coombs)
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.
41 minutes | Jul 2, 2020
Planning for the Financial Impact of Divorce (Feat. Sabine Webb)
Family law attorney Sabine Webb (Webb Chang LLP) talks with Paul about the financial impacts of divorce and the importance of preparation and education. We cover such topics as division of assets (community vs separate property), spousal & child support, mediation vs litigation, and recent trends such as "graying divorce" for those over 50.
31 minutes | Jun 9, 2020
Are you managing your money to enhance your life? (Feat. Mitch Anthony)
"Money should be a tool not an end". Mitch Anthony, author, radio host....talks with Paul about the concept of Return on Life.
14 minutes | May 18, 2020
Top 3 Financial Planning Mistakes
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