TurboTax vs. Tax Profesional - New York vs. LA - Fines vs. Prison

Taxes are one of the biggest drivers of long term wealth, yet most people spend more time procrastinating payments than understanding how to maximize their tax strategy. Ahead of April 15th, Chase sits down with GK Tax Director David Lazar, CPA®, to break down how he works with wealth advisors at the firm to make a substantial impact for their clients' financial future.

FULL EPISODE:

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#ChasingFinance #Taxes #FinancialPlanning #CPA #WealthManagement #GerberKawasaki

The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. You should consult a financial advisor before making any investment decisions.

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529 vs. UTMA. Nursery vs. Home Office. There’s Nothing Wrong With Naming Your Child After A Financial Institution.

This week on Chasing Finance, GK Managing Partner and new dad, Ben Dunbar sheds fatherly wisdom on how and when to start saving for a child. While you can prepare for additional expenditures like birthing costs and child care, it’s the unexpected expenses that can be the most detrimental…

#ChasingFinance #Podcast #GerberKawasaki #ChildCosts #ChildCare #BenDunbar #WhatToExpectWhenYoureExpecting #Pregnant #Kids

The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. You should consult a financial advisor before making any investment decisions.

Day Trading Is For Dummies. Hedge Funds vs. Private Equity. Never Take Investment Advice From Your Uber Driver.

That’s right kids, dreams really come true. After years of begging, Chase finally got to sit down with his personal hero and CEO, famous financial influencer Ross Gerber, to find out how he too can become a millionaire. Will this be the official end of Chasing Finance or will Ross' pity on his former intern become the start of their new show? Let us know in the comments!

The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. You should consult a financial advisor before making any investment decisions.

Should I Get Car Insurance For My E-Bike?

It’s no secret that the the insurance industry can be tricky to navigate, but luckily GK’s Director of Insurance Bryan Miranda is here to teach us how we can efficiently incorporate insurance into our financial plan to keep our assets protected. We also rock some cool new shades and find out about this thing called an umbrella policy!

The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. You should consult a financial advisor before making any investment decisions.

Tax Cuts. National Deficit. Celebrating the 4th of July.

President Trump’s Big Beautiful Bill is more than just a few tax cuts, IT’S 940 PAGES LONG!! This week on Chasing Finance, Chase sits down with Managing Partner Hatem Dhiab to analyze what this new bill could mean for his finances and perhaps the state of the country…

The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. You should consult a financial advisor before making any investment decisions.

Gay vs. Queer. Surrogacy vs. Adoption. Marriage vs. Domestic Partnerships.

On this episode of Chasing Finance, LGBT+ Financial Advisor of Los Angeles, Robert Castillo joins the show to celebrate Pride Month and teach Chase more about the gay money lifestyle.

The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. You should consult a financial advisor before making any investment decisions.

Credit Scores. Credit Card Points. Planning My Trip To the Cayman Islands.

To some, credit cards are a form of free money. To others, it’s a way to leverage assets toward securing loans on big purchases. This week, GK Managing Partner, world traveler, and office casanova, Matt Iantosca helps Chase understand the pros and cons of different credit card offerings.

The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. You should consult a financial advisor before making any investment decisions.

Reciprocal Tariffs. Tech Earnings. Looking Back on Liberation Day.

Are we on the brink of a trade war? Which tariffs have actually been implemented? Wait… are people just making up tariffs at this point?

A lot’s been going on since we last sat down with, GK Managing Partner, Ayal Shmilovich. In some ways the entire market has shifted. In others, it’s almost exactly the same. You’re confused. I’m confused. Good thing Ayal is back to clarify our most complex questions!

The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. You should consult a financial advisor before making any investment decisions.

Market Corrections. International Travel. Saying Goodbye To Our Old Studio.

Wait, MY INVESTMENT ACCOUNTS CAN GO DOWN??? Back by popular demand, Jimmy Bisharat, the Athlete Advisor has returned to explain how (not so) recent market corrections are a normal part of every investors journey.

The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. You should consult a financial advisor before making any investment decisions.

C-Corps. S-Corps. Blown Emergency Funds. TurboTax Vibes.

Tax season is approaching and it’s time to figure out if you will be getting a refund or not. This week, Chase sits down with GK Director of Tax and Accounting, Ruth Cantu CPA, to learn what a ‘write-off’ is and find out the tax benefits from each of his retirement accounts.

The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. You should consult a financial advisor before making any investment decisions.