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

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.

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.

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.

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.

"Money should be a tool not an end". Mitch Anthony, author, radio host....talks with Paul about the concept of Return on Life.

Top 3 Financial Planning Mistakes