Shah PlanIt Podcast

2 years late, but I did it: I got the colonoscopy. And you know no matter where I go, I'm always seeking new ways to inspire & motivate folks. So, here are 6 takeaways from a medical procedure, that will also get you thinking about your financial planning.

Separately, and more importantly: colorectal cancer is the #3 leading cause of cancer deaths in the US. If you're over 45, & you have not yet gotten a colonoscopy - please speak to your doctor STAT.

After all, there's no point in making, and growing your money if you're not going to be around to enjoy it. Hope you'll join us on Shah Plan-it.

January 31, 2023

What are the financial implications of ending a marriage? Here are four considerations that any divorcing spouse should keep in mind.
January is unofficially been considered "Divorce" month for some time, but I just found out about it recently thanks to my friend James P. Joseph, a fantastic family lawyer in New York.

January 24, 2023

10 days into the new year, a lot of New Year's resolutions are falling apart. Let's go over five quick tips to help you with the money side of things. Also, at what point is it too late to say Happy New Year in the year?

January 10, 2023

When I was younger & I did not think walking qualified as exercise. It's funny how our thoughts and resolutions change as we get older. (Yes, it is exercise!) What should you be focusing on financially this year? And how you do it? Here is your guide to Wealth Planning in 2023 and beyond! Happy New Year & welcome to another year of Shah Plan-it!

January 03, 2023

Avatar was not the only sequel to be recently released. The Secure act 2.0 is on the brink of becoming law as part of congresses spending bill. As has become customary fashion, Congress has provided us with yet another year-end 'gift'. While the stockings were hung by the chimney with care Congress was pushing back RMD ages. Secure 2.0 is going to impact Roth IRAs, 529's, and yes even the age at which you have to take your requirement on distributions. How do these tie into your New Year's resolutions?

December 27, 2022

As human beings, we make associations. Some of them are correct some of them are not. Does coffee stun your growth? Should you not cut your nails at night? When the Fed raises rates, does that mean mortgage rates go up? And what does that mean for real estate owners and buyers in 2023? We are excited to have Mortgage Rockstar Pinky Shah join us on this episode of Shah Plan-It!

December 20, 2022

1 in 10 Americans have unclaimed property, over 3 billion dollars are returned by States annually, but most Americans don't know how or where to find out if they have unclaimed assets. In recent decades, many states of amended their laws to adopt more lenient definitions of what constitutes abandoned properties. How can you find out if you've got lost money? And when you find it, what can you do with it? Here's one idea which might also help with some tax benefits.

December 13, 2022

Neel has "Super" status! But what impact can these powers against this week's villain, the casino? And what if it wasn't a villain but an ally? The plot thickens...

Tune in this week as our hero explains investing lessons from deep within the enemy's lair!

December 06, 2022

GO USA!!! World Cup lessons for your investments. Where is Qatar & Wales anyway?  What can we learn about investments from this Soccer/Football/Futbal tournament? Where were you 4 years ago?

November 29, 2022

What to look for with family members at Thanksgiving. Biden turns 80 in office, are you working until 80? Gratitude!

November 22, 2022