Shah PlanIt Podcast

There's stocks, there's bonds, and the funds that hold them - but what about alternative investments? Also, how does supply and demand impact your index funds? Neel 's Uber ride this morning got him thinking.

November 15, 2022

With Halloween behind us, folks will now start thinking about charitable gifts leading up to the holidays. Which charitable strategies should you consider? Also-which stock market indexes doing well vs not doing well? And what is the deal with candy corn? Amazing treat or is it the "White Castle" of candy? (love it when you are having it, but cannot look yourself in the mirror after four or five pieces?)

November 01, 2022

I just got back from amazing conference in Las Vegas & have a ton of stuff to share with you on year-end tax planning, financial planning and retirement planning. And how to just have save a buck on your flights too. I am just going to whittle it down to 9 quick tips now, but more to follow!

October 18, 2022

Let's say we are headed to a Recession (Jamie Dimon says we are): What should you know? What should you do/not do?  Here is a quick tip/primer.

October 11, 2022

NASA literally fired a 'DART' to affect a future direction of a disaster. So did the Federal Reserve (figuratively, that is).  How are inflation rates & the asteroids similar? Also, an important reminder of the impact of your emotions on your portfolio.

September 27, 2022

Queen Elizabeth's recent passing reminds me of the wealth transfer tax system imposed in the US, and one of the public policy reasons cited for it. Let's chat about what you should know about estate taxes, gift taxes, inheritance taxes & other so called "death" taxes.

September 20, 2022

For ever team that won in the NFL this week, the same number of teams lost. How do you 'WIN' your financial plan? Here's a quick investing lesson you can learn from the NFL, from the 27 Principles series.  Plus, information on how to access last week's Cybersecurity Webinar.

September 13, 2022

Nothing like waking up after a long weekend to a flat tire on a rainy day. This was not a part of the plan. But a change in plans does not mean you won't reach your goals, but it might be you have to adjust what you do - whether it is my flat tire, a portfolio which is down, or other changes in your finances.

September 06, 2022

The trip for a gallon of milk to Costco was $200, now it feels more like $400. But the government just passed a law to help right? Maybe not so much- at least not directly. Here is what you need to know about the new Inflation Reduction Act, plus what foreign chocolate means for your investments.

August 23, 2022

Just like your finances, you need to know the difference between your plan and goals in life. Here's a humbling reminder for me right now as my 1 hour layover is lasting a bit longer than expected.

August 16, 2022