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Shah PlanIt Podcast
By NeelBusiness
Shah PlanIt Podcast episodes
- Voting with your $ - Investments with the purpose
What if you used investments to cause social change? Gun violence, environmental, or other causes that matter to you. Investing should be consistent with a plan to help you to meet your financial goals - but Environmental, Social, and Governance (ESG) criteria are used to screen investments based on corporate policies and to encourage companies to act responsibly.
May 31, 20228 min - Getting REAL About Real Estate Investing
When the stock market behaves the way it has the first half of 2022, it's perfectly normal for consider doing something different. The allure of real estate draws people in. In today's Shah Plan-It podcast - some things to consider with Real Estate Investing.
May 17, 202210 min - Always pick the wrong (slow) lane? What about with investing
When driving, the temptation is to shift from one lane to another in traffic because you don't want to be in the wrong lane when things start moving. When investing-do you want to do the same? (Spoiler alert: the answer is no. Here's why!)
May 10, 20229 min - Stay the course? PROVE IT! Fine.
We're told we should 'stay the course',
We know we should be 'disciplined',
But why? Can you prove it?
April 26, 20226 min - How NOT to bet your (entire) future on Elon, Twitter or really anyONE else
Elon musk is buying Twitter. Have a lot of your wealth in Twitter, Tesla, or some other stock? Most of us understand the need to diversify, but we don't really know how to do it. Especially if there's a lot of built up taxable gain. Here are a few strategies we've come up with for clients.
April 26, 202210 min - Asset Protection Lessons from Oligarchs
WHAT to do & WHEN to do asset protection planning, even if you may not have yachts and mansions to lose.
April 19, 20229 min - Tax Prep vs Tax Planning - Food truck lesson
I love truffle fries/fried mac & cheese, but to link it to tax-preparation versus tax planning? That's wrong. But it's SUCH an important distinction - hopefully you'll forgive.
April 12, 20227 min - Remember to Stretch (your IRA). Unless you can't?
Leave it to the IRS to provide clarity and complicate things at the exact same time. IRA's are a little less straightforward now under the new SECURE act proposed regulations. Let's try to have a little fun as we talked about this morning, shall we?
April 05, 20228 min - What does Betty White have to do with Antonio Brown and the great resignation? Check out this live video with Neel Shah to find out!
Do you want to talk about skittles and how the diversification rainbow can benefit you?
Give us a call at 732-743-9550 or visit us at www.ShahPlan.com
#bettywhite #thegreatresignation #antoniobrown #skittles
January 04, 202117 min - Tuesday morning Shah Plan-it podcast.
Blended families, NFL playoffs, volleyball fun and Atlantic City, Roth IRAs for the babies, and more!
January 18, 202210 min
About Shah PlanIt Podcast
From the publisher's feed
Neel Shah is a practicing estate planning attorney as well as a certified financial planner(r). He has conducted over 3000 corporate business and real estate transactions throughout his career and is…
the author planning for business owners (available on Amazon).Designing, building and protecting a plan requires an integrated approach across many life and financial areas. Key moments across each phase can impact a client’s long-term success. Several of which present opportunities for professionals to work together. This approach can enhance the client experience while potentially delivering better outcomes. Join Neel Shah, ESQ, CFP as he helps bring some clarity and fun to the world of Estate and Financial Planning.