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Shah PlanIt Podcast
By NeelBusiness
Shah PlanIt Podcast episodes
- NFL comebacks? Meh. Stock Market Comebacks? Whoa! What you can control? Tax Season is COMING!!!!
UGMA = UGLY? (and UTMA’s too!)
Lemme drop some knowledge on ya… Webinar at the end of February!
January 25, 202210 min - On Today's Shah Plan-it:
The 'F' Word gets new life & (2) Why your U-G-M-A is U-G-L-Y (and so is your UTMA)
February 09, 20229 min - Hiking & mountain climbing lessons for your investments + What to listen for in tonight's big speech(es).
Join us Tuesday morning as Neel Shah of Shah Total Planning (www.ShahPlan.com) discusses what you need to know about Taxes, Estate Planning, Financial Planning, Retirement Strategies & other topics.
March 01, 20227 min - War, Markets & Your Money - Shah Plan-it! 3/8/20211
Russia-Ukraine, Gas prices, Market is causing a lot of discomfort. What can we expect? What has happened in the past? What do we do?
10 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.