The Wealth Sherpa

Join us at this Podcast with our host, Arvind Ven, and Podcast Guest, Michelle Bau Yu, Trust Attorney. Don't miss their informative discussion on:
- Why you should avoid Probate
- Generation Skipping Trust
- Why is CA Prop 19 still discussed a year later. 

In this informative and lively episode, our host, Arvind Ven, Independent Advisor and CEO of Capital V Group, discusses best practices to successfully use Linkedin, with Oscar Garcia, CEO of Aspira Consulting, and Career Coach. 

Listen to our host, Arvind Ven, CEO of Capital V Group and our guest, Eric Quon-Lee, an expert on innovation and disruption in technology, discuss how the the concept of 'Work' may never be the same post pandemic. 

There are literally more than a thousand different ways in which a married couple can claim social security income. You have paid into the system for than 35 years - it is up to you to understand your choices on how to maximize your social security payouts. Wrong choices can leave a lot of money on the table. Learn more from this informative episode with the host, Arvind Ven, and the invited expert guest speaker. 

Our Podcasts are always about finance and money, but this one has a small twist. As a former very frequent traveler, I learned (sometimes the expensive way) about when it is better to buy a ticket and when it makes sense to cash in airline points. Airline miles and Hotel points are like currency - learn how they work and how to maximize their value. Happy listening!

Arvind Ven, the host and CEO of Capital V Group answers questions and talks about the Top 5 Mistakes made before and during retirement. While Financial Planning and Retirement Planning are closely related, planning for retirement has some areas that need a different approach. Your life and career at 35 looks a lot different from that at age 65.

Financial Education Series from Capital V Group hosted by Arvind Ven.