The Wealth Sherpa

Tax Planning and Strategies for Tax Alpha

This episode discusses advanced tax planning strategies for tech professionals and business owners. We discuss how tax loss harvesting goes beyond simply selling 'losers' at year end.  This podcast also breaks down the Mega Backdoor ROTH - and how high earners may be able to 'double dip' in certain job change scenarios. Other topics include generational wealth transfer and tax smart charitable giving using DAF's, CLAT's, Life Insurance and other instruments.   The fast paced discussion also addresses managing concentrated stock risk through some sophisticated strategies using alternative investments although some are available only to qualified investors.

Deciphering Alterative Investments a.k.a ALTS

Markets don’t move in straight lines—and neither do portfolios. In this Podcast, Host and CEO of Capital V Group along with guest Kristian Kerr (Head of Macro Strategy at LPL FInancial) explore alternative investments and why private markets and real assets can play a meaningful role beyond traditional stocks and bonds.

A Wealth of Well Being - Interview with Prof. Meir Statman

Discover how money, meaning and happiness intersect our financial lives and decisions.  This Podcast challenges how you think about wealth - and what it means to truly live well! Join the host, Arvind Ven, CEO of Capital V Group and guest Prof. Meir Statman, Finance Professor at Santa Clara University, discuss this fascinating topic from his recent book: "A Wealth of Well Being".   We hope that you will enjoy this fast paced discussion laced with personal anecdotes, as much as we did.

Strategies For Investing in Your Health

We often dedicate significant time to crafting and implementing financial investment plans. Yet, planning for one's most valuable asset—health—often remains inadequate. The encouraging news is that strategies for health investments can mirror the approaches utilized by financial experts. In this episode, Ashish Mathur (Director, South Asian Heart Center at El Camino Hospital) discus this topic in detail as well as strategies for investing in your heart health.

Is Your Financial Data Safe?

Is your Financial Services firm safeguarding your data?  Are YOU taking steps to keep your financial data safe?  In this episode, Podcast host Arvind Ven, interviews Michael Terry, Senior Information Security Analyst at LPL Financial.  Tune into the Podcast and get some tips from an expert on keeping your data safe.