Rethinking Tax Season w/ David Lazar, CPA®

Rethinking Tax Season w/ David Lazar, CPA®

TurboTax vs. Tax Profesional - New York vs. LA - Fines vs. Prison Taxes are one of the biggest drivers of long term wealth, yet most people spend more time procrastinating payments than understanding how to maximize their tax strategy. Ahead of April 15th, Chase sits down with GK Tax Director David Lazar, CPA®, to break down how he works with wealth advisors at the firm to make a substantial impact for their clients' financial future. FULL EPISODE: https://youtu.be/Yg0Gu38ZWZE [https://youtu.be/Yg0Gu38ZWZE] #ChasingFinance #Taxes #FinancialPlanning #CPA #WealthManagement #GerberKawasaki The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. You should consult a financial advisor before making any investment decisions. Follow us on all of our social media platforms: Twitter - https://twitter.com/GerberKawasaki [https://twitter.com/GerberKawasaki] Instagram - https://www.instagram.com/gerberkawasaki/ [https://www.instagram.com/gerberkawasaki/] Spotify -https://open.spotify.com/show/6GyluwQ9xIVBjd3Qi7lUxX?si=98e902f0f0df4cfd [https://open.spotify.com/show/6GyluwQ9xIVBjd3Qi7lUxX?si=98e902f0f0df4cfd] TikTok - https://www.tiktok.com/@marketswithmia [https://www.tiktok.com/@marketswithmia] LinkedIn -https://www.linkedin.com/in/ross-gerber/ [https://www.linkedin.com/in/ross-gerber/] Sign up for a free initial consultation at https://gerberkawasaki.com [https://gerberkawasaki.com/]

When Should I Start Saving For A Baby w/ Ben Dunbar

529 vs. UTMA. Nursery vs. Home Office. There’s Nothing Wrong With Naming Your Child After A Financial Institution. This week on Chasing Finance, GK Managing Partner and new dad, Ben Dunbar sheds fatherly wisdom on how and when to start saving for a child. While you can prepare for additional expenditures like birthing costs and child care, it’s the unexpected expenses that can be the most detrimental… #ChasingFinance #Podcast #GerberKawasaki #ChildCosts #ChildCare #BenDunbar #WhatToExpectWhenYoureExpecting #Pregnant #Kids The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. You should consult a financial advisor before making any investment decisions.

Learning How To Think Like A Millionaire w/ Ross Gerber

Day Trading Is For Dummies. Hedge Funds vs. Private Equity. Never Take Investment Advice From Your Uber Driver. That’s right kids, dreams really come true. After years of begging, Chase finally got to sit down with his personal hero and CEO, famous financial influencer Ross Gerber, to find out how he too can become a millionaire. Will this be the official end of Chasing Finance or will Ross' pity on his former intern become the start of their new show? Let us know in the comments! The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. You should consult a financial advisor before making any investment decisions.

What Is Insurance? w\ Bryan Miranda

Should I Get Car Insurance For My E-Bike? It’s no secret that the the insurance industry can be tricky to navigate, but luckily GK’s Director of Insurance Bryan Miranda is here to teach us how we can efficiently incorporate insurance into our financial plan to keep our assets protected. We also rock some cool new shades and find out about this thing called an umbrella policy! The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. You should consult a financial advisor before making any investment decisions.

The Big Beautiful Bill Explained w/ Hatem Dhiab

Tax Cuts. National Deficit. Celebrating the 4th of July. President Trump’s Big Beautiful Bill is more than just a few tax cuts, IT’S 940 PAGES LONG!! This week on Chasing Finance, Chase sits down with Managing Partner Hatem Dhiab to analyze what this new bill could mean for his finances and perhaps the state of the country… The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. You should consult a financial advisor before making any investment decisions.