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 discuss...
8 Jan 2026
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.
25 Aug 2025
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 ...
22 May 2025
Strategies For Investing in Your Health
Ashish Mathur from South Asian Heart Center discusses strategies for investing in your health, mirroring financial investment approaches, in this interview episode.
30 May 2023
Is Your Financial Data Safe?
Host Arvind Ven interviews Michael Terry, Senior Information Security Analyst at LPL Financial, about protecting financial data, providing listeners with expert tips on data security.
13 Sept 2022
S1 E12: There's a Shift in the Housing Market. What's Next?
Host Arvind Ven interviews Bryan Russell, Mortgage Banker, who analyzes the current shift in the housing market due to rising interest rates and quantitative tightening.
2 Aug 2022
S1 E11: What Business Owners and Employees need to know
This episode explores defined contribution plans, mega backdoor Roths, and CalSavers deadlines, informing business owners and employees about key financial planning strategies.
12 Jul 2022
S1 E10: Donor Advised Funds (DAF) - Tax benefits for being charitable
This episode explores Donor Advised Funds, revealing how individuals gain tax advantages through charitable giving and philanthropic endeavors.
12 May 2022
S1 E9: What's next for startups and venture capital
Karthee Madasamy, Managing Partner at MFV Partners, discusses the future of startups and venture capital, highlighting the key ideas and entrepreneurs that secure funding in today's market in this interview.
12 Apr 2022
S1 E8: Real Estate Myths and Mistakes
Real estate expert Pat Kapowich dispels common myths and mistakes in the current market with host Arvind Ven, addressing interest rates and new laws in this interview.
5 Apr 2022
S1 E7: THREE Estate Planning Tips
Trust attorney Michelle Bau Yu shares estate planning tips with host Arvind Ven, including avoiding probate and understanding generation skipping trusts, in this interview.
28 Mar 2022
S1 E6: Leveraging the Power of Linkedin
Arvind Ven interviews Oscar Garcia about leveraging LinkedIn to build your brand and advance your career, offering strategies for optimizing your profile and expanding your network.
14 Mar 2022
S1 E5: The Future of Work. Will 'work' remain the same post Covid?
Arvind Ven interviews Eric Quon-Lee about the future of work and how the pandemic may have permanently altered traditional employment models.
13 Nov 2021
S1 E4: Understanding the importance of Social Security in Retirement Income Planning
Arvind Ven explores the critical role of Social Security in retirement income planning, emphasizing strategies to maximize payouts and avoid leaving money on the table in this interview episode.
11 Oct 2021
S1 E3: Maximizing your Airline Miles. Knowing when to buy and when to use miles.
The host discusses strategies for maximizing the value of airline miles, including when to buy tickets versus redeeming points, to help listeners make informed travel decisions.
16 Sept 2021
S1 E2: Top 5 Retirement Mistakes
Arvind Ven, CEO of Capital V Group, identifies the top five critical errors individuals make before and during retirement, highlighting the unique planning approach needed as life and career evolve.
24 Aug 2021
S1 E1: The Magic and the Power of the number 72
Arvind Ven explores the magic and power of the number 72 in this financial education series episode.
Who has been a guest on Fifteen Minutes to Financial Freedom
Names identified in recent episode analyses. Showing up to five guests.
Ashish Mathur
Michael Terry
Bryan Russell
Karthee Madasamy
Pat Kapowich
Reach and audience
Public platform figures. Ratings count people who left a rating, not total listeners.
Apple Podcasts (US)
5.0 / 5
1 ratings
Contact Fifteen Minutes to Financial Freedom
Guest appearances
Books guests
Based on episode analysis; this does not confirm that the show is currently accepting guests.
Questions about Fifteen Minutes to Financial Freedom
Who hosts Fifteen Minutes to Financial Freedom?
Arvind Ven host the show. Published by Arvind Ven, Capital V Group.
How often do new episodes come out?
The show publishes weekly, based on its RSS feed.
Does Fifteen Minutes to Financial Freedom take guests?
Yes. Guests have been identified in episode analyses.
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