Financial Aspects - Financial planning in a dynamic world (Paul Saad/Collabria Capital)

About Financial Aspects - Financial planning in a dynamic world (Paul Saad/Collabria Capital)

Life move's pretty fast-Is your financial plan keeping pace? Welcome to The Financial Aspects Podcast Series, where your host Paul Saad will take a fresh approach to help you explore and navigate critical financial issues, in order to maximize your return on life. Paul is a Financial Planner from the San Francisco Bay Area. For more information about Paul, check out www.collabriacapital.com. We thank you all for listening, and stay tuned for our latest episode on our website.Collabria Capital, Inc. is a registered investment adviser offering advisory services in the State of California and in other jurisdictions where exempt from registration.

Publisher

Paul Saad (Collabria Capital, Inc.)

Category

business · education

Language

en

Explicit

No

First episode

18 May 2020

Latest episode

23 Sept 2020

Latest episodes

6 episodes in the feed.

1. 

   23 Sept 2020

   The 2020 Election and your taxes (Feat. Caitlin Bottini CPA)

   Caitlin Bottini (CPA) provides a high-level comparison of Presidential candidate tax plans. We discuss: potential changes to estate taxes, including the loss of step-up in basis; student loan forgiveness; repeal of prop 13 for commercial properties; and the proposed California Wealth Tax.

2. 

   29 Aug 2020

   What's Your Estate Plan? (Feat. Dina Nam)

   Our guest Dina Nam discusses some timely estate planning topics. We also discuss an exciting new virtual/hybrid Estate Planning platform called Vanilla. Dina is a Wealth Strategist with AdvicePeriod.

3. 

   17 Aug 2020

   ESG and SRI Investing Strategies - Doing Well by Doing Good (Feat. Jenny Coombs)

   Paul talks with Jenny Coombs (Associate professor at the College for Financial Planning) about the increasingly popular investment trend known as Sustainable Responsible Investing (SRI). We cover definitions of the terminology, history & trends, investor profiles, and much more.

4. 

   2 Jul 2020

   Planning for the Financial Impact of Divorce (Feat. Sabine Webb)

   Family law attorney Sabine Webb (Webb Chang LLP) talks with Paul about the financial impacts of divorce and the importance of preparation and education. We cover such topics as division of assets (community vs separate property), spousal & child support, mediation vs litigation, and recent trends such as "graying divorce" for those over 50.

5. 

   9 Jun 2020

   Are you managing your money to enhance your life? (Feat. Mitch Anthony)

   "Money should be a tool not an end". Mitch Anthony, author, radio host....talks with Paul about the concept of Return on Life.

6. 

   18 May 2020

   Series Premiere

   Top 3 Financial Planning Mistakes

Contact Financial Aspects - Financial planning in a dynamic world (Paul Saad/Collabria Capital)

Guest appearances

Books guests

Based on episode analysis; this does not confirm that the show is currently accepting guests.