Your Trusted Advisor with Tan Phan, MSFP, CFP®

About Your Trusted Advisor with Tan Phan, MSFP, CFP®

Tan Phan is an independent CERTIFIED FINANCIAL PLANNER™ practitioner based in the San Francisco Bay Area. Subjects he covers in the podcast are: Tax Planning, Retirement, Estate Planning, Retirement Income Planning, Behavioral Finance, Retirement Income and Distribution Strategies, 529 Plans, Social Security, Investment Management, Insurance, Portfolio Construction, Financial Planning. You can watch educational videos at www.tanphan.com

Publisher

Tan Phan, MSFP, CFP®

Category

business · education

Language

en

Explicit

No

First episode

19 Oct 2020

Latest episode

18 Jun 2021

Latest episodes

35 episodes in the feed.

1. 

   18 Jun 2021

   Avoiding the 3.8% Net Investment Income Tax

   Please visit my website for the full video transcript: https://tanphan.com/blog Connect with me on LinkedIn: https://www.linkedin.com/in/tanmphan TAN Wealth Management

2. 

   18 Jun 2021

   Exceptions to the 10% Early Withdrawal Penalty For IRAs - IMPEACHEDD

   Please visit my website for the full video transcript: https://tanphan.com/blog Connect with me on LinkedIn: https://www.linkedin.com/in/tanmphan TAN Wealth Management

3. 

   18 Jun 2021

   Qualified Opportunity Zone With Examples

   Please visit my website for the full video transcript: https://tanphan.com/blog Connect with me on LinkedIn: https://www.linkedin.com/in/tanmphan TAN Wealth Management Hi everyone, my name is Tan, and I am an independent CERTIFIED FINANCIAL PLANNER™ practitioner at TAN Wealth Management. The purpose of this educational video is to provide a basic understanding and awareness of the Qualified Opportunity Zone (QOZ). Overview - What is a qualified opportunity zone (QOZ)? - What is a qualified opportunity fund (QOF)? - What are the tax benefits to the investors? - Quotes directly from the IRS website

Reach and audience

Public platform figures. Ratings count people who left a rating, not total listeners.

Apple Podcasts (US)

5.0 / 5

7 ratings

Contact Your Trusted Advisor with Tan Phan, MSFP, CFP®

Guest appearances

Does not typically book guests

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