Shah PlanIt Podcast

Shah PlanIt Podcast

Por: Neel
Neel Shah is a practicing estate planning attorney as well as a certified financial planner(r). He has conducted over 3000 corporate business and real estate transactions throughout his career and is the author planning for business owners (available on Amazon).Designing, building and protecting a plan requires an integrated approach across many life and financial areas. Key moments across each phase can impact a client’s long-term success. Several of which present opportunities for professionals to work together. This approach can enhance the client experience while potentially delivering better outcomes. Join Neel Shah, ESQ, CFP as he helps bring some clarity and fun to the world of Estate and Financial Planning.
74 episodios disponibles

Latest episodes of the podcast Shah PlanIt Podcast

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Must-Do Planning: Young adult Children 18/04/2023
Last-minute tax tips/info 12/04/2023
Is your Financial plan Jenga? 11/04/2023
Asset protection-when/how to do it, Inside vs Outside 03/04/2023
Exit Planning & the SVB Brightside 23/03/2023
Silicon Valley Bank - what happened & your money 15/03/2023
Financial tools that don't fit anymore 13/03/2023
What to do if you haven't started yet? 06/03/2023
Functional Health & Wealth with Dr. Lisa & Neel 16/02/2023
Tax Plan vs. Tax Prep & the Super Bowl matchup 10/02/2023
6 Colonoscopy/Financial Plan takeaways 01/02/2023
January "Divorce" Month, 4 money considerations for divorcees 26/01/2023
5 quick tips for your NY money resolutions 10/01/2023
Your free cheat sheet for wealth/health NY resolutions 04/01/2023
Retirement 'gift' from Congress & NYE resolutions! As has become custom… 04/01/2023
Fed raises rates, what does that mean for mortgages? Pinky Shah joins! 21/12/2022
'Laundered' money, and 1 idea for it 19/12/2022
Investing lessons "Super-Neel" vs the casino odds in Atlantic City 07/12/2022
World Cup lessons for your investments! 30/11/2022
Gratitude, Biden Bday, retirement woes, Thanksgiving red flags 23/11/2022
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