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

Mostrando página 3 de 4

From NYC! Alternatives, Index funds woes 21/11/2022
4 Year-end Tax Planning options with Charities 02/11/2022
9 quick tax+financial tips from Vegas! 20/10/2022
Headed to Recession? What should you know/do? 12/10/2022
NASA & the Fed throw DARTs, Your Investing Emotions 03/10/2022
What to know about the US "Death" tax system 21/09/2022
Winning 'early' in investing & football 19/09/2022
Change in Plan(s)? 07/09/2022
Costco, Foreign Chocolate & the Inflation Reduction Act 25/08/2022
Plans vs Goals - Stuck in Lisbon 17/08/2022
2022 Mid-Year Economic Update and Outlook 09/08/2022
When Plans Fail, use your GPS - on the road AND in your finances 05/08/2022
"HOT" investment tips for MegaMillions winners - sorta 27/07/2022
5 minute financial plan? No. But here's a good starter 19/07/2022
Time for change - for you & me 12/07/2022
Tax tips& legal tools for the young independents in your life 05/07/2022
Neel got in the arena & you've helped, Attitude of Gratitude 28/06/2022
Take a hike? Sure! But with investment lessons of course 21/06/2022
"Bear" market & "Bears" fan. Know/Do this in a Bear Market 14/06/2022
Your Financial 'halftime' adjustments! 07/06/2022
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