Welcome to the Your Trusted Advisor podcast hosted by Tan Phan, a San Francisco-based CERTIFIED FINANCIAL PLANNER™ practitioner, and founder of TAN Wealth Management. This podcast will dive deep into various and complex finance topics: Tax Planning, Retirement, Estate Planning, Retirement Income Planning, Behavioral Finance, Retirement Income & Distribution Strategies, 529 Plans, Social Security, Investment Management, Insurance, Portfolio Construction, Financial Planning.

Latest episodes of the podcast Your Trusted Advisor with Tan Phan, MSFP, CFP®

• Suitability vs. Fiduciary Standards | Tan Phan, MSFP, CFP
• Employee Stock Purchase Plan (ESPP) | Tan Phan, MSFP, CFP®
• Restricted Stock Units (RSUs) | Tan Phan, MSFP, CFP®
• Incentive Stock Options (ISOs) | Tan Phan, MSFP, CFP®
• Long-Term Care Planning | Tan Phan, MSFP, CFP®
• Business Uses Of Disability Income Insurance | Tan Phan, MSFP, CFP®
• Everything You Need To Know About Disability Income Insurance | Tan Phan, MSFP, CFP®
• 5 Ways to Manage Risk: STARR | Tan Phan, MSFP, CFP®
• The 6 Step Risk Management Process | Tan Phan, MSFP, CFP®
• Why You Should Be Cautious When Investing In Individual Stocks | Tan Phan, MSFP, CFP®
• What is an Annuity? | Tan Phan, MSFP, CFP®
• What Is The Best 529 Plan In California? | Tan Phan, MSFP, CFP®
• Strategic Asset Location - A Tax-Smart Strategy For Portfolio Construction | Tan Phan, MSFP, CFP®
• What Is Portfolio Rebalancing And How You Can Benefit From It? | Tan Phan, MSFP, CFP®
• Why Gains And Losses Are Not The Same In Psychology And Investment Management | Tan Phan, MSFP, CFP®
• Social Security Spousal Benefits | Tan Phan, MSFP, CFP®
• Social Security Benefits - Frequently Asked Questions | Tan Phan, MSFP, CFP®
• 5 Types of Social Security Benefits: Retirement, Disability, Family, Survivors, and Medicare
• Your Guide To Buying A Term Life Insurance Policy | Tan Phan, MSFP, CFP®
• Life Insurance Application Process And Best Practices | Tan Phan, MSFP, CFP®