Chasing Finance

TurboTax vs. Tax Profesional - New York vs. LA - Fines vs. Prison Taxes are one of the biggest drivers of long term wealth, yet most people spend more time procrastinating payments than understanding how to maximize their tax strategy. Ahead of April 15th, Chase sits down with GK Tax Director David Lazar, CPA®, to break down how he works with wealth advisors at the firm to make a substantial impac...

529 vs. UTMA. Nursery vs. Home Office. There’s Nothing Wrong With Naming Your Child After A Financial Institution. This week on Chasing Finance, GK Managing Partner and new dad, Ben Dunbar sheds fatherly wisdom on how and when to start saving for a child. While you can prepare for additional expenditures like birthing costs and child care, it’s the unexpected expenses that can be the most detrimen...

Day Trading Is For Dummies. Hedge Funds vs. Private Equity. Never Take Investment Advice From Your Uber Driver. That’s right kids, dreams really come true. After years of begging, Chase finally got to sit down with his personal hero and CEO, famous financial influencer Ross Gerber, to find out how he too can become a millionaire. Will this be the official end of Chasing Finance or will Ross' pity...

Should I Get Car Insurance For My E-Bike? It’s no secret that the the insurance industry can be tricky to navigate, but luckily GK’s Director of Insurance Bryan Miranda is here to teach us how we can efficiently incorporate insurance into our financial plan to keep our assets protected. We also rock some cool new shades and find out about this thing called an umbrella policy! The opinions voiced i...

Tax Cuts. National Deficit. Celebrating the 4th of July. President Trump’s Big Beautiful Bill is more than just a few tax cuts, IT’S 940 PAGES LONG!! This week on Chasing Finance, Chase sits down with Managing Partner Hatem Dhiab to analyze what this new bill could mean for his finances and perhaps the state of the country… The opinions voiced in this material are for general information only and...

Gay vs. Queer. Surrogacy vs. Adoption. Marriage vs. Domestic Partnerships. On this episode of Chasing Finance, LGBT+ Financial Advisor of Los Angeles, Robert Castillo joins the show to celebrate Pride Month and teach Chase more about the gay money lifestyle. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for...

Credit Scores. Credit Card Points. Planning My Trip To the Cayman Islands. To some, credit cards are a form of free money. To others, it’s a way to leverage assets toward securing loans on big purchases. This week, GK Managing Partner, world traveler, and office casanova, Matt Iantosca helps Chase understand the pros and cons of different credit card offerings. The opinions voiced in this material...

Reciprocal Tariffs. Tech Earnings. Looking Back on Liberation Day. Are we on the brink of a trade war? Which tariffs have actually been implemented? Wait… are people just making up tariffs at this point? A lot’s been going on since we last sat down with, GK Managing Partner, Ayal Shmilovich. In some ways the entire market has shifted. In others, it’s almost exactly the same. You’re confused. I’m c...

Market Corrections. International Travel. Saying Goodbye To Our Old Studio. Wait, MY INVESTMENT ACCOUNTS CAN GO DOWN??? Back by popular demand, Jimmy Bisharat, the Athlete Advisor has returned to explain how (not so) recent market corrections are a normal part of every investors journey. The opinions voiced in this material are for general information only and are not intended to provide specific...

C-Corps. S-Corps. Blown Emergency Funds. TurboTax Vibes. Tax season is approaching and it’s time to figure out if you will be getting a refund or not. This week, Chase sits down with GK Director of Tax and Accounting, Ruth Cantu CPA, to learn what a ‘write-off’ is and find out the tax benefits from each of his retirement accounts. The opinions voiced in this material are for general information on...

Tariffs. Trade Wars. Flexing My New Net-Worth. After a brief hiatus, we are back with our biggest guest yet! This week, Chase meets with GK Managing Partner, Ayal Shmilovich, for an in-depth discussion on what Trump’s new tariffs could mean for the global economy. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendation...

Trust vs. Will. Important Adulting Tips. Debating A New Tile For the Show. They say you can’t teach class. You either have it or you don’t. And although financial literary is an important first step, one must also learn how to dress, how to eat, and how to talk without a bleep button. This week, Chase sits down with seasoned millennial, Nico Anduze, in hopes of finally grasping how to behave like...

Savings Plans. Ethical Debates. Sage Advice. This week on Finding Finance, I sit down with the wise and powerful Sage Casaga, CFP, to take live call ins from our audience. Will we put his psychology minor to good use or will he walk off the show? Perhaps both… OUT NOW ON ALL PLATFORMS: https://linktr.ee/admin Don’t forget to like and subscribe! The opinions voiced in this material are for general...

Diapers. Child Care. Luxury Fashion Items In Baby Sizes. While the creation of life is one of the most miraculous aspects of humanity, it’s also one of the most expensive. This week I chat with, GK Financial Advisor and recent father, Shawn DaCruz to find out if I can afford a kid.

Bitcoin. Blockchain. Big Brainstorming with Brett. This week on Finding Finance, I sit down with GK Director of Get Invested Brett Sifling, to find out more about all this Crypo stuff. If only I would have listened to his advice… Don’t forget to like and subscribe! The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendatio...

Saving For A Wedding. Home Buying. Joint Bank Accounts. Pet Insurance. They say true love comes with a cost, but what exactly does that mean? This week on Finding Finance, I sit down with the recently married Steven Evensen to learn a thing or two about how money can impact a relationship. The opinions voiced in this material are for general information only and are not intended to provide specifi...

Saving Money. Budgeting. Recalculating My Net Worth. Finally, the episode you’ve been waiting for… While nobody likes looking over their financial situation, everything feels a little less scary with Mia Samson as your advisor. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. You should cons...

Interest rates. Inflation rates. Rating Italian food. On this week’s episode, Chase breaks bread with home owner and legendary foodie Ziad Hijazi for an extensive analysis of all things rates. Don’t forget to like and subscribe! The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. You should con...

Budgeting. Retirement Accounts. Calculating My Net Worth. Admitting you have a problem is the first step… Today, twenty-three year old marketing coordinator, Chase McCormick takes ownership for his financial situation! The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. You should consult a fin...

Credit Card Debt. Tax Loss Harvesting. Dollar Cost Averaging. This week, Chase sits down with Athlete Advisor Jimmy Bisharat to recalculate his net worth, complain about the cost of dry cleaning, and hype up GK’s next 420 Party! Don’t forget to like and subscribe! The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendation...

Next Tuesday, November 5th, we will be releasing our first episode of Finding Finance.  Make sure to follow our socials so you can be the first to listen! The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. You should consult a financial advisor before making any investment decisions.