Shah PlanIt Podcast

"3 CFPs, 2 CPAs, and an Attorney walk into a bar..." Welcome to The 360° View! In the video above, we discussed important topics related to potential new tax laws, retirement planning, financial organization, and new estate planning rules. Incidentally, if you have topics or concerns that you wish for us to cover in future videos and articles-please hit reply and let us know!     Jim Col...

Today’s discussion is focused on strategies for retirement planning, taxes, and investments. We explore topics like stock compensation vehicles and how to plan for them from a tax perspective as retirement approaches. Diversifying investments, cost averaging lump sums, and starting tax planning early were discussed as ways to optimize investments and minimize future taxes. Hope you find it enjoyab...

Get your finances in order for the home stretch of 2023! Neel shares tips for Taxes, Trusts, & learning from movies like Dumb Money.   Plus strategies to consider to gift, donate, and tax plan. Popcorn-worthy Tax, Financial & Legal information! September 26, 2023

Quick Financial & tax tips today! 10 minutes gives you: - New IRS guidance on 401k contributions, - changes to the FAFSA form, - caveats from of Schwab/TD Ameritrade merger, -interest rates, -the job market, - state tax deductions for small businesses, - and more! Tune in to get an overview of current events and strategies to help with your finances. September 20, 2023

3 key tax, financial & estate takeaways while working from a cottage in Vermont: 1) Quick tip on how to calculate (approximately) how long it will take for your money to double, 2) Planning for your personal belongings, 3) IRS fraud prevention tips. Enjoy! September 12, 2023

'Trust' is difficult. So are 'Trusts.'  2 examples of where Neel has had to trust his advisors (automobile and medical) highlight something you need to know when working with trust attorneys, financial professionals, and tax experts. Let's discuss! August 15, 2023

What is all for anyway? Financial planning, paying less in taxes, your legacy planning, retirement planning are all important tools, but what are you building? And why? Here's a little perspective from me. July 22, 2023

Just a blessing to come to you from South Africa. Aside from the joy of being with family, and the thrill of being across the world - there's something particularly moving but being in a place that has gone through so much, I moved my leader like Nelson Mandela. Sharing some quick thoughts today. July 19, 2023

Whether one passes away (a) without a will, (b) with a will, or (c) with a trust, impacts the survivors quite differently. Even if you may get to the same end result, the time & potential cost can be dramatically different. Let's use our morning coffee and a sweet treat to explain the difference between the different options. July 07, 2023

Happy Independence Day! A quick reminder from our former monarchs about the estate tax is in order. Also remembering Harry Markowitz and his legacy. You probably already know the theory, but may not know Professor Markowitz's impact on the way we think of finances and investments today. July 04, 2023

If you own, work for or love someone who has a business,  you may want to join and/or share this "Planning for Business Succession and Key Employee Retention" session. Let's quickly run through 4 primary elements of business planning, as well as a couple of ideas to attract & retain top talent. All in 10 Minutes! June 27, 2023

You may have heard of Bull markets & Bear markets - what about 'Duck' markets? What's the impact of artificial intelligence, interest rate fluctuation & the debt ceiling on your investment portfolio? And what could you do about it? Join us on SPi for a quick chat! June 20, 2023

It's probably not Taylor Swift's or Clint Eastwood's fault, but their works are both perpetuating a myth about Wills. I do know about you, but I'm feeling like telling the truth. So I will go ahead and make your day by dispelling this method. I still love them both, but Dirty Harry and the Anti-hero must be set straight! June 06, 2023

I hope everybody had a fantastic Memorial Day. Especially thinking of those, and the family of those, who made the ultimate sacrifice. The price of freedom is not free, and we thank those who gave their lives for our freedom. For many of us the holiday means catching up with loved ones at a second or vacation home. For others, the kick off to the summer has his thinking about possibly getting one...

Heads you can afford retire, tails you can't.  50/50 shot.  Sound good? No? Well... 47% of households won’t have enough income to support their standard of living in retirement.  That's almost half! How do you know if you are one of them, and what do you do about it? Join us for some tips! May 23, 2023

Did you know there is no such actual thing as a "Death" tax? The term was used by some in the 1940's to raise some outrage over the estate tax system. But there are some tax rules that are related to death which you need to know. Let's go over 4 "Death" tax rules in 10 minutes! May 16, 2023

Big news on Shah Plan-It tomorrow! 🎉 Some of you may already know, but we are moving! Tune in tomorrow for details. And that reminds us 🤔 what financial planning, tax planning and estate planning considerations should you be thinking about if you are considering a move? You know we can't pass up an opportunity to educate the community. 😉 Looking forward to seeing you on May 2 at 8:45 AM! O...

I was one of those kids that loved dumping my books right after the final exam. Many do the same thing when it comes to our taxes. Filed it? Paid it? Let's move on. And then deal with it again next year. But there's a better way! Joining us for Shah Plan-It on April 25, 2023 is Linda Farinola, who is a Certified Financial Planner Professional, Certified Financial Analyst as well as an En...

It's the time of year when a lot of young people (and their parents & grandparents) are thinking about graduations, proms, colleges & post-high school graduate life.  But just because they are 18 doesn't mean they're not still your babies. In fact, you need to help them out a bit more. Attorney Siobhan Kinealy joins us on SPi  to discuss the Young Adult Program, which covers...

Taxes & my golf game: every year we say we are going to do things different. There is 1 week until this year's tax filing deadline. What can you do in one week? And what can you do in 53 weeks (next year's deadline?) Join for some tips, plus some key information about estimated taxes. April 11, 2023

There's a lot of anxiety that comes along with playing Jenga. Something about the sound of those blocks coming down. Is your wealth planning any better? How sound is your foundation with your tax plan, estate plan, financial plan, as well as your business planning and retirement income planning? Join Neel for a brief look and how a quick game of Jenga can teach us about how all aspects of thi...

It feels like it happens 2x/week that we get a phone call from somebody who's already embroiled in some trouble (lawsuit, etc.) & wants to start their asset protection planning. Every time we have to have a conversation about the right time to do asset protection planning. There are also some misconceptions with respect to LLCs and how they may/may not protect. Let's go over some bas...

Spring has sprung! Time for new beginnings & to look on the brighter side. What are the brighter sides of the latest bad banking news? Is there any good that can come out of the Silicon Valley Bank, Signature Bank, First Republic Bank & Credit Suisse developments? Perhaps. Let's discuss. Plus-Neel has news! A shiny, new designation for the Business Owners e serve - Neel is now a Certi...