Shah PlanIt Podcast

In the past 5 days, both Silicon Valley Bank & Signature Bank were shut down by regulators.  Here's what you may need to know, and how it impacts your money/portfolio. March 14, 2023

What do bell bottoms, Z cavaricci pants, wills IRA's and whole life insurance have in common? They may be things that provided value in the past, but not as much for you today.  Here's what to do about it. Plus our webinar details for tonight! Mar 7, 2023

Don't worry, your calendar is not wrong. It is Wednesday, not Tuesday. Because of an important appointment, I wasn't able to come to you live yesterday. It reminded me of an important lesson that pertains to financial planning, estate planning and wealth management that I would like to share with you.  Plus, information about our webinar next week!  “The best time to plant a tree was 20...

Happy Valentine's Day! Dalia Lama once said, “We sacrifice our health in order to make wealth, then we sacrifice our wealth in order to get back our health.”  There's a better way. Dr. Lisa share some tips and introduces us to the concept of functional medicine. Because what's the point of having all the financial resources if you're not healthy enough to enjoy them, right? Feb...

What can Super Bowl teams teach about tax planning versus tax prep? Turns out there are some parallels. You wouldn't wait until the game starts to begin coming up with a strategy right? Unfortunately, a lot of people deal with taxes the same way and want to start their tax reduction planning when the year is over. Here are 6 key differences between tax planning and tax preparation. The differ...

2 years late, but I did it: I got the colonoscopy. And you know no matter where I go, I'm always seeking new ways to inspire & motivate folks. So, here are 6 takeaways from a medical procedure, that will also get you thinking about your financial planning. Separately, and more importantly: colorectal cancer is the #3 leading cause of cancer deaths in the US. If you're over 45, &...

What are the financial implications of ending a marriage? Here are four considerations that any divorcing spouse should keep in mind. January is unofficially been considered "Divorce" month for some time, but I just found out about it recently thanks to my friend James P. Joseph, a fantastic family lawyer in New York. January 24, 2023

10 days into the new year, a lot of New Year's resolutions are falling apart. Let's go over five quick tips to help you with the money side of things. Also, at what point is it too late to say Happy New Year in the year? January 10, 2023

Avatar was not the only sequel to be recently released. The Secure act 2.0 is on the brink of becoming law as part of congresses spending bill. As has become customary fashion, Congress has provided us with yet another year-end 'gift'. While the stockings were hung by the chimney with care Congress was pushing back RMD ages. Secure 2.0 is going to impact Roth IRAs, 529's, and yes ev...

When I was younger & I did not think walking qualified as exercise. It's funny how our thoughts and resolutions change as we get older. (Yes, it is exercise!) What should you be focusing on financially this year? And how you do it? Here is your guide to Wealth Planning in 2023 and beyond! Happy New Year & welcome to another year of Shah Plan-it! January 03, 2023

As human beings, we make associations. Some of them are correct some of them are not. Does coffee stun your growth? Should you not cut your nails at night? When the Fed raises rates, does that mean mortgage rates go up? And what does that mean for real estate owners and buyers in 2023? We are excited to have Mortgage Rockstar Pinky Shah join us on this episode of Shah Plan-It! December 20, 2022

1 in 10 Americans have unclaimed property, over 3 billion dollars are returned by States annually, but most Americans don't know how or where to find out if they have unclaimed assets. In recent decades, many states of amended their laws to adopt more lenient definitions of what constitutes abandoned properties. How can you find out if you've got lost money? And when you find it, what ca...

Neel has "Super" status! But what impact can these powers against this week's villain, the casino? And what if it wasn't a villain but an ally? The plot thickens... Tune in this week as our hero explains investing lessons from deep within the enemy's lair! December 06, 2022

GO USA!!! World Cup lessons for your investments. Where is Qatar & Wales anyway?  What can we learn about investments from this Soccer/Football/Futbal tournament? Where were you 4 years ago? November 29, 2022

What to look for with family members at Thanksgiving. Biden turns 80 in office, are you working until 80? Gratitude! November 22, 2022

There's stocks, there's bonds, and the funds that hold them - but what about alternative investments? Also, how does supply and demand impact your index funds? Neel 's Uber ride this morning got him thinking. November 15, 2022

With Halloween behind us, folks will now start thinking about charitable gifts leading up to the holidays. Which charitable strategies should you consider? Also-which stock market indexes doing well vs not doing well? And what is the deal with candy corn? Amazing treat or is it the "White Castle" of candy? (love it when you are having it, but cannot look yourself in the mirror after four...

I just got back from amazing conference in Las Vegas & have a ton of stuff to share with you on year-end tax planning, financial planning and retirement planning. And how to just have save a buck on your flights too. I am just going to whittle it down to 9 quick tips now, but more to follow! October 18, 2022

Let's say we are headed to a Recession (Jamie Dimon says we are): What should you know? What should you do/not do?  Here is a quick tip/primer. October 11, 2022

NASA literally fired a 'DART' to affect a future direction of a disaster. So did the Federal Reserve (figuratively, that is).  How are inflation rates & the asteroids similar? Also, an important reminder of the impact of your emotions on your portfolio. September 27, 2022

Queen Elizabeth's recent passing reminds me of the wealth transfer tax system imposed in the US, and one of the public policy reasons cited for it. Let's chat about what you should know about estate taxes, gift taxes, inheritance taxes & other so called "death" taxes. September 20, 2022

For ever team that won in the NFL this week, the same number of teams lost. How do you 'WIN' your financial plan? Here's a quick investing lesson you can learn from the NFL, from the 27 Principles series.  Plus, information on how to access last week's Cybersecurity Webinar. September 13, 2022

Nothing like waking up after a long weekend to a flat tire on a rainy day. This was not a part of the plan. But a change in plans does not mean you won't reach your goals, but it might be you have to adjust what you do - whether it is my flat tire, a portfolio which is down, or other changes in your finances. September 06, 2022

The trip for a gallon of milk to Costco was $200, now it feels more like $400. But the government just passed a law to help right? Maybe not so much- at least not directly. Here is what you need to know about the new Inflation Reduction Act, plus what foreign chocolate means for your investments. August 23, 2022

Just like your finances, you need to know the difference between your plan and goals in life. Here's a humbling reminder for me right now as my 1 hour layover is lasting a bit longer than expected. August 16, 2022