Shah PlanIt Podcast

It has been a wild first half of the year. Inflation up, recession, interest rates spiking, global unrest, and yes, COVID is still a thing. What should you know about the first half and what should you do about the second half? We have already shared this with our clients, and then our newsletter subscribers. For anyone interested, here is the recording of this week's webinar with Neel Shah o...

When you create a plan, the only thing that is certain is that it is not going to go the way you expected. The opportunity to sell a business or property, retiring at 50 vs. retiring at 65, how you are going to pay for college - more likely than not it is not going to go the way you planned. Here is how you get to your destination either way. August 02, 2022

For those planning to win tonight's jackpot, and for those who are not: If you do win tonight's $800 million jackpot-here is what you should know. But if you are not planning to win the lottery (or just not tonight) - you should probably pay attention to this too.    ALSO!!! Do not forget to join us next Tuesday evening at 6 PM for our midyear economic update webinar and Outlook/financia...

It's human nature: if things seem complicated, we are less likely to do them. Check out a simple 3 Bucket financial planning approach to start a meaningful dialogue. July 19, 2022

How we rearranged the Shah 747; Tax, market & investment tips for the second half of 2022; free resources available for you. July 12, 2022

We weren't just celebrating our nation's independence. I now have an adult child! Here is a tax tip and a legal tip I think all parents and grandparents should know and do! July 05, 2022

Today's episode is going to be a little different. Neel will reveal some very personal thoughts as we celebrate our 1st 6 months of the Shah Plan-It show + What to expect from us in 2nd half of 2022. June 28, 2022

Neel didn't realize how much there was to be learned about investments when hiking a particular challenging trail. Today : Mapping out your trail, knowing why you're investing, time horizons and risks. Need help figuring out your (investment) path? Feel free to reach out! Hope you enjoy today's episode! June 21, 2022

I'm a "Bears" fan, not a Bear MARKET fan. S&P500 enters Bear market. What the heck does that mean & what should you know/do about it? June 14, 2022

Your Financial Halftime adjustments! In the spirit of the NBA playoffs, it's almost halftime for 2022. Your 1st half may have gone the way you wanted. What are you doing for investments & finances for your halftime adjustments? Here are some ideas. June 07, 2022

What if you used investments to cause social change? Gun violence, environmental, or other causes that matter to you. Investing should be consistent with a plan to help you to meet your financial goals - but Environmental, Social, and Governance (ESG) criteria are used to screen investments based on corporate policies and to encourage companies to act responsibly. May 31, 2022

When the stock market behaves the way it has the first half of 2022, it's perfectly normal for consider doing something different. The allure of real estate draws people in. In today's Shah Plan-It podcast - some things to consider with Real Estate Investing. May 17, 2022

When driving, the temptation is to shift from one lane to another in traffic because you don't want to be in the wrong lane when things start moving. When investing-do you want to do the same? (Spoiler alert: the answer is no. Here's why!) May 10, 2022

We're told we should 'stay the course',  We know we should be 'disciplined', But why?  Can you prove it? April 26, 2022

Elon musk is buying Twitter. Have a lot of your wealth in Twitter, Tesla, or some other stock? Most of us understand the need to diversify, but we don't really know how to do it. Especially if there's a lot of built up taxable gain. Here are a few strategies we've come up with for clients. April 26, 2022

WHAT to do & WHEN to do asset protection planning, even if you may not have yachts and mansions to lose. April 19, 2022

I love truffle fries/fried mac & cheese, but to link it to tax-preparation versus tax planning? That's wrong.  But it's SUCH an important distinction - hopefully you'll forgive. April 12, 2022

Leave it to the IRS to provide clarity and complicate things at the exact same time. IRA's are a little less straightforward now under the new SECURE act proposed regulations. Let's try to have a little fun as we talked about this morning, shall we? April 05, 2022

Do you want to talk about skittles and how the diversification rainbow can benefit you? Give us a call at 732-743-9550 or visit us at www. ShahPlan.com #bettywhite #thegreatresignation #antoniobrown #skittles January 04, 2021

Blended families, NFL playoffs, volleyball fun and Atlantic City, Roth IRAs for the babies, and more! January 18, 2022

UGMA = UGLY? (and UTMA’s too!) Lemme drop some knowledge on ya… Webinar at the end of February! January 25, 2022

The 'F' Word gets new life & (2) Why your U-G-M-A is U-G-L-Y (and so is your UTMA) February 09, 2022

Join us Tuesday morning as Neel Shah of Shah Total Planning ( www. ShahPlan.com ) discusses what you need to know about Taxes, Estate Planning, Financial Planning, Retirement Strategies & other topics. March 01, 2022

Russia-Ukraine, Gas prices, Market is causing a lot of discomfort.  What can we expect? What has happened in the past? What do we do?