The Wealth Sherpa

This episode discusses advanced tax planning strategies for tech professionals and business owners. We discuss how tax loss harvesting goes beyond simply selling 'losers' at year end.  This podcast also breaks down the Mega Backdoor ROTH - and how high earners may be able to 'double dip' in certain job change scenarios. Other topics include generational wealth transfer and tax...

Markets don’t move in straight lines—and neither do portfolios. In this Podcast, Host and CEO of Capital V Group along with guest Kristian Kerr (Head of Macro Strategy at LPL FInancial) explore alternative investments and why private markets and real assets can play a meaningful role beyond traditional stocks and bonds.  

Discover how money, meaning and happiness intersect our financial lives and decisions.  This Podcast challenges how you think about wealth - and what it means to truly live well! Join the host, Arvind Ven, CEO of Capital V Group and guest Prof. Meir Statman, Finance Professor at Santa Clara University, discuss this fascinating topic from his recent book: "A Wealth of Well Being".   We ho...

We often dedicate significant time to crafting and implementing financial investment plans. Yet, planning for one's most valuable asset—health—often remains inadequate. The encouraging news is that strategies for health investments can mirror the approaches utilized by financial experts. In this episode, Ashish Mathur (Director, South Asian Heart Center at El Camino Hospital) discus this topi...

Is your Financial Services firm safeguarding your data?  Are YOU taking steps to keep your financial data safe?  In this episode, Podcast host Arvind Ven, interviews Michael Terry, Senior Information Security Analyst at LPL Financial.  Tune into the Podcast and get some tips from an expert on keeping your data safe. 

Interest rates are at high levels not seen in decades. Housing values were inflated in part by the Fed's 'money printing' or Quantitative Easing (QE). Now, with rapidly rising mortgage interest rates and the Fed's start of Quantitative Tightening (QT), what's next for the housing market?  Listen to the Podcast host, Arvind Ven, and expert guest, Bryan Russell, Mortgage Ban...

Tune in to this latest episode of 'Fifteen Minutes to Financial Freedom' and learn about  - Defined Contribution vs. Defied Benefit plans - 'Mega Backdoor Roth'  - Calsavers plan deadlines and penalties

In this episode, we discuss Donor Advised Funds (DAF) and how it is possible to receive tax benefits while being philanthropic and doing good. 

Tune in to this fast paced podcast on what ideas make the cut, and the types of entrepreneurs that take home venture funding. Our guest this time is Karthee Madasamy, Managing Partner of MFV Partners, a Silicon Valley based early stage investment firm focusing on AI, Deep Tech and Machine Learning. 

Tune in to our host Arvind Ven, and our guest, Pat Kapowich, Silicon Valley Real Estate expert and specialist discuss: - Are financial metrics and proper procedures followed in this overheated market? - Effect of Increasing Interest Rates on Real Estate - New Laws to be aware of

Join us at this Podcast with our host, Arvind Ven, and Podcast Guest, Michelle Bau Yu, Trust Attorney. Don't miss their informative discussion on: - Why you should avoid Probate - Generation Skipping Trust - Why is CA Prop 19 still discussed a year later. 

In this informative and lively episode, our host, Arvind Ven, Independent Advisor and CEO of Capital V Group, discusses best practices to successfully use Linkedin, with Oscar Garcia, CEO of Aspira Consulting, and Career Coach. 

Listen to our host, Arvind Ven, CEO of Capital V Group and our guest, Eric Quon-Lee, an expert on innovation and disruption in technology, discuss how the the concept of 'Work' may never be the same post pandemic. 

There are literally more than a thousand different ways in which a married couple can claim social security income. You have paid into the system for than 35 years - it is up to you to understand your choices on how to maximize your social security payouts. Wrong choices can leave a lot of money on the table. Learn more from this informative episode with the host, Arvind Ven, and the invited exper...

Our Podcasts are always about finance and money, but this one has a small twist. As a former very frequent traveler, I learned (sometimes the expensive way) about when it is better to buy a ticket and when it makes sense to cash in airline points. Airline miles and Hotel points are like currency - learn how they work and how to maximize their value. Happy listening!

Arvind Ven, the host and CEO of Capital V Group answers questions and talks about the Top 5 Mistakes made before and during retirement. While Financial Planning and Retirement Planning are closely related, planning for retirement has some areas that need a different approach. Your life and career at 35 looks a lot different from that at age 65.

Financial Education Series from Capital V Group hosted by Arvind Ven.