Portfolio Talks

In Episode 8 of Portfolio Talks, hosted by Portfolio Planning Inc, Aman Oberoy from Alliance Lawyers discusses essential legal topics for professionals, including the importance of prenups, the necessity of maintaining a minute book, the benefits of incorporating, and the protection against liabilities through legal structures. The episode emphasizes proactive legal planning to avoid costly legal...

In this episode of Portfolio Talks, hosts Tyson, Vishal and Mike discuss the importance of quality customer service and its significant impact on client experiences. They share personal stories highlighting the failures of major corporations in providing effective customer service and suggest how businesses can improve. The conversation also touches on financial topics such as investment strategie...

In Episode 6 of Portfolio Talks, the Vishal, Tyson & Mike dive into the post-summer financial landscape, discussing the uptick in productivity, client meetings, and the importance of networking and processes in financial planning. They share insights from recent client interactions, including a charity founder working to enhance medical research and how they are addressing tax-related issues f...

In this episode of Portfolio Talks, the Vishal, Mike & Tyson discuss personal finance topics such as estate planning, the effects of divorce, job loss, illness, and aging on financial decisions. They also share insights about reverse mortgages, charitable donations, and the impact of mental health on money management. The discussion extends to the importance of community involvement through ch...

In this episode of Portfolio Talks, the Tyson and Vishal discuss with our special guest, Kalinka Ciejek , the value of mentorship, collaboration, and the process of navigating the financial and emotional aspects of home ownership, emphasizing the importance of relationship-building in financial planning. They also share personal stories about their experiences with mentorship and the joys of teamw...

In this episode of 'Portfolio Talks,' Vishal Gill , Mike Llyod and Tyson Nagasaka discuss various business wins, the importance of critical illness and disability insurance, and the nuances of reverse mortgages. The conversation highlights personal experiences about the summer slowdown in business, challenges of client communication regarding financial planning, and recommendations for effective f...

In this second episode of 'Portfolio Talks,' hosts Tyson Nagasaka, Mike Lloyd and Vishal Gil discuss spending habits, investment strategies, and their recent experiences in both personal and professional realms. They explore the importance of financial education, the dynamics of client relationships in financial planning, and their assessment of current market investment opportunities, particularl...

In the first episode of Portfolio Talks, Tyson Nagasaka, Vishal Gill, and Mike Lloyd engage in a casual discussion about financial planning, investment strategies, and coping with market volatility. They emphasize the importance of having a diversified portfolio and a solid financial plan to navigate economic disruptions. The conversation also touches on the current stock market trends, including...