6 episodes
Financial Aspects - Financial planning in a dynamic world (Paul Saad/Collabria Capital) Paul Saad (Collabria Capital, Inc.)
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Life move's pretty fast-Is your financial plan keeping pace? Welcome to The Financial Aspects Podcast Series, where your host Paul Saad will take a fresh approach to help you explore and navigate critical financial issues, in order to maximize your return on life. Paul is a Financial Planner from the San Francisco Bay Area. For more information about Paul, check out www.collabriacapital.com. We thank you all for listening, and stay tuned for our latest episode on our website.Collabria Capital, Inc. is a registered investment adviser offering advisory services in the State of California and in other jurisdictions where exempt from registration.
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The 2020 Election and your taxes (Feat. Caitlin Bottini CPA)
Caitlin Bottini (CPA) provides a high-level comparison of Presidential candidate tax plans. We discuss: potential changes to estate taxes, including the loss of step-up in basis; student loan forgiveness; repeal of prop 13 for commercial properties; and the proposed California Wealth Tax.
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What's Your Estate Plan? (Feat. Dina Nam)
Our guest Dina Nam discusses some timely estate planning topics. We also discuss an exciting new virtual/hybrid Estate Planning platform called Vanilla. Dina is a Wealth Strategist with AdvicePeriod.
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ESG and SRI Investing Strategies - Doing Well by Doing Good (Feat. Jenny Coombs)
Paul talks with Jenny Coombs (Associate professor at the College for Financial Planning) about the increasingly popular investment trend known as Sustainable Responsible Investing (SRI). We cover definitions of the terminology, history & trends, investor profiles, and much more.
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Planning for the Financial Impact of Divorce (Feat. Sabine Webb)
Family law attorney Sabine Webb (Webb Chang LLP) talks with Paul about the financial impacts of divorce and the importance of preparation and education. We cover such topics as division of assets (community vs separate property), spousal & child support, mediation vs litigation, and recent trends such as "graying divorce" for those over 50.
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Are you managing your money to enhance your life? (Feat. Mitch Anthony)
"Money should be a tool not an end". Mitch Anthony, author, radio host....talks with Paul about the concept of Return on Life.
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