The Wealth Sherpa

Arvind Ven, Capital V Group
  • 5.0 (1)
  • INVESTING
  • UPDATED MONTHLY

Financial Education to empower you to take steps towards leading the financial life that you deserve. In plain English and without financial jargon. 

  1. JAN 8

    Deciphering Alterative Investments a.k.a ALTS

    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.

    29 min

  2. 08/25/2025

    A Wealth of Well Being - Interview with Prof. Meir Statman

    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 hope that you will enjoy this fast paced discussion laced with personal anecdotes, as much as we did.

    42 min

  3. 05/22/2025

    Strategies For Investing in Your Health

    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 topic in detail as well as strategies for investing in your heart health.

    31 min

  4. 05/30/2023

    Is Your Financial Data Safe?

    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.

    23 min

  5. 09/13/2022

    S1 E12: There's a Shift in the Housing Market. What's Next?

    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 Banker, discuss what's happening in the economy and what could be next in the cards for the housing market..

    25 min
  6. S1 E11: What Business Owners and Employees need to know

    08/02/2022

    S1 E11: What Business Owners and Employees need to know

    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

    24 min

  7. 07/12/2022

    S1 E10: Donor Advised Funds (DAF) - Tax benefits for being charitable

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

    20 min
  8. S1 E9: What's next for startups and venture capital

    05/12/2022

    S1 E9: What's next for startups and venture capital

    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.

    25 min
See All (16)

About

Financial Education to empower you to take steps towards leading the financial life that you deserve. In plain English and without financial jargon. 

Information

  • Creator
    Arvind Ven, Capital V Group
  • Years Active
    2022 - 2026
  • Episodes
    16
  • Rating
    Explicit
  • Copyright
    © 2026 The Wealth Sherpa
  • Show Website
    The Wealth Sherpa