22 episodes

Financial planning conversation with the Bay Area's best advisors.

Plan Francisco Plan Francisco

    • Business
    • 5.0 • 2 Ratings

Financial planning conversation with the Bay Area's best advisors.

    FIRE Movement & COVID-19 Update with Jirayr Kembikian

    FIRE Movement & COVID-19 Update with Jirayr Kembikian

    In this episode, Maxwell meets with Jirayr Kembikian, CFP to discuss how the economic downturn due to coronavirus affects those who aim for Financial Independence, Retire Early (FIRE).

    • 17 min
    A Conversation with Carol Harnett & Fred Schott of the CDA

    A Conversation with Carol Harnett & Fred Schott of the CDA

    In this episode of Plan Francisco, Maxwell talks with Carol Harnett and Fred Schott of the Council for Disability Awareness about changes in work and life since COVID-19 and how Disability Insurance Awareness Month (DIAM) will look different this year.

    • 30 min
    Bryan Hasling: Sharing a Piece of the Pie

    Bryan Hasling: Sharing a Piece of the Pie

    In this episode of Plan Francisco, Maxwell chats with Bryan Hasling, CFP, EA of JW Harrison Financial Planning. Their conversational dialogue gives insight into how the structure of a firm/business has changed, and also delves into the evolution of the sale of a business. What happens when a sole owner becomes willing to share the business with other partners? How is this transaction conducted—and is it different for a family business? Maxwell and Bryan get into the gritty details of succession planning while also discussing the future of industry trends which, of course, means the adoption of technology.

    • 39 min
    Magda Besser: Financial Planning as a Passion

    Magda Besser: Financial Planning as a Passion

    Today's episode is with Magda Besser, Certified Financial Planner and founder of Wealth In Hand, a financial education platform. Magda is one of those rare few who knew from a young age she wanted to be in the world of finance and her passion shines through. After years of academic, personal, and professional experience, Magda is creating waves in the financial planning industry.

    • 38 min
    Stuart Crandall: Financial Advice on a Holistic Scale

    Stuart Crandall: Financial Advice on a Holistic Scale

    Today's episode is with Stuart Crandall, Vice President of Hutchinson Capital Management. Listen in as Stuart discusses his mission of being a true, holistic financial advisor by trying to understand people's financial situations intimately and engaging with the client experience.

    • 24 min
    Ella Taylor: From Pastry Chef to CFP, Helping Women Grow

    Ella Taylor: From Pastry Chef to CFP, Helping Women Grow

    In this episode, we talk with Ella Taylor, who actually was a pastry chef until she realized she wanted to help women with their finances. After studying women's studies & business, then earning her CFP, that's exactly what she's doing. We'll discuss the hands-on innovation Ella and her team bring to the community, plus her practical advice for anyone interested in the FIRE movement.

    • 24 min

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