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  • Is Your Financial Data Safe?
    2023/05/30

    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. 

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    23 分
  • S1 E12: There's a Shift in the Housing Market. What's Next?
    2022/09/13

    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..

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    25 分
  • S1 E11: What Business Owners and Employees need to know
    2022/08/02

    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


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    24 分
  • S1 E10: Donor Advised Funds (DAF) - Tax benefits for being charitable
    2022/07/12
    In this episode, we discuss Donor Advised Funds (DAF) and how it is possible to receive tax benefits while being philanthropic and doing good. 

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    20 分
  • S1 E9: What's next for startups and venture capital
    2022/05/12

    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. 

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    25 分
  • S1 E8: Real Estate Myths and Mistakes
    2022/04/12

    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

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    25 分
  • S1 E7: THREE Estate Planning Tips
    2022/04/05

    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. 

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    14 分
  • S1 E6: Leveraging the Power of Linkedin
    2022/03/28

    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. 

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    36 分