Hosted by Unknown Host · 🇺🇸 US · EN-US · 17 episodes
Established thought leaders with verified media credentials.
Financial Education to empower you to take steps towards leading the financial life that you deserve. In plain English and without financial jargon.
Unknown Host hosts The Wealth Sherpa, a business show with 17 episodes published.
This episode discusses advanced tax planning strategies for tech professionals and business owners. We discuss how tax loss harvesting goes beyond simply selling 'losers' at year end. This podcast also breaks down the Me
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 an
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
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
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 LP
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
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
In this episode, we discuss Donor Advised Funds (DAF) and how it is possible to receive tax benefits while being philanthropic and doing good.
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 ba
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 Increas
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 Pr
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
Listen to our host, Arvind Ven, CEO of Capital V Group and our guest, Eric Quon-Lee, an expert on innovation and disruption in technology, discuss how the the concept of 'Work' may never be the same post pandemic.
There are literally more than a thousand different ways in which a married couple can claim social security income. You have paid into the system for than 35 years - it is up to you to understand your choices on how to m
Our Podcasts are always about finance and money, but this one has a small twist. As a former very frequent traveler, I learned (sometimes the expensive way) about when it is better to buy a ticket and when it makes sense
Arvind Ven, the host and CEO of Capital V Group answers questions and talks about the Top 5 Mistakes made before and during retirement. While Financial Planning and Retirement Planning are closely related, planning for r
Financial Education Series from Capital V Group hosted by Arvind Ven.
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To pitch The Wealth Sherpa, visit https://www.buzzsprout.com/1841588 for contact information, then craft a tight one-paragraph hook that ties your expertise to a gap in their recent business coverage.
The Wealth Sherpa is hosted by Unknown Host. The show is categorised under business (investing) and has published 17 episodes.
The Wealth Sherpa has published 17 episodes.
The Wealth Sherpa regularly covers business, investing. It sits in the business category, with a investing focus.
The Wealth Sherpa is accessible for guests with genuine business expertise. A personalised, episode-aware pitch will still outperform a generic one every time.
The Wealth Sherpa hasn't explicitly signalled guest openness in recent episodes. That doesn't rule out pitching. your hook just needs to be especially compelling and relevant to their recent content.
Episodes of The Wealth Sherpa average 23 minutes. a focused format where a clear narrative arc and tight preparation matter most.
Our data rates The Wealth Sherpa's guest bar at 80/100 (Premium tier). Established thought leaders with verified media credentials. Sign in to PitchCentric to see how your own Pod Score compares against this show.
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