Shah PlanIt Podcast
Neel Shah is a practicing estate planning attorney as well as a certified financial planner(r). He has conducted over 3000 corporate business and real estate transactions throughout his career and is the author planning for business owners (available on Amazon).Designing, building and protecting a plan requires an integrated approach across many life and financial areas. Key moments across each phase can impact a client’s long-term success. Several of which present opportunities for professionals to work together. This approach can enhance the client experience while potentially delivering better outcomes. Join Neel Shah, ESQ, CFP as he helps bring some clarity and fun to the world of Estate and Financial Planning.
Episodes
74 episodes
Tax + Investment Planning for Retirement (360° OmniView)
Today’s discussion is focused on strategies for retirement planning, taxes, and investments. We explore topics like stock compensation vehicles and how to plan for them from a tax perspective as retirement approaches. Diversifying investments, ...
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12:02
Proposed tax law changes, retirement goals, staying financially organized, estate & gift tax rules
"3 CFPs, 2 CPAs, and an Attorney walk into a bar..."Welcome to The 360° View! In the video above, we discussed important topics related to potential new tax laws, retirement planning, financial organization, and new estate planning rule...
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13:12
4th Quarter 2023 Tips, Estate Tax Predictions & Dumb Money!
Get your finances in order for the home stretch of 2023!Neel shares tips for Taxes, Trusts, & learning from movies like Dumb Money. Plus strategies to consider to gift, donate, and tax plan. Popcorn-worthy Tax, Financial ...
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10:17
Fall Financial: Updates, Tax Tips, & Planning Pointers
Quick Financial & tax tips today! 10 minutes gives you: - New IRS guidance on 401k contributions, - changes to the FAFSA form, - caveats from of Schwab/TD Ameritrade merger, -interest rates, -the job market, - state ...
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10:24
When will your money double?, Tchotchke planning & IRS fraud guidance
3 key tax, financial & estate takeaways while working from a cottage in Vermont:1) Quick tip on how to calculate (approximately) how long it will take for your money to double, 2) Planning for your personal belongings, 3) IRS fr...
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9:42
Jumper Cables, Pharma Inserts & Trusting Your Advisors
'Trust' is difficult. So are 'Trusts.' 2 examples of where Neel has had to trust his advisors (automobile and medical) highlight something you need to know when working with trust attorneys, financial professionals, and tax experts. Let's...
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1:33
The African Bush and your "why" for financial planning
What is all for anyway? Financial planning, paying less in taxes, your legacy planning, retirement planning are all important tools, but what are you building? And why? Here's a little perspective from me.July 22, 2023
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2:28
Live from Capetown, lessons from Mandela
Just a blessing to come to you from South Africa. Aside from the joy of being with family, and the thrill of being across the world - there's something particularly moving but being in a place that has gone through so much, I moved my leader li...
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3:14
Brownies & Coffee Mugs to explain Wills/Trust in under 10 Min!
Whether one passes away (a) without a will, (b) with a will, or (c) with a trust, impacts the survivors quite differently. Even if you may get to the same end result, the time & potential cost can be dramatically different. Let's use our mo...
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9:04
Independence/treason day, estate tax & Markowitz Legacy
Happy Independence Day! A quick reminder from our former monarchs about the estate tax is in order. Also remembering Harry Markowitz and his legacy. You probably already know the theory, but may not know Professor Markowitz's impact on the way ...
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6:50
Takin' care of business (planning)! Business Success(ion)+Key Employee
If you own, work for or love someone who has a business, you may want to join and/or share this "Planning for Business Succession and Key Employee Retention" session. Let's quickly run through 4 primary elements of business planning, as w...
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10:33
Bull, Bear, or Duck (?) market - what to know about the stock market right now
You may have heard of Bull markets & Bear markets - what about 'Duck' markets? What's the impact of artificial intelligence, interest rate fluctuation & the debt ceiling on your investment portfolio? And what could you do about it? ...
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7:48
Swifties are being misled about probate!
It's probably not Taylor Swift's or Clint Eastwood's fault, but their works are both perpetuating a myth about Wills. I do know about you, but I'm feeling like telling the truth. So I will go ahead and make your day by dispelling this method. I...
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7:01
Vacation Homes - quick financial, tax and legal tips!
I hope everybody had a fantastic Memorial Day. Especially thinking of those, and the family of those, who made the ultimate sacrifice. The price of freedom is not free, and we thank those who gave their lives for our freedom. For many o...
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3:33
Are you the 'better' half?
Heads you can afford retire, tails you can't. 50/50 shot. Sound good? No? Well... 47% of households won’t have enough income to support their standard of living in retirement. That's almost half! How do you kno...
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9:09
4 "Death" Tax rules in 10 minutes you should know
Did you know there is no such actual thing as a "Death" tax? The term was used by some in the 1940's to raise some outrage over the estate tax system. But there are some tax rules that are related to death which you need to know. Let's go over ...
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10:39
What you need to know about OUR move & YOUR move!
Big news on Shah Plan-It tomorrow! 🎉 Some of you may already know, but we are moving! Tune in tomorrow for details. And that reminds us 🤔 what financial planning, tax planning and estate planning considerations should you be thinking about if y...
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4:51
Avoid This Biggest Mistake After Filing Taxes
I was one of those kids that loved dumping my books right after the final exam. Many do the same thing when it comes to our taxes. Filed it? Paid it? Let's move on. And then deal with it again next year. But there's a better way! Joining us for...
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11:40
Must-Do Planning: Young adult Children
It's the time of year when a lot of young people (and their parents & grandparents) are thinking about graduations, proms, colleges & post-high school graduate life. But just because they are 18 doesn't mean they're not still your...
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10:46
Last-minute tax tips/info
Taxes & my golf game: every year we say we are going to do things different. There is 1 week until this year's tax filing deadline. What can you do in one week? And what can you do in 53 weeks (next year's deadline?) Join for some tips, plu...
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9:44
Is your Financial plan Jenga?
There's a lot of anxiety that comes along with playing Jenga. Something about the sound of those blocks coming down. Is your wealth planning any better? How sound is your foundation with your tax plan, estate plan, financial plan, as well as yo...
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7:07
Asset protection-when/how to do it, Inside vs Outside
It feels like it happens 2x/week that we get a phone call from somebody who's already embroiled in some trouble (lawsuit, etc.) & wants to start their asset protection planning. Every time we have to have a conversation about the right time...
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17:47
