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 Mega Backdoor ROTH -...

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 mark...

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 Grou...

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 mirr...

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 Fina...