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...

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 Tighteni...

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 based early stage investme...

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...

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 dis...

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. 

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 maximize your social secu...

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 to cash in airline poin...

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 retirement has some areas...

Financial Education Series from Capital V Group hosted by Arvind Ven.