In this episode of Only Finance with Verus, Minh sits down with Shazia to talk about her experience stepping into a family business and taking on a new role within an established company. The conversation looks at what it’s like to transition from a professional career into a family-owned business and the importance of understanding expectations across generations.Minh and Shazia discuss the challenges that can come with family business succession, including defining roles, learning the business, building relationships with employees, and balancing family dynamics with professional responsibilities. They also talk about the importance of communication and planning rather than making assumptions about who will eventually take over.The conversation also gets into the financial side of running a business, including cash flow, collections, expenses, profitability, and managing growth. Shazia shares some of the lessons she has learned while becoming more involved in the business and how her professional background has helped her contribute a different perspective.It’s a candid conversation about family, business succession, leadership, financial management, and finding your role in an established company. Tune in to Only Finance with Verus to hear Minh and Shazia’s full conversation.

In this episode of Only Finance with Verus Financial, Minh sits down with John Osborn for a conversation about the current market environment and some of the factors investors and financial professionals are watching. They discuss corporate earnings, earnings projections, long-term earnings growth, and valuation, including how these measures are used when evaluating the broader market.

The conversation also looks at changing expectations for earnings and what those numbers can mean for market valuations. Minh and John discuss investor sentiment, the tendency to react to market news, and the importance of looking beyond individual headlines when considering what is happening across the markets. They also touch on different areas of the market, including large-, mid-, and small-cap companies, international and emerging markets, gold, and portions of the bond market.

John and Minh also discuss some of the considerations surrounding alternative investments, including fees, risk, and liquidity, as well as how investors can think about risk tolerance when evaluating different opportunities. The episode provides a broad look at the market, the numbers behind current expectations, and some of the factors that can influence investor behavior. Tune in to Only Finance with Verus Financial to hear the full conversation with Minh and John.

Join Minh and John Osborn for a conversation about the markets, the economy, and the financial topics shaping the year ahead. With decades of experience between them, Minh and John bring their perspectives to the trends and developments investors are watching.

In this episode, they discuss market corrections, interest rates, inflation, bonds, diversification, and what they’re seeing across different areas of the market. They also explore opportunities and considerations surrounding small- and mid-cap companies, international markets, commodities, and alternative investments.

The conversation also looks at the growing role of artificial intelligence and how technology is changing businesses, industries, and the investment landscape.

Minh and John share their perspectives on navigating changing markets, managing risk, and maintaining a diversified approach while looking beyond the headlines.

Tune in to hear what Minh and John have to say—and get their take on the market, the economy, and what they’re watching next.

In this episode of Only Finance with Verus Financial, Audrey turns the tables and interviews Minh about what financial advising looks like beyond the traditional conversations around investing, retirement, taxes, and college planning. Together, they explore the less visible side of financial planning—including the role that behavior, emotions, and personal circumstances can play in financial decisions.

Audrey and Minh discuss how financial conversations can extend into everyday decisions involving spending, supporting adult children, major purchases, real estate, and balancing current priorities with longer-term goals. They also explore the importance of having an objective perspective when evaluating financial decisions and how working backward from a goal can help identify the choices and roadblocks that may affect the path forward.

The conversation also touches on the broader role of a financial advisor in helping clients navigate important conversations and coordinate with other professionals, including attorneys and accountants. From estate planning discussions to evaluating opportunities and helping clients think through difficult financial decisions, Audrey and Minh highlight the many ways financial planning can involve more than simply managing investments.

Tune in to this episode of Only Finance with Verus Financial for a candid conversation about the many layers of financial planning and the role that behavior, relationships, and life decisions can play in the process. Listen in as Audrey and Minh take a closer look at what happens behind the scenes and why financial planning can be about much more than the numbers.

Money, Business & Perspective: How Our Experiences Shape the Way We Think About Finance

In this episode of Only Finance, Minh sits down with Verus Financial team members Brett Cristiano and Jimmy Vongsaly, the newest addition to the team, for a conversation that takes a different look at money and investing. Together, they explore how childhood experiences, family backgrounds, education, and careers can shape the way people think about money.

Brett and Jimmy share personal perspectives on growing up in different generations and family environments, including the influence of their parents and their early experiences with work, saving, business, and investing. The conversation highlights how those experiences can influence financial perspectives well into adulthood.

The discussion also touches on financial education, investing, the stock market, and some of the challenges people may face when their understanding of money is shaped by past experiences. Minh, Brett, and Jimmy talk about the importance of continuing to learn and developing a broader perspective as financial knowledge evolves.

The conversation goes beyond investing, with the team discussing entrepreneurship, starting versus buying a business, leadership, career development, and the importance of continuing to learn throughout your career. Jimmy also shares what it has been like stepping into the financial services industry and beginning his journey at Verus.

Tune in to hear Minh, Brett, and Jimmy share their perspectives on money, business, investing, and the experiences that have shaped the way they approach the financial world.

Real Estate Strategies: Understanding 1031 Exchanges, DSTs & REITs

In this episode of Only Finance, Minh sits down with Jeff Noblin from ExchangeRight for a conversation about real estate, 1031 exchanges, Delaware Statutory Trusts (DSTs), and Real Estate Investment Trusts (REITs). Together, they take a high-level look at some of the strategies and structures that real estate investors may encounter when considering what comes next for an investment property.

Minh and Jeff discuss how DSTs can be used in connection with 1031 exchanges and the circumstances in which investors may consider them. They also explore some of the differences between directly owning and managing real estate and investing in professionally managed real estate structures.

The conversation also covers the role of liquidity, diversification, and timing when thinking about real estate investments. Jeff explains how a DST may serve as one potential option or even a backup consideration during a 1031 exchange, depending on an investor's circumstances and objectives.

Minh and Jeff also discuss how DSTs and REITs can fit into different stages of a real estate strategy, including the concept of moving from a DST into a REIT through a 721 exchange. They touch on holding periods, liquidity considerations, tax deferral, and the importance of understanding the structure and available choices.

Tune in to hear Minh and Jeff break down 1031 exchanges, DSTs, REITs, and the different considerations that can come with real estate investing.

Estate Planning Q&A: Kevin Sunn Answers Your Biggest Questions

Do you really need a will? Can an online will replace one drafted by an attorney? What happens if you have minor children, a blended family, or a loved one with special needs?

In this episode of Only Finance, Minh sits down with estate planning attorney Kevin Sunn to answer some of the most common—and most important—questions about estate planning. They discuss why having a properly drafted will matters, the critical role of guardians for minor children, how blended families can unintentionally disinherit children, and when a special needs trust may be necessary.

Kevin also explains why beneficiary designations often supersede your will, provides an update on the current estate tax exemption, and discusses how powers of attorney can protect you and your loved ones during your lifetime.

Estate planning isn't just about passing on your assets—it's about protecting your family, preserving your wishes, and helping your successors avoid unnecessary stress, expense, and delays through probate.

Whether you're just getting started or need to update an existing plan, this episode offers practical insights that can help you make informed decisions.

Tune in to get answers to your estate planning questions and learn why putting it off could be one of the most expensive decisions you make.

Raised by Entrepreneurs: How 3 Siblings Built Businesses of Their Own

What happens when you grow up in a family business, watching your parents work 12–15 hour days, six days a week, to build something from the ground up?

For siblings Minh, Khanh, and Amy, entrepreneurship wasn’t something they discovered later in life—it was something they grew up watching every day.

In this episode of Only Finance with Verus Financial, Minh,sits down with his sisters Khanh, Real Estate Attorney at Vo|Pham Law Firm, and Amy, owner of AALVO Laser Cut & Design Studio, for a candid conversation about growing up in a first-generation entrepreneurial family and eventually building businesses of their own.

They talk about watching their parents build a successful restaurant with limited English and no prior restaurant experience, the work ethic that came from seeing them sacrifice day after day, and the mindset of simply learning to “do it tired” and keep going.

The conversation also gets real about the parts of entrepreneurship nobody puts on Instagram: rejection, long hours, doing everything yourself, learning to delegate, uncomfortable decisions, and realizing that being your own boss doesn't necessarily mean having more free time.

They share lessons they've learned along the way, including why rejection isn't always personal, why your offer may need to change, how uncomfortable growth can be, and why building the right team means finding people who complement your strengths rather than simply looking for people like you.

From experimenting with menus in their parents' restaurant to innovating in law, real estate, and design, the siblings discuss how the entrepreneurial mindset they learned as kids continues to influence the way they build businesses today.

If you grew up around a family business, are a first-generation American, or have ever wondered what entrepreneurship really looks like behind the scenes, this episode is for you.

No highlight reel. No overnight success story. Just three siblings talking honestly about family, sacrifice, rejection, resilience, and building something of their own.