『The Wealth Sherpa』のカバーアート

The Wealth Sherpa

The Wealth Sherpa

著者: Arvind Ven Capital V Group
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Financial Education to empower you to take steps towards leading the financial life that you deserve. In plain English and without financial jargon.

© 2025 The Wealth Sherpa
個人ファイナンス 経済学
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  • A Wealth of Well Being - Interview with Prof. Meir Statman
    2025/08/25

    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 Group and guest Prof. Meir Statman, Finance Professor at Santa Clara University, discuss this fascinating topic from his recent book: "A Wealth of Well Being".

    We hope that you will enjoy this fast paced discussion laced with personal anecdotes, as much as we did.

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    42 分
  • Strategies For Investing in Your Health
    2025/05/22

    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 mirror the approaches utilized by financial experts. In this episode, Ashish Mathur (Director, South Asian Heart Center at El Camino Hospital) discus this topic in detail as well as strategies for investing in your heart health.

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    31 分
  • Is Your Financial Data Safe?
    2023/05/30

    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 Financial.
    Tune into the Podcast and get some tips from an expert on keeping your data safe.

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    23 分
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