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 - and how high earners may be able to 'double dip' in certain job change scenarios.

Other topics include generational wealth transfer and tax smart charitable giving using DAF's, CLAT's, Life Insurance and other instruments.

The fast paced discussion also addresses managing concentrated stock risk through some sophisticated strategies using alternative investments although some are available only to qualified investors.

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 markets and real assets can play a meaningful role beyond traditional stocks and bonds.

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.