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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.

PublishesMonthlyEpisodes15Founded3 years ago
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BusinessInvesting

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Artwork for The Wealth Sherpa

Latest Episodes

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. Mei... more

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 app... more

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 ... more

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 Tightening (QT... more

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 investment fir... more

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 on Real Est... more

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Apple Podcasts
#100
Brazil/Business/Investing

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How many episodes of The Wealth Sherpa are there?

The Wealth Sherpa launched 3 years ago and published 15 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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