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Your Trusted Advisor with Tan Phan, MSFP, CFP®

Tan Phan, MSFP, CFP®

Tan Phan is an independent CERTIFIED FINANCIAL PLANNER™ practitioner based in the San Francisco Bay Area. Subjects he covers in the podcast are: Tax Planning, Retirement, Estate Planning, Retirement Income Planning, Behavioral Finance, Retirement Income and Distribution Strategies, 529 Plans, Social Security, Investment Management, Insurance, Portfolio Construction, Financial Planning. You can wat... more

PublishesDailyEpisodes36Founded5 years ago
Categories
BusinessHow ToEducationInvesting

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Artwork for Your Trusted Advisor

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Please visit my website for the full video transcript: https://tanphan.com/blog Connect with me on LinkedIn: https://www.linkedin.com/in/tanmphan TAN Wealth Management

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3 years ago

Please visit my website for the full video transcript: https://tanphan.com/blog Connect with me on LinkedIn: https://www.linkedin.com/in/tanmphan TAN Wealth Management

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3 years ago

Please visit my website for the full video transcript: https://tanphan.com/blog Connect with me on LinkedIn: https://www.linkedin.com/in/tanmphan TAN Wealth Management Hi everyone, my name is Tan, and I am an independent CERTIFIED FINANCIAL PLANNER™ ... more

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3 years ago

Please visit my website for the full video transcript: https://tanphan.com/blog Connect with me on LinkedIn: https://www.linkedin.com/in/tanmphan TAN Wealth Management Alternative Minimum Tax (AMT) Credit - how incentive stock options trigger alterna... more

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3 years ago

Please visit my website for the full video transcript: https://tanphan.com/blog Connect with me on LinkedIn: https://www.linkedin.com/in/tanmphan TAN Wealth Management Overview - Why does alternative minimum tax exist? - What is the alternative minim... more

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3 years ago

Please visit my website for the full video transcript: https://tanphan.com/blog Connect with me on LinkedIn: https://www.linkedin.com/in/tanmphan TAN Wealth Management Overview - What is the 3.8% Net Investment Income Tax (NIIT)? - What individuals a... more

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3 years ago

Please visit my website for the full video transcript: https://tanphan.com/blog Connect with me on LinkedIn: https://www.linkedin.com/in/tanmphan TAN Wealth Management Overview - What is net unrealized appreciation (NUA)? - What is the net unrealized... more

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3 years ago

Please visit my website for the full video transcript: https://tanphan.com/blog Connect with me on LinkedIn: https://www.linkedin.com/in/tanmphan TAN Wealth Management Overview: - What are restricted stock units? - Grant date explanation. - Vesting p... more

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3 years ago

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Reviews

5.0 out of 5 stars from 7 ratings
  • Informative and easy to follow!

    Great content and easy to follow and understand even if you’re just starting to learn about your finances! Would recommend to anyone!

    Apple Podcasts
    5
    mewuii
    United States5 years ago
  • Valuable information!

    Love the content. Learning a lot of finance concepts on a deeper level!

    Apple Podcasts
    5
    nxc30
    United States5 years ago

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