The Wealth Sherpa
Episodes
Tax Planning and Strategies for Tax Alpha
10 Mar 2026
Contributed by Lukas
This episode discusses advanced tax planning strategies for tech professionals and business owners. We discuss how tax loss harvesting goes beyond sim...
Deciphering Alterative Investments a.k.a ALTS
08 Jan 2026
Contributed by Lukas
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 (He...
A Wealth of Well Being - Interview with Prof. Meir Statman
25 Aug 2025
Contributed by Lukas
Discover how money, meaning and happiness intersect our financial lives and decisions. This Podcast challenges how you think about wealth - and what ...
Strategies For Investing in Your Health
22 May 2025
Contributed by Lukas
We often dedicate significant time to crafting and implementing financial investment plans. Yet, planning for one's most valuable asset—health—...
Is Your Financial Data Safe?
30 May 2023
Contributed by Lukas
Is your Financial Services firm safeguarding your data? Are YOU taking steps to keep your financial data safe? In this episode, Podcast host Arvind ...
S1 E12: There's a Shift in the Housing Market. What's Next?
13 Sep 2022
Contributed by Lukas
Interest rates are at high levels not seen in decades. Housing values were inflated in part by the Fed's 'money printing' or Quantitati...
S1 E11: What Business Owners and Employees need to know
02 Aug 2022
Contributed by Lukas
Tune in to this latest episode of 'Fifteen Minutes to Financial Freedom' and learn about - Defined Contribution vs. Defied Benefit plans- &...
S1 E10: Donor Advised Funds (DAF) - Tax benefits for being charitable
12 Jul 2022
Contributed by Lukas
In this episode, we discuss Donor Advised Funds (DAF) and how it is possible to receive tax benefits while being philanthropic and doing good.
S1 E9: What's next for startups and venture capital
12 May 2022
Contributed by Lukas
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 K...
S1 E8: Real Estate Myths and Mistakes
12 Apr 2022
Contributed by Lukas
Tune in to our host Arvind Ven, and our guest, Pat Kapowich, Silicon Valley Real Estate expert and specialist discuss:- Are financial metrics and prop...
S1 E7: THREE Estate Planning Tips
05 Apr 2022
Contributed by Lukas
Join us at this Podcast with our host, Arvind Ven, and Podcast Guest, Michelle Bau Yu, Trust Attorney. Don't miss their informative discussion on...
S1 E6: Leveraging the Power of Linkedin
28 Mar 2022
Contributed by Lukas
In this informative and lively episode, our host, Arvind Ven, Independent Advisor and CEO of Capital V Group, discusses best practices to successfully...
S1 E5: The Future of Work. Will 'work' remain the same post Covid?
14 Mar 2022
Contributed by Lukas
Listen to our host, Arvind Ven, CEO of Capital V Group and our guest, Eric Quon-Lee, an expert on innovation and disruption in technology, discuss how...
S1 E4: Understanding the importance of Social Security in Retirement Income Planning
13 Nov 2021
Contributed by Lukas
There are literally more than a thousand different ways in which a married couple can claim social security income. You have paid into the system for ...
S1 E3: Maximizing your Airline Miles. Knowing when to buy and when to use miles.
11 Oct 2021
Contributed by Lukas
Our Podcasts are always about finance and money, but this one has a small twist. As a former very frequent traveler, I learned (sometimes the expensiv...
S1 E2: Top 5 Retirement Mistakes
16 Sep 2021
Contributed by Lukas
Arvind Ven, the host and CEO of Capital V Group answers questions and talks about the Top 5 Mistakes made before and during retirement. While Financia...
S1 E1: The Magic and the Power of the number 72
24 Aug 2021
Contributed by Lukas
Financial Education Series from Capital V Group hosted by Arvind Ven.