Fri, 06 Mar 2026 20:45:54 -0500 https://collabriacapital.buzzsprout.com en-us © 2026 Financial Aspects - Financial planning in a dynamic world (Paul Saad/Collabria Capital) yes c391c1f5-a09d-5f9d-a30a-67c9c2bd3a2b Paul Saad (Collabria Capital, Inc.) episodic false Buzzsprout (https://www.buzzsprout.com) Paul Saad (Collabria Capital, Inc.) https://storage.buzzsprout.com/vz5le57sw0r0vf003k84wdeo0xn3?.jpg The 2020 Election and your taxes (Feat. Caitlin Bottini CPA) Caitlin Bottini (CPA) provides a high-level comparison of Presidential candidate tax plans. We discuss: potential changes to estate taxes, including the loss of step-up in basis; student loan forgiveness; repeal of prop 13 for commercial properties; and the proposed California Wealth Tax.

]]> Caitlin Bottini (CPA) provides a high-level comparison of Presidential candidate tax plans. We discuss: potential changes to estate taxes, including the loss of step-up in basis; student loan forgiveness; repeal of prop 13 for commercial properties; and the proposed California Wealth Tax.

]]> Paul Saad Buzzsprout-5571223 Wed, 23 Sep 2020 09:00:00 -0700 2611 tax planning, financial planning, estate planning 1 6 full false What's Your Estate Plan? (Feat. Dina Nam) Our guest Dina Nam discusses some timely estate planning topics. We also discuss an exciting new virtual/hybrid Estate Planning platform called Vanilla. Dina is a Wealth Strategist with AdvicePeriod.

]]> Our guest Dina Nam discusses some timely estate planning topics. We also discuss an exciting new virtual/hybrid Estate Planning platform called Vanilla. Dina is a Wealth Strategist with AdvicePeriod.

]]> Paul Saad (Collabria Capital) Buzzsprout-5199676 Sat, 29 Aug 2020 10:00:00 -0700 1888 estate planning, trusts, probate, health care directive, lifetime gift tax exemption, digital assets, step up in basis 5 5 full false ESG and SRI Investing Strategies - Doing Well by Doing Good (Feat. Jenny Coombs) Paul talks with Jenny Coombs (Associate professor at the College for Financial Planning) about the increasingly popular investment trend known as Sustainable Responsible Investing (SRI). We cover definitions of the terminology, history & trends, investor profiles, and much more.

]]> Paul talks with Jenny Coombs (Associate professor at the College for Financial Planning) about the increasingly popular investment trend known as Sustainable Responsible Investing (SRI). We cover definitions of the terminology, history & trends, investor profiles, and much more.

]]> Paul Saad (Feat. Jenny Coombs) Buzzsprout-5038847 Mon, 17 Aug 2020 16:00:00 -0700 3199 ESG and SRI, Investment strategies, Millennial investing trends, Greenwashing, Environmental awareness 4 4 full false Planning for the Financial Impact of Divorce (Feat. Sabine Webb) Family law attorney Sabine Webb (Webb Chang LLP) talks with Paul about the financial impacts of divorce and the importance of preparation and education. We cover such topics as division of assets (community vs separate property), spousal & child support, mediation vs litigation, and recent trends such as "graying divorce" for those over 50. 

]]> Family law attorney Sabine Webb (Webb Chang LLP) talks with Paul about the financial impacts of divorce and the importance of preparation and education. We cover such topics as division of assets (community vs separate property), spousal & child support, mediation vs litigation, and recent trends such as "graying divorce" for those over 50. 

]]> Paul Saad (Feat. Sabine Webb of Webb Chang LLP) Buzzsprout-4415660 Thu, 02 Jul 2020 11:00:00 -0700 2452 Financial Planning, Divorce, #finplannow, Collabria Capital, Webb Chang LLP 3 3 full false Are you managing your money to enhance your life? (Feat. Mitch Anthony) Paul Saad (Feat. Mitch Anthony) Buzzsprout-4108310 Tue, 09 Jun 2020 14:00:00 -0700 1860 2 2 full false Series Premiere Paul Saad - Collabria Capital Buzzsprout-3817199 Mon, 18 May 2020 13:00:00 -0700 838 Financial Perspectives - Personal Financial Planning 1 1 full false