Your Trusted Advisor with Tan Phan, MSFP, CFP®
By Tan Phan, MSFP, CFP®
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Category: Investing
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Episodes: 36
Description
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 watch educational videos at www.tanphan.com
| Episode | Date |
|---|---|
|
Avoiding the 3.8% Net Investment Income Tax
|
Jun 18, 2021 |
|
Exceptions to the 10% Early Withdrawal Penalty For IRAs - IMPEACHEDD
|
Jun 18, 2021 |
|
Qualified Opportunity Zone With Examples
|
Jun 18, 2021 |
|
Alternative Minimum Tax (AMT) Credit Examples
|
Jun 18, 2021 |
|
What is Alternative Minimum Tax (AMT)
|
Jun 18, 2021 |
|
What is the 3.8% Net Investment Income Tax (NIIT)
|
Jun 18, 2021 |
|
What is Net Unrealized Appreciation (NUA)
|
Jun 18, 2021 |
|
Restricted Stock Units (RSUs) Comprehensive Guide
|
Jun 18, 2021 |
|
Restricted Stock Comprehensive Guide
|
Jun 18, 2021 |
|
Tax-Loss Harvesting & Tax-Gain Harvesting
|
Jun 18, 2021 |
|
The Most Tax-Efficient Sequence of Withdrawal Strategy Explained
|
Jun 18, 2021 |
|
What You Need To Know About CalSavers Retirement Savings Program
|
Jun 18, 2021 |
|
What Is The Difference Between Suitability vs. Fiduciary Standards
|
Jun 18, 2021 |
|
What You Need To Know About Employee Stock Purchase Plan (ESPP)
|
Jun 18, 2021 |
|
What You Need To Know About Restricted Stock Units (RSUs)
|
Jun 18, 2021 |
|
What You Need To Know About Incentive Stock Options (ISOs)
|
Jun 18, 2021 |
|
What Is Long-Term Care Insurance And Everything You Need To Know About It
|
Jun 18, 2021 |
|
What Is An Annuity And How Do Annuities Work
|
Jun 18, 2021 |
|
What is the best 529 Plan in California?
|
Jun 18, 2021 |
|
Introduction to TAN Wealth Management
|
Oct 19, 2020 |
|
Social Security Retirement Benefits: Rules You Need To Know
|
Oct 19, 2020 |
|
What Is The Difference Between Suitability vs. Fiduciary Standards
|
Oct 19, 2020 |
|
Business Uses Of Disability Income Insurance
|
Oct 19, 2020 |
|
Everything You Need To Know About Disability Income Insurance
|
Oct 19, 2020 |
|
5 Ways to Manage Risk - STARR
|
Oct 19, 2020 |
|
The 6 Steps To The Risk Management Process
|
Oct 19, 2020 |
|
Why You Should Be Cautious When Investing In Individual Stocks
|
Oct 19, 2020 |
|
Strategic Asset Location - A Tax-Smart Strategy For Portfolio Construction
|
Oct 19, 2020 |
|
What Is Portfolio Rebalancing And How You Can Benefit From It?
|
Oct 19, 2020 |
|
Why Gains And Losses Are Not The Same In Psychology And Investment Management
|
Oct 19, 2020 |
|
Social Security Spousal Benefits - FAQs
|
Oct 19, 2020 |
|
Social Security Spousal Benefits
|
Oct 19, 2020 |
|
5 Types of Social Security Benefits Retirement, Disability, Family, Survivors, and Medicare
|
Oct 19, 2020 |
|
Your Guide to Buying a Term Life Insurance Policy
|
Oct 19, 2020 |
|
Life Insurance Application Process and Best Practices
|
Oct 19, 2020 |
|
How To Understand Your Existing Life Insurance Policy
|
Oct 19, 2020 |