03:21

Get to know Linda Citara

03:52

Things That People Say To Me As An Estate Planner

14:57

Corporate Tranparency Act

13:13

Proposed tax law changes, retirement goals, staying financially organized, estate & gift tax rules

04:13

5 Reasons why your Estate Planning Attorney should also be your Financial Advisor

01:38

Principle #27: Have an Investment Philosophy and Stick to It

01:38

Principle #26: Be an Investor, Not a Speculator

01:47

Principle #25: Fees and Expenses Matter: Don't Pay More Than You Need To

01:46

Principle #24: Taxes Matter: Don't Pay More Than You Need To

01:44

Principle #23: Plan for the Unexpected

01:45

Principle #22: Invest Regularly: Disciplined Investors Catch Unexpected Opportunities

01:56

Principle #21: Sometimes the Best Thing to Do is Nothing

01:41

Principle #20: Don't Turn a Temporary Loss into a Permanent Decline

01:16

Principle #19: Your Behavior Can Impact Your Success

02:20

Principle #18: Plan for Inflation

01:38

Principle #17: Average Returns can be Misleading

01:35

Principle #16: Retirement Success Depends More on Lower Volatility than Higher Returns

02:01

Principle #15: Invest Globally

01:43

Principle #14: Unnecessary Risks are Unnecessary

02:06

Principle #13: Understand How Risk and Return are Related

01:36

Principle #12: Risk is the Price of Admission to Investing

01:45

Principle #11: Past Performance is No Indication of Future Results

02:06

Principle #10: If You Can’t Beat the Market, Own the Market

01:42

Principle #9: Invest as if Markets are Efficient

02:10

Principle #8: Don't Try to Predict Markets

01:39

Principle #7: Don’t Try and Pick Individual Stocks

52:47

Equity Market Update and Year End Tax Planning 2022

01:58

Principle #6: Put Science and Academic Research on Your Side

01:41

Principle #5: Know the Difference Between Advisors and Salespeople

01:50

Principle #4: Investing is Hard —Get Help from a Trusted Advisor

01:56

Principle #3: Invest for the Long Term

01:59

Principle #2: Start Investing as Early as You Can

01:38

Principle #1: Successful Investing Starts with a Plan

01:13

#shorts 5 minute Financial plan? No. But here’s a good starter

09:50

NFL comebacks? Meh. Stock Market Comebacks? Whoa!

03:41

Our favorite "F" word. The 'Fiduciary' standard vs the 'Suitability' standard

01:52

"Hold On" or trust "Poison"? 1990 to 2020 - Stay the Course 2021

03:02

Some Guidance on Prospective Tax Law Changes

59:29

Tax, Estate Planning, Retirement Planning & Financial Planning (Gujarati & English) 10-2021

04:30

What should you do if (when) the tax law changes?

06:27

Key Tax Provisions in House Bill

07:02

Part 2 of 3: Planning for the Impact of Divorce (You & Your Taxes, TV Asia)

08:04

Part 3 of 3: Planning for the Impact of Divorce (You & Your Taxes, TV Asia)

11:12

Part 1 of 3: Planning for the Impact of Divorce (You & Your Taxes, TV Asia)

22:17

2021 Investor Outlook with Neel Shah

04:09

Gifting & clarifying the $15,000 Gift tax rules

02:30

FAQ - Should you use TOD, POD or Trusts? What is the Difference?

02:14

FAQ - What Is All This 'Other Trust' Language Inside Of My Trust?

01:26

If My Assets Have Changed, Do I Need to Update/Modify My Trust?

01:35

FAQ - How Difficult Is It to Change My Trust?

03:16

FAQ - What is a 'Trust Protector' and Why Have One?

21:06

2020 Mid year Update & Outlook

17:06

Investor Update, May 2020

06:25

What can frying eggs teach you about Wills, Trusts and Asset Protection?

11:19

10 Tips in (about) 10 Minutes to a Better Investment Experience

38:57

Taking Control Webcast 5 5 2020: Are you suffering or preparing?

48:01

7 Ways to Stay in Control During Quarantine (4/28)

34:21

4/14 Update: Ask the Veterinarian | Taking Control in a Coronavirus World

37:40

4/7/2020 Update: Ask the Doctor | Taking Control in a Coronavirus World

05:15

What Now? Coronavirus, Oil Prices & Stock Market