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Your Trusted Advisor with Tan Phan, MSFP, CFP®-logo

Your Trusted Advisor with Tan Phan, MSFP, CFP®

Business & Economics Podcasts

Welcome to the Your Trusted Advisor podcast hosted by Tan Phan, a San Francisco-based CERTIFIED FINANCIAL PLANNER™ practitioner, and founder of TAN Wealth Management. This podcast will dive deep into various and complex finance topics: Tax Planning, Retirement, Estate Planning, Retirement Income Planning, Behavioral Finance, Retirement Income & Distribution Strategies, 529 Plans, Social Security, Investment Management, Insurance, Portfolio Construction, Financial Planning.

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Location:

United States

Description:

Welcome to the Your Trusted Advisor podcast hosted by Tan Phan, a San Francisco-based CERTIFIED FINANCIAL PLANNER™ practitioner, and founder of TAN Wealth Management. This podcast will dive deep into various and complex finance topics: Tax Planning, Retirement, Estate Planning, Retirement Income Planning, Behavioral Finance, Retirement Income & Distribution Strategies, 529 Plans, Social Security, Investment Management, Insurance, Portfolio Construction, Financial Planning.

Language:

English

Episodes
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Suitability vs. Fiduciary Standards | Tan Phan, MSFP, CFP

9/15/2019
TAN Wealth Management Please visit my website for the full video transcript: https://tanphan.com/blog/fiduciary Connect with me on LinkedIn: https://www.linkedin.com/in/tanmphan/

Duration:00:01:04

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Employee Stock Purchase Plan (ESPP) | Tan Phan, MSFP, CFP®

9/15/2019
TAN Wealth Management Please visit my website for the full video transcript: https://tanphan.com/blog/employee-stock-purchase-plan-espp Connect with me on LinkedIn: https://www.linkedin.com/in/tanmphan/

Duration:00:14:30

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Restricted Stock Units (RSUs) | Tan Phan, MSFP, CFP®

9/15/2019
TAN Wealth Management Please visit my website for the full video transcript: https://tanphan.com/blog/restricted-stock-units-rsu Connect with me on LinkedIn: https://www.linkedin.com/in/tanmphan/

Duration:00:12:24

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Incentive Stock Options (ISOs) | Tan Phan, MSFP, CFP®

9/3/2019
TAN Wealth Management Please visit my website for the full video transcript:https://tanphan.com/blog/incentive-stock-options-iso Connect with me on LinkedIn: https://www.linkedin.com/in/tanmphan/

Duration:00:11:17

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Long-Term Care Planning | Tan Phan, MSFP, CFP®

9/3/2019
TAN Wealth Management Please visit my website for the full video transcript: https://tanphan.com/blog/long-term-care-insurance Connect with me on LinkedIn: https://www.linkedin.com/in/tanmphan/

Duration:00:12:25

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Business Uses Of Disability Income Insurance | Tan Phan, MSFP, CFP®

9/3/2019
TAN Wealth Management Please visit my website for the full video transcript: https://tanphan.com/blog/business-disability-insurance Connect with me on LinkedIn: https://www.linkedin.com/in/tanmphan/

Duration:00:03:13

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Everything You Need To Know About Disability Income Insurance | Tan Phan, MSFP, CFP®

9/2/2019
TAN Wealth Management Please visit my website for the full video transcript:https://tanphan.com/blog/disability-insurance Connect with me on LinkedIn: https://www.linkedin.com/in/tanmphan/

Duration:00:13:58

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5 Ways to Manage Risk: STARR | Tan Phan, MSFP, CFP®

9/2/2019
TAN Wealth Management Please visit my website for the full video transcript: https://tanphan.com/blog/risk-management Connect with me on LinkedIn: https://www.linkedin.com/in/tanmphan/

Duration:00:01:19

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The 6 Step Risk Management Process | Tan Phan, MSFP, CFP®

9/2/2019
TAN Wealth Management Please visit my website for the full video transcript: https://tanphan.com/blog/risk-management-process Connect with me on LinkedIn: https://www.linkedin.com/in/tanmphan/

Duration:00:00:45

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Why You Should Be Cautious When Investing In Individual Stocks | Tan Phan, MSFP, CFP®

9/1/2019
TAN Wealth Management Please visit my website for the full video transcript: https://tanphan.com/blog/individualstocks Connect with me on LinkedIn: https://www.linkedin.com/in/tanmphan/

Duration:00:04:38

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What is an Annuity? | Tan Phan, MSFP, CFP®

9/1/2019
TAN Wealth Management Please visit my website for the full video transcript: https://tanphan.com/blog/annuity Connect with me on LinkedIn: https://www.linkedin.com/in/tanmphan/

Duration:00:14:07

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What Is The Best 529 Plan In California? | Tan Phan, MSFP, CFP®

9/1/2019
TAN Wealth Management Please visit my website for the full video transcript: https://tanphan.com/blog/529plans Connect with me on LinkedIn: https://www.linkedin.com/in/tanmphan/

Duration:00:08:32

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Strategic Asset Location - A Tax-Smart Strategy For Portfolio Construction | Tan Phan, MSFP, CFP®

3/13/2019
TAN Wealth Management Please visit my website for the full video transcript: https://tanphan.com/blog Connect with me on LinkedIn: https://www.linkedin.com/in/tanmphan

Duration:00:06:55

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What Is Portfolio Rebalancing And How You Can Benefit From It? | Tan Phan, MSFP, CFP®

3/13/2019
TAN Wealth Management Please visit my website for the full video transcript: https://tanphan.com/blog Connect with me on LinkedIn: https://www.linkedin.com/in/tanmphan

Duration:00:08:44

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Why Gains And Losses Are Not The Same In Psychology And Investment Management | Tan Phan, MSFP, CFP®

3/13/2019
TAN Wealth Management Please visit my website for the full video transcript: https://tanphan.com/blog

Duration:00:03:16

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Social Security Spousal Benefits | Tan Phan, MSFP, CFP®

3/12/2019
TAN Wealth Management Please visit my website for the full video transcript: https://tanphan.com/blog Connect with me on LinkedIn: https://www.linkedin.com/in/tanmphan

Duration:00:03:24

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Social Security Benefits - Frequently Asked Questions | Tan Phan, MSFP, CFP®

3/12/2019
TAN Wealth Management Please visit my website for the full video transcript: https://tanphan.com/blog Connect with me on LinkedIn: https://www.linkedin.com/in/tanmphan

Duration:00:05:15

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5 Types of Social Security Benefits: Retirement, Disability, Family, Survivors, and Medicare

3/12/2019
TAN Wealth Management Please visit my website for the full video transcript: https://tanphan.com/blog Connect with me on LinkedIn: https://www.linkedin.com/in/tanmphan

Duration:00:05:43

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Your Guide To Buying A Term Life Insurance Policy | Tan Phan, MSFP, CFP®

3/11/2019
TAN Wealth Management Please visit my website for the full video transcript: https://tanphan.com/blog Connect with me on LinkedIn: https://www.linkedin.com/in/tanmphan

Duration:00:08:55

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Life Insurance Application Process And Best Practices | Tan Phan, MSFP, CFP®

3/11/2019
TAN Wealth Management Please visit my website for the full video transcript: tanphan.com/blog Connect with me on LinkedIn: www.linkedin.com/in/tanmphan

Duration:00:03:51