The Savvy Wealth Podcast: Recent Episodes
Amar Shah
Welcome to The Savvy Wealth Podcast with Amar Shah from Client First Capital. Get ready to spend some time at the intersection of your wealth, your values, and your family dynamics. Wealth comes in different shapes and sizes and with a deeper understanding of today’s wealth landscape, you will become a savvy steward of your family’s wealth. Join Amar and his expert guests as they share insight and stories to help align your wealth with your values and family dynamics.
Maybe you’ve considered working with a CERTIFIED FINANCIAL PLANNER™ professional (CFP®), but you don’t have enough information to make a confident decision. You may have questions like “What does this designation even mean?” and “How are CFP® professionals different from other financial professionals?” In this episode of Savvy Wealth Podcast, Amar Shah, CFA, CFP® explains … Continue reading Episode 5 – What to Expect From Your CFP® Professional →
When it comes to blended families and blending assets, things can get a little complicated. In this episode of Savvy Wealth Podcast, Amar Shah shares insight into why planning takes on a whole new level of importance when you’re passing down wealth within a blended family. In this episode, you will learn: What will happen … Continue reading Episode 4 – Blending Your Family in Wealth →
As a wealthy individual, you want your wealth to last for generations. Do you know how to share your wishes and values with your family to make sure everyone is on the same page? In this episode of Savvy Wealth Podcast, Amar Shah shares his expertise in working with families, specifically in having “the conversation” … Continue reading Episode 3 – How to Have That Family Conversation About Wealth →
If there’s one thing that is certain in life, it’s that nearly everything is uncertain. What’s important is to plan for the highest probability for success in every situation. In this episode of Savvy Wealth Podcast, Amar Shah explains his client process and why he’s not afraid to tell his clients the truth. In this … Continue reading Episode 2 – The Certainty of Uncertainty →
Making a shift from working for a large company to working independently can be tricky. But sometimes, it can be exactly what you need to propel your career forward. In this inaugural episode of Savvy Wealth Podcast, you will get to know Amar Shah, founder of Client First Capital, and find out how he came … Continue reading Episode 1 – “Be Good, Do Good” With Amar Shah, Founder of Client First Capital →