Your Perfect Retirement Soundtrack: Top Podcast Picks for Retirees 
Amar Shah Amar Shah

Your Perfect Retirement Soundtrack: Top Podcast Picks for Retirees 

In a world buzzing with distractions, finding moments of peace and enrichment becomes essential, especially in retirement. Podcasts offer a serene escape from the noise, providing not just entertainment, but also valuable insights and perspectives. Here's a curated list of podcasts that can transform your retirement journey:

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A Retirees Perspective on Retirement Planning: Beyond the Finances
Estate Planning Client First Capital Estate Planning Client First Capital

A Retirees Perspective on Retirement Planning: Beyond the Finances

Too often, when people think about retirement they focus too much, if not solely, on the financial side of retirement. I had a 35-year career in Financial Services, I understand the importance of being financially prepared. Equally important is the non-financial side of retirement. The “how am I going to live” and “how will I spend my time” side of retirement.

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Top 3 Retirement Planning Lessons from Silicon Valley Bank
Investment Planning, Tax Planning Amar Shah, CFA, CFP® Founder & CIO, Client First Capital Investment Planning, Tax Planning Amar Shah, CFA, CFP® Founder & CIO, Client First Capital

Top 3 Retirement Planning Lessons from Silicon Valley Bank

Well, it’s hard to hide from the news of the Fed and Treasury coming to the rescue of depositors of a failing bank. Silicon Valley Bank is the 20th largest bank in the United States of America and mainly serves the needs of startups and venture capital firms. And because of mismanaged risk and the inability to create liquidity when needed, the bank was taken over by regulators from the FDIC last Friday. This article covers the events that led to the failure of the bank and broader impacts as well as lessons learned from these series of events that can be applied to managing retirement.

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Understanding SECURE Act 2.0 for Tax and Retirement Planning
Tax Planning Amar Shah, CFA, CFP® Founder & CIO, Client First Capital Tax Planning Amar Shah, CFA, CFP® Founder & CIO, Client First Capital

Understanding SECURE Act 2.0 for Tax and Retirement Planning

The SECURE Act 2.0, a recent legislative update, ushers in substantial alterations to the landscape of retirement planning. This new law is aimed at bolstering retirement security for Americans and addressing the challenges inherent in the current retirement system. In this article, we'll delve into the key changes brought about by the SECURE Act 2.0 and their potential impact on retirement planning and tax planning strategies.

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