Financial education & insights

Financial Aspects: The Podcast

Welcome to The Financial Aspects Podcast Series, where your host Paul Saad will talk with subject matter experts to help you explore and navigate timely financial issues. You can also listen to us on all the major podcast platforms (Spotify, Amazon, Apple, TuneIn).

ESG & SRI Investing Strategies | Doing Well by Doing Good (feat. Jenny Coombs)
Paul talks with Jenny Coombs (Associate professor at the College for Financial Planning) about the increasingly popular investment trend known as Sustainable Responsible Investing (SRI). We cover definitions of the terminology, history & trends, investor profiles, and much more. About Collabria Capital, Inc. is a San Francisco-Bay Area fee-only fiduciary financial planner & investment manager providing wealth management services to clients locally and virtually throughout the US. Paul Saad, Co-Founder at Collabria Capital, Inc, is a CERTIFIED FINANCIAL PLANNER™ (CFP®) focusing on comprehensive financial planning, personalized investment management, and equity/variable compensation.
April 8, 2022
Planning for the Financial Impact of Divorce (feat. Sabine Webb)
Family law attorney Sabine Webb (Webb Chang LLP) talks with Paul about the financial impacts of divorce and the importance of preparation and education. We cover such topics as division of assets (community vs separate property), spousal & child support, mediation vs litigation, and recent trends such as "graying divorce" for those over 50.
April 8, 2022
Are You Managing Your Money to Enhance Your Life? (feat. Mitch Anthony)
"Money should be a tool not an end". Mitch Anthony, author, radio host....talks with Paul about the concept of Return on Life. About Collabria Capital, Inc. is a San Francisco-Bay Area fee-only fiduciary financial planner & investment manager providing wealth management services to clients locally and virtually throughout the US. Paul Saad, Co-Founder at Collabria Capital, Inc, is a CERTIFIED FINANCIAL PLANNER™ (CFP®) focusing on comprehensive financial planning, personalized investment management, and equity/variable compensation.
April 8, 2022