Your Trusted Advisor with Tan Phan, MSFP, CFP®

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Tan Phan

Your Trusted Advisor with Tan Phan, MSFP, CFP®

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.

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

    September 15, 2019

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

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

    September 15, 2019

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

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

    September 15, 2019

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

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

    September 3, 2019

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

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

    September 3, 2019

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

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

    September 3, 2019

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

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

    September 2, 2019

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

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

    September 2, 2019

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

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

    September 2, 2019

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

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

    September 1, 2019

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

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

    September 1, 2019

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

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

    September 1, 2019

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

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

    March 13, 2019

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

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

    March 13, 2019

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

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

    March 13, 2019

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

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

    March 12, 2019

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

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

    March 12, 2019

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

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

    March 12, 2019

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

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

    March 11, 2019

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

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

    March 11, 2019

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

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