What is the role of emotions in investing?

posted by Michael Gray, CPA @ 8:32 AM
September 28, 2016

This week’s interview on Financial Insider Weekly to be broadcast in San Jose and Campbell this Friday, September 30, is with Craig Martin, CFP(R) of The Family Wealth Consulting Group. Our interview subject is “The role of emotions in investing.” The interview will be broadcast at 9:30 p.m. Pacific Time on CreaTV, Comcast Channel 15 in San Jose and Campbell, and will be broadcast as streaming video at the same time at www.creatvsj.org. You can find broadcast times for other San Francisco Bay Area cities and past episodes at www.financialinsiderweekly.com.

Are premarital agreements effective in California?

posted by Michael Gray, CPA @ 8:31 AM
September 14, 2016

This week’s interview on Financial Insider Weekly to be broadcast in San Jose and Campbell Fridays, September 16 and 23, is with attorney Michael Desmarais. Our interview subject is “But my spouse agreed!” (Premarital agreements.) The interview will be broadcast at 9:30 p.m. Pacific Time on CreaTV, Comcast Channel 15 in San Jose and Campbell, and will be broadcast as streaming video at the same time at www.creatvsj.org. You can find broadcast times for other San Francisco Bay Area cities and past episodes at www.financialinsiderweekly.com.

What are the separation and inheritance issues for unmarried couples?

posted by Michael Gray, CPA @ 8:22 AM
September 2, 2016

This week’s interview on Financial Insider Weekly to be broadcast in San Jose and Campbell Fridays, September 2 and 9, is with attorney Michael Desmarais. Our interview subject is “Why don’t we just live together?” The interview will be broadcast at 9:30 p.m. Pacific Time on CreaTV, Comcast Channel 15 in San Jose and Campbell, and will be broadcast as streaming video at the same time at www.creatvsj.org. You can find broadcast times for other San Francisco Bay Area cities and past episodes at www.financialinsiderweekly.com.

How can family businesses plan for the next generation?

posted by Michael Gray, CPA @ 8:39 AM
August 24, 2016

This week’s interview on Financial Insider Weekly to be broadcast in San Jose and Campbell Friday, August 26, is with attorney Charles H. Packer of Hopkins & Carley. Our interview subject is “Sucession planning issues of family businesses.” The interview will be broadcast at 9:30 p.m. Pacific Time on CreaTV, Comcast Channel 15 in San Jose and Campbell, and will be broadcast as streaming video at the same time at www.creatvsj.org. You can find broadcast times for other San Francisco Bay Area cities and past episodes at www.financialinsiderweekly.com.

What are the property tax change of ownership rules for California real estate?

posted by Michael Gray, CPA @ 8:10 AM
August 10, 2016

This week’s interview on Financial Insider Weekly to be broadcast in San Jose and Campbell Friday, August 12, is with attorney Charles H. Packer of Hopkins & Carley. Our interview subject is “Tax planning for real estate change of ownership in California.” The interview will be broadcast at 9:30 p.m. Pacific Time on CreaTV, Comcast Channel 15 in San Jose and Campbell, and will be broadcast as streaming video at the same time at www.creatvsj.org. You can find broadcast times for other San Francisco Bay Area cities and past episodes at www.financialinsiderweekly.com.

Should you terminate a family trust?

posted by Michael Gray, CPA @ 8:43 AM
August 5, 2016

This week’s interview on Financial Insider Weekly to be broadcast in San Jose and Campbell Friday, August 5, is with attorney Charles H. Packer of Hopkins & Carley. Our interview subject is “Should you terminate a family trust considering recent tax law changes?” The interview will be broadcast at 9:30 p.m. Pacific Time on CreaTV, Comcast Channel 15 in San Jose and Campbell, and will be broadcast as streaming video at the same time at www.creatvsj.org. You can find broadcast times for other San Francisco Bay Area cities and past episodes at www.financialinsiderweekly.com.

What are the tax rules for sale of a principal residence?

posted by Michael Gray, CPA @ 8:28 AM
July 20, 2016

This week’s interview on Financial Insider Weekly to be broadcast in San Jose and Campbell Fridays, July 22 and 29, is with attorney and CPA G. Scott Haislet. Our interview subject is “Sale of a principal residence.” The interview will be broadcast at 9:30 p.m. Pacific Time on CreaTV, Comcast Channel 15 in San Jose and Campbell, and will be broadcast as streaming video at the same time at www.creatvsj.org. You can find broadcast times for other San Francisco Bay Area cities and past episodes at www.financialinsiderweekly.com

How do Section 1031 Tax Deferred Exchanges work?

posted by Michael Gray, CPA @ 8:43 AM
June 29, 2016

This week’s interview on Financial Insider Weekly to be broadcast in San Jose and Campbell Fridays, July 1 and 8, is with attorney and CPA G. Scott Haislet. Our interview subject is “Section 1031 Exchanges.” The interview will be broadcast at 9:30 p.m. Pacific Time on CreaTV, Comcast Channel 15 in San Jose and Campbell, and will be broadcast as streaming video at the same time at www.creatvsj.org. You can find broadcast times for other San Francisco Bay Area cities and past episodes at www.financialinsiderweekly.com

What should married couples know about Social Security?

posted by Michael Gray, CPA @ 8:43 AM
June 22, 2016

This week’s interview on Financial Insider Weekly to be broadcast in San Jose and Campbell this Friday, June 24, is with Sharon Lacy, CFP(R) and CPWA(R) of United Capital Financial Advisors. Our interview subject is “Social security concerns for married couples.” The interview will be broadcast at 9:30 p.m. Pacific Time on CreaTV, Comcast Channel 15 in San Jose and Campbell, and will be broadcast as streaming video at the same time at www.creatvsj.org. You can find broadcast times for other San Francisco Bay Area cities and past episodes at www.financialinsiderweekly.com

What are some basics you should know about Social Security benefits?

posted by Michael Gray, CPA @ 7:59 AM
June 15, 2016

This week’s interview on Financial Insider Weekly to be broadcast in San Jose and Campbell this Friday, June 17, is with Sharon Lacy, CFP(R) and CPWA(R) of United Capital Financial Advisors. Our interview subject is “Social Security basics.” The interview will be broadcast at 9:30 p.m. Pacific Time on CreaTV, Comcast Channel 15 in San Jose and Campbell, and will be broadcast as streaming video at the same time at www.creatvsj.org. You can find broadcast times for other San Francisco Bay Area cities and past episodes at www.financialinsiderweekly.com