Plan Francisco

FIRE Movement & COVID-19 Update with Jirayr Kembikian

In this episode, Maxwell meets with Jirayr Kembikian, CFP to discuss how the economic downturn due to coronavirus affects those who aim for Financial Independence, Retire Early (FIRE).

A Conversation with Carol Harnett & Fred Schott of the CDA

In this episode of Plan Francisco, Maxwell talks with Carol Harnett and Fred Schott of the Council for Disability Awareness about changes in work and life since COVID-19 and how Disability Insurance Awareness Month (DIAM) will look different this year.

Bryan Hasling: Sharing a Piece of the Pie

In this episode of Plan Francisco, Maxwell chats with Bryan Hasling, CFP, EA of JW Harrison Financial Planning. Their conversational dialogue gives insight into how the structure of a firm/business has changed, and also delves into the evolution of the sale of a business. What happens when a sole owner becomes willing to share the business with other partners? How is this transaction conducted—and is it different for a family business? Maxwell and Bryan get into the gritty details of succession planning while also discussing the future of industry trends which, of course, means the adoption of technology.

Magda Besser: Financial Planning as a Passion

Today's episode is with Magda Besser, Certified Financial Planner and founder of Wealth In Hand, a financial education platform. Magda is one of those rare few who knew from a young age she wanted to be in the world of finance and her passion shines through. After years of academic, personal, and professional experience, Magda is creating waves in the financial planning industry.

Stuart Crandall: Financial Advice on a Holistic Scale

Today's episode is with Stuart Crandall, Vice President of Hutchinson Capital Management. Listen in as Stuart discusses his mission of being a true, holistic financial advisor by trying to understand people's financial situations intimately and engaging with the client experience.

Ella Taylor: From Pastry Chef to CFP, Helping Women Grow

In this episode, we talk with Ella Taylor, who actually was a pastry chef until she realized she wanted to help women with their finances. After studying women's studies & business, then earning her CFP, that's exactly what she's doing. We'll discuss the hands-on innovation Ella and her team bring to the community, plus her practical advice for anyone interested in the FIRE movement.

Jirayr Kembikian: Enhancing the "Fiduciary" Role

Welcome back to Plan Francisco Season 3! This season is all about interviewing the Bay Area's brightest financial planners and advisors. In this first episode, Maxwell interviews Jirayr Kembikian, a brilliant mind in the business of financial planning. He's an expert on equity ownership, stock options, the FIRE (Financial Independence, Retire Early) movement, and other trends that attract young workers. Plus, he's proposing a fee-only model that truly stands to further enhance the scope of the term "fiduciary."

Disability Survival Kit Part 5: Postface

Thank you for tuning into the Disability Survival Kit! You've made it to the end. In this postface episode, take what you've learned and figure out the next steps towards financial freedom. If you haven't checked it out, download the entire visual experience at www.di-ltc.com/disabilitysurvivalkit !

Disability Survival Kit Part 4: Individual Coverage

Business owners, sole proprietors, independent contractors, and 1099 employees are typically not eligible for group benefits or California state disability. These clients need to assess their options in the individual marketplace. Learn about life insurance, annuities, disability insurance, long-term care insurance, and critical illness insurance in this chapter.

Disability Survival Kit Part 3: Employee Benefits

In part three of the Disability Survival Kit, learn about the benefits potentially available to employees: worker's compensation, retirement disability or pension, group long-term disability insurance, executive income insurance, and worksite insurance.