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Ashvin Chheda - Immigrants + Finance (Pt. One)
Description
Tune in to hear:
What impact from coronavirus is Ashvin seeing on his clients?
Which workforce sectors are getting hardest hit, so far, by Covid-19?
Potential approaches financial professionals can take when there are unprecedented levels of uncertainty
What the concept of “bucketing” means within a financial plan and how this can encourage positive investment behavior
How to counsel a client set on sending money home to family abroad without having their own stable financial house
While every person’s financial situation is unique, how in general do the financial concerns of a first generation American differ from say, a fourth generation American?
What are some unique financial planning considerations for clients on a work visa?
Follow up with Ashvin: https://www.ashvinchheda.com