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The Wealth Sherpa

The Wealth Sherpa

Written by: Arvind Ven Capital V Group
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Financial Education to empower you to take steps towards leading the financial life that you deserve. In plain English and without financial jargon.

© 2026 The Wealth Sherpa
Economics Personal Finance
Episodes
  • Deciphering Alterative Investments a.k.a ALTS
    Jan 8 2026

    Markets don’t move in straight lines—and neither do portfolios.

    In this Podcast, Host and CEO of Capital V Group along with guest Kristian Kerr (Head of Macro Strategy at LPL FInancial) explore alternative investments and why private markets and real assets can play a meaningful role beyond traditional stocks and bonds.

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    29 mins
  • A Wealth of Well Being - Interview with Prof. Meir Statman
    Aug 25 2025

    Discover how money, meaning and happiness intersect our financial lives and decisions.

    This Podcast challenges how you think about wealth - and what it means to truly live well!

    Join the host, Arvind Ven, CEO of Capital V Group and guest Prof. Meir Statman, Finance Professor at Santa Clara University, discuss this fascinating topic from his recent book: "A Wealth of Well Being".

    We hope that you will enjoy this fast paced discussion laced with personal anecdotes, as much as we did.

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    42 mins
  • Strategies For Investing in Your Health
    May 22 2025

    We often dedicate significant time to crafting and implementing financial investment plans. Yet, planning for one's most valuable asset—health—often remains inadequate. The encouraging news is that strategies for health investments can mirror the approaches utilized by financial experts. In this episode, Ashish Mathur (Director, South Asian Heart Center at El Camino Hospital) discus this topic in detail as well as strategies for investing in your heart health.

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    31 mins
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