Beyond Returns

Beyond Returns is a place where we explore ideas, feature expert commentary, and a few laughs about business, investing, strategy, financial planning, and taxes.

We tackle the hard topics like the best ways to structure an investment portfolio, how to create your own personal financial plan, retirement planning, how to save money, etc.

The host, Gabriel Kaplan (CFP® CPA) along with other experts upload new podcasts on a regular basis, so make sure you subscribe and never miss an update!

Learn more and stay-up-to-date at

Nothing we're doing here should be considered one on one financial advice.

Rather, we are here to educate and to invite you into the conversation. See our disclosures here: