How often does this podcast release new episodes?

This podcast updates bi-weekly.

Where can I listen to this podcast?

This podcast is available on 8 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.

Does this podcast accept guests?

Yes, this podcast regularly features guests.

Assets and Taxes

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by Asset Strategy

5.0(2 reviews)

17 episodes

Updated Bi-weekly

Accepts GuestsHas SponsorsLocation 🇺🇸

Podcast Authority

Beta

PoorBased on show quality, social media presence, reviews, charts, and more

Quality36

Social90

YouTube0

Engagement32

Learn more

Podcast Overview

Welcome to "Assets & Taxes," the Asset Strategy podcast where we explore financial planning, tax strategies, investment, and retirement ideas. Hosted by our expert financial advisors, we help you grow your wealth and minimize taxes. Perfect for individuals and small to mid-sized business owners, join us for timely discussions, expert interviews, and actionable tips to make your money work harder. Tune in and let's maximize your assets while keeping taxes at bay! WHERE TO FIND US: https://linktr.ee/assetstrategy BOOK A FREE DISCOVERY CALL: https://assetstrategy.com/contact/#AS_Discovery_Call

Language

🇺🇲

Publishing Since

8/1/2024

Visit Website View on Apple Podcasts RSS Feed

🇺🇸 Charts #3

Outreach generated

Apple 142

Spotify 827

Instant mention tracking

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Podcast Authority

Beta

PoorBased on show quality, social media presence, reviews, charts, and more

Quality36

Social90

YouTube0

Engagement32

Learn more

Excellent Areas

Good Performance

Growth Opportunities

excellent

Episode Length

35 minutes

Performing excellently!

good

Show Notes Quality

3.0/5

Recommendations available

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needs improvement

Publishing Consistency

Every 24 days

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Recent Episodes

June 5, 2026

The Truth About Oil & Gas Right Now

April 20, 2026

How To Build Wealth Through Real Estate - w/ Demetrios Salpoglou

In this episode, Kent Fitzpatrick, AIFA®, GFS®, MSCTA© sits down with Demetrios Salpoglou the CEO of Boston Pads. They breakdown the entire process of how anyone can make wealth through Real Estate. Connect w/ Asset Strategy:Website: <a href="www.assetstrategy.com" target="_blank" rel="noopener noreferer">www.assetstrategy.com</a> Connect w/ Boston Pads:Website: <a href="https://bostonpads.com/?gad_source=1&gad_campaignid=22744240792&gbraid=0AAAAAD-xHLqN43Gno4sxKbQklyL0v_SQG&gclid=CjwKCAjwnZfPBhAGEiwAzg-VzFGifxJQzi9gwCU-jsg-vkNBsA_Dwe7BOQ3vJPFiv8dxyIVxCqIJNBoCbXQQAvD_BwE" target="_blank" rel="noopener noreferer">www.bostonpads.com</a> Sponsoring real estate investment companies, receive management fees from DST structures. While these fees are thoroughly disclosed upfront, they can have an adverse effect on cash flow levels.Getting potential DST investors fully acquainted with the DST structure and being comfortable with it, is one of our main objectives. We will present all DST properties to clients with a private placement memorandum in addition to our educational materials and conversations. The full disclosure document includes detailed information about all relevant aspects of the DST, including disclosures of risks. We welcome any questionsyou have along the way by calling 855-676-1031 when considering ownership of a beneficial interest in a DST.DST 1031 properties are only available to Accredited Investors (typically defined as having a $1 million net worth excluding primary residence or $200,000 income individually/$300,000 jointly of the last three years; or have an active Series 7, Series 82, or Series 65. Individuals holding only a Series 66 registration may not automatically qualify; verify your status with your CPA and Attorney. If you are unsure if you are an Accredited Investor and/or an accredited entity, please verify with your CPA and Attorney.There are material risks associated with investing in DST properties and real estate securities including liquidity, tenant vacancies, general market conditions and competition, lack of operating history, interest rate risks, the risk of new supply coming to market and softening rental rates, general risks of owning/operating commercial and multifamily properties, short term leases associated with multi-family properties, financing risks, potentially adverse tax consequences, general economic risks,development risks, long hold periods and potential loss of the entire investment principal. Current offerings are not represented by the photos. Future offerings will differ from those shown and may look significantly different.Because investor situations and objectives vary this information is not intended to indicate suitability for any individual investor. Tax or legal advice should not be construed from this material. If you have questionsregarding your specific situation, discuss them with your tax and legal advisors. Advisory Services offered through Asset Strategy Advisors, LLC (ASA), a SEC Registered Investment Advisor. Securities offered through Concorde Investment Services, LLC. (CIS), member FINRA/SIPC. Insurance Services offered through Asset Strategy Financial Group, Inc. (ASFG). ASA, CIS and ASFG are separate companies. IRC Section 1031, IRC Section 1033, and IRC Section 721 are complex tax concepts, therefore you should consult your legal or tax professional regarding the specifics ofyour particular situation.ia-sd-r-a-892-4-2026

July 29, 2025

What You Need To Start A Business

If you're an aspiring entrepreneur, want to become a business owner, or are just starting your business, then this episode is going to break down exactly everything that you need to do from a legal and financial perspective when it comes to starting your business.Our Financial Wellness Tool: <a href="https://assetstrategy.com/myblocks/" target="_blank" rel="noopener noreferer">https://assetstrategy.com/myblocks/</a>Our Financial Guides: <a href="https://assetstrategy.com/financial-guides/ " target="_blank" rel="noopener noreferer">https://assetstrategy.com/financial-guides/ </a>Once you're ready, we can offer you some professional guidanceBook a FREE discovery call today to explore how we can help you: <a href="https://assetstrategy.com/contact/" target="_blank" rel="noopener noreferer">https://assetstrategy.com/contact/</a>Call the Asset Strategy Team: 781-235-4426Connect With Asset Strategy:Website: <a href="https://assetstrategy.com/" target="_blank" rel="noopener noreferer">https://assetstrategy.com/</a>LinkedIn: <a href="https://www.linkedin.com/company/asset-strategy-advisors" target="_blank" rel="noopener noreferer">https://www.linkedin.com/company/asset-strategy-advisors</a>Facebook: <a href="https://www.facebook.com/people/Asset-Strategy-Advisors/61573136047425/" target="_blank" rel="noopener noreferer">https://www.facebook.com/people/Asset-Strategy-Advisors/61573136047425/</a>Instagram: <a href="https://www.instagram.com/asset_strategy/" target="_blank" rel="noopener noreferer">https://www.instagram.com/asset_strategy/</a>Legal Halp: <a href="https://www.legalhalplaw.com/" target="_blank" rel="noopener noreferer">https://www.legalhalplaw.com/</a>ia-sc-r-a-565-7-2025

17 total episodes available

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Frequently asked questions

Have a different question and can't find the answer you're looking for? Reach out to our support team by sending us an email and we'll get back to you as soon as we can.

What is Assets and Taxes?: Welcome to "Assets & Taxes," the Asset Strategy podcast where we explore financial planning, tax strategies, investment, and retirement ideas. Hosted by our expert financial advisors, we help you grow your wealth and minimize taxes. Perfect for individuals and small to mid-sized business owners, join us for timely discussions, expert interviews, and actionable tips to make your money work harder. Tune in and let's maximize your assets while keeping taxes at bay!

WHERE TO FIND US: https://linktr.ee/assetstrategy

BOOK A FREE DISCOVERY CALL: https://assetstrategy.com/contact/#AS_Discovery_Call
How often does this podcast release new episodes?: This podcast updates bi-weekly.
Where can I listen to this podcast?: This podcast is available on 8 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
Does this podcast accept guests?: Yes, this podcast regularly features guests.

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