Assets and Taxes

About 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

Publisher

Asset Strategy

Category

business

Language

en

Explicit

No

First episode

1 Aug 2024

Latest episode

5 Jun 2026

Latest episodes

17 episodes in the feed.

1. 

   5 Jun 2026

   The Truth About Oil & Gas Right Now

2. 

   20 Apr 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: www.assetstrategy.com (www.assetstrategy.com) Connect w/ Boston Pads: Website: www.bostonpads.com (https://bostonpads.com/?gad_source=1&gad_campaignid=22744240792&gbraid=0AAAAAD-xHLqN43Gno4sxKbQklyL0v_SQG&gclid=CjwKCAjwnZfPBhAGEiwAzg-VzFGifxJQzi9gwCU-jsg-vkNBsA_Dwe7BOQ3vJPFiv8dxyIVxCqIJNBoCbXQQAvD_BwE) 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

3. 

   29 Jul 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: https://assetstrategy.com/myblocks/ (https://assetstrategy.com/myblocks/)Our Financial Guides: https://assetstrategy.com/financial-guides/ (https://assetstrategy.com/financial-guides/ )Once you're ready, we can offer you some professional guidanceBook a FREE discovery call today to explore how we can help you: https://assetstrategy.com/contact/ (https://assetstrategy.com/contact/)Call the Asset Strategy Team: 781-235-4426Connect With Asset Strategy:Website: https://assetstrategy.com/ (https://assetstrategy.com/)LinkedIn: https://www.linkedin.com/company/asset-strategy-advisors (https://www.linkedin.com/company/asset-strategy-advisors)Facebook: https://www.facebook.com/people/Asset-Strategy-Advisors/61573136047425/ (https://www.facebook.com/people/Asset-Strategy-Advisors/61573136047425/)Instagram: https://www.instagram.com/asset_strategy/ (https://www.instagram.com/asset_strategy/)Legal Halp: https://www.legalhalplaw.com/ (https://www.legalhalplaw.com/)ia-sc-r-a-565-7-2025

4. 

   21 Jul 2025

   What's Happening to Crypto? The Future of Digital Currency Regulation

   In this episode of Assets and Taxes, Asset Strategy Financial Consultant Kaelan Fitzpatrick, CFP®, sits down with Magic Eden's Joe Doll. They talk about the regulatory landscape of crypto and how it's evolved over time. They also talk about how people have thrown away millions of dollars in Bitcoin. And talk about what crypto investors can do when it comes to having a good crypto financial strategy. Joe Doll: https://www.linkedin.com/in/joe-doll-820a1a35/ (https://www.linkedin.com/in/joe-doll-820a1a35/)Magic Eden: https://magiceden.us/?gr (https://magiceden.us/?gr)Our Financial Wellness Tool: https://assetstrategy.com/myblocks/ (https://assetstrategy.com/myblocks/)Financial Guides: https://assetstrategy.com/financial-guides/ (https://assetstrategy.com/financial-guides/) Once you're ready, we can offer you some professional guidanceBook a FREE discovery call today to explore how we can help you: https://assetstrategy.com/contact/ (https://assetstrategy.com/contact/)Call the Asset Strategy Team: 781-235-4426Connect With Asset Strategy:Website: https://assetstrategy.com/ (https://assetstrategy.com/)LinkedIn: https://www.linkedin.com/company/asset-strategy-advisors (https://www.linkedin.com/company/asset-strategy-advisors)Facebook: https://www.facebook.com/people/Asset-Strategy-Advisors/61573136047425/ (https://www.facebook.com/people/Asset-Strategy-Advisors/61573136047425/)Instagram: https://www.instagram.com/asset_strategy/ (https://www.instagram.com/asset_strategy/)

5. 

   21 May 2025

   Why A.I. Is A MUST For Your Business In 2025

   Paul Baier, CEO of GAI Insights, informs Kent Fitzpatrick, AIFA®, GFS®, MSCTA©, about the necessity of artificial intelligence for businesses in 2025, covering its trajectory and offering actionable scaling strategies in this interview.

6. 

   15 May 2025

   Set Up Your LLC The RIGHT Way (Asset Protection and Privacy)

   Don't set up your LLC the wrong way. If you just set it and forget it, you could be subject to losing all of your personal assets and having your personal information being out there for the world to see. That's why in this episode, Kent Fitzpatrick AIFA®, GFS®, MSCTA© and Josh Halpern, J.D. break down why its so important to set up your LLC right and how you can go about doing it.(0:00) Intro(1:37) Don't Set Up an LLC On Your Own(5:20) What If You Already Have Insurance?(7:20) How Many LLCs Should You Set Up?(8:00) What are Series LLCs?(9:15) What Information Do You Need To Disclose(10:20) Why Is Wyoming Unique, and What Are COPE Entities?(13:00) Are You Truly Invisible?(14:33) Privacy Addresses and Registered Agents(16:38) Biggest Mistake When Setting Up an LLC(18:15) When Do You Think About Setting Up an LLC?(21:03) Should Your Revocable Living Trust Own Your LLC?(23:14) What is the Due-on-Sale Clause and Why LLCs Beat Insurance(29:10) LLCs and Taxes(32:50) Conclusion Visit Legal Halp: https://www.legalhalplaw.com/ (https://www.legalhalplaw.com/) Our Financial Wellness Tool: https://assetstrategy.com/myblocks/ (https://assetstrategy.com/myblocks/) Our Financial Guides: https://assetstrategy.com/financial-guides/ (https://assetstrategy.com/financial-guides/ ) Once you're ready, we can offer you some professional guidance! Book a FREE discovery call today to explore how we can help you: https://assetstrategy.com/contact/ (https://assetstrategy.com/contact/) Call the Asset Strategy Team: 781-235-4426 Email: info@assetstrategy.com (info@assetstrategy.com) Connect: Website: https://assetstrategy.com/ (https://assetstrategy.com/) LinkedIn: https://www.linkedin.com/company/asset-strategy-advisors (https://www.linkedin.com/company/asset-strategy-advisors) Facebook: https://www.facebook.com/people/Asset-Strategy-Advisors/61573136047425/ (https://www.facebook.com/people/Asset-Strategy-Advisors/61573136047425/) Instagram: https://www.instagram.com/asset_strategy/ (https://www.instagram.com/asset_strategy/) Disclosure: ia-sc-r-a-439-5-2025

7. 

   9 May 2025

   The COMPLETE Guide on College Planning

   Planning for college can be overwhelming; we break everything down so you know what to expect. From choosing a college, applying, financial aid, and more! Whether you're a high school student or parent, this information will guide you in establishing a well-thought-out plan for college!(0:00) Intro(1:03) How Does Campus Bound Help With The College Planning Process(2:16) When Should You Think About Planning For College(4:47) What Should Be Prioritized When Choosing A College(10:10) Common Mistakes When Selecting A College(12:20) Dream Schools vs Reality Schools(14:50) When To Start Applying To Colleges(17:16) What Do Colleges Prioritize When Deciding To Accept A Student(20:26) Tips For Writing A College Essay(23:16) How To Stand Out In The College Application Pool(24:56) What Can Hurt Your College Application(27:19) Need Based vs Merit Based Financial Aid(34:00) What Is FAFSA and How To Fill It Out(38:50) How To Improve Chances of Financial Aid(43:50) Appealing For More Financial Aid(47:27) Are There Instances Where Someone May Not Receive Financial Aid?(49:40) Recent Trends From The Class of 2025(51:23) ConclusionVisit Campus Bound: https://campusbound.com/ (https://campusbound.com/)Our Financial Wellness Tool: https://assetstrategy.com/myblocks/ (https://assetstrategy.com/myblocks/)Our Financial Guides: https://assetstrategy.com/financial-guides/ (https://assetstrategy.com/financial-guides/ )Once you're ready, we can offer you some professional guidanceBook a FREE discovery call today to explore how we can help you: https://assetstrategy.com/contact/ (https://assetstrategy.com/contact/)Call the Asset Strategy Team: 781-235-4426Connect:Website: https://assetstrategy.com/ (https://assetstrategy.com/)LinkedIn: https://www.linkedin.com/company/asset-strategy-advisors (https://www.linkedin.com/company/asset-strategy-advisors)Facebook: https://www.facebook.com/people/Asset-Strategy-Advisors/61573136047425/ (https://www.facebook.com/people/Asset-Strategy-Advisors/61573136047425/)Instagram: https://www.instagram.com/asset_strategy/ (https://www.instagram.com/asset_strategy/)ia-sb-r-a-431-5-2025

8. 

   2 May 2025

   How To Deal With Market Volatility (From Financial Experts)

   If you're watching this, you're probably really nervous about what's going on with current market conditions. Take a deep breath. It's going to be okay. We break down exactly everything that you need to be doing and thinking about when it comes to market volatility. Save this episode whenever you need reassurance!(0:00) Intro(2:17) What should someone be thinking when they see volatile markets(9:55) Timing the Market(12:20) Retirement Contribution Strategy(14:18) How to manage a modern portfolio(28:26) Risk in Retirement(32:45) Final Takeaways See Your Risk Score (MyRisk): https://assetstrategy.com/my-risk/ (https://assetstrategy.com/my-risk/)Our Financial Wellness Tool: https://assetstrategy.com/myblocks/ (https://assetstrategy.com/myblocks/)Our Financial Guides: https://assetstrategy.com/financial-guides/ (https://assetstrategy.com/financial-guides/) Once you're ready, we can offer you some professional guidanceBook a FREE discovery call today to explore how we can help you: https://assetstrategy.com/contact/ (https://assetstrategy.com/contact/)Call the Asset Strategy Team: 781-235-4426Connect:Website: https://assetstrategy.com/ (https://assetstrategy.com/)LinkedIn: https://www.linkedin.com/company/asset-strategy-advisors (https://www.linkedin.com/company/asset-strategy-advisors)Facebook: https://www.facebook.com/people/Asset-Strategy-Advisors/61573136047425/ (https://www.facebook.com/people/Asset-Strategy-Advisors/61573136047425/)Instagram: https://www.instagram.com/asset_strategy/ (https://www.instagram.com/asset_strategy/)

9. 

   11 Apr 2025

   Job Loss Tips You Wish You Knew Sooner...

   If you've recently lost your job or know someone who has, this video is a must-watch. We break down the key financial tips most people don’t hear until it’s too late. This includes what to do with your 401(k) or retirement plan, how to stay afloat while searching for your next opportunity, options for health insurance, severance, and unemployment, simple strategies to avoid costly mistakes, and how to regain financial control and build a better foundation.(0:00) Intro(1:25) What's Are Some Immediate Things You Should Do(4:35) What Does Unemployment Look Like?(6:15) What Are Other Ways To Make Money While Unemployed(7:20) What Happens With Your Retirement Account(9:35) What Does This Mean For Your Thrift Savings Plan (For Government Employees)(11:00) How To Make Sure You Have An Emergency Fund(13:30) What Are Some Big Picture Things To Think About(15:45) How To Stay Positive Through This(17:35) Final Action Steps(19:00) ConclusionWe know that this is a really hard time for you.Luckily, we have some free resources for you to help you get started!Our Financial Wellness Tool: https://assetstrategy.com/myblocks/ (https://assetstrategy.com/myblocks/) Once you're ready, we can offer you some professional guidanceBook a FREE discovery call today to explore how we can help you: https://assetstrategy.com/contact/ (https://assetstrategy.com/contact/)Free Financial Guides: https://assetstrategy.com/financial-guides/ (https://assetstrategy.com/financial-guides/)Call the Asset Strategy Team: 781-235-4426Connect:Website: https://assetstrategy.com/ (https://assetstrategy.com/)LinkedIn: https://www.linkedin.com/company/asset-strategy-advisors (https://www.linkedin.com/company/asset-strategy-advisors)Facebook: https://www.facebook.com/people/Asset-Strategy-Advisors/61573136047425/ (https://www.facebook.com/people/Asset-Strategy-Advisors/61573136047425/)Instagram: https://www.instagram.com/asset_strategy/ (https://www.instagram.com/asset_strategy/)

10. 

    8 Apr 2025

    How To Legally Avoid Real Estate Taxes (1031 Exchanges & DSTs Explained)

    In this episode, Kaelan Fitzpatrick CFP®, sat down with VP of Growth of 1031 Specialists Mike Auerbach. They sat down and discussed the benefits of a 1031 Exchange and Delaware Statutory Trusts (DSTs). If you're a real estate investor, then you need to listen because the benefits can be massive!(00:00) Intro(02:15) What Issues are People Having with 1031 Exchanges(03:50) What Should Someone Look for in a Qualified Intermediary (QI)(06:02) Why Do some 1031 Exchanges Fail?(09:30) What Even is a Qualified Intermediary?(11:30) What is an Accredited Investor?(13:15) Who Should Consider a Delaware Statutory Trust (DST)?(15:50) How Much Capital is Being Placed in DSTs Today?(17:13) What Types of DSTs are Out There?(19:15) What does Asset Strategy do Differently Than Anyone Else?(22:35) When does a DST Not Make Sense for Someone?(24:47) How to Get Out of a DST(28:09) Is it Complicated to Find a DST Sponsor?(29:45) The 7 Deadly Sins of DST Sponsors(38:18) DST Investor Example(40:43) Why Cash Flow is a Great Benefit of a DST(45:10) What Is a 1033 Exchange(47:27) CPAs and Attorney's Don't Even Know About This(49:02) What's the Minimum and Maximum For DSTs(50:02) ConclusionAre you thinking about doing a DST/1031 Exchange?Book a FREE discovery call today to explore how we can help you: https://assetstrategy.com/contact/ (https://assetstrategy.com/contact/)Free DST/1031 Exchange Resources:Guide: https://assetstrategy.aflip.in/Understanding-Tax-Deferred-Exchanges.html (https://assetstrategy.aflip.in/Understanding-Tax-Deferred-Exchanges.html)To Learn more about Mike Auerbach and 1031 Specialists, check out: https://www.1031specialists.com/ (https://www.1031specialists.com/)Call the Asset Strategy Team: 781-235-4426Connect: Website: https://assetstrategy.com/ (https://assetstrategy.com/)LinkedIn: https://www.linkedin.com/company/asset-strategy-advisors/ (https://www.linkedin.com/company/asset-strategy-advisors/)Facebook: https://www.facebook.com/profile.php?id=61573136047425 (https://www.facebook.com/profile.php?id=61573136047425)Instagram: https://www.instagram.com/asset_strategy/ (https://www.instagram.com/asset_strategy/)

11. 

    20 Mar 2025

    Why Everyone Needs an Estate Plan (Before It’s Too Late)

    In this episode of Assets and Taxes, Kent Fitzpatrick sits down with attorney and founder of Legal Halp, Josh Halpern to break down everything you need to know about protecting your assets and securing your family’s future. They discuss why every family—regardless of wealth—needs an estate plan, the differences between wills and trusts, how to avoid probate, and upcoming estate tax changes that could impact your legacy. (0:00) Intro (0:51) Meet Josh Halpern (4:42) Most Americans Don't Have An Estate Plan (6:24) What Happens If You Pass Away Without An Estate Plan (7:23) Why Estate Planning Isn't Only For The Wealthy (8:00) The Difference Between Estate Tax & Probate (11:45) How Often Should You Review Your Estate Plan (12:50) How To Avoid The Probate Court (15:28) Intestate vs. Testate (16:30) Estate Plan Value System (19:36) Elements of an Estate Plan (22:32) Irrevocable Trust vs Revocable Trust (25:00) How The Gift Tax and Estate Tax Works Together (29:48) What Should You Do Now (33:00) How Important Is A Revocable Trust (34:20) Why The Younger Generation Needs To Consider Estate Planning (37:25) Conclusion Have Questions? 📞Book a FREE 15 Minute Discovery Call with us: www.assetstrategy.com/contact (www.assetstrategy.com/contact)----Want more FREE resources? 📚Download some of our FREE Financial Guides!:https://assetstrategy.com/financial-g... (https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqbC10blFacm84WEhEaVh6TEVPU2ZtX2Q2SmU3UXxBQ3Jtc0tsMTRmN0MxS2hoQi1oQUtnUDNabElzclBlcUNWV09GLTBiV2NEY19yMmNlUUdGYVBITngxYm9tTF8wdzFVM3ZoRHJhQ1hKb09HTHoxZkFsOVhweHJDZnUzc3NzR2ZuaWpSSDY3aGU1TG5YVmxIVFdQTQ&q=https%3A%2F%2Fassetstrategy.com%2Ffinancial-guides%2F&v=i1_fI6umvGE)----Found this video helpful? Be sure to hit the like button on this video and share it with someone who may find this helpful. Subscribe to our channel so we can keep helping you grow and create wealth.----Want to know where else you can find us?Click on this link → https://linktr.ee/assetstrategy (https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqbU9SYXVXbFpjc0V4WHF4Qjh6QXd1UHdUMlFjd3xBQ3Jtc0tuSE5JdW1iLXpjWG90bFJac0lfaGFqQ3p6YjA0UEF4cVZtWlA2Nm9MaUhXS2ROWF9kajJUa0tNcUtKLXhrUTA5XzdwdHJxZWVYZU9oQ3JkSmU0SEhvckxPYkxHRkM3UXVzNF9Lc2loOHRvSTFCQ3hQcw&q=https%3A%2F%2Flinktr.ee%2Fassetstrategy&v=i1_fI6umvGE)--Check out Josh's website:https://www.legalhalplaw.com/ (https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqazRib1dRWFNUaTlLSlR1RTA3c3hFQlppQjQxUXxBQ3Jtc0tsaTBTejN1VXFOVm9aWDBRSDgtR3BqOWd0aXliTlN0V2JhMTFiYmZnTHhSNVdUNU5jazEzQnFIdEx2RHA3cmgxaVB2cWZ2Yl9VZXpfRDlSMzRPRUZMUHNKTHJvVEZCb3J4bXJxNHpHcWx4TTllR01Fbw&q=https%3A%2F%2Fwww.legalhalplaw.com%2F&v=i1_fI6umvGE)

12. 

    26 Dec 2024

    How To Build a Financial Plan To GROW Your Wealth | Episode #6

    In this episode of Assets and Taxes, CFP's Peter Doherty, and Kaelan Fitzpatrick go through each step that one must go through in order to build a financial plan. They dive into the three different pillars, Liquidity, Protection, and Growth. What are some different ways to eliminate taxes? How do you allocate your assets? What's the right amount for emergency savings? They answer all that and more in this episode. (0:00) Intro (1:03) Podcast Start (1:48) What's Important About Liquidity? (3:10) What's Right Amount of Money To Have In A Savings Account? (4:55) Where Should You Put Your Savings? (6:22) What Type of Volatility Should You Expect In A Savings Account? (8:38) What's Important About Protection? (10:59) How You Can Be Protected From Taxes (13:15) How Important Is Insurance (17:21) How Is Income Part Of Your Financial Plan (19:19) What's Important About Growth? (21:03) How To Determine Your Financial Goals (24:30) Wrap-Up ---- Need Help Constructing Your Financial Plan or Have Questions? 📞 Book a FREE 15 Minute Discovery Call with us: https://outlook.office365.com/book/Ke... (https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqbmxJS3pMdzRnSjNaSnJyODA4clR1YmJKdXVNd3xBQ3Jtc0tuSVpUc3IzWGZFaGQ0OUJrc05oSnNaWlFvVzZ0N2p3eVhXa2kwMXM1YlVoSWFXaDBrTVRHMkFBZXYya3I4MlN0NDdhM29LUUtzZkd0bENSaVFYcXFBMnRyU0d0dTJmR0VQVl9ka090MzhraFFSM1RsSQ&q=https%3A%2F%2Foutlook.office365.com%2Fbook%2FKentAFitzpatrick%40assetstrategy.com%2F&v=f8DxovfHfzw) ---- Want more FREE resources? 📚 Download some of our FREE Financial Guides!: https://assetstrategy.com/financial-g... (https://assetstrategy.com/financial-guides/) ---- Found this video helpful? Be sure to hit the like button on this video and share it with someone who may find this helpful. Subscribe to our channel so we can keep helping you grow and create wealth. ---- Want to know where else you can find us? Click on this link → https://linktr.ee/assetstrategy (https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqblVGbjRyckRkMnQyUXEycHRIVHF5YUhHQnEwd3xBQ3Jtc0tuTUdia2JNa1NhaHZPTFcxd0RPYWpnbjN0WkZBcU50dGkwQXpsdEZhWUkwTGtJLWIxVUktbEMtcEJxY2J1d3pNbWk1dVFPN0lxNktFaEprV3d2RXV3ak9sVzdRTENLWk1QaXFwTVNBNm1yUGlOU3U4NA&q=https%3A%2F%2Flinktr.ee%2Fassetstrategy&v=f8DxovfHfzw)

13. 

    5 Dec 2024

    What's REALLY Happening with SECURE 3.0? | Episode #5

    Tim Black, Director of Retirement at Asset Strategy, and John Doyle, Senior Retirement Specialist at American Funds, dissect the SECURE 3.0 landscape, exploring its implications for retirement planning and strategy.

14. 

    7 Nov 2024

    How Direct Indexing Can LOWER Your Tax Bill! | Episode #4

    In this episode of 'Assets and Taxes' financial professional, David O'Brien CFP®, CAIA®, is joined by special guest Jeff Murphy CFA, Market Leader at Invesco. They analyze why Direct Indexing is becoming an effective tax savings strategy. DOWNLOAD OUR FREE FINANCIAL GUIDES: https://assetstrategy.com/financial-guides/ (https://assetstrategy.com/financial-guides/) BOOK A DISCOVERY CALL WITH US: https://assetstrategy.com/contact/#AS... (https://assetstrategy.com/contact/#AS_Discovery_Call) Contact David: dco@assetstrategy.com (dco@assetstrategy.com) Contact Jeff: https://www.linkedin.com/in/jeffmurphy6/ (https://www.linkedin.com/in/jeffmurphy6/) (0:00) Introduction (1:17) Podcast Start (2:07) What is Direct Indexing (3:40) Benefits of Direct Indexing (5:02) Tax Loss Harvesting (7:32) How Can You Use Direct Indexing (8:00) What is the 'Wash Sale Rule?' (10:55) How Technology Has Made An Impact (12:20) Invesco's Strategy (17:22) Direct Indexing Planning (18:58) Conclusion This is for informational purposes only, does not constitute individual investment advice, and should not be relied upon as tax or legal advice. Please consult the appropriate professional regarding your individual circumstance. Because investor situations and objectives vary this information is not intended to indicate that an investment is appropriate for or is being recommended to any individual investor. Potential cash flows/returns/appreciation are not guaranteed and could be lower than anticipated. Indices are unmanaged and investors cannot invest directly in an index. Unless otherwise noted, performance of indices does not account for any fees, commissions or other expenses that would be incurred. Returns do not include reinvested dividends. Advisory services offered through Asset Strategy Advisors, LLC (ASA). Securities offered through Concorde Investment Services, LLC (CIS), member FINRA/SIPC. Insurance offered through Asset Strategy Financial Group, Inc. (ASFG). ASFG and ASA are independent of CIS. To access Concorde’s Form Customer Relationship Summary (CRS), Privacy Policy and other disclosures, please click the link in the description. Asset Strategy does not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstances. CRS Form: https://assetstrategy.com/wp-content/uploads/2022/04/Asset-Strategy-CRS-June-30-2020.pdf (https://assetstrategy.com/wp-content/uploads/2022/04/Asset-Strategy-CRS-June-30-2020.pdf)

15. 

    15 Oct 2024

    Financial Professionals Analyze Trump and Harris Tax Policies! | Episode #3

    In this episode of 'Assets and Taxes' financial professionals, Kent Fitzpatrick AIFA®, GFS®, CBFA, and Peter Doherty MBA, CEXP, CFP®, analyze Donald Trump and Kamala Harris' tax policies in this video. Learn how their tax plans could impact your finances. DOWNLOAD OUR FREE FINANCIAL DATA GUIDE: https://mailchi.mp/assetstrategy/maximizing-social-security-guide (https://mailchi.mp/assetstrategy/maximizing-social-security-guide) BOOK A DISCOVERY CALL WITH US: https://assetstrategy.com/contact/#AS_Discovery_Call (https://assetstrategy.com/contact/#AS_Discovery_Call) Contact Kent: kaf@assetstrategy.com (kaf@assetstrategy.com) Contact Peter: pjd@assetstrategy.com (pjd@assetstrategy.com⁠) (0:00) Introduction (1:10) Podcast Start (2:13) Tax Cuts and Jobs Act Expirations (12:12) Individual Taxes (13:20) Capital Gains (15:34) Small Businesses (17:28) Corporate Taxes (18:39) Social Security (19:53) Housing (21:40) Tariffs (22:37) 1031 Exchange (24:50) Kamala Harris Pros and Cons (27:30) Donald Trump Pros and Cons (29:20) Conclusion #donaldtrump #kamalaharris #taxes

16. 

    29 Aug 2024

    Social Security 101 | Episode #2

    Welcome to the second episode of "Assets & Taxes" In this episode, Asset Strategy's Business Operations Manager and Financial Consultant Bill O'Neill, AIF®, sits down with Asset Strategy's Director of Retirement and Senior Financial Consultant Tim Black, to talk about the ins and outs of Social Security. Tim and Bill discuss the qualifications to receive benefits, the importance of identifying your life expectancy, and the individual decisions ahead of each retiree DOWNLOAD OUR FREE SOCIAL SECURITY BENEFIT GUIDE: https://mailchi.mp/assetstrategy/maximizing-social-security-guide (https://mailchi.mp/assetstrategy/maximizing-social-security-guide) BOOK A DISCOVERY CALL WITH US: https://assetstrategy.com/contact/#AS_Discovery_Call (https://assetstrategy.com/contact/#AS_Discovery_Call) Contact Bill: wjo@assetstrategy.com (wjo@assetstrategy.com) Contact Tim: tjb@assetstrategy.com (tjb@assetstrategy.com) (00:00) Introduction (01:24) What is Social Security and why is it important (03:05) How are Social Security Benefits Calculated (04:50) When is ‘Full Retirement Age’ (06:27) How to determine when to take social security benefits (08:13) Explanation of “Break-Even Analysis” (10:17) Conclusion Because investor situations and objectives vary this information is not intended to indicate suitability for any individual investor. This is for informational purposes only, does not represent legal or tax advice does not indicate suitability for any particular investor, and does not constitute an offer to purchase or sell investments. Please consult the appropriate professional regarding your individual circumstance. Content regarding social security is not associated with or endorsed by the Social Security Administration or any other government agency. Maximizing your Social Security Benefits assumes foreknowledge of your date of death. If as an example you wait to claim a higher monthly benefit amount but predecease your average life expectancy, it would have been better to claim your benefits at an earlier age with reduced benefits. Advisory Services are offered through Asset Strategy Advisors, LLC (ASA), an-SEC Registered Investment Advisor. Securities offered through registered representatives of Concorde Investment Services, LLC (CIS), member of FINRA/SIPC. Insurance Services offered through Asset Strategy Financial Group, Inc. (ASFG). ASA, CIS, and ASFG are independent of each other. The data contained in this material was obtained from third-party sources believed to be reliable; however, ASA, ASFG, and CIS do not guarantee the accuracy of the information.

17. 

    1 Aug 2024

    The Implications of Taxes in Retirement | Episode #1

    Welcome to the first episode of "Assets & Taxes" In this podcast, we dive into the dynamic world of financial planning, tax strategies, investment, and retirement ideas! Think of assets and taxes as the yin and yang of your financial journey – you want your assets to grow and your taxes to shrink. Whether you’re an individual looking to maximize your wealth or a small-mid sized business owner navigating complex financial landscapes, our podcast brings you timely discussions, expert interviews, and actionable ideas and strategies. Join us as we explore how to make your money work harder, keep more of what you earn, and have a little fun along the way. In this episode, Asset Strategy Managing Director and Senior Financial Consultant Kent Fitzpatrick, AIFA®, GFS®, CBFA sits down with Asset Strategy Senior Financial Consultant David O’Brien, CFP®, CAIA® to talk about everything you need to know about the implications taxes have in your retirement. They discussed ERISA, 401k plans, IRAs, Social Security and Medicare, Roth IRA Conversion Strategies, Tax-Smart Distribution Strategies, Legacy and Estate Planning, and Qualified Charitable Distributions. BOOK A FREE DISCOVERY CALL WITH US: ⁠https://assetstrategy.com/contact/#AS_Discovery_Call⁠ (https://assetstrategy.com/contact/#AS_Discovery_Call) WHERE TO FIND US: ⁠https://linktr.ee/assetstrategy⁠ (https://linktr.ee/assetstrategy) (00:16) A Brief Overview of Asset Strategy (01:34) What You Can Expect With Assets & Taxes (02:15) What Will Be Discussed In This Episode (03:11) Episode Start (07:27) What Should Retirees Be Thinking About (09:00) Differences between a Roth IRA and Traditional IRA (10:25) IRA Contribution Example (12:06) What is a Backdoor Roth Conversion? (13:15) What are the 401(k) limits and what the pre and post tax options are (15:40) What is IRMAA and how to deduct taxes from it (18:27) How to do a partial conversion (20:05) What are the seven tax brackets? (22:20) SECURE 2.0 Act Changes (23:20) The Estate Tax (25:20) Qualified Charitable Distributions (27:00) Wrap-Up Because investor situations and objectives vary this information is not intended to indicate suitability or a recommendation for any individual investor. This is for informational purposes only, does not constitute individual investment advice, and should not be relied upon as tax or legal advice. Please consult the appropriate professional regarding your individual circumstance. Advisory Services are offered through Asset Strategy Advisors, LLC (ASA), an-SEC Registered Investment Advisor. Securities offered through registered representatives of Concorde Investment Services, LLC (CIS), member of FINRA/SIPC. Insurance Services offered through Asset Strategy Financial Group, Inc. (ASFG). ASA, CIS, and ASFG are independent of each other.

Reach and audience

Public platform figures. Ratings count people who left a rating, not total listeners.

Apple Podcasts (US)

5.0 / 5

2 ratings

Podcast Authority Score: 34 / 100

A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.

Quality

36

Social presence

90

YouTube

0

Engagement

32

Contact Assets and Taxes

Guest appearances

Books guests

Based on episode analysis; this does not confirm that the show is currently accepting guests.