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Το περιεχόμενο παρέχεται από το Asset Strategy. Όλο το περιεχόμενο podcast, συμπεριλαμβανομένων των επεισοδίων, των γραφικών και των περιγραφών podcast, μεταφορτώνεται και παρέχεται απευθείας από τον Asset Strategy ή τον συνεργάτη της πλατφόρμας podcast. Εάν πιστεύετε ότι κάποιος χρησιμοποιεί το έργο σας που προστατεύεται από πνευματικά δικαιώματα χωρίς την άδειά σας, μπορείτε να ακολουθήσετε τη διαδικασία που περιγράφεται εδώ https://el.player.fm/legal.
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The War and Treaty’s Michael and Tanya Trotter grew up in Cleveland, Ohio, and Washington, DC, respectively, but both have family roots in the South. They also grew up in the musical traditions of their churches – Tanya in the Black Baptist Church and Michael in the Seventh Day Adventist Church – where they learned the power of song to move people. After becoming a father at a very young age, Michael eventually joined the armed forces and served in Iraq and Germany, where he took up songwriting as a way of dealing with his experiences there. Meanwhile Tanya embarked on a singing and acting career after a breakthrough appearance in Sister Act 2 alongside Whoopi Goldberg and Lauryn Hill. Now, after a long and sometimes traumatic journey, Michael and Tanya are married, touring, winning all sorts of awards, and set to release their fifth album together, and their fourth as The War and Treaty. Sid talks to Michael and Tanya about the new record, Plus One , as well as their collaboration with Miranda Lambert, what it was like to record at FAME studios in Muscle Shoals, and how they’re blending country, soul, gospel, and R&B. Learn more about your ad choices. Visit podcastchoices.com/adchoices…
Assets and Taxes
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Το περιεχόμενο παρέχεται από το Asset Strategy. Όλο το περιεχόμενο podcast, συμπεριλαμβανομένων των επεισοδίων, των γραφικών και των περιγραφών podcast, μεταφορτώνεται και παρέχεται απευθείας από τον Asset Strategy ή τον συνεργάτη της πλατφόρμας podcast. Εάν πιστεύετε ότι κάποιος χρησιμοποιεί το έργο σας που προστατεύεται από πνευματικά δικαιώματα χωρίς την άδειά σας, μπορείτε να ακολουθήσετε τη διαδικασία που περιγράφεται εδώ https://el.player.fm/legal.
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
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6 επεισόδια
Σήμανση όλων ότι έχουν ή δεν έχουν αναπαραχθεί ...
Manage series 3204686
Το περιεχόμενο παρέχεται από το Asset Strategy. Όλο το περιεχόμενο podcast, συμπεριλαμβανομένων των επεισοδίων, των γραφικών και των περιγραφών podcast, μεταφορτώνεται και παρέχεται απευθείας από τον Asset Strategy ή τον συνεργάτη της πλατφόρμας podcast. Εάν πιστεύετε ότι κάποιος χρησιμοποιεί το έργο σας που προστατεύεται από πνευματικά δικαιώματα χωρίς την άδειά σας, μπορείτε να ακολουθήσετε τη διαδικασία που περιγράφεται εδώ https://el.player.fm/legal.
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
…
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6 επεισόδια
Kaikki jaksot
×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... ---- Want more FREE resources? 📚 Download some of our FREE Financial Guides!: https://assetstrategy.com/financial-g... ---- 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…
Is SECURE 3.0 coming? Join us as Asset Strategy's Director of Retirement Tim Black and American Funds Senior Retirement Specialist John Doyle break down all things in the retirement landscape. They talk about various topics such as retirement fatigue, how legislators in Washington DC feel about ongoing retirement law changes, employer sponsored retirement plans, how AI plays a role in retirement planning, and more. DOWNLOAD OUR FREE FINANCIAL GUIDES: https://assetstrategy.com/financial-guides/ BOOK A DISCOVERY CALL WITH US: https://assetstrategy.com/contact/#AS... Contact Tim : tjb@assetstrategy.com (0:00) Introduction (3:42) What is a Retirement Strategist? (5:29) How are legislators feeling about retirement law changes? (8:00) Is SECURE 3.0 Coming? (10:00) What does coverage mean in retirement? (11:50) How do you increase retirement participation (14:50) Where is the retirement industry going from here? (17:40) What is financial wellness? (19:05) How do you know if your retirement plan is successful (23:00) How is AI transforming the retirement planning space (26:20) Cybersecurity in Your Retirement Accounts (29:13) Retirement Savings Advice for younger people (30:31) Conclusion…
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/ BOOK A DISCOVERY CALL WITH US: https://assetstrategy.com/contact/#AS... Contact David: dco@assetstrategy.com Contact Jeff: 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…
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 BOOK A DISCOVERY CALL WITH US: https://assetstrategy.com/contact/#AS_Discovery_Call Contact Kent: kaf@assetstrategy.com Contact Peter: 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…
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 BOOK A DISCOVERY CALL WITH US: https://assetstrategy.com/contact/#AS_Discovery_Call Contact Bill: wjo@assetstrategy.com Contact Tim: 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.…
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 WHERE TO FIND US: 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.…
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