Asset Management Group, Inc

They think their income is the plan. It’s not. It’s just the fuel. In this episode, we break down one of the most dangerous financial illusions high earners face—confusing income with actual wealth. A strong income can cover bad decisions for years. Overspending, lack of investing, no protection plan, no margin—it all gets hidden… until it doesn’t. We unpack why so many high-income professionals s...

In this episode of our Partner Perspectives series, we sit down with Kim Arthur for a candid conversation with Andrew Nida and Moise Piram on what it takes to build a durable, client-first advisory business. At Asset Management Group, everything starts with trust, clarity, and service. In this discussion, we unpack how those principles shape the way we serve clients, build our team, and grow as a...

Most investors have heard the terms active and passive . Far fewer understand what those labels actually mean once real wealth is on the line. In this episode of the Everyday Millionaire Podcast , we break down the active versus passive investing debate through the lens of high-net-worth families. This is not an academic discussion. When you have a $3 million, $5 million, or $8 million portfolio,...

If you’ve been watching the headlines in 2026 and thinking, “None of this makes sense,” you’re not alone. Stocks can be up while confidence feels shaky. Jobs can cool while other areas of the economy look like they’re improving. Bitcoin can be down, silver can be swinging, and emerging markets can be strong… all in the same stretch of time. That’s what mixed signals are: real life. This episode is...

Most retirement plans assume the dollar is stable because it has been stable for most of our lifetimes. But stability is a period, not a guarantee. And when the measuring stick changes, the measurement changes. This episode is not about collapse or fear. It is about whether your retirement plan still works if purchasing power behaves differently over the next 10, 20, or 30 years. Many families fee...

Most people think refinancing is about timing interest rates. It’s not. It’s about preparation. In this episode of 2026: The Year to Advance (Part 2), Mo and Andrew break down what it actually means to be refinance ready. Instead of chasing headlines or hoping rates drop, they walk through a practical readiness playbook designed for high-income households and business owners who want flexibility,...

2026 could be your opportunity window. In this episode, we break down why this year may be a turning point for wealthy families and business owners — and why you’ll likely look back either grateful you took action or frustrated you waited. We talk about what’s driving the rate conversation (and why “waiting for the perfect time” can be just another form of market-timing), how to run the refinance...

Most investors obsess over market dips… while ignoring the quiet leak that compounds for decades: taxes. In this episode, Andrew breaks down how “tax drag” can shrink your long-term wealth more than volatility, why tax-deferred isn’t tax-free, and the 3 most common mistakes that trigger unnecessary tax bills (rebalancing, concentrated stock, and the NIIT/Medicare surtax ambush). Then we give you t...

A proposed one-year 10% cap on credit card APR sounds consumer-friendly—but banks don’t do charity, they do math. In this episode, we break down what the proposal actually is, what would have to happen for it to become law, and where the real costs would likely move: rewards, fees, underwriting, and business credit lines.  If you’re a high earner or business owner who pays cards off monthly, this...

Most people spend their lives trying to build wealth. Very few learn how to keep it. The habits that help you accumulate money—aggressive growth, high risk tolerance, constant optimization—are often the exact same habits that quietly destroy wealth once you’ve already won the game. In this episode of The Steward’s Protocol, Mo and Andrew break down the hidden transition almost every high-net-worth...

Top 5 Mistakes Wealthy Investors Must Avoid in 2026 Start 2026 with the end in mind. If you earn $200k plus or you have a seven figure portfolio, a few avoidable mistakes can cost six or seven figures over a lifetime. In this episode Andrew Nida from Asset Management Group, Inc. breaks down the five mistakes wealthy investors must avoid in 2026 and how to align investments, taxes, and cash flow wi...

How Waiting to Retire Can Cost You Millions! This episode examines the significant "cost of waiting" for "high net worth" individuals when it comes to "retirement planning". We explore how delaying this crucial step can impact long-term "wealth management", leading to substantial financial losses. Discover actionable insights for effective "financial planning" to build lasting wealth. One decision...

Expert Reveals Holiday Secrets of Millionaires That Actually Work Holiday cheer should not come with a credit card hangover. In this special episode, Andrew Nida and Moise Piram unpack how to enjoy Thanksgiving through Christmas without getting trapped by corporate tactics, fake deals, and costly patterns. We cover what has changed in holiday shopping, how to spot real versus fake discounts, why k...

The Hidden Cost of Multiple Advisors: An $86,000 Mistake  Two advisors. One expensive collision. In this episode I unpack how $86,000 in realized capital gains from an uncoordinated brokerage account cascaded into surprise taxes, higher Medicare premiums through IRMAA, and a missed Roth conversion window. If you split assets across firms, this is your wake up call to coordinate or consolidate. Wha...

STOP Using Multiple Financial Advisors Before You Watch This! Are multiple financial advisors helping or quietly hurting your plan In today’s episode Andrew Nida and Moise Piram from Asset Management Group Inc unpack the hidden costs of splitting assets across advisors including surprise capital gains IRMAA surcharges missed Roth conversion windows wash sales and fee creep We walk through a real c...

Why Are So Many People Losing Jobs in 2025? More than 150,000 jobs were cut in October 2025 and announced cuts have topped 1.1 million this year. Is this a red flag for the economy or a corporate reallocation story driven by AI and new priorities? In this video, Andrew Nida breaks down what is normal in layoff cycles, why 2025 feels different, how tech and policy fit in, and a step-by-step AMG Get...

Big Tech Layoffs 2025: What Families Need Now Layoffs are not headlines. They are households. In this episode Andrew Nida and Moise Piram break down who is cutting, what it means for income, how AI and tax policy shape the moment, and the exact steps to take if you are laid off or think you might be next. What you will learn • Where the cuts are happening and why this wave is different • Typical p...

Top 3 Passive Income Strategies for High-Net-Worth Individuals Achieving true financial success goes beyond just accumulating wealth; it's about securing your financial future and cultivating the right money mindset.  Explore various side hustle opportunities to generate income and build wealth, focusing on solid personal finance strategies. Learn how to invest wisely and how to make money work fo...

Roth Conversion Secrets Your Financial Advisor Won't Tell You #retirementplanning #retirement #financialplanning #podcast  If you’ve built a portfolio between $2M and $7M, and you’re either retired or nearing retirement, this video is for you.  I’m Andrew Nida, President of Asset Management Group, Inc., and in this video you’ll get a step-by-step, rules-based guide to converting your pre-tax retir...

The Shocking Reality About Passive Income Ever heard claims like I make money while I sleep or I earn six figures with no work In this episode of the Asset Management Group Podcast, Moise Piram and Andrew Nida break down five of the most hyped passive income plays and reveal the real workload, risks, and moving parts behind each one. What we cover Airbnb arbitrage and the real cost of vacancies, c...

What is the Medicare Annual Enrollment Period? It is the yearly window from October 15 to December 7 when Medicare beneficiaries can review and change coverage. During AEP you can switch from Original Medicare to a Medicare Advantage plan, change Medicare Advantage plans, or join and switch a Part D prescription drug plan. Most changes begin January 1. In this episode, Andrew Nida and Moise Piram...

Make your money work while you sleep. In this episode, Andrew Nida and Moise Piram from Asset Management Group, Inc. walk through five practical passive income ideas for high earners. We cover dividend growth investing, covered call strategies, real estate options, private income opportunities for accredited investors, and tax advantaged vehicles that can help keep more of what you earn. Expect cl...

Nearly half of couples say money sparks arguments. In this episode, Andrew Nida and Moise Piram from Asset Management Group, Inc. share practical steps to help newly married and newly remarried couples align their cash flow, optimize taxes, and invest as a team. Use the simple money meeting agenda and the summary checklist below to get on the same page tonight. Like, share, and subscribe for weekl...

Five Costly Tax Mistakes and How to Avoid Them Waiting until filing season is the most expensive mistake of all. In this episode, Moise Piram and Andrew Nida from Asset Management Group Inc break down the five costly tax mistakes we see most with high income households and the simple fixes that keep your plan on track. What you will learn Why taxes should refine your plan, not drive it The differe...

If your paycheck stopped today how long could you keep your lifestyle In this episode Moise Piram and Andrew Nida from Asset Management Group Inc share a simple roadmap to start saving for early retirement and calculate your number with clarity. You will learn how to reach a 20 to 25 percent savings rate without feeling broke where each dollar should go and how to design a flexible withdrawal plan...