Asset Management Group, Inc

In this episode Moise Piram covers things you did or didn't do in 2020 that could have tax implications in 2021. CloudVestors https://www.cnbc.com/2020/11/05/you-may-need-to-set-aside-money-for-taxes-if-youve-taken-these-steps.html   See omnystudio.com/listener for privacy information.

In this episode Moise Piram, recording the day after the 2020 elections, takes a look back at the volatility of the markets in October and offers a snapshot analysis of the markets the day after election and looking ahead. CloudVestors   See omnystudio.com/listener for privacy information.

In this episode Moise Piram warns of common Medicare mistakes that can be made.  This was recorded during Medicare open enrollment. CloudVestors AARP-10 Common Medicare Mistakes See omnystudio.com/listener for privacy information.

In this episode Moise Piram discusses what should be covered in your annual financial review and checkup. CloudVestors See omnystudio.com/listener for privacy information.

In this episode Moise Piram offers information on FAFSA (the Free Application For Federal Student Aid.) He covers all of the help available and guides you through the process. CloudVestors   See omnystudio.com/listener for privacy information.

In this episode Moise Piram discusses portfolio strategies to consider before the Presidential election. CloudVestors See omnystudio.com/listener for privacy information.

In this episode, Moise Piram gives reasons why September normally is not the best month for Wall Street and why September 2020 was particularly bad. CloudVestors See omnystudio.com/listener for privacy information.

In this episode Moise Piram looks at the upcoming Presidential election and discusses the possible effects on the financial world. CloudVestors See omnystudio.com/listener for privacy information.

In this episode, Moise Piram covers retirement mistakes to avoid and offers some helpful tips in loosening those purse strings some in retirement. CloudVestors See omnystudio.com/listener for privacy information.

Moise Piram goes over the differences between term and permanent life insurance policies and how he can help determine what's best for you. CloudVestors See omnystudio.com/listener for privacy information.

Moise Piram discusses all the components of proper estate planning including assessing all of your assets, the will, naming of the financial and medical power of attorney, living trust, and living will. CloudVesters See omnystudio.com/listener for privacy information.

Moise Piram covers the financial and emotional effects of life after divorce and after losing a spouse. CloudVestors See omnystudio.com/listener for privacy information.

Moise Piram discusses common financial mistakes people make in their 20s and how to avoid them.  This covers everything from starting a savings plan to building credit. CloudVestors See omnystudio.com/listener for privacy information.

Moise offers information on all the college savings vehicles and makes suggestions on the most efficient. CloudVestors See omnystudio.com/listener for privacy information.

Moise offers suggestions on what to do with retirement savings from your former employers with strategies and what he thinks is the best option. CloudVestors See omnystudio.com/listener for privacy information.

Moise debunks common myths associated with retirement and Social Security. Cloud Vestors See omnystudio.com/listener for privacy information.

Moise covers mistakes to avoid in retirement planning, proper 401(k) strategies, and tips on finding the right financial advisor.   See omnystudio.com/listener for privacy information.

Moise goes over some good times in your life to make sure you have a professional financial advisor at your side.  He also explains some fees that you should be aware of. See omnystudio.com/listener for privacy information.

Moise goes over the mid-year financial review process.  It includes revisiting your savings and your retirement accounts.  He also says it's a good idea to develop strategies for eliminating debt and the proper tax moves to make.  He says this is a great time to see if changes need to be made to your estate planning. See omnystudio.com/listener for privacy information.

Moise discusses long term care and how, because we are living longer, the chances of needing in some form have increased.   He also goes over your options in coverage including long term care insurance, life insurance options, and annuities. See omnystudio.com/listener for privacy information.

Moise shares some proven plans to save properly.  He also offers tips for beginner investors. See omnystudio.com/listener for privacy information.

Moise discusses the differences between robo advising and traditional financial advising.  He also explains how the firm Cloud Vestors blends the best of the two. http://cloudvestors.com/ See omnystudio.com/listener for privacy information.

Moise Piram talks about debt and credit scores.  He goes over steps you can take to monitor and improve your credit score. See omnystudio.com/listener for privacy information.

Moise Piram of Cloudvesters offers tips to make sure you can retire when you want to retire.  He also faces the not so pretty truths about retirement and offers solutions. See omnystudio.com/listener for privacy information.

In this episode Moise Piram covers the best way to personally maximize your social security benefits.  He also discusses how to benefit in taxes later with the proper implementation of Roth conversions. See omnystudio.com/listener for privacy information.