Assets and Taxes

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 Connect w/ Boston Pads: Website: www.bostonpads.com Sponsoring real estate investment companies, receive management fees from DST structures. W...

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/ Our Financial Guides: https://assetstrategy.com/financial-guides/...

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...

If you're a business owner and you're still not sure about AI, the long story short is that if you're not using AI in your business, you will be so far behind. In this episode, Kent Fitzpatrick, AIFA®, GFS®, MSCTA©, sits down with Paul Baier. Paul is one of the leading minds in this AI revolution. He's the president and CEO of GAI Insights. They talk about everything from where AI is heading to ac...

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) I...

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 A...

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 vola...

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, an...

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 Lo...

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 co...

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...

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 p...

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 D...

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:/...

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 imp...

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 busin...