Hosted by Asset Strategy · 🇺🇸 US · EN · 15 episodes
Established thought leaders with verified media credentials.
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/assetstrategyBOOK A FREE DISCOVERY CALL: https://assetstrategy.com/contact/#AS_Discovery_Call
Asset Strategy hosts Assets and Taxes, a business show with 15 episodes published.
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 Stra
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 perspect
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.
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
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 t
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
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 thin
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 retireme
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 e
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 futu
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, Pr
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 top
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
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 ta
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 Seni
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 y
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Assets and Taxes is hosted by Asset Strategy. The show is categorised under business (investing) and has published 15 episodes.
Assets and Taxes has published 15 episodes.
Assets and Taxes regularly covers business, investing. It sits in the business category, with a investing focus.
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Episodes of Assets and Taxes average 32 minutes. a focused format where a clear narrative arc and tight preparation matter most.
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