Discover essential concepts you need to know in order to maintain a healthy financial position. Moise Piram uses his years of industry experience to help educate and enlighten listeners as well as keep us informed on financial news we need to know.
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 weekly insights on financial planning, tax planning, and wealth management.What you will learn:• How to set a joint cash flow plan with auto transfers• How filing status affects withholding and cash flow• Smart retirement contributions for couples including spousal IRA basics• HSA tips for families using high deductible health plans• What high earners need to know about surtaxes and Medicare IRMAA• Protection moves that reduce risk and keep your estate documents up to date• A real life client style story that shows the process in actionQuick checklist:• Schedule a monthly money meeting with a ten minute agenda• Confirm filing status and update Form W 4• Max workplace plans and coordinate IRAs and HSAs• Review beneficiaries, titling, and key documents• Align on three shared goals with dollar amounts and due datesFollow us onX.com: https://x.com/AMGinc_ATLInstagram: https://www.instagram.com/assetmanagementgroupinc/LinkedIn: https://www.linkedin.com/company/amgincatl/Facebook : https://www.facebook.com/beyondtomorrowpodcastWebsite: https://www.assetmg-inc.com/YouTube: https://www.youtube.com/@assetmanagementgroupincTikTok : https://www.tiktok.com/@assetmanagementgroupincBlog: https://www.assetmg-inc.com/blogDisclosureEducational content only. Not tax, legal, or investment advice. Tax laws can change. Consult your CPA or advisor about your specific situation.Hashtags:#FinancialPlanning #WealthManagement #TaxPlanning #MarriedMoney #Newlyweds #HighIncome #EverydayMillionaire #RetirementPlanning #HSA #IRA #401k #CashFlow #Budgeting #EstatePlanning #AMGTags / Keywords (comma-separated)married money, newlywed finances, money meeting, joint budget, cash flow plan, married filing jointly, spousal IRA, HSA family, 401k contribution, IRA contribution, Medicare IRMAA, net investment income tax, high income couple, Andrew Nida, Moise Piram, Asset Management Group, everyday millionaire, retirement planning, estate planning, financial checklist, wealth building, tax strategies for couples, money fights, financial communicationYouTube keywords:married money, newly married finances, couples budgeting, tax filing status, spousal IRA rules, HSA strategies, retirement savings as a couple, Medicare IRMAA income, net investment income tax threshold, high income financial planning, Asset Management Group Inc, Andrew Nida, Moise Piram
Five Costly Tax Mistakes and How to Avoid ThemWaiting 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 learnWhy taxes should refine your plan, not drive itThe difference between deductions and credits with quick math you can useVehicle write offs and what the rules really requireHow to spot risky tax driven deals before they derail your planThe year end moves that actually need to happen by December 31Follow us onX.com: https://x.com/AMGinc_ATLInstagram: https://www.instagram.com/assetmanagementgroupinc/LinkedIn: https://www.linkedin.com/company/amgincatl/Website: https://www.assetmg-inc.com/YouTube: https://www.youtube.com/@assetmanagementgroupincSubscribe for weekly insights on financial planning, tax planning, and wealth management. Like this video and share it with a friend who needs a clear tax and wealth building roadmap.Important disclosuresThis video is for educational purposes only and is not tax, legal, or investment advice. Consult your CPA, tax advisor, and financial advisor about your specific situation. Asset Management Group Inc is not a CPA firm. All strategies depend on individual circumstances and current IRS rules as of the date of recording. No guarantee of outcomes or performance.
If your paycheck stopped today how long could you keep your lifestyleIn 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 around 3.7 to 4.0 percent.What you will learn today• How to estimate your early retirement spending and translate it into a target number• The savings sequence that works match then HSA then IRA then max your plan then taxable• How to set realistic return expectations so your plan does not rely on luck• How to crush high interest debt build a cash buffer and right size big expenses• How to design a paycheck in early retirement with cash reserves and guardrails• Two real client stories that show what works and what stallsLike the video subscribe to the channel and share this with a friend who wants work to be optional soonerImportant notesThis video is for educational purposes only and is not investment tax or legal advice. Investing involves risk including possible loss of principal. Examples are hypothetical and for illustration only. Speak with a qualified fiduciary advisor about your specific situation. Rates limits and laws can change. All opinions are those of the speakers at the time of recording.Follow us onX.com: https://x.com/AMGinc_ATLInstagram: / assetmanagementgroupinc LinkedIn: / amgincatl Website: https://www.assetmg-inc.com/YouTube: / @assetmanagementgroupinc #earlyretirement #financialplanning #retirementplanning #wealthmanagement #RothIRA #HSA #401k #financialindependence #debtfree #investing early retirement, retire early, how much to retire, retirement number, retirement math, safe withdrawal rate, 4 percent rule, 3.7 p...
Charlie Kirk's Death: How We React to TragedyHard Conversations : Charlie Kirk, Ukraine Girl, and School Violence Content advisory: This episode discusses sensitive current events.Why does September so often bring the hardest headlines? In this podcast, we examine 24 years of September stories and how media, politics, and public reaction shape what we see and feel.Video Source: Turning Point USA Support and resources• 988 Suicide & Crisis Lifeline — call or text 988• National Domestic Violence Hotline — 800-799-7233Disclaimer: Educational discussion only. We do not make legal claims, and we avoid graphic content. Views are for conversation and analysis.Follow us onX.com: https://x.com/AMGinc_ATLInstagram: / assetmanagementgroupinc LinkedIn: / amgincatl Website: https://www.assetmg-inc.com/YouTube: / @assetmanagementgroupinc Asset Management Group,charlie kirk,charlie kirk shooting,charlie kirk dead,charlie kirk assassination,charlie kirk death,charlie kirk shooter,tyler robinson,fox news,news,utah valley university,us news,podcast,#podcast,news today,charlie kirk show,charlie kirk debate,charlie kirk getting shot,erika kirk,latest news,cnbc,ukraine girl,charlie,kirk,tyler,robinson,donald trump,trump latest news,assassination,charlie kirk shot,turning point usa,news liveSeptember headlines, September news, media analysis, news literacy, outrage cycle, political commentary, Charlie Kirk discussion, Ukraine news discussion, stabbing case analysis, Colorado school shooting analysis, school safety conversation, violence prevention, current events podcast, respectful debate, critical thinking, context over clicks, how media frames stories, September pattern, news fatigue, managing news anxiety, nonpartisan analysis, discourse and civility, tough conversations, empathy in media, headline cycles, public reaction to news, understanding bias, how to talk about violence in media, responsible storytelling, compassionate conversation#Podcast #CurrentEvents #MediaAnalysis #September #ViolencePrevention #SchoolSafety
In conversation with Rusty Vanneman Exposes HIDDEN Finance Secrets You've Been MissingAbout Rusty Vanneman: Rusty has almost 35 years of experience in the industry and over 15 as an Investment Executive creating evidence-based solutions to help clients and advisors navigate the complexities of the market. Rusty is a multiple-time recipient of top industry honors, including ETF.com's ETF Investor of the Year and WealthManagement.com's ETF Strategist of the Year. Rusty Vanneman is author of the book Higher Calling: A Guide to Helping Investors Achieve their Goals as well as multiple weekly, biweekly, and monthly columns. He also has hosted two longstanding and beloved investment podcasts, "Weighing the Risks" and "The Weighing Machine" and is launching his new podcast "Invest Well, Be Well” on July 17th, 2025. Check the website: https://rustysbridge.com/Unlock the mysteries of behavioral finance and discover the real secret to making informed investment decisions. In this video, we'll delve into the world of behavioral finance, exploring the psychological and emotional factors that influence our financial choices. From cognitive biases to emotional decision-making, we'll examine the key concepts and strategies that can help you make better investment decisions and achieve your financial goals. Whether you're a seasoned investor or just starting out, this video will provide you with a deeper understanding of the complexities of behavioral finance and the secret to success. Watch now to learn more about the real secret to behavioral finance and start making smarter investment decisions today.Follow us onX.com: https://x.com/AMGinc_ATLInstagram: https://www.instagram.com/assetmanagementgroupinc/LinkedIn: https://www.linkedin.com/company/amgincatl/Website: https://www.assetmg-inc.com/YouTube: https://www.youtube.com/@assetmanagementgroupincAsset Management Group,asset management,behavioral finance,behavioral finance introduction,digital investment,finance,financial independence,financial literacy,financial planning,how to pick stocks,investing,parag parikh,personal finance,psychology,shorts,stock market,stock market crash,stocks,what is behavioral finance,youtube shorts,stock market live,shorts video,stock market today,behavioural finance,how to make money,personal finance tips,crypto
Discover the latest updates on 401k rules in 2025 and how they will impact your retirement savings. In this video, we'll break down the new regulations and what you need to know to make informed decisions about your financial future. Learn how the changes will affect your contributions, investments, and overall retirement strategy. Stay ahead of the curve and ensure you're making the most of your 401k in 2025. Get the inside scoop on the new rules and take control of your retirement planning.In 2025, headlines are hitting your paycheck tariffs, inflation, shifting rates, and tax-code changes. In this episode of the Asset Management Group podcast, Andrew Nida shows you how to fix your 401(k) fast: why two people with the same salary retire very differently, the three moves to make this week, and how new rules and tax breaks affect your plan.You'll learnThe 401(k) settings that quietly cost six figures over a careerHow to set the right savings rate and lock in auto-escalationWhen to use pre-tax vs. Roth (and why tax diversification matters)Powerful upgrades: after-tax + in-plan Roth (mega backdoor), catch-ups, and Roth-treated matchesWays new tax deductions can free up cash to boost contributionsQuick checklistCapture the full employer matchAim for a total savings rate around 14–15% (employee + employer)Turn on +1% auto-escalation until you hit targetChoose your tax lane on purpose: pre-tax, Roth, or a mixCheck for after-tax contributions + in-plan Roth conversionUse eligible catch-ups and redirect tax savings to your planFollow us onX.com: https://x.com/AMGinc_ATLInstagram: https://www.instagram.com/assetmanagementgroupinc/LinkedIn: https://www.linkedin.com/company/amgincatl/Website: https://www.assetmg-inc.com/YouTube: https://www.youtube.com/@assetmanagementgroupincIf this helped, share it with a teammate who just changed jobs or reset benefits. Like, subscribe, and comment with your biggest 401(k) question and we'll tackle it in a future episode.Educational only. Not tax, legal, or investment advice. Investing involves risk, including possible loss of principal. Consult your advisor before implementing strategies.Hashtags#401k #RetirementPlanning #TaxStrategy #Roth401k #SecureAct #FinancialIndependence #WealthManagement #HighIncome #Investing #MegaBackdoorRoth #CatchUpContributions #PersonalFinance #AssetManagementGroup
Are you ready to make 2025 your best year yet? In this episode of Beyond Tomorrow, we dive deep into faith, family, and finance—helping you build a clear vision and take actionable steps toward a fulfilling life.We discuss:✅ The importance of setting intentional goals and sticking to them✅ How to balance faith, work, and family without burnout✅ The power of SMART goals and financial planning for long-term success✅ Why automation, discipline, and accountability are the keys to growthIf you've ever struggled with staying consistent, making time for what truly matters, or aligning your life with your values, this episode is for you!What's your #1 goal for 2025? Drop it in the comments below!
In this episode of Beyond Tomorrow, we guide you through creating a clear and actionable vision for 2025. Learn how to reflect on your past, set SMART goals, and align your aspirations with your core values. Discover practical exercises, inspiring examples, and visualization tools to turn your dreams into reality. Whether you're planning your retirement, focusing on personal growth, or strengthening your legacy, this video equips you with the strategies to make 2025 your best year yet. Share your 2025 goals in the comments and let's inspire each other!----Have questions? Learn more at assetmg-inc.com----Follow us!Facebook: facebook.com/amgincLinkedIn: linkedin.com/company/amgincatl/YouTube: youtube.com/beyondtomorrowpodcast X: x.com/AMGinc_ATL
What does Christmas truly mean? In this episode, we explore 'The Day the World Stood Still,' diving into the profound message of Christ's birth and its impact on history and humanity. From the foundations of Genesis to the divine purpose revealed in the New Testament, we discuss the significance of Jesus as the light in a world of darkness. Discover why Christmas is more than just a holiday—it's the foundation for hope, peace, and transformation. Join us as we unpack the true story of Christmas and its relevance to your life today.----Have questions? Learn more at assetmg-inc.com----Follow us!Facebook: facebook.com/amgincLinkedIn: linkedin.com/company/amgincatl/YouTube: youtube.com/beyondtomorrowpodcast X: x.com/AMGinc_ATL
Join us on this episode as we break down key political issues ahead of the upcoming election! We dive into the recent Vice Presidential debate, exploring the differences between the candidates on topics like foreign policy, immigration, climate change, and more. We discuss how these policies impact your finances, family, and faith, while also sharing insights on the importance of voting based on policy, not personality. Stay tuned as we challenge you to think critically about your vote and its long-term impact on your economic future.----Have questions? Learn more at assetmg-inc.com----Follow us!Facebook: facebook.com/amgincLinkedIn: linkedin.com/company/amgincatl/YouTube: youtube.com/beyondtomorrowpodcast X: x.com/AMGinc_ATL
In this episode of Beyond Tomorrow, we break down the essential steps to ensure you're making the right health insurance decisions during the upcoming open enrollment period. Whether you're retiring early or approaching Medicare age, understanding your health coverage is crucial to avoid costly mistakes. We discuss retirees' common fears, how to evaluate your current plan, and strategies to ensure your health insurance fits your retirement needs moving forward.
In this video, we dive into the critical timing of Medicare enrollment to avoid costly penalties and explore how income-related monthly adjustments (IRMA) can affect your Medicare premiums. We break down the complexities of Medicare plans, discuss the consequences of late enrollment, and emphasize the importance of comprehensive financial planning for managing healthcare costs in retirement. Plus, we highlight why partnering with a financial advisor is essential for holistic guidance on income management, taxes, and healthcare expenses during your retirement years.----Have questions? Learn more at assetmg-inc.com----Follow us!Facebook: facebook.com/amgincLinkedIn: linkedin.com/company/amgincatl/YouTube: youtube.com/beyondtomorrowpodcastX: x.com/AMGinc_ATL
What is Medicare and why should I care?? If you're about to retire, then you'll definitely want to tune into this episode. Medicare can be confusing and daunting for those who are unfamiliar with it. If you don't educate yourself, you could be stuck in a tough financial situation! Don't let Medicare be scary and let us break down ALL you must know about Medicare.----Have questions? Learn more at assetmg-inc.com----Follow us!Facebook: facebook.com/amgincLinkedIn: linkedin.com/company/amgincatl/YouTube: youtube.com/beyondtomorrowpodcastX: x.com/AMGinc_ATL
Today we sit down with Rebecca Warren, a Licensed Clinical Social Worker, to discuss the challenges faced by youth today. We dive into identity, anxiety, and the impact of technology and social media. We highlight the struggles youth and teenagers face in developing their identities and the role that social media plays in the process. We cover the rise in anxiety and depression among youth, the addictive nature of technology, the importance of parental guidance and modeling healthy habits, and the need for community and school-based support systems.----Have questions? Learn more at assetmg-inc.com----Follow us!Facebook: facebook.com/amgincLinkedIn: linkedin.com/company/amgincatl/YouTube: youtube.com/beyondtomorrowpodcastX: x.com/AMGinc_ATL
Today, we talk about how hard it can be to raise boys with unrestricted technology and social media. We dive into why kids need to have rules and learn self-control. We also discuss how parents can help by setting boundaries and talking openly with their kids. Plus, we touch on how young boys sometimes struggle with self-discipline and how schools affect their growth.----Have questions? Learn more at assetmg-inc.com----Follow us!Facebook: facebook.com/amgincLinkedIn: linkedin.com/company/amgincatl/YouTube: youtube.com/beyondtomorrowpodcastX: x.com/AMGinc_ATL
Enjoy our discussion with Sean O'Hara! We dive into the importance of free cash flow in investing, the potential impact of Fed rate cuts and the upcoming presidential election on the market, as well as the opportunities presented by AI technology.----Have questions? Learn more at assetmg-inc.com----Follow us!Facebook: facebook.com/amgincLinkedIn: linkedin.com/company/amgincatl/YouTube: youtube.com/beyondtomorrowpodcastX: x.com/AMGinc_ATL
How can we better put protections in place in this digital age? Today we dive into how dangerous the internet can be for the rising generation and the effect of non-existent internet protection.----Have questions? Learn more at assetmg-inc.com----Follow us!Facebook: facebook.com/amgincLinkedIn: linkedin.com/company/amgincatl/YouTube: youtube.com/beyondtomorrowpodcastX: x.com/AMGinc_ATL
This week we break down chapters 3 and 4 of "The Anxious Generation" by Johnathan Haidt. How do we balance parenting in a digital age? Are we too protective over our children or not protective enough?----Have questions? Learn more at assetmg-inc.com----Follow us!Facebook: facebook.com/amgincLinkedIn: linkedin.com/company/amgincatl/YouTube: youtube.com/beyondtomorrowpodcastX: x.com/AMGinc_ATL
This week we break down chapters 2 & 3 of "The Anxious Generation" by Jonathan Haidt.----------------------------------------------------------------------Have questions? Learn more at assetmg-inc.com----------------------------------------------------------------------Follow us!Facebook: facebook.com/amgincLinkedIn: linkedin.com/company/amgincatl/YouTube: youtube.com/beyondtomorrowpodcastX: x.com/AMGinc_ATL
This week we break down Part 1, "A Tidal Wave", of "The Anxious Generation" by Jonathan Haidt.----------------------------------------------------------------------Have questions? Learn more at assetmg-inc.com----------------------------------------------------------------------Follow us!Facebook: facebook.com/amgincLinkedIn: linkedin.com/company/amgincatl/YouTube: youtube.com/beyondtomorrowpodcastX: x.com/AMGinc_ATL
This week we begin our breakdown into the book "The Anxious Generation" by Jonathan Haidt.----------------------------------------------------------------------Have questions? Learn more at assetmg-inc.com----------------------------------------------------------------------Follow us!Facebook: facebook.com/amgincLinkedIn: linkedin.com/company/amgincatl/YouTube: youtube.com/@beyondtomorrowpodcastX: x.com/AMGinc_ATL
What can you do to relieve your tax burden? Today we explore real estate and its tax advantages!----------------------------------------------------------------------Have questions? Learn more at assetmg-inc.com----------------------------------------------------------------------Follow us!Facebook: facebook.com/amgincLinkedIn: linkedin.com/company/amgincatl/YouTube: youtube.com/@beyondtomorrowpodcastX: x.com/AMGinc_ATL
We continue our discussion about real estate and how you can accomplish your real estate goals!----------------------------------------------------------------------Have questions? Learn more at assetmg-inc.com----------------------------------------------------------------------Follow us!Facebook: facebook.com/amgincLinkedIn: linkedin.com/company/amgincatl/YouTube: youtube.com/@beyondtomorrowpodcastX: x.com/AMGinc_ATL
In this podcast episode, we discuss the Bible's teachings about creating wealth. We'll provide practical tips on using biblical principles to achieve financial success.----------------------------------------------------------------------Have questions? Learn more at assetmg-inc.com----------------------------------------------------------------------Follow us!Facebook: facebook.com/amgincLinkedIn: linkedin.com/company/amgincatl/YouTube: youtube.com/@beyondtomorrowpodcastX: x.com/AMGinc_ATL
Today we have a special interview with Ben Sherell from One More International!----------------------------------------------------------------------Have questions? Learn more at assetmg-inc.com----------------------------------------------------------------------Follow us!Facebook: facebook.com/amgincLinkedIn: linkedin.com/company/amgincatl/YouTube: youtube.com/@beyondtomorrowpodcastX: x.com/AMGinc_ATL
What does the Bible teach us about being a good steward of our finances? Being a good steward is the only way we can give generously. Check it out in this week's episode of Beyond Tomorrow!----------------------------------------------------------------------Have questions? Learn more at assetmg-inc.com----------------------------------------------------------------------Follow us!Facebook: facebook.com/amgincLinkedIn: linkedin.com/company/amgincatl/YouTube: youtube.com/@beyondtomorrowpodcastX: x.com/AMGinc_ATL
How does charity and giving apply to our lives? In this episode, we share personal experiences and principles from our faith about how giving has positively impacted us.----------------------------------------------------------------------Have questions? Learn more at assetmg-inc.com----------------------------------------------------------------------Follow us!Facebook: facebook.com/amgincLinkedIn: linkedin.com/company/amgincatl/YouTube: youtube.com/@beyondtomorrowpodcastX: x.com/AMGinc_ATL-----Privacy Policy: https://transistor.fm/privacy/
This week we discuss short-term rentals and how to start investing in them!-----Privacy Policy: https://transistor.fm/privacy/
Join us in this insightful podcast episode as we unravel the mysteries of the market and share valuable tips for success. From analyzing deals to understanding financial metrics, we've got you covered. Whether you're a seasoned investor or just starting out, this discussion is packed with practical advice to help you navigate the complexities of real estate and maximize your returns. Don't miss out – tune in now and take your investment game to the next level!-----Privacy Policy: https://transistor.fm/privacy/
Today we talk about Mo's trip to Costa Rica, what money does to you, the latest NVIDIA market update, and more!-Learn More:https://www.assetmg-inc.com/
December 29, 2023 Golden Life Podcast with Andrew & MoSee omnystudio.com/listener for privacy information.
December 23, 2023 Golden Life Podcast with Andrew & MoSee omnystudio.com/listener for privacy information.
December 1, 2023 The Golden Life with Andrew & MoSee omnystudio.com/listener for privacy information.
2023-11-17 Golden Life Podcast With Andrew & MoSee omnystudio.com/listener for privacy information.
2023-11-10 Golden Life Podcast with Andrew & Mo Reach out to Andrew and Mo at 800-419-6164 or https://www.assetmg-inc.com/See omnystudio.com/listener for privacy information.
2023-11-03 Golden Life Podcast with Andrew and Mo. Reach out to Andrew and Mo at 800-419-6164 or https://www.assetmg-inc.com/ See omnystudio.com/listener for privacy information.
2023-10-30 Golden Life Podcast with Andrew & MoSee omnystudio.com/listener for privacy information.
2023-10-20 Golden Life PODCASTSee omnystudio.com/listener for privacy information.
2023-10-16 Golden Life PODCASTSee omnystudio.com/listener for privacy information.
2023-10-06 Golden Life Podcast with Andrew & Mo Reach out to Andrew and Mo at 800-419-6164 or https://www.assetmg-inc.com/See omnystudio.com/listener for privacy information.
2023-09-29 Golden Life Podcast With Andrew & MoSee omnystudio.com/listener for privacy information.
2023-09-15 Golden Life PODCAST See omnystudio.com/listener for privacy information.
2023-09-08 Golden Life Podcast with Andrew & MoSee omnystudio.com/listener for privacy information.
2023-09-01 Golden Life Podcast with Andrew and MoSee omnystudio.com/listener for privacy information.
2023-08-25 Golden Life PODCASTSee omnystudio.com/listener for privacy information.
2023-08-18 Golden Life PODCASTSee omnystudio.com/listener for privacy information.
2023-08-11 Golden Life with Andrew & MoSee omnystudio.com/listener for privacy information.
2023-08-04 Golden Life PODCAST with Andrew & MoSee omnystudio.com/listener for privacy information.
2023-07-28 Golden Life Podcast with Andrew & MoSee omnystudio.com/listener for privacy information.
© 2020-2025 Ivy Podcast Discovery LLC
