Assets and Taxes

Asset Strategy
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  • UPDATED BIMONTHLY

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/assetstrategy BOOK A FREE DISCOVERY CALL: https://assetstrategy.com/contact/#AS_Discovery_Call

  1. 07/29/2025

    What You Need To Start A Business

    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/ Once you're ready, we can offer you some professional guidanceBook a FREE discovery call today to explore how we can help you: https://assetstrategy.com/contact/Call the Asset Strategy Team: 781-235-4426Connect With Asset Strategy:Website: https://assetstrategy.com/LinkedIn: https://www.linkedin.com/company/asset-strategy-advisorsFacebook: https://www.facebook.com/people/Asset-Strategy-Advisors/61573136047425/Instagram: https://www.instagram.com/asset_strategy/Legal Halp: https://www.legalhalplaw.com/ia-sc-r-a-565-7-2025

    26 min

  2. 07/21/2025

    What's Happening to Crypto? The Future of Digital Currency Regulation

    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 strategy. Joe Doll: https://www.linkedin.com/in/joe-doll-820a1a35/Magic Eden: https://magiceden.us/?grOur Financial Wellness Tool: https://assetstrategy.com/myblocks/Financial Guides: https://assetstrategy.com/financial-guides/ Once you're ready, we can offer you some professional guidanceBook a FREE discovery call today to explore how we can help you: https://assetstrategy.com/contact/Call the Asset Strategy Team: 781-235-4426Connect With Asset Strategy:Website: https://assetstrategy.com/LinkedIn: https://www.linkedin.com/company/asset-strategy-advisorsFacebook: https://www.facebook.com/people/Asset-Strategy-Advisors/61573136047425/Instagram: https://www.instagram.com/asset_strategy/

    24 min

  3. 05/21/2025

    Why A.I. Is A MUST For Your Business In 2025

    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 actionable tips and insights on how to use AI to scale your business.(0:00) Intro(2:15) Is It Too Late To Adapt To AI(2:59) Why Is AI No Longer Optional(5:20) What Are The Different ChatGPT Models(7:12) How To Prompt The Right Way(8:01) How Does A LLM Work?(11:25) Biggest Missed Opportunites For Small Business Owners(13:39) Which AI Tool Should You Use?(15:00) Do AI Models Learn From Their Mistakes?(15:56) Can A Small Business Outpace A Large Business If They Use AI?(17:45) How Are Successful Entrepreneurs Learning About AI?(21:15) How To Get Ahead Of AI?22:40 What Does GAI Insights Do?(23:42) How To Know If A Company Is Falling Behind?(25:25) Which AI Tools Should You Use For Certain Tasks?(27:38) What Can Humans Do That AI Can't?(30:20) What Does The Future Look Like For AI(32:20) What Should Business Owners Do Right Now?(34:38) Should You Ask AI To Do Write For You Or Give You The Framework?(36:10) How Can Businesses Show Up On AI Platforms?(37:45) What Is GAI Insights Doing?(39:40) Paul's TED Talk(40:57) Will AI Take Everyone's Job?(41:21) Can Small Companies Afford AI?(41:41) Do You Need A Technical Co Founder To Use AI For Your Business?(42:00) Will AI Ever Slowdown?(42:40) ConclusionConnect With GAI InsightsWebsite: https://gaiinsights.com/Generative AI Newsletter: https://gaiinsights.com/generative-ai-newsletterGAI World Event: https://www.gaiworld.com/Our Financial Wellness Tool: https://assetstrategy.com/myblocks/Our Financial Guides: https://assetstrategy.com/financial-guides/ Once you're ready, we can offer you some professional guidanceBook a FREE discovery call today to explore how we can help you: https://assetstrategy.com/contact/Call the Asset Strategy Team: 781-235-4426Connect With Asset Strategy:Website: https://assetstrategy.com/LinkedIn: https://www.linkedin.com/company/asset-strategy-advisorsFacebook: https://www.facebook.com/people/Asset-Strategy-Advisors/61573136047425/Instagram: https://www.instagram.com/asset_strategy/ -- Because investor situations and objectives vary this information is not intended to indicate suitability for any individual investor. This is for informational purposes only, does not represent legal or tax advice does not indicate suitability for any particular investor, and does not constitute an offer to purchase or sell investments. Advisory Services are offered through Asset Strategy Advisors, LLC (ASA), a SEC Registered Investment Advisor. Securities offered through registered representatives of Concorde Investment Services, LLC. (CIS), member of FINRA/SIPC. Insurance Services offered through Asset Strategy Financial Group, Inc. (ASFG). ASA, CIS, and ASFG are independent of each other.ia-sc-r-a-448-5-2025

    43 min

  4. 05/15/2025

    Set Up Your LLC The RIGHT Way (Asset Protection and Privacy)

    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) Intro(1:37) Don't Set Up an LLC On Your Own(5:20) What If You Already Have Insurance?(7:20) How Many LLCs Should You Set Up?(8:00) What are Series LLCs?(9:15) What Information Do You Need To Disclose(10:20) Why Is Wyoming Unique, and What Are COPE Entities?(13:00) Are You Truly Invisible?(14:33) Privacy Addresses and Registered Agents(16:38) Biggest Mistake When Setting Up an LLC(18:15) When Do You Think About Setting Up an LLC?(21:03) Should Your Revocable Living Trust Own Your LLC?(23:14) What is the Due-on-Sale Clause and Why LLCs Beat Insurance(29:10) LLCs and Taxes(32:50) Conclusion Visit Legal Halp: https://www.legalhalplaw.com/ Our Financial Wellness Tool: https://assetstrategy.com/myblocks/ Our Financial Guides: https://assetstrategy.com/financial-guides/ Once you're ready, we can offer you some professional guidance! Book a FREE discovery call today to explore how we can help you: https://assetstrategy.com/contact/ Call the Asset Strategy Team: 781-235-4426 Email: info@assetstrategy.com Connect: Website: https://assetstrategy.com/ LinkedIn: https://www.linkedin.com/company/asset-strategy-advisors Facebook: https://www.facebook.com/people/Asset-Strategy-Advisors/61573136047425/ Instagram: https://www.instagram.com/asset_strategy/ Disclosure: ia-sc-r-a-439-5-2025

    33 min

  5. 05/09/2025

    The COMPLETE Guide on College Planning

    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 About Planning For College(4:47) What Should Be Prioritized When Choosing A College(10:10) Common Mistakes When Selecting A College(12:20) Dream Schools vs Reality Schools(14:50) When To Start Applying To Colleges(17:16) What Do Colleges Prioritize When Deciding To Accept A Student(20:26) Tips For Writing A College Essay(23:16) How To Stand Out In The College Application Pool(24:56) What Can Hurt Your College Application(27:19) Need Based vs Merit Based Financial Aid(34:00) What Is FAFSA and How To Fill It Out(38:50) How To Improve Chances of Financial Aid(43:50) Appealing For More Financial Aid(47:27) Are There Instances Where Someone May Not Receive Financial Aid?(49:40) Recent Trends From The Class of 2025(51:23) ConclusionVisit Campus Bound: https://campusbound.com/Our Financial Wellness Tool: https://assetstrategy.com/myblocks/Our Financial Guides: https://assetstrategy.com/financial-guides/Once you're ready, we can offer you some professional guidanceBook a FREE discovery call today to explore how we can help you: https://assetstrategy.com/contact/Call the Asset Strategy Team: 781-235-4426Connect:Website: https://assetstrategy.com/LinkedIn: https://www.linkedin.com/company/asset-strategy-advisorsFacebook: https://www.facebook.com/people/Asset-Strategy-Advisors/61573136047425/Instagram: https://www.instagram.com/asset_strategy/ia-sb-r-a-431-5-2025

    53 min

  6. 05/02/2025

    How To Deal With Market Volatility (From Financial Experts)

    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 volatile markets(9:55) Timing the Market(12:20) Retirement Contribution Strategy(14:18) How to manage a modern portfolio(28:26) Risk in Retirement(32:45) Final Takeaways See Your Risk Score (MyRisk): https://assetstrategy.com/my-risk/Our Financial Wellness Tool: https://assetstrategy.com/myblocks/Our Financial Guides: https://assetstrategy.com/financial-guides/ Once you're ready, we can offer you some professional guidanceBook a FREE discovery call today to explore how we can help you: https://assetstrategy.com/contact/Call the Asset Strategy Team: 781-235-4426Connect:Website: https://assetstrategy.com/LinkedIn: https://www.linkedin.com/company/asset-strategy-advisorsFacebook: https://www.facebook.com/people/Asset-Strategy-Advisors/61573136047425/Instagram: https://www.instagram.com/asset_strategy/

    36 min

  7. 04/11/2025

    Job Loss Tips You Wish You Knew Sooner...

    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, and how to regain financial control and build a better foundation.(0:00) Intro(1:25) What's Are Some Immediate Things You Should Do(4:35) What Does Unemployment Look Like?(6:15) What Are Other Ways To Make Money While Unemployed(7:20) What Happens With Your Retirement Account(9:35) What Does This Mean For Your Thrift Savings Plan (For Government Employees)(11:00) How To Make Sure You Have An Emergency Fund(13:30) What Are Some Big Picture Things To Think About(15:45) How To Stay Positive Through This(17:35) Final Action Steps(19:00) ConclusionWe know that this is a really hard time for you.Luckily, we have some free resources for you to help you get started!Our Financial Wellness Tool: https://assetstrategy.com/myblocks/ Once you're ready, we can offer you some professional guidanceBook a FREE discovery call today to explore how we can help you: https://assetstrategy.com/contact/Free Financial Guides: https://assetstrategy.com/financial-guides/Call the Asset Strategy Team: 781-235-4426Connect:Website: https://assetstrategy.com/LinkedIn: https://www.linkedin.com/company/asset-strategy-advisorsFacebook: https://www.facebook.com/people/Asset-Strategy-Advisors/61573136047425/Instagram: https://www.instagram.com/asset_strategy/

    20 min

  8. 04/08/2025

    How To Legally Avoid Real Estate Taxes (1031 Exchanges & DSTs Explained)

    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 Look for in a Qualified Intermediary (QI)(06:02) Why Do some 1031 Exchanges Fail?(09:30) What Even is a Qualified Intermediary?(11:30) What is an Accredited Investor?(13:15) Who Should Consider a Delaware Statutory Trust (DST)?(15:50) How Much Capital is Being Placed in DSTs Today?(17:13) What Types of DSTs are Out There?(19:15) What does Asset Strategy do Differently Than Anyone Else?(22:35) When does a DST Not Make Sense for Someone?(24:47) How to Get Out of a DST(28:09) Is it Complicated to Find a DST Sponsor?(29:45) The 7 Deadly Sins of DST Sponsors(38:18) DST Investor Example(40:43) Why Cash Flow is a Great Benefit of a DST(45:10) What Is a 1033 Exchange(47:27) CPAs and Attorney's Don't Even Know About This(49:02) What's the Minimum and Maximum For DSTs(50:02) ConclusionAre you thinking about doing a DST/1031 Exchange?Book a FREE discovery call today to explore how we can help you: https://assetstrategy.com/contact/Free DST/1031 Exchange Resources:Guide: https://assetstrategy.aflip.in/Understanding-Tax-Deferred-Exchanges.htmlTo Learn more about Mike Auerbach and 1031 Specialists, check out: https://www.1031specialists.com/Call the Asset Strategy Team: 781-235-4426Connect: Website: https://assetstrategy.com/LinkedIn: https://www.linkedin.com/company/asset-strategy-advisors/Facebook: https://www.facebook.com/profile.php?id=61573136047425Instagram: https://www.instagram.com/asset_strategy/

    51 min
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Ratings & Reviews

5
out of 5
2 Ratings

About

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/assetstrategy BOOK A FREE DISCOVERY CALL: https://assetstrategy.com/contact/#AS_Discovery_Call

Information

  • Creator
    Asset Strategy
  • Years Active
    2019 - 2025
  • Episodes
    15
  • Rating
    Clean
  • Copyright
    © Asset Strategy
  • Show Website
    Assets and Taxes