2 episodes

Do you want to stay informed on what's going on in the market but not get caught up in the flashy headlines?

Subscribe to our Podcast where in a few minutes or less, we discuss what’s affecting the past week’s market performance as well as give a preview of what might be ahead.

ASSET STRATEGY ADVISORS
Tel: 781-235-4426
Fax: 781-222-3002
info@assetstrategy.com

Asset Strategy Advisors Asset Strategy

    • Business
    • 5.0 • 1 Rating

Do you want to stay informed on what's going on in the market but not get caught up in the flashy headlines?

Subscribe to our Podcast where in a few minutes or less, we discuss what’s affecting the past week’s market performance as well as give a preview of what might be ahead.

ASSET STRATEGY ADVISORS
Tel: 781-235-4426
Fax: 781-222-3002
info@assetstrategy.com

    Boston Rent Control Proposal w. Boston Pads and SPOA

    Boston Rent Control Proposal w. Boston Pads and SPOA

    Featuring: Managing Director of Asset Strategy Kent Fitzpatrick AIFA®️, GFS®️, CBFA, CEO of Boston Pads Demetrios Salpoglou, President of SPOA Allison Drescher, and Vice President of SPOA Amir Shahsavari



    Advisory services are offered through Asset Strategy Advisors, LLC (ASA), an SEC-registered investment adviser. Insurance services are offered through Asset Strategy Financial Group, Inc. (ASFG). CIS, ASA, and ASFG are separate companies, all of which are independent of Anchor, Google Podcast, Spotify, & iTunes.

    • 1 hr 2 min
    Retirement Corner: Discussion Related to Secure Act 2.0 for Retirement Plan Sponsors

    Retirement Corner: Discussion Related to Secure Act 2.0 for Retirement Plan Sponsors

    The Omnibus Act passed through the Senate greenlighting the Secure Act 2.0. A lot has changed this year, and this is a change that is for sure going to have a rippling effect on your portfolio now and in this new year. If you've been going at it alone on your financial plan, this can be a piece of daunting news, you'll have to scour the legislative documents and find out how to reorganize your plan and timelines so that you don't make costly mistakes. However, this legislation doesn't have to be daunting. In fact, if you know what's in it, and how to navigate it, you can actually improve your financial situation. And that's why we're here to discuss these changes, talk about the future of your retirement and show you that the right partner by your side can help you get through retirement.

    Featuring: Managing Director of Asset Strategy KENT FITZPATRICK AIFA®️, GFS®️, CBFA and Director of Retirement John D. Gentry, CFP®, CEBS®, AIF®, C(k)P®



    Advisory services are offered through Asset Strategy Advisors, LLC (ASA), an SEC-registered investment adviser. Insurance services are offered through Asset Strategy Financial Group, Inc. (ASFG). CIS, ASA, and ASFG are separate companies, all of which are independent of Anchor, Google Podcast, Spotify, & iTunes.

    • 38 min

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