Show overview
Asset Management Group, Inc has been publishing since 2020, and across the 6 years since has built a catalogue of 225 episodes. That works out to roughly 130 hours of audio in total. Releases follow a fortnightly cadence.
Episodes typically run twenty to thirty-five minutes — most land between 29 min and 39 min — and the run-time is fairly consistent across the catalogue. None of the episodes are flagged explicit by the publisher. It is catalogued as a EN-US-language Business show.
The show is actively publishing — the most recent episode landed 1 months ago, with 10 episodes already out so far this year. The busiest year was 2021, with 52 episodes published. Published by Matt Pryor, LLC.
From the publisher
Want to take control of your financial future? Discover essential concepts you need to know in order to maintain a healthy financial position. Andrew Nida and Mo Piram use their years of industry experience to help educate and enlighten listeners and keep us informed on the financial news we need to know.
Latest Episodes
View all 225 episodesIncome Is Not Wealth: Why High Earners Still Stay Stuck
Ep 225The Client-First Blueprint: How the Best Advises are Building Trust and Scaling in 2026
In this episode of our Partner Perspectives series, we sit down with Kim Arthur for a candid conversation with Andrew Nida and Moise Piram on what it takes to build a durable, client-first advisory business.At Asset Management Group, everything starts with trust, clarity, and service. In this discussion, we unpack how those principles shape the way we serve clients, build our team, and grow as a firm without losing the personal touch that matters most.We talk through real-world insights on leadership, partnership, and family business dynamics, along with the role of transparency, grit, and continuous improvement in building something that lasts. We also explore how technology, AI, and evolving systems are reshaping the advisory space—and how we are adapting while staying grounded in what truly matters.This episode also highlights how we think about holistic planning, bringing together investment management, tax strategy, and business-owner solutions into one coordinated approach designed to simplify and strengthen our clients’ financial lives.As we look ahead, 2026 may be a defining year for firms willing to evolve with intention. This conversation is a behind-the-scenes look at how we are preparing for what’s next.If you’re an advisor, business owner, or someone serious about building and protecting wealth, this episode will give you a clear lens into how we think, operate, and serve.Learn more about what we do at: https://www.assetmg-inc.com/
Ep 224Active vs. Passive Investing: Where the Wealthy Play It Smart
Most investors have heard the terms active and passive. Far fewer understand what those labels actually mean once real wealth is on the line. In this episode of the Everyday Millionaire Podcast, we break down the active versus passive investing debate through the lens of high-net-worth families. This is not an academic discussion. When you have a $3 million, $5 million, or $8 million portfolio, fees, taxes, behavior, and structure matter in a very different way.We walk through the uncomfortable math behind active management, including why fees become a silent tax on wealth, why passive investing is often more sophisticated than people assume, and why so many actively managed funds fail to outperform simple index-based alternatives over time. We also talk about the hidden cost of tax drag and why after-tax returns matter just as much as headline performance.At the same time, this is not a passive-only conversation. We cover the places where active management can actually earn its keep, including certain parts of fixed income, small and mid-cap value, and private markets where manager selection matters more. The key is not complexity. The key is intention.We also introduce a practical framework high-net-worth investors can actually use: core plus satellite. A passive core built for low-cost, tax-efficient compounding, and a selective active satellite used only where there is a clear edge, a clear role, and a clear process.If you have ever wondered whether your portfolio is built by design or has simply become a collection of expensive decisions over time, this episode is for you.
Ep 223Stop Reacting to the News: The 4-Part “Mixed Signals” Retirement Plan
If you’ve been watching the headlines in 2026 and thinking, “None of this makes sense,” you’re not alone. Stocks can be up while confidence feels shaky. Jobs can cool while other areas of the economy look like they’re improving. Bitcoin can be down, silver can be swinging, and emerging markets can be strong… all in the same stretch of time.That’s what mixed signals are: real life.This episode is not a market recap and it’s definitely not a prediction show. It’s a planning lesson built for the 50+ investor (the “millionaire next door”) who wants to retire with confidence, protect cash flow, and stop getting whipped around by noise.Because when headlines conflict, the goal isn’t to predict — it’s to protect your plan.In this conversation, Moise and Andrew walk through a simple, repeatable system that works whether markets are calm or chaotic. It’s the exact framework they use to help pre-retirees and retirees stay disciplined when the economy feels confusing.The 4-Part Mixed Signals System:1) Protect Cash Flow (Paycheck Replacement)Your portfolio has a different job at 50+ than it did at 35. It’s not just about growth — it’s about replacing income. We talk about building a 12–24 month spending buffer so you’re not forced to sell stocks during a downturn.2) Rebalance With Rules (Not Feelings)Doing nothing isn’t neutral, because your allocation changes even when you don’t. We break down a simple drift rule (like +/- 5%) that helps you rebalance consistently and stay aligned with the risk you actually intended to take.3) Make the Right Tax Moves at the Right TimeMost families don’t lose retirement because of one bad market year. They lose it because of taxes, timing, and avoidable mistakes. We cover the importance of tax planning before Social Security and before RMDs, plus tools like Roth conversions (when appropriate), QCDs, DAFs, and intentional gain management.4) Build Behavior Guardrails (Mistake Prevention)The biggest threat to your retirement plan is usually a decision you make under stress. We give practical guardrails to keep you from panic-selling, chasing what’s hot, or turning your retirement plan into a highlights reel.If you’re 50+ and you want a process you can actually follow when markets feel “mixed,” this episode is for you.
Ep 222Are You Retiring Into Real Life or a Spreadsheet?
Most retirement plans assume the dollar is stable because it has been stable for most of our lifetimes. But stability is a period, not a guarantee. And when the measuring stick changes, the measurement changes. This episode is not about collapse or fear. It is about whether your retirement plan still works if purchasing power behaves differently over the next 10, 20, or 30 years. Many families feel the tension right now. Markets can look calm while real life still feels expensive, especially in retiree-heavy categories like insurance, healthcare, and travel.We break down what the dollar is and what it is not. The U.S. dollar remains the world’s primary reserve currency, and change typically happens at the margins, not through sudden abandonment. The dollar does not need to fail for planning assumptions to change. Then we talk about the shift most plans ignore. Since 1971, we have lived in a policy-driven purchasing power environment. That matters because retirees feel purchasing power risk first. Retirement turns income into withdrawals, withdrawals are fixed, and expenses are variable. You do not retire into an index. You retire into real life. We walk through the three risks that matter most for retired and near-retired families: purchasing power risk, sequence of returns risk, and policy risk. We also reframe the gold question and explain why forecasting the dollar is the wrong game. You do not need the right prediction. You need the right structure.Finally, we outline the AMG planning response: separating lifestyle capital from legacy capital, layering income sources across tax treatments, stress-testing withdrawals across inflation regimes, using real assets intentionally, and coordinating investments, taxes, and distribution strategy.The goal is not to be alarmed. The goal is to be prepared, so you can fund life with stability, regardless of what the next economic regime looks like.
Ep 221Are You Refinance Ready or Just Rate Watching?
Most people think refinancing is about timing interest rates. It’s not. It’s about preparation.In this episode of 2026: The Year to Advance (Part 2), Mo and Andrew break down what it actually means to be refinance ready. Instead of chasing headlines or hoping rates drop, they walk through a practical readiness playbook designed for high-income households and business owners who want flexibility, leverage, and better long-term outcomes.You’ll learn why cash-flow resilience matters more than a lower rate, how underwriting readiness determines who gets the best terms, and why decision rules prevent costly mistakes when the window opens. They also cover common debt structure traps, what lenders really do when rates fall, and how business owners should think about the purpose of capital in a changing rate environment.This is not a “refinance now” episode and it’s not a “wait for perfect rates” episode. It’s about positioning. When you are prepared, you can move quickly without being reckless and hold with confidence when the math doesn’t work.If 2026 is your year to advance, this episode will help you stop reacting to rates and start making intentional, strategic decisions.Follow 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.
Ep 220Will You Win the 2026 Opportunity Window or Miss It?
2026 could be your opportunity window. In this episode, we break down why this year may be a turning point for wealthy families and business owners — and why you’ll likely look back either grateful you took action or frustrated you waited.We talk about what’s driving the rate conversation (and why “waiting for the perfect time” can be just another form of market-timing), how to run the refinance and move-up math the right way, and why lower rates won’t fix a fragile financial plan. We also unpack the “teaser” offers financial institutions will push hard, what a real win actually looks like, and how falling borrowing costs could impact housing, new builds, and business expansion.Finally, we zoom out: risk posture, adaptability, and AI. Because the companies that win the next cycle won’t be the ones who wait — they’ll be the ones who move with wisdom and speed.If you’re a high-income earner, business owner, or CFO of your household — this one is for you.Key topics:Why 2026 could be a decision yearRate cuts, Fed leadership shifts, and what to watchRefi vs. wait: stop guessing and run the mathWhy the foundation matters more than the rateSpotting “teaser” offers vs real valueHousing and affordability if rates fallBusiness capital moves: refinance, expand, investRisk, longevity, and the danger of playing it too safeAI as a cross-functional advantage (speed, ops, acquisition)Next step: If you want help pressure-testing your plan, reach out or book a strategy call.Disclaimer: This content is for education only and is not financial, tax, or legal advice.Follow 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.
Ep 219Are You Losing More to Taxes Than the Market?
Most investors obsess over market dips… while ignoring the quiet leak that compounds for decades: taxes. In this episode, Andrew breaks down how “tax drag” can shrink your long-term wealth more than volatility, why tax-deferred isn’t tax-free, and the 3 most common mistakes that trigger unnecessary tax bills (rebalancing, concentrated stock, and the NIIT/Medicare surtax ambush). Then we give you the playbook: asset location, systematic tax-loss harvesting, and Roth strategies high earners can use to build real tax flexibility.Follow 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.
Ep 218Who Really Wins With a 10% Credit Card Cap?
A proposed one-year 10% cap on credit card APR sounds consumer-friendly—but banks don’t do charity, they do math. In this episode, we break down what the proposal actually is, what would have to happen for it to become law, and where the real costs would likely move: rewards, fees, underwriting, and business credit lines. If you’re a high earner or business owner who pays cards off monthly, this isn’t about “saving interest”—it’s about what could change in the system you use every day. Plus, a practical playbook for what to watch and what to do if this becomes a serious legislative push.Follow 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.
Ep 217What Nobody Tells You After You Reach Seven Figures
Most people spend their lives trying to build wealth.Very few learn how to keep it.The habits that help you accumulate money—aggressive growth, high risk tolerance, constant optimization—are often the exact same habits that quietly destroy wealth once you’ve already won the game.In this episode of The Steward’s Protocol, Mo and Andrew break down the hidden transition almost every high-net-worth individual faces—and why so many people miss it.You’ll learn:- Why accumulator thinking becomes dangerous at $5–10M+- How strategic liquidity creates opportunity during chaos- The silent tax decisions that quietly erode long-term wealth- Why asset protection matters more than returns at this stage- When doing everything yourself becomes the riskiest move- How families who keep wealth prepare the next generation, not just the portfolioThis isn’t about chasing higher returns or playing offense forever.It’s about shifting from growth to stewardship—and designing a system that protects, preserves, and passes on what you’ve built.If you’ve already climbed the mountain, this episode shows you how to build something that lasts at the top.
Ep 216Top 5 Mistakes Wealthy Investors Must Avoid in 2026
Top 5 Mistakes Wealthy Investors Must Avoid in 2026Start 2026 with the end in mind. If you earn $200k plus or you have a seven figure portfolio, a few avoidable mistakes can cost six or seven figures over a lifetime. In this episode Andrew Nida from Asset Management Group, Inc. breaks down the five mistakes wealthy investors must avoid in 2026 and how to align investments, taxes, and cash flow with the outcomes you actually want.Even high-income earners and retirees often make significant financial errors. This video addresses common mistakes that can cost hundreds of thousands of dollars, emphasizing the importance of effective financial planning. We discuss how coordinating cash flow, taxes, and risk is crucial for sound financial management, especially as tax planning strategies evolve. 💸What you will learn• How to define the future you want and the outcomes you want to avoid• How to align 2026 portfolio risk with withdrawal needs in a falling rate environment• How to coordinate the three tax buckets• High value employer and qualified plan moves• How to stay opportunistic when markets surprise• How to build a per pay period funding and quarterly review rhythm with your advisory teamFollow 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.
Ep 215How Waiting to Retire Can Cost You Millions!
How Waiting to Retire Can Cost You Millions!This episode examines the significant "cost of waiting" for "high net worth" individuals when it comes to "retirement planning". We explore how delaying this crucial step can impact long-term "wealth management", leading to substantial financial losses. Discover actionable insights for effective "financial planning" to build lasting wealth.One decision can quietly erase seven figures over your career. In this episode, Mr. Moise Piram breaks down the three real costs of delaying retirement savings for high earners and the three actions you can take this week to course correct. No market timing. No gimmicks. Just math and thoughtful planning.What you will learn:• The compound interest penalty: why a 10-year delay can mean over $1 million less at retirement• The employer match gap: how partial participation leaves hundreds of thousands unclaimed• The tax advantage compression: missed deductions, lost HSA growth, and fewer levers in retirement• Three actions to take now: capture the match, automate and escalate, and maximize an HSA when eligibleChapters:Hook and introCost 1: The compound interest penaltyCost 2: Missing the employer matchCost 3: Tax advantage compressionAction plan: three moves to make this weekSummary and next stepsHelpful context for 2025: current limits include a 401(k) employee deferral of $23,500 and HSA limits of $4,300 for individuals and $8,550 for families. Confirm your eligibility and current year limits before acting.Stay tuned for more on financial planning, tax planning, and wealth management. Like, share, and subscribe for weekly updates.Follow 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.
Ep 214The Holiday Money Rules Millionaires Follow (That Most People Don't)
Expert Reveals Holiday Secrets of Millionaires That Actually WorkHoliday cheer should not come with a credit card hangover. In this special episode, Andrew Nida and Moise Piram unpack how to enjoy Thanksgiving through Christmas without getting trapped by corporate tactics, fake deals, and costly patterns. We cover what has changed in holiday shopping, how to spot real versus fake discounts, why kids thrive with less, and a practical AMG Holiday Playbook you can use today.What you will learn• Thanksgiving by the numbers and why expectations drive overspending• How holiday shopping has shifted from in store to online and why manipulation increased• The truth about most Black Friday and Cyber Monday pricing• How holiday credit card debt grows and simple ways to avoid it• Why kids remember experiences more than volume• AMG Holiday Playbook steps to take before you buyLike, share, and subscribe to stay current on financial planning, tax planning, and wealth management updates. Educational content only.Follow 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.#HolidayBudget #BlackFriday #CyberMonday #HolidaySpending #PersonalFinance #RetirementPlanning #TaxPlanning #WealthManagement #DebtFree #CreditCards #FinancialLiteracy #MoneyTips #FamilyFinance #Minimalism #FrugalLiving #Budgeting #ConsumerPsychology #FinancialWellness #Inflation #Economy #HighEarners #MillionaireMindset #FaithFamilyFinance #Stewardship #MindfulSpending #GiftGuide #Savings #charitablegiving holiday spending 2025, holiday budget, Black Friday deals, Cyber Monday tips, fake discounts, credit card APR, avoid holiday debt, family finance, mindful spending, AMG podcast, Asset Management Group Inc, Andrew Nida, Moise Piram, faith family finance, consumer psychology, kids gifts ideas, experiences over things, price tracking tools, Keepa, CamelCamelCamel, Honey, CNET price tracker, high earner budgeting, everyday millionaires, charitable giving, generosity ideas, financial wellness, intentional spending, Christmas savingsAsset Management Group,Nida financial,49ers,panthers,sawyer sweeten,avgo stock,holiday gift sets,holiday gift sets on sale,shop electronics on sale,financial advice,personal finance,#podcast,podcast,shorts,reels,shopping season,thanksgiving day shopping,black friday 2025,black friday deals,black friday,why is it called black friday,holiday special,shopping haul,amazon black friday 2025,christmas songs,christmas music,dave ramsey,how to save money,AMG
Ep 213The Hidden Cost of Multiple Advisors: An $86,000 Mistake
The Hidden Cost of Multiple Advisors: An $86,000 Mistake Two advisors. One expensive collision. In this episode I unpack how $86,000 in realized capital gains from an uncoordinated brokerage account cascaded into surprise taxes, higher Medicare premiums through IRMAA, and a missed Roth conversion window. If you split assets across firms, this is your wake up call to coordinate or consolidate.What you will learn• Why multiple advisors often create tax and planning conflicts• How IRMAA works and why income thresholds matter for two full years• The hidden cost of realized gains inside taxable accounts• When Roth conversions make sense and how they can be blocked by bracket creep• A simple checklist to audit your advisor relationships and reduce surprisesChaptersHook and story set upWhy splitting advisors sounds smartThe $86,000 capital gains surprise IRMAA and premium surchargesThe Roth conversion opportunity lostThe system problem and your roleWhat to do next and coordination checklistTakeaways and next stepsFollow 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.Asset Management Group,Nida financial,The Hidden Cost of Multiple Advisors,shorts,podcast,#podcast,#shorts,financial advisor,financial planner,clash royale,crypto,self improvement,stock market,warren buffett,king finance,premia finance,women in finance,schwab network,wealth building,sara finance,how to become a millionaire,stock market today,how to,consumer finance,financial education,finance for beginners,banking and finance,Roth conversion,Moise
Ep 212The Hidden Cost of Having Multiple Advisors
STOP Using Multiple Financial Advisors Before You Watch This!Are multiple financial advisors helping or quietly hurting your planIn today’s episode Andrew Nida and Moise Piram from Asset Management Group Inc unpack the hidden costs of splitting assets across advisors including surprise capital gains IRMAA surcharges missed Roth conversion windows wash sales and fee creepWe walk through a real case where an $86,000 capital gain from an uncoordinated account triggered higher Medicare premiums derailed tax planning and cost tens of thousands in avoidable dragWhat you will learn• Why diversifying investments is smart but diversifying advisors fragments your strategy• How IRMAA surcharges and the two year lookback can compound one decision• The coordination gap that kills Roth conversions tax loss harvesting and withdrawal sequencing• A simple audit to decide whether consolidation makes sense for youIf you find this helpful like share and subscribe to stay current on financial planning tax planning wealth management and moreFollow 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.multiple financial advisors, hidden cost of multiple advisors, IRMAA surcharges, Medicare premiums, Roth conversion timing, capital gains surprise, tax planning for retirees, high net worth investors, everyday millionaires, wealth management podcast, advisor consolidation, fee analysis, wash sale rules, withdrawal sequencing, retirement income planning, Asset Management Group Inc, Andrew Nida, Moise Piram, portfolio coordination, tax efficiency, retirement tax strategies, Medicare Part B costs, Part D surcharges, financial planning mistakes, investment strategy, estate planning coordination, high income professionals, financial podcast
Ep 211Why Are So Many People Losing Jobs in 2025?
Why Are So Many People Losing Jobs in 2025?More than 150,000 jobs were cut in October 2025 and announced cuts have topped 1.1 million this year. Is this a red flag for the economy or a corporate reallocation story driven by AI and new priorities? In this video, Andrew Nida breaks down what is normal in layoff cycles, why 2025 feels different, how tech and policy fit in, and a step-by-step AMG Get Skinny Plan to protect cash flow, benefits, and retirement options if you are facing a layoff.What you will learn:• What is historically normal in layoffs vs. what is happening now• How reallocation and AI are reshaping roles and paychecks• When layoffs become a red flag instead of a realignment• Exactly what to do in the first 72 hours after a layoff• How to compare COBRA and Marketplace options and protect liquidity• Retirement distribution and portability rules to know near age 55 to 59½• How to rebuild your income pipeline without derailing your long-term planFollow 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.Asset Management Group,Why Are So Many People Losing Jobs in 2025?,news today,financial planning,personal finance tips,wealth management,dave ramsey,asset management,tech layoffs,amazon prime,news,ups,salesforce jobs,amazon jobs,google jobs,interview tips,how to,podcast,#podcast,how to invest,how to draw,how to make money online,raf ira,fidelity 401k,cal pers,traditional ira,simplified employee pension plan,certified financial planner,Andrew Nida
Ep 210Big Tech Layoffs 2025: What Families Need Now
Big Tech Layoffs 2025: What Families Need NowLayoffs are not headlines. They are households. In this episode Andrew Nida and Moise Piram break down who is cutting, what it means for income, how AI and tax policy shape the moment, and the exact steps to take if you are laid off or think you might be next.What you will learn• Where the cuts are happening and why this wave is different• Typical pay for impacted roles and what the income hit looks like tomorrow• How AI spending and current R and E expensing rules affect hiring and investing• The Get Skinny Plan for days one to three and beyond• Smart moves on cash flow, health coverage, portfolio risk, and job pipelineSubscribe for weekly guidance on financial planning, tax planning, and wealth management tailored to high earners and everyday millionaires.Follow 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.#Layoffs2025 #FamilyFinance #WealthManagement #CashFlow #HighEarners #EverydayMillionaires #FinancialPlanning #TaxPlanning #AIEconomy #JobSearch #Unemployment #Severance #HealthInsurance #COBRA #MarketplacePlans #Investing #RiskManagement #RetirementPlanning #PortfolioStrategy #TechCareers #CareerPivot #IncomeProtection #RecessionProof #MoneyTips #Budgeting #DebtManagement #SideIncome #financialliteracy Asset Management Group,Nida financial,tech layoffs,layoffs,amazon layoffs,job market,tech jobs,business news,mass layoffs,job search,ai,jobs,finance news,stock market,Big Tech Layoffs 2025,breaking news,microsoft layoffs,financial planning,personal finance,financial advisor,amazon,google ai,ai news,football highlights,artificial intelligence,ai tools,ai explained,stock market news,FOX NEWS,ABC NEWS,NEWS TODAY,CNBC NEWS,NEWS LIVE,PODCAST
Ep 209Top 3 Passive Income Strategies for High-Net-Worth Individuals
Top 3 Passive Income Strategies for High-Net-Worth IndividualsAchieving true financial success goes beyond just accumulating wealth; it's about securing your financial future and cultivating the right money mindset. Explore various side hustle opportunities to generate income and build wealth, focusing on solid personal finance strategies. Learn how to invest wisely and how to make money work for you, leading to financial freedom.Follow 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.#PassiveIncome #DividendInvesting #DividendGrowth #HighNetWorth #EverydayMillionaire #WealthManagement #FinancialFreedom #RetirementPlanning #TaxPlanning #PrivateEquity #PrivateRealEstate #RealEstateInvesting #AccreditedInvestor #CashFlow #PortfolioStrategy #wealthbuilding passive income strategies, dividend growth investing, dividend stocks, qualified dividends, high net worth investor, everyday millionaire, private real estate investing, real estate syndication, private REIT, accredited investor, real estate cash flow, depreciation tax benefits, 1031 exchange basics, opportunity zones overview, private business equity, minority stake in business, silent partner investing, business due diligence, portfolio diversification, liquidity planning, risk tolerance, asset allocation for retirees, income investing, cash flow portfolio, tax aware investing, wealth management Atlanta, Asset Management Group Inc, AMG Inc ATL Asset Management Group,financial planning,Passive Income,passive income ideas,passive income investing,wealth management,investing,personal finance,stock market,how to make money,make money online,work from home,business ideas,affiliate marketing,how to earn money online,digital products,financial freedom,make money,investing for beginners,taxes,ai business ideas,how to make passive income,how to make money online,side hustles,real estate investing
Ep 208Roth Conversion Secrets Your Financial Advisor Won't Tell You
Roth Conversion Secrets Your Financial Advisor Won't Tell You #retirementplanning #retirement #financialplanning #podcast If you’ve built a portfolio between $2M and $7M, and you’re either retired or nearing retirement, this video is for you. I’m Andrew Nida, President of Asset Management Group, Inc., and in this video you’ll get a step-by-step, rules-based guide to converting your pre-tax retirement assets into a Roth the right way. No hype. No generalities. Just actionable strategy. You’ll learn: The five critical factors we always review for clients in your asset-range (burn rate, age & RMD timeline, future tax rate, estate impact, bracket/IRMAA guardrails). The rules and traps you absolutely cannot ignore (taxable income of a conversion, five-year rule, state tax issues, Medicare surcharge risk). A multi-step plan built for those with $2M–$7M: how to measure, model, convert, monitor. Why 2025-2026 may be one of the last big windows for this strategy (thanks to recent tax law changes). Follow 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.roth conversion,Roth Conversion Secrets,finance,retirement planning,roth ira,personal finance,investing,financial planning,conversion,retirement income,social security,taxes,how to invest money,401k,financial advisor,tax strategies,estimated taxes explained,dave ramsey,financial education,ira,IRS,roth ira explained,roth ira vs traditional ira,how to make money,retirement,dividend investing,tax free,medicare,one big beautiful bill,Andrew Nida,Podcast,AMG
Ep 207The Shocking Reality About Passive Income
The Shocking Reality About Passive IncomeEver heard claims like I make money while I sleep or I earn six figures with no workIn this episode of the Asset Management Group Podcast, Moise Piram and Andrew Nida break down five of the most hyped passive income plays and reveal the real workload, risks, and moving parts behind each one.What we coverAirbnb arbitrage and the real cost of vacancies, city rules, and lease riskDropshipping margins, ad spend, and customer service realityAmazon FBA automation packages, policy changes, and inventory riskYouTube channel automation and what actually drives monetizationOnline course creation and why marketing never endsBetter ways to build durable incomeDividend investing, real estate with proper due diligence, and annuities as part of a planHow to align income strategies with your risk tolerance, taxes, and retirement timelineWhy a fiduciary plan matters for high earners in the United StatesIf this helped, like, share, and subscribe for more no-nonsense insights on financial planning, tax planning, and wealth management.Follow 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.Passive Income,ali abdaal,youtube automation,how to make money online,stock market,passive income ideas,passive income 2025,passive income investing,karlton dennis,youtube automation step by step,how to make passive income,youtube automation tutorial,shopify dropshipping,news,news today,live news,passive income ideas 2025,make money online,how to make money,how to earn money online,side hustle,AMG,affiliate marketing,faceless youtube channel,ANDREW Passive income myths, Passive income truth, High income earners United States, Dividend investing strategy, Real estate income, Annuity income, Fiduciary financial advisor, Retirement income planning, Tax efficient investing, Cash flow in retirement, Airbnb arbitrage risk, Dropshipping margins, Amazon FBA automation reality, YouTube channel monetization, Online course marketing, Wealth management for executives, Income strategies for doctors, Income strategies for business owners, Risk adjusted returns, Evidence based investing#PassiveIncome #WealthManagement #HighEarners #FinancialPlanning #RetirementPlanning #DividendInvesting #RealEstateInvesting #Annuities #Fiduciary #TaxPlanning #CashFlow #IncomeStrategies #PortfolioIncome #RiskManagement #Airbnb #Dropshipping #AmazonFBA #YouTubeCreator #OnlineCourse #RetirementIncome #FinancialEducation #SmartMoney #InvestingTips #MoneyTalk #WealthBuilding #FinancialAdvisor #PersonalFinance #AssetManagement