Asset Management Group, Inc

Mo goes over what to consider when investing in funds. What's in mutual funds? He breaks down the choices such as domestic large cap funds or international small cap growth mutual funds. Mo talks about considering the overall objective and he delves into cost and how to watch for fees. CloudVestorsSee omnystudio.com/listener for privacy information.

Mo breaks down the 4 percent rule. What is it? How does it work? Does it work? If so, what rules should you follow and make sure you don't break. What are the alternatives in your withdrawal strategies? Mo covers it all and untangles the 4 percent rule. CloudVestorsSee omnystudio.com/listener for privacy information.

Mo looks at the things you should consider during the open enrollment period for your employer sponsored health plan. Should you keep it as it is or is it better to take a look at changes in your life and in the plan? He looks at the options of high deductible versus higher premiums, HSAs, and dental and vision. CloudVestors See omnystudio.com/listener for privacy information.

Projections show that Social Security's trust funds will face challenges in 2034 in their ability to pay full benefits. Mo looks at the options to face those challenges including raising the payroll tax, an income donut hole, raising the full retirement age, or making changes to the percentage of Social Security benefits subject to taxation. CloudVestorsSee omnystudio.com/listener for privacy information.

Mo discusses what you should consider in helping to determine if you are ready to retire. What's your target date? Do you have multiple streams of income in place? He also covers Social Security maximization, estate planning, proactive tax strategies, and the importance of planning for a long term retirement. CloudVestorsSee omnystudio.com/listener for privacy information.

Mo breaks down the IRA and mistakes to avoid in your strategies. He also discusses tax strategies including whether to go all traditional, all Roth, or a blend of both. CloudVestorsSee omnystudio.com/listener for privacy information.

Mo pulls back the curtain and explains the inner workings of proper financial planning throughout your adult life. CloudVestorsSee omnystudio.com/listener for privacy information.

Social Security: When to take it How to maximize your benefits Strategies for the surviving spouse A look back at the history All discussed by Moise Piram in this episode. CloudVestorsSee omnystudio.com/listener for privacy information.

Moise Piram explains how at least certain components of estate planning should be considered during earlier times of your life than you may think. It's not a cookie cutter approach but he covers the different aspects including wills, living wills, powers of attorney, and even setting up guardians for your children. CloudVestorsSee omnystudio.com/listener for privacy information.

We're seeing it. We're talking about it. It's inflation. In this episode, Moise Piram covers inflation. What is it? What's making it spike? How do you protect yourself against inflation? That's covered in this podcast. CloudVestors https://www.ramseysolutions.com/retirement/what-is-inflationSee omnystudio.com/listener for privacy information.

In this episode, Moise Piram talks about getting a financial plan. We hear it talked about a lot but in broad terms. Mo covers more specifics on financial planning and how the strategies can change in your plan over time. CloudVestors 800-419-6164See omnystudio.com/listener for privacy information.

In this episode, Moise Piram talks about the importance of doing periodic financial reviews to make sure you're on track throughout your life and especially in reaching the ultimate goal of successful retirement. CloudVestorsSee omnystudio.com/listener for privacy information.

In this episode, Moise Piram talks about ways you can start and fund an IRA for your child or grandchild if they have earned income. CloudVestorsSee omnystudio.com/listener for privacy information.

This is Moise Piram's special wedding day podcast. As he prepares for his wedding day, he discusses the wedding day budget and offers tips on how to pay for the different services that are involved in the big day. CloudVestors https://www.theknot.com/content/wedding-budget-ways-to-save-moneySee omnystudio.com/listener for privacy information.

In this episode, Moise Piram talks about the differences between an ETF and a mutual fund. He discusses the benefits of each and any potential disadvantages. CloudVestorSee omnystudio.com/listener for privacy information.

In this episode, Moise Piram discusses the proper strategies for a successful retirement with the right investment and tax moves and a good income plan. CloudVestors See omnystudio.com/listener for privacy information.

In this episode, Moise Piram talks about passive income. That's income you can build with little to no ongoing effort. CloudVestors https://www.ramseysolutions.com/retirement/what-is-passive-incomeSee omnystudio.com/listener for privacy information.

In this episode, Moise Piram shows how to maximize your income. He explains how to be smart with your money implementing the right practices and strategies. CloudVestorsSee omnystudio.com/listener for privacy information.

In this episode, Moise Piram clears up some misconceptions over estate planning. He explains what is best for whom and that's it's. not. just for the very wealthy. CloudVestorsSee omnystudio.com/listener for privacy information.

In this episode, Moise Piram shares concerns he has about mistakes that are made in the financial universe and also offers solutions. CloudVestorsSee omnystudio.com/listener for privacy information.

In this episode, Moise Piram explains why this may be the time to seriously consider Roth conversions and he covers the strategies in doing these conversions. CloudVestorsSee omnystudio.com/listener for privacy information.

In this episode Moise Piram discusses legislation making its way through Congress. Mo runs down some of the provisions of Secure Act 2.0 and how it could affect savings habits of workers and retirement planning. CloudVestorsSee omnystudio.com/listener for privacy information.

As we are starting to see prices go up, Moise Piram covers inflation and how it can affect your financial life and your portfolio. CloudVestorsSee omnystudio.com/listener for privacy information.

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In this episode, Moise Piram points out financial moves you should make and opportunities that exist through the different phases of your life. CloudVestorsSee omnystudio.com/listener for privacy information.

In this episode Moise Piram explains the differences between term and whole life insurance and which may be best for you. CloudVestorsSee omnystudio.com/listener for privacy information.

In this episode Moise Piram hosts a big party for the 50th episode. He also breaks down the traditional and Roth 401(k) and discusses which is better for you or should you be in both. CloudVestorsSee omnystudio.com/listener for privacy information.

We're all human and we all make mistakes but in this episode Moise Piram covers financial mistakes to avoid in your life. CloudVestorsSee omnystudio.com/listener for privacy information.

In this episode Moise Piram breaks down wills and trusts. He covers how to make a will as well as the difference between revocable and irrevocable trusts and who would be better suited for either. CloudVestorsSee omnystudio.com/listener for privacy information.

In this episode Moise Piram discusses ten "deadly financial sins" to avoid throughout your financial life. CloudVestorsSee omnystudio.com/listener for privacy information.

In this episode Moise Piram offers solid financial strategies in your personal financial life. He covers everything from how to create a budget to having proper insurance, saving for retirement, eliminating debt, and much more. CloudVestors https://www.daveramsey.com/blog/the-basics-of-personal-financeSee omnystudio.com/listener for privacy information.

In this episode Moise Piram discusses debt to income ration: How to calculate yours, what creditors are looking for, and the best methods for eliminating your debt. CloudVestors https://www.daveramsey.com/blog/how-the-debt-snowball-method-worksSee omnystudio.com/listener for privacy information.

In this episode Moise Piram discusses whether or not it's a good idea to invest in a time share. CloudVestors https://www.daveramsey.com/blog/what-is-a-timeshareSee omnystudio.com/listener for privacy information.

In this episode Moise PIram discusses finances in relationships from dating to the wedding day and throughout the marriage. CloudVestors See omnystudio.com/listener for privacy information.

In this episode Moise Piram discusses the process of leasing a vehicle and whether or not it's a good idea. CloudVestors https://www.daveramsey.com/blog/how-does-a-car-lease-workSee omnystudio.com/listener for privacy information.

In this episode Moise Piram lays out the spending plan pie for your life and explains how to slice it in the most efficient way. CloudVestorsSee omnystudio.com/listener for privacy information.

In this episode Moise PIram offers suggestions on filing your taxes properly and what could put you in jeopardy of being audited. CloudVestors See omnystudio.com/listener for privacy information.

In this episode Moise Piram discusses strategies involving Social Security, how to maximize, and gives some facts you may not be aware of. He shares some interesting stories on Social Security and discusses the history of this benefit. CloudVestorsSee omnystudio.com/listener for privacy information.

In this episode Moise Piram goes over the steps in buying stocks and getting in the investment game. He covers everything from determining which platform to use, doing your research, and managing your portfolio. CloudVestorsSee omnystudio.com/listener for privacy information.

In this episode Moise PIram goes through the year month by month and discusses some of the financial moves you should be making. CloudVestorsSee omnystudio.com/listener for privacy information.

In this episode Moise Piram talks about how the money universe changes with each generation including how we are transitioning into a cashless society. Moise also discusses some of Dave Ramsey's tips on teaching finances to kids from pre-school to high school. CloudVestors https://www.daveramsey.com/blog/how-to-teach-kids-about-moneySee omnystudio.com/listener for privacy information.

In this episode Moise Piram talks about the process of setting up an estate plan. CloudVestors https://www.cnbc.com/2021/01/03/cant-afford-an-estate-plan-what-to-do-without-spending-a-fortune-.htmlSee omnystudio.com/listener for privacy information.

What can you do to firm up your financial plan for 2021? In this episode Moise Piram discusses resolutions for the new year. CloudVestorsSee omnystudio.com/listener for privacy information.

In this episode Moise Piram looks back at 2020 and lessons we learned and shows how we can put those lessons learned into positive action for 2021. CloudVestorsSee omnystudio.com/listener for privacy information.

In this episode Moise Piram offers good advice for those interested in investing in IPOs. CloudVestorsSee omnystudio.com/listener for privacy information.

In this episode Mo Piram explains the benefits of having an expert along with you as you navigate through your financial life. CloudVestorsSee omnystudio.com/listener for privacy information.

In this episode Moise Piram guides you through the proper steps and strategies to help you lead a life of financial security. He also spells out what you should be doing in your financial strategies in each decade of your adult life leading to retirement. CloudVestors See omnystudio.com/listener for privacy information.

In this episode Moise Piram focuses on pre-retirees and the options they have when the volatility of this year has made them nervous. He offers a breakdown of the different kinds of annuities. CloudVestors See omnystudio.com/listener for privacy information.

In this episode Moise Piram discusses successful traits common among individuals who enjoy a high net worth. CloudVestorsSee omnystudio.com/listener for privacy information.

In this episode Moise Piram goes over the options self-employed people have in planning for their retirement. He covers the IRA from Traditional to Roth, SEP, and Simple. He explains the advantages of each of those as well as the Solo 401(k) and the Defined Benefit Plan. Moise shares a link to a Nerd Wallet article with a common theme. CloudVestors https://www.nerdwallet.com/article/investing/retirement-plans-self-employedSee omnystudio.com/listener for privacy information.