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
11 episodes transcribedPlanning for college can be overwhelming; we break everything down so you know what to expect. From choosing a college, applying, financial aid, and m...
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...
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...
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...
In this episode of Assets and Taxes, Kent Fitzpatrick sits down with attorney and founder of Legal Halp, Josh Halpern to break down everything you nee...
In this episode of Assets and Taxes, CFP's Peter Doherty, and Kaelan Fitzpatrick go through each step that one must go through in order to build a fin...
Is SECURE 3.0 coming? Join us as Asset Strategy's Director of Retirement Tim Black and American Funds Senior Retirement Specialist John Doyle break do...
In this episode of 'Assets and Taxes' financial professional, David O'Brien CFP®, CAIA®, is joined by special guest Jeff Murphy CFA, Market Leader at...
In this episode of 'Assets and Taxes' financial professionals, Kent Fitzpatrick AIFA®, GFS®, CBFA, and Peter Doherty MBA, CEXP, CFP®, analyze Donald T...
Welcome to the second episode of "Assets & Taxes" In this episode, Asset Strategy's Business Operations Manager and Financial Consu...
Welcome to the first episode of "Assets & Taxes" In this podcast, we dive into the dynamic world of financial planning, tax strategies,...
