Assets and Taxes
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
17 episodes transcribedHow To Build Wealth Through Real Estate - w/ Demetrios Salpoglou
Episode Date: April 20, 2026In this episode, Kent Fitzpatrick, AIFA®, GFS®, MSCTA© sits down with Demetrios Salpoglou the CEO of Boston Pads. They breakdown the entire process of...
What You Need To Start A Business
Episode Date: July 29, 2025If 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...
What's Happening to Crypto? The Future of Digital Currency Regulation
Episode Date: July 21, 2025In this episode of Assets and Taxes, Asset Strategy Financial Consultant Kaelan Fitzpatrick, CFP®, sits down with Magic Eden's Joe Doll. They talk...
Why A.I. Is A MUST For Your Business In 2025
Episode Date: May 21, 2025If 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 fa...
Set Up Your LLC The RIGHT Way (Asset Protection and Privacy)
Episode Date: May 15, 2025Don'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...
The COMPLETE Guide on College Planning
Episode Date: May 9, 2025Planning for college can be overwhelming; we break everything down so you know what to expect. From choosing a college, applying, financial aid, and m...
How To Deal With Market Volatility (From Financial Experts)
Episode Date: May 2, 2025If you're watching this, you're probably really nervous about what's going on with current market conditions. Take a deep breath. It's...
Job Loss Tips You Wish You Knew Sooner...
Episode Date: April 11, 2025If 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...
How To Legally Avoid Real Estate Taxes (1031 Exchanges & DSTs Explained)
Episode Date: April 8, 2025In 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...
Why Everyone Needs an Estate Plan (Before It’s Too Late)
Episode Date: March 20, 2025In 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...
How To Build a Financial Plan To GROW Your Wealth | Episode #6
Episode Date: December 26, 2024In 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...
What's REALLY Happening with SECURE 3.0? | Episode #5
Episode Date: December 5, 2024Is 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...
How Direct Indexing Can LOWER Your Tax Bill! | Episode #4
Episode Date: November 7, 2024In this episode of 'Assets and Taxes' financial professional, David O'Brien CFP®, CAIA®, is joined by special guest Jeff Murphy CFA, Market Leader at...
Financial Professionals Analyze Trump and Harris Tax Policies! | Episode #3
Episode Date: October 15, 2024In this episode of 'Assets and Taxes' financial professionals, Kent Fitzpatrick AIFA®, GFS®, CBFA, and Peter Doherty MBA, CEXP, CFP®, analyze Donald T...
Social Security 101 | Episode #2
Episode Date: August 29, 2024Welcome to the second episode of "Assets & Taxes" In this episode, Asset Strategy's Business Operations Manager and Financial Consu...
The Implications of Taxes in Retirement | Episode #1
Episode Date: August 1, 2024Welcome to the first episode of "Assets & Taxes" In this podcast, we dive into the dynamic world of financial planning, tax strategies,...
