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).
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Disclosure
Educational content only. Not tax, legal, or investment advice. Tax laws can change. Consult your CPA or advisor about your specific situation.
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The Shocking Reality About Passive Income
Ever heard claims like I make money while I sleep or I earn six figures with no work
In 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 cover
Airbnb arbitrage and the real cost of vacancies, city rules, and lease risk
Dropshipping margins, ad spend, and customer service reality
Amazon FBA automation packages, policy changes, and inventory risk
YouTube channel automation and what actually drives monetization
Online course creation and why marketing never ends
Better ways to build durable income
Dividend investing, real estate with proper due diligence, and annuities as part of a plan
How to align income strategies with your risk tolerance, taxes, and retirement timeline
Why a fiduciary plan matters for high earners in the United States
If this helped, like, share, and subscribe for more no-nonsense insights on financial planning, tax planning, and wealth management.
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Disclosure
Educational content only. Not tax, legal, or investment advice. Tax laws can change. Consult your CPA or advisor about your specific situation.
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#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
What is the Medicare Annual Enrollment Period?
It is the yearly window from October 15 to December 7 when Medicare beneficiaries can review and change coverage. During AEP you can switch from Original Medicare to a Medicare Advantage plan, change Medicare Advantage plans, or join and switch a Part D prescription drug plan. Most changes begin January 1.
In this episode, Andrew Nida and Moise Piram from Asset Management Group, Inc. explain what AEP is, who it helps, and how to compare plans with confidence. You will learn the dates, eligibility, and a simple step by step checklist so your coverage matches your health and prescriptions.
What you will learn:
• What AEP is and why it exists
• AEP dates and who is eligible
• Original Medicare compared with Medicare Advantage
• Part D changes and how formularies work
• What to review in your Annual Notice of Change
• How plan changes begin on January 1
• When the Medicare Advantage Open Enrollment Period applies from January 1 to March 31
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Disclosure
Educational content only. Not tax, legal, or investment advice. Tax laws can change. Consult your CPA or advisor about your specific situation.
Hashtags:
#Medicare #OpenEnrollment #AEP #WhatIsAEP #MedicareAdvantage #PartD #Retirement #FinancialPlanning #AndrewNida #MoisePiram #AssetManagementGroup
Tags and keywords:
what is Medicare AEP, Medicare Annual Enrollment Period explained, Medicare Open Enrollment 2025, Medicare AEP dates, Medicare Advantage, Part D, Original Medicare, ANOC, Medicare checklist, coverage effective January 1, Medicare Advantage Open Enrollment Period, retiree health insurance, Asset Management Group, Andrew Nida, Moise Piram
Make your money work while you sleep. In this episode, Andrew Nida and Moise Piram from Asset Management Group, Inc. walk through five practical passive income ideas for high earners. We cover dividend growth investing, covered call strategies, real estate options, private income opportunities for accredited investors, and tax advantaged vehicles that can help keep more of what you earn. Expect clear frameworks, simple math, and guardrails so you can decide what fits your plan.
What you will learn
• How dividend income and covered call ETFs can support cash flow for high earners
• Real estate choices, direct ownership, syndications, and REITs, plus where taxes may be reduced
• Business ownership as a semi passive cash flow source once systems are in place
• Private credit and other alternative income funds for accredited investors, including distribution mechanics
• Tax advantaged tools such as municipal bonds and Roth strategies that can reduce your tax drag
• A sample high earner passive income blueprint to think through allocation and risk
Chapters
Hook and setup
Dividends and covered calls
Real estate income and tax considerations
Business ownership and equity cash flow
Private investments and income distribution types
Tax advantaged vehicles to lower tax drag
Putting the blueprint together
Key takeaways and next steps
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Disclosure
Educational content only. Not tax, legal, or investment advice. Tax laws can change. Consult your CPA or advisor about your specific situation.
Asset Management Group Inc, Andrew Nida, Moise Piram, passive income, dividend investing, covered call ETFs, JEPI, QYLD, XYLD, real estate investing, REITs, rental property, syndications, private credit, accredited investor, tax advantaged investing, municipal bonds, Roth IRA strategy, retirement income, high earner strategies, wealth management, financial planning, portfolio income, business ownership, franchise investing, cash flow, Atlanta financial advisor, fiduciary advisor, tax strategy
YouTube Keywords
passive income for high earners, dividend growth strategy, covered call income, real estate cash flow, REIT dividends, private credit funds, accredited investor income, municipal bond tax free income, Roth IRA for high earners, backdoor Roth strategy, defined benefit plan for business owners, portfolio income planning, retirement income blueprint, tax efficient investing, wealth preservation strategies
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Nearly half of couples say money sparks arguments. In this episode, Andrew Nida and Moise Piram from Asset Management Group, Inc. share practical steps to help newly married and newly remarried couples align their cash flow, optimize taxes, and invest as a team. Use the simple money meeting agenda and the summary checklist below to get on the same page tonight.
Like, share, and subscribe for weekly insights on financial planning, tax planning, and wealth management.
What you will learn:
• How to set a joint cash flow plan with auto transfers
• How filing status affects withholding and cash flow
• Smart retirement contributions for couples including spousal IRA basics
• HSA tips for families using high deductible health plans
• What high earners need to know about surtaxes and Medicare IRMAA
• Protection moves that reduce risk and keep your estate documents up to date
• A real life client style story that shows the process in action
Quick checklist:
• Schedule a monthly money meeting with a ten minute agenda
• Confirm filing status and update Form W 4
• Max workplace plans and coordinate IRAs and HSAs
• Review beneficiaries, titling, and key documents
• Align on three shared goals with dollar amounts and due dates
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Disclosure
Educational content only. Not tax, legal, or investment advice. Tax laws can change. Consult your CPA or advisor about your specific situation.
Hashtags:
#FinancialPlanning #WealthManagement #TaxPlanning #MarriedMoney #Newlyweds #HighIncome #EverydayMillionaire #RetirementPlanning #HSA #IRA #401k #CashFlow #Budgeting #EstatePlanning #AMG
Tags / Keywords (comma-separated)
married money, newlywed finances, money meeting, joint budget, cash flow plan, married filing jointly, spousal IRA, HSA family, 401k contribution, IRA contribution, Medicare IRMAA, net investment income tax, high income couple, Andrew Nida, Moise Piram, Asset Management Group, everyday millionaire, retirement planning, estate planning, financial checklist, wealth building, tax strategies for couples, money fights, financial communication
YouTube keywords:
married money, newly married finances, couples budgeting, tax filing status, spousal IRA rules, HSA strategies, retirement savings as a couple, Medicare IRMAA income, net investment income tax threshold, high income financial planning, Asset Management Group Inc, Andrew Nida, Moise Piram
Five Costly Tax Mistakes and How to Avoid Them
Waiting until filing season is the most expensive mistake of all. In this episode, Moise Piram and Andrew Nida from Asset Management Group Inc break down the five costly tax mistakes we see most with high income households and the simple fixes that keep your plan on track.
What you will learn
Why taxes should refine your plan, not drive it
The difference between deductions and credits with quick math you can use
Vehicle write offs and what the rules really require
How to spot risky tax driven deals before they derail your plan
The year end moves that actually need to happen by December 31
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Subscribe for weekly insights on financial planning, tax planning, and wealth management. Like this video and share it with a friend who needs a clear tax and wealth building roadmap.
Important disclosures
This video is for educational purposes only and is not tax, legal, or investment advice. Consult your CPA, tax advisor, and financial advisor about your specific situation. Asset Management Group Inc is not a CPA firm. All strategies depend on individual circumstances and current IRS rules as of the date of recording. No guarantee of outcomes or performance.
If your paycheck stopped today how long could you keep your lifestyle
In this episode Moise Piram and Andrew Nida from Asset Management Group Inc share a simple roadmap to start saving for early retirement and calculate your number with clarity. You will learn how to reach a 20 to 25 percent savings rate without feeling broke where each dollar should go and how to design a flexible withdrawal plan around 3.7 to 4.0 percent.
What you will learn today
• How to estimate your early retirement spending and translate it into a target number
• The savings sequence that works match then HSA then IRA then max your plan then taxable
• How to set realistic return expectations so your plan does not rely on luck
• How to crush high interest debt build a cash buffer and right size big expenses
• How to design a paycheck in early retirement with cash reserves and guardrails
• Two real client stories that show what works and what stalls
Like the video subscribe to the channel and share this with a friend who wants work to be optional sooner
Important notes
This video is for educational purposes only and is not investment tax or legal advice. Investing involves risk including possible loss of principal. Examples are hypothetical and for illustration only. Speak with a qualified fiduciary advisor about your specific situation. Rates limits and laws can change. All opinions are those of the speakers at the time of recording.
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#earlyretirement #financialplanning #retirementplanning #wealthmanagement #RothIRA #HSA #401k #financialindependence #debtfree #investing
early retirement, retire early, how much to retire, retirement number, retirement math, safe withdrawal rate, 4 percent rule, 3.7 p...
Charlie Kirk's Death: How We React to Tragedy
Hard Conversations : Charlie Kirk, Ukraine Girl, and School Violence
Content advisory: This episode discusses sensitive current events.
Why does September so often bring the hardest headlines? In this podcast, we examine 24 years of September stories and how media, politics, and public reaction shape what we see and feel.
Video Source: Turning Point USA
Support and resources
• 988 Suicide & Crisis Lifeline — call or text 988
• National Domestic Violence Hotline — 800-799-7233
Disclaimer: Educational discussion only. We do not make legal claims, and we avoid graphic content. Views are for conversation and analysis.
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#Podcast #CurrentEvents #MediaAnalysis #September #ViolencePrevention #SchoolSafety
In conversation with Rusty Vanneman Exposes HIDDEN Finance Secrets You've Been Missing
About Rusty Vanneman: Rusty has almost 35 years of experience in the industry and over 15 as an Investment Executive creating evidence-based solutions to help clients and advisors navigate the complexities of the market. Rusty is a multiple-time recipient of top industry honors, including ETF.com's ETF Investor of the Year and WealthManagement.com's ETF Strategist of the Year. Rusty Vanneman is author of the book Higher Calling: A Guide to Helping Investors Achieve their Goals as well as multiple weekly, biweekly, and monthly columns. He also has hosted two longstanding and beloved investment podcasts, "Weighing the Risks" and "The Weighing Machine" and is launching his new podcast "Invest Well, Be Well” on July 17th, 2025.
Check the website: https://rustysbridge.com/
Unlock the mysteries of behavioral finance and discover the real secret to making informed investment decisions. In this video, we'll delve into the world of behavioral finance, exploring the psychological and emotional factors that influence our financial choices. From cognitive biases to emotional decision-making, we'll examine the key concepts and strategies that can help you make better investment decisions and achieve your financial goals. Whether you're a seasoned investor or just starting out, this video will provide you with a deeper understanding of the complexities of behavioral finance and the secret to success. Watch now to learn more about the real secret to behavioral finance and start making smarter investment decisions today.
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Discover the latest updates on 401k rules in 2025 and how they will impact your retirement savings. In this video, we'll break down the new regulations and what you need to know to make informed decisions about your financial future. Learn how the changes will affect your contributions, investments, and overall retirement strategy. Stay ahead of the curve and ensure you're making the most of your 401k in 2025. Get the inside scoop on the new rules and take control of your retirement planning.
In 2025, headlines are hitting your paycheck tariffs, inflation, shifting rates, and tax-code changes. In this episode of the Asset Management Group podcast, Andrew Nida shows you how to fix your 401(k) fast: why two people with the same salary retire very differently, the three moves to make this week, and how new rules and tax breaks affect your plan.
You’ll learn
The 401(k) settings that quietly cost six figures over a career
How to set the right savings rate and lock in auto-escalation
When to use pre-tax vs. Roth (and why tax diversification matters)
Powerful upgrades: after-tax + in-plan Roth (mega backdoor), catch-ups, and Roth-treated matches
Ways new tax deductions can free up cash to boost contributions
Quick checklist
Capture the full employer match
Aim for a total savings rate around 14–15% (employee + employer)
Turn on +1% auto-escalation until you hit target
Choose your tax lane on purpose: pre-tax, Roth, or a mix
Check for after-tax contributions + in-plan Roth conversion
Use eligible catch-ups and redirect tax savings to your plan
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If this helped, share it with a teammate who just changed jobs or reset benefits. Like, subscribe, and comment with your biggest 401(k) question and we’ll tackle it in a future episode.
Educational only. Not tax, legal, or investment advice. Investing involves risk, including possible loss of principal. Consult your advisor before implementing strategies.
Hashtags
#401k #RetirementPlanning #TaxStrategy #Roth401k #SecureAct #FinancialIndependence #WealthManagement #HighIncome #Investing #MegaBackdoorRoth #CatchUpContributions #PersonalFinance #AssetManagementGroup
Are you ready to make 2025 your best year yet? In this episode of Beyond Tomorrow, we dive deep into faith, family, and finance—helping you build a clear vision and take actionable steps toward a fulfilling life.
We discuss:
✅ The importance of setting intentional goals and sticking to them
✅ How to balance faith, work, and family without burnout
✅ The power of SMART goals and financial planning for long-term success
✅ Why automation, discipline, and accountability are the keys to growth
If you’ve ever struggled with staying consistent, making time for what truly matters, or aligning your life with your values, this episode is for you!
What’s your #1 goal for 2025? Drop it in the comments below! 👇
🔔 Don’t forget to like, subscribe, and turn on notifications so you don’t miss future episodes of Beyond Tomorrow!
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In this episode of Beyond Tomorrow, we guide you through creating a clear and actionable vision for 2025. Learn how to reflect on your past, set SMART goals, and align your aspirations with your core values. Discover practical exercises, inspiring examples, and visualization tools to turn your dreams into reality. Whether you're planning your retirement, focusing on personal growth, or strengthening your legacy, this video equips you with the strategies to make 2025 your best year yet. Share your 2025 goals in the comments and let's inspire each other!
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What does Christmas truly mean? In this episode, we explore 'The Day the World Stood Still,' diving into the profound message of Christ’s birth and its impact on history and humanity. From the foundations of Genesis to the divine purpose revealed in the New Testament, we discuss the significance of Jesus as the light in a world of darkness. Discover why Christmas is more than just a holiday—it’s the foundation for hope, peace, and transformation. Join us as we unpack the true story of Christmas and its relevance to your life today.
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Join us on this episode as we break down key political issues ahead of the upcoming election! We dive into the recent Vice Presidential debate, exploring the differences between the candidates on topics like foreign policy, immigration, climate change, and more. We discuss how these policies impact your finances, family, and faith, while also sharing insights on the importance of voting based on policy, not personality. Stay tuned as we challenge you to think critically about your vote and its long-term impact on your economic future.
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In this episode of Beyond Tomorrow, we break down the essential steps to ensure you’re making the right health insurance decisions during the upcoming open enrollment period. Whether you're retiring early or approaching Medicare age, understanding your health coverage is crucial to avoid costly mistakes. We discuss retirees' common fears, how to evaluate your current plan, and strategies to ensure your health insurance fits your retirement needs moving forward.
🔑 Key topics covered:
- Open enrollment period tips (October 15 - December 7)
- How health insurance impacts retirement planning
- Why early retirees need to carefully consider insurance before age 65
- The importance of reviewing your Medicare plan annually
🎧 Tune in to get expert advice on securing the right health coverage and making informed retirement decisions.
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In this video, we dive into the critical timing of Medicare enrollment to avoid costly penalties and explore how income-related monthly adjustments (IRMA) can affect your Medicare premiums. We break down the complexities of Medicare plans, discuss the consequences of late enrollment, and emphasize the importance of comprehensive financial planning for managing healthcare costs in retirement. Plus, we highlight why partnering with a financial advisor is essential for holistic guidance on income management, taxes, and healthcare expenses during your retirement years.
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What is Medicare and why should I care?? If you're about to retire, then you'll definitely want to tune into this episode. Medicare can be confusing and daunting for those who are unfamiliar with it. If you don't educate yourself, you could be stuck in a tough financial situation! Don't let Medicare be scary and let us break down ALL you must know about Medicare.
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Today we sit down with Rebekah Warren, a Therapist, to discuss the challenges faced by youth today. We dive into identity, anxiety, and the impact of technology and social media. We highlight the struggles youth and teenagers face in developing their identities and the role that social media plays in the process. We cover the rise in anxiety and depression among youth, the addictive nature of technology, the importance of parental guidance and modeling healthy habits, and the need for community and school-based support systems.
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Today, we talk about how hard it can be to raise boys with unrestricted technology and social media. We dive into why kids need to have rules and learn self-control. We also discuss how parents can help by setting boundaries and talking openly with their kids. Plus, we touch on how young boys sometimes struggle with self-discipline and how schools affect their growth.
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Enjoy our discussion with Sean O’Hara! We dive into the importance of free cash flow in investing, the potential impact of Fed rate cuts and the upcoming presidential election on the market, as well as the opportunities presented by AI technology.
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