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Assets and Taxes
Asset Strategy
15 episodes
1 week ago
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
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Investing
Business
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All content for Assets and Taxes is the property of Asset Strategy and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
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
Show more...
Investing
Business
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Job Loss Tips You Wish You Knew Sooner...
Assets and Taxes
19 minutes 37 seconds
7 months ago
Job Loss Tips You Wish You Knew Sooner...

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 until it’s too late. This includes what to do with your 401(k) or retirement plan, how to stay afloat while searching for your next opportunity, options for health insurance, severance, and unemployment, simple strategies to avoid costly mistakes, and how to regain financial control and build a better foundation.(0:00) Intro(1:25) What's Are Some Immediate Things You Should Do(4:35) What Does Unemployment Look Like?(6:15) What Are Other Ways To Make Money While Unemployed(7:20) What Happens With Your Retirement Account(9:35) What Does This Mean For Your Thrift Savings Plan (For Government Employees)(11:00) How To Make Sure You Have An Emergency Fund(13:30) What Are Some Big Picture Things To Think About(15:45) How To Stay Positive Through This(17:35) Final Action Steps(19:00) ConclusionWe know that this is a really hard time for you.Luckily, we have some free resources for you to help you get started!Our Financial Wellness Tool: https://assetstrategy.com/myblocks/ Once you're ready, we can offer you some professional guidanceBook a FREE discovery call today to explore how we can help you: https://assetstrategy.com/contact/Free Financial Guides: https://assetstrategy.com/financial-guides/Call the Asset Strategy Team: 781-235-4426Connect:Website: https://assetstrategy.com/LinkedIn: https://www.linkedin.com/company/asset-strategy-advisorsFacebook: https://www.facebook.com/people/Asset-Strategy-Advisors/61573136047425/Instagram: https://www.instagram.com/asset_strategy/

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