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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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Why A.I. Is A MUST For Your Business In 2025
Assets and Taxes
43 minutes 20 seconds
6 months ago
Why A.I. Is A MUST For Your Business In 2025

If 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 far behind. In this episode, Kent Fitzpatrick, AIFA®, GFS®, MSCTA©, sits down with Paul Baier. Paul is one of the leading minds in this AI revolution. He's the president and CEO of GAI Insights. They talk about everything from where AI is heading to actionable tips and insights on how to use AI to scale your business.(0:00) Intro(2:15) Is It Too Late To Adapt To AI(2:59) Why Is AI No Longer Optional(5:20) What Are The Different ChatGPT Models(7:12) How To Prompt The Right Way(8:01) How Does A LLM Work?(11:25) Biggest Missed Opportunites For Small Business Owners(13:39) Which AI Tool Should You Use?(15:00) Do AI Models Learn From Their Mistakes?(15:56) Can A Small Business Outpace A Large Business If They Use AI?(17:45) How Are Successful Entrepreneurs Learning About AI?(21:15) How To Get Ahead Of AI?22:40 What Does GAI Insights Do?(23:42) How To Know If A Company Is Falling Behind?(25:25) Which AI Tools Should You Use For Certain Tasks?(27:38) What Can Humans Do That AI Can't?(30:20) What Does The Future Look Like For AI(32:20) What Should Business Owners Do Right Now?(34:38) Should You Ask AI To Do Write For You Or Give You The Framework?(36:10) How Can Businesses Show Up On AI Platforms?(37:45) What Is GAI Insights Doing?(39:40) Paul's TED Talk(40:57) Will AI Take Everyone's Job?(41:21) Can Small Companies Afford AI?(41:41) Do You Need A Technical Co Founder To Use AI For Your Business?(42:00) Will AI Ever Slowdown?(42:40) ConclusionConnect With GAI InsightsWebsite: https://gaiinsights.com/Generative AI Newsletter: https://gaiinsights.com/generative-ai-newsletterGAI World Event: https://www.gaiworld.com/Our Financial Wellness Tool: https://assetstrategy.com/myblocks/Our Financial Guides: https://assetstrategy.com/financial-guides/ 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/Call the Asset Strategy Team: 781-235-4426Connect With Asset Strategy: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/


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Because investor situations and objectives vary this information is not intended to indicate suitability for any individual investor.


This is for informational purposes only, does not represent legal or tax advice does not indicate suitability for any particular investor, and does not constitute an offer to purchase or sell investments.


Advisory Services are offered through Asset Strategy Advisors, LLC (ASA), a SEC Registered Investment Advisor.


Securities offered through registered representatives of Concorde Investment Services, LLC. (CIS), member of FINRA/SIPC.


Insurance Services offered through Asset Strategy Financial Group, Inc. (ASFG). ASA, CIS, and ASFG are independent of each other.ia-sc-r-a-448-5-2025

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