Shows
Asset Management Group, IncHow Waiting to Retire Can Cost You Millions!How Waiting to Retire Can Cost You Millions!This episode examines the significant "cost of waiting" for "high net worth" individuals when it comes to "retirement planning". We explore how delaying this crucial step can impact long-term "wealth management", leading to substantial financial losses. Discover actionable insights for effective "financial planning" to build lasting wealth.One decision can quietly erase seven figures over your career. In this episode, Mr. Moise Piram breaks down the three real costs of delaying retirement savings for high earners and the three actions you can take this week to course correct...
2025-12-1221 min
Asset Management Group, IncThe Holiday Money Rules Millionaires Follow (That Most People Don't)Expert Reveals Holiday Secrets of Millionaires That Actually WorkHoliday cheer should not come with a credit card hangover. In this special episode, Andrew Nida and Moise Piram unpack how to enjoy Thanksgiving through Christmas without getting trapped by corporate tactics, fake deals, and costly patterns. We cover what has changed in holiday shopping, how to spot real versus fake discounts, why kids thrive with less, and a practical AMG Holiday Playbook you can use today.What you will learn• Thanksgiving by the numbers and why expectations drive overspending• How holiday shopping has shifted from...
2025-11-2540 min
Asset Management Group, IncThe Hidden Cost of Multiple Advisors: An $86,000 MistakeThe Hidden Cost of Multiple Advisors: An $86,000 Mistake Two advisors. One expensive collision. In this episode I unpack how $86,000 in realized capital gains from an uncoordinated brokerage account cascaded into surprise taxes, higher Medicare premiums through IRMAA, and a missed Roth conversion window. If you split assets across firms, this is your wake up call to coordinate or consolidate.What you will learn• Why multiple advisors often create tax and planning conflicts• How IRMAA works and why income thresholds matter for two full years• The hidden cost of realized gains inside taxable accounts• Wh...
2025-11-2124 min
Asset Management Group, IncThe Hidden Cost of Having Multiple AdvisorsSTOP Using Multiple Financial Advisors Before You Watch This!Are multiple financial advisors helping or quietly hurting your planIn today’s episode Andrew Nida and Moise Piram from Asset Management Group Inc unpack the hidden costs of splitting assets across advisors including surprise capital gains IRMAA surcharges missed Roth conversion windows wash sales and fee creepWe walk through a real case where an $86,000 capital gain from an uncoordinated account triggered higher Medicare premiums derailed tax planning and cost tens of thousands in avoidable dragWhat you will learn• Why diversifying inve...
2025-11-2035 min
Asset Management Group, IncBig Tech Layoffs 2025: What Families Need NowBig Tech Layoffs 2025: What Families Need NowLayoffs are not headlines. They are households. In this episode Andrew Nida and Moise Piram break down who is cutting, what it means for income, how AI and tax policy shape the moment, and the exact steps to take if you are laid off or think you might be next.What you will learn• Where the cuts are happening and why this wave is different• Typical pay for impacted roles and what the income hit looks like tomorrow• How AI spending and current R and E expens...
2025-11-1240 min
Asset Management Group, IncThe Shocking Reality About Passive IncomeThe Shocking Reality About Passive IncomeEver heard claims like I make money while I sleep or I earn six figures with no workIn 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 coverAirbnb arbitrage and the real cost of vacancies, city rules, and lease riskDropshipping margins, ad spend, and customer service realityAmazon FBA automation packages, policy...
2025-11-0537 min
Asset Management Group, IncWhat is the MEDICARE Annual Enrollment Period?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...
2025-10-2925 min
Asset Management Group, Inc5 Passive Income Ideas to Boost Your WealthMake 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 choi...
2025-10-2933 min
Asset Management Group, IncMastering Money: Essential Moves for Single to Married Life!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 stat...
2025-10-0947 min
Asset Management Group, IncFive Costly Tax Mistakes and How to Avoid ThemFive Costly Tax Mistakes and How to Avoid ThemWaiting 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 learnWhy taxes should refine your plan, not drive itThe difference between deductions and credits with quick math you can useVehicle write offs and what the rules really...
2025-09-3034 min
Asset Management Group, IncWhat's the SECRET to Saving for Early RETIREMENT?If your paycheck stopped today how long could you keep your lifestyleIn 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 work...
2025-09-2338 min
Asset Management Group, IncSay No to "Do It Yourself" RetirementAndrew and Mo cite results of a J.D. Power study that revealed some pitfalls of utilizing digital resources in planning your own retirement. They break down the advantages and, in their opinion, the necessity of working with a professional to build and maintain your retirement. They also go over some of the “curveballs” of retirement in the form of unexpected expenses and then offers strategies to stay on track in the current economic environment.
You can reach Andrew Nida and Mo Piram by calling 855-792-5855.
Asset Management GroupSee omnystudio.com/listen...
2022-10-1745 min
Asset Management Group, IncWhy Some Delay RetirementAndrew and Mo discuss reasons why some may decide or need to delay their retirement start date. Reasons include having not saved enough, not accounting for taxes, relying exclusively on Social Security, and sequence of returns risk. They also go over some last-minute financial moves you can consider before launching your retirement. Those include reducing portfolio risk, maximizing 401(k) contributions, planning your Social Security and Medicare strategies, and exploring long-term care protection options. Andrew and Mo then show how we need to factor in longevity to avoid some risks that can come with that including too much risk, outdated with...
2022-10-0748 min
Asset Management Group, IncThe "Hidden Tax"-InflationAndrew Nida and Mo Piram break down the "hidden tax" of inflation and what should be considered in retirement planning as well as your approach to risk during times of volatility and, for that matter, anytime.
You can reach Andrew and Mo by calling 855-792-5855.
Asset Management GroupSee omnystudio.com/listener for privacy information.
2022-09-2354 min
Asset Management Group, IncI-Bonds and TIPSMoise Piram explores the pros and cons of running to safety with I-Bonds and TIPS (Treasury Inflation-Protected Securities) during times of high inflation and market volatility.
CloudVestorsSee omnystudio.com/listener for privacy information.
2022-05-1131 min
Asset Management Group, IncVolatility and RiskMo Piram of CloudVestors and cloudvestors.com addresses the volatile times we are experiencing in the markets in 2022. He explains why we are here and how we should react while warning against making emotional decisions. Mo also talks about the need to explore safer strategies and proper diversification during high volatility to help cut down on your risk.
CloudVestorsSee omnystudio.com/listener for privacy information.
2022-04-2932 min
Asset Management Group, IncRobo-Advisor-For Whom and How?Mo talks to anyone who may have an interest in using a robo-advisor in their investment life. He explains for whom and how they should possibly approach this. He also explores factors such as the amount of money to invest and complexities of your financial life as he suggests taking a piecemeal approach. He also extols the values of working with a human being who would have a better sense of your personal approach such as your risk appetite.
You can learn more about CloudVestors and reach out to Moise Piram and the team by visiting the web...
2022-04-0131 min
Asset Management Group, IncMarket Correction-Market CrashMo explains the difference between a market crash and a market correction and talks about how to fortify your portfolio in the event of either. He talks about the factors that determine whether or not we are in a recession and again covers various strategies to employ depending on your age and your appetite for risk.
You can reach Moise Piram at the CloudVestors website below.
CloudVestorsSee omnystudio.com/listener for privacy information.
2022-03-1140 min
Asset Management Group, Inc1st Quarter Report CardWe'll wrap up first quarter 2022 at the end of March. Mo goes over your first quarter report card. Topics discussed include your credit, your budget, tax preparation, and how to strategize in the midst of high inflation and market volatility.
You can reach Moise Piram and the CloudVestors team at the website below.
CloudVestorsSee omnystudio.com/listener for privacy information.
2022-03-0424 min
Asset Management Group, IncUkraine-How The Situation Affects the U.S. EconomyMo talks about the Russian invasion of Ukraine and how it has and could impact the markets and the U.S. economy. He addresses what you should consider as you review portfolio. You can contact Moise Piram and the team by visiting the CloudVestors website below.
CloudVestorsSee omnystudio.com/listener for privacy information.
2022-03-0331 min
Asset Management Group, IncVolatility and High Inflation-What Should We Be Doing?We're going through times of volatility and it's creating a lot of uncertainty. What moves should you consider in your financial life to play the cards we're being dealt? Mo covers some good moves and strategies to possibly employ with volatility in the markets and high inflation. The conversation spans the different periods of a person's financial life.
You can reach Moise Piram and the team by visiting the website below.
CloudVestorsSee omnystudio.com/listener for privacy information.
2022-02-1832 min
Asset Management Group, IncFinancial Year in ReviewOn the eve of 2022, Moise Piram takes a look back at the big financial stories of 2021. Topics include the GameStop phenomenon, the coming of age of cryptocurrencies, high inflation, and a red hot housing market.
You can reach Moise Piram and the team at CloudVestors by visiting the website below.
CloudVestorsSee omnystudio.com/listener for privacy information.
2021-12-3133 min
Asset Management Group, IncFinancial ResolutionsMo has some great ideas to consider when making your financial resolutions for 2022. Topics covered include developing a serious spending plan, considering refi, eliminating debt, and boosting your retirement savings.
CloudVestorsSee omnystudio.com/listener for privacy information.
2021-12-2432 min
Asset Management Group, IncPortfolio ExaminationMo takes your portfolio to the financial doctor for an annual checkup. The topic is the annual review of your portfolio and what should be examined at the end of the year including your diversification, your risk, and your goals moving forward. Mo also talks about the need to check your performance over the last year and the make sure no deadlines are missed including tax opportunities and required minimum distributions if you are 72 or older. CloudVestorsSee omnystudio.com/listener for privacy information.
2021-12-1733 min
Asset Management Group, IncChristmas Bonus-What To Do With ItMo discusses several efficient ways to use your Christmas bonus. Some of the options include paying off debt, shoring up your emergency fund, and even using it to max out your 401(k). See the link below for a Dave Ramsey article addressing this same subject. CloudVestors https://www.ramseysolutions.com/saving/christmas-bonus-smart-ways-to-make-it-countSee omnystudio.com/listener for privacy information.
2021-12-1027 min
Asset Management Group, IncYear End Financial ReviewMo covers financial items to check off your to do list at the end of the year. He also stresses this is a great time to assess your financial strategies. Mo encourages checking your spending over the year, evaluating your saving methods, your debt payoff moves, and any tax deadlines you may face. You can reach Moise Piram and the team at Cloud Vestors by visiting www.cloudvestors.com. CloudVestorsSee omnystudio.com/listener for privacy information.
2021-12-0335 min
Asset Management Group, IncHoliday Gift BudgetingMo offers tips on gift buying for the holidays and how to not let it bust your budget. He suggests a gift buying budget, saving ahead of time, and some things to consider when you find a better deal than your original budget anticipated. CloudVestorsSee omnystudio.com/listener for privacy information.
2021-11-2427 min
Asset Management Group, IncRetirement-Are You Ready?Mo runs down a good list to compile when you are nearing retirement. This list includes determining your retirement age, your Social Security claiming age, strategies involving your pension, building a personal pension, health and long term care protection, and estate planning. Moise Piram and the team are ready to help you no matter where you are in your financial life. CloudVestorsSee omnystudio.com/listener for privacy information.
2021-11-1247 min
Asset Management Group, IncChanges in 2022-Contribution Limits-Social Security COLAMo discusses the recently released changes to contribution limits for those with a 401(k), IRA, SEP, Simple, Solo 401(k) and what was increased and what wasn't. He also discusses the Social Security cost of living adjustment for 2022 and the increase in the salary amount that would make the salary for the rest of the year exempt from payroll tax that funds Social Security. CloudVestorsSee omnystudio.com/listener for privacy information.
2021-11-0517 min
Asset Management Group, IncInvesting in FundsMo goes over what to consider when investing in funds. What's in mutual funds? He breaks down the choices such as domestic large cap funds or international small cap growth mutual funds. Mo talks about considering the overall objective and he delves into cost and how to watch for fees. CloudVestorsSee omnystudio.com/listener for privacy information.
2021-10-2938 min
Asset Management Group, Inc4% Rule-What Is It? Does It Work? What's a Better StrategyMo breaks down the 4 percent rule. What is it? How does it work? Does it work? If so, what rules should you follow and make sure you don't break. What are the alternatives in your withdrawal strategies? Mo covers it all and untangles the 4 percent rule. CloudVestorsSee omnystudio.com/listener for privacy information.
2021-10-2228 min
Asset Management Group, IncOpen Enrollment-Your Employer Sponsored Health PlanMo looks at the things you should consider during the open enrollment period for your employer sponsored health plan. Should you keep it as it is or is it better to take a look at changes in your life and in the plan? He looks at the options of high deductible versus higher premiums, HSAs, and dental and vision. CloudVestors See omnystudio.com/listener for privacy information.
2021-10-1529 min
Asset Management Group, IncChallenges for Social SecurityProjections show that Social Security's trust funds will face challenges in 2034 in their ability to pay full benefits. Mo looks at the options to face those challenges including raising the payroll tax, an income donut hole, raising the full retirement age, or making changes to the percentage of Social Security benefits subject to taxation. CloudVestorsSee omnystudio.com/listener for privacy information.
2021-10-0840 min
Asset Management Group, IncSocial Security MaximizationSocial Security: When to take it How to maximize your benefits Strategies for the surviving spouse A look back at the history All discussed by Moise Piram in this episode. CloudVestorsSee omnystudio.com/listener for privacy information.
2021-09-1040 min
Asset Management Group, IncEstate Planning-An Overall Inventory of What Is NeededMoise Piram explains how at least certain components of estate planning should be considered during earlier times of your life than you may think. It's not a cookie cutter approach but he covers the different aspects including wills, living wills, powers of attorney, and even setting up guardians for your children. CloudVestorsSee omnystudio.com/listener for privacy information.
2021-09-0334 min
Asset Management Group, IncInflation-How To Deal With ItWe're seeing it. We're talking about it. It's inflation. In this episode, Moise Piram covers inflation. What is it? What's making it spike? How do you protect yourself against inflation? That's covered in this podcast. CloudVestors https://www.ramseysolutions.com/retirement/what-is-inflationSee omnystudio.com/listener for privacy information.
2021-08-2733 min
Asset Management Group, IncFinancial Plan-What Is It?In this episode, Moise Piram talks about getting a financial plan. We hear it talked about a lot but in broad terms. Mo covers more specifics on financial planning and how the strategies can change in your plan over time. CloudVestors 800-419-6164See omnystudio.com/listener for privacy information.
2021-08-2030 min
Asset Management Group, IncFinancial ReviewIn this episode, Moise Piram talks about the importance of doing periodic financial reviews to make sure you're on track throughout your life and especially in reaching the ultimate goal of successful retirement. CloudVestorsSee omnystudio.com/listener for privacy information.
2021-08-1344 min
Asset Management Group, IncFunding an IRA for Your ChildIn this episode, Moise Piram talks about ways you can start and fund an IRA for your child or grandchild if they have earned income. CloudVestorsSee omnystudio.com/listener for privacy information.
2021-08-0628 min
Asset Management Group, IncMo's Wedding Day! Budgeting for WeddingsThis is Moise Piram's special wedding day podcast. As he prepares for his wedding day, he discusses the wedding day budget and offers tips on how to pay for the different services that are involved in the big day. CloudVestors https://www.theknot.com/content/wedding-budget-ways-to-save-moneySee omnystudio.com/listener for privacy information.
2021-07-3040 min
Asset Management Group, IncMutual Fund and ETFIn this episode, Moise Piram talks about the differences between an ETF and a mutual fund. He discusses the benefits of each and any potential disadvantages. CloudVestorSee omnystudio.com/listener for privacy information.
2021-07-2336 min
Asset Management Group, IncSuccessful RetirementIn this episode, Moise Piram discusses the proper strategies for a successful retirement with the right investment and tax moves and a good income plan. CloudVestors See omnystudio.com/listener for privacy information.
2021-07-1630 min
Asset Management Group, IncPassive Income-Who Wouldn't Want That?In this episode, Moise Piram talks about passive income. That's income you can build with little to no ongoing effort. CloudVestors https://www.ramseysolutions.com/retirement/what-is-passive-incomeSee omnystudio.com/listener for privacy information.
2021-07-0929 min
Asset Management Group, IncBe Smart With Your MoneyIn this episode, Moise Piram shows how to maximize your income. He explains how to be smart with your money implementing the right practices and strategies. CloudVestorsSee omnystudio.com/listener for privacy information.
2021-07-0224 min
Asset Management Group, IncEstate Planning-Not Just For The WealthyIn this episode, Moise Piram clears up some misconceptions over estate planning. He explains what is best for whom and that's it's. not. just for the very wealthy. CloudVestorsSee omnystudio.com/listener for privacy information.
2021-06-2523 min
Asset Management Group, IncFinancial and General Pet PeevesIn this episode, Moise Piram shares concerns he has about mistakes that are made in the financial universe and also offers solutions. CloudVestorsSee omnystudio.com/listener for privacy information.
2021-06-1732 min
Asset Management Group, IncRoth ConversionsIn this episode, Moise Piram explains why this may be the time to seriously consider Roth conversions and he covers the strategies in doing these conversions. CloudVestorsSee omnystudio.com/listener for privacy information.
2021-06-0423 min
Asset Management Group, IncSecure Act 2.0-proposed legislationIn this episode Moise Piram discusses legislation making its way through Congress. Mo runs down some of the provisions of Secure Act 2.0 and how it could affect savings habits of workers and retirement planning. CloudVestorsSee omnystudio.com/listener for privacy information.
2021-05-2831 min
Asset Management Group, IncINFLATION!As we are starting to see prices go up, Moise Piram covers inflation and how it can affect your financial life and your portfolio. CloudVestorsSee omnystudio.com/listener for privacy information.
2021-05-2140 min
Asset Management Group, IncFinances Through The AgesIn this episode, Moise Piram points out financial moves you should make and opportunities that exist through the different phases of your life. CloudVestorsSee omnystudio.com/listener for privacy information.
2021-05-1431 min
Asset Management Group, IncLife InsuranceIn this episode Moise Piram explains the differences between term and whole life insurance and which may be best for you. CloudVestorsSee omnystudio.com/listener for privacy information.
2021-05-0728 min
Asset Management Group, Inc50th Episode Party! plus Traditional or Roth 401(k)In this episode Moise Piram hosts a big party for the 50th episode. He also breaks down the traditional and Roth 401(k) and discusses which is better for you or should you be in both. CloudVestorsSee omnystudio.com/listener for privacy information.
2021-04-3027 min
Asset Management Group, IncFinancial Mistakes-Avoid If You CanWe're all human and we all make mistakes but in this episode Moise Piram covers financial mistakes to avoid in your life. CloudVestorsSee omnystudio.com/listener for privacy information.
2021-04-2329 min
Asset Management Group, IncWills and TrustsIn this episode Moise Piram breaks down wills and trusts. He covers how to make a will as well as the difference between revocable and irrevocable trusts and who would be better suited for either. CloudVestorsSee omnystudio.com/listener for privacy information.
2021-04-1635 min
Asset Management Group, IncDeadly Financial SinsIn this episode Moise Piram discusses ten "deadly financial sins" to avoid throughout your financial life. CloudVestorsSee omnystudio.com/listener for privacy information.
2021-04-0937 min
Asset Management Group, IncUntangling Your Personal FinancesIn this episode Moise Piram offers solid financial strategies in your personal financial life. He covers everything from how to create a budget to having proper insurance, saving for retirement, eliminating debt, and much more. CloudVestors https://www.daveramsey.com/blog/the-basics-of-personal-financeSee omnystudio.com/listener for privacy information.
2021-04-0232 min
Asset Management Group, IncDebt To Income RatioIn this episode Moise Piram discusses debt to income ration: How to calculate yours, what creditors are looking for, and the best methods for eliminating your debt. CloudVestors https://www.daveramsey.com/blog/how-the-debt-snowball-method-worksSee omnystudio.com/listener for privacy information.
2021-03-2634 min
Asset Management Group, IncTime SharesIn this episode Moise Piram discusses whether or not it's a good idea to invest in a time share. CloudVestors https://www.daveramsey.com/blog/what-is-a-timeshareSee omnystudio.com/listener for privacy information.
2021-03-1931 min
Asset Management Group, IncMoney in RelationshipsIn this episode Moise PIram discusses finances in relationships from dating to the wedding day and throughout the marriage. CloudVestors See omnystudio.com/listener for privacy information.
2021-03-1232 min
Asset Management Group, IncCar Shopping-Lease vs BuyIn this episode Moise Piram discusses the process of leasing a vehicle and whether or not it's a good idea. CloudVestors https://www.daveramsey.com/blog/how-does-a-car-lease-workSee omnystudio.com/listener for privacy information.
2021-03-0531 min
Asset Management Group, IncSlicing Your Spending PieIn this episode Moise Piram lays out the spending plan pie for your life and explains how to slice it in the most efficient way. CloudVestorsSee omnystudio.com/listener for privacy information.
2021-03-0225 min
Asset Management Group, IncTaxes-Stay Off The RadarIn this episode Moise PIram offers suggestions on filing your taxes properly and what could put you in jeopardy of being audited. CloudVestors See omnystudio.com/listener for privacy information.
2021-02-1931 min
Asset Management Group, IncSocial Security-What You May Not Know & How To MaximizeIn this episode Moise Piram discusses strategies involving Social Security, how to maximize, and gives some facts you may not be aware of. He shares some interesting stories on Social Security and discusses the history of this benefit. CloudVestorsSee omnystudio.com/listener for privacy information.
2021-02-1231 min
Asset Management Group, IncInvesting 101In this episode Moise Piram goes over the steps in buying stocks and getting in the investment game. He covers everything from determining which platform to use, doing your research, and managing your portfolio. CloudVestorsSee omnystudio.com/listener for privacy information.
2021-02-0528 min
Asset Management Group, IncYour Finances Month To MonthIn this episode Moise PIram goes through the year month by month and discusses some of the financial moves you should be making. CloudVestorsSee omnystudio.com/listener for privacy information.
2021-01-2931 min
Asset Management Group, IncGenerational Changes In The Money WorldIn this episode Moise Piram talks about how the money universe changes with each generation including how we are transitioning into a cashless society. Moise also discusses some of Dave Ramsey's tips on teaching finances to kids from pre-school to high school. CloudVestors https://www.daveramsey.com/blog/how-to-teach-kids-about-moneySee omnystudio.com/listener for privacy information.
2021-01-2231 min
Asset Management Group, IncEstate PlanningIn this episode Moise Piram talks about the process of setting up an estate plan. CloudVestors https://www.cnbc.com/2021/01/03/cant-afford-an-estate-plan-what-to-do-without-spending-a-fortune-.htmlSee omnystudio.com/listener for privacy information.
2021-01-1524 min
Asset Management Group, IncFinancial ResolutionsWhat can you do to firm up your financial plan for 2021? In this episode Moise Piram discusses resolutions for the new year. CloudVestorsSee omnystudio.com/listener for privacy information.
2021-01-0829 min
Asset Management Group, IncLessons Learned From 2020 and Tips and 2021In this episode Moise Piram looks back at 2020 and lessons we learned and shows how we can put those lessons learned into positive action for 2021. CloudVestorsSee omnystudio.com/listener for privacy information.
2021-01-0138 min
Asset Management Group, IncIPOsIn this episode Moise Piram offers good advice for those interested in investing in IPOs. CloudVestorsSee omnystudio.com/listener for privacy information.
2020-12-2527 min
Asset Management Group, IncGoing It Along Or With An ExpertIn this episode Mo Piram explains the benefits of having an expert along with you as you navigate through your financial life. CloudVestorsSee omnystudio.com/listener for privacy information.
2020-12-1828 min
Asset Management Group, IncFinancial Security In Your LifeIn this episode Moise Piram guides you through the proper steps and strategies to help you lead a life of financial security. He also spells out what you should be doing in your financial strategies in each decade of your adult life leading to retirement. CloudVestors See omnystudio.com/listener for privacy information.
2020-12-1130 min
Asset Management Group, IncInvestment Options-Breakdown of AnnuitiesIn this episode Moise Piram focuses on pre-retirees and the options they have when the volatility of this year has made them nervous. He offers a breakdown of the different kinds of annuities. CloudVestors See omnystudio.com/listener for privacy information.
2020-12-0429 min
Asset Management Group, IncSuccessful Traits Of Those Financially ComfortableIn this episode Moise Piram discusses successful traits common among individuals who enjoy a high net worth. CloudVestorsSee omnystudio.com/listener for privacy information.
2020-11-2728 min
Asset Management Group, IncRetirement Planning Strategies For The Self-EmployedIn this episode Moise Piram goes over the options self-employed people have in planning for their retirement. He covers the IRA from Traditional to Roth, SEP, and Simple. He explains the advantages of each of those as well as the Solo 401(k) and the Defined Benefit Plan. Moise shares a link to a Nerd Wallet article with a common theme. CloudVestors https://www.nerdwallet.com/article/investing/retirement-plans-self-employedSee omnystudio.com/listener for privacy information.
2020-11-2030 min
Asset Management Group, IncTaxes-2020...Meet 2021In this episode Moise Piram covers things you did or didn't do in 2020 that could have tax implications in 2021. CloudVestors https://www.cnbc.com/2020/11/05/you-may-need-to-set-aside-money-for-taxes-if-youve-taken-these-steps.html See omnystudio.com/listener for privacy information.
2020-11-1324 min
Asset Management Group, IncPost Election Day Snapshot Podcast-Look Back At Oct MarketsIn this episode Moise Piram, recording the day after the 2020 elections, takes a look back at the volatility of the markets in October and offers a snapshot analysis of the markets the day after election and looking ahead. CloudVestors See omnystudio.com/listener for privacy information.
2020-11-0625 min
Asset Management Group, IncCommon Medicare MistakesIn this episode Moise Piram warns of common Medicare mistakes that can be made. This was recorded during Medicare open enrollment. CloudVestors AARP-10 Common Medicare MistakesSee omnystudio.com/listener for privacy information.
2020-10-3030 min
Asset Management Group, IncAnnual Financial CheckupIn this episode Moise Piram discusses what should be covered in your annual financial review and checkup. CloudVestorsSee omnystudio.com/listener for privacy information.
2020-10-2323 min
Asset Management Group, IncFAFSA-Student AidIn this episode Moise Piram offers information on FAFSA (the Free Application For Federal Student Aid.) He covers all of the help available and guides you through the process. CloudVestors See omnystudio.com/listener for privacy information.
2020-10-1622 min
Asset Management Group, IncPortfolio StrategiesIn this episode Moise Piram discusses portfolio strategies to consider before the Presidential election. CloudVestorsSee omnystudio.com/listener for privacy information.
2020-10-0924 min
Asset Management Group, IncSeptember-Not So Good For The Stock MarketIn this episode, Moise Piram gives reasons why September normally is not the best month for Wall Street and why September 2020 was particularly bad. CloudVestorsSee omnystudio.com/listener for privacy information.
2020-10-0225 min
Asset Management Group, IncElection Outcomes-Effects On FinancesIn this episode Moise Piram looks at the upcoming Presidential election and discusses the possible effects on the financial world. CloudVestorsSee omnystudio.com/listener for privacy information.
2020-09-2527 min
Asset Management Group, IncRetirement Mistakes-Retirement SpendingIn this episode, Moise Piram covers retirement mistakes to avoid and offers some helpful tips in loosening those purse strings some in retirement. CloudVestorsSee omnystudio.com/listener for privacy information.
2020-09-1828 min
Asset Management Group, IncLife InsuranceMoise Piram goes over the differences between term and permanent life insurance policies and how he can help determine what's best for you. CloudVestorsSee omnystudio.com/listener for privacy information.
2020-09-1124 min
Asset Management Group, IncEstate PlanningMoise Piram discusses all the components of proper estate planning including assessing all of your assets, the will, naming of the financial and medical power of attorney, living trust, and living will. CloudVestersSee omnystudio.com/listener for privacy information.
2020-08-2824 min
Asset Management Group, IncLife After Divorce-Life As Surviving SpouseMoise Piram covers the financial and emotional effects of life after divorce and after losing a spouse. CloudVestorsSee omnystudio.com/listener for privacy information.
2020-08-2820 min
Asset Management Group, IncFinancial Mistakes In Your 20sMoise Piram discusses common financial mistakes people make in their 20s and how to avoid them. This covers everything from starting a savings plan to building credit. CloudVestorsSee omnystudio.com/listener for privacy information.
2020-08-2121 min
Asset Management Group, IncWays To Save For CollegeMoise offers information on all the college savings vehicles and makes suggestions on the most efficient. CloudVestorsSee omnystudio.com/listener for privacy information.
2020-08-1330 min
Asset Management Group, IncWhat To Do With Retirement Savings From Former EmployersMoise offers suggestions on what to do with retirement savings from your former employers with strategies and what he thinks is the best option. CloudVestorsSee omnystudio.com/listener for privacy information.
2020-08-1320 min
Asset Management Group, IncDebunking Retirement and Social Security MythsMoise debunks common myths associated with retirement and Social Security. Cloud VestorsSee omnystudio.com/listener for privacy information.
2020-08-0430 min
Asset Management Group, IncRetirement Mistakes-401(k)Moise covers mistakes to avoid in retirement planning, proper 401(k) strategies, and tips on finding the right financial advisor. See omnystudio.com/listener for privacy information.
2020-07-2428 min
Asset Management Group, IncWhen to have an advisor with you and fees to watch forMoise goes over some good times in your life to make sure you have a professional financial advisor at your side. He also explains some fees that you should be aware of.See omnystudio.com/listener for privacy information.
2020-07-1027 min
Asset Management Group, IncThe Importance of Having a Mid-Year Financial ReviewMoise goes over the mid-year financial review process. It includes revisiting your savings and your retirement accounts. He also says it's a good idea to develop strategies for eliminating debt and the proper tax moves to make. He says this is a great time to see if changes need to be made to your estate planning.See omnystudio.com/listener for privacy information.
2020-07-0920 min
Asset Management Group, IncHow to make sure you are covered for long term careMoise discusses long term care and how, because we are living longer, the chances of needing in some form have increased. He also goes over your options in coverage including long term care insurance, life insurance options, and annuities.See omnystudio.com/listener for privacy information.
2020-07-0224 min
Asset Management Group, IncProper Savings Plans and Eliminating DebtMoise shares some proven plans to save properly. He also offers tips for beginner investors.See omnystudio.com/listener for privacy information.
2020-06-2929 min
Asset Management Group, IncRobo Advising vs Traditional Financial AdviceMoise discusses the differences between robo advising and traditional financial advising. He also explains how the firm Cloud Vestors blends the best of the two.http://cloudvestors.com/See omnystudio.com/listener for privacy information.
2020-06-1822 min
Asset Management Group, IncMaintaining and Improving Your Credit ScoreMoise Piram talks about debt and credit scores. He goes over steps you can take to monitor and improve your credit score.See omnystudio.com/listener for privacy information.
2020-06-1224 min
Asset Management Group, IncMeet Your Retirement DeadlineMoise Piram of Cloudvesters offers tips to make sure you can retire when you want to retire. He also faces the not so pretty truths about retirement and offers solutions.See omnystudio.com/listener for privacy information.
2020-06-0527 min
Asset Management Group, IncSocial Security Maximization and Roth ConversionsIn this episode Moise Piram covers the best way to personally maximize your social security benefits. He also discusses how to benefit in taxes later with the proper implementation of Roth conversions.See omnystudio.com/listener for privacy information.
2020-06-0224 min