The Hidden Cost of Having Multiple Advisors

STOP 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 investments is smart but diversifying advisors fragments your strategy• How IRMAA surcharges and the two year lookback can compound one decision• The coordination gap that kills Roth conversions tax loss harvesting and withdrawal sequencing• A simple audit to decide whether consolidation makes sense for youIf you find this helpful like share and subscribe to stay current on financial planning tax planning wealth management and moreFollow us onX.com: https://x.com/AMGinc_ATLInstagram: https://www.instagram.com/assetmanagementgroupinc/LinkedIn: https://www.linkedin.com/company/amgincatl/Facebook : https://www.facebook.com/beyondtomorrowpodcastWebsite: https://www.assetmg-inc.com/YouTube: https://www.youtube.com/@assetmanagementgroupincTikTok : https://www.tiktok.com/@assetmanagementgroupincBlog: https://www.assetmg-inc.com/blogDisclosureEducational content only. Not tax, legal, or investment advice. Tax laws can change. Consult your CPA or advisor about your specific situation.multiple financial advisors, hidden cost of multiple advisors, IRMAA surcharges, Medicare premiums, Roth conversion timing, capital gains surprise, tax planning for retirees, high net worth investors, everyday millionaires, wealth management podcast, advisor consolidation, fee analysis, wash sale rules, withdrawal sequencing, retirement income planning, Asset Management Group Inc, Andrew Nida, Moise Piram, portfolio coordination, tax efficiency, retirement tax strategies, Medicare Part B costs, Part D surcharges, financial planning mistakes, investment strategy, estate planning coordination, high income professionals, financial podcast