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All Episodes

Asset Management Group, Inc — 225 episodes

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Title
1

Income Is Not Wealth: Why High Earners Still Stay Stuck

2

The Client-First Blueprint: How the Best Advises are Building Trust and Scaling in 2026

3

Active vs. Passive Investing: Where the Wealthy Play It Smart

4

Stop Reacting to the News: The 4-Part “Mixed Signals” Retirement Plan

5

Are You Retiring Into Real Life or a Spreadsheet?

6

Are You Refinance Ready or Just Rate Watching?

7

Will You Win the 2026 Opportunity Window or Miss It?

8

Are You Losing More to Taxes Than the Market?

9

Who Really Wins With a 10% Credit Card Cap?

10

What Nobody Tells You After You Reach Seven Figures

11

Top 5 Mistakes Wealthy Investors Must Avoid in 2026

12

How Waiting to Retire Can Cost You Millions!

13

The Holiday Money Rules Millionaires Follow (That Most People Don't)

14

The Hidden Cost of Multiple Advisors: An $86,000 Mistake

15

The Hidden Cost of Having Multiple Advisors

16

Why Are So Many People Losing Jobs in 2025?

17

Big Tech Layoffs 2025: What Families Need Now

18

Top 3 Passive Income Strategies for High-Net-Worth Individuals

19

Roth Conversion Secrets Your Financial Advisor Won't Tell You

20

The Shocking Reality About Passive Income

21

What is the MEDICARE Annual Enrollment Period?

22

5 Passive Income Ideas to Boost Your Wealth

23

Mastering Money: Essential Moves for Single to Married Life!

24

Five Costly Tax Mistakes and How to Avoid Them

25

What's the SECRET to Saving for Early RETIREMENT?

26

Charlie Kirk's Death: How We React to Tragedy

27

The Shocking TRUTH About Behavioral Finance Secrets You Don't Know

28

Fix Your 401(k) in 2025: 3 Moves Most High Earners Miss

29

Master Your Life in 2025: The Faith, Family & Finance Blueprint

30

4 Steps to MASTER Setting & Reaching Goals

31

The True Meaning of Christmas: The Day the World Stood Still | Feat. Benji Sherill

32

Vote Smart: Policy, Finances, and Faith in the 2024 Election | Ep 195

33

Navigating MEDICARE Open Enrollment

34

AVOID These Medicare Cash Traps! | Ep 193

35

What You HAVE TO KNOW About Medicare BEFORE You Retire | Ep 192

36

We Talk to a Professional About Psychological Impacts of Technology on Kids (feat. Rebekah Warren) | Ep 191

37

What are THE BEST methods of parenting in a digital age? | Beyond Tomorrow | Ep 190

38

Elections, Fed Rates, and AI | Investment Strategy for 2024 with Sean O'Hara

39

Are Our Children Addicted to the Internet? - "The Anxious Generation" | Beyond Tomorrow | 188

40

Overprotective vs Under-protective Parenting - "The Anxious Generation" | Beyond Tomorrow | 187

41

The Great Rewiring & The Culture of Protection - "The Anxious Generation" | Beyond Tomorrow | 186

42

The (Technology) Tidal Wave - Review of "The Anxious Generation" | Beyond Tomorrow | Ep 185

43

How is the Future Generation Affected By Technology? | Beyond Tomorrow | Ep 184

44

The Tax Advantages of Real Estate | Beyond Tomorrow | 183

45

How to Win in Real Estate | Beyond Tomorrow | Ep 182

46

What The Bible Says About Building Wealth | Beyond Tomorrow | Ep 181

47

Being Mission Minded: A Special Interview with Ben Sherrill | Beyond Tomorrow | Ep 180

48

Being a Good Steward of Your Finances | Beyond Tomorrow | Ep 179

49

The Principle of Giving | Beyond Tomorrow | Ep 178

50

Insights from a Successful Portfolio Manager | Kim Arthur Interview

51

Are Short-Term Rentals Worth It?

52

Exploring Today's Real Estate Investment Landscape

53

Looking Beyond Tomorrow

54

Headwinds of an Early Retirement

55

December 29, 2023 Golden Life Podcast with Andrew & Mo

56

December 23, 2023 Golden Life Podcast with Andrew & Mo

57

December 1, 2023 The Golden Life

58

2023-11-17 Golden Life Podcast With Andrew & Mo

59

2023-11-10 Golden Life PODCAST

60

2023-11-03 Golden Life Podcast

61

2023-10-30 Golden Life Podcast

62

2023-10-20 Golden Life PODCAST

63

2023-10-16 Golden Life PODCAST

64

2023-10-06 Golden Life Podcast with Andrew & Mo

65

2023-09-29 Golden Life Podcast With Andrew & Mo

66

2023-09-15 Golden Life Podcast With Andrew & Mo

67

2023-09-08 Golden Life Podcast with Andrew & Mo

68

2023-09-01 Golden Life Podcast with Andrew and Mo

69

Evolving Together: Changes and Commitments at AMG Asset Management Group, Inc.

70

2023-08-18 Golden Life PODCAST

71

Navigating Retirement: Long-Term Care, Roth Conversion, and Tax Planning

72

2023-08-04 Golden Life PODCAST with Andrew & Mo

73

2023-07-28 Golden Life Podcast with Andrew & Mo

74

2023-07-21 Golden Life PODCAST with Andrew and Mo

75

2023-07-14 Golden Life Radio Show with Andrew and Mo

76

GOLDEN LIFE-With Andrew & Mo

77

Independence and the Pursuit of a Golden Life

78

Inspiring Reflections: Saving for the Future and Living "The Golden Life"

79

Bridging the Investor-Advisor Gap

80

Celebrating Milestones: Birthdays, Anniversaries, and Embracing Risk

81

Economic Update and Embracing Our Intelligence: Insights from Arthur Brooks' "From Strength to Strength"

82

Living with the End in Mind: Embracing a Life of Purpose

83

Mastering Your Finances: Personal Inflation, Budgeting, and the US Debt Ceiling

84

Celebrating Chuck Nida's Birthday and why "Excess is Never Permanent"

85

Planning for the Golden Years: Retirement 5-10 Years Away

86

How to Turn Your Savings Into Income

87

As We Drive Down Retirement Road

88

Just Spread It Around and Less Is More

89

Distribute This and Can We Get Some Good News

90

Don’t run of money before you run out of life

91

Well, That Was a BumpyRide!

92

Taxes taxes who’s got the taxes. Spoiler alert, it’s YOU.

93

The SECURE Act Plus TaxTime

94

What's The Deal With the SECURE Act 2.0

95

New Year, New You Retirement Tips for 2023

96

Get Ready To Ring In 2023

97

The Era of Cheap Money is Over

98

What's The Deal With Inflation And Stock Market Volatility

99

Everyone is talking about it: Inflation and Raising Interest Rates

100

Let's Reduce That Tax Burden

101

One Word :Inflation

102

Bad 9 Letter Word Inflation

103

What's The Strategy and Major Financial Gaps

104

It's All About The COLA!

105

Say No to "Do It Yourself" Retirement

106

Why Some Delay Retirement

107

The "Hidden Tax"-Inflation

108

Secure Act 2.0-What's In It?

109

Survey Results of Retirees and Pre-Retirees

110

Strategies Now for Better Taxes Later

111

Student Debt Relief Plan

112

Inflation Reduction Act-What's In It?

113

Where Are We Saving and Investing

114

The Retiree Return to the Workforce-Good Retirement Plannning Tips

115

Recession, Inflation, Rising Interest Rates-What Should We Do?

116

ESG and Sustainable Investing

117

Inflation-Let's Roll Up Our Sleeves and Fight This

118

Structuring Your Portfolio

119

Mid-Year Financial Check-Up

120

Podcast 104-The Celebration! but still talking about inflation, bear market, etc.

121

Market Volatility and the Early Financial Planning Years

122

Financial and Generational Multitasking

123

Timing For Retirement

124

Correction or Bear

125

RMDs

126

I-Bonds and TIPS

127

Volatility and Risk

128

Roth IRA

129

Trust in a Financial Relationship

130

Planning and Funding That Vacation Getaway

131

Robo-Advisor-For Whom and How?

132

Documenting Your Goals and Tracking Your Progress

133

Cryptocurrency-Should It Be a Part of Your Financial Plan?

134

Market Correction-Market Crash

135

1st Quarter Report Card

136

Ukraine-How The Situation Affects the U.S. Economy

137

Volatility and High Inflation-What Should We Be Doing?

138

Finances in the Relationship

139

Inflation-How Do We Get Through It

140

Market Volatility-What's Causing It?

141

2022-What To Expect

142

Tax Season

143

Financial Year in Review

144

Financial Resolutions

145

Portfolio Examination

146

Christmas Bonus-What To Do With It

147

Year End Financial Review

148

Holiday Gift Budgeting

149

Retirement-Are You Ready?

150

Changes in 2022-Contribution Limits-Social Security COLA

151

Investing in Funds

152

4% Rule-What Is It? Does It Work? What's a Better Strategy

153

Open Enrollment-Your Employer Sponsored Health Plan

154

Challenges for Social Security

155

Retirement: Are You Ready?

156

IRA: The Right Moves and The Wrong Moves

157

Dissecting Financial Planning

158

Social Security Maximization

159

Estate Planning-An Overall Inventory of What Is Needed

160

Inflation-How To Deal With It

161

Financial Plan-What Is It?

162

Financial Review

163

Funding an IRA for Your Child

164

Mo's Wedding Day! Budgeting for Weddings

165

Mutual Fund and ETF

166

Successful Retirement

167

Passive Income-Who Wouldn't Want That?

168

Be Smart With Your Money

169

Estate Planning-Not Just For The Wealthy

170

Financial and General Pet Peeves

171

Roth Conversions

172

Secure Act 2.0-proposed legislation

173

INFLATION!

174

Episode 53

175

Finances Through The Ages

176

Life Insurance

177

50th Episode Party! plus Traditional or Roth 401(k)

178

Financial Mistakes-Avoid If You Can

179

Wills and Trusts

180

Deadly Financial Sins

181

Untangling Your Personal Finances

182

Debt To Income Ratio

183

Time Shares

184

Money in Relationships

185

Car Shopping-Lease vs Buy

186

Slicing Your Spending Pie

187

Taxes-Stay Off The Radar

188

Social Security-What You May Not Know & How To Maximize

189

Investing 101

190

Your Finances Month To Month

191

Generational Changes In The Money World

192

Estate Planning

193

Financial Resolutions

194

Lessons Learned From 2020 and Tips and 2021

195

IPOs

196

Going It Along Or With An Expert

197

Financial Security In Your Life

198

Investment Options-Breakdown of Annuities

199

Successful Traits Of Those Financially Comfortable

200

Retirement Planning Strategies For The Self-Employed

201

Taxes-2020...Meet 2021

202

Post Election Day Snapshot Podcast-Look Back At Oct Markets

203

Common Medicare Mistakes

204

Annual Financial Checkup

205

FAFSA-Student Aid

206

Portfolio Strategies

207

September-Not So Good For The Stock Market

208

Election Outcomes-Effects On Finances

209

Retirement Mistakes-Retirement Spending

210

Life Insurance

211

Estate Planning

212

Life After Divorce-Life As Surviving Spouse

213

Financial Mistakes In Your 20s

214

Ways To Save For College

215

What To Do With Retirement Savings From Former Employers

216

Debunking Retirement and Social Security Myths

217

Retirement Mistakes-401(k)

218

When to have an advisor with you and fees to watch for

219

The Importance of Having a Mid-Year Financial Review

220

How to make sure you are covered for long term care

221

Proper Savings Plans and Eliminating Debt

222

Robo Advising vs Traditional Financial Advice

223

Maintaining and Improving Your Credit Score

224

Meet Your Retirement Deadline

225

Social Security Maximization and Roth Conversions