Assets and Taxes
Episodes
What You Need To Start A Business
29 Jul 2025
Contributed by Lukas
If you're an aspiring entrepreneur, want to become a business owner, or are just starting your business, then this episode is going to break down ...
What's Happening to Crypto? The Future of Digital Currency Regulation
21 Jul 2025
Contributed by Lukas
In this episode of Assets and Taxes, Asset Strategy Financial Consultant Kaelan Fitzpatrick, CFP®, sits down with Magic Eden's Joe Doll. They tal...
Why A.I. Is A MUST For Your Business In 2025
21 May 2025
Contributed by Lukas
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 fa...
Set Up Your LLC The RIGHT Way (Asset Protection and Privacy)
15 May 2025
Contributed by Lukas
Don't set up your LLC the wrong way. If you just set it and forget it, you could be subject to losing all of your personal assets and having your ...
The COMPLETE Guide on College Planning
09 May 2025
Contributed by Lukas
Planning for college can be overwhelming; we break everything down so you know what to expect. From choosing a college, applying, financial aid, and m...
How To Deal With Market Volatility (From Financial Experts)
02 May 2025
Contributed by Lukas
If you're watching this, you're probably really nervous about what's going on with current market conditions. Take a deep breath. It's...
Job Loss Tips You Wish You Knew Sooner...
11 Apr 2025
Contributed by Lukas
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 hea...
How To Legally Avoid Real Estate Taxes (1031 Exchanges & DSTs Explained)
08 Apr 2025
Contributed by Lukas
In this episode, Kaelan Fitzpatrick CFP®, sat down with VP of Growth of 1031 Specialists Mike Auerbach. They sat down and discussed the benefits of a...
Why Everyone Needs an Estate Plan (Before It’s Too Late)
20 Mar 2025
Contributed by Lukas
In this episode of Assets and Taxes, Kent Fitzpatrick sits down with attorney and founder of Legal Halp, Josh Halpern to break down everything you nee...
How To Build a Financial Plan To GROW Your Wealth | Episode #6
26 Dec 2024
Contributed by Lukas
In this episode of Assets and Taxes, CFP's Peter Doherty, and Kaelan Fitzpatrick go through each step that one must go through in order to build a fin...
What's REALLY Happening with SECURE 3.0? | Episode #5
05 Dec 2024
Contributed by Lukas
Is SECURE 3.0 coming? Join us as Asset Strategy's Director of Retirement Tim Black and American Funds Senior Retirement Specialist John Doyle break do...
How Direct Indexing Can LOWER Your Tax Bill! | Episode #4
07 Nov 2024
Contributed by Lukas
In this episode of 'Assets and Taxes' financial professional, David O'Brien CFP®, CAIA®, is joined by special guest Jeff Murphy CFA, Market Leader a...
Financial Professionals Analyze Trump and Harris Tax Policies! | Episode #3
15 Oct 2024
Contributed by Lukas
In this episode of 'Assets and Taxes' financial professionals, Kent Fitzpatrick AIFA®, GFS®, CBFA, and Peter Doherty MBA, CEXP, CFP®, analyze Donal...
Social Security 101 | Episode #2
29 Aug 2024
Contributed by Lukas
Welcome to the second episode of "Assets & Taxes" In this episode, Asset Strategy's Business Operations Manager and Financial Consu...
The Implications of Taxes in Retirement | Episode #1
01 Aug 2024
Contributed by Lukas
Welcome to the first episode of "Assets & Taxes" In this podcast, we dive into the dynamic world of financial planning, tax strategies,...