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PODCAST

Asset Management Group, Inc

Andrew Nida & Moise Piram

Want to take control of your financial future? Discover essential concepts you need to know in order to maintain a healthy financial position. Andrew Nida and Mo Piram use their years of industry experience to help educate and enlighten listeners and keep us informed on the financial news we need to know.

business investing

All Episodes

34:49

Trust in a Financial Relationship

Asset Management Group, Inc ·

2022/04/19

Mo covers the issue of trust in the relationship between financial advisor and client. He covers knowledge, integrity, proper communication, and acting in the client's best interest. He also notes that there needs to be an element of trust in the client's follow through with recommendations. CloudVestorsSee omnystudio.com/listener for privacy information.

en-us

30:18

Planning and Funding That Vacation Getaway

Asset Management Group, Inc ·

2022/04/08

Mo is in a travel frame of mind as he records the podcast on his family vacation. He talks about the things to consider when planning the getaway such as accommodations, mode of travel, and basically where your budget allows you to go. He also talks about planning ahead and saving for the vacation to eliminate overuse of the credit card. CloudVestorsSee omnystudio.com/listener for privacy information.

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31:24

Robo-Advisor-For Whom and How?

Asset Management Group, Inc ·

2022/04/01

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

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31:32

Documenting Your Goals and Tracking Your Progress

Asset Management Group, Inc ·

2022/03/25

Mo offers tips on identifying your financial goals and documenting them. He also covers how to track your progress in your overall financial goals and in each individual one. Vist the CloudVestors website below for more information on the firm and to schedule an appointment. CloudVestorsSee omnystudio.com/listener for privacy information.

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38:50

Cryptocurrency-Should It Be a Part of Your Financial...

Asset Management Group, Inc ·

2022/03/18

Mo goes crypto with a look at the growing interest in cryptocurrency. Is it something you should consider? Should you have a firm grasp of it first? Mo answers these questions along with looking at how you should approach cryptocurrency in your financial plan. You can learn more about CloudVestors and reach out to Mo by checking out the website below. CloudVestorsSee omnystudio.com/listener for privacy information.

en-us

40:01

Market Correction-Market Crash

Asset Management Group, Inc ·

2022/03/11

Mo 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.

en-us

24:14

1st Quarter Report Card

Asset Management Group, Inc ·

2022/03/04

We'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.

en-us

31:31

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

Asset Management Group, Inc ·

2022/03/03

Mo 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.

en-us

32:00

Volatility and High Inflation-What Should We Be Doing?

Asset Management Group, Inc ·

2022/02/18

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.

en-us

27:55

Finances in the Relationship

Asset Management Group, Inc ·

2022/02/11

Mo covers things to consider to foster a harmonious financial relationship for couples. He stresses the importance of openness and proper communication so couples can be on the same page. Mo talks about shared financial goals, investment strategies, family planning, legacy planning, and how to break down the finances between joint accounts and separate accounts. CloudVestorsSee omnystudio.com/listener for privacy information.

en-us

25:21

Inflation-How Do We Get Through It

Asset Management Group, Inc ·

2022/02/04

We're seeing it. Inflation like we haven't seen in decades. How do we combat high inflation? How do we not let it eat away at our savings and stop it from interrupting our investment strategies. Mo takes at look at possible solutions and also talks about ways to play the investment game with the cards we've been dealt. CloudVestorsSee omnystudio.com/listener for privacy information.

en-us

25:20

Market Volatility-What's Causing It?

Asset Management Group, Inc ·

2022/01/28

What has caused the volatility in the markets so far in 2022? Mo explains the uncertainty of the actions of the Fed regarding interest rates, inflation, and even world events and the role of each in making the markets jittery. He also looks ahead for the rest of 2022 and talks about how he feels about the rest of the year. CloudVestorsSee omnystudio.com/listener for privacy information.

en-us

37:02

2022-What To Expect

Asset Management Group, Inc ·

2022/01/21

Mo takes a look at economic indicators for 2022 such as the stock market, inflation, interest rates, unemployment, and more. He also takes a look at what strategies should be considered in light of these financial factors. CloudVestorsSee omnystudio.com/listener for privacy information.

en-us

36:24

Tax Season

Asset Management Group, Inc ·

2022/01/14

Mo covers what to expect for 2021 taxes including income brackets and rates for 2021 and looking ahead to 2022. He also discusses the standard deduction, deductions and credits available, charitable deductions, and more. Mo also talks about the IRA strategy still available for 2021 and proactive strategies looking ahead to 2022. CloudVestors Tax Season 2022: What You Need To Know (And Looking Ahead to 2023) | RamseySolutions.comSee omnystudio.com/listener for privacy information.

en-us

33:22

Financial Year in Review

Asset Management Group, Inc ·

2021/12/31

On 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.

en-us

32:21

Financial Resolutions

Asset Management Group, Inc ·

2021/12/24

Mo 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.

en-us

33:25

Portfolio Examination

Asset Management Group, Inc ·

2021/12/17

Mo 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

en-us

27:24

Christmas Bonus-What To Do With It

Asset Management Group, Inc ·

2021/12/10

Mo 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.

en-us

35:05

Year End Financial Review

Asset Management Group, Inc ·

2021/12/03

Mo 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.

en-us

27:12

Holiday Gift Budgeting

Asset Management Group, Inc ·

2021/11/24

Mo 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.

en-us

217 results

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