Asset Management Group, Inc
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.
Built on Wisdom, Not Net Worth | What Is Your Money Actually For?
You've worked hard, built a successful career or business, saved consistently, and accumulated wealth. But have you ever stopped to ask yourself one important question: What is your money actually for?
In this episode of the Everyday Millionaire Podcast, Mo Piram and Andrew Nida explore why building wealth is about more than increasing your net worth. It's about understanding your purpose, defining what enough looks like, and making sure your financial decisions support the life you actually want to live.
Using the principles of Proverbs 24:3–4, we introduce a framework built around three essential elements: wisdom, un...
You Inherited Money… Now What? 5 Things You Need to Do First
What should you do when you suddenly inherit a significant amount of money?
Whether it’s $150,000 or $5 million, an IRA, investment account, real estate, or part of a family business, one of the biggest mistakes you can make is feeling like you have to do something immediately.
In this episode of Everyday Millionaire, Mo and Andrew break down the 5 things you should consider when receiving an inheritance.
You’ll learn why taking a pause can be so important, how different inherited assets can create very different tax consequences, why you need to understand exac...
Income Is Not Wealth: Why High Earners Still Stay Stuck
They think their income is the plan. It’s not. It’s just the fuel.
In this episode, we break down one of the most dangerous financial illusions high earners face—confusing income with actual wealth. A strong income can cover bad decisions for years. Overspending, lack of investing, no protection plan, no margin—it all gets hidden… until it doesn’t. We unpack why so many high-income professionals stay stuck despite earning more than enough, and how building a lifestyle that requires constant performance creates pressure instead of freedom. This is not about making more money. It is...
The Client-First Blueprint: How the Best Advises are Building Trust and Scaling in 2026
In this episode of our Partner Perspectives series, we sit down with Kim Arthur for a candid conversation with Andrew Nida and Moise Piram on what it takes to build a durable, client-first advisory business.
At Asset Management Group, everything starts with trust, clarity, and service. In this discussion, we unpack how those principles shape the way we serve clients, build our team, and grow as a firm without losing the personal touch that matters most.
We talk through real-world insights on leadership, partnership, and family business dynamics, along with the role of transparency, grit...
Active vs. Passive Investing: Where the Wealthy Play It Smart
Most investors have heard the terms active and passive. Far fewer understand what those labels actually mean once real wealth is on the line. In this episode of the Everyday Millionaire Podcast, we break down the active versus passive investing debate through the lens of high-net-worth families. This is not an academic discussion. When you have a $3 million, $5 million, or $8 million portfolio, fees, taxes, behavior, and structure matter in a very different way.
We walk through the uncomfortable math behind active management, including why fees become a silent tax on wealth, why passive investing is often more...
Stop Reacting to the News: The 4-Part “Mixed Signals” Retirement Plan
If you’ve been watching the headlines in 2026 and thinking, “None of this makes sense,” you’re not alone. Stocks can be up while confidence feels shaky. Jobs can cool while other areas of the economy look like they’re improving. Bitcoin can be down, silver can be swinging, and emerging markets can be strong… all in the same stretch of time.
That’s what mixed signals are: real life.
This episode is not a market recap and it’s definitely not a prediction show. It’s a planning lesson built for the 50+ investor (the “millionaire next doo...
Are You Retiring Into Real Life or a Spreadsheet?
Most retirement plans assume the dollar is stable because it has been stable for most of our lifetimes. But stability is a period, not a guarantee. And when the measuring stick changes, the measurement changes. This episode is not about collapse or fear. It is about whether your retirement plan still works if purchasing power behaves differently over the next 10, 20, or 30 years. Many families feel the tension right now. Markets can look calm while real life still feels expensive, especially in retiree-heavy categories like insurance, healthcare, and travel.
We break down what the dollar is and...
Are You Refinance Ready or Just Rate Watching?
Most people think refinancing is about timing interest rates. It’s not. It’s about preparation.
In this episode of 2026: The Year to Advance (Part 2), Mo and Andrew break down what it actually means to be refinance ready. Instead of chasing headlines or hoping rates drop, they walk through a practical readiness playbook designed for high-income households and business owners who want flexibility, leverage, and better long-term outcomes.
You’ll learn why cash-flow resilience matters more than a lower rate, how underwriting readiness determines who gets the best terms, and why decision rules prevent costly mistak...
Will You Win the 2026 Opportunity Window or Miss It?
2026 could be your opportunity window. In this episode, we break down why this year may be a turning point for wealthy families and business owners — and why you’ll likely look back either grateful you took action or frustrated you waited.
We talk about what’s driving the rate conversation (and why “waiting for the perfect time” can be just another form of market-timing), how to run the refinance and move-up math the right way, and why lower rates won’t fix a fragile financial plan. We also unpack the “teaser” offers financial institutions will push hard, what a real win...
Are You Losing More to Taxes Than the Market?
Most investors obsess over market dips… while ignoring the quiet leak that compounds for decades: taxes. In this episode, Andrew breaks down how “tax drag” can shrink your long-term wealth more than volatility, why tax-deferred isn’t tax-free, and the 3 most common mistakes that trigger unnecessary tax bills (rebalancing, concentrated stock, and the NIIT/Medicare surtax ambush). Then we give you the playbook: asset location, systematic tax-loss harvesting, and Roth strategies high earners can use to build real tax flexibility.
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Who Really Wins With a 10% Credit Card Cap?
A proposed one-year 10% cap on credit card APR sounds consumer-friendly—but banks don’t do charity, they do math. In this episode, we break down what the proposal actually is, what would have to happen for it to become law, and where the real costs would likely move: rewards, fees, underwriting, and business credit lines.
If you’re a high earner or business owner who pays cards off monthly, this isn’t about “saving interest”—it’s about what could change in the system you use every day. Plus, a practical playbook for what to watch and what to do if thi...
What Nobody Tells You After You Reach Seven Figures
Most people spend their lives trying to build wealth.
Very few learn how to keep it.
The habits that help you accumulate money—aggressive growth, high risk tolerance, constant optimization—are often the exact same habits that quietly destroy wealth once you’ve already won the game.
In this episode of The Steward’s Protocol, Mo and Andrew break down the hidden transition almost every high-net-worth individual faces—and why so many people miss it.
You’ll learn:
- Why accumulator thinking becomes dangerous at $5–10M+
- How strategic liquidity crea...
Top 5 Mistakes Wealthy Investors Must Avoid in 2026
Top 5 Mistakes Wealthy Investors Must Avoid in 2026
Start 2026 with the end in mind. If you earn $200k plus or you have a seven figure portfolio, a few avoidable mistakes can cost six or seven figures over a lifetime. In this episode Andrew Nida from Asset Management Group, Inc. breaks down the five mistakes wealthy investors must avoid in 2026 and how to align investments, taxes, and cash flow with the outcomes you actually want.
Even high-income earners and retirees often make significant financial errors. This video addresses common mistakes that can cost hundreds of thousands of dollars, emphasizing...
How 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...
The Holiday Money Rules Millionaires Follow (That Most People Don't)
Expert Reveals Holiday Secrets of Millionaires That Actually Work
Holiday 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...
The Hidden Cost of Multiple Advisors: An $86,000 Mistake
The 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...
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 plan
In 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 creep
We 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 drag
What you will learn
• Why diversifying inve...
Why Are So Many People Losing Jobs in 2025?
Why Are So Many People Losing Jobs in 2025?
More than 150,000 jobs were cut in October 2025 and announced cuts have topped 1.1 million this year. Is this a red flag for the economy or a corporate reallocation story driven by AI and new priorities? In this video, Andrew Nida breaks down what is normal in layoff cycles, why 2025 feels different, how tech and policy fit in, and a step-by-step AMG Get Skinny Plan to protect cash flow, benefits, and retirement options if you are facing a layoff.
What you will learn:
• What is historically normal in layoffs vs...
Big Tech Layoffs 2025: What Families Need Now
Big Tech Layoffs 2025: What Families Need Now
Layoffs 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...
Top 3 Passive Income Strategies for High-Net-Worth Individuals
Top 3 Passive Income Strategies for High-Net-Worth Individuals
Achieving true financial success goes beyond just accumulating wealth; it's about securing your financial future and cultivating the right money mindset. Explore various side hustle opportunities to generate income and build wealth, focusing on solid personal finance strategies. Learn how to invest wisely and how to make money work for you, leading to financial freedom.
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Roth Conversion Secrets Your Financial Advisor Won't Tell You
Roth Conversion Secrets Your Financial Advisor Won't Tell You #retirementplanning #retirement #financialplanning #podcast
If you’ve built a portfolio between $2M and $7M, and you’re either retired or nearing retirement, this video is for you.
I’m Andrew Nida, President of Asset Management Group, Inc., and in this video you’ll get a step-by-step, rules-based guide to converting your pre-tax retirement assets into a Roth the right way. No hype. No generalities. Just actionable strategy.
You’ll learn:
The five critical factors we always review for clients in your asset-range (burn rate, age & RM...
The Shocking Reality About Passive Income
The Shocking Reality About Passive Income
Ever heard claims like I make money while I sleep or I earn six figures with no work
In 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 cover
Airbnb arbitrage and the real cost of vacancies, city rules, and lease risk
Dropshipping margins, ad spend, and customer service reality
Amazon FBA automation packages, policy...
What 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...
5 Passive Income Ideas to Boost Your Wealth
Make 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...
Mastering 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...
Five Costly Tax Mistakes and How to Avoid Them
Five Costly Tax Mistakes and How to Avoid Them
Waiting 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 learn
Why taxes should refine your plan, not drive it
The difference between deductions and credits with quick math you can use
Vehicle write offs and what the rules really...
What's the SECRET to Saving for Early RETIREMENT?
If your paycheck stopped today how long could you keep your lifestyle
In 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...
Charlie Kirk's Death: How We React to Tragedy
Charlie Kirk's Death: How We React to Tragedy
Hard Conversations : Charlie Kirk, Ukraine Girl, and School Violence
Content advisory: This episode discusses sensitive current events.
Why does September so often bring the hardest headlines? In this podcast, we examine 24 years of September stories and how media, politics, and public reaction shape what we see and feel.
Video Source: Turning Point USA
Support and resources
• 988 Suicide & Crisis Lifeline — call or text 988
• National Domestic Violence Hotline — 800-799-7233
Disclaimer: Educational discussion only. We do not make legal claims, and we avoid gr...
The Shocking TRUTH About Behavioral Finance Secrets You Don't Know
In conversation with Rusty Vanneman Exposes HIDDEN Finance Secrets You've Been Missing
About Rusty Vanneman: Rusty has almost 35 years of experience in the industry and over 15 as an Investment Executive creating evidence-based solutions to help clients and advisors navigate the complexities of the market. Rusty is a multiple-time recipient of top industry honors, including ETF.com's ETF Investor of the Year and WealthManagement.com's ETF Strategist of the Year. Rusty Vanneman is author of the book Higher Calling: A Guide to Helping Investors Achieve their Goals as well as multiple weekly, biweekly, and monthly columns. He also has h...
Fix Your 401(k) in 2025: 3 Moves Most High Earners Miss
Discover the latest updates on 401k rules in 2025 and how they will impact your retirement savings. In this video, we'll break down the new regulations and what you need to know to make informed decisions about your financial future. Learn how the changes will affect your contributions, investments, and overall retirement strategy. Stay ahead of the curve and ensure you're making the most of your 401k in 2025. Get the inside scoop on the new rules and take control of your retirement planning.
In 2025, headlines are hitting your paycheck tariffs, inflation, shifting rates, and tax-code changes. In this episode...
Master Your Life in 2025: The Faith, Family & Finance Blueprint
Are you ready to make 2025 your best year yet? In this episode of Beyond Tomorrow, we dive deep into faith, family, and finance—helping you build a clear vision and take actionable steps toward a fulfilling life.
We discuss:
✅ The importance of setting intentional goals and sticking to them
✅ How to balance faith, work, and family without burnout
✅ The power of SMART goals and financial planning for long-term success
✅ Why automation, discipline, and accountability are the keys to growth
If you’ve ever struggled with staying consistent, making time for what truly matter...
4 Steps to MASTER Setting & Reaching Goals
In this episode of Beyond Tomorrow, we guide you through creating a clear and actionable vision for 2025. Learn how to reflect on your past, set SMART goals, and align your aspirations with your core values. Discover practical exercises, inspiring examples, and visualization tools to turn your dreams into reality. Whether you're planning your retirement, focusing on personal growth, or strengthening your legacy, this video equips you with the strategies to make 2025 your best year yet. Share your 2025 goals in the comments and let's inspire each other!
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The True Meaning of Christmas: The Day the World Stood Still | Feat. Benji Sherill
What does Christmas truly mean? In this episode, we explore 'The Day the World Stood Still,' diving into the profound message of Christ’s birth and its impact on history and humanity. From the foundations of Genesis to the divine purpose revealed in the New Testament, we discuss the significance of Jesus as the light in a world of darkness. Discover why Christmas is more than just a holiday—it’s the foundation for hope, peace, and transformation. Join us as we unpack the true story of Christmas and its relevance to your life today.
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Have q...
Vote Smart: Policy, Finances, and Faith in the 2024 Election | Ep 195
Join us on this episode as we break down key political issues ahead of the upcoming election! We dive into the recent Vice Presidential debate, exploring the differences between the candidates on topics like foreign policy, immigration, climate change, and more. We discuss how these policies impact your finances, family, and faith, while also sharing insights on the importance of voting based on policy, not personality. Stay tuned as we challenge you to think critically about your vote and its long-term impact on your economic future.
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Navigating MEDICARE Open Enrollment
In this episode of Beyond Tomorrow, we break down the essential steps to ensure you’re making the right health insurance decisions during the upcoming open enrollment period. Whether you're retiring early or approaching Medicare age, understanding your health coverage is crucial to avoid costly mistakes. We discuss retirees' common fears, how to evaluate your current plan, and strategies to ensure your health insurance fits your retirement needs moving forward.
🔑 Key topics covered:
- Open enrollment period tips (October 15 - December 7)
- How health insurance impacts retirement planning
- Why early retirees need to ca...
AVOID These Medicare Cash Traps! | Ep 193
In this video, we dive into the critical timing of Medicare enrollment to avoid costly penalties and explore how income-related monthly adjustments (IRMA) can affect your Medicare premiums. We break down the complexities of Medicare plans, discuss the consequences of late enrollment, and emphasize the importance of comprehensive financial planning for managing healthcare costs in retirement. Plus, we highlight why partnering with a financial advisor is essential for holistic guidance on income management, taxes, and healthcare expenses during your retirement years.
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What You HAVE TO KNOW About Medicare BEFORE You Retire | Ep 192
What is Medicare and why should I care?? If you're about to retire, then you'll definitely want to tune into this episode. Medicare can be confusing and daunting for those who are unfamiliar with it. If you don't educate yourself, you could be stuck in a tough financial situation! Don't let Medicare be scary and let us break down ALL you must know about Medicare.
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We Talk to a Professional About Psychological Impacts of Technology on Kids (feat. Rebekah Warren) | Ep 191
Today we sit down with Rebekah Warren, a Therapist, to discuss the challenges faced by youth today. We dive into identity, anxiety, and the impact of technology and social media. We highlight the struggles youth and teenagers face in developing their identities and the role that social media plays in the process. We cover the rise in anxiety and depression among youth, the addictive nature of technology, the importance of parental guidance and modeling healthy habits, and the need for community and school-based support systems.
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What are THE BEST methods of parenting in a digital age? | Beyond Tomorrow | Ep 190
Today, we talk about how hard it can be to raise boys with unrestricted technology and social media. We dive into why kids need to have rules and learn self-control. We also discuss how parents can help by setting boundaries and talking openly with their kids. Plus, we touch on how young boys sometimes struggle with self-discipline and how schools affect their growth.
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Elections, Fed Rates, and AI | Investment Strategy for 2024 with Sean O'Hara
Enjoy our discussion with Sean O’Hara! We dive into the importance of free cash flow in investing, the potential impact of Fed rate cuts and the upcoming presidential election on the market, as well as the opportunities presented by AI technology.
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