Financial Planning, Wealth & Tax Advisory


Welcome to the “Rest Assured” podcast, hosted by renowned financial expert David Schlossberg. Join David as he provides invaluable information and updates on the financial market, offering insights specifically tailored to seniors and individuals planning for retirement.

In each episode, David shares his expertise and knowledge, unraveling the complexities of the financial landscape to help you make informed decisions for a secure retirement. Gain a deep understanding of market trends, investment strategies, retirement planning essentials, and the economic factors impacting your financial well-being.

Subscribe now to the “Rest Assured” podcast and embark on a journey towards financial peace of mind. Stay updated with David Schlossberg, your trusted financial advisor, as he shares essential insights, actionable tips, and timely updates. Prepare to navigate retirement with confidence and ease.

Share the “Rest Assured” podcast with fellow retirees, pre-retirees, and anyone seeking expert guidance on the intricacies of retirement planning. Tune in regularly for episodes packed with wisdom and practical advice that will help you achieve financial security and enjoy a worry-free retirement.

Disclaimer: The information provided in this podcast is for educational purposes only and should not be considered personalized financial advice. It is always recommended to consult with a qualified financial advisor for your specific financial situation.

To Convert, or Not to Convert? | Discussing IRA to ROTH Conversions

Comparing Smart Shopping, Taxes & Roth Conversions w/ David Schlossberg and Assured Concepts Group

IRS Rules Notice 2024-35 | How it Impacts RMDs for Beneficiaries w/ David Schlossberg

Breaking Down Biden’s 2025 Tax Proposal and Budget w/ David Schlossberg

Sonny Whacked Again? | The Tax Twist Behind James Caan’s Estate Drama w/ David Schlossberg

2024 Q1 Market Intel Report with David Schlossberg