Podcasts
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
Check the background of your financial professional on FINRA’s website: BrokerCheck
The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by outside parties to provide information on a topic that may be of interest. These outside parties are not affiliated with the named representative, broker – dealer, state – or SEC – registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. Assured Concepts Group Ltd. is neither a broker-dealer nor an investment adviser. Securities and Variable Insurance products are offered through Purshe Kaplan Sterling Investments www.pksinvest.com, member FINRA / SIPC , www.finra.org, www.sipc.com. Advisory services provided through Assured Advisory Group, LLC, a Registered Investment Advisory Firm. Purshe Kaplan Sterling Investments is a full service brokerage firm, operated primarily through independent registered representatives. Investing involves risk including loss of principal. The information provided is not directed at any investor or category of investors and is provided solely as general information about products and services or to otherwise provide general investment education.
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