The Rest Assured Podcast

Welcome to the Rest Assured podcast, hosted by Assured Concepts founding partner and financial industry thought leader David Schlossberg. With over two decades of experience helping clients preserve their wealth and navigate retirement successfully, David’s approach is practical, precise, and always client-first. Whether you're planning for retirement, preparing for a business transition, building your legacy, or just want to grow your financial knowledge base, you’ll find insight, guidance, and reassurance in every episode.

Featured Episodes

Explore the latest episodes here and subscribe to our channel to get notified when we release new ones.

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

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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.orgwww.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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