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Ausperity Private Wealth @UCc6zlwrAyv839Bhtf2zRNDA@youtube.com

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Managing wealth is a team effort – for today and tomorrow. A


04:30
Year-End Tax Strategies to Maximize Savings - Ausperity Private Wealth
01:39
Understanding the Recent Fed Rate Cut
38:40
Washington Update 2024
42:50
Property and Casualty with Shane and Phil
01:20
Maximizing Returns with a Tax Free Municipal Money Market
40:25
Mid Year Market Update with Mary Ann and Rory
40:30
Making Sense of Medicare | Ausperity Private Wealth
28:13
2023 Year-End Tax Planning | Ausperity Private Wealth
46:14
Social Security, The Choice of a Lifetime! | Ausperity Private Wealth
01:00:41
#1 Mindset Shift
01:08:53
Rest, Eat, Move! | Ausperity Private Wealth with On Target Living
01:22
If this Then that | Ep. 4 | Money Management Made Easy
43:12
Ausperity Webinar Recap | Choosing a Lump Sum Payment vs a Pension
01:17
Why Did We Choose Independence? | Ausperity Private Wealth
08:21
What is your cash yielding?
48:39
Behavioral Investing | Ausperity Webinar Recap
06:13
Short term Cash Alternatives | Ausperity Private Wealth
03:20
Cash Alternatives | Treasuries
05:18
What is a Yield Curve?
07:01
Types of Risk | Ausperity Private Wealth
40:33
Searching for Yield in a Time of Uncertainty
44:24
Investing in Private Markets | Ausperity Private Wealth
21:36
What Credit Card is Right for You?
03:53
Taking Advantage of Credit Card Rewards
03:08
Credit Utilization Tips | Ausperity Private Wealth
32:35
Leveraging Credit Responsibly & What Credit Card is Right for You
01:36
If this Then that | Ep. 3 | Roth IRAs for Children
01:31
If this Then that | Ep. 2 | Qualified Charitable Distributions
03:16
The Importance of Beneficiary Designations from an Estate Planning Perspective
50:20
Estate Planning | How to have the conversation with your family
10:39
Secure Act 2.0 | What You Should Know and How You Should Prepare
04:46
IRMAA Explained and How to Get a Reduction
02:07
IF this THEN that | Episode 1
07:17
What are the differences between Medicare & Medicare Advantage?
11:36
Things to Know about State Income Taxes specifically New Jersey
46:38
2022 Year-end Tax Planning | Webinar Recap
03:08
If you are over 65 and working, why you might not want to enroll in Medicare? (Hint…HSA)
02:02
If you are already enrolled in Medicare, does annual enrollment season matter?
20:11
Bonds 101 | Reviewing the current state of the bond market and what it means.
05:35
How to best include Cryptocurrency in your Estate Plan
06:41
How to make your sure your Estate Plan accounts for your Digital Presence and Assets
15:09
Move to Digitization | Examples of Digital Assets and What Happens When You Die Without a Will
06:17
Estate Planning in the Digital Era | Starting with the Basics
23:43
What’s Happening in the Markets | Ausperity Market Update
02:01
What is a Health Savings Account?
17:29
Next Generation Planning | A Deeper Look at Health Savings Accounts (HSA)
00:51
Considering the Role of Alternatives | Ausperity Private Wealth
45:27
Evaluating Stock Compensation Plans | Ausperity Private Wealth
06:15
Restricted Stock Units - What Are They and How Are They Taxed?
40:00
Webinar Replay | Tax Efficient Investing
01:33
Ausperity Private Wealth | How we coach our clients through turbulent times
31:13
Roth and Mega Backdoor Roth Conversions | Ausperity Private Wealth
02:57
The importance of playing offense amongst market uncertainty