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 the importance of effective financial planning. We discuss how coordinating cash flow, taxes, and risk is crucial for sound financial management, especially as tax planning strategies evolve. 💸
What you will learn
• How to define the future you want and the outcomes you want to avoid
• How to align 2026 portfolio risk with withdrawal needs in a falling rate environment
• How to coordinate the three tax buckets
• High value employer and qualified plan moves
• How to stay opportunistic when markets surprise
• How to build a per pay period funding and quarterly review rhythm with your advisory team
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Disclosure
Educational content only. Not tax, legal, or investment advice. Tax laws can change. Consult your CPA or advisor about your specific situation.

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. No market timing. No gimmicks. Just math and thoughtful planning.

What you will learn:
• The compound interest penalty: why a 10-year delay can mean over $1 million less at retirement
• The employer match gap: how partial participation leaves hundreds of thousands unclaimed
• The tax advantage compression: missed deductions, lost HSA growth, and fewer levers in retirement
• Three actions to take now: capture the match, automate and escalate, and maximize an HSA when eligible

Chapters:
Hook and intro
Cost 1: The compound interest penalty
Cost 2: Missing the employer match
Cost 3: Tax advantage compression
Action plan: three moves to make this week
Summary and next steps

Helpful context for 2025: current limits include a 401(k) employee deferral of $23,500 and HSA limits of $4,300 for individuals and $8,550 for families. Confirm your eligibility and current year limits before acting.

Stay tuned for more on financial planning, tax planning, and wealth management. Like, share, and subscribe for weekly updates.

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Website: https://www.assetmg-inc.com/
YouTube: https://www.youtube.com/@assetmanagementgroupinc
TikTok : https://www.tiktok.com/@assetmanagementgroupinc
Blog: https://www.assetmg-inc.com/blog

Disclosure
Educational content only. Not tax, legal, or investment advice. Tax laws can change. Consult your CPA or advisor about your specific situation.

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 in store to online and why manipulation increased
• The truth about most Black Friday and Cyber Monday pricing
• How holiday credit card debt grows and simple ways to avoid it
• Why kids remember experiences more than volume
• AMG Holiday Playbook steps to take before you buy

Like, share, and subscribe to stay current on financial planning, tax planning, and wealth management updates. Educational content only.

Follow us on
X.com: https://x.com/AMGinc_ATL
Instagram: https://www.instagram.com/assetmanagementgroupinc/
LinkedIn: https://www.linkedin.com/company/amgincatl/
Facebook : https://www.facebook.com/beyondtomorrowpodcast
Website: https://www.assetmg-inc.com/
YouTube: https://www.youtube.com/@assetmanagementgroupinc
TikTok : https://www.tiktok.com/@assetmanagementgroupinc
Blog: https://www.assetmg-inc.com/blog

Disclosure
Educational content only. Not tax, legal, or investment advice. Tax laws can change. Consult your CPA or advisor about your specific situation.

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