What is the Medicare Annual Enrollment Period?
It is the yearly window from October 15 to December 7 when Medicare beneficiaries can review and change coverage. During AEP you can switch from Original Medicare to a Medicare Advantage plan, change Medicare Advantage plans, or join and switch a Part D prescription drug plan. Most changes begin January 1.

In this episode, Andrew Nida and Moise Piram from Asset Management Group, Inc. explain what AEP is, who it helps, and how to compare plans with confidence. You will learn the dates, eligibility, and a simple step by step checklist so your coverage matches your health and prescriptions.

What you will learn:
• What AEP is and why it exists
• AEP dates and who is eligible
• Original Medicare compared with Medicare Advantage
• Part D changes and how formularies work
• What to review in your Annual Notice of Change
• How plan changes begin on January 1
• When the Medicare Advantage Open Enrollment Period applies from January 1 to March 31

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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.

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Make your money work while you sleep. In this episode, Andrew Nida and Moise Piram from Asset Management Group, Inc. walk through five practical passive income ideas for high earners. We cover dividend growth investing, covered call strategies, real estate options, private income opportunities for accredited investors, and tax advantaged vehicles that can help keep more of what you earn. Expect clear frameworks, simple math, and guardrails so you can decide what fits your plan.

What you will learn
• How dividend income and covered call ETFs can support cash flow for high earners
• Real estate choices, direct ownership, syndications, and REITs, plus where taxes may be reduced
• Business ownership as a semi passive cash flow source once systems are in place
• Private credit and other alternative income funds for accredited investors, including distribution mechanics
• Tax advantaged tools such as municipal bonds and Roth strategies that can reduce your tax drag
• A sample high earner passive income blueprint to think through allocation and risk

Chapters
Hook and setup
Dividends and covered calls
Real estate income and tax considerations
Business ownership and equity cash flow
Private investments and income distribution types
Tax advantaged vehicles to lower tax drag
Putting the blueprint together
Key takeaways and next steps

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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.

Asset Management Group Inc, Andrew Nida, Moise Piram, passive income, dividend investing, covered call ETFs, JEPI, QYLD, XYLD, real estate investing, REITs, rental property, syndications, private credit, accredited investor, tax advantaged investing, municipal bonds, Roth IRA strategy, retirement income, high earner strategies, wealth management, financial planning, portfolio income, business ownership, franchise investing, cash flow, Atlanta financial advisor, fiduciary advisor, tax strategy

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Nearly half of couples say money sparks arguments. In this episode, Andrew Nida and Moise Piram from Asset Management Group, Inc. share practical steps to help newly married and newly remarried couples align their cash flow, optimize taxes, and invest as a team. Use the simple money meeting agenda and the summary checklist below to get on the same page tonight.

Like, share, and subscribe for weekly insights on financial planning, tax planning, and wealth management.

What you will learn:
• How to set a joint cash flow plan with auto transfers
• How filing status affects withholding and cash flow
• Smart retirement contributions for couples including spousal IRA basics
• HSA tips for families using high deductible health plans
• What high earners need to know about surtaxes and Medicare IRMAA
• Protection moves that reduce risk and keep your estate documents up to date
• A real life client style story that shows the process in action

Quick checklist:
• Schedule a monthly money meeting with a ten minute agenda
• Confirm filing status and update Form W 4
• Max workplace plans and coordinate IRAs and HSAs
• Review beneficiaries, titling, and key documents
• Align on three shared goals with dollar amounts and due dates

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.

Hashtags:
#FinancialPlanning #WealthManagement #TaxPlanning #MarriedMoney #Newlyweds #HighIncome #EverydayMillionaire #RetirementPlanning #HSA #IRA #401k #CashFlow #Budgeting #EstatePlanning #AMG

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