Rest Assured Podcast

Recent Episodes

2024 Q1 Market Intel Report with David Schlossberg

Posted January 30, 2024 • 00:08:58

In this Q1 report from Assured Concepts Group, three key themes are discussed: the resilience of the US economy, potential interest rate cuts by the...

IRS Issues Warning on TikTok-Promoted Trusts

Posted August 22, 2023 • 00:03:41

The IRS is sounding the alarm bells in their latest Chief Counsel Memorandum (CCM) – AM 2023-006 (August 9, 2023), and we’re here to break it down...

Meaningful Giving: Unveiling Qualified Charitable Donations from IRA’s | Rest Assured Podcast

Posted August 21, 2023 • 00:14:55

Join David Schlossberg, founder of Assured Concepts Group, in this insightful episode of the Rest Assured Podcast as he delves into the world of Qualified...

Schwab Acquisition of TD Ameritrade

Posted August 16, 2023 • 00:04:32

Stay informed about the Schwab-TD Ameritrade merger with our latest video featuring David, your trusted financial advisor. David provides an overview...

IRS Relief on RMDs for IRA and Beneficiary IRA Owners | David Schlossberg, Assured Concepts Group

Posted August 3, 2023 • 00:09:28

Stay up-to-date with the latest RMD Financial update for 2023, as David Schlossberg, an esteemed financial advisor from Assured Concepts Group, brings...