Most investors obsess over market dips… while ignoring the quiet leak that compounds for decades: taxes. In this episode, Andrew breaks down how “tax drag” can shrink your long-term wealth more than volatility, why tax-deferred isn’t tax-free, and the 3 most common mistakes that trigger unnecessary tax bills (rebalancing, concentrated stock, and the NIIT/Medicare surtax ambush). Then we give you the playbook: asset location, systematic tax-loss harvesting, and Roth strategies high earners can use to build real tax flexibility.

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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.

A proposed one-year 10% cap on credit card APR sounds consumer-friendly—but banks don’t do charity, they do math. In this episode, we break down what the proposal actually is, what would have to happen for it to become law, and where the real costs would likely move: rewards, fees, underwriting, and business credit lines.

If you’re a high earner or business owner who pays cards off monthly, this isn’t about “saving interest”—it’s about what could change in the system you use every day. Plus, a practical playbook for what to watch and what to do if this becomes a serious legislative push.

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.

Most people spend their lives trying to build wealth.
Very few learn how to keep it.

The habits that help you accumulate money—aggressive growth, high risk tolerance, constant optimization—are often the exact same habits that quietly destroy wealth once you’ve already won the game.

In this episode of The Steward’s Protocol, Mo and Andrew break down the hidden transition almost every high-net-worth individual faces—and why so many people miss it.

You’ll learn:

- Why accumulator thinking becomes dangerous at $5–10M+
- How strategic liquidity creates opportunity during chaos
- The silent tax decisions that quietly erode long-term wealth
- Why asset protection matters more than returns at this stage
- When doing everything yourself becomes the riskiest move
- How families who keep wealth prepare the next generation, not just the portfolio

This isn’t about chasing higher returns or playing offense forever.
It’s about shifting from growth to stewardship—and designing a system that protects, preserves, and passes on what you’ve built.

If you’ve already climbed the mountain, this episode shows you how to build something that lasts at the top.