Tax Secrets the Wealthy Use NOW | Private Credit, Alternatives & Inflation Strategy

Are high-net-worth investors playing a different game when it comes to taxes and investing? On this episode of The Money Path, host Todd M. Schoenberger sits down with Tony Minopoli, Founding Partner at Innovative Asset Advisors Group, to break down the real strategies wealthy investors are using RIGHT NOW to build and protect their portfolios. 💼 Tony reveals how integrating tax strategy into portfolio construction can dramatically improve returns — and why ignoring taxes could be costing investors more than they realize. 💰 The conversation also dives into the rapid rise of private credit, the growing role of alternative investments, and how institutional-quality strategies are now becoming accessible to individual investors. 📊 With inflation risks, market volatility, and geopolitical uncertainty still in play, Tony explains how investors should think about asset allocation, income generation, and long-term wealth preservation. 🔥 Topics covered include: • Tax-efficient investing strategies (Roth conversions, tax-loss harvesting, passive losses) • Why high-net-worth investors prioritize tax planning • Private credit opportunities and risks in today’s market • The evolution of alternative investments (real estate, infrastructure, private equity) • How institutional-quality investments are becoming democratized • Portfolio strategy during inflation and market volatility If you’re serious about maximizing returns, reducing taxes, and navigating today’s uncertain market — this is a MUST-WATCH episode. 👉 Subscribe to CrossCheck Media & Biz Talk Today TV for more expert insights 👉 Watch the full episode now 🔗 Website: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://biztalktodaytv.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 📧 Contact on Email: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠[e-mail] ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 📢 Disclaimer: The views and opinions expressed on this program are those of the hosts and guests and do not necessarily reflect the official policy or position of CrossCheck Media Inc., Biz Talk Today TV (BTT), or their affiliated entities and distribution partners. Content produced by CrossCheck Media across video, audio, and digital platforms is provided for informational and educational purposes only. Nothing presented should be construed as financial, investment, legal, tax, or gambling advice, nor as a recommendation to buy or sell any security, asset, wager, or strategy. All investments and wagers involve risk, including the possible loss of principal or money placed on a bet. Past performance and statistical analysis are not indicative of future results. Viewers and readers are solely responsible for their financial and wagering decisions and should conduct their own due diligence and consult with qualified professionals where appropriate. Sports betting commentary is for informational and entertainment purposes only. Participants must comply with applicable laws and age requirements in their jurisdiction. #TheMoneyPath #Investing #TaxStrategy #PrivateCredit #AlternativeInvestments #WealthManagement #HNW #Finance #StockMarket #Inflation #FinancialPlanning #PortfolioStrategy Learn more about your ad choices. Visit megaphone.fm/adchoices