The Rest Assured Podcast

Welcome to the Rest Assured podcast, hosted by Assured Concepts founding partner and financial industry thought leader David Schlossberg. With over two decades of experience helping clients preserve their wealth and navigate retirement successfully, David’s approach is practical, precise, and always client-first. Whether you’re planning for retirement, preparing for a business transition, building your legacy, or just want to grow your financial knowledge base, you’ll find insight, guidance, and reassurance in every episode.

Featured Episodes

Explore the latest episodes here and subscribe to our channel to get notified when we release new ones.

To Convert, or Not to Convert? | Discussing IRA to ROTH Conversions

Comparing Smart Shopping, Taxes & Roth Conversions w/ David Schlossberg and Assured Concepts Group

IRS Rules Notice 2024-35 | How it Impacts RMDs for Beneficiaries w/ David Schlossberg

Breaking Down Biden’s 2025 Tax Proposal and Budget w/ David Schlossberg

Sonny Whacked Again? | The Tax Twist Behind James Caan’s Estate Drama w/ David Schlossberg

2024 Q1 Market Intel Report with David Schlossberg

Talk To Us

Wondering how you can turn these insights into action? Schedule your complimentary consultation with us now!