Protect Your Assets

7 Common Retirement Myths (and the Facts Behind Them)

Mon, 13 Jul 2026 19:45:57 +0000

Many retirement decisions are influenced by assumptions that aren't always accurate. In this episode of Protect Your Assets, David Hollander, The Sandman, explores 7 common retirement myths and the facts behind them. Drawing on research from the Boston College Center for Retirement Research, he discusses misconceptions surrounding Social Security, long-term care, retirement investing, taxes, and retirement income planning, and why understanding these topics may help you make more informed financial decisions.

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Financial Independence After 50: Your Retirement Checklist, Social Security & Healthcare Costs

Tue, 07 Jul 2026 16:12:47 +0000

What does financial independence really mean in retirement? In this episode of Protect Your Assets, David Hollander shares a practical retirement checklist to help you prepare for life after work. Learn how to evaluate whether you've saved enough, create retirement income, optimize your Social Security claiming strategy, understand Medicare enrollment, prepare for rising healthcare and long-term care costs, and build a retirement plan designed around income, growth, and risk management.

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Retirement Planning: When Should You Take Social Security, RMDs, and Retirement Income?

Mon, 29 Jun 2026 23:26:15 +0000

Every major retirement decision comes with one important question: When? In this episode of Protect Your Assets, David Hollander discusses the timing decisions that can have a lasting impact on your financial future, including when to claim Social Security, when required minimum distributions (RMDs) begin, when Roth conversions may make sense, and how the order of retirement account withdrawals can influence your long-term tax strategy.

Whether you're approaching retirement or already there, this episode offers practical retirement planning insights to help you make more informed decisions about your income, taxes, and legacy.

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Retirement Income Planning: Help Protect Your Savings When Markets Are Volatile

Wed, 27 May 2026 15:49:41 +0000

The stock market continues to reach new highs, but rising interest rates, geopolitical uncertainty, and increased volatility are causing many investors to question what comes next. In this episode of Protect Your Assets, David Hollander discusses retirement income planning strategies that may help retirees and those nearing retirement protect a portion of their savings, manage risk, and create more dependable income. He also explores ways to evaluate portfolio risk, address sequence of returns risk, and position your retirement plan for an uncertain market environment.

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Financial Scams 2026: The Latest AI-Driven Fraud and How to Avoid It

Tue, 28 Apr 2026 17:07:56 +0000

Financial scams in 2026 are more advanced than ever, with AI, deepfakes, and social engineering creating new risks for investors and families. In this episode of Protect Your Assets, David Hollander breaks down the most common financial scams 2026 has to offer, including deepfake impersonations, employment scams, romance fraud, and digital arrest schemes.

Learn why these scams are so effective, the warning signs to watch for, and practical steps you can take to protect your identity, accounts, and savings.

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Business Exit Planning: What Business Owners Should Know Before Selling

Mon, 23 Mar 2026 22:05:20 +0000

In this episode of Protect Your Assets, David Hollander discusses key considerations around business exit planning for owners who may be thinking about selling a privately held company. He explores why preparing in advance can matter, from understanding what a business may be worth to organizing financials, preparing for due diligence, and evaluating potential tax implications.

David also explains why business exit planning is about more than the sale itself. Owners may need to think carefully about what comes after the transaction, including how sale proceeds fit into long-term income planning, lifestyle goals, and the next chapter of life.

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The 4% Rule in Retirement: Why It May Deserve a Second Look

Tue, 17 Mar 2026 17:29:41 +0000

In this episode of Protect Your Assets, David Hollander reviews the role of the 4% rule in retirement planning and shares why it may not be appropriate for every investor or retirement situation. He covers several factors that can affect withdrawal strategies, including changing market conditions, inflation, taxes, and longer life expectancy. This episode offers an educational look at why retirement income planning often benefits from a strategy tailored to individual goals, resources, and risk considerations.

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Reverse Mortgages Explained with Chris Freck

Tue, 10 Mar 2026 19:45:30 +0000

In this episode of Protect Your Assets, David Hollander sits down with reverse mortgage specialist Chris Freck to discuss how reverse mortgages work and how they may allow homeowners to access equity while continuing to live in their home. They cover eligibility requirements, how loan amounts are determined, and the differences between fixed and adjustable reverse mortgage options.

David and Chris also walk through real-life examples to explain how reverse mortgages are sometimes used to supplement retirement income, create a line of credit, or provide additional flexibility later in life.

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Bonds Explained: What Today’s Bond Market Means for Investors

Mon, 02 Mar 2026 22:07:49 +0000

The bond market is shifting, and understanding bonds is critical in today’s interest rate environment.

In this episode, David Hollander discusses bond basics, including yield, duration, callable bonds, and the yield curve, while explaining how falling interest rates may impact income, portfolio stability, and retirement planning.

If you’re holding cash, approaching retirement, or reviewing your fixed income strategy, this episode will help you better understand what’s happening and what to consider next.

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401(k) Creditor Protection in California: Is Your Retirement Account Really Safe?

Tue, 24 Feb 2026 21:46:20 +0000

Is your 401(k) protected from creditors in California, or is that just a myth? In this episode of Protect Your Assets, David Hollander discusses how California creditor-exemption rules may apply to retirement accounts and why protection can depend on individual facts and court interpretation. With recent updates under Assembly Bill 2837, effective January 1, 2025, many investors may be surprised to learn how courts actually interpret these protections.

David reviews California Code of Civil Procedure Section 704.115 and key court decisions, including one well-known California case involving a 60-year-old executive in bankruptcy who argued that his retirement accounts should be fully protected from creditors. The court examined his age, income, expenses, and future earning potential before deciding how much, if any, of his retirement savings could be shielded. Through examples like this, David explains how factors such as your age, income, other assets, and proximity to retirement can determine whether your 401(k) is protected. If your retirement account is one of your largest assets, this episode clarifies what you need to know about 401(k) creditor protection in California and where potential risks may exist.

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How to Choose a Financial Advisor: 5 Questions to Ask Before You Commit

Wed, 18 Feb 2026 18:32:13 +0000

Choosing a financial advisor is one of the most important decisions you’ll make as you approach retirement. But how do you know if you’re hiring the right person?

In this Valentine’s Day special of Protect Your Assets, David Hollander, The Sandman, explains why hiring a financial advisor is a lot like dating. Chemistry and trust matter, and asking the right questions upfront can help you avoid costly mistakes later.

David covers the number one mistake people make when hiring a financial advisor, why focusing only on past performance can be misleading, and the key difference between a fiduciary and a suitability standard. He also discusses how to evaluate credentials, understand advisory fees, and determine whether an advisor truly aligns with your long-term retirement income and tax strategy.

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Annuities 101: How Different Annuities Work and What to Know Before Considering One

Tue, 03 Feb 2026 20:18:20 +0000

Annuities are often misunderstood, yet they continue to be part of many retirement planning conversations. In this episode of Protect Your Assets, David Hollander walks through annuities in clear, practical terms and explains how different types work. The discussion covers the differences between fixed annuities, fixed indexed annuities, and registered index-linked annuities (RILAs), along with how annuities are commonly used alongside other retirement planning tools.

Listeners will also learn about key trade-offs to consider, including caps, participation rates, buffers, and surrender periods, as well as how annuities compare to bonds and other income-focused options. The episode addresses common myths about annuities and highlights important questions to ask before considering whether one may be appropriate, emphasizing that suitability depends on individual circumstances.

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2026 Tax Planning Boot Camp: Advanced Considerations for Retirement and Income Planning

Tue, 13 Jan 2026 17:43:25 +0000

The New Year’s resolution Financial Boot Camp continues with an advanced look at 2026 tax planning and how recent tax law changes may affect retirement and income decisions.

In this episode of Protect Your Assets, David Hollander walks through updated tax rules and planning considerations involving IRAs, 401(k)s, Roth strategies, and required minimum distributions (RMDs). The discussion highlights scenarios where RMD timing, rollover decisions, and Roth conversions may warrant closer review, particularly for individuals approaching or already in retirement.

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The 2026 Financial Boot Camp: Smarter Ways to Start the Year

Tue, 06 Jan 2026 17:23:57 +0000

A new year is the perfect time to reset your financial habits, and in this episode of Protect Your Assets, David Hollander kicks off 2026 with a financial boot camp. From simple budgeting rules that give every dollar a job to maximizing updated 401(k), Roth, and HSA contribution limits, this episode walks through practical steps you can take right now to strengthen your financial foundation.

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Innovation, Jobs, and the California Economy: An Interview with Ethan Agarwal

Tue, 23 Dec 2025 18:20:43 +0000

In this special episode of Protect Your Assets, David Hollander sits down with Ethan Agarwal, a technology entrepreneur and candidate for California governor in 2026, for a policy-focused conversation on the state’s economic future. They discuss what it could take to keep innovation and investment in California, including AI infrastructure and manufacturing, modernizing state operations through better technology, improving permitting and regulatory processes, and how policy decisions can influence opportunity across the state.

The conversation also covers the case for regulated and taxed sports betting, ideas for streamlining government services, and perspectives on K–12 education outcomes and workforce readiness.

Important note: This conversation is for informational purposes only. Protect Your Assets and Liberty Wealth Management do not endorse any political candidate, campaign, or party.

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Retiring Next Year? What to Do Before You Quit Your Job

Tue, 16 Dec 2025 17:38:47 +0000

If you’re retiring next year, the details you handle before you give notice can make a meaningful difference.

In this episode of Protect Your Assets, The Sandman walks through what to review before you leave work, including 401(k) matching and vesting schedules (cliff vs. graded), what happens to your HSA and FSA, how PTO payouts work (including California considerations), health coverage choices if you’re retiring before 65 (COBRA, spouse coverage, marketplace plans, and Medicare timing), and key pension options that can impact income and legacy.

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5 Costly TSP Mistakes Federal Employees Make (and How to Avoid Them)

Tue, 02 Dec 2025 16:12:43 +0000

If you’re a federal employee or member of the armed forces, your thrift savings plan (TSP) can be a powerful retirement tool, yet small missteps can lead to missed matching dollars, unnecessary risk, or reduced future income. In this episode of Protect Your Assets, David Hollander breaks down the most common TSP mistakes he sees today, including under-contributing, relying too heavily on the G fund or lifecycle funds, and overlooking how inflation affects conservative allocations.

David also explains the key differences between your TSP withdrawal options, when a rollover may offer more flexibility, and why an incorrect TSP-3 beneficiary form is one of the most damaging errors federal employees make. With timely year-end reminders and practical guidance, this episode helps you make more informed decisions about your TSP and protect what you’ve worked hard to build.

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Year-End Tax Planning Strategies 2025: Smart Money Moves Before the Deadline

Mon, 17 Nov 2025 21:41:10 +0000

In this episode of Protect Your Assets, David Hollander breaks down practical year-end tax planning strategies for 2025 in light of the new Big, Beautiful Bill and today’s market volatility. Learn how to use tools like 401(k) contributions, backdoor Roth IRAs, HSAs, capital gains harvesting, and portfolio rebalancing to make your money work harder before December 31.

David also explains how retirees and pre-retirees can approach RMDs and qualified charitable distributions (QCDs), navigate changing healthcare costs, and think through AI-heavy tech exposure in their portfolios. If you’ve been wondering what to do before April 15 to potentially reduce your future tax bill and feel more in control of your retirement income plan, this episode offers clear, actionable guidance you can discuss with your financial and tax professionals.

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Crypto Nightmares: The Scariest Cryptocurrency Scams Lurking This Halloween

Mon, 27 Oct 2025 23:22:06 +0000

It’s a spooky season in the world of cryptocurrency. In this Halloween special of Protect Your Assets, David Hollander unmasks the scariest cryptocurrency scams haunting investors right now. From “pig-butchering” romance schemes to rug pulls, pump-and-dumps, and fake wallets, David exposes how these tricks work and how to protect yourself from getting ghosted financially. Hear a true story that hit close to home, plus timely insights on the markets, tax deadlines, and why it pays to stay alert before year-end.

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Retirement Planning for Couples: Stop Money Fights and Build a Plan You Both Believe In

Mon, 20 Oct 2025 21:02:22 +0000

Money is one of the most common sources of tension in marriage, especially when retirement is around the corner. In this episode of Protect Your Assets, David Hollander shares the story of Jim and Francine, a couple weighing whether to remodel their kitchen or step into retirement.

Hear how they learned to align their goals, rebuild communication after past market losses, and develop a plan that reflects both partners’ priorities. David also discusses how the Big, Beautiful Bill may influence taxes and trusts, along with a market update and practical portfolio considerations for year-end.

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The First 100 Days of Retirement: What Really Happens After You Stop Working

Mon, 13 Oct 2025 22:24:05 +0000

The first 100 days of retirement can feel a lot like bringing home a newborn—exciting, uncertain, and full of surprises. In this episode of Protect Your Assets, David Hollander explains why so many new retirees struggle during this transition and what you can do to prepare. From the loss of routine to changing relationships and financial adjustments, learn how to approach your first 100 days of retirement with clarity and confidence by focusing on five key pillars: income, investments, estate, health, and purpose.

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Long-Term Care Planning: Costs, Caregivers, and Veteran Benefits Explained

Mon, 06 Oct 2025 21:59:20 +0000

When your health fails, families often bear the emotional and financial cost. In this episode of Protect Your Assets, David Hollander dives into long-term care planning, from real-life caregiving challenges to understanding the true cost of in-home and facility care. Learn how to evaluate caregivers, what long-term care can cost in California, and how veterans or their spouses may qualify for the VA’s Aid and Attendance benefit to help pay for care.

David also breaks down key RMD strategies for retirees age 73 and older, including how a QLAC can reduce taxable income and delay distributions. Plus, a brief market update and what to watch for as year-end approaches.

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Pet Insurance Explained: Costs, Coverage, and When It’s Worth It

Tue, 30 Sep 2025 17:16:08 +0000

Is pet insurance worth the cost? In this episode of Protect Your Assets, David Hollander breaks down what pet insurance covers, how accident vs. accident-and-illness plans differ, and what to know about deductibles, reimbursement rates, and annual limits. He also highlights exclusions like dental cleanings, how premiums can vary by age and zip code, and options for puppies, kittens, or older pets with pre-existing conditions.

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Estate Planning for Collector Cars: Trusts, Probate, and Tax Strategies

Tue, 23 Sep 2025 18:40:44 +0000

For many car lovers, a classic or collector car represents memories, passion, and pride. Yet few owners stop to think about what happens to these valuable vehicles when they’re no longer around. In this episode of Protect Your Assets, David Hollander shares how estate planning can help protect both your car collection and your loved ones. He covers the importance of deciding whether heirs should keep or sell a vehicle, how placing cars in a trust can help avoid probate delays, and why appointing a special executor may make sense for unique assets like cars. You’ll also hear how to organize records and appraisals, what to know about capital gains rules and step-up in basis, and when charitable donations might provide tax advantages. Whether you own a single classic car or an entire collection, this episode offers practical guidance on preparing for the future while preserving what matters most.

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Cooling Job Openings, Falling Yields, and a Likely Fed Cut

Tue, 09 Sep 2025 17:52:33 +0000

This week’s briefing covers a softer labor market, declining Treasury yields, and why the Fed is widely expected to cut rates on September 17. We dig into what fewer job openings could mean for growth, how lower borrowing costs may affect mortgages and corporate activity, and where crude oil might find support after recent weakness. We also preview next week’s CPI and PPI releases, discuss why inflation remains above the Fed’s 2% target, and outline positioning ideas for a volatile September–October stretch. Plus, sectors we currently favor—financials and health care—and a reminder to use pullbacks to rebalance toward quality. You can send your questions to questions@pyaradio.com for a chance to be answered on air.

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Do You Still Need Life Insurance in Retirement? Smart Strategies for RMDs, Taxes & Legacy Planning

Tue, 09 Sep 2025 17:42:13 +0000

Life insurance isn’t just for when you’re working—it can be a powerful tool in retirement. In this episode of Protect Your Assets, host David Hollander, The Sandman, breaks down whether retirees should keep their life insurance policies, how required minimum distributions (RMDs) can be converted into tax-free wealth for heirs, and why today’s interest rate environment may offer opportunities to upgrade existing coverage.

You’ll also learn:

The key differences between term and permanent life insurance in retirement.

How life insurance can supplement retirement income and provide long-term care benefits.

Strategies for using life insurance to offset taxes, protect your spouse, or strengthen your estate plan.

Tips for qualifying for coverage after age 65 and why underwriting rules matter.

Whether you’re approaching retirement or already there, this episode will help you evaluate your current policies, uncover hidden value, and decide if life insurance still belongs in your financial plan.

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The Financial Advisor Checklist: 8 Things They Should Be Doing

Mon, 18 Aug 2025 20:50:09 +0000

Are you confident your advisor is covering everything that matters for your retirement? In this episode of Protect Your Assets, David Hollander walks through a practical financial advisor checklist, including eight signs that reveal whether your advisor is truly providing comprehensive planning or just focusing on investments. From tax planning and Roth conversions to income strategies and team support, discover what could be missing from your plan and how to spot the red flags before it’s too late.

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Market Brief

Mon, 11 Aug 2025 22:41:49 +0000

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Roth IRA Conversion 2025: How the Big Beautiful Bill Could Impact Your Retirement Strategy

Mon, 11 Aug 2025 22:41:02 +0000

Thinking about a Roth IRA conversion in 2025? With tax rates locked in and new deductions available under the Big, Beautiful Bill, this year could be an ideal time to move funds from a traditional IRA or 401(k) into a tax-free Roth IRA. But timing is everything, and making the wrong move could increase your Medicare premiums or push you into a higher tax bracket. In this episode of Protect Your Assets, David Hollander explains how Roth conversions work, the benefits and risks in today’s tax environment, and strategies to determine the right amount to convert.

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Are You Really Ready to Retire? Take the 34-Point Checklist Challenge

Tue, 05 Aug 2025 16:07:39 +0000

Considering retirement in the near future, or already there? In this episode, David Hollander shares highlights from Liberty Group’s 34-point Retirement Checklist Challenge. The list covers questions about income planning, inflation, Social Security, real estate, and more, designed to help you think through the complexities of retirement. This episode offers a chance to evaluate where you stand and what steps may be worth considering next.

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Market Brief

Tue, 05 Aug 2025 16:04:57 +0000

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Market Brief

Tue, 29 Jul 2025 16:08:13 +0000

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The Big, Beautiful Bill: Tax Changes and Deadlines to Know

Tue, 29 Jul 2025 16:08:05 +0000

The 2017 tax cuts are no longer temporary. The Big, Beautiful Bill has locked in some provisions while introducing new rules, revised deductions, and expiration dates that affect income, charitable giving, estate planning, and retirement strategies.

In this episode of Protect Your Assets, David Hollander discusses:

Changes to tax brackets, deductions, and exemptions beginning in 2025 and beyond

How new rules may affect charitable contributions, gifting, and capital gain planning

Key considerations for trusts, Roth conversions, and required minimum distributions

Recent developments in stablecoins and crypto legislation

This episode highlights timelines and considerations to discuss with your financial, legal, or tax professional as you review your own plan.

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5 Retirement Blind Spots You Can’t Afford to Ignore

Mon, 21 Jul 2025 22:01:15 +0000

What are the retirement blind spots many people fail to consider? In this episode of Protect Your Assets, David Hollander explores five commonly missed areas that can impact your retirement experience; such as outdated estate planning, shifting tax laws, rising healthcare costs, underestimated longevity, and a potential loss of purpose post-retirement. He also discusses how the new “Big, Beautiful Bill” may affect existing trust structures. Understanding these blind spots can offer useful perspective as you evaluate your retirement plans.

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7 Common Retirement Mistakes—and Smarter Ways to Plan Around Them

Mon, 14 Jul 2025 21:00:51 +0000

Turning 65 soon? You’re not alone in worrying about outliving your savings. In this episode of Protect Your Assets, David Hollander, The Sandman, breaks down the seven most common mistakes that can quietly derail your retirement plans. From imbalanced portfolios to income stream gaps, healthcare costs, and spending patterns, we explore how small missteps can snowball over time. Whether you’re approaching retirement or helping a loved one prepare, this episode offers clarity around the risks and choices that matter most.

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Can You Afford to Retire? What to Know About Retirement Health Care Costs

Mon, 07 Jul 2025 20:42:48 +0000

In this Fourth of July weekend episode of Protect Your Assets, David Hollander considers what financial freedom means in retirement, and the often-overlooked role of retirement health care costs. From navigating Medicare and long-term care options to assessing how health-related expenses may impact your retirement strategy, this episode offers a range of considerations to keep in mind. David also shares thoughts on recent economic developments, market trends, and the potential effects of the new Big, Beautiful Bill. Whether you’re approaching retirement or simply preparing for the future, this conversation is designed to help you think critically about what lies ahead.

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6 Lessons Every Parent Should Teach Kids About Money

Mon, 30 Jun 2025 23:16:24 +0000

Teaching kids about money is one of the most valuable gifts you can give them, and summer is the perfect time to start. In this episode of Protect Your Assets, David Hollander breaks down six essential lessons to help your children or grandchildren build healthy financial habits early.

You’ll learn how to:

Talk about earning, saving, and spending in relatable terms
Set up their first bank account or Roth IRA
Encourage entrepreneurship through simple side hustles
Turn everyday moments into teachable financial insights
Help them avoid common mistakes with practical, age-appropriate tools

If you’re a parent or grandparent looking for an easy way to start teaching kids about money, this episode is packed with actionable advice.

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Habits of Rich Retirees: How the Wealthy Approach Spending, Investing, and Planning

Tue, 17 Jun 2025 16:16:29 +0000

What do wealthy retirees do differently when it comes to spending, investing, and managing their financial future? In this episode of Protect Your Assets, David Hollander shares key lessons from decades of working with high-net-worth clients. You’ll hear insights on purposeful spending, systematic investing, team-based planning, debt strategies, and staying ahead of tax changes. Plus, David covers current market updates, crypto milestones, and signs of a cooling labor market.

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How to Prepare for a Business Sale: Exit Planning Insights for Owners

Mon, 09 Jun 2025 20:56:18 +0000

Thinking about selling your business? In this episode of Protect Your Assets, David Hollander discusses key considerations for business owners preparing for a potential sale. From cleaning up your books to understanding valuation methods like EBITDA and discounted cash flow, you’ll learn how to navigate the transition thoughtfully.

David also explores tax implications, legal planning, and how to approach the emotional side of letting go of a company you've spent years building. Whether you’ve received a call from a private equity firm or you’re just beginning to consider your next chapter, this episode offers practical insights from over 30 years of working with business owners at every stage of the exit process.

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Generational Wealth Planning: How to Avoid the Third-Generation Curse

Tue, 27 May 2025 23:36:43 +0000

On this episode of Protect Your Assets, David Hollander delves into the challenges of generational wealth planning and how to avoid the so-called third-generation curse. Discover the key mistakes that can unravel even the largest estates and learn proactive steps to keep your wealth growing for generations to come. From outdated estate plans to business continuity strategies and tax law changes, this episode covers essential considerations for anyone hoping to preserve family wealth and values.

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Falling Interest Rates and Bonds: What 2025 Could Mean for Your “Safe” Money

Tue, 20 May 2025 16:13:39 +0000

With interest rates projected to fall in 2025, many investors are taking a closer look at what they consider “safe” money—particularly bonds and other fixed income investments. In this episode of Protect Your Assets, David Hollander explains how rate shifts may impact the performance of these traditionally conservative assets. You'll also hear a breakdown of key terms to know when reviewing bond holdings and why international diversification is gaining renewed attention this year.

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Early Retirement Strategies: Five Approaches to Consider

Mon, 12 May 2025 21:42:55 +0000

Are you exploring ways to retire early but feeling uncertain about income, savings, or market volatility? In this episode of Protect Your Assets, David Hollander outlines five early retirement strategies that may help you better prepare for the road ahead. From maximizing contributions to tax-advantaged accounts to reassessing lifestyle expenses, discover approaches that could support an earlier transition out of the workforce. Whether you're just beginning to plan or refining your strategy, this episode offers ideas to help you think through your options.

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What to Do Before You Retire from Your Job: Key Steps to Take Now

Mon, 05 May 2025 21:13:12 +0000

Thinking about retiring or leaving your job? Before you take that leap, there are a few important things to understand. In this episode of Protect Your Assets, David Hollander—also known as The Sandman—walks through what to do before you retire from your job, including how to handle 401(k) vesting, unused PTO, HSAs, FSAs, and healthcare options. If you’ve been wondering how to transition out of your job without leaving money behind, this episode offers helpful insight and questions to consider.

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Financial Planning for Widows: What to Do After Losing a Spouse

Mon, 21 Apr 2025 20:07:51 +0000

Losing a spouse often means stepping into unfamiliar financial territory at a time when decision-making may feel overwhelming. In this episode of Protect Your Assets, David Hollander, joined by his daughter and Wealth Advisor Claire Hollander, offers thoughtful guidance on how widows can begin navigating their financial life after loss. They explore practical first steps, including organizing key documents, reviewing beneficiary designations, and revisiting your investment strategy to reflect your new needs.

Whether you're newly widowed or supporting someone who is, this episode offers a structured approach to addressing financial questions with clarity and care.

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Are You Smarter Than an Eighth Grader? Take the Bear Market Quiz

Tue, 08 Apr 2025 15:30:43 +0000

When David’s client Jim was making sandwiches with his eighth-grade daughter, Jessica, he didn’t expect a lesson on bear markets. But her surprising questions led to a deeper conversation about market downturns, retirement, and what it all really means. In this episode of Protect Your Assets, David “The Sandman” Hollander explains key facts about bear markets, shares insights on recent volatility, and challenges listeners with a quiz. Can you beat an eighth grader?

From the bull and bear cases to the impact of tariffs and recessions, tune in for a timely look at what’s driving today’s headlines.

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Laid Off? 5 Things to Know About Your Retirement Accounts

Mon, 31 Mar 2025 22:11:25 +0000

After 25 years on the job, Frank was laid off—and he’s not the only one. With more layoffs happening across the Bay Area, many are left wondering what to do next, especially when it comes to retirement savings like 401(k)s, 403(b)s, or 457 plans.

In this episode of Protect Your Assets, David Hollander, The Sandman, shares five key considerations for those facing job loss and weighing their retirement account options. From understanding plan restrictions to exploring rollover choices and potential tax implications, this episode offers perspective on the decisions many are navigating right now.

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Five Key Considerations for Strengthening Your 401(k) in Today’s Market

Tue, 25 Mar 2025 18:13:49 +0000

In this episode of Protect Your Assets, David Hollander discusses five key considerations for strengthening your 401(k) in today’s uncertain market. With insights on interest rates, Fed policy, and economic trends, the episode offers practical strategies to help you reassess your retirement planning, reduce risk, and better position your portfolio for the years ahead.

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Social Security Uncertainty: Things to Consider Now

Mon, 17 Mar 2025 21:20:05 +0000

Will Social Security be there when you need it? In this episode of Protect Your Assets, The Sandman, David Hollander, unpacks recent developments, including privatization discussions and new database access. With so many strategies for claiming benefits, understanding your options is key. Tune in for insights on what could be changing in 2025 and what to consider when planning for retirement.

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Five Surprising Ways Annuities Can Impact Your Financial Strategy

Tue, 11 Mar 2025 16:36:07 +0000

In this episode of Protect Your Assets, host David Hollander discusses the role of annuities in navigating market volatility and protecting your wealth. He provides an in-depth look at fixed index annuities (FIAs) and multi-year guaranteed annuities (MYGAs), comparing them to other investment options like CDs. The episode also addresses common myths surrounding annuities, including misconceptions about death benefits and fees. Hollander explains the importance of understanding annuity fees, beneficiary designations, and how they can fit into a diversified investment strategy. Tune in for a clear breakdown of how annuities can be used to protect your retirement and help manage risk.

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Where to Invest in 2025: Smarter Strategies for a Changing Market

Tue, 04 Mar 2025 17:30:28 +0000

Markets are shifting—are you ready? With economic uncertainty on the rise, understanding alternative investments is more crucial than ever. In this episode of Protect Your Assets, David Hollander, The Sandman, breaks down how sectors like European stocks, healthcare, and bonds are performing, along with private markets and liquid alternatives that could help manage risk. Through real-world examples and David’s insights, gain a clearer perspective on today’s evolving investment landscape. Don’t miss key takeaways that can help you stay ahead in a rapidly changing economy.

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From Health to Wealth: Boosting Longevity and Financial Wellness in 2025

Tue, 28 Jan 2025 17:04:12 +0000

In this episode of Protect Your Assets, David Hollander, The Sandman, wraps up the Retirement Boot Camp series by exploring how health and wellness impact your ability to enjoy your wealth. Joined by health advocate Sheila Hollander and hyperbaric therapy professional Alex Williams, David shares practical tips on better nutrition, fasting, hydration, and cutting-edge therapies. Later, his daughter Jackie Hollander offers insights on the transformative power of music and festivals for mental and emotional well-being.

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Retirement Boot Camp: Avoiding Financial Land Mines in 2025

Tue, 21 Jan 2025 22:33:32 +0000

Join David Hollander, aka The Sandman, for the latest episode of Protect Your Assets, where he discusses strategies to help you approach the financial uncertainties of 2025. Explore the impact of inflation, interest rates, and common investment mistakes. Gain insights on aligning your financial approach with the changing landscape. This retirement boot camp episode offers practical information to support your financial planning for the year ahead. Your mission starts now!

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Advanced Strategies to Help Supercharge Your 2025 Finances: Boot Camp with The Sandman

Mon, 13 Jan 2025 22:26:35 +0000

Start 2025 by exploring practical strategies to enhance your financial planning. In this advanced session of our New Year’s resolution financial boot camp, David Hollander, The Sandman, discusses ways to adapt to the changing tax landscape, approaches to Roth conversions, and considerations for retirement income planning. With real-life examples and timely insights, this episode provides valuable tools to help you make informed decisions for the year ahead. Tune in to learn more about opportunities that could align with your financial goals.

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Financial Boot Camp 2025: Building Smarter Habits for the Year Ahead

Thu, 09 Jan 2025 02:33:02 +0000

Start 2025 by reevaluating your financial strategies. In this episode of Protect Your Assets, The Sandman, David Hollander, explores foundational steps for managing your finances in the new year. From rethinking budgeting approaches to considering retirement goals, this episode offers insights to help you assess your current plans. You'll also hear updates on market trends, property taxes, and ways to adapt to ongoing economic changes. Join us for a practical discussion aimed at helping you feel more prepared for the road ahead.

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Retirement Income Made Easy

Mon, 16 Dec 2024 21:39:15 +0000

When the paychecks stop, it’s important to know where your retirement income might come from. In this episode of Protect Your Assets, David Hollander explores 12 potential income sources for retirees and highlights how different types of income can be taxed. From Social Security to 401(k) withdrawals, real estate income, and even life insurance, David provides insights to help you navigate your options. Listen in for practical tips on approaching retirement income with confidence.

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Finding Passion and Purpose: Racing on the Spectrum with Sam Ball

Mon, 09 Dec 2024 21:54:01 +0000

What if your next chapter involved following your passion and even making a movie about it? This week on Protect Your Assets, David Hollander, The Sandman, dives into a fascinating discussion with Sam Ball, director and co-founder of Citizen Film. Together, they explore Sam’s latest documentary project, Racing on the Spectrum, which highlights the remarkable journeys of professional race car drivers on the autism spectrum. Discover how these drivers turn their unique traits into strengths on the track and how their stories challenge stigmas and celebrate individuality. Plus, learn how you can support impactful projects like this through charitable giving and tax-efficient strategies as the year draws to a close.

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Market Trends, Inflation Worries, and Preparing for Volatility

Mon, 18 Nov 2024 23:25:33 +0000

This week on the Protect Your Assets Market Briefing, David Hollander, a.k.a. The Sandman, breaks down the market’s latest movements, from equities taking a breather to bond yields climbing and oil prices dipping below key support levels. With inflation, tariffs, and a new government driving uncertainty, David shares insights on what to expect as we approach year-end and head into the first quarter. He also addresses common concerns about tariffs and explains why they may not have the long-term impact you fear.

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Is the 4% Rule Still Safe? Rethinking Retirement Income

Mon, 11 Nov 2024 23:02:36 +0000

In this episode of Protect Your Assets, David Hollander, known as The Sandman, examines the 4% rule—a popular approach for retirement withdrawals that’s been widely used for years. With today’s changing market conditions, he explores why relying solely on this rule may present risks for some retirees. David discusses how shifts in interest rates, inflation, and market volatility could impact this strategy and shares considerations to help you evaluate your retirement plan. Whether you’re approaching retirement or already there, tune in for insights into building a retirement income plan that aligns with today’s financial landscape.

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Post-Election Market Surge: What It Means for Your Portfolio and Income"

Mon, 11 Nov 2024 23:00:10 +0000

In this Protect Your Assets Market Briefing, David Hollander unpacks the market’s strong response to recent election results, with record highs and significant gains across the S&P, Nasdaq, and Dow. David delves into how these shifts—and the Fed’s latest rate cut—could impact your income strategy. He also discusses the importance of staying invested despite political cycles and the role of a diversified portfolio.

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Medicare Made Easy: How to Get the Best Healthcare in 2025 and Beyond

Mon, 04 Nov 2024 22:31:47 +0000

With healthcare costs on the rise, managing Medicare choices has become increasingly important. In this episode of Protect Your Assets, David Hollander, also known as The Sandman, explores Medicare changes and considerations for 2025. Whether you’re approaching Medicare age or already enrolled, join us to understand how different plans and coverage options might impact your healthcare expenses. From Medicare Advantage plans to income-based premiums, this episode offers valuable insights into navigating Medicare decisions. Tune in to get a clearer view of what’s ahead and how you might adjust your plan to suit your needs.

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Beware of Financial Tricks: Avoiding Ghastly Investment Mistakes This Halloween

Mon, 28 Oct 2024 20:26:47 +0000

In this Halloween-themed episode of Protect Your Assets, David Hollander—aka The Sandman—pulls back the curtain on some of the spookiest financial tricks lurking in today’s market. Beware of “zombie” stocks, haunting tax traps, and the chillingly common pump-and-dump schemes that could leave your portfolio looking like a ghost town! David shares tales of real-life financial frights and offers tips to help you keep your money safe from the ghastly pitfalls that might be hiding around the corner. Listen in…if you dare…to get insights that might just keep your financial nightmares at bay.

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Understanding Your Job Benefits: Key Steps Before Leaving Your Job

Mon, 21 Oct 2024 23:45:04 +0000

Are you thinking about moving on to a new job or considering retirement? Don’t rush into this big decision without understanding what happens to your benefits. In this episode of Protect Your Assets, David Hollander covers everything you need to know before making the leap. From understanding your 401(k) and health savings account to managing unused PTO and deciphering vesting schedules, this episode will guide you through the steps to help protect your hard-earned benefits.

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Uncovering Retirement Readiness: Are You Truly Prepared?

Mon, 07 Oct 2024 21:26:51 +0000

In this episode of Protect Your Assets, David Hollander discusses key aspects of retirement planning as a couple prepares to retire in 2025. From questions about liability and income to concerns about underinsurance, David highlights some of the challenges they faced while reviewing their financial plan. This episode offers insights into the kinds of issues people may encounter when planning for retirement and the potential impact of market changes. Listen to gain a better understanding of how to approach your own retirement strategy.

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Evaluating Your 401(k) and Retirement Income in Uncertain Markets

Mon, 30 Sep 2024 21:15:04 +0000

In this week's Protect Your Assets podcast, David Hollander explores important actions to evaluate as you approach retirement. With markets at an all-time high and potential volatility ahead due to the upcoming election, now may be a good time to review your portfolio. David discusses common challenges retirees face, including how market drops can impact retirement timelines. He also provides insights into tax-efficient strategies and how to assess your 401(k), real estate, or stock positions. Tune in to hear key considerations for managing your retirement savings effectively.

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5 Retirement Lessons Every Football Fan Will Appreciate

Mon, 09 Sep 2024 22:53:40 +0000

What can the world of sports reveal about smart retirement planning? In this episode of Protect Your Assets, David "The Sandman" Hollander shares five key takeaways inspired by the return of football. Whether you're a college or professional sports fan, these observations offer useful parallels between sports strategy and managing your retirement. Listen to explore potential ways to adjust your financial approach and navigate your retirement years.

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How the Presidential Race Could Impact Your Retirement and Taxes

Wed, 04 Sep 2024 17:44:00 +0000

In this episode, host David Hollander, aka The Sandman, delves into the critical ways the 2024 presidential election could affect your financial future. With over 30 years of experience in tax, legal, and financial planning, David explores the potential market volatility, investment risks, and changes in tax policies that may arise depending on the election's outcome. Discover practical strategies that aim to safeguard your assets, make the most of current tax rates, and prepare for a stable retirement amid political uncertainty. Tune in to learn how to navigate these challenging times and ensure your financial plans remain on track.

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Investing in Gold: What You Need to Know Now

Mon, 26 Aug 2024 23:24:54 +0000

In this episode of Protect Your Assets, David Hollander, the Sandman, dives into the hot topic of gold as it hits a new all-time high of $2,548 an ounce. Should you consider investing in gold right now? David discusses the four essential factors you need to consider before making any decisions. From understanding the market momentum to evaluating the best ways to own and store gold, this episode provides insights for anyone contemplating adding gold to their portfolio. Tune in to learn whether this precious metal is the right investment for you in today's economic landscape.

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Revving Up for Monterey Car Week: Estate Planning for Car Collections

Mon, 19 Aug 2024 20:26:52 +0000

As Monterey Car Week shifts into high gear, The Sandman tackles the important topic of estate planning for car collections. Whether you have a single luxury vehicle or an entire fleet of classics, this episode provides crucial advice on how to help protect your automotive assets. David Hollander discusses strategies to help avoid probate, manage taxes, and make sure your vehicles are passed down according to your wishes. Tune in to learn how to plan for the future of your car collection and keep your passion rolling for years to come.

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Financial Advisors: Finding the Perfect Match for Your Retirement

Mon, 05 Aug 2024 21:39:08 +0000

Join David Hollander, known as The Sandman, on this week's episode of Protect Your Assets, where he explores the intriguing parallels between dating and hiring a financial advisor. Just like dating, finding the right financial advisor involves chemistry, compatibility, and trust. David will guide you through essential questions to ask when considering a financial advisor, helping you avoid common mistakes and make informed decisions. Whether you're thinking about retirement, managing your investments, or simply looking to enjoy your golden years with less financial stress, this episode provides advice that may help. Tune in to learn how a good advisor can assist you in navigating the complexities of retirement and planning for a more stable future.

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Five Ways to Help Make Retiring Less Terrifying

Mon, 29 Jul 2024 20:46:20 +0000

Thinking about retiring in the next six months? Join David Hollander, The Sandman, on this episode of Protect Your Assets as he unveils the top five things to do before taking that big step. David will guide you through essential strategies to help you transition into retirement. From tax-efficient investments to healthcare planning, this episode is packed with actionable advice to help you retire with confidence. Don't miss out on these tips—tune in now!

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Thrifty Travel Tips for Retirees

Mon, 22 Jul 2024 19:38:38 +0000

Join David Hollander, also known as The Sandman, in this informative episode of Protect Your Assets, where he shares insights on traveling at a discount. With over 30 years of experience in tax, legal, and financial planning and having visited over 85 countries, David offers practical tips to help retirees make the most of their travel budget. Learn about leveraging a strong dollar, finding airfare sweet spots, saving on accommodations, and connecting with locals for a richer travel experience. Whether you're considering a trip to Argentina, South Africa, or Europe, David's advice could help you enhance your retirement travels and help prevent overspending. Tune in for tips and start planning your next adventure today!

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Understanding Your Social Security Benefits

Mon, 08 Jul 2024 20:42:16 +0000

In this episode of Protect Your Assets, host David Hollander, also known as The Sandman, explores the critical aspects of Social Security that every retiree should be aware of. Are you planning on collecting Social Security? Will the benefits you’ve been anticipating be there when you need them? Learn about strategies to potentially increase your Social Security income, the importance of your full retirement age (FRA), and the latest updates from the Social Security trustees' report. Whether Social Security is a major part of your retirement plan or just an additional source of income, this episode offers insights to help you make informed decisions.

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Retirement Readiness: Planning for Your Financial Future

Mon, 01 Jul 2024 21:49:22 +0000

In this episode of Protect Your Assets, The Sandman discusses how to prepare for a comfortable retirement. Through the story of a client named Mark, David highlights the importance of comprehensive financial planning, addressing concerns about savings, healthcare costs, and long-term care. Learn practical steps to help make sure your retirement plans stay on track and avoid common financial pitfalls. Tune in for advice on navigating the complexities of retirement planning.

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Tech-Savvy Criminals: Tips for Protecting Yourself from Modern Financial Scams

Mon, 17 Jun 2024 19:40:48 +0000

In this episode of Protect Your Assets, host David Hollander, also known as The Sandman, dives deep into the latest scams that could potentially threaten your hard-earned money. With the rapid advancement of AI and other technologies, criminals are finding new, creative ways to steal from unsuspecting victims. Joined by Chief Jeremy Bowers of the Piedmont Police Department, David discusses how these scams work, shares real-life stories, and provides crucial tips on how to help protect your finances. Tune in to learn about the newest tactics crooks are using, from check cooking to voice printing and celebrity impersonation scams, and how you can stay one step ahead.

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Decisions for a Lifetime: Turning Your Pension into Predictable Income

Mon, 03 Jun 2024 22:02:17 +0000

In this episode of Protect Your Assets, host David Hollander dives deep into one of the most critical financial decisions you'll ever make: turning your pension or retirement fund into a lifetime income stream. David explains why the choice you make may be irrevocable and how it can impact you and your family's future. From understanding different pension options to creating a self-managed pension plan, David provides insights to help you potentially avoid costly mistakes. Whether you're nearing retirement or planning ahead, don't miss this essential episode to help guide your financial future. Tune in to learn how to create a stable, predictable income for the rest of your life.

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Market Segment: Smart Moves for Your Retirement Portfolio During Times of Market Volatility

Mon, 03 Jun 2024 21:49:48 +0000

In this market segment, The Sandman tackles the recent market volatility and its implications for your retirement strategy. With the Dow Jones, S&P, and Nasdaq showing mixed performances, and short-term interest rates at their highest in 20 years, The Sandman emphasizes the importance of diversification. Tune in to gain insights on maintaining a balanced portfolio, especially if you're nearing retirement, and learn how you can help yourself protect your income and future in uncertain times.

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The 100 Days of Darkness in Retirement

Tue, 28 May 2024 21:59:14 +0000

In this episode of Protect Your Assets, host David Hollander delves into the "100 Days of Darkness," comparing the early days of parenthood to the initial phase of retirement. He discusses the challenges faced by new retirees and offers practical steps to navigate this transition. You'll also hear from a caller dealing with complex family trust issues, showcasing real-life scenarios handled with professional advice. David covers essential components of a successful retirement plan, including investment strategies, income generation, healthcare, and estate planning. Tune in for valuable insights and advice to help make your retirement years truly golden.

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Title: 9 Types of People You'll Meet in Retirement

Mon, 20 May 2024 20:35:30 +0000

In this episode of Protect Your Assets, host David Hollander explores the diverse personalities you'll encounter in retirement. From the superhero volunteer to the tireless mover, David walks you through nine unique types of retirees, sharing valuable lessons each one offers. Whether you're just entering your golden years or planning ahead, this episode provides insights on how to navigate retirement with more confidence and purpose. Tune in to discover which type you might be and learn strategies to help make your retirement fulfilling.

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5 Long-Term Care Strategies for Seniors and Their Families

Mon, 22 Apr 2024 23:24:29 +0000

In this episode of Protect Your Assets, host David Hollander dives into the pressing issue of long-term care and its financial impacts. With a personal story about his friend John's elderly mother facing unexpected health challenges, David highlights the struggles many face when sudden health issues arise, leading to long-term care needs. This episode is particularly valuable for those with elderly parents, as David outlines five strategies to manage and finance long-term care to avoid draining life savings. From navigating veterans' benefits to exploring insurance and legal options, join us to learn how to help protect your family's financial future against the high costs of health care.

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Market Segment: A Week of Highs and Lows in Financial Markets

Mon, 22 Apr 2024 23:23:31 +0000

Delve into a tumultuous week for the financial markets, marked by significant fluctuations across major indices, in this Protect Your Assets market segment. The Dow Jones remained stagnant, while the S&P 500 and Nasdaq experienced sharp declines of 3% and 5.5% respectively. Host David Hollander discusses the underlying factors influencing these shifts, including the latest Fed decisions on interest rates, which defy market expectations for reductions this year. Tune in as he analyzes the impact on bonds and the implications of recent geopolitical tensions in the Middle East on oil prices. Join David as he also explores the broader trends shaping market behavior, including a historical perspective on average returns and pullbacks since 1930, setting the stage for what investors might expect in the coming months.

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Five Things to Consider if You’re Turning 65 This Year

Mon, 25 Mar 2024 22:54:53 +0000

In this episode, David Hollander, aka The Sandman, dives into the crucial considerations for Americans reaching the retirement milestone of 65 in 2024, a record-setting year known as "Peak 65” or the “Silver Tsunami.” Highlighting the broad implications on Social Security, healthcare, and caregiving, David offers advice on legal status changes, Medicare enrollment, protection against financial scams, and the importance of preparing for retirement through diverse income streams and careful planning. The episode combines vital financial, legal, and health care information with actionable insights, emphasizing the need for early preparation and informed decision-making as one approaches this significant life milestone.

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Market Segment: A Surging Week on Wall Street: Unpacking the Market Rally

Mon, 25 Mar 2024 22:53:42 +0000

Dive into a standout week for the financial markets with The Sandman in this Protect Your Assets market segment. With the Dow, S&P 500, and Nasdaq all posting significant gains, and the S&P 500 hitting a notable milestone at 5234, The Sandman explores what's fueling this surge. Discover the impact of the latest FOMC meeting, where the Fed's decisions and economic projections hint at an optimistic future with potential rate cuts on the horizon. We'll also cover global central bank actions, from the Swiss National Bank's surprise rate cut to the Bank of Japan's rate increase—their first in 17 years. Plus, delve into the real estate market's inflation-defying jump and what the positive manufacturing outlook and stable jobless claims mean for the economy.

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Strategies for Business Owners: Exploring Tax-Free Retirement Income & More

Mon, 18 Mar 2024 22:36:49 +0000

In this episode of Protect Your Assets, host David Hollander explores strategies for possibly creating tax-free retirement income for business owners. Joined by insurance professional Tracy Tamura and Bill Poate of Friedmans Appliance, they delve into the risks business owners face and how to help protect and enhance employee and personal financial wellbeing. Discover insights on employee retention, wealth creation, and the transition of businesses to future generations. Plus, learn about the success behind Friedmans Appliance's employee ownership model.

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Market Segment: Market Tides: Navigating the Waves of Inflation and Volatility

Mon, 18 Mar 2024 22:35:09 +0000

In this market segment, dive deep into the latest financial currents with David Hollander as he dissects an eventful week on Wall Street. Despite a stagnant Dow and a slight dip in Nasdaq, we saw gains in oil and signs of resilience in the bond market. Reflecting on the tumultuous aftermath of Silicon Valley Bank's collapse a year ago, The Sandman emphasizes the transformative journey from a bear to a bullish market reminiscent of the 90s. With inflation's persistent heat and the Federal Reserve's stance on interest rates, he unravels the complexities behind the recent economic data, including the surprising CPI and PPI reports.

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The 401(k) Breakdown: Making Sense of Your Retirement Savings and Account Fees

Mon, 11 Mar 2024 23:05:43 +0000

Join David Hollander, also known as The Sandman, in this episode of Protect Your Assets as he breaks down what you need to know about your 401(k). With years of experience in tax, legal, and financial planning, David discusses the importance of being aware of fees, making informed investment choices in fluctuating markets, and managing the stress that comes with 401(k) decisions. Learn about the potential for hidden fees in your plan and how to investigate them, the reality of market volatility, and options for better managing your retirement savings. If you have questions about your 401(k) or want to get a clearer picture of how to handle your retirement planning, this episode offers a straightforward look at what you can consider doing.

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Market Segment: Unpacking Labor Market Trends: Implications for Inflation and Stocks

Mon, 11 Mar 2024 23:04:54 +0000

In this market segment, The Sandman delves into the latest financial trends as the labor market begins to show signs of slowing, impacting the stock market for another week. He observes mixed performances across major indexes with the Dow dipping, the S&P 500 slightly up, and the Nasdaq experiencing a decline. Despite these fluctuations, international markets like Europe's show strength. The Sandman also unpacks recent jobs data suggesting a cooling labor market, which could be a silver lining for inflation concerns. Additionally, he explores the potential for interest rate cuts by major central banks in response to changing inflation expectations, and what this means for investors globally.

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10 Tax Reduction Strategies for Confident Retirement Savers

Mon, 04 Mar 2024 23:19:08 +0000

In this episode, David Hollander, also known as The Sandman, takes us through the complexities of managing taxes with the deadline of April 15th looming. With the national debt hitting $34 trillion, it's more important than ever to be informed about how taxes impact retirement planning. David, with his 30 years of experience, discusses 10 strategies for potentially reducing your tax burden if you're nearing or in retirement. Whether you're curious about how to better prepare your taxes or interested in exploring ways to be more tax-efficient, this episode offers insights and considerations. From debunking common myths about Social Security and taxes to providing a closer look at the implications of the national debt on future taxation, tune in for a thoughtful exploration of tax planning for retirees.

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Market Segment: Understanding Market Peaks: Insights on VIX and SKEW Indexes

Mon, 04 Mar 2024 23:18:17 +0000

Dive into the latest financial market updates where The Sandman highlights the S&P 500's new record, movements in the Dow, Nasdaq, oil, and gold prices. This market segment zeroes in on critical market indicators, the VIX and SKEW indexes, explaining their importance in forecasting market trends and assessing investor sentiment. The Sandman also unravels the implications of these indicators for managing investment risk and strategizing in the current economic climate.

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Elevated Markets, Anchored Investments: The Role of Annuities

Mon, 26 Feb 2024 21:42:52 +0000

In this episode of Protect Your Assets, host David Hollander unpacks the complexities of fixed indexed annuities amidst a soaring stock market. As the S&P 500 reaches unprecedented highs, listeners are eager to participate in the gains without risking their entire investment. David addresses the mixed sentiments surrounding annuities, often seen as a financial enigma, by separating myths from facts. He introduces five strategic ways to invest in the market, with a special focus on fixed-indexed annuities as a tool for protecting against loss while still capturing potential upsides.

Additionally, David explores the impact of interest rate changes, the concept of MYGAs (multi-year guaranteed annuities), and how annuities may be beneficial for your financial planning. Whether you're considering entering the market, seeking to protect your gains, or curious about annuities, this episode offers valuable insights into making informed decisions in a volatile market environment.

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Market Segment: Platinum-Locks and the Soaring Market: Navigating Uncharted Highs

Mon, 26 Feb 2024 21:41:41 +0000

This market segment explores the phenomenon of "platinum-locks," a new market high surpassing the traditional "Goldilocks" phase. Amidst the Dow Jones and S&P 500 reaching historic levels, David Hollander, also known as The Sandman, navigates the fine line between embracing market optimism and acknowledging the inevitable risks. He reviews recent market performances, including the impact of Nvidia's earnings surprise, and dissects investor sentiment through various indicators. With a balanced view on the bullish and bearish arguments surrounding current valuations, The Sandman emphasizes the importance of cautious investment strategies.

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Ways to Generate Tax-Free Income in Retirement

Tue, 20 Feb 2024 23:32:38 +0000

In an era of potentially increasing taxes, 'Protect Your Assets' with David Hollander, also known as The Sandman, offers invaluable insights into creating tax-free income for retirement and guides listeners through the complexities of the tax landscape, particularly as the favorable rates introduced by the 2018 tax cuts are set to expire in 2025. This episode focuses on actionable strategies to help your retirement income remain unaffected by future tax hikes. Whether it's through savvy investment in municipal bonds, understanding capital gains, or exploring insurance policies as a retirement plan, The Sandman covers it all.

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Market Segment: Inflation, Stocks, and Economic Indicators

Tue, 20 Feb 2024 23:31:21 +0000

In this market segment, The Sandman tackles how inflation continues to affect the markets, touching on the Dow Jones dropping slightly and the Nasdaq's bigger fall. He dives into why the stock market went down last week, driven by higher-than-expected inflation rates. Additionally, The Sandman looks at shifts in the stock market, with more than just big tech companies seeing gains, and touches on how things like geopolitical tensions are impacting oil prices and what's happening with gold. The segment wraps up with thoughts on the 10-year Treasury yield and what it could mean for the future.

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Developing Investment Trends: Reshoring, AI, Real Estate, and Energy

Tue, 06 Feb 2024 23:44:36 +0000

Welcome to the latest episode of Protect Your Assets with David Hollander. This week, we dive into a range of crucial financial topics, including developing trends in investments and capital allocation, the impact of AI on investment strategies, the intricacies of Prop 19, and much more. Stay tuned for insightful discussions and advice on navigating this complex financial landscape. Don't forget to like, share, and subscribe for more valuable content!

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Market Segment: Deciphering Economic Signals & the Fed's Rate Strategy

Tue, 06 Feb 2024 23:43:06 +0000

Dive into this week's market segment where David Hollander explores the subtle yet significant shifts in major indices and bond rates. With the Dow and S&P climbing, the Nasdaq not far behind, and oil prices taking a dip, he dissects what these numbers signify for investors and the broader economy. He'll unravel the Fed's latest stance on interest rates and how it's influencing market dynamics. Plus, get The Sandman’s take on the latest job numbers and their inflationary implications, the ISM Manufacturing Index's surprising uptick, and what is underlying in the NYCB's earnings report. Join Protect Your Assets as we connect the dots between economic indicators, Federal Reserve policies, and the investment landscape.

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Financial Bootcamp 2024: Unlocking Your Earned Government Benefits and Medicare Insights

Mon, 29 Jan 2024 23:16:58 +0000

In the latest episode of Protect Your Assets, The Sandman concludes the financial Boot camp series with vital insights into government benefits you've been contributing to throughout your working life. He demystifies the recent changes in Medicare, including premium adjustments and eligibility criteria, to help you make informed decisions. The Sandman also delves into long-term care insurance nuances and the surprising shifts in Medi-Cal eligibility in California. Whether you're considering retirement this year or seeking to optimize your entitlements, this episode offers clear, actionable advice for your financial future.

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Market Segment: Understanding the S&P 500's Surge and Its Impact

Mon, 29 Jan 2024 23:15:38 +0000

In this market segment, The Sandman discusses the implications of the Dow and S&P 500 reaching all-time highs and explores the hard versus soft landing scorecard, shedding light on key economic indicators like the ISM manufacturing PMI index and employment trends. Insights into consumer behavior and market impact are drawn from recent data from companies such as 3M and Synchrony Financial. This segment also addresses the critical question of whether to continue investing in the current market, with a focus on S&P 500 valuations and the potential influences of the election year.

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Financial Bootcamp 2024: Avoiding Some Key Financial Landmines in 2024

Mon, 22 Jan 2024 23:26:34 +0000

In this third installment of the Protect Your Assets 2024 financial bootcamp series, we delve into some key investment and other financial landmines that await in the year ahead. As your drill sergeant, David Hollander guides you through the potential pitfalls in investment and tax planning, especially with the anticipated volatility and changing interest rates.

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Market Segment: Understanding January 2024 Interest Rates, Indices, and Inflation

Mon, 22 Jan 2024 23:24:39 +0000

In this market segment, David Hollander dissects the week's market activities, including movements in the Dow, S&P 500, and Nasdaq, while looking ahead to crucial economic reports. Gain insights into inflation trends, the Federal Reserve's rate decisions, and their implications for investors. Tune in for a detailed analysis and strategic recommendations to navigate the complexities of investing in a fluctuating financial world.

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Financial Bootcamp 2024: Navigating New Tax Laws and Strategies for Your Financial Future

Wed, 17 Jan 2024 20:28:53 +0000

Join The Sandman in another episode of the Protect Your Assets retirement bootcamp series, where he discusses the complexities of recent tax law changes in California and their impact on retirement planning. As we kick off the new year, the Sandman offers invaluable insights into the Secure Act 2.0, IRAs, Roths, 401(k)s, and 529 plans, providing listeners with tools to make informed financial decisions. Whether you're nearing retirement or just beginning to plan, this episode is a treasure trove of information that can help you optimize your tax situation and work toward making your New Year's financial resolutions a reality.

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Market Segment: Decoding Economic Indicators & Market Trends for January 2024

Wed, 17 Jan 2024 20:27:37 +0000

In this market segment, The Sandman explores key economic indicators, including the latest CPI and PPI data, and their impact on financial markets. Delve into the dynamics of the Dow, S&P 500, Nasdaq, and global indexes, alongside unusual trends in car insurance and used car prices. He also analyzes the Federal Reserve's potential rate changes and offers strategic insights into navigating stock and bond markets, emphasizing the importance of understanding these economic trends for informed investment decisions.

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Financial Bootcamp 2024: The Basics of Saving for Retirement

Tue, 09 Jan 2024 21:38:53 +0000

Welcome to the 2024 Protect Your Assets Financial Bootcamp! This empowering series dives deep into practical financial strategies and advice. In this episode, The Sandman tackles everything from retirement planning to efficient tax strategies, and even addresses listener questions. Whether you're planning to contribute more to your 401(k), wondering about the impact of tax hikes, or simply looking to make more informed financial decisions, this episode is packed with invaluable insights. Get ready to learn how to give every dollar a job, manage big-ticket expenses, and discover how to create tax-efficient income streams. Tune in to start working on your financial New Year’s resolutions!

Prop 19 information: www.boe.ca.gov/prop19

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Market Segment: Reflecting on 2023 and Forecasting the 2024 Market

Tue, 09 Jan 2024 21:38:43 +0000

In this market segment, The Sandman dives into the stock market's journey through 2023, examining key indices, the impact of portfolio management strategies like 'window dressing,' and the role of major players like Apple. Looking ahead to 2024, he discusses the Federal Reserve's interest rate decisions, the economy's health, and the labor market's influence on market trends. This episode offers insights for investors on navigating potential volatility and strategic financial planning for the year ahead.

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RMD Strategies Unveiled: Effective Tax Planning for Retirement Savings

Tue, 12 Dec 2023 22:00:11 +0000

In this episode of the Protect Your Assets podcast, David Hollander discusses the complexities of required minimum distributions (RMDs) from retirement accounts like IRAs and 401(k)s. The episode covers crucial topics such as deferring RMDs, and effective aggregation methods for different accounts. David also explores the ABCs of RMDs, offering practical advice on how to calculate and efficiently withdraw these mandatory distributions. Listeners will gain insights into converting eligible tax-deferred retirement accounts to Roth IRAs, leveraging qualified charitable distributions, and the implications of RMDs on overall financial planning. The show highlights real-world examples and case studies, providing a comprehensive understanding of how RMDs affect retirement planning.

IRS Publication 590: https://www.irs.gov/forms-pubs/about-publication-590-b

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Market Segment: Inflation Trends, Job Reports, and the Surprising Impact of GLP-1 Drugs

Tue, 12 Dec 2023 22:01:48 +0000

Join The Sandman for this Protect Your Assets market segment, where he explores key economic developments, focusing on recent trends in inflation, job reports, and stock market performance. A highlight of this market segment is the exploration of GLP-1 drugs, initially for diabetes, now impacting weight loss and their surprising effects on large cap pharma stocks and the food industry. The Sandman provides insights into how investors can navigate this trend.

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Smart Money Moves: Tax-Saving Strategies Before Year-End

Thu, 07 Dec 2023 20:19:36 +0000

In this episode of Protect Your Assets, David Hollander shares crucial tax insights as 2024 approaches. This episode is a must-listen for anyone looking to minimize their tax burden before the year concludes. David, with over 30 years’ experience in tax planning, estate law, and wealth management, provides actionable advice on a range of topics, including adjusting tax withholdings, maximizing 401(k) contributions, leveraging Health Savings Accounts (HSAs), and understanding capital gains tax exemptions. The podcast also delves into specific tax-saving strategies such as net unrealized appreciation (NUA) and qualified charitable distributions (QCDs), helping listeners navigate complex financial terrain with greater ease. Whether you're concerned about retirement planning, stock options, or reducing your tax liability, this episode offers valuable tips and strategies to make your money work smarter, not harder.

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Market Segment: Financial Forecast: Navigating Market Highs and Lows for 2024

Thu, 07 Dec 2023 20:19:27 +0000

In this Protect Your Assets market segment, host David Hollander offers a comprehensive analysis of the financial markets as we approach 2024. Highlighting the remarkable performance of the Dow, S&P 500, Nasdaq, and international indices, David delves into what made November 2023 a month to remember, with some indices reaching their best returns in decades. The episode also explores the impressive rise in bonds, a noteworthy trend in the financial landscape. David presents the bull and bear cases for the 2024 market, examining potential economic scenarios, inflation trends, and Federal Reserve policies. He also discusses the possibility of a continued bullish market versus a potential downturn, offering realistic targets and expectations.

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Market Segment: Is Inflation Cooling Down?

Mon, 20 Nov 2023 21:08:42 +0000

As we approach winter, the weather is getting colder. But is inflation cooling down with it? This past week, we saw positive trends in major stock indices. A key driver of the market was the October Consumer Price Index report, which showed a slight decrease in inflation. Learn more in this Protect Your Assets market segment.

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7 Financial Questions to Ask Your Parents About Their End-of-Life Plans

Mon, 20 Nov 2023 21:08:52 +0000

In this insightful episode of Protect Your Assets, The Sandman discusses a topic that many find challenging yet essential: talking about finances and long-term care plans with independent parents. This episode will help equip you with the tools and strategies to initiate this dialogue with sensitivity and respect, ensuring you don't come across as greedy or intrusive, yet are not caught off-guard by future responsibilities. Listen as The Sandman explores the nuances of this delicate subject, offering guidance and support to make these discussions as smooth and constructive as possible.

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What You Need to Know Before You Make Your Social Security Decisions

Tue, 14 Nov 2023 18:11:01 +0000

Understanding Social Security can be complex, with its intricate rules, benefit calculations, and eligibility criteria. However, it is essential to grasp this system when making financial decisions, especially as it plays a crucial role in retirement planning. Learn about recent updates from the Social Security Administration as well as key things you need to know before making your Social Security decisions in this episode of Protect Your Assets.

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Market Segment: Consumer Spending During the Holidays

Tue, 14 Nov 2023 18:10:52 +0000

Do decreased consumer savings rates indicate that consumer spending may be slowing for this holiday season? Learn more about this, and why you should be paying attention to market volatility, in this Protect Your Assets market segment.

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Market Segment: Analyzing a Positive Week on Wall Street

Tue, 07 Nov 2023 00:12:52 +0000

Description: Stocks on Wall Street experienced a significant rally this past week due to positive economic data and Federal Reserve statements, which led to a decrease in interest rates and a boost in market indexes like the Dow, S&P 500, and Nasdaq. Learn more in this Protect Your Assets market segment.

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Exit Strategies for Business Owners Ready to Sell Their Business

Tue, 07 Nov 2023 00:13:16 +0000

Are you thinking about selling your small business? Not sure what steps you need to take? Join The Sandman in this episode of Protect Your Assets as he provides insights on the essential steps to take before engaging in the sale of your business, and outlines the critical knowledge needed to seal the deal with confidence. This isn’t just about selling; it’s about understanding the full journey, pre- and post-sale, to ensure you’re making the most informed decisions for your future.

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5 Tricks Financial Advisors Are Using That Could Cost You Money

Tue, 31 Oct 2023 16:03:45 +0000

In this episode of Protect Your Assets, The Sandman celebrates Halloween by delving into five tricks—not treats— financial advisors use that could potentially lead unsuspecting investors down a costly path. From excessive fees to questionable investment advice, The Sandman breaks down these tricks and provides insight into how you can make more informed, confident financial decisions.

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Market Segment: Will There Be Another Black Monday?

Tue, 31 Oct 2023 16:03:42 +0000

In this market segment, The Sandman discusses whether he thinks we’re heading for another Black Monday and also gives advice on what he thinks investors should do in the current market.

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Ways to Help Protect Your Retirement Savings from Inflation

Mon, 23 Oct 2023 20:38:57 +0000

With Chairman Powell of the Federal Reserve and the International Monetary Fund (IMF) both signaling concerns over rising inflation, it's imperative for investors, retirees, and those nearing retirement to pay attention. But how can you protect your savings in such volatile times? Join The Sandman as he unpacks strategies to help you shield your savings from the effects of inflation.

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Market Segment: Navigating Market Volatility – The Impact of Treasury Yields and Global Events

Mon, 23 Oct 2023 20:38:55 +0000

In this market segment, The Sandman discusses the effect of the rising 10-year Treasury yields and external influences, like Chairman Powell's comments, political events, and Middle East tensions, on the market.

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Interviews with BAWAR and Wellahead.co

Mon, 16 Oct 2023 21:48:18 +0000

In this episode of Protect Your Assets, The Sandman interviews two special guests: Leah Kimble-Price, Executive Director at Bay Area Women Against Rape (BAWAR) and Jason van den Brand, Co-Founder and CEO of Wellahead.co.

Founded in 1971 in Oakland as the first rape crisis center in the country, BAWAR, serves anyone affected by sexual violence, offering trauma-informed, culturally appropriate support and community education.

Wellahead.co is an unbiased platform dedicated to locating and evaluating solutions for individuals seeking financial support for their ongoing in-home healthcare requirements.

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Bay Area Women Against Rape: https://bawar.org/

Wellahead.co: https://www.wellahead.co/

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Market Segment: Why Are Yields Rising?

Mon, 09 Oct 2023 22:15:09 +0000

In this market segment, The Sandman answers a listener’s question: Why are yields rising? Hear the three main reasons treasury yields are currently going up.

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New Rules Can Cause Big Tax Bills on Inherited Retirement Plans

Mon, 09 Oct 2023 22:15:29 +0000

Have you heard about the recent laws that could impact the taxes that you're going to pay on your IRA and your 401(k)? Under new rules and recent interpretations of those rules by the IRS, when you inherit a retirement account, you could be facing one of the highest tax bills you have ever seen. Learn more in this episode of Protect Your Assets with David Hollander.

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Do You Need Life Insurance in Retirement?

Tue, 03 Oct 2023 18:46:15 +0000

Do you need life insurance in retirement? In this episode of Protect Your Assets, The Sandman talks about life insurance from a legacy, tax, and estate planning perspective, discusses the different life insurance policies you may consider, and gives advice on how to create tax-free income for the rest of your life.

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Market Segment: Market Volatility & the Government Shutdown Impact

Tue, 03 Oct 2023 18:46:11 +0000

In this market segment, The Sandman takes a look at the current market volatility and the impact the potential government shutdown could have on the economy. In addition, the VIX and the commodities market are discussed.

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What to Do If You’re Being Forced to Retire

Mon, 11 Sep 2023 19:43:43 +0000

Have you recently been laid off from your job or are you expecting to be in the near future? This episode of Protect Your Assets with David Hollander highlights steps you should take and options you should consider when it comes to your retirement account, health care, and more, in the event of forced retirement.

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Market Segment: Will the Resumption of Student Loan Payments Affect the Economy?

Mon, 11 Sep 2023 19:43:37 +0000

After a three-year federal pause on student loan payments, borrowers will have to start paying on their loans again in October 2023. But how will that affect our economy? Find out what The Sandman thinks in this Protect Your Assets market segment.

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Saving Taxes on Your Required Minimum Distribution

Tue, 05 Sep 2023 23:13:03 +0000

Nobody wants to pay more in taxes, especially when it comes to the required minimum distribution. In this episode of Protect Your Assets, The Sandman discusses different approaches that can help you pay less in taxes for your RMD.

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Market Segment: Goldilocks on Wall Street

Tue, 05 Sep 2023 23:12:54 +0000

It looks like Goldilocks is back on Wall Street this week. In this week’s Protect Your Assets market segment, The Sandman discusses what this means for the market, as well as looks at data from the Job Openings and Labor Turnover Survey, the ADP private payroll data report, Core PCE Price Index, and the VIX.

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What to Do When Your Spouse Passes Away

Mon, 28 Aug 2023 20:55:49 +0000

What documents do you need when someone you love becomes sick or dies? What steps should you take in the days, weeks, and months after your spouse or loved one passes away? Find out in this episode of Protect Your Assets with David Hollander.

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Market Segment: Three Major Takeaways from the 2023 Jackson Hole Symposium

Mon, 28 Aug 2023 20:55:51 +0000

In this market segment, The Sandman discusses three major takeaway points from Chairman Powell’s speech at the 2023 Jackson Hole Symposium, as well as strategies for how to better position your portfolio for the current market.

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Estate Planning Tips for Car Collectors

Mon, 21 Aug 2023 20:54:10 +0000

While many car enthusiasts consider their valuable vehicle or car collection as among their most prized possessions, there are many things to consider when it comes to estate planning. In this episode of Protect Your Assets, learn tips about how to title the car and put it into a trust to protect it from probate, select the right executor or advisor for your beneficiaries to care for or sell the car, and tax-free ways your heirs could sell the car using a step up in basis.

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Market Segment: Analyzing the Stock Market Cooldown

Mon, 21 Aug 2023 20:54:04 +0000

This Protect Your Assets market segment features The Sandman analyzing the stock market cooldown. In addition, he answers a listener question about inflation and the S&P 500.

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The First 100 Days of Darkness of Your Retirement

Mon, 07 Aug 2023 22:56:25 +0000

The term 100 Days of Darkness is often used when describing the first 100 days you go through when you bring a newborn baby home from the hospital when you're adjusting to a new normal while your life feels turned upside down with newfound fears, loneliness and boredom, new feelings, and a new sense of purpose. But this concept can also closely relate to your first 100 days of retirement. How? Learn more in this episode of Protect Your Assets.

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Market Segment: Why Did Stocks Drop Recently?

Mon, 07 Aug 2023 22:56:28 +0000

Fitch recently downgraded the U.S. government’s long-term ratings from AAA to AA+, but is that the reason why stocks fell? The Sandman talks about the market’s response to Fitch’s decision in this Protect Your Assets market segment.

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5 Things You Need to Know About Your 401(k) When You Leave Your Job

Mon, 31 Jul 2023 20:59:08 +0000

Is your 401(k) riddled with traps, restrictions, and caveats that put you in a proverbial jail when you want to access it if you get laid off from work? What's the right thing to do when it comes time to cash out or roll over your retirement account? And how do you avoid huge taxes and penalties? Learn more in this episode of Protect Your Assets with David Hollander.

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Market Segment: Was This the Last Rate Hike from the Fed?

Mon, 31 Jul 2023 20:59:03 +0000

Two big questions concerning the market right now are: Will the Fed hike rates again soon? And are we going to continue to see inflation grow or moderate and decline? Find out what The Sandman thinks in this Protect Your Assets market segment.

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Protecting Yourself from Higher Taxes on the Horizon

Mon, 24 Jul 2023 20:33:42 +0000

The Tax Cuts and Jobs Act of 2017 is set to expire at the end of 2025, and higher taxes are on the horizon. Learn how you can take advantage of current tax rates and help protect yourself from future rate hikes in this episode of Protect Your Assets with David Hollander.

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The Heart of Earnings Season

Mon, 24 Jul 2023 20:33:26 +0000

In this week’s market segment, The Sandman discusses the split that’s currently developing in the market, key financial terms that investors should know, and why you should be paying attention to earnings reports in the upcoming weeks.

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Navigating the Retirement Danger Zone

Mon, 17 Jul 2023 22:15:58 +0000

If you’re 60 years or older, you’re entering what The Sandman calls the “retirement danger zone.” What is the danger zone, and what steps can you take to avoid common mistakes people make when they’re ready to retire? Learn more in this episode of Protect Your Assets.

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Market Segment: The Current Market and Immaculate Disinflation

Mon, 17 Jul 2023 22:16:38 +0000

As The Sandman looks at this week’s market numbers, it’s clear that inflation is falling and growth is continuing. What does that mean? Learn more in this week’s Protect Your Assets market segment.

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Is the 4% Rule Still a Good Strategy?

Mon, 10 Jul 2023 22:54:06 +0000

One of the traditional rules we come across in retirement planning is withdrawing 4% each year from your investments to avoid running out of money in your lifetime. But is the 4% rule still a good strategy to follow? Learn more in this week’s episode of Protect Your Assets with David Hollander!

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The Labor Market Remains Resilient

Mon, 10 Jul 2023 22:54:02 +0000

While it was a relatively quiet week on Wall Street, the overall markets remained strong due to the resiliency of the labor market and the healthy demand in the services sector. Learn more in this week’s Protect Your Assets market segment.

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Celebrating the Freedom to Retire

Wed, 05 Jul 2023 21:50:29 +0000

Do you want the freedom to choose when you retire? It’s not beyond reach! Get financial tips from The Sandman and celebrate your freedom to retire the way you want in this episode of Protect Your Assets with David Hollander.

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What’s Happened to the Market Since February 2023?

Wed, 05 Jul 2023 21:50:26 +0000

In this Protect Your Assets Market Segment, The Sandman looks at the market numbers from the first half of 2023. In addition, he discusses inflation rates and other changes that the market has seen since February of this year.

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Protecting Your Best Furry Friend with Pet Insurance

Wed, 28 Jun 2023 17:39:42 +0000

Pet owners often ask how they can protect one of their most valuable treasures—their best furry friend. Many people wonder if pet insurance is actually a good investment but don’t know where to begin finding answers. In this episode of Protect Your Assets, The Sandman discusses what pet insurance is, how it works, and some of the top options for your dog, cat, or exotic pet.

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Is Inflation Under Control?

Wed, 28 Jun 2023 17:39:31 +0000

In this week’s Protect Your Assets market segment, The Sandman analyzes reports from the central banks and discusses how their decisions impact inflation rates. In addition, our host looks at the job ads, the ISM Manufacturing Index, the service index, unemployment, and more to see if the market is heading toward a soft or hard landing.

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Answering the “When” Questions of Retirement

Wed, 21 Jun 2023 21:47:56 +0000

“When?” is probably the most important question you’re going to ask yourself in retirement. When should you start taking money out of your retirement accounts? When do you start your pension? When should you start transferring wealth to your kids? Learn answers to these questions—and more—in this episode of Protect Your Assets with David Hollander.

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How Will the Fed’s Pause Play Out on the Market?

Wed, 21 Jun 2023 21:47:48 +0000

Last week, the Fed did nothing with interest rates for the first time in more than a year, holding their policy steady after 10 straight hikes that totaled 5%. The question now becomes this: is nothing from the Fed something for this market? Learn more in this Protect Your Assets market segment.

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How Does the Debt Ceiling Deal Affect the Market?

Mon, 05 Jun 2023 21:07:22 +0000

Congress recently passed a debt ceiling deal, but it isn’t positive or negative for the broad markets overall. Why? Find out more in this Protect Your Assets market segment!

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A Look at the Big Three Economic Reports: Job Ads, ISM Manufacturing, and ISM Services Index

Mon, 22 May 2023 19:59:37 +0000

The one big question still on everyone’s mind is whether the market will see a hard or soft landing. In this  market segment, The Sandman takes a look at his big three monthly economic reports to see what the data suggests for the market’s future. 

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Market Segment: What Happens If There Is No Debt Ceiling Deal?

Wed, 17 May 2023 16:46:42 +0000

In this week’s market segment, The Sandman discusses the difference between hitting the debt ceiling and the U.S. defaulting on its debt, as well as the implications of the absence of a debt ceiling deal.

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Is the Fed Done Hiking Rates for 2023?

Mon, 08 May 2023 21:30:23 +0000

Learn about how the Fed’s recent decision will affect the market, the important economic data you should be focusing on, and more in this Protect Your Assets market segment.

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Market Segment: Will the Markets See a Soft Landing or a Hard Landing?

Tue, 02 May 2023 23:18:39 +0000

Right now, one of the most important questions concerning the markets is this: are we going to get a soft landing or a hard landing? In this Protect Your Assets Market Segment, we look at overall market trends to see how much momentum the economy is really losing.

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How to Reboot Your 401(k)

Tue, 02 May 2023 23:18:39 +0000

Are you worried about how the looming recession may impact your 401(k) as you get ready for retirement? You’re not alone! Will you be living off your 401(k) when you retire? Do you know how much you’re paying in fees for your plan? There are several questions to ask yourself before hitting the reset button on your retirement plan. Find out those questions—and answers—in this episode of Protect Your Assets with David Hollander.

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Market Segment: Bulls versus Bears

Mon, 03 Apr 2023 23:09:07 +0000

The market had a good week as all indexes finished up as inflation seems to be waning as well as no major bank contagion as of yet. However, there seems to be two camps setting up, the bears and the bulls. What factors must happen for the bulls to prevail? Find out in this week's Protect Your Assets Market Recap.

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Five Financial Tips to Empower Women Investors

Mon, 03 Apr 2023 23:09:18 +0000

This past month was Women’s History Month. It is a time to reflect on the transformational accomplishments of women over the years. Women are gaining more representation in leadership roles, outpacing their male counterparts. Women are earning degrees as well as starting businesses at twice the rate of men. Women have a come a long way but still face many challenges. The gender pay gap, rising costs of childcare and health care, weak family leave policies, are just a few of the areas that need improvement. How do finances play a role in improving your overall situation? Find out five financial tips to empower women in this episode of Protect Your Assets.

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Are You Ready for Retirement? 34 Key Points to Consider

Tue, 28 Mar 2023 16:23:25 +0000

Have you thought of what your ideal retirement looks like? We think most people have, but often, our imagination can also lead to feelings of uncertainty. You may have questions like, have I saved enough for retirement? What will happen to my retirement savings if there’s a market downturn or recession? Could changes in politics and policies affect my nest egg? What impact could increased taxes have on my income? These are all important questions to consider before you enter retirement.

We have a 34-point retirement checklist full of thought-provoking points designed to measure your retirement readiness related to:

✔️ Income

✔️ Medical and healthcare

✔️ Advanced financial planning

✔️ Risk management

✔️ Tax-efficient financial strategies

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Market Segment: The Fed Hiked Rates...Again

Tue, 28 Mar 2023 16:23:24 +0000

The Fed raised interest rates 0.25% last week. Is this more dovish-than-expected Fed a bullish game-changer for the market going forward? The Sandman doesn’t think so. Hear why on this week’s market segment.

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Estate Planning 101: What You Need to Know

Mon, 20 Mar 2023 22:56:01 +0000

What’s the most important thing in your life? Most people answer that question with “family.” If you don’t have the right estate planning documents in place, they could be in for stress and financial hardship when settling your estate upon your death. Find out if a trust is right for you and other estate planning myths you might believe.

Plus, though the fallout from Silicon Valley Bank has dominated markets this past week, bank bailouts averted a catastrophe for the U.S. economy and stock market. Why is this happening? What will future Fed action look like?

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Market Segment: Bank Bailouts Averted a Catastrophe

Mon, 20 Mar 2023 22:57:28 +0000

Though the fallout from Silicon Valley Bank has dominated markets this past week, bank bailouts averted a catastrophe for the U.S. economy and stock market. Why is this happening? What will future Fed action look like? And is this a bearish gamechanger in the fight against inflation and bank failures? All this and more on this week’s Protect Your Assets market segment.

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Market Segment: Rising Rates and Bank Failures: What Happened with Silicon Valley Bank?

Mon, 13 Mar 2023 20:53:19 +0000

The second-largest bank failure in history and the possibility of more interest rate hikes from the Federal Reserve are the hot topics of the week. Last week, Chairman Powell testified in front of Congress about how it's quite possible they will continue to raise rates. Plus, Silicon Valley Bank announced they were selling assets and trying to come up with a capital strategy to stay afloat before the FDIC stepping in to take over on Friday. Bank stocks overall dropped on the stock exchanges as a result. What happened with Silicon Valley Bank, and what does this mean for you and the U.S. economy? All that and more on this week’s market segment.

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Rising Rates and Bank Failures: Our Playbook for This Type of Environment

Mon, 13 Mar 2023 20:52:25 +0000

The second-largest bank failure in history and the possibility of more interest rate hikes from the Federal Reserve are the hot topics of the week. Last week, Chairman Powell testified in front of Congress about how it's quite possible they will continue to raise rates. We’ve started to see the fallout of these rising rates and what it means for banks. Banks are required to keep a certain amount on deposit and in certain instruments to be available for customer withdrawals, and rising rates have affected the value of those reserves.

What do rising rates and this recent bank failure all mean for you personally and our overall economy? How can you earn more interest on your “safe” money? Rising rates don't mean you have to lose money if you're prepared. The Sandman is walking through our playbook on what you need to do in this type of environment.

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What to Do With Your Pension When You Retire

Wed, 08 Mar 2023 17:31:19 +0000

Figuring out what to do with your company pension when you retire can be complicated—you have important choices to make that can impact both your and your family’s financial future. Once you choose your pension benefit, you are locked in forever. Plus, The decision you make will have a lasting impact on your family as well because how that money gets paid out to your spouse and/or your family after you're gone is all a function of that decision. Stephen Dobrow from Primark Benefits is on the show to discuss lump sum vs. regular pension payments and how to determine what’s right for you and your family.

Plus, last week, we had a five-year breakeven on inflation expectations by hitting a new four-month high, underscoring new concerns about price pressures and where inflation is headed. Next, critical economic reports will be coming out in the next few weeks that will help determine if stocks may continue to regain lost ground, as they have after hitting their worst weekly decline in several months. All this and more on Protect Your Assets.

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Market Segment: U.S. Stocks Trading Higher, Regaining Some Lost Ground

Wed, 08 Mar 2023 17:31:12 +0000

Last week, we had a five-year breakeven on inflation expectations by hitting a new four-month high, underscoring new concerns about price pressures and where inflation is headed. Next, critical economic reports will be coming out in the next few weeks that will help determine if stocks may continue to regain lost ground, as they have after hitting their worst weekly decline in several months. All this and more on Protect Your Assets.

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What SOR Risk Is and How to Lower It

Wed, 01 Mar 2023 17:22:25 +0000

One of the biggest decisions—and largest risks—you’ll face in retirement is how to take money out of your accounts and live off of that for the rest of your life when the markets are going up and down. If you do it right, it's possible to have predictable, consistent income month after month. But if you do it hastily, you could run out. That's what we want to help you avoid against, and one of the main reasons people run out of money is something called SOR risk, also known as sequence of return risk. This is one thing you have to closely guard against. The Sandman covers what SOR risk is and how you can protect your retirement from it.

Plus, one of your most important assets is your health and well-being. Angie Campos, the clinical director of Egoscue postural therapy, is here to discuss how this therapy can help relieve pain.

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Market Segment: Inflation Pressure Not Decreasing

Wed, 01 Mar 2023 17:22:20 +0000

The Core PCE Price Index shows inflation is not decreasing, which is how the Fed determines if interest rates should continue to rise in an attempt to combat it. This creates a headwind on stocks, making it tougher for companies to make money. Add that recipe into the market, and you get a negative reaction. How can shorter-duration Treasuries help mitigate some of the losses you may be experiencing in your stock portfolio? All that and more on this week’s market segment.

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Market Segment: Positive Trend in Consumer Spending So Far in 2023

Thu, 23 Feb 2023 17:59:11 +0000

2023 is off to a strong start for consumer spending. Even though the economy started on solid footing in January, the unexpected consumer strength, the tight labor market, and inflation, which keeps hanging in there, is challenging the Fed to keep interest rates higher for longer. Hear the rest of The Sandman’s market report.

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Can the market rally continue?

Tue, 14 Feb 2023 23:01:45 +0000

Some uncertainty and volatility returned to the markets last week, prompting the question: Will the rally continue or will volatility increase? Plus, the 10-2 spread is inverted, meaning the two-year Treasury is paying more than the 10-year Treasury. Does this mean the Fed has raised rates too much? All this and more on this week’s market segment.

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How You Could Have More Control Over Your Taxes Than You Might Think

Mon, 06 Feb 2023 22:31:51 +0000

It’s easier to plan for and control when taxes are paid than you might think. People are often surprised to discover that taxes are one of their biggest expenses in retirement. For many, the assumption is that once they retire and their paychecks stop coming, taxes would go down. Reducing the taxes you pay in retirement means you likely will need to withdraw less money from your savings each year to cover expenses. As a result, your savings may last longer, leaving more money available to spend on things you enjoy. While most people understand this, many often fail to fully appreciate the control they could have over taxes. People who acquire large amounts of wealth often recognize that many strategies exist to control when taxes will be paid. More important is the realization that by timing when taxes are paid, opportunities arise to also control the amount of those taxes. With the planned sunsetting of the 2018 Tax Cuts and Job Acts and concern that tax rates might be rising in the future, now is an ideal time to understand the extent of your control over your taxes and how this might lead to a more confident and enjoyable lifestyle now—not to mention your retirement. Plus, U.S. stock markets rose, but gains have evaporated a bit with the Fed’s most recent rate hike and data pointing to a tight labor market. Central banks are also becoming more nuanced in their fight against inflation. Consumers are still out there, the economy is still moving ahead, unemployment obviously still positive, but a recession could still be on the horizon. All this and more on Protect Your Assets this week.

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Fight Still On

Mon, 06 Feb 2023 22:31:55 +0000

U.S. stock markets rose, but gains have evaporated a bit with the Fed’s most recent rate hike and data pointing to a tight labor market. Central banks are also becoming more nuanced in their fight against inflation. Consumers are still out there, the economy is still moving ahead, unemployment obviously still positive, but a recession could still be on the horizon. All this and more on Protect Your Assets this week.

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3 Retirement Pitfalls to Avoid

Wed, 01 Feb 2023 17:05:43 +0000

Are you thinking of retiring this year? Now is the time to start planning—from what to do with cash sitting in your bank account to how to withdraw your Social Security benefits most effectively. Hear three retirement pitfalls to avoid.

Plus, the market had a great week last week, and jobless claims near multi-decade lows. It’s unclear how much economic growth we will see and how the strong labor market will impact earnings. The buzz also continues to be around if we’ll have a hard or soft landing from the Fed. Particularly strong January performance has often been a signal of above-average gains for the year ahead. Going forward, The Sandman thinks recessionary pressures are going to continue, and we'll continue to see falling corporate earnings and layoffs, particularly in the tech sector, causing volatility in this first half of the year. Catch the rest of the weekly market report on this week’s episode.

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Market Segment: Strong Market Performance & Employment Numbers

Wed, 01 Feb 2023 17:06:13 +0000

The market had a great week last week, and jobless claims near multi-decade lows. It’s unclear how much economic growth we will see and how the strong labor market will impact earnings. The buzz also continues to be around if we’ll have a hard or soft landing from the Fed. Particularly strong January performance has often been a signal of above-average gains for the year ahead. Going forward, The Sandman thinks recessionary pressures are going to continue, and we'll continue to see falling corporate earnings and layoffs, particularly in the tech sector, causing volatility in this first half of the year. Catch the rest of the weekly market report on this week’s episode.

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Business Owner or Senior Leadership? Tips for Keeping Your Company Healthy in 2023

Tue, 24 Jan 2023 20:25:45 +0000

If you own a business or are a member of company leadership, whether it be a string of gas stations or a Fortune 500 Company, 2023 may be a tough year for your bottom line. Hopefully, all sorts of negative business influences—like recession fears, stagflation, and labor challenges—are on your planning agenda. Here are some tips to help you address some of these issues and make smart business decisions to keep your business healthy this year. Plus, recent earning results have been mixed, and the markets have been following earnings this last week for any signals about growth. Growth and inflation go hand in hand because that sets up stagflation—something we’re trying to avoid. Are we going to get a soft landing from the Fed? Will they continue to raise rates? There’s lots of opinions floating around about this. Hear The Sandman’s take this week.

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Are We Going to Get a Soft Landing From the Fed?

Tue, 24 Jan 2023 20:26:59 +0000

Plus, recent earning results have been mixed, and the markets have been following earnings this last week for any signals about growth. Growth and inflation go hand in hand because that sets up stagflation—something we’re trying to avoid. Are we going to get a soft landing from the Fed? Will they continue to raise rates? There’s lots of opinions floating around about this. Hear The Sandman’s take this week.

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Breaking Down Key Highlights of the Secure Act 2.0

Wed, 18 Jan 2023 00:49:31 +0000

The Secure Act 2.0 is now law. While there are dozens of provisions in the act, a few highlights include RMD age limit increases, timeframes for taking distributions from inherited IRAs, catch-up contributions for retirement accounts, and so much more. Also, The Sandman breaks down the eight types of people who might not want to do a Roth IRA conversion.

Plus, the stock and bond markets were both up last week, a result of inflation dropping for the third straight month. The core Consumer Price Index, which includes food and energy, eased lower to 5.7%, but the Fed stated it wanted it around 2% to start cutting rates to stimulate the economy. How have markets historically performed when the Fed is about to pivot or to change direction?

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Market Report: Stocks Continue Positive Start in 2023 and Inflation Pressures Lower

Wed, 18 Jan 2023 00:49:24 +0000

The stock and bond markets were both up last week, a result of inflation dropping for the third straight month. The core Consumer Price Index, which includes food and energy, eased lower to 5.7%, but the Fed stated it wanted it around 2% to start cutting rates to stimulate the economy. How have markets historically performed when the Fed is about to pivot or to change direction?

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Market Segment: Positive Week after Jobs Report

Tue, 10 Jan 2023 23:02:22 +0000

The market had a positive week due to wage growth as well as the December jobs report suggesting that inflation may be cooling off. How will growth perform against value going forward in 2023? Find out the answers you need in this Protect Your Assets Market Recap.

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Bootcamp Series: How to Save More Money and Get Ready for Retirement in 2023

Tue, 10 Jan 2023 23:02:24 +0000

It’s a new year. Have you been thinking of your goals for this year? Is one of those goals to retire in 2023? How about saving for something you always wanted? We’re going to share some easy things you can do to save more money and get ready for retirement if that's what you're thinking about.

All the major stock markets have been up a little bit. Will that continue? Are you prepared for what could be coming here in the next six weeks? Are you financially prepared to take care of yourself for the next 20, 30, maybe even 40 years? What about a loved one? A fairly extensive research study recently concluded that the vast majority of you are not prepared for retirement. And here's why. Retiring today is different than it was ten years ago, especially when most company-sponsored pension plans are obsolete. We're living much longer. You have to figure out how to generate income off your assets without putting everything you've worked for at risk. And right now, with inflation and expenses, everything's so much more expensive. Taxes are tough, too. Stay tuned here for our first financial bootcamp of the year, where we cover some basics you need to know.

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Market Segment: Most Difficult Year for Stocks Since 2008

Tue, 03 Jan 2023 22:04:40 +0000

Last week closed the most difficult year for stocks investors have seen since 2008 and the worst year for bonds in a very long time. However is there upside to capture or is there a recession coming? Find out what you need to know in this Protect Your Assets Market Recap.

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Retirement 101 Christmas Special

Tue, 27 Dec 2022 22:27:53 +0000

There are some key things to take care of before the end of the year regarding your finances. Many people are trying to minimize taxes and figure how much money you’ve lost in the markets this year. Some of you may be concerned about your financial future in general. Find out how to mitigate risk in the markets and prepare for the recession coming next year in this episode of Protect Your Assets.

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Market Segment: Christmas Time Rally

Tue, 27 Dec 2022 22:15:00 +0000

There was no rally this past week as stocks finished lower yet another week. All major indexes were down as we head towards a recession in the first part of 2023. However the Ten Year Treasury was up and actually finished up for the year. This has been an incredibly tough year for the markets, how has that impacted you? Find out what you should be looking out for in this Protect Your Assets Market Recap.

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Market Segment: Evidence That Inflation is Going DOWN

Tue, 20 Dec 2022 17:57:29 +0000

We finally saw some evidence that inflation is starting to go down. This is good news that we are finally starting to recover. How does this impact our economy, and will it stop a recession from happening? Find out what you need to know in this Protect Your Assets Market Recap.

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How to Prepare for a Recession

Tue, 20 Dec 2022 17:57:30 +0000

Former Treasury Secretary Janet Yellan said in an interview that we are not headed towards a recession in 2023. However many CEO’s disagree and in fact they are laying off more people then they did in the 2008 recession. Will you be able to retire if we are headed towards a recession or will you have to go back to work? Find out how to prepare and protect yourself for a recession in this episode of Protect Your Assets

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Market Segment: Are More Interest Rate Hikes on the Way?

Tue, 13 Dec 2022 22:24:30 +0000

The Consumer Price Index, a direct measure of inflation, is on the way next week. The Fed looks at this data to determine future rate hikes. Does The Sandman see another rate hike in our future? Plus, hear his answer to the question: Why is the volatility index VIX so low, and is it losing its credibility overall as we analyze markets? All that on more on this week’s market segment.

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Market Segment: Is the Fed Pivoting?

Thu, 08 Dec 2022 00:26:13 +0000

Stocks had a pretty positive week, as Chairman Powell has some decent news. Were his comments really that positive? Plus, the latest jobs report has supported a general theme of cooling from a position of strength. The Fed's going to have some ammunition to potentially raise 75 basis points soon. Hear The Sandman’s take on the economy in this week’s market segment.

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Reflecting on the Three Keys to the Bottom

Mon, 28 Nov 2022 22:26:58 +0000

Reports are showing that inflation and rising costs to borrow money have caused a solid contraction in business activity across the U.S. private sector, which helped the market in November. Then, some negative news from the University of Michigan’s five-year inflation expectations survey that showed long-term inflation remaining at 3%. What do we need to see occur before we can say that the bottom is here and stocks start to move up? The Sandman reflects on his three keys to identifying the bottom on this week’s market segment.

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Tips for Staying Safe During the Holiday Season

Tue, 22 Nov 2022 00:02:07 +0000

Americans collectively lose $50 billion per year to fraud. Fraudsters and thieves are innovative professionals, constantly reinventing ways to rip you off. When fraud happens or a robbery happens, you're left not only with financial loss but a compromised identity and emotional distress. However, there are ways to protect yourself. And today, Piedmont California Police Chief Jeremy Bowers is in the studio to cover common present-day scams and crimes, why they are successful, some red flags that a scam may be afoot, and what you can do if it happens to you.

Plus, catch the weekly market report where The Sandman breaks down what’s next for the cryptocurrency industry, recent negative corporate earnings news, and capacity utilization for industrial production—and so much more.

You can send your questions to questions@pyaradio.com for a chance to be answered on the air.

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Will Inflation Come Down Faster Than the Market Expects?

Tue, 22 Nov 2022 00:02:38 +0000

Crypto came up in a big way this week. What’s next for the industry? Plus, inflation and industrial production are intertwined. Find out how in this week’s market segment.

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Stocks Surge After October Consumer Price Index Rose Less Than Expectations

Mon, 14 Nov 2022 21:44:50 +0000

All the major indexes gapped higher at market open in the wake of a much cooler-than-feared October Consumer Price Index report, which measures inflation. Does this mean inflation is cooling? And are we still seeing signs of a bear market? Hear The Sandman’s commentary on this week’s market segment.

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5 Common Mistakes Federal Government Employees Make With Their Thrift Savings Plan

Mon, 14 Nov 2022 21:44:53 +0000

Federal government employees, including members of the armed forces, have access to a tax-deferred retirement and investment vehicle called the Thrift Savings Plan (TSP). If you're not using it in the right ways, it can be costly for you. Like a good education, it only helps if you use it. This episode shares five common mistakes people make with their TSP—costly mistakes that you could be making right now. If you or your loved ones have a TSP or are in service of the federal government, listen to this entire show as we expose the risks of the G Fund and more and how to fix them.

Plus, catch the weekly market report where The Sandman discusses if inflation is cooling and if better times are ahead for the 60-40 portfolio, which was down 21% last month—losses we haven't seen since 2008.

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7 Questions to Ask Your Parents About Their Finances and Estate Plan

Mon, 07 Nov 2022 21:32:03 +0000

If you have older parents, you may be wondering if they are going to be okay, not only financially, but also if something happens to them health-wise. Talking to your parents about their money and estate plan can be tough for a variety of reasons. Since Thanksgiving is a couple of weeks away, it’s a good idea to start preparing for a talk with your parents about their finances, especially if it's likely that you're going to be the one in the family who's going to be taking care of them. Here are seven questions to ask your parents to help get that conversation started.

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3 Events That Rocked the Rally

Mon, 07 Nov 2022 21:31:48 +0000

The markets had a negative week this past week, but why? What rocked the rally? There are three reasons: 1) The Fed’s decision to raise the Fed funds rate by 0.75%, bringing the rate from near zero to 4.0% this year, and 2) the recent JOLTS report, and 3) PMI – manufacturing index results. Hear The Sandman’s more detailed analysis of the stock market and economy in this week’s market segment.

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Five Tricks, Not Treats, Financial Advisors May Use to Dupe You

Mon, 31 Oct 2022 19:45:25 +0000

If you've wondered about bad investments, excessive fees, or getting duped by fraudsters, this Halloween show is for you as we uncover five some of the top tricks that cybercriminals, financial advisors, and financial institutions use to dupe unknowing investors into making bad decisions with their finances. Some may even be unknowingly participating in these.

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The Tale of Two Markets

Mon, 31 Oct 2022 19:39:14 +0000

After an interesting rally the last few weeks, the markets, bonds, and oil all ended up for the week, but the S&P 500 and Nasdaq are still in bear market territory. Why? This market segment covers year-to-date numbers, the impact of heavy weighting in tech, and some signs that the Fed’s actions against inflation are starting to work.

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The Couples Show: How to Design a Retirement That Keeps You Both Happy

Mon, 24 Oct 2022 21:17:53 +0000

Are you married, thinking about getting married, or happily living with your life partner? One of the most common disagreements and conflicts between couples has to do with money. If protecting your assets during these volatile times is important to you, it's important that you get some advice when it comes to your marriage and money.

The financial and investing world is intimidating. It's confusing, and people tend to freeze and do nothing or do the wrong thing—and no one wants to make a bad decision with their money. If there's one thing we know, it's that people just want to be heard and they want a plan that they can understand and implement. Does that sound familiar to you? On this episode, we're sharing how to design a retirement that keeps you both happy and walking you through the steps to get there.

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Market Segment: Positive Week for the Markets

Mon, 24 Oct 2022 21:19:08 +0000

Last week there was finally some positive movement in the markets as all major indexes finished the week up over four percent. Does this mean that the current bear market is almost over? Find out the answers to your questions in this week’s Market Recap.

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The Bear Market Quiz: Do You Know More Than an Eighth Grader?

Mon, 17 Oct 2022 22:02:23 +0000

With the stock market volatility this year, there’s no shortage of whispers—and shouts—that we’re in a bear market and/or recession. Inflation is on many people’s minds. What is a bear market, and what do you need to know about them? What can you do right now to protect yourself? Can you recover this late in the game? Are you still able to retire, even though your 401(k) may be down 30% or more?

This has been a very interesting year. Bonds are down over 15% year to date. The S&P and NASDAQ are in bear market territory. It's a very interesting bear, not your normal bear. And you get all these people talking about new things that are happening—and of course, that's when everyone starts to get nervous. We're doing a quiz today about what bear markets are, how long they last, and what else should you know. Hear some facts and myths about bear markets on this episode, The Bear Market Quiz: Do You Know More Than an Eighth Grader?

Answer questions like:

How are bear markets determined?·
Which factors are likely to cause bear markets?
How often do bear markets occur?
How long do they last?

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Market Segment: Another Week of Significant Volatility

Mon, 17 Oct 2022 22:02:14 +0000

It was another volatile week for the markets, with the S&P finishing the week up and the NASDAQ and Dow both in the negative. This volatility has a lot of people rattled, so what happened and why was last Thursday such a rollercoaster? Find out what you need to be looking out for in this week’s Market Recap.

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Aid & Attendance Benefits for Veterans + Three Possible Changes to RMDs

Mon, 10 Oct 2022 21:25:13 +0000

It's not a matter of if your health fails but when your health fails. And when it does, the people you love are the ones who pay the biggest price. It'll be your spouse and/or your kids who will have to care for you and who are left holding the bag on the medical bills that are oftentimes enough to completely wipe someone out. The Sandman has a strategy for veterans called Aid & Attendance Benefits to get additional financial assistance from the Veteran’s Administration.

Also, as if RMDs aren’t confusing enough for retirees, Congress is considering 2 new bills that could have an impact on your RMDs. Could your RMDs be affected? If you’re RMD age (which is 72 by the way) or you will be RMD age in the next 5–10 years, this show is for you.

Important changes could include:

The age when RMDs are required to begin
Penalties for missed RMDs
Using QLACs to shield retirement funds from RMDs

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Market Segment: Volatility Alive and Healthy

Mon, 10 Oct 2022 21:25:53 +0000

This past week the Dow was off almost 20 percent for the year and the S&P was still off over 23 percent. This shows that volatility is here to stay in the near future. What factors are leading this current wave of volatility in the markets? Find out in this week’s Protect Your Assets Market Recap.

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The Retirement Money Poll -- What People Are Worried About and What You Can Do About It?

Mon, 03 Oct 2022 19:17:44 +0000

A new poll out points to some surprising trends on how people are thinking and feeling about money in retirement these days. Find out what your peers may be worrying about and, more importantly, what you can do right now to remove that worry in your life.

Hear The Sandman’s answers to questions like:

· How can you account for inflation in your retirement plan?

· What are some potential sources of retirement income you can capitalize on now?

· How can you create your own pension?

· Is Social Security financially viable over the long term?

· What strategy can you employ to withdraw money in retirement each year to reduce the likelihood that you’ll run out of money?

We believe that instead of being consumed by worry, it's better to take action—take steps to reduce that worry and put you back in control. Wouldn't that feel better? To regain a sense of control amidst all of this chaos, stay tuned as we talk about this new retirement money poll: what people are worried about and what you should be doing about it right now.

Link to Kiplinger poll: https://www.kiplinger.com/retirement/605176/a-kiplinger-athene-poll-retirees-are-worried-about-money

Liberty Group website: https://libertygroupllc.com/

Schedule a complimentary 15-minute consultation: https://calendly.com/libertygroupllc/scheduleacall/?month=2022-10

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Market Segment: Market Continues to Fall

Mon, 03 Oct 2022 19:18:15 +0000

The third quarter ended last week and the market hit lows for the year as all major indexes are down over 20 percent. How deep will this economic downturn be? Find out what you should be looking out for in the days ahead in this week’s Protect Your Assets Market Recap.

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Variable Annuities in Retirement

Mon, 19 Sep 2022 20:18:48 +0000

There may not be a financial product that is surrounded by more confusion and misinformation than annuities. It is important that you zero in on the misunderstood facts about variable annuities and potentially expose their darker side. Don’t get exposed to high fees and get talked into a variable annuity only to regret it later. Find out what you need to know about variable annuities before it is too late in this episode of Protect Your Assets.

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Market Segment: Another Tough Week For the Market

Mon, 19 Sep 2022 20:17:47 +0000

It was another rough week for the markets as all major indexes finished down over four percent. Oil is slowly pulling back and bonds are off twelve percent year to date. So what should you do going forward? How did the consumer price index impact the market? Find out in this week’s Protect Your Assets market recap.

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Teaching Your Kids About Money

Tue, 06 Sep 2022 19:16:22 +0000

Teaching our kids about earning and saving money is an important life skill that can pay huge dividends in their future. Starting the conversation can be difficult as you may not know where to begin. Find out six things you need to teach your children when it comes to finances in this episode of Protect Your Assets.

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Market Segment: Rough Week for Wall Street

Tue, 06 Sep 2022 19:16:01 +0000

The markets finished lower for the third straight week as we continue to head towards correction territory. Bonds finished down yet again, so there are very few places to hide overall. What caused the markets to slide further down? Find out in this Protect Your Assets market recap.

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Car Collections and Retirement

Tue, 30 Aug 2022 23:19:37 +0000

Cars are selling for some serious money right now, as a record setting auction at Monterey Car Week totaled over 469 million dollars. Many retirees have a special car or a collection, however is it covered by your current will or trust? Cars can present a special set of problems, and if not dealt with effectively, they can create problems for those you leave behind. Find out how you can plan ahead in this episode of Protect Your Assets.

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Market Segment: The Fed is Controlling the Market

Tue, 30 Aug 2022 23:20:07 +0000

It was a tough week for the markets as all major indexes finished over four percent down for the week. Fed Chair Powel spoke at Jackson Hole last week, and fed policy was different than market expected. Will inflation and rising rates continue to negatively impact the markets? Find out in this Protect Your Assets market recap.

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Market Segment: Fed Disengaged With the Market?

Mon, 22 Aug 2022 21:27:15 +0000

Markets were off a little bit this past week as an article in the Wall Street Journal suggested that the Fed may be disengaged with the stock market. It also suggests that the Fed may continue raising rates. The housing market continues to cool off, as both housing stats and permits declined more than expected. What else should you be looking out for? Find out in this Protect Your Assets Market Recap.

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Market Segment: Inflation Headed in Right Direction

Mon, 15 Aug 2022 21:40:00 +0000

Inflation took a great step in the right direction this past week. The markets liked this news as all major indexes finished up for the week. How will inflation continue to impact the economy? Find out the answers in this week’s Market Recap.

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Market Segement: Is Inflation Slowing Down?

Mon, 08 Aug 2022 21:17:52 +0000

The US economy added an impressive 528,000 jobs in July, which was more than expected. However the wage growth rose more than expected which suggests that inflation is still around and not necessarily going away. What else should you be looking for in the upcoming weeks? Find out in this Protect Your Assets Market Recap.

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Spending Money in Retirement

Mon, 08 Aug 2022 21:17:40 +0000

You know how they say kids are expensive? Well retirees can be expensive as well. You need to have a plan and prepare for spending money in retirement. Retirement may cost you more than expected with inflation out of control and things such as travel and fitness. Find out how much retirement may cost you in this episode of Protect Your Assets.

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How to Protect Your Portfolio From Another Economic Downturn

Mon, 01 Aug 2022 20:53:36 +0000

We just finished the worst start to the first half of the year since 1970. Before the market goes down again, how can you de-risk your investment accounts and protect them against another economic downturn? As volatility continues, what can you do and what should you be looking out for? Find out in this episode of Protect Your Assets.

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Market Segment: Markets Finish Up for the Week

Mon, 01 Aug 2022 20:53:34 +0000

The Markets had a good week with all major indexes finishing in the green, although for the year still in bear market territory. The 10 year treasury was down for the week, but still up for the year. Commodities have slid back since their highs from a few weeks ago. Why did the markets rally with multi-week highs? Find out in this market recap.

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Market Segment: Markets Stage Healthy Recovery

Mon, 25 Jul 2022 22:32:10 +0000

The market staged a healthy recovery last week as the market established a technical near term bottom. Does this mean that we are finally starting to see some optimism in the markets? Find out the answers you need to know in this Protect Your Assets Market Recap.

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Financial Freedom

Wed, 06 Jul 2022 18:47:05 +0000

Making the decision to retire can be a difficult one. Have you saved enough? Will that money last the rest of my life? Well with uncertainty in the economy, is now the right time? Find out how to avoid running out of money in retirement and finally celebrate financial freedom in this episode of Protect Your Assets.

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Market Segment: Will This Recession Be Mild or Severe

Wed, 06 Jul 2022 18:46:56 +0000

The US economy has entered a recession, but will it be a mild or severe one? Almost every sector of the Market is way down for the year. What factors have led to our current state of the economy and what should you be looking for in the future? Find out in this week’s Market Recap.

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The Countdown to Retirement

Tue, 28 Jun 2022 16:52:44 +0000

Are you concerned about your ability to retire in the current economic climate? Well before you retire you must have a plan in order to be successful. Find out 5 things you must do before you retire in this episode of Protect Your Assets.

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Market Segment: Market Has Worst 6 Months Since 1970

Tue, 28 Jun 2022 16:52:12 +0000

We are headed toward the end of the first half of the year, and the market has had its worst 6 months since 1970. What other factors should you be paying attention to that may indicate a recession? Find out in this week’s market segment

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Market Segment: Inflation Continues to Impact the Market

Tue, 21 Jun 2022 17:44:34 +0000

The consumer price index report, which measures inflation, was ugly and the market did not like it. Indicators believe that the Fed will raise interest rates further which may create more volatility. Will this create more turmoil in stocks? Find out the answers in this week’s Protect Your Assets market recap.

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Market Segment: Inflation Causes Market to Drop

Tue, 14 Jun 2022 22:56:28 +0000

Stocks dropped on Friday after the inflation report showed a faster than expected rise in prices and consumer sentiment hit a record low. What other factors are causing this decline? Find out in this week's market recap.

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Market Too Hot to Handle: 5 Signs It's Time to Get Out

Wed, 08 Jun 2022 16:20:10 +0000

Are you nervous about the current state of our economy? As we may be heading towards a recession, do you know if your portfolio will be able to withstand the current state of the market? Well find out five signs it is time to get out in this week’s episode of Protect Your Assets.

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Market Segment: The Market Still Showing Volatility

Wed, 08 Jun 2022 16:19:37 +0000

The markets showed some resiliency, but while fundamentals have improved slightly, it may not be enough. If the market has not yet reached the bottom, will your portfolio be able to handle it if things move further down? Find out what you need to know in this week’s market recap.

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Evidence Based Investing with Matt Hall

Tue, 31 May 2022 21:42:54 +0000

How can you remain steadfast in your approach to the market? This week on Protect Your Assets, Matt Hall, Co-Founder and Partner at Hill Investment Group, author of Odds on: the Making of an Evidence Investor and host of the award winning podcast Take the Long View is our Guest. He is here to discuss how to make the right decisions for you and your future self.

Are you committed to a financial plan, or just flapping in the wind? Find out in this week’s episode of Protect Your Assets

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Protect Your Assets Interviews: Daniel Crosby

Mon, 16 May 2022 19:42:55 +0000

Over the last 20 years the market has returned an average of 8.25 percent annually, but the average investor has earned just 4 percent of that due to poor investment behavior. Daniel Crosby is our guest today and is here to discuss the intersection between the mind and the markets. Find out what behaviors you may be exhibiting in this Protect Your Assets Podcast.

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Selling Your Business

Tue, 10 May 2022 17:01:43 +0000

Selling a business can be one of the most important decisions in your life. Do you have an exit strategy to eliminate any costly mistakes? Find out what you need to know regarding selling a business in this episode of Protect Your Assets.

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Market Segment: Volatility in the Market

Tue, 10 May 2022 17:01:44 +0000

The markets saw big swings throughout the week as we say the biggest gain and the biggest one day loss in 2022. What caused this volatility? Find out in this week’s market recap.

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9 Types of People in Retirement

Mon, 18 Apr 2022 21:07:41 +0000

There are nine types of people that you are going to meet in retirement. Some have attributes that you may want to adopt and some you want to avoid. Which one are you? Find out in this episode of Protect Your Assets.

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Markets Segment: Markets Finish Down for the Week

Mon, 18 Apr 2022 21:08:04 +0000

All major indexes finished down for the week and we are now in correction territory. Inflation was a big topic this past week, and although it is still high, it may be softening in the coming weeks. What factors are contributing to inflation and what will help? Find out in this week’s market recap.

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Financial Scams in Retirement

Mon, 11 Apr 2022 22:04:38 +0000

Studies show that people are being targeted by scammers 25 percent more since the pandemic. Consumers are using the internet more and more, and fraudsters are more sophisticated than ever. So how do you avoid an investment scam? Find out in this week’s episode of Protect Your Assets.

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Market Segment: Dynamic of Stock Market Has Changed

Mon, 11 Apr 2022 22:05:07 +0000

The dynamics of the stock market have changed that was largely brought on by the Fed. All indexes finished down for the week. The 10 year treasury is trading around 2.71 and is finally positive. Oil and gas are both performing quite well. What else should you be looking out for? Find out in this week’s market recap.

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National Debt and Taxes

Mon, 04 Apr 2022 23:19:55 +0000

With the national debt surpassing 30 trillion dollars, how will taxpayers be impacted? Taxes are going to increase, so how can you keep more of what you have worked so hard for? Find out how to pay less in taxes in this week’s episode of Protect Your Assets.

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Market Segment: How Will the Market React to a Ceasefire

Mon, 04 Apr 2022 23:19:49 +0000

Will a ceasefire between Ukraine and Russia be a bullish catalyst for the market? How will commodities continue to be impacted going forward? How will the Fed continue to fight inflation? Find out what you should be looking out for in this week’s market recap.

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Estate Planning 101

Mon, 28 Mar 2022 20:54:43 +0000

Family is the most important thing in life, and if you don’t have the right estate planning documents in place, then you could create a real mess for them. Probate courts are backed up and can cost you a lot of money. Find out how to make sure your estate plan is up to date in this episode of Protect Your Assets.

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Market Segment: Market Stabilizes

Mon, 28 Mar 2022 20:54:38 +0000

The market had a decent week as all indexes had positive gains. Oil continues to do well as well as the 10 year treasury. However, what is driving stocks right now? Find out in this week’s market recap.

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How The Fed Raising Rates Affects Your Bonds

Tue, 22 Mar 2022 18:42:14 +0000

With the Fed raising interest rates, what does that mean for your Bonds? Our team has put together a playbook for rising interest rates to help you navigate rising rates in this week’s episode of Protect Your Assets.

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Market Segment: Fed Raising Rates

Tue, 22 Mar 2022 18:43:00 +0000

The Fed finally raised rates this past week 25 basis points. They also said that more interest rate increases are coming in the months ahead. Investors liked the news as all major indexes performed well. What should you be looking for in the economy going forward? Find out in this week’s market recap.

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Market Segment: Markets Down Again

Tue, 15 Mar 2022 21:06:16 +0000

The markets continue to head downward as the conflict continues in Ukraine. Gas prices continue to skyrocket and inflation continues to affect the markets. Are we headed towards a recession? Find out what you need to know in this week’s market recap.

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Russia Continues the Invasion and the Market Tumbles

Tue, 15 Mar 2022 21:06:11 +0000

As Russia continues to invade Ukraine, the markets continue to go lower. Does that mean we are heading into a recession? What does that mean to you and your retirement plans? What strategies should you employ to help protect yourself? Find out what you need to know to handle a major market correction in this week’s episode of Protect Your Assets.

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Retirement Accounts and Taxes

Mon, 28 Feb 2022 22:35:16 +0000

Many people do not realize the potential tax hit they will take when creating they’re IRA or 401k. You work and save, only to realize that your retirement account has never been taxed. If you take it out the wrong way, you may be forced to pay penalties on top of income taxes. This could impact you and your family. Find out how to make sure you’re prepared to deal with your IRA or 401k in this week’s episode of Protect Your Assets.

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Markets Hit Correction Territory

Mon, 28 Feb 2022 22:35:00 +0000

As Russia launched a full invasion of Ukraine the S&P has dropped below ten percent for the year. This is the first time since the pandemic that the market has been in correction territory. So what should you be looking out for in the coming weeks? Find out in this week’s market recap.

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Minimizing Risk in Retirement

Tue, 22 Feb 2022 21:07:46 +0000

With stocks down for the year and a potential Russian invasion of Ukraine, how can you protect your money from a market downturn? Lets face it, many people have done well with their investments in the last few years, but as things change you need to de-risk your portfolio. Find out how in this week’s episode of Protect Your Assets.

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Market Segment: Markets Continue Down Trend

Tue, 22 Feb 2022 21:07:00 +0000

All major indexes finished the week in the red and are down for the year overall. One of the few bright spots is oil, which is up over 20 percent for the year. How will a potential Russian Invasion change the US market? Find out what you need to know in this week’s market recap.

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Inflation and The Market

Tue, 01 Feb 2022 16:35:58 +0000

January 2022 was the worst month for stock and bond markets in a very long time. Is the market headed for correction territory? With inflation at its highest rate since 1982, how will that impact the economy? Is this bull market over? Find out how you can protect yourself in this week’s episode of Protect Your Assets.

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Market Segment: Volatility Continues

Tue, 01 Feb 2022 16:34:10 +0000

The Markets held ground this week after last week’s drop. However, inflation is still an issue and the Fed has some decisions to make that could shake up the market. Find out what you need to be looking for in this week’s market recap.

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Bootcamp Series: Where Should You Be Investing?

Mon, 24 Jan 2022 23:30:31 +0000

With the markets experiencing volatility, where should you be investing in 2022? There are several key areas that could be smart money moves for your retirement. Find out what they are in this week’s episode of Protect Your Assets.

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Market Segment: Markets in Correction Territory

Mon, 24 Jan 2022 23:27:00 +0000

The markets all finished down for the week, entering correction territory. The 10 year pulled off a little bit and closed at 1.76 percent. However oil continued to do well and finished the week up almost 7 percent. What other factors should you be paying attention to? Find out in this week’s market recap.

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Bootcamp Series: Generating Income

Tue, 18 Jan 2022 21:42:55 +0000

This entire month is the bootcamp series to help you achieve your financial goals for the new year. How do you create income in retirement especially since growing money at the bank is not possible anymore? What strategies should you be looking at so your money can make money? Find out in this week’s episode of Protect Your Assets

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Market Segment: Market Continues Bumpy Ride

Tue, 18 Jan 2022 21:42:32 +0000

Markets continue to move up and down as the new year continues as all major indexes finished in the red. Inflation and interest rates also continue to be the driving force of market volatility. Find out what you need to be looking out for in this week’s market recap.

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Bootcamp Series: Financial Fitness

Tue, 04 Jan 2022 21:35:50 +0000

With the start of a new year, is one of your goals to retire? It can be a challenge to achieve your goal of retirement or managing finances on your own. Well find out some easy things you can do this year to save more money in this episode of Protect Your Assets.

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Market Segment: Market Review for the Year

Tue, 04 Jan 2022 21:35:24 +0000

The markets overall did well for the year. 2021 was the sixth best year for US stocks since 1990 with a return above 25 percent for the S&P 500. Will this growth continue in 2022? Find out what you need to know in this week’s market recap.

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Fossil Fuels and Electric Vehicles

Mon, 13 Dec 2021 19:31:00 +0000

Are you considering purchasing an electric vehicle? When will electric vehicles replace those that use gas? How will energy consumption around the world dictate using either fossil fuels or renewable energy? Find out all this and much more in this week’s episode of Protect Your Assets.

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Market Stages Rally

Mon, 13 Dec 2021 19:29:00 +0000

The markets started the week down but finished the week strong as all major indexes were in the green. What is the fed going to do about inflation? Find out what you need to know about the economy in this week’s market recap.

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Will Inflation Shake Up the Markets

Mon, 22 Nov 2021 18:18:49 +0000

The Markets had an interesting week with the Dow finishing down, but both the Nasdaq and the S&P both finished up. Inflation seems to be on everyone’s mind, but how long will it stay? Find out what you need to know to look out for in this week’s market recap.

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Medicare Made Easy

Mon, 22 Nov 2021 18:18:00 +0000

Medicare can be a difficult thing to navigate in retirement. With rising health care rates and inflation, the cost can cause a lot of stress to those close to retirement. How do you make sure you can afford to pay for your health care needs? Well, find out how to save money when it comes to health care in this week’s episode of Protect Your Assets.

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8 Smart Money Moves to Make Before the New Year

Mon, 15 Nov 2021 19:22:59 +0000

2022—and tax day, April 15th—are just around the corner, and there are several smart money moves you should consider right now before the year is over to help save money on taxes. From checking your withholding and maximizing your retirement plan and HSA contributions, listen to eight tax tips that could save you money.

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The Results of the Stimulus Bill and Consumer Price Inflation Report

Mon, 15 Nov 2021 19:21:43 +0000

What does the stimulus bill mean for you in the markets? All that and more on this week's market report.

The S&P was up 0.3%. NASDAQ had a big drop and came back was off 0.7% for the week. The 10-year treasury finished at 1.57%, and oil is still over $80 a barrel. Stocks had a big drop, and most of the financial media said that it was the result of that hot consumer price index report. But that's not why the market dropped. Find out why on this week's episode.

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Financial Tricks Not Treats

Mon, 01 Nov 2021 21:06:00 +0000

The Markets had the best October since 2015. After a slight pullback in September, the markets rebounded to finish the month of October at all time highs. With the tax hikes seemingly pushed back, how long can the market stay at such high levels? Find out the answers in this week’s Market Recap.

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Markets Hits All Time Highs

Mon, 01 Nov 2021 21:04:00 +0000

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How To Ask Your Parents About Their Finances

Mon, 11 Oct 2021 20:22:09 +0000

Are you wondering if your parents are going to be okay financially? It can be a difficult conversation to have without seeming intrusive but it is important. How do you broach the subject? Find out seven questions to ask your parents about their finances in this episode of Protect Your Assets.

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Volatility In The Market

Mon, 11 Oct 2021 20:21:06 +0000

The market experienced some volatility this week but all major indexes finished the week slightly up. Oil and Natural Gas prices continue to rise. What else should you be paying attention to? Find out in this week’s market recap.

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Retirement Checklist

Tue, 21 Sep 2021 16:52:57 +0000

Retirement is one of the most important decisions in life. If you are thinking about retiring you must have a plan to avoid costly mistakes. Find out if you are ready by taking our checklist challenge in this week's episode of Protect Your Assets

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Markets Slow Down

Tue, 21 Sep 2021 16:52:53 +0000

The markets finished the week slightly off as all three major indexes finished the week down. How will increased tax rates impact the economy going forward? Find out what you should be looking out for in this week's market recap.

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How to Prepare for Retirement

Tue, 07 Sep 2021 16:29:24 +0000

If you are thinking about retiring within the next few years, you need to make some important decisions. There are so many factors to consider to make sure you maximize your money to make it last. Find out five important decisions you need to make before you retire in this week’s episode of Protect Your Assets.

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Market Stays Resilient

Tue, 07 Sep 2021 16:28:00 +0000

The Markets had mixed results this year and the 10 year treasury finished the week slightly positive. How will the latest jobs report affect the economy? All these things will be discussed by the Fed later this month. How should you prepare to make sure you can handle potential changes to our economy? Find out in this week’s market recap.

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What to Do with Old Retirement Plans

Mon, 30 Aug 2021 16:54:56 +0000

Life is busy and sometimes people forget or just don’t have time to figure out what to do with old 401k plans. Learn some strategies on how to reclaim your money and put it to work for you in this week’s episode of Protect Your Assets.

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Markets Hit All Time Highs

Mon, 30 Aug 2021 16:54:00 +0000

The markets continue to push higher as they continue to set new records. What factors may lead to changes in the current economy? Find out what you should pay attention to in this week’s market recap.

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Selling Your Business the Right Way

Mon, 23 Aug 2021 16:59:00 +0000

You may be considering selling your business and cash out? Odds are this will be one of the most important decisions in your life, and you need to have an exit strategy to avoid mistakes. Find out things you must consider before selling your business in this week’s episode of Protect Your Assets.

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Market Ends Week in the Red

Mon, 23 Aug 2021 16:58:00 +0000

The markets started strong but finished the week down with all major indexes in the red. The ten year treasury stayed flat again as it can be an indicator of trouble ahead. What else should you be paying attention to in the economy? Find out in this week’s market recap.

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Markets Momentum Continues

Mon, 16 Aug 2021 17:40:00 +0000

The markets had a good week with the Down and S&P 500 both finished up, while the Nasdaq finished slightly down. How will infrastructure spend approved by the Senate affect the market and your retirement? Find out what you need to know in this week’s market recap.

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Four Percent Rule in Retirement

Mon, 16 Aug 2021 17:40:00 +0000

The number one fear for retirees is running out of money. Many people recommend that you take out 4 percent per year from your retirement accounts and that you will be safe. However, can this strategy actually cause you to run out of money? Find out how the 4 percent rule could be the wrong plan for you in this week’s episode of Protect Your Assets

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How Could Prop 19 Change Your Retirement Plan

Mon, 09 Aug 2021 17:29:48 +0000

One of the biggest assets you will transfer to your family will be your real estate. How will the newly passed proposition 19 change your plans? Find out all the key information on how to navigate this new proposition in this week’s episode of Protect Your Assets.

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Markets Up Again

Mon, 09 Aug 2021 17:28:00 +0000

The Market finished the week in the green as all indexes as well as the 10 year were up. What should you be looking for in the weeks to come? Will the Delta Variant stop things in its tracks? Find out in this week’s market recap.

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Seven Deadly Sins of Retirement

Mon, 02 Aug 2021 16:18:00 +0000

Baby boomers have grown up through the biggest and most sustained economic boost in human history. However this does not mean that everything is smooth sailing. According to Barron’s, boomers are unprepared for retirement because of seven key factors. Find out what they are in this week’s episode of Protect Your Assets.

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Markets Push and Pull

Mon, 02 Aug 2021 16:17:00 +0000

It was an action packed week for the markets. Corporate earnings were reported, another fed meeting as well as a huge sell off in China. What else should you be paying attention to? Find out in this week’s episode of Protect Your Assets.

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Reviewing Your Retirement Plan

Tue, 27 Jul 2021 06:06:12 +0000

With the Delta Variant of Covid-19 causing a shakeup in the market this past week, will your retirement plan be sustainable? Even though the market finished at all time highs, eventually all good things come to an end. Find out how to make sure your financial future can handle all scenarios in this week’s episode of Protect Your Assets.

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Why is the Market Volatile?

Mon, 26 Jul 2021 16:13:21 +0000

Monday was a down big, with the Dow dropping over 700 points but ended up recovering to finish up slightly for the week. The ten year treasury is still dropping down a little over one percent and oil prices continue to rise. But what caused the market to drop so much on Monday? Find out why in this week’s market recap

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Estate Planning in Retirement

Mon, 12 Jul 2021 16:30:02 +0000

Do you have an estate plan that has the right documentation and is up to date? Without one your estate will be resolved in probate. This is a painful and expensive process that can be a nightmare for your family. Is a trust the right thing for your situation? Find out 5 estate planning myths that you should be aware of in this week’s episode of Protect Your Assets.

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Market Gains Continue

Mon, 12 Jul 2021 16:30:01 +0000

The markets managed to squeak out some gains this week. The ten year treasury finished slightly lower than last week. What is coming next? Find out what you need to know in this week’s market recap.

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Financial Freedom In Retirement

Tue, 06 Jul 2021 18:30:51 +0000

As we celebrate the Fourth of July, we should all consider your freedom to retire when, and how you want to. Are you confident that your money will last to live the lifestyle you worked so hard towards? Find out how to create your financial freedom in this week’s episode of Protect Your Assets.

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Another Good Week In The Markets

Tue, 06 Jul 2021 18:29:58 +0000

It was another good week for the markets as all indexes finished in the green. The price of oil continues but should you be looking at value? Find out what you should be paying attention to in this week’s market recap

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Annuities in Retirement

Mon, 28 Jun 2021 15:13:44 +0000

Annuities are one of the more controversial financial products out there. There are many dissenting opinions about annuities which can create confusion. How do you find out the truth? Find out five ways annuities may be beneficial to your retirement in this week’s episode of Protect Your Assets.

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Market Bounces Back

Mon, 28 Jun 2021 15:12:00 +0000

The market had a strong week compared to the previous week. All indexes finished in the green, and the price of oil keeps going up. What other factors continue to drive this market forward? How does the current state of the market affect bonds? Find out what you need to know in this week’s market recap.

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How To Invest When the Fed Changes Policy

Mon, 21 Jun 2021 18:21:00 +0000

The Fed recently released a new proposal to raise interest rates. What does this mean for you and your retirement? How should you be investing as things begin to change? Find out in this week’s episode of Protect Your Assets.

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Threat of Rising Interest Rates Shake Up Market

Mon, 21 Jun 2021 18:21:00 +0000

The dow finished over three percent in the red as the market reacted to the Fed’s newly proposed interest rate increase. What else should you be looking for? Find out in this week’s market recap

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Moving to a Different State After Retirement

Mon, 07 Jun 2021 15:19:31 +0000

Are you thinking of moving to a different state to save on taxes? You might be considering selling your home and taking advantage of all the equity, but which states should you consider? If you move without knowing all the taxes in that state, you may be taking a pay cut. Find out the states with the lowest tax rates compared to the highest in this week’s episode of Protect Your Assets.

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The Market's Outlook Still Strong

Mon, 07 Jun 2021 15:19:17 +0000

The market had a decent week, as all major indexes finished in the green. The weekly jobs report continues to show improvement as we continue to recover from the pandemic. What other factors should you be paying attention to that could impact the market? Find out all the information you need to know in this week’s market recap.

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Strong Week for the Market

Tue, 01 Jun 2021 16:11:28 +0000

The markets had a good week as the Dow, S&P500, and Nasdaq all posted gains. With the weekly jobs claim came out and was pretty good beating estimates. So the question continues, what is going to derail this market? Find what to look out for in the future in this week’s market recap.

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Higher Taxes on the Horizon

Mon, 24 May 2021 16:31:33 +0000

With the government spending so much money, it is almost a guarantee that taxes will increase. Will it dramatically change your retirement plans? Find out what you need to know in this week's episode of Protect Your Assets.

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Inflation and its Impact on the Market

Mon, 24 May 2021 16:30:00 +0000

It was a volatile week on wall streets. The S&P 500 and Dow Jones finished in the red while the Nasdaq finished up slightly. What should you be looking for in the economy going forward? Find out in this week’s market recap.

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Being Single in Retirement

Mon, 17 May 2021 16:50:28 +0000

Retirement planning for a single person could be more difficult because of having only one source of income. From divorce to being widowed, things can change quickly and you need to be able to react accordingly. It can be a daunting process, so get four tips on how to manage retirement in this week’s episode of Protect Your Assets.

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Markets React to Inflation

Mon, 17 May 2021 16:49:00 +0000

The markets saw some volatility due to inflation rearing its head. What factors contributed to this reaction in the economy? Find out in this week’s market recap.

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Thrift Savings Plan Mistakes

Mon, 10 May 2021 16:48:03 +0000

Do you work for the government or serve for your country? Well you have access to the retirement savings plan known as the Thrift Savings Plan, otherwise known as the TSP. However many people who do qualify often make decisions that cost them a lot of money. Find out the five most common mistakes and how to fix them in regards to the TSP in this week’s episode of Protect Your Assets.

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Will the Market Slow Down?

Mon, 10 May 2021 16:47:00 +0000

The market seems to keep going higher and higher. The major indexes finished this week in the green yet again. However could talks of inflation and an alarming jobs report slow down the market? Find out what you need to know in this week’s market recap.

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Should You Do a Roth Conversion?

Thu, 06 May 2021 21:01:52 +0000

The most tax laden asset for most people is their IRA or 401k. That leads most people to consider converting to a Roth IRA to avoid taxes. Well is that always the right thing to do? Find out five things to consider before you convert in this episode of Protect Your Assets.

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Market Slow This Week

Mon, 03 May 2021 15:20:25 +0000

The major indexes had a slow week, with the Dow and Nasdaq both finished slightly down. There was a lot of press about the GDP number, how should you interpret the news? The market doesn’t necessarily trade-off of the GDP even though the media focuses on it. What should you be looking out for going forward? Find out in this week’s market recap.

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Markets React to Potential Higher Taxes

Mon, 26 Apr 2021 15:46:04 +0000

All three indexes finished in the red this week after the Biden administration proposed an increase on capital gain taxes. What else might lead to other changes in our economy? Find out in this week’s market segment.

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Frequently Asked Questions in Retirement

Mon, 26 Apr 2021 15:46:02 +0000

There are so many factors in achieving a successful retirement. From pensions to taxes, there are a number of areas that retirees may not quite understand. Well find out the most frequently asked questions that we receive in this week’s episode of Protect Your Assets.

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Medicare and Retirement

Tue, 20 Apr 2021 22:41:59 +0000

Medicare is a very complicated aspect of your retirement. There are many different plans and with premiums on the rise, how can you know if you are doing things the right way? Find out 10 things you should know about Medicare in this week’s episode of Protect Your Assets.

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Markets Maintain Momentum

Tue, 20 Apr 2021 22:41:38 +0000

All Major indexes finished the week in the green yet again. The Dow crossed 34000 for the first time ever and the S&P is approaching 4200. What drove the market higher? Find out the answers in this week’s market recap.

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How to Avoid Running Out of Money in Retirement

Mon, 12 Apr 2021 16:47:00 +0000

Running out of money in retirement is number one worry for most retirees. How can you make sure your money lasts? Find out how to stress test your portfolio to see if your money is set up to go the distance in this week’s episode of Protect Your Assets.

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Markets Staying Strong

Mon, 12 Apr 2021 16:46:00 +0000

The markets had another great week with all indexes finishing up. As the economy reacts to services starting to take off again, what indicators should you be looking for going forward? Find out what you need to know in this week’s market recap.

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Required Minimum Distributions and Retirement

Mon, 05 Apr 2021 17:41:52 +0000

RMDs are a complicated and important aspect of your retirement plan. As rules change, how could that affect the impact RMDs have in your specific situation? Find out eight things you need to know about your RMD in 2021 in this week’s episode of Protect Your Assets.

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Markets Optimistic About Infrastructure Deal

Mon, 05 Apr 2021 17:41:00 +0000

The markets had a positive reaction to the two trillion infrastructure and spending plan. All indexes finished in the green, with the S&P leading the way as it surpassed 4000 for the first time ever. How will raising corporate tax rates affect the economy? Find out what you need to know in this week’s market recap.

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Safety in Retirement

Mon, 29 Mar 2021 16:52:53 +0000

How do you implement safety into your retirement plan? Can you balance safety with your ability to earn money in your retirement accounts? Find out five things you need to know in this week’s episode of Protect Your Assets.

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Markets Experiencing Volatility

Mon, 29 Mar 2021 16:51:10 +0000

The market was up and down throughout the week. Why is Tech continuing its downward trend? What does the latest jobless claims report mean for the economy? Find out what you need to know in this week’s market recap.

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Why is the Market Up?

Wed, 24 Mar 2021 21:33:56 +0000

Despite volatility the markets finished the week in the green. Chairman Powell spoke on Wednesday and the markets reacted well to what he had to say. Find out what else you should be looking for in this week’s market recap.

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Six Things to Teach Your Kids About Money

Mon, 15 Mar 2021 16:38:26 +0000

You often hear that starting or investing in a business when you are young is a good decision. While the experience is invaluable, how can you help your children invest or create a business successfully? Find out in this week's episode of Protect Your Assets.

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Markets Rebound

Mon, 15 Mar 2021 16:38:02 +0000

The markets had a great week with all indexes finishing in the green. This was all caused by the new stimulus that is now effective. As the vaccine continues to roll out, what else should you be looking for? Find out in this week’s market recap.

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Should Your Kids Own a Business?

Mon, 15 Mar 2021 16:37:00 +0000

They say that you should always let your kids invest in a business because its good experience. However this may not be the case. Find out how you can help your children through this process in this week’s “They Say” Segment.

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Five Fatal Retirement Mistakes

Mon, 08 Mar 2021 19:08:05 +0000

Unfortunately, generating income in retirement can be more complicated than you anticipate and can derail your retirement plans. These mistakes can be avoided if you know what they are and plan ahead. Find out what the five fatal retirement mistakes that people make and ways to avoid them in this week’s episode of Protect Your Assets.

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Markets Mixed This Week

Mon, 08 Mar 2021 19:07:00 +0000

Markets had mixed results this week. The S&P and Dow both finished slightly up but the NASDAQ finished negative. People are asking why tech keeps going down when rates are rising? Find out the numbers and the answers to your questions in this week’s Market Recap.

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How Many Ways Can You Take Social Security?

Mon, 08 Mar 2021 19:07:00 +0000

There are over three hundred ways to elect your Social Security benefit for couples. With that many options that can lead to some costly mistakes. Find out how and when to take your Social Security in this week’s “They Say Segment.”

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Volatility Shakes Up the Market

Mon, 01 Mar 2021 17:20:00 +0000

Wallstreet went for quite the ride this week. All major indexes finished negative with the Nasdaq dropping over four percent. What other economic factors should you be paying attention to? Find out all the answers in this week’s market recap.

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Should You Use a Credit Lock Service?

Mon, 01 Mar 2021 17:20:00 +0000

They say if you use a credit lock service, you are protected from scams and fraud. However is that always the best way to go about things? Find out the truth in this week’s “They Say” segment.

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Protecting Yourself From Frauds and Scams

Mon, 01 Mar 2021 17:20:00 +0000

Did you know that since the pandemic, you are more likely to be a victim to fraud or a scam? Americans lost around 50 billion to fraud and scams last year. As scammers continue to evolve, how can you protect yourself? Find out in this week’s episode of Protect Your Assets.

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Markets React to Rising Treasury Rates

Mon, 22 Feb 2021 17:21:43 +0000

Markets saw some reaction this week to the treasury raising rates. The Dow was up a small amount, but the Nasdaq and the S&P both finished in the red. Was this the beginning of a pull back from all time highs? Find out what key factors you need to pay attention in this week’s Market recap.

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Can You Avoid the RMD?

Mon, 22 Feb 2021 17:21:43 +0000

They say when you turn 72, you must take your required minimum distribution. Is that always true? Find out if there are any alternatives for you in this week’s “They Say” segment.

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Five Key Financial Dates in 2021

Mon, 22 Feb 2021 17:21:00 +0000

There are many key dates you need to meet in 2021. It is important to not overlook them in order to avoid costly mistakes that could impact your retirement. Whether it is healthcare choices, taking money from your retirement accounts, or taxes, they all require your due diligence. Find out the dates you need to know in 2021 in this episode of “Protect Your Assets.”

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Dating a Financial Advisor

Mon, 15 Feb 2021 18:15:37 +0000

The chemistry between you and your financial advisor is a crucial aspect of your retirement goals. Are you compatible? Do you see eye to eye? How do you make sure your advisor is the right person to help guide you through retirement? Find out the five key questions you need to ask any financial advisor before you work with them in this week’s episode of Protect Your Assets.

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Markets Continue to Rise

Mon, 15 Feb 2021 18:14:00 +0000

All major indexes finished the week in the green again. How much higher can you expect the market to go? Will more stimulus keep the economy on its current trajectory? Find out the answers you need to know in this week’s market recap.

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First Step in Retirement

Mon, 15 Feb 2021 18:14:00 +0000

They say hiring a financial advisor is the first step you should take in achieving your retirement goals. However this may be more complicated than you think. What is the difference between an advisor who is a fiduciary and one who is not? Find out what questions you should be asking in this week’s “They Say” segment.

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Markets Rebound

Mon, 08 Feb 2021 17:24:34 +0000

Stocks had a big week with all major indexes in the green. This comes from more stimulus and a budget plan which the markets liked. However is there any risk involved? What other economic factors should you be paying attention to? Find out in this week’s Market Recap.

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Protect Your Family From the Survivor Trap

Mon, 01 Feb 2021 17:27:46 +0000

What happens to your spouse and family after you pass away? There are many changes that occur when this happens, and one of the biggest are finances. There are three fundamental questions that you need to be able to answer to make sure you are prepared. Find out what they are in this week’s episode of Protect Your Assets.

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Volatility in the Market

Mon, 01 Feb 2021 17:27:44 +0000

This week the market saw volatility as retail investors banded together to short squeeze large hedge funds. All indexes finished the week in the red. What should you be looking out for in the future? Find out what you need to know in this week’s market recap.

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Taxes After a Spouse Passes Away

Mon, 01 Feb 2021 17:27:40 +0000

They say that when you pass away, your widower or widow could end paying much more in taxes. There are many factors that play into this such as social security, pensions, and more. Find out the truth so you can be prepared in this week’s “They Say” segment.

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Big Changes to Social Security and Medicare

Mon, 25 Jan 2021 23:47:00 +0000

Both social security and Medicare have some serious funding shortfalls. If things stand pat, both of these funds might run out of money sooner than you think. With President Biden announcing that changes are on the horizon what should you be looking out for? Find out all you need to know about Social Security and Medicare in this week’s episode of Protect Your Assets.

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Changes in Medicine

Mon, 25 Jan 2021 17:13:07 +0000

When you reach age 65, do you automatically get Medicare? Although that may be the case right now, the congressional budget office just said that the hospital insurance trust will run out of money in 2024. What does this mean for you and your Medicare? Find out the truth in this week’s “They Say” segment.

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Markets Momentum Change

Mon, 25 Jan 2021 17:12:00 +0000

All indexes finished the week in the green, with the NASDAQ leading the way. What areas should you be looking to get into and what areas should you avoid? What was the weekly unemployment number? Find out all the information you need to know in this week’s Market recap.

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Market Cycles and Your Portfolio

Mon, 18 Jan 2021 18:10:04 +0000

There have been many changes to begin the year 2021. There is a new president and congress, which could lead to some massive changes that could impact your retirement portfolio. With another stimulus most likely on the way, what does that mean for the economy? Find out 5 key areas that you should be watching within the markets and the economy overall in this week’s episode of Protect Your Assets.

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Technology in Your Portfolio

Mon, 18 Jan 2021 18:08:52 +0000

They say you should have technology in your portfolio, but what percentage is right for you? Find out where you may want to rebalance your portfolio in this week’s “They Say” segment.

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Markets Finish This Week Down

Mon, 18 Jan 2021 18:08:21 +0000

All indexes finished the week in the red, so what happened? Why has the course changed and are we potentially headed for a double dip recession? What does the proposed stimulus mean for interest rates? Find out all you need to know in this week’s market recap.

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Creating More Wealth in Retirement

Mon, 11 Jan 2021 20:11:48 +0000

In the second part of our Annual Bootcamp, we give you ideas on how to save and create more wealth for retirement. From the basics on how much to pay yourself, all the way to Roth conversions, there are many ways to take a step in the right direction. Find out what you can do in this week’s episode of Protect Your Assets.

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Do You Have to Take Your RMD at 72?

Mon, 11 Jan 2021 20:11:36 +0000

They say that you have to start taking your RMD, or required minimum distributions, once you hit the age of 72. However there are some ways to minimize, or even avoid your RMDs. Find out how in this week’s “They Say” segment.

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Markets at Record Highs

Mon, 11 Jan 2021 20:10:44 +0000

Stocks this week extended the rally and closed at all time highs as investors continued to bet on more aggressive stimulus following the democratic sweep in Georgia. What else should you be looking for. Find out if the four pillars of the rally are still intact in this week’s Market recap.

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Financial Fitness

Mon, 04 Jan 2021 17:19:36 +0000

In the return of our annual bootcamp series, learn how to get your financial act together for the start of a new year. What can you do to fine-tune your retirement plan? What traps should you avoid? Find all the answers in this week’s episode of Protect Your Assets.

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Markets Finish the Year in the Green

Mon, 04 Jan 2021 17:19:19 +0000

Despite the tumultuous year, all major indexes finished positive for the year. The Nasdaq alone finished up 43 percent. As we head into the new year, what major catalysts could shake up the market? Find out in this week’s market recap.

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Should You Set a Certain Number to Save for Retirement?

Mon, 04 Jan 2021 17:19:17 +0000

They say that you should set an annual goal to save for retirement. It may not be the right way for you to go about saving your money. Find out in this week’s "they say" segment.

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Markets Move Higher

Mon, 21 Dec 2020 17:21:08 +0000

Stocks moved higher this week as the Fed and Congress seemed to get their act together. How long will the Fed continue to provide fiscal support to the economy? How will the covid vaccine shape the markets in the future? Find out in this week’s market recap.--

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Four Questions to Answers Before You Retire

Mon, 14 Dec 2020 06:34:49 +0000

There are four key questions you need to answer before you retire. Do you have enough money to retire? Do you have an estate plan in order to be tax efficient in passing assets to family? Find out what you need to know in order to have a successful retirement in this episode of Protect Your Assets.

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Markets Chop Modestly Lower

Mon, 14 Dec 2020 06:33:53 +0000

The market finished negative for the week, albeit a small amount. With the news of the vaccine for covid being shipped out, what should you be looking for? Find out all the information you need to know in this week’s market recap.

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Sequence of Returns

Mon, 14 Dec 2020 06:33:00 +0000

Some financial firms say you can withdraw a certain percentage from your retirement accounts without worry. However this can lead to some serious problems for your income in retirement. Find out the truth in this week’s “They Say” segment.

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Roth Conversion 101

Mon, 07 Dec 2020 17:26:54 +0000

Many people think that converting your IRA to a Roth IRA is a no-brainer because of low tax-rates. However there are some key factors to weigh into your decision before you act. Find out 5 reasons why you may not want to do a conversion in this episode of Protect Your Assets.

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Should You Convert Your IRA to a Roth IRA?

Mon, 07 Dec 2020 17:26:48 +0000

Should you convert your IRA to a Roth IRA because of the low tax rates? There are some red flags you should look out for before you make a decision. Find out the truth in this week’s “They Say” segment.

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Markets Continue to Rise

Mon, 07 Dec 2020 17:26:46 +0000

All indexes finished the week in the green. With another stimulus driving optimism what important facets of the economy should you be focusing on? Find out all the answers in this week’s market recap.

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Social Security 101

Mon, 30 Nov 2020 17:24:01 +0000

Social security is a very complicated aspect of your retirement. Did you know that there are over 1300 ways to claim it? Find out what you need to know to maximize your benefit in this episode of Protect Your Assets.

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Is Your Social Security Taxed?

Mon, 30 Nov 2020 17:23:00 +0000

They say you don’t have to pay taxes on your social security income, because you already did when you earned it? Is this true? Find out the truth in this week’s “They Say” segment.

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Markets November to Remember

Mon, 30 Nov 2020 17:23:00 +0000

The market finished positive across all indexes for the week. We currently experienced the best November since 1928 for the economy. The Dow crossed 30,000 for the first time in history. Does this mean it may be time to sell? Find out all the answers in this week’s market recap.

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Six Ways the Pandemic Can Help Your Retirement

Mon, 23 Nov 2020 20:31:00 +0000

The lock-downs caused by the Coronavirus have been stressful and taken a toll on everyone. But did you know that there are positive things to take away from it? You could even consider it a practice run when you retire. Find out 6 ways you could benefit from the current state of things in this week’s episode of Protect Your Assets.

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Markets Finish Flat

Mon, 23 Nov 2020 17:58:38 +0000

There wasn’t much movement within the markets this week. What were the contributing factors? How will manufacturing data affect the market? Find out all the answers in this week’s market recap.

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Keeping Cash

Mon, 23 Nov 2020 17:58:00 +0000

Cases of Covid on the rise again and lockdowns are being reinstated across the country. Does this mean that you should be holding cash? Find out in this week’s “They Say” segment.

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Institutional Funds with Specific Brokerage Firms

Mon, 16 Nov 2020 17:41:14 +0000

They say that you can only get specific institutional funds with certain brokerage firms. Is this true? Find out the truth in this week’s “They Say” segment.

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Managing Your Time in Retirement

Mon, 16 Nov 2020 17:41:00 +0000

How much time will you have for yourself in retirement? Often times people spend more time on finances in retirement than they think. In this episode of Protect Your Assets we will give you 5 tips for better time management when you retire.

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Markets on the Rise

Mon, 16 Nov 2020 17:40:00 +0000

Markets had another strong week. Pfizer’s announcement of a potential vaccine for Covid-19 led to overall optimism in the financial sector. What other factors should you be looking for as key indicators? Find out the answers in this week’s market recap.

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Markets Strong Rally Before Election Results

Mon, 09 Nov 2020 17:20:30 +0000

The Markets had a very strong week in anticipation of the presidential election. What factors led to this positive rally? Find out the answers you need to know in this week’s market recap.

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Planning Ahead for Your Health

Mon, 09 Nov 2020 17:19:49 +0000

Most people do not plan for if and when they are going to need healthcare. Whether that is at home or in a nursing facility, you need to make sure that you communicate your plan to those who will help you throughout the process. Find out how to start the conversation in this week’s “They Say” segment.

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Planning for Healthcare

Mon, 09 Nov 2020 17:19:09 +0000

In this episode of Protect Your Assets, we go over some key components to coming up with a plan if and when you need care. Find out tips on starting the right conversations and how to let your loved ones know what to do in case something happens to you.

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Halloween Special

Mon, 02 Nov 2020 18:11:20 +0000

In this episode of Protect Your Assets we go over 5 tricks that can negatively affect your retirement. From revenue sharing to not looking at your taxes, find out some of the ways you can get bad advice for your specific situation.

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Financial Advisors and Revenue Sharing

Mon, 02 Nov 2020 18:11:08 +0000

Sometimes advisors recommend certain products for your portfolio. However these advisors can be taking part in revenue sharing, where they make money based on selling that product to you even if its not the best for your situation. Find out what you should look out for to avoid this trick in this week’s “They Say” segment.

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Market Down Again

Mon, 02 Nov 2020 18:10:00 +0000

The market had a rough week with all three major indexes were negative. With rising concern of another Covid lockdown, what indicators should you be looking for? Find out in this week’s market recap.

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Markets Slow Down

Wed, 28 Oct 2020 22:02:29 +0000

The Markets were relatively flat this week. With the election looming should you be adding stocks to your portfolio? Find out all the answers to your market questions in this week’s recap.

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Navigating Divorce

Mon, 19 Oct 2020 20:03:14 +0000

Did you know that the highest rate of divorce is among those who are over 50 years of age? This can be a slow painful process and you need to plan ahead in order to make sure you are prepared for the next stage in your life. Find out essential information in this episode of Protect Your Assets.

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Have the Markets Plateaued?

Mon, 19 Oct 2020 20:02:00 +0000

The markets finished up slightly for the week. However with earning seasons coming and a potential second wave of Covid-19, could economic growth stall? Find out in this week’s market segment.

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Are assets always split 50/50 in a Divorce?

Mon, 19 Oct 2020 20:02:00 +0000

Divorce can be a painful process when it comes to splitting assets. However they say that each spouse gets 50 percent. Is this true? Find out in this week’s “They Say” segment.

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How Much Can You Put into a Retirement Account?

Mon, 12 Oct 2020 16:27:46 +0000

They say that you can only put a certain amount of money into your retirement accounts. Is this true? How can you shelter your income from the dreaded tax-man? Find out in this week’s “They Say” segment.

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Tax Strategies for Retirement

Mon, 12 Oct 2020 16:27:00 +0000

There are many different ways to shelter your income before they are subject to taxes. How can you take action before possible changes due to the upcoming election? Find out how to save hundreds of thousands of dollars in this episode of Protect Your Assets.

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Strong Week for the Market

Mon, 12 Oct 2020 16:26:00 +0000

The major indexes all had a strong week. What effect will another potential stimulus have upon the economy? How will the latest jobless claims move the market? Find out all the answers in this week’s market recap.

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Dating Retirement

Mon, 05 Oct 2020 16:43:42 +0000

Retirement is one of the most important decisions in someone’s life. Before you pull the trigger there are way’s to “date” retirement. You can test drive different aspects to gain a better understanding of how to create the retirement you’ve always wanted. Find out all the ways to plan ahead in this week’s episode of Protect Your Assets.

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The Market Gains Momentum

Mon, 05 Oct 2020 16:42:00 +0000

All the major indexes finished up slightly for the week. How will the President’s covid-19 diagnosis possibly affect things? What data is important to take in consideration related to the economy? Find out in this week’s market recap.

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How to Spend Time in Retirement

Mon, 05 Oct 2020 16:42:00 +0000

They say that income is the most important aspect to retirement. However, one thing that gets overlooked is how you will spend your newfound free time. Find out several ways to fill the void in this week’s “They Say” Segment.

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Will the Market Continue to Slide?

Mon, 28 Sep 2020 18:05:52 +0000

The indexes are continuing to slump as two of the three finished negative for the week. How would a second wave in the coronavirus affect the economy? Find out crucial information about the market in this week’s recap.

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5 Times to Review Your Retirement Plan

Mon, 28 Sep 2020 18:05:47 +0000

How often do you review your retirement plan? Oftentimes people do not adjust their retirement when things change accordingly. In this episode of Protect Your Assets, we go over 5 times when you should take a look at your retirement plan to make potential changes.

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How Often Should You Review Your Retirement Plan?

Mon, 28 Sep 2020 18:05:00 +0000

They say that you only need to make adjustments to your retirement plan when major changes happen. Is this true? Find out the truth in this week’s “They Say” segment.

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Procrastination

Mon, 21 Sep 2020 16:13:24 +0000

Every person experiences that procrastination feeling from time to time. Have you thought about how it can effect your retirement? Do you wonder if it is time to sell stocks? Do you find yourself hesitating to make decisions because of the tax ramifications? Find out the 5 key mistakes most people make by not pulling the trigger in this week’s episode of Protect Your Assets.

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Don't Let the Tax Tail Wag the Investment Dog

Mon, 21 Sep 2020 16:09:00 +0000

There are many tax ramifications when you sell stock.. When should you be looking to take chips off the table? Find out how to be tax efficient when its time to sell stocks in this week’s “They Say” segment.

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Will the Market Keep Going Down?

Mon, 21 Sep 2020 16:09:00 +0000

All indexes finished the week slightly negative. Are we headed for a double dip recession? How is the housing market going to react to the economy? Find out the key factors to look for in this week’s market recap.

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What to do with Bonds

Mon, 14 Sep 2020 16:46:50 +0000

When you get ready for retirement should you buy municipal bonds? Are they always the right decision because they are typically regarded as safe? There are key indicators to help you reach the right decision. Find out the truth about bonds in this week's "They Say" segment.

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Markets Continue Downward Trend

Mon, 14 Sep 2020 16:46:28 +0000

All major indexes finished the week negative yet again. What were the underlying factors that contributed to this result? Also what should you be looking for next week? Find out the need to know in this weeks market segment.

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How Will the Election Impact the Market?

Mon, 14 Sep 2020 16:46:00 +0000

Do you know how the election will effect the economy? There are many past indicators that can help you decide what moves to make in your portfolio. Does it matter if a democrat or republican are elected into office? How have bonds reacted to past elections? Find out all the answers and more in this episode of Protect Your Assets.

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7 Ways to Improve Life Satisfaction in Retirement

Tue, 08 Sep 2020 16:25:11 +0000

Most people worry about running out of money in retirement. However most retirees say that is only half of what they worry about. The other half wonders how do you maintain a sense of fulfillment and happiness? In this episode we go over 7 key elements to enjoying your retirement beyond money itself.

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Is the Market Rally Over?

Tue, 08 Sep 2020 16:24:00 +0000

All major indexes finished negative for the week, with big tech caps getting slammed. What were the factors that caused this to happen? What are the latest unemployment numbers? Find out key information in this week’s Market Recap.

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Working After Retirement

Tue, 08 Sep 2020 16:24:00 +0000

Most people are not sure what to do after they retire. Some choose to keep working, but there are other ways to spend your time and gain a sense of fulfillment. Find out what you can do in this weeks “They Say” segment.

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10 Tips to Make Your Money Last in Retirement

Mon, 31 Aug 2020 16:06:22 +0000

Do you know where you will get your income in retirement? Will your money last throughout your retirement years? This is the number one concern of those who are retired or considering retirement. In this episode of Protect Your Assets, we give you 10 things to avoid to not run out of money during your retirement.

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Markets Continue Upward Trend

Mon, 31 Aug 2020 16:05:00 +0000

All major indexes had yet another strong week of gains. US and Chinese officials met this week which had a positive effect upon the economy. What other factors contributed to the strong numbers? Find out in this week’s market recap.

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Should You Diversify Your Income in Retirement?

Mon, 31 Aug 2020 16:04:00 +0000

Most people say that diversifying your income in Retirement is a good thing. It all depends on where you are going to pull income from. Find out the answers you need to know about diversification in this week’s “They Say” segment.

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Four Options For Your 401k

Mon, 24 Aug 2020 16:32:43 +0000

Have you recently been offered a package from your company asking you to leave or retire? There are many companies doing this to employees in order to save money. Oftentimes people accept them without figuring out if it is a good decision or not. Find out four options to consider regarding your 401k after you leave your job in this episode of Protect Your Assets.

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401k Rollover Basics

Mon, 24 Aug 2020 16:32:00 +0000

They say you should always roll over your 401k plan to an IRA if you leave your job. Is this true? Find out what you should do with your 401k in this week’s “They Say” segment.

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Markets Still on the Rise

Mon, 24 Aug 2020 16:32:00 +0000

The market set some new records this week yet again. What did the weekly jobs data impact the economy? Are stocks overvalued and what should you be looking out for? Find out in this week’s market segment.

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"Fake" Financial News

Mon, 17 Aug 2020 17:19:14 +0000

Do you get overwhelmed with all the financial studies and articles that supposedly affect your retirement? With the way news and information is presented in the modern age some people may fall victim to sensationalized information. However, there are many ways to figure out if these articles have information that is to be taken seriously or not. Find out seven ways to decipher if you are looking at "fake" financial news in this episode of Protect Your Assets.

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Will the Markets Keep Moving Forward?

Mon, 17 Aug 2020 17:18:00 +0000

The major indexes had yet another good week. This was driven by the economic data to show whether or not the economy is going to pause or keep moving forward. What were the contributing factors? Find out in this week's market recap.

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Red Flags in Financial Data

Mon, 17 Aug 2020 17:17:00 +0000

What should you do when you read an study about the economy or finance? What should you be looking for when deciding how to interpret the data given? Find out the red flags to watch out for when reading news and articles in this week's "They Say" segment when it comes to your retirement goals.

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Roth Conversion 101

Mon, 10 Aug 2020 17:15:42 +0000

Are you considering a Roth Conversion from your IRA or 401k? There are many things to make sure you know before you do. Find out the positive and negative aspects of a conversion into a Roth IRA in this episode of Protect Your Assets.

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Converting Your 401k into a Roth

Mon, 10 Aug 2020 17:15:00 +0000

"They say" that you should convert as much of your 401k or Ira into a Roth Ira because it is a no-brainer. Is this true? Find out the truth in this week's "They Say" segment.

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Markets Gain Despite no Stimulus

Mon, 10 Aug 2020 17:15:00 +0000

The Markets had another good run this week. How and why did this happen even though another stimulus bill did not pass? Find out in this week's market segment.

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Why is the Market Up?

Mon, 03 Aug 2020 17:06:00 +0000

The major indexes ended the week positive. What did Federal Chairman Powell have to say about the rates? Will the super cap tech stocks strong earnings reports keep the economy going? Find out what you should be looking out for in this week’s market recap.

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Annuities and Your IRA

Mon, 03 Aug 2020 17:05:00 +0000

They say you should not buy an annuity in your IRA because your IRA is already tax deferred. Find out the truth in this week’s “They Say” segment.

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The ABCs of Annuities

Mon, 03 Aug 2020 17:05:00 +0000

Do you have an annuity or are you thinking about getting one? There are many different types as well as key aspects to know before you include one into your retirement plan. Find out about all things annuities in this episode of Protect Your Assets.

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Retirement Checklist Challenge

Mon, 27 Jul 2020 17:19:00 +0000

Take the PYA Retirement Checklist Challenge! Do you have the right estate plan? Where are you going to get your income in retirement? How can you best manage taxes in the next phase? In this episode find out where you stand in achieving your dream retirement.

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Is the Market Rally Over?

Mon, 27 Jul 2020 17:18:00 +0000

Is the rally over? All major indexes all ended up negative for the week. What are the key factors contributing to this downturn? Find out what you need to know in this week's market segment.

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Estate Plan Protocol

Mon, 27 Jul 2020 17:17:00 +0000

When you finish your estate plan does that mean you are done and can walk away? Find out in this week's "They Say" segment.

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Medicare Mysteries and Mishaps

Mon, 20 Jul 2020 05:05:00 +0000

When you reach the age 65 you have become eligible for medicare. It is known that it can be a confusing thing to take on so what should you be looking out for? In this episode of Protect Your Assets we go over all things Medicare.

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Navigating Nursing Facility Costs

Mon, 20 Jul 2020 05:04:00 +0000

Do you have family in a nursing facility and are named the power of attorney? If healthcare costs are coming out of your pocket find out what "They Say" in this week's segment.

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Market’s Response to Earnings Season

Mon, 20 Jul 2020 05:04:00 +0000

Find out how the major indexes performed this week as earnings seasons continues. Is there a new vaccine for covid-19 and how will that affect the economy? Find out all the answers in this week's market segment.

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Last Minute Tax Tips

Mon, 13 Jul 2020 17:22:00 +0000

If you have not filed taxes yet, find out some of the strategies still available to you. Learn about how to inform your kids on how to be successful with business and finances. How would you deal with a sudden change of health and its impact upon the rest of your family? Get all the answers in this week's episode of Protect Your Assets.

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Teaching Finance to Family

Mon, 13 Jul 2020 17:20:00 +0000

Do your children have any interest in your business or finance? Tune into this week's "They Say" segment to find out good ways to get your kids to learn about finances and running a business.

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Why Markets Continue to Rise Despite Covid-19

Mon, 13 Jul 2020 17:19:00 +0000

How does the market keep gaining momentum despite the increase in cases of the coronavirus? Find out in this week's market segment.

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The Market Sets New Highs

Mon, 06 Jul 2020 18:31:00 +0000

A look into the major indexes and more as new cases and reports of Covid 19 may lead to another lockdown. Is the real estate market going to rebound? what is the state of Manufacturing? Find out all the answers in this weeks Market Series.

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Financial Freedom

Mon, 06 Jul 2020 18:31:00 +0000

Do you have the financial freedom to retire when you want to and make it last? Go through all the facts and weigh your options with the PYA Retirement checklist in this episode of Protect Your Assets.

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How Long Will You Be in Long Term Care?

Mon, 06 Jul 2020 18:31:00 +0000

Do you know the average stay for a Long Term Care? See what "They Say" and if its true or not!

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Social Security Strategies and Pitfalls

Mon, 29 Jun 2020 19:19:00 +0000

Tune in to learn how to pick up an extra $100,000 in retirement income. Find out how to maximize your social security and to learn about potential mistakes people can make when collecting their benefit.

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Social Security Tax Myths

Mon, 29 Jun 2020 18:19:00 +0000

Is Social Security Taxed? This week’s “They Say” uncovers the myth that you don’t have to pay taxes on your SS income benefits because that would be double taxation.

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How is the Market Performing so Well?

Mon, 29 Jun 2020 16:19:00 +0000

Why is the market behaving the way that it is given everything that’s happened with Coronavirus? We look at some of the unpredictable market events in light of Covid-19 and trends in the retail and durable goods sectors. We discuss unemployment, cases by state, a vaccine and how news is impacting the markets.

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Why is the Market Up?

Mon, 22 Jun 2020 19:45:00 +0000

The market ended up positive for the week. Find out the reasons why in this week’s market recap.

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What You Need to Know About Variable Annuities

Mon, 22 Jun 2020 19:45:00 +0000

Is buying a variable annuity for retirement always a good idea?

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It's Not If

Mon, 22 Jun 2020 19:45:00 +0000

Find out 3 helpful secrets that your family can use when your health fails.

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Using Multiple Financial Advisors

Mon, 15 Jun 2020 16:41:00 +0000

Is it a good idea to spread your money around to different financial managers? Find out in this week's "They Say" segment.

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Should I Retire Early?

Mon, 15 Jun 2020 16:41:00 +0000

Are you hoping to retire sooner rather than later? Find out 5 things to do before you retire so can live the life you want to!

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Why Did the Market See Volatility?

Mon, 15 Jun 2020 16:40:00 +0000

Volatility continues in the major indexes in the past week. How will the Coronavirus continue to shape the economy? What is the Fed saying about the current state of events? Find out in this week’s market recap.

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Markets End in the Green

Mon, 08 Jun 2020 20:43:00 +0000

All major indexes ended the week in the green. Oil continues to move in the right direction. What else happened in the market this week. Find out in this week’s market recap!

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Big Corporations Blocking Investment Advice?

Mon, 08 Jun 2020 20:42:00 +0000

Do you work for a big corporation such as Oracle, Lockheed, or Intel? Find out what "they say" in this weeks segment

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The Nine

Mon, 08 Jun 2020 07:09:00 +0000

9 Types of People You’ll Encounter in Retirement There are numerous surveys and studies that have been performed on how people approach and live in retirement. When you zoom out, you can see that there are several different types of people you will encounter during your ‘golden years’ – some you want to be like and others you would rather avoid. The key is, they all can provide lessons for living a fulfilling retirement – and today David Hollander shares The 9 Types Of People You’ll Encounter in Retirement and What You Can Learn From Them.

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Reset 401k Now

Mon, 08 Jun 2020 07:07:00 +0000

Do you work for a large company such as Oracle, Lockheed, Intel, or even Visa? Find out how to maximize your 401k and reset things in your favor in this week’s episode of Protect Your Assets.

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Withdrawing from Retirement Account

Mon, 01 Jun 2020 20:42:00 +0000

How much can you withdraw from your retirement accounts to cover your expenses when you retire? Tune into this week's "they say" segment to get the answers.

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Markets Rally Again

Mon, 01 Jun 2020 20:42:00 +0000

Markets rallied yet again this week. How will the data from China effect the technology sector? Find out what you should be looking out for in the economy in this week’s Market segment.

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Can You Retire?

Tue, 26 May 2020 16:49:00 +0000

Can you afford to retire? Many rely on online tools to come up with an answer but are they reliable? How can you get the analysis you need to make sure you can cover your expenses? In this episode get a step by step guide in order to come up with a realistic estimate of much money you are going to need to retire.

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Markets Still Going Strong

Tue, 26 May 2020 16:48:00 +0000

The markets ended positive for the week. While the market continues to rally what should you be looking out for? Get your questions answered in this week’s segment.

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4 Percent Rule and Your Expenses

Tue, 26 May 2020 16:47:00 +0000

Can you withdraw 4 percent from your retirement accounts to live off of and not run out of money?

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Why did the Markets Finish Down?

Tue, 19 May 2020 00:09:00 +0000

The markets ended the week negative despite historic action from the Fed. What economic indicators should you be looking at? Tune into this week’s market segment to find out.

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Withdrawal Rates from Your Retirement Accounts

Tue, 19 May 2020 00:08:00 +0000

Find out when you have to make your quarterly estimated tax payments due to the changes caused by Covid-19 in this week’s “They Say” segment.

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4% of What Now?

Tue, 19 May 2020 00:08:00 +0000

The number one fear of those in retirement is running out of money. For the longest time many people think that the 4 percent rule withdrawal rate to not run out money. Listen to this episode of Protect Your Assets to find out how this 4 percent rule can ruin your retirement.

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5 Things to Know for 2020 Tax Time

Tue, 12 May 2020 05:00:00 +0000

How can you use the new tax relief law to keep more money in your pocket? What can you do if you have already filed your taxes? Can you add money to IRA or HSA later this year? Get all the answers to your tax questions in this episode of Protect Your Assets.

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Tax Changes due to Coronavirus

Tue, 12 May 2020 04:57:00 +0000

2020 Income Tax Payments?

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Markets Response to Jobs Report

Tue, 12 May 2020 04:56:00 +0000

All major indexes were positive for the week. How does the economy continue to recover despite one of the worst jobs report in history? Find out the answers to your questions in this week’s market segment.

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How Does the Stimulus Change Unemployment?

Mon, 04 May 2020 16:47:00 +0000

Do you know how much of an increase in unemployment benefits you can claim under the Stimulus Care Package? Tune in to find out what “They Say.”

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Markets Continue Downward Trend

Mon, 04 May 2020 16:47:00 +0000

The Markets finished down for the second week in a row but is it as bad as it seems? How much have the major indexes recovered in the month of April? What effect will the Jobs report have on the economy? Find out in this week’s market segment.

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The Unemployment Boat

Mon, 04 May 2020 16:46:00 +0000

What will you do if you get laid off or furloughed? Find out how to claim your benefits to make sure you can keep you and your family financially healthy. Tune into this episode of Protect Your Assets for a step by step guide on how to get back on track.

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4-25 Strategies for Risk Adverse Investors

Mon, 27 Apr 2020 17:23:58 +0000

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4-25 Market Series

Mon, 27 Apr 2020 17:23:00 +0000

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4-25 "They Say"

Mon, 27 Apr 2020 17:22:00 +0000

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4-11 A Retirement for Us

Mon, 13 Apr 2020 18:09:54 +0000

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4-11 They Say

Mon, 13 Apr 2020 18:08:21 +0000

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4-11 Market Series

Mon, 13 Apr 2020 18:07:00 +0000

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4-4 Are You Smarter Than an Eighth Grader?

Mon, 06 Apr 2020 16:44:06 +0000

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4-4 "They Say" Turkey Sandwich?

Mon, 06 Apr 2020 16:42:00 +0000

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4-4 Market Segment

Mon, 06 Apr 2020 16:41:17 +0000

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3-28 Keeping America Strong

Sun, 29 Mar 2020 23:28:48 +0000

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3-28 PYA Market Segment

Sun, 29 Mar 2020 23:28:28 +0000

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3-28 'They Say' Drain My IRA Before 85?

Sun, 29 Mar 2020 23:28:00 +0000

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3-21 Market Series

Mon, 23 Mar 2020 15:22:00 +0000

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3-21 "They Say"

Mon, 23 Mar 2020 15:22:00 +0000

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3-21 Am I Going to be Okay?

Mon, 23 Mar 2020 15:21:00 +0000

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3-14 Five Ways to Play Defense in a Bear Market

Mon, 16 Mar 2020 06:37:32 +0000

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3-14 Market Series

Mon, 16 Mar 2020 06:37:03 +0000

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3-7 The President vs. The Stock Market

Mon, 09 Mar 2020 05:57:42 +0000

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3-7 PYA Market Series

Mon, 09 Mar 2020 05:55:00 +0000

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2-29 Bear Market vs. Market Correction

Mon, 02 Mar 2020 04:37:00 +0000

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2-29 PYA Market Series

Mon, 02 Mar 2020 04:35:01 +0000

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2-15 Retirement is Expensive

Mon, 17 Feb 2020 05:42:00 +0000

You know how they say kids are expensive? Well, that’s true, but retirees can be expensive too! Today we are going to help you better plan and prepare for spending more money In retirement than you expected. Between travel, fitness, utilities, and giving, retirement may cost you more than expected!

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1-25 Retirement Bootcamp Week 4 - Millionaire Habits

Tue, 04 Feb 2020 17:15:00 +0000

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2-3 8 Smart Moves To Make Sure You Have Enough Money In Retirement

Tue, 04 Feb 2020 16:44:00 +0000

Are you hoping to retire early? Do you want to retire on time and avoid being forced into going back to work? Make sure you have enough money in retirement to live on, keep it tuned here as we discuss 8 Smart Moves To Make Sure You Have Enough Money In Retirement. Don’t miss a single second!

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2-1 PYA Market Series

Tue, 04 Feb 2020 16:44:00 +0000

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1-18 PYA Market Series

Mon, 20 Jan 2020 07:18:00 +0000

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1-11 Retirement Bootcamp Week 2 - The Secure Tax Act

Tue, 14 Jan 2020 01:51:00 +0000

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1-11 Market Segment

Tue, 14 Jan 2020 01:49:58 +0000

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1-4 Bootcamp Week 1 – Smart Secrets

Mon, 06 Jan 2020 18:11:12 +0000

Listen close as David unveils smart money secrets that he has learned from some of his most successful clients.

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1-4 Market Segment

Mon, 06 Jan 2020 18:11:00 +0000

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12-28 Ready for the New Year

Sat, 28 Dec 2019 21:52:28 +0000

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12-28 Market Segment

Sat, 28 Dec 2019 21:51:36 +0000

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12-14 Sandman Story Hour

Tue, 17 Dec 2019 16:59:07 +0000

Sit down, relax, and listen as The Sandman takes you though to some of the most interesting stories of the week. There is always a lesson to be learned!

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12-7 Year End Smart Money Moves

Mon, 09 Dec 2019 22:43:15 +0000

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12-1 How To Play Defense With Your Retirement Portfolio

Tue, 03 Dec 2019 21:01:13 +0000

Don’t go into the next market crash blindfolded! Tune in for the entire show as share “How To Play Defense With Your Retirement Portfolio.”

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11-23 RMD Tips and Tax Saving Moves

Tue, 26 Nov 2019 00:07:16 +0000

It’s that time of year when you are forced to withdraw money from your 401(k) and IRA retirement accounts and pay tax on them…that’s right, it’s RMD time. The laws surrounding Required Minimum Distributions are complex and one wrong move can cause you massive penalties and taxes!

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11-16 The BIG 6 Costly Medicare Mistakes & How to Avoid Them

Mon, 18 Nov 2019 23:54:36 +0000

On today’s show we’re going to continue helping you avoid some very common financial blunders – this time with your Medicare insurance plan. For instance, did you know that buying the same Medicare Part D plan as your spouse can be an expensive mistake? Did you know that if you make certain financial moves your Medicare premiums can skyrocket? Oh boy oh boy, there’s so many ways to make costly mistakes with your Medicare insurance – the good news is that you don’t have to make them IF you know what to look out for!

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11-9 Mistakes You Must Avoid With Your Retirement Income

Mon, 11 Nov 2019 16:24:56 +0000

On today’s show we’re going to share how to avoid some common and costly mistakes that people make with the most critical part of their retirement: their income plan. That’s right, from not addressing taxes, to withdrawing funds incorrectly, to paying too much in fees…there’s lots of ways to “botch” the best years of your life in retirement and we want to help save you from making these avoidable mistakes! So stay glued for the entire program as we share 4 Mistakes You Must Avoid With Your Retirement Income!

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10-26 Tricks Not Treats

Tue, 29 Oct 2019 16:30:01 +0000

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10-19 One Hundred Days of Darkness

Wed, 23 Oct 2019 05:44:29 +0000

David Hollander, The Sandman℠, helps his listeners sleep well at night because they know their assets are protected. Financial and investment services offered through Liberty Wealth Management & Liberty Group LLC.

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10-12 Retirement is Expensive

Mon, 14 Oct 2019 18:19:09 +0000

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9-21 A Required Minimum Distribution

Wed, 25 Sep 2019 22:48:17 +0000

A required minimum distribution (RMD) is the amount of money that must be withdrawn from a traditional, SEP, or SIMPLE IRA account by owners and qualified plan participants. Tune in for ways to take control!

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9-14 Stories From the Week

Wed, 18 Sep 2019 22:25:04 +0000

In this episode of Protect Your assets, David shares some of the most interesting stories from the week.

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9-7 How to Design a Retirement That Keeps You Both Happy

Mon, 09 Sep 2019 21:02:49 +0000

Today’s show will be really important to you if you have someone special in your life. Are you married? Thinking about getting married? Or happily living with your life partner? Well, today our show is dedicated to couples…why? Because one of the most common disagreements and conflicts between couples has to do with money, so keep it tuned for the entire hour as we help you learn How To Design A Retirement That Keeps You Both Happy!

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8-31 Annual 401k Checkup

Tue, 03 Sep 2019 17:11:22 +0000

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8-24 - Financial Wisdom from the Founding Fathers

Mon, 26 Aug 2019 04:30:40 +0000

If you love America and what our founding fathers created for us then you will love what David Hollander has in store for you! This week we examine what the founding father’s wisdom can still teach us today about how to manage our money better.

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8-10 Volatility Preparedness Kit

Thu, 15 Aug 2019 17:35:31 +0000

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7-20 How to Prepare for Market Correction

Tue, 23 Jul 2019 04:36:54 +0000

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7-13 Set in Stone

Mon, 15 Jul 2019 17:01:02 +0000

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7-6 Money & Tax Saving Strategies for Business Owners Part 2

Mon, 08 Jul 2019 04:49:18 +0000

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6-29 Money & Tax Savings Strategies for Business Owners Part 1

Mon, 01 Jul 2019 08:17:48 +0000

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6-22 Racing to Retirement 2019

Mon, 24 Jun 2019 18:08:06 +0000

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6-15 How to Inherit a 401(k) the Right Way

Mon, 17 Jun 2019 05:26:43 +0000

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6-8 Six Things Retirees Should Never Carry In Their Wallet Or Purse

Tue, 11 Jun 2019 06:49:15 +0000

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6-1 Who Wants to Be a Millionaire

Mon, 03 Jun 2019 04:40:27 +0000

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5-25 Hit the Reset Button on Your 401k

Sat, 25 May 2019 21:56:10 +0000

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5-20 Five Ways to Prepare For a Financial Emergency

Mon, 20 May 2019 18:20:32 +0000

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5-13 What Pension Buyout Option is Right for You

Tue, 14 May 2019 00:00:16 +0000

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5-6 The 5 Deadly Sins of Retirement Planning

Mon, 06 May 2019 17:36:43 +0000

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4-20 How Retirement Has Evolved Over 25 Years

Tue, 23 Apr 2019 17:24:33 +0000

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4-13 IRS Surprise

Mon, 15 Apr 2019 06:51:34 +0000

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4-7 The Biggest Mistake Everyone Makes With Their IRA

Sun, 07 Apr 2019 20:13:08 +0000

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3-23 What Do You Think About?

Mon, 25 Mar 2019 05:10:25 +0000

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3-16 Social Security

Mon, 18 Mar 2019 23:03:11 +0000

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3-9 How to Simplify Your Retirement Accounts

Sun, 10 Mar 2019 21:19:40 +0000

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3-2 Estate Planning Basics and Beyond

Mon, 04 Mar 2019 19:39:56 +0000

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2-23 Should I Find a New Advisor?

Mon, 25 Feb 2019 21:07:22 +0000

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2-16 Am I Going to Be Okay?

Sat, 16 Feb 2019 20:04:21 +0000

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2-9 Scenarios That Could Wreck Your Retirement

Sun, 10 Feb 2019 19:55:38 +0000

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2-2 Key Retirement Deadlines

Sun, 03 Feb 2019 19:47:30 +0000

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1-26 Retirement Boot Camp, Week 4

Sun, 27 Jan 2019 18:36:57 +0000

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1-19 Retirement Boot Camp, Week 3

Sun, 20 Jan 2019 00:53:22 +0000

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1-12 Retirement Boot Camp, Week 2

Sun, 13 Jan 2019 05:21:46 +0000

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1-5: Retirement Boot Camp, Week 1

Tue, 08 Jan 2019 16:00:36 +0000

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12-15: Best Of

Mon, 17 Dec 2018 18:06:27 +0000

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12-8: How Do I Live Off My Investments and Not Run Out?

Mon, 10 Dec 2018 17:06:28 +0000

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12-1: Year-End Smart Money Moves

Sun, 02 Dec 2018 20:07:33 +0000

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11-24: The Best Financial Strategies for Military Families

Sat, 24 Nov 2018 18:52:00 +0000

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11-17: Market Losses Continue - What Should You Do?

Sat, 17 Nov 2018 18:49:00 +0000

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11-10: Democrats take the House

Tue, 13 Nov 2018 18:14:52 +0000

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11-3: Tricks of financial advisors

Mon, 05 Nov 2018 18:02:04 +0000

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10-27: Retire in a weekend

Mon, 29 Oct 2018 23:25:18 +0000

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10-20: More volatility

Mon, 29 Oct 2018 23:23:32 +0000

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10-6: The truth about bonds

Tue, 16 Oct 2018 21:44:16 +0000

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10-13: Who wants to be a secret millionaire?

Mon, 15 Oct 2018 23:29:08 +0000

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9-28: How to Create a (Mostly) Tax-Free Retirement Pt. 2

Tue, 02 Oct 2018 17:52:34 +0000

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9-22: -How to Create a (Mostly) Tax-Free Retirement

Tue, 25 Sep 2018 17:04:41 +0000

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9-8: 5 Questions Every Wealthy Person Should Ask

Wed, 19 Sep 2018 16:11:03 +0000

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9-15: Live From Sonoma Raceway

Tue, 18 Sep 2018 16:02:13 +0000

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9-1: Could Your Stash Be Hurting You

Tue, 04 Sep 2018 04:52:27 +0000

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8-25: When will the bull market end?

Mon, 27 Aug 2018 16:11:21 +0000

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8-18: How to Pass Your Wealth to Your Family and Charity

Mon, 20 Aug 2018 15:58:41 +0000

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8-11: Habits

Mon, 13 Aug 2018 16:15:17 +0000

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8-4: Fee City

Mon, 06 Aug 2018 23:01:32 +0000

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7-28: Missing Money

Wed, 01 Aug 2018 21:48:53 +0000

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7-21: Is It Enough?

Wed, 25 Jul 2018 18:31:29 +0000

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7-7: Giant Retirement

Mon, 09 Jul 2018 07:11:52 +0000

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6-30: Best States for Retirement

Sat, 30 Jun 2018 21:26:16 +0000

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6-23: NASCAR Special

Mon, 25 Jun 2018 00:20:09 +0000

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6-16: Market Predictions?

Sun, 17 Jun 2018 18:17:26 +0000

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6-9: Weather Patterns

Sun, 10 Jun 2018 16:44:45 +0000

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6-2: Tax Traps

Sun, 03 Jun 2018 17:52:22 +0000

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5-25: Indy 500 2018

Sat, 26 May 2018 17:53:28 +0000

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5-19: Certainty

Sun, 20 May 2018 20:23:06 +0000

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5-12: I'm Movin' Out

Sun, 13 May 2018 19:16:47 +0000

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5-5: Reviewing Life Insurance

Sun, 06 May 2018 01:24:31 +0000

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4-28: Have you saved enough?

Wed, 02 May 2018 18:19:06 +0000

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4-22: Back to the Future

Mon, 23 Apr 2018 20:22:41 +0000

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4-14: Race to the Finish

Mon, 16 Apr 2018 14:41:51 +0000

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4-7: Volatile Discussions

Tue, 10 Apr 2018 13:32:34 +0000

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3-24: Facebook Gone Wild

Mon, 02 Apr 2018 06:18:02 +0000

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3-31: Live from Stephenson High

Mon, 02 Apr 2018 06:17:59 +0000

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3-17: The Evil Ps

Sat, 17 Mar 2018 20:22:10 +0000

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3-10: Remember the Boiler

Mon, 12 Mar 2018 15:38:18 +0000

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3-3: Mid-Correction

Mon, 05 Mar 2018 02:51:04 +0000

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2-24: What's the Magic Number?

Thu, 01 Mar 2018 13:16:18 +0000

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2-17: Understanding the Tax Plan

Tue, 20 Feb 2018 17:43:18 +0000

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2-10: Remember the U-Haul

Sun, 11 Feb 2018 06:57:33 +0000

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2-3: What A Week

Mon, 05 Feb 2018 22:03:10 +0000

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1-27: Bootcamp Week 4

Mon, 29 Jan 2018 17:51:21 +0000

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1-13: Bootcamp Week 3

Mon, 22 Jan 2018 17:45:45 +0000

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1-13: Bootcamp

Tue, 16 Jan 2018 18:39:04 +0000

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1-6: Bootcamp

Mon, 08 Jan 2018 17:19:58 +0000

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12-12: 100 Days of Darkness

Wed, 20 Dec 2017 00:35:04 +0000

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12-9: Hidden Gems

Mon, 11 Dec 2017 18:12:01 +0000

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12-2: December Already

Mon, 04 Dec 2017 17:44:00 +0000

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11-25: Welcome to the Tax Jungle

Tue, 28 Nov 2017 17:41:21 +0000

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11-18: Life Time Planning

Tue, 21 Nov 2017 18:35:04 +0000

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11-11: Smart Money

Mon, 13 Nov 2017 17:33:32 +0000

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11-4: Protect Your Assets

Mon, 06 Nov 2017 17:38:46 +0000

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10-28: Tricks Not Treats

Mon, 30 Oct 2017 17:57:00 +0000

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10-21: Secrets

Mon, 23 Oct 2017 18:00:38 +0000

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10-14: Fire on High

Mon, 16 Oct 2017 18:58:17 +0000

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10-7: Trump Economics

Mon, 09 Oct 2017 18:51:39 +0000

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9-30: 401k Explosion

Mon, 02 Oct 2017 19:56:57 +0000

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9-23: Six Ways to Boost Your Income

Mon, 25 Sep 2017 16:57:45 +0000

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9-16: 2017 Indy Show

Mon, 18 Sep 2017 16:48:35 +0000

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9-9: Protect Your Commandments

Mon, 11 Sep 2017 16:44:11 +0000

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9-2: Tax Free Retirement

Wed, 06 Sep 2017 18:03:32 +0000

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8-26: How Safe Is Your Money?

Tue, 29 Aug 2017 17:26:49 +0000

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8-19: Living For Life

Mon, 21 Aug 2017 16:48:12 +0000

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8-12: Tax Return is Coming

Mon, 14 Aug 2017 17:59:35 +0000

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8-5: Preparing Your Pension

Mon, 07 Aug 2017 16:58:35 +0000

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8-1: Mini Cast

Tue, 01 Aug 2017 23:53:18 +0000

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7-29: Lonely Is The Night

Mon, 31 Jul 2017 17:36:37 +0000

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7-1: Fourth Of July Special

Wed, 05 Jul 2017 23:45:01 +0000

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6-24: Shake 'N Bake

Mon, 26 Jun 2017 16:53:57 +0000

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6-17: Debunked

Mon, 19 Jun 2017 17:11:26 +0000

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6-3: Shattered

Mon, 05 Jun 2017 19:00:47 +0000

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5-27: Smart Millionaire

Tue, 30 May 2017 17:49:25 +0000

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5-20: Large Sum Chaos

Mon, 22 May 2017 16:29:40 +0000

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5-13 "You're Fired!"

Wed, 17 May 2017 17:59:51 +0000

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4-29 Five Mysteries of The IRA

Wed, 17 May 2017 17:58:52 +0000

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4-22 The Good, the Bad and the Ugly

Mon, 24 Apr 2017 18:52:31 +0000

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4-1 Four Steps For Successful Retirement

Thu, 13 Apr 2017 21:05:40 +0000

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3-25 Life After Retirement

Thu, 13 Apr 2017 21:02:13 +0000

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3-18 Your Retirement IQ

Thu, 13 Apr 2017 21:00:16 +0000

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3-11 Smart Employee

Thu, 13 Apr 2017 20:53:09 +0000

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3-4 Holding onto Wealth

Mon, 03 Apr 2017 19:39:35 +0000

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3-25 Life After Retirement

Mon, 03 Apr 2017 19:39:26 +0000

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2-11 Marching Forward

Tue, 14 Feb 2017 18:49:38 +0000

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1-4 Hard Knock Life

Mon, 06 Feb 2017 17:59:39 +0000

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1-28 First Week

Mon, 30 Jan 2017 18:40:10 +0000

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Bootcamp Week 1

Wed, 18 Jan 2017 00:33:57 +0000

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January 7, 2017: Bootcamp

Tue, 10 Jan 2017 19:01:49 +0000

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December 3, 2016: Decision to Retire

Tue, 06 Dec 2016 17:21:28 +0000

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November 26, 2016: Turn, Turn, Turn

Mon, 28 Nov 2016 19:17:02 +0000

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November 19, 2016: Diverse Income

Mon, 21 Nov 2016 18:02:12 +0000

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November 12, 2016: Election Aftermath

Thu, 17 Nov 2016 17:18:06 +0000

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