Protect Your Assets

Latest Episodes:

Smart Money Moves: Tax-Saving Strategies Before Year-End Dec 07, 2023

Show notes

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.

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

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Market Segment: Financial Forecast: Navigating Market Highs and Lows for 2024 Dec 07, 2023

Show notes

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.

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

Catch up on past episodes: http://pyaradio.com

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

Attend an event: www.pyaevents.com

Schedule a complimentary 15-minute consultation: https://calendly.com/libertygroupllc/scheduleacall/

See omnystudio.com/listener for privacy information.

7 Financial Questions to Ask Your Parents About Their End-of-Life Plans Nov 20, 2023

Show notes

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.

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

Catch up on past episodes: http://pyaradio.com

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

Attend an event: www.pyaevents.com

Schedule a complimentary 15-minute consultation: https://calendly.com/libertygroupllc/scheduleacall/

See omnystudio.com/listener for privacy information.

Market Segment: Is Inflation Cooling Down? Nov 20, 2023

Show notes

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.

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

Catch up on past episodes: http://pyaradio.com

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

Attend an event: www.pyaevents.com

Schedule a complimentary 15-minute consultation: https://calendly.com/libertygroupllc/scheduleacall/

See omnystudio.com/listener for privacy information.

What You Need to Know Before You Make Your Social Security Decisions Nov 14, 2023

Show notes

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.

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

Catch up on past episodes: http://pyaradio.com

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

Attend an event: www.pyaevents.com

Schedule a complimentary 15-minute consultation: https://calendly.com/libertygroupllc/scheduleacall/

See omnystudio.com/listener for privacy information.

Market Segment: Consumer Spending During the Holidays Nov 14, 2023

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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.

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

Catch up on past episodes: http://pyaradio.com

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

Attend an event: www.pyaevents.com

Schedule a complimentary 15-minute consultation: https://calendly.com/libertygroupllc/scheduleacall/

See omnystudio.com/listener for privacy information.

Exit Strategies for Business Owners Ready to Sell Their Business Nov 07, 2023

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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.

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

Catch up on past episodes: http://pyaradio.com

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

Attend an event: www.pyaevents.com

Schedule a complimentary 15-minute consultation: https://calendly.com/libertygroupllc/scheduleacall/

See omnystudio.com/listener for privacy information.

Market Segment: Analyzing a Positive Week on Wall Street Nov 07, 2023

Show notes

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.

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

Catch up on past episodes: http://pyaradio.com

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

Attend an event: www.pyaevents.com

Schedule a complimentary 15-minute consultation: https://calendly.com/libertygroupllc/scheduleacall/

See omnystudio.com/listener for privacy information.

5 Tricks Financial Advisors Are Using That Could Cost You Money Oct 31, 2023

Show notes

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.

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

Catch up on past episodes: http://pyaradio.com

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

Attend an event: www.pyaevents.com

Schedule a complimentary 15-minute consultation: https://calendly.com/libertygroupllc/scheduleacall/

See omnystudio.com/listener for privacy information.

Market Segment: Will There Be Another Black Monday? Oct 31, 2023

Show notes

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.

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

Catch up on past episodes: http://pyaradio.com

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

Attend an event: www.pyaevents.com

Schedule a complimentary 15-minute consultation: https://calendly.com/libertygroupllc/scheduleacall/

See omnystudio.com/listener for privacy information.