Protect Your Assets

Latest Episodes:

Market Segment: Another Week of Significant Volatility Oct 17, 2022

Show notes

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.

See omnystudio.com/listener for privacy information.

Market Segment: Volatility Alive and Healthy Oct 10, 2022

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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.

See omnystudio.com/listener for privacy information.

Aid & Attendance Benefits for Veterans + Three Possible Changes to RMDs Oct 10, 2022

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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

Hands-free listening: https://libertygroupllc.com/voice/

Attend an event: http://pyaevents.com/

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

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

See omnystudio.com/listener for privacy information.

Market Segment: Market Continues to Fall Oct 03, 2022

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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.

See omnystudio.com/listener for privacy information.

The Retirement Money Poll -- What People Are Worried About and What You Can Do About It? Oct 03, 2022

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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

See omnystudio.com/listener for privacy information.

Variable Annuities in Retirement Sep 19, 2022

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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.

See omnystudio.com/listener for privacy information.

Market Segment: Another Tough Week For the Market Sep 19, 2022

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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.

See omnystudio.com/listener for privacy information.

Teaching Your Kids About Money Sep 06, 2022

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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.

See omnystudio.com/listener for privacy information.

Market Segment: Rough Week for Wall Street Sep 06, 2022

Show notes

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.

See omnystudio.com/listener for privacy information.

Car Collections and Retirement Aug 30, 2022

Show notes

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.

See omnystudio.com/listener for privacy information.

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