Protect Your Assets

Latest Episodes:

Financial Tricks Not Treats Nov 01, 2021

Show notes

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.

See omnystudio.com/listener for privacy information.

Markets Hits All Time Highs Nov 01, 2021

Show notes

See omnystudio.com/listener for privacy information.

How To Ask Your Parents About Their Finances Oct 11, 2021

Show notes

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.

See omnystudio.com/listener for privacy information.

Volatility In The Market Oct 11, 2021

Show notes

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.

See omnystudio.com/listener for privacy information.

Retirement Checklist Sep 21, 2021

Show notes

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

See omnystudio.com/listener for privacy information.

Markets Slow Down Sep 21, 2021

Show notes

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.

See omnystudio.com/listener for privacy information.

How to Prepare for Retirement Sep 07, 2021

Show notes

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.

See omnystudio.com/listener for privacy information.

Market Stays Resilient Sep 07, 2021

Show notes

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.

See omnystudio.com/listener for privacy information.

What to Do with Old Retirement Plans Aug 30, 2021

Show notes

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.

See omnystudio.com/listener for privacy information.

Markets Hit All Time Highs Aug 30, 2021

Show notes

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.

See omnystudio.com/listener for privacy information.