Protect Your Assets

Latest Episodes:

Selling Your Business the Right Way Aug 23, 2021

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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.

See omnystudio.com/listener for privacy information.

Market Ends Week in the Red Aug 23, 2021

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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.

See omnystudio.com/listener for privacy information.

Markets Momentum Continues Aug 16, 2021

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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.

See omnystudio.com/listener for privacy information.

Four Percent Rule in Retirement Aug 16, 2021

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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

See omnystudio.com/listener for privacy information.

How Could Prop 19 Change Your Retirement Plan Aug 09, 2021

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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.

See omnystudio.com/listener for privacy information.

Markets Up Again Aug 09, 2021

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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.

See omnystudio.com/listener for privacy information.

Seven Deadly Sins of Retirement Aug 02, 2021

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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.

See omnystudio.com/listener for privacy information.

Markets Push and Pull Aug 02, 2021

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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.

See omnystudio.com/listener for privacy information.

Reviewing Your Retirement Plan Jul 27, 2021

Show notes

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.

See omnystudio.com/listener for privacy information.

Why is the Market Volatile? Jul 26, 2021

Show notes

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

See omnystudio.com/listener for privacy information.

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