Protect Your Assets

Latest Episodes:

Strong Week for the Market Jun 01, 2021

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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.

See omnystudio.com/listener for privacy information.

Higher Taxes on the Horizon May 24, 2021

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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.

See omnystudio.com/listener for privacy information.

Inflation and its Impact on the Market May 24, 2021

Show notes

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.

See omnystudio.com/listener for privacy information.

Being Single in Retirement May 17, 2021

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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.

See omnystudio.com/listener for privacy information.

Markets React to Inflation May 17, 2021

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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.

See omnystudio.com/listener for privacy information.

Thrift Savings Plan Mistakes May 10, 2021

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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.

See omnystudio.com/listener for privacy information.

Will the Market Slow Down? May 10, 2021

Show notes

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.

See omnystudio.com/listener for privacy information.

Should You Do a Roth Conversion? May 06, 2021

Show notes

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.

See omnystudio.com/listener for privacy information.

Market Slow This Week May 03, 2021

Show notes

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.

See omnystudio.com/listener for privacy information.

Markets React to Potential Higher Taxes Apr 26, 2021

Show notes

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.

See omnystudio.com/listener for privacy information.

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