Protect Your Assets

Latest Episodes:

Frequently Asked Questions in Retirement Apr 26, 2021

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There are so many factors in achieving a successful retirement. From pensions to taxes, there are a number of areas that retirees may not quite understand. Well find out the most frequently asked questions that we receive in this week’s episode of Protect Your Assets.

See omnystudio.com/listener for privacy information.

Medicare and Retirement Apr 20, 2021

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Medicare is a very complicated aspect of your retirement. There are many different plans and with premiums on the rise, how can you know if you are doing things the right way? Find out 10 things you should know about Medicare in this week’s episode of Protect Your Assets.

See omnystudio.com/listener for privacy information.

Markets Maintain Momentum Apr 20, 2021

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All Major indexes finished the week in the green yet again. The Dow crossed 34000 for the first time ever and the S&P is approaching 4200. What drove the market higher? Find out the answers in this week’s market recap.

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How to Avoid Running Out of Money in Retirement Apr 12, 2021

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Running out of money in retirement is number one worry for most retirees. How can you make sure your money lasts? Find out how to stress test your portfolio to see if your money is set up to go the distance in this week’s episode of Protect Your Assets.

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Markets Staying Strong Apr 12, 2021

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The markets had another great week with all indexes finishing up. As the economy reacts to services starting to take off again, what indicators should you be looking for going forward? Find out what you need to know in this week’s market recap.

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Required Minimum Distributions and Retirement Apr 05, 2021

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RMDs are a complicated and important aspect of your retirement plan. As rules change, how could that affect the impact RMDs have in your specific situation? Find out eight things you need to know about your RMD in 2021 in this week’s episode of Protect Your Assets.

See omnystudio.com/listener for privacy information.

Markets Optimistic About Infrastructure Deal Apr 05, 2021

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The markets had a positive reaction to the two trillion infrastructure and spending plan. All indexes finished in the green, with the S&P leading the way as it surpassed 4000 for the first time ever. How will raising corporate tax rates affect the economy? Find out what you need to know in this week’s market recap.

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Safety in Retirement Mar 29, 2021

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How do you implement safety into your retirement plan? Can you balance safety with your ability to earn money in your retirement accounts? Find out five things you need to know in this week’s episode of Protect Your Assets.

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Markets Experiencing Volatility Mar 29, 2021

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The market was up and down throughout the week. Why is Tech continuing its downward trend? What does the latest jobless claims report mean for the economy? Find out what you need to know in this week’s market recap.

See omnystudio.com/listener for privacy information.

Why is the Market Up? Mar 24, 2021

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Despite volatility the markets finished the week in the green. Chairman Powell spoke on Wednesday and the markets reacted well to what he had to say. Find out what else you should be looking for in this week’s market recap.

See omnystudio.com/listener for privacy information.

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