Protect Your Assets

Latest Episodes:

Can You Avoid the RMD? Feb 22, 2021

Show notes

They say when you turn 72, you must take your required minimum distribution. Is that always true? Find out if there are any alternatives for you in this week’s “They Say” segment.

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Five Key Financial Dates in 2021 Feb 22, 2021

Show notes

There are many key dates you need to meet in 2021. It is important to not overlook them in order to avoid costly mistakes that could impact your retirement. Whether it is healthcare choices, taking money from your retirement accounts, or taxes, they all require your due diligence. Find out the dates you need to know in 2021 in this episode of “Protect Your Assets.”

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Dating a Financial Advisor Feb 15, 2021

Show notes

The chemistry between you and your financial advisor is a crucial aspect of your retirement goals. Are you compatible? Do you see eye to eye? How do you make sure your advisor is the right person to help guide you through retirement? Find out the five key questions you need to ask any financial advisor before you work with them in this week’s episode of Protect Your Assets.

See omnystudio.com/listener for privacy information.

Markets Continue to Rise Feb 15, 2021

Show notes

All major indexes finished the week in the green again. How much higher can you expect the market to go? Will more stimulus keep the economy on its current trajectory? Find out the answers you need to know in this week’s market recap.

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First Step in Retirement Feb 15, 2021

Show notes

They say hiring a financial advisor is the first step you should take in achieving your retirement goals. However this may be more complicated than you think. What is the difference between an advisor who is a fiduciary and one who is not? Find out what questions you should be asking in this week’s “They Say” segment.

See omnystudio.com/listener for privacy information.

Markets Rebound Feb 08, 2021

Show notes

Stocks had a big week with all major indexes in the green. This comes from more stimulus and a budget plan which the markets liked. However is there any risk involved? What other economic factors should you be paying attention to? Find out in this week’s Market Recap.

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Protect Your Family From the Survivor Trap Feb 01, 2021

Show notes

What happens to your spouse and family after you pass away? There are many changes that occur when this happens, and one of the biggest are finances. There are three fundamental questions that you need to be able to answer to make sure you are prepared. Find out what they are in this week’s episode of Protect Your Assets.

See omnystudio.com/listener for privacy information.

Volatility in the Market Feb 01, 2021

Show notes

This week the market saw volatility as retail investors banded together to short squeeze large hedge funds. All indexes finished the week in the red. What should you be looking out for in the future? Find out what you need to know in this week’s market recap.

See omnystudio.com/listener for privacy information.

Taxes After a Spouse Passes Away Feb 01, 2021

Show notes

They say that when you pass away, your widower or widow could end paying much more in taxes. There are many factors that play into this such as social security, pensions, and more. Find out the truth so you can be prepared in this week’s “They Say” segment.

See omnystudio.com/listener for privacy information.

Big Changes to Social Security and Medicare Jan 25, 2021

Show notes

Both social security and Medicare have some serious funding shortfalls. If things stand pat, both of these funds might run out of money sooner than you think. With President Biden announcing that changes are on the horizon what should you be looking out for? Find out all you need to know about Social Security and Medicare in this week’s episode of Protect Your Assets.

See omnystudio.com/listener for privacy information.