Protect Your Assets

Latest Episodes:

Changes in Medicine Jan 25, 2021

Show notes

When you reach age 65, do you automatically get Medicare? Although that may be the case right now, the congressional budget office just said that the hospital insurance trust will run out of money in 2024. What does this mean for you and your Medicare? Find out the truth in this week’s “They Say” segment.

See omnystudio.com/listener for privacy information.

Markets Momentum Change Jan 25, 2021

Show notes

All indexes finished the week in the green, with the NASDAQ leading the way. What areas should you be looking to get into and what areas should you avoid? What was the weekly unemployment number? Find out all the information you need to know in this week’s Market recap.

See omnystudio.com/listener for privacy information.

Market Cycles and Your Portfolio Jan 18, 2021

Show notes

There have been many changes to begin the year 2021. There is a new president and congress, which could lead to some massive changes that could impact your retirement portfolio. With another stimulus most likely on the way, what does that mean for the economy? Find out 5 key areas that you should be watching within the markets and the economy overall in this week’s episode of Protect Your Assets.

See omnystudio.com/listener for privacy information.

Technology in Your Portfolio Jan 18, 2021

Show notes

They say you should have technology in your portfolio, but what percentage is right for you? Find out where you may want to rebalance your portfolio in this week’s “They Say” segment.

See omnystudio.com/listener for privacy information.

Markets Finish This Week Down Jan 18, 2021

Show notes

All indexes finished the week in the red, so what happened? Why has the course changed and are we potentially headed for a double dip recession? What does the proposed stimulus mean for interest rates? Find out all you need to know in this week’s market recap.

See omnystudio.com/listener for privacy information.

Creating More Wealth in Retirement Jan 11, 2021

Show notes

In the second part of our Annual Bootcamp, we give you ideas on how to save and create more wealth for retirement. From the basics on how much to pay yourself, all the way to Roth conversions, there are many ways to take a step in the right direction. Find out what you can do in this week’s episode of Protect Your Assets.

See omnystudio.com/listener for privacy information.

Do You Have to Take Your RMD at 72? Jan 11, 2021

Show notes

They say that you have to start taking your RMD, or required minimum distributions, once you hit the age of 72. However there are some ways to minimize, or even avoid your RMDs. Find out how in this week’s “They Say” segment.

See omnystudio.com/listener for privacy information.

Markets at Record Highs Jan 11, 2021

Show notes

Stocks this week extended the rally and closed at all time highs as investors continued to bet on more aggressive stimulus following the democratic sweep in Georgia. What else should you be looking for. Find out if the four pillars of the rally are still intact in this week’s Market recap.

See omnystudio.com/listener for privacy information.

Financial Fitness Jan 04, 2021

Show notes

In the return of our annual bootcamp series, learn how to get your financial act together for the start of a new year. What can you do to fine-tune your retirement plan? What traps should you avoid? Find all the answers in this week’s episode of Protect Your Assets.

See omnystudio.com/listener for privacy information.

Markets Finish the Year in the Green Jan 04, 2021

Show notes

Despite the tumultuous year, all major indexes finished positive for the year. The Nasdaq alone finished up 43 percent. As we head into the new year, what major catalysts could shake up the market? Find out in this week’s market recap.

See omnystudio.com/listener for privacy information.

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