Protect Your Assets

Latest Episodes:

Should You Set a Certain Number to Save for Retirement? Jan 04, 2021

Show notes

They say that you should set an annual goal to save for retirement. It may not be the right way for you to go about saving your money. Find out in this week’s "they say" segment.

See omnystudio.com/listener for privacy information.

Markets Move Higher Dec 21, 2020

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Stocks moved higher this week as the Fed and Congress seemed to get their act together. How long will the Fed continue to provide fiscal support to the economy? How will the covid vaccine shape the markets in the future? Find out in this week’s market recap.--

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Four Questions to Answers Before You Retire Dec 14, 2020

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There are four key questions you need to answer before you retire. Do you have enough money to retire? Do you have an estate plan in order to be tax efficient in passing assets to family? Find out what you need to know in order to have a successful retirement in this episode of Protect Your Assets.

See omnystudio.com/listener for privacy information.

Markets Chop Modestly Lower Dec 14, 2020

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The market finished negative for the week, albeit a small amount. With the news of the vaccine for covid being shipped out, what should you be looking for? Find out all the information you need to know in this week’s market recap.

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Sequence of Returns Dec 14, 2020

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Some financial firms say you can withdraw a certain percentage from your retirement accounts without worry. However this can lead to some serious problems for your income in retirement. Find out the truth in this week’s “They Say” segment.

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Roth Conversion 101 Dec 07, 2020

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Many people think that converting your IRA to a Roth IRA is a no-brainer because of low tax-rates. However there are some key factors to weigh into your decision before you act. Find out 5 reasons why you may not want to do a conversion in this episode of Protect Your Assets.

See omnystudio.com/listener for privacy information.

Should You Convert Your IRA to a Roth IRA? Dec 07, 2020

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Should you convert your IRA to a Roth IRA because of the low tax rates? There are some red flags you should look out for before you make a decision. Find out the truth in this week’s “They Say” segment.

See omnystudio.com/listener for privacy information.

Markets Continue to Rise Dec 07, 2020

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All indexes finished the week in the green. With another stimulus driving optimism what important facets of the economy should you be focusing on? Find out all the answers in this week’s market recap.

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Social Security 101 Nov 30, 2020

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Social security is a very complicated aspect of your retirement. Did you know that there are over 1300 ways to claim it? Find out what you need to know to maximize your benefit in this episode of Protect Your Assets.

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Is Your Social Security Taxed? Nov 30, 2020

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They say you don’t have to pay taxes on your social security income, because you already did when you earned it? Is this true? Find out the truth in this week’s “They Say” segment.

See omnystudio.com/listener for privacy information.