Protect Your Assets

Latest Episodes:

Markets November to Remember Nov 30, 2020

Show notes

The market finished positive across all indexes for the week. We currently experienced the best November since 1928 for the economy. The Dow crossed 30,000 for the first time in history. Does this mean it may be time to sell? Find out all the answers in this week’s market recap.

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Six Ways the Pandemic Can Help Your Retirement Nov 23, 2020

Show notes

The lock-downs caused by the Coronavirus have been stressful and taken a toll on everyone. But did you know that there are positive things to take away from it? You could even consider it a practice run when you retire. Find out 6 ways you could benefit from the current state of things in this week’s episode of Protect Your Assets.

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Markets Finish Flat Nov 23, 2020

Show notes

There wasn’t much movement within the markets this week. What were the contributing factors? How will manufacturing data affect the market? Find out all the answers in this week’s market recap.

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Keeping Cash Nov 23, 2020

Show notes

Cases of Covid on the rise again and lockdowns are being reinstated across the country. Does this mean that you should be holding cash? Find out in this week’s “They Say” segment.

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Institutional Funds with Specific Brokerage Firms Nov 16, 2020

Show notes

They say that you can only get specific institutional funds with certain brokerage firms. Is this true? Find out the truth in this week’s “They Say” segment.

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Managing Your Time in Retirement Nov 16, 2020

Show notes

How much time will you have for yourself in retirement? Often times people spend more time on finances in retirement than they think. In this episode of Protect Your Assets we will give you 5 tips for better time management when you retire.

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Markets on the Rise Nov 16, 2020

Show notes

Markets had another strong week. Pfizer’s announcement of a potential vaccine for Covid-19 led to overall optimism in the financial sector. What other factors should you be looking for as key indicators? Find out the answers in this week’s market recap.

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Markets Strong Rally Before Election Results Nov 09, 2020

Show notes

The Markets had a very strong week in anticipation of the presidential election. What factors led to this positive rally? Find out the answers you need to know in this week’s market recap.

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Planning Ahead for Your Health Nov 09, 2020

Show notes

Most people do not plan for if and when they are going to need healthcare. Whether that is at home or in a nursing facility, you need to make sure that you communicate your plan to those who will help you throughout the process. Find out how to start the conversation in this week’s “They Say” segment.

See omnystudio.com/listener for privacy information.

Planning for Healthcare Nov 09, 2020

Show notes

In this episode of Protect Your Assets, we go over some key components to coming up with a plan if and when you need care. Find out tips on starting the right conversations and how to let your loved ones know what to do in case something happens to you.

See omnystudio.com/listener for privacy information.