Protect Your Assets

Latest Episodes:

Halloween Special Nov 02, 2020

Show notes

In this episode of Protect Your Assets we go over 5 tricks that can negatively affect your retirement. From revenue sharing to not looking at your taxes, find out some of the ways you can get bad advice for your specific situation.

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Financial Advisors and Revenue Sharing Nov 02, 2020

Show notes

Sometimes advisors recommend certain products for your portfolio. However these advisors can be taking part in revenue sharing, where they make money based on selling that product to you even if its not the best for your situation. Find out what you should look out for to avoid this trick in this week’s “They Say” segment.

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Market Down Again Nov 02, 2020

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The market had a rough week with all three major indexes were negative. With rising concern of another Covid lockdown, what indicators should you be looking for? Find out in this week’s market recap.

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Markets Slow Down Oct 28, 2020

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The Markets were relatively flat this week. With the election looming should you be adding stocks to your portfolio? Find out all the answers to your market questions in this week’s recap.

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Navigating Divorce Oct 19, 2020

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Did you know that the highest rate of divorce is among those who are over 50 years of age? This can be a slow painful process and you need to plan ahead in order to make sure you are prepared for the next stage in your life. Find out essential information in this episode of Protect Your Assets.

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Have the Markets Plateaued? Oct 19, 2020

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The markets finished up slightly for the week. However with earning seasons coming and a potential second wave of Covid-19, could economic growth stall? Find out in this week’s market segment.

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Are assets always split 50/50 in a Divorce? Oct 19, 2020

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Divorce can be a painful process when it comes to splitting assets. However they say that each spouse gets 50 percent. Is this true? Find out in this week’s “They Say” segment.

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How Much Can You Put into a Retirement Account? Oct 12, 2020

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They say that you can only put a certain amount of money into your retirement accounts. Is this true? How can you shelter your income from the dreaded tax-man? Find out in this week’s “They Say” segment.

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Tax Strategies for Retirement Oct 12, 2020

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There are many different ways to shelter your income before they are subject to taxes. How can you take action before possible changes due to the upcoming election? Find out how to save hundreds of thousands of dollars in this episode of Protect Your Assets.

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Strong Week for the Market Oct 12, 2020

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The major indexes all had a strong week. What effect will another potential stimulus have upon the economy? How will the latest jobless claims move the market? Find out all the answers in this week’s market recap.

See omnystudio.com/listener for privacy information.