Protect Your Assets

Latest Episodes:

Dating Retirement Oct 05, 2020

Show notes

Retirement is one of the most important decisions in someone’s life. Before you pull the trigger there are way’s to “date” retirement. You can test drive different aspects to gain a better understanding of how to create the retirement you’ve always wanted. Find out all the ways to plan ahead in this week’s episode of Protect Your Assets.

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The Market Gains Momentum Oct 05, 2020

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All the major indexes finished up slightly for the week. How will the President’s covid-19 diagnosis possibly affect things? What data is important to take in consideration related to the economy? Find out in this week’s market recap.

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How to Spend Time in Retirement Oct 05, 2020

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They say that income is the most important aspect to retirement. However, one thing that gets overlooked is how you will spend your newfound free time. Find out several ways to fill the void in this week’s “They Say” Segment.

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Will the Market Continue to Slide? Sep 28, 2020

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The indexes are continuing to slump as two of the three finished negative for the week. How would a second wave in the coronavirus affect the economy? Find out crucial information about the market in this week’s recap.

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5 Times to Review Your Retirement Plan Sep 28, 2020

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How often do you review your retirement plan? Oftentimes people do not adjust their retirement when things change accordingly. In this episode of Protect Your Assets, we go over 5 times when you should take a look at your retirement plan to make potential changes.

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How Often Should You Review Your Retirement Plan? Sep 28, 2020

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They say that you only need to make adjustments to your retirement plan when major changes happen. Is this true? Find out the truth in this week’s “They Say” segment.

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Procrastination Sep 21, 2020

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Every person experiences that procrastination feeling from time to time. Have you thought about how it can effect your retirement? Do you wonder if it is time to sell stocks? Do you find yourself hesitating to make decisions because of the tax ramifications? Find out the 5 key mistakes most people make by not pulling the trigger in this week’s episode of Protect Your Assets.

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Don't Let the Tax Tail Wag the Investment Dog Sep 21, 2020

Show notes

There are many tax ramifications when you sell stock.. When should you be looking to take chips off the table? Find out how to be tax efficient when its time to sell stocks in this week’s “They Say” segment.

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Will the Market Keep Going Down? Sep 21, 2020

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All indexes finished the week slightly negative. Are we headed for a double dip recession? How is the housing market going to react to the economy? Find out the key factors to look for in this week’s market recap.

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What to do with Bonds Sep 14, 2020

Show notes

When you get ready for retirement should you buy municipal bonds? Are they always the right decision because they are typically regarded as safe? There are key indicators to help you reach the right decision. Find out the truth about bonds in this week's "They Say" segment.

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