Protect Your Assets

Latest Episodes:

Markets Still on the Rise Aug 24, 2020

Show notes

The market set some new records this week yet again. What did the weekly jobs data impact the economy? Are stocks overvalued and what should you be looking out for? Find out in this week’s market segment.

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"Fake" Financial News Aug 17, 2020

Show notes

Do you get overwhelmed with all the financial studies and articles that supposedly affect your retirement? With the way news and information is presented in the modern age some people may fall victim to sensationalized information. However, there are many ways to figure out if these articles have information that is to be taken seriously or not. Find out seven ways to decipher if you are looking at "fake" financial news in this episode of Protect Your Assets.

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Will the Markets Keep Moving Forward? Aug 17, 2020

Show notes

The major indexes had yet another good week. This was driven by the economic data to show whether or not the economy is going to pause or keep moving forward. What were the contributing factors? Find out in this week's market recap.

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Red Flags in Financial Data Aug 17, 2020

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What should you do when you read an study about the economy or finance? What should you be looking for when deciding how to interpret the data given? Find out the red flags to watch out for when reading news and articles in this week's "They Say" segment when it comes to your retirement goals.

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Roth Conversion 101 Aug 10, 2020

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Are you considering a Roth Conversion from your IRA or 401k? There are many things to make sure you know before you do. Find out the positive and negative aspects of a conversion into a Roth IRA in this episode of Protect Your Assets.

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Converting Your 401k into a Roth Aug 10, 2020

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"They say" that you should convert as much of your 401k or Ira into a Roth Ira because it is a no-brainer. Is this true? Find out the truth in this week's "They Say" segment.

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Markets Gain Despite no Stimulus Aug 10, 2020

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The Markets had another good run this week. How and why did this happen even though another stimulus bill did not pass? Find out in this week's market segment.

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Why is the Market Up? Aug 03, 2020

Show notes

The major indexes ended the week positive. What did Federal Chairman Powell have to say about the rates? Will the super cap tech stocks strong earnings reports keep the economy going? Find out what you should be looking out for in this week’s market recap.

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Annuities and Your IRA Aug 03, 2020

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They say you should not buy an annuity in your IRA because your IRA is already tax deferred. Find out the truth in this week’s “They Say” segment.

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The ABCs of Annuities Aug 03, 2020

Show notes

Do you have an annuity or are you thinking about getting one? There are many different types as well as key aspects to know before you include one into your retirement plan. Find out about all things annuities in this episode of Protect Your Assets.

See omnystudio.com/listener for privacy information.