Protect Your Assets

The Markets had the best October since 2015. After a slight pullback in September, the markets rebounded to finish the month of October at all time highs. With the tax hikes seemingly pushed back, how long can the market stay at such high levels? Find out the answers in this week’s Market Recap.  See omnystudio.com/listener for privacy information.

The Markets had the best October since 2015. After a slight pullback in September, the markets rebounded to finish the month of October at all time highs. With the tax hikes seemingly pushed back, how long can the market stay at such high levels? Find out the answers in this week’s Market Recap.  See omnystudio.com/listener for privacy information.

Are you wondering if your parents are going to be okay financially? It can be a difficult conversation to have without seeming intrusive but it is important. How do you broach the subject? Find out seven questions to ask your parents about their finances in this episode of Protect Your Assets.See omnystudio.com/listener for privacy information.

The market experienced some volatility this week but all major indexes finished the week slightly up. Oil and Natural Gas prices continue to rise. What else should you be paying attention to? Find out in this week’s market recap.See omnystudio.com/listener for privacy information.

Retirement is one of the most important decisions in life. If you are thinking about retiring you must have a plan to avoid costly mistakes. Find out if you are ready by taking our checklist challenge in this week's episode of Protect Your AssetsSee omnystudio.com/listener for privacy information.

The markets finished the week slightly off as all three major indexes finished the week down. How will increased tax rates impact the economy going forward? Find out what you should be looking out for in this week's market recap.See omnystudio.com/listener for privacy information.

If you are thinking about retiring within the next few years, you need to make some important decisions. There are so many factors to consider to make sure you maximize your money to make it last. Find out five important decisions you need to make before you retire in this week’s episode of Protect Your Assets.See omnystudio.com/listener for privacy information.

The Markets had mixed results this year and the 10 year treasury finished the week slightly positive. How will the latest jobs report affect the economy? All these things will be discussed by the Fed later this month. How should you prepare to make sure you can handle potential changes to our economy? Find out in this week’s market recap.See omnystudio.com/listener for privacy information.

Life is busy and sometimes people forget or just don’t have time to figure out what to do with old 401k plans. Learn some strategies on how to reclaim your money and put it to work for you in this week’s episode of Protect Your Assets.See omnystudio.com/listener for privacy information.

The markets continue to push higher as they continue to set new records. What factors may lead to changes in the current economy? Find out what you should pay attention to in this week’s market recap.See omnystudio.com/listener for privacy information.

You may be considering selling your business and cash out? Odds are this will be one of the most important decisions in your life, and you need to have an exit strategy to avoid mistakes. Find out things you must consider before selling your business in this week’s episode of Protect Your Assets.See omnystudio.com/listener for privacy information.

The markets started strong but finished the week down with all major indexes in the red. The ten year treasury stayed flat again as it can be an indicator of trouble ahead. What else should you be paying attention to in the economy? Find out in this week’s market recap.See omnystudio.com/listener for privacy information.

The number one fear for retirees is running out of money. Many people recommend that you take out 4 percent per year from your retirement accounts and that you will be safe. However, can this strategy actually cause you to run out of money? Find out how the 4 percent rule could be the wrong plan for you in this week’s episode of Protect Your AssetsSee omnystudio.com/listener for privacy information.

The markets had a good week with the Down and S&P 500 both finished up, while the Nasdaq finished slightly down. How will infrastructure spend approved by the Senate affect the market and your retirement? Find out what you need to know in this week’s market recap.See omnystudio.com/listener for privacy information.

One of the biggest assets you will transfer to your family will be your real estate. How will the newly passed proposition 19 change your plans? Find out all the key information on how to navigate this new proposition in this week’s episode of Protect Your Assets.See omnystudio.com/listener for privacy information.

The Market finished the week in the green as all indexes as well as the 10 year were up.  What should you be looking for in the weeks to come? Will the Delta Variant stop things in its tracks? Find out in this week’s market recap.See omnystudio.com/listener for privacy information.

Baby boomers have grown up through the biggest and most sustained economic boost in human history. However this does not mean that everything is smooth sailing. According to Barron’s, boomers are unprepared for retirement because of seven key factors. Find out what they are in this week’s episode of Protect Your Assets.See omnystudio.com/listener for privacy information.

It was an action packed week for the markets. Corporate earnings were reported, another fed meeting as well as a huge sell off in China. What else should you be paying attention to? Find out in this week’s episode of Protect Your Assets.See omnystudio.com/listener for privacy information.

With the Delta Variant of Covid-19 causing a shakeup in the market this past week, will your retirement plan be sustainable? Even though the market finished at all time highs, eventually all good things come to an end. Find out how to make sure your financial future can handle all scenarios in this week’s episode of Protect Your Assets.See omnystudio.com/listener for privacy information.

Monday was a down big, with the Dow dropping over 700 points but ended up recovering to finish up slightly for the week. The ten year treasury is still dropping down a little over one percent and oil prices continue to rise. But what caused the market to drop so much on Monday? Find out why in this week’s market recapSee omnystudio.com/listener for privacy information.

Do you have an estate plan that has the right documentation and is up to date? Without one your estate will be resolved in probate. This is a painful and expensive process that can be a nightmare for your family. Is a trust the right thing for your situation? Find out 5 estate planning myths that you should be aware of in this week’s episode of Protect Your Assets.See omnystudio.com/listener for privacy information.

The markets managed to squeak out some gains this week. The ten year treasury finished slightly lower than last week. What is coming next? Find out what you need to know in this week’s market recap.See omnystudio.com/listener for privacy information.

As we celebrate the Fourth of July, we should all consider your freedom to retire when, and how you want to. Are you confident that your money will last to live the lifestyle you worked so hard towards? Find out how to create your financial freedom in this week’s episode of Protect Your Assets.See omnystudio.com/listener for privacy information.

It was another good week for the markets as all indexes finished in the green. The price of oil continues but should you be looking at value? Find out what you should be paying attention to in this week’s market recapSee omnystudio.com/listener for privacy information.

Annuities are one of the more controversial financial products out there. There are many dissenting opinions about annuities which can create confusion. How do you find out the truth? Find out five ways annuities may be beneficial to your retirement in this week’s episode of Protect Your Assets.  See omnystudio.com/listener for privacy information.

The market had a strong week compared to the previous week. All indexes finished in the green, and the price of oil keeps going up. What other factors continue to drive this market forward? How does the current state of the market affect bonds? Find out what you need to know in this week’s market recap.  See omnystudio.com/listener for privacy information.

The Fed recently released a new proposal to raise interest rates. What does this mean for you and your retirement? How should you be investing as things begin to change? Find out in this week’s episode of Protect Your Assets.See omnystudio.com/listener for privacy information.

The dow finished over three percent in the red as the market reacted to the Fed’s newly proposed interest rate increase. What else should you be looking for? Find out in this week’s market recapSee omnystudio.com/listener for privacy information.

Are you thinking of moving to a different state to save on taxes? You might be considering selling your home and taking advantage of all the equity, but which states should you consider? If you move without knowing all the taxes in that state, you may be taking a pay cut. Find out the states with the lowest tax rates compared to the highest in this week’s episode of Protect Your Assets.See omnystudio.com/listener for privacy information.

The market had a decent week, as all major indexes finished in the green. The weekly jobs report continues to show improvement as we continue to recover from the pandemic. What other factors should you be paying attention to that could impact the market? Find out all the information you need to know in this week’s market recap.  See omnystudio.com/listener for privacy information.

The markets had a good week as the Dow, S&P500, and Nasdaq all posted gains. With the weekly jobs claim came out and was pretty good beating estimates. So the question continues, what is going to derail this market? Find what to look out for in the future in this week’s market recap.See omnystudio.com/listener for privacy information.

With the government spending so much money, it is almost a guarantee that taxes will increase. Will it dramatically change your retirement plans? Find out what you need to know in this week's episode of Protect Your Assets.See omnystudio.com/listener for privacy information.

It was a volatile week on wall streets. The S&P 500 and Dow Jones finished in the red while the Nasdaq finished up slightly. What should you be looking for in the economy going forward? Find out in this week’s market recap.See omnystudio.com/listener for privacy information.

Retirement planning for a single person could be more difficult because of having only one source of income. From divorce to being widowed, things can change quickly and you need to be able to react accordingly. It can be a daunting process, so get four tips on how to manage retirement in this week’s episode of Protect Your Assets.  See omnystudio.com/listener for privacy information.

The markets saw some volatility due to inflation rearing its head. What factors contributed to this reaction in the economy? Find out in this week’s market recap.  See omnystudio.com/listener for privacy information.

Do you work for the government or serve for your country? Well you have access to the retirement savings plan known as the Thrift Savings Plan, otherwise known as the TSP. However many people who do qualify often make decisions that cost them a lot of money. Find out the five most common mistakes and how to fix them in regards to the TSP in this week’s episode of Protect Your Assets.See omnystudio.com/listener for privacy information.

The market seems to keep going higher and higher. The major indexes finished this week in the green yet again. However could talks of inflation and an alarming jobs report slow down the market? Find out what you need to know in this week’s market recap.See omnystudio.com/listener for privacy information.

The most tax laden asset for most people is their IRA or 401k. That leads most people to consider converting to a Roth IRA to avoid taxes. Well is that always the right thing to do? Find out five things to consider before you convert in this episode of Protect Your Assets.See omnystudio.com/listener for privacy information.

The major indexes had a slow week, with the Dow and Nasdaq both finished slightly down.  There was a lot of press about the GDP number, how should you interpret the news? The market doesn’t necessarily trade-off of the GDP even though the media focuses on it. What should you be looking out for going forward? Find out in this week’s market recap.See omnystudio.com/listener for privacy information.

All three indexes finished in the red this week after the Biden administration proposed an increase on capital gain taxes. What else might lead to other changes in our economy? Find out in this week’s market segment.See omnystudio.com/listener for privacy information.

There are so many factors in achieving a successful retirement. From pensions to taxes, there are a number of areas that retirees may not quite understand. Well find out the most frequently asked questions that we receive in this week’s episode of Protect Your Assets.See omnystudio.com/listener for privacy information.

Medicare is a very complicated aspect of your retirement. There are many different plans and with premiums on the rise, how can you know if you are doing things the right way? Find out 10 things you should know about Medicare in this week’s episode of Protect Your Assets.See omnystudio.com/listener for privacy information.

All Major indexes finished the week in the green yet again. The Dow crossed 34000 for the first time ever and the S&P is approaching 4200. What drove the market higher? Find out the answers in this week’s market recap.See omnystudio.com/listener for privacy information.

Running out of money in retirement is number one worry for most retirees.  How can you make sure your money lasts? Find out how to stress test your portfolio to see if your money is set up to go the distance in this week’s episode of Protect Your Assets.See omnystudio.com/listener for privacy information.

The markets had another great week with all indexes finishing up. As the economy reacts to services starting to take off again, what indicators should you be looking for going forward? Find out what you need to know in this week’s market recap.See omnystudio.com/listener for privacy information.

RMDs are a complicated and important aspect of your retirement plan. As rules change, how could that affect the impact RMDs have in your specific situation? Find out eight things you need to know about your RMD in 2021 in this week’s episode of Protect Your Assets.See omnystudio.com/listener for privacy information.

The markets had a positive reaction to the two trillion infrastructure and spending plan. All indexes finished in the green, with the S&P leading the way as it surpassed 4000 for the first time ever. How will raising corporate tax rates affect the economy? Find out what you need to know in this week’s market recap.See omnystudio.com/listener for privacy information.

How do you implement safety into your retirement plan? Can you balance safety with your ability to earn money in your retirement accounts? Find out five things you need to know in this week’s episode of Protect Your Assets.See omnystudio.com/listener for privacy information.

The market was up and down throughout the week. Why is Tech continuing its downward trend? What does the latest jobless claims report mean for the economy? Find out what you need to know in this week’s market recap.See omnystudio.com/listener for privacy information.

Despite volatility the markets finished the week in the green. Chairman Powell spoke on Wednesday and the markets reacted well to what he had to say. Find out what else you should be looking for in this week’s market recap.  See omnystudio.com/listener for privacy information.