Protect Your Assets

You often hear that starting or investing in a business when you are young is a good decision. While the experience is invaluable, how can you help your children invest or create a business successfully? Find out in this week's episode of Protect Your Assets.See omnystudio.com/listener for privacy information.

The markets had a great week with all indexes finishing in the green. This was all caused by the new stimulus that is now effective. As the vaccine continues to roll out, what else should you be looking for? Find out in this week’s market recap.See omnystudio.com/listener for privacy information.

They say that you should always let your kids invest in a business because its good experience. However this may not be the case. Find out how you can help your children through this process in this week’s “They Say” Segment.See omnystudio.com/listener for privacy information.

Unfortunately, generating income in retirement can be more complicated than you anticipate and can derail your retirement plans. These mistakes can be avoided if you know what they are and plan ahead. Find out what the five fatal retirement mistakes that people make and ways to avoid them in this week’s episode of Protect Your Assets.See omnystudio.com/listener for privacy information.

There are over three hundred ways to elect your Social Security benefit for couples. With that many options that can lead to some costly mistakes. Find out how and when to take your Social Security in this week’s “They Say Segment.”See omnystudio.com/listener for privacy information.

Markets had mixed results this week. The S&P and Dow both finished slightly up but the NASDAQ finished negative. People are asking why tech keeps going down when rates are rising? Find out the numbers and the answers to your questions in this week’s Market Recap.See omnystudio.com/listener for privacy information.

Did you know that since the pandemic, you are more likely to be a victim to fraud or a scam? Americans lost around 50 billion to fraud and scams last year. As scammers continue to evolve, how can you protect yourself? Find out in this week’s episode of Protect Your Assets.See omnystudio.com/listener for privacy information.

Wallstreet went for quite the ride this week. All major indexes finished negative with the Nasdaq dropping over four percent. What other economic factors should you be paying attention to? Find out all the answers in this week’s market recap.See omnystudio.com/listener for privacy information.

They say if you use a credit lock service, you are protected from scams and fraud. However is that always the best way to go about things? Find out the truth in this week’s “They Say” segment.See omnystudio.com/listener for privacy information.

Markets saw some reaction this week to the treasury raising rates. The Dow was up a small amount, but the Nasdaq and the S&P both finished in the red. Was this the beginning of a pull back from all time highs? Find out what key factors you need to pay attention in this week’s Market recap.See omnystudio.com/listener for privacy information.

They say when you turn 72, you must take your required minimum distribution. Is that always true? Find out if there are any alternatives for you in this week’s “They Say” segment.See omnystudio.com/listener for privacy information.

There are many key dates you need to meet in 2021. It is important to not overlook them in order to avoid costly mistakes that could impact your retirement. Whether it is healthcare choices, taking money from your retirement accounts, or taxes, they all require your due diligence. Find out the dates you need to know in 2021 in this episode of “Protect Your Assets.”See omnystudio.com/listener for privacy information.

The chemistry between you and your financial advisor is a crucial aspect of your retirement goals. Are you compatible? Do you see eye to eye? How do you make sure your advisor is the right person to help guide you through retirement? Find out the five key questions you need to ask any financial advisor before you work with them 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 again. How much higher can you expect the market to go? Will more stimulus keep the economy on its current trajectory? Find out the answers you need to know in this week’s market recap.See omnystudio.com/listener for privacy information.

They say hiring a financial advisor is the first step you should take in achieving your retirement goals. However this may be more complicated than you think. What is the difference between an advisor who is a fiduciary and one who is not? Find out what questions you should be asking in this week’s “They Say” segment.See omnystudio.com/listener for privacy information.

Stocks had a big week with all major indexes in the green. This comes from more stimulus and a budget plan which the markets liked. However is there any risk involved? What other economic factors should you be paying attention to? Find out in this week’s Market Recap.See omnystudio.com/listener for privacy information.

What happens to your spouse and family after you pass away? There are many changes that occur when this happens, and one of the biggest are finances. There are three fundamental questions that you need to be able to answer to make sure you are prepared. Find out what they are in this week’s episode of Protect Your Assets.See omnystudio.com/listener for privacy information.

This week the market saw volatility as retail investors banded together to short squeeze large hedge funds. All indexes finished the week in the red. What should you be looking out for in the future? Find out what you need to know in this week’s market recap.See omnystudio.com/listener for privacy information.

They say that when you pass away, your widower or widow could end paying much more in taxes. There are many factors that play into this such as social security, pensions, and more. Find out the truth so you can be prepared in this week’s “They Say” segment.See omnystudio.com/listener for privacy information.

Both social security and Medicare have some serious funding shortfalls. If things stand pat, both of these funds might run out of money sooner than you think. With President Biden announcing that changes are on the horizon what should you be looking out for? Find out all you need to know about Social Security and Medicare in this week’s episode of Protect Your Assets.See omnystudio.com/listener for privacy information.

When you reach age 65, do you automatically get Medicare? Although that may be the case right now, the congressional budget office just said that the hospital insurance trust will run out of money in 2024. What does this mean for you and your Medicare? Find out the truth in this week’s “They Say” segment.See omnystudio.com/listener for privacy information.

All indexes finished the week in the green, with the NASDAQ leading the way. What areas should you be looking to get into and what areas should you avoid? What was the weekly unemployment number? Find out all the information you need to know in this week’s Market recap.See omnystudio.com/listener for privacy information.

There have been many changes to begin the year 2021. There is a new president and congress, which could lead to some massive changes that could impact your retirement portfolio. With another stimulus most likely on the way, what does that mean for the economy? Find out 5 key areas that you should be watching within the markets and the economy overall in this week’s episode of Protect Your Assets.  See omnystudio.com/listener for privacy information.

They say you should have technology in your portfolio, but what percentage is right for you? Find out where you may want to rebalance your portfolio in this week’s “They Say” segment.See omnystudio.com/listener for privacy information.

All indexes finished the week in the red, so what happened? Why has the course changed and are we potentially headed for a double dip recession? What does the proposed stimulus mean for interest rates? Find out all you need to know in this week’s market recap.See omnystudio.com/listener for privacy information.

In the second part of our Annual Bootcamp, we give you ideas on how to save and create more wealth for retirement. From the basics on how much to pay yourself, all the way to Roth conversions, there are many ways to take a step in the right direction. Find out what you can do in this week’s episode of Protect Your Assets.See omnystudio.com/listener for privacy information.

They say that you have to start taking your RMD, or required minimum distributions, once you hit the age of 72. However there are some ways to minimize, or even avoid your RMDs. Find out how in this week’s “They Say” segment.See omnystudio.com/listener for privacy information.

Stocks this week extended the rally and closed at all time highs as investors continued to bet on more aggressive stimulus following the democratic sweep in Georgia. What else should you be looking for. Find out if the four pillars of the rally are still intact in this week’s Market recap.See omnystudio.com/listener for privacy information.

In the return of our annual bootcamp series, learn how to get your financial act together for the start of a new year. What can you do to fine-tune your retirement plan? What traps should you avoid? Find all the answers in this week’s episode of Protect Your Assets.See omnystudio.com/listener for privacy information.

Despite the tumultuous year, all major indexes finished positive for the year. The Nasdaq alone finished up 43 percent. As we head into the new year, what major catalysts could shake up the market? Find out in this week’s market recap.  See omnystudio.com/listener for privacy information.

They say that you should set an annual goal to save for retirement. It may not be the right way for you to go about saving your money. Find out in this week’s "they say" segment.  See omnystudio.com/listener for privacy information.

Stocks moved higher this week as the Fed and Congress seemed to get their act together. How long will the Fed continue to provide fiscal support to the economy? How will the covid vaccine shape the markets in the future? Find out in this week’s market recap.-- See omnystudio.com/listener for privacy information.

There are four key questions you need to answer before you retire. Do you have enough money to retire? Do you have an estate plan in order to be tax efficient in passing assets to family? Find out what you need to know in order to have a successful retirement in this episode of Protect Your Assets.See omnystudio.com/listener for privacy information.

The market finished negative for the week, albeit a small amount. With the news of the vaccine for covid being shipped out, what should you be looking for? Find out all the information you need to know in this week’s market recap.See omnystudio.com/listener for privacy information.

Some financial firms say you can withdraw a certain percentage from your retirement accounts without worry. However this can lead to some serious problems for your income in retirement. Find out the truth in this week’s “They Say” segment.See omnystudio.com/listener for privacy information.

Many people think that converting your IRA to a Roth IRA is a no-brainer because of low tax-rates. However there are some key factors to weigh into your decision before you act. Find out 5 reasons why you may not want to do a conversion in this episode of Protect Your Assets.See omnystudio.com/listener for privacy information.

Should you convert your IRA to a Roth IRA because of the low tax rates? There are some red flags you should look out for before you make a decision. Find out the truth in this week’s “They Say” segment.See omnystudio.com/listener for privacy information.

All indexes finished the week in the green. With another stimulus driving optimism what important facets of the economy should you be focusing on? Find out all the answers in this week’s market recap.See omnystudio.com/listener for privacy information.

Social security is a very complicated aspect of your retirement. Did you know that there are over 1300 ways to claim it? Find out what you need to know to maximize your benefit in this episode of Protect Your Assets.See omnystudio.com/listener for privacy information.

They say you don’t have to pay taxes on your social security income, because you already did when you earned it? Is this true? Find out the truth in this week’s “They Say” segment.See omnystudio.com/listener for privacy information.

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.See omnystudio.com/listener for privacy information.

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.See omnystudio.com/listener for privacy information.

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.  See omnystudio.com/listener for privacy information.

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.  See omnystudio.com/listener for privacy information.

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.See omnystudio.com/listener for privacy information.

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.See omnystudio.com/listener for privacy information.

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.See omnystudio.com/listener for privacy information.

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.See omnystudio.com/listener for privacy information.

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.

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.