Protect Your Assets

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.See omnystudio.com/listener for privacy information.

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.See omnystudio.com/listener for privacy information.

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.See omnystudio.com/listener for privacy information.

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.  See omnystudio.com/listener for privacy information.

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.See omnystudio.com/listener for privacy information.

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.See omnystudio.com/listener for privacy information.

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.See omnystudio.com/listener for privacy information.

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.See omnystudio.com/listener for privacy information.

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.See omnystudio.com/listener for privacy information.

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.

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.See omnystudio.com/listener for privacy information.

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.See omnystudio.com/listener for privacy information.

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.See omnystudio.com/listener for privacy information.

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.See omnystudio.com/listener for privacy information.

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.See omnystudio.com/listener for privacy information.

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.See omnystudio.com/listener for privacy information.

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.  See omnystudio.com/listener for privacy information.

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.  See omnystudio.com/listener for privacy information.

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.  See omnystudio.com/listener for privacy information.

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.See omnystudio.com/listener for privacy information.

All major indexes finished the week negative yet again. What were the underlying factors that contributed to this result? Also what should you be looking for next week? Find out the need to know in this weeks market segment.See omnystudio.com/listener for privacy information.

Do you know how the election will effect the economy? There are many past indicators that can help you decide what moves to make in your portfolio. Does it matter if a democrat or republican are elected into office? How have bonds reacted to past elections? Find out all the answers and more in this episode of Protect Your Assets.See omnystudio.com/listener for privacy information.

Most people worry about running out of money in retirement. However most retirees say that is only half of what they worry about. The other half wonders how do you maintain a sense of fulfillment and happiness? In this episode we go over 7 key elements to enjoying your retirement beyond money itself.See omnystudio.com/listener for privacy information.

Most people are not sure what to do after they retire. Some choose to keep working, but there are other ways to spend your time and gain a sense of fulfillment. Find out what you can do in this weeks “They Say” segment.See omnystudio.com/listener for privacy information.

All major indexes finished negative for the week, with big tech caps getting slammed. What were the factors that caused this to happen? What are the latest unemployment numbers? Find out key information in this week’s Market Recap. See omnystudio.com/listener for privacy information.

Do you know where you will get your income in retirement? Will your money last throughout your retirement years? This is the number one concern of those who are retired or considering retirement. In this episode of Protect Your Assets, we give you 10 things to avoid to not run out of money during your retirement.See omnystudio.com/listener for privacy information.

All major indexes had yet another strong week of gains. US and Chinese officials met this week which had a positive effect upon the economy. What other factors contributed to the strong numbers? Find out in this week’s market recap.  See omnystudio.com/listener for privacy information.

Most people say that diversifying your income in Retirement is a good thing. It all depends on where you are going to pull income from. Find out the answers you need to know about diversification in this week’s “They Say” segment.See omnystudio.com/listener for privacy information.

Have you recently been offered a package from your company asking you to leave or retire? There are many companies doing this to employees in order to save money. Oftentimes people accept them without figuring out if it is a good decision or not. Find out four options to consider regarding your 401k after you leave your job in this episode of Protect Your Assets.See omnystudio.com/listener for privacy information.

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.See omnystudio.com/listener for privacy information.

They say you should always roll over your 401k plan to an IRA if you leave your job. Is this true? Find out what you should do with your 401k in this week’s “They Say” segment.See omnystudio.com/listener for privacy information.

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.See omnystudio.com/listener for privacy information.

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.See omnystudio.com/listener for privacy information.

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.See omnystudio.com/listener for privacy information.

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.See omnystudio.com/listener for privacy information.

"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.See omnystudio.com/listener for privacy information.

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.See omnystudio.com/listener for privacy information.

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.See omnystudio.com/listener for privacy information.

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.

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.See omnystudio.com/listener for privacy information.

Take the PYA Retirement Checklist Challenge! Do you have the right estate plan? Where are you going to get your income in retirement? How can you best manage taxes in the next phase? In this episode find out where you stand in achieving your dream retirement. See omnystudio.com/listener for privacy information.

Is the rally over? All major indexes all ended up negative for the week. What are the key factors contributing to this downturn? Find out what you need to know in this week's market segment.See omnystudio.com/listener for privacy information.

When you finish your estate plan does that mean you are done and can walk away? Find out in this week's "They Say" segment.See omnystudio.com/listener for privacy information.

When you reach the age 65 you have become eligible for medicare. It is known that it can be a confusing thing to take on so what should you be looking out for? In this episode of Protect Your Assets we go over all things Medicare.See omnystudio.com/listener for privacy information.

Do you have family in a nursing facility and are named the power of attorney? If healthcare costs are coming out of your pocket find out what "They Say" in this week's segment.See omnystudio.com/listener for privacy information.

Find out how the major indexes performed this week as earnings seasons continues. Is there a new vaccine for covid-19 and how will that affect the economy? Find out all the answers in this week's market segment.See omnystudio.com/listener for privacy information.

If you have not filed taxes yet, find out some of the strategies still available to you. Learn about how to inform your kids on how to be successful with business and finances. How would you deal with a sudden change of health and its impact upon the rest of your family? Get all the answers in this week's episode of Protect Your Assets.  See omnystudio.com/listener for privacy information.

Do your children have any interest in your business or finance? Tune into this week's "They Say" segment to find out good ways to get your kids to learn about finances and running a business.See omnystudio.com/listener for privacy information.

How does the market keep gaining momentum despite the increase in cases of the coronavirus? Find out in this week's market segment.See omnystudio.com/listener for privacy information.

Do you know the average stay for a Long Term Care? See what "They Say" and if its true or not!  See omnystudio.com/listener for privacy information.