Show overview
Protecting Your Assets with Steve Shyman has been publishing since 2023, and across the 3 years since has built a catalogue of 104 episodes. That works out to roughly 90 hours of audio in total. Releases follow a fortnightly cadence.
Episodes typically run thirty-five to sixty minutes — most land between 51 min and 52 min — and the run-time is fairly consistent across the catalogue. None of the episodes are flagged explicit by the publisher. It is catalogued as a EN-US-language Business show.
The show is actively publishing — the most recent episode landed 6 days ago, with 15 episodes already out so far this year. Published by Broadcasting Experts, LLC.
From the publisher
On Protecting Your Assets with Steve Shyman, Chicago's retirement, income and wealth coach helps thousands of people plan for a better financial life. Steve helps his clients avoid financial industry traps and manage as much risk, distress and confusion as possible. He treats the goals/objectives of each of his clients as if they were his own, in order to provide sound financial advice. Secure the peace of mind that you're entitled to. Meet with a fiduciary who commits himself to honest and integrity.
Latest Episodes
View all 104 episodesEye of The Hurricane Retirement Planning
How to Plan for Calm When Life Seems Uncertain & Clint Circle Guest Joyce
460 Billion Made Safe for Retirement Last year, Are You protected?
A.I. Retirement Planning Suggestions with Client Circle Guest Marlene
Ep 215Retirement Planning in Dangerous Times
In this episode, Steve Shyman from WilSave Financial shares his insights on retirement planning amidst market volatility, emphasizing the importance of guarantees, strategic diversification, and proactive planning to secure your golden years. If you have any questions about retirement planning call Wilsave Financial 833-945-7283 or click here to visit our website Retire, Plan, Save IRA, 401K, Healthcare, Longevity, TaxesSee omnystudio.com/listener for privacy information.
Ep 214Geopolitical Tensions and The Impact On Your Retirement
In this episode of Protecting Your Assets, host Steve Shyman discusses how geopolitical tensions, market volatility, and economic risks impact retirement planning. He shares strategies to safeguard your retirement savings against global uncertainties and emphasizes the importance of personalized financial plans. If you have any questions about retirement planning call Wilsave Financial 833-945-7283 or click here to visit our website Retire, Plan, Save IRA, 401K, Healthcare, Longevity, Taxes See omnystudio.com/listener for privacy information.
Ep 213Warren Buffett Retirement Tips
Welcome to Protecting Your Assets, retirement planning needs to be customized to you. This episode explores essential retirement planning strategies, Warren Buffett's investment principles, estate planning, and how to navigate market volatility. Hosted by Steve Shyman, it offers practical advice for securing your financial future. If you have any questions about retirement planning call Wilsave Financial 833-945-7283 or click here to visit our website Retire, Plan, Save IRA, 401K, Healthcare, Longevity, TaxesSee omnystudio.com/listener for privacy information.
Ep 212Handling Taxes in Retirement
In this episode of Protecting Your Assets, Steve Shyman discusses the increasing uncertainty in the world and its impact on retirement planning. He emphasizes the importance of adapting retirement strategies to reflect the changing mindset of retirees, who are living longer and more active lives. The conversation covers various topics including investment strategies for longevity, the significance of understanding sequence of returns risk, the benefits of Roth conversions, and the widow's penalty in tax planning. Additionally, the episode addresses healthcare costs, the importance of shopping for prescription medications, and practical scenarios retirees may face in their planning. If you have any questions about retirement planning call Wilsave Financial 833-945-7283 or click here to visit our website. Retire, Plan, Save IRA, 401K, Healthcare, Longevity, TaxesSee omnystudio.com/listener for privacy information.
Ep 211Eliminate Financial Anxiety and Income Insecurity
In this episode of Protecting Your Assets, Steve Shyman discusses the essential steps to replace your paycheck in retirement. He emphasizes the importance of having a solid retirement plan that accounts for income needs, social security gaps, and the impact of inflation. The conversation covers the relevance of the 4% rule, the necessity of creating income streams rather than just taking withdrawals, and the risks associated with market concentration. Scheinman introduces fixed index annuities as a solution to provide predictable income and mitigate risks, including sequence of returns risk, while also addressing the decline of traditional pensions and the need for financial security in retirement. If you have any questions about retirement planning call Wilsave Financial 833-945-7283 or click here to visit our website Retire, Plan, Save IRA, 401K, Healthcare, Longevity, TaxesSee omnystudio.com/listener for privacy information.
Ep 210Market Indicators Flashing Red, Are You Paying Attention?
In this episode of Protecting Your Assets, Steve Shyman discusses the importance of proactive retirement planning in light of current market conditions and cultural shifts in retirement. He emphasizes the need for customized financial strategies to address longevity, healthcare costs, and tax implications, particularly focusing on the IRMA surcharge for Medicare. The conversation also highlights the risks associated with market volatility and the necessity of having a solid plan to ensure financial security in retirement. If you have any questions about retirement planning call Wilsave Financial 833-945-7283 or click here to visit our website Retire, Plan, Save IRA, 401K, Healthcare, Longevity, TaxesSee omnystudio.com/listener for privacy information.
Ep 209Retirement Moves to Make without Fear of Loss
In this episode, Steve Shyman delves into the emotional and psychological aspects of retirement planning. Steve discusses the fears that retirees face, including financial anxiety, the fear of spending, and the emotional impacts of financial decisions. The conversation emphasizes the importance of having a solid plan that provides clarity, control, and confidence, while also addressing current market trends and economic uncertainties. Listeners are encouraged to seek professional advice to navigate their retirement planning effectively. If you have any questions about retirement planning call Wilsave Financial 833-945-7283 or click here to visit our website Retire, Plan, Save IRA, 401K, Healthcare, Longevity, TaxesSee omnystudio.com/listener for privacy information.
Ep 208Are You on Track for Your Retirement?
In this episode of Protecting Your Assets, host Steve Shyman discusses the evolving landscape of retirement planning, emphasizing the importance of adapting to new realities such as longer life expectancies, inflation, and technological advancements. He explores the implications of the Tax Cuts and Jobs Act, strategies for legacy planning, and the significance of lifestyle changes in retirement. The conversation also includes practical advice for navigating real-life retirement scenarios, highlighting the need for a comprehensive financial plan that encompasses both financial security and personal fulfillment. If you have any questions about retirement planning call Wilsave Financial 833-945-7283 or click here to visit our website Retire, Plan, Save IRA, 401K, Healthcare, Longevity, TaxesSee omnystudio.com/listener for privacy information.
Ep 207Retirement Tips The wealthy Follow Plus Special Guest Mark of Vito's Vault
In this episode of Protecting Your Assets, host Steven Shyman discusses the importance of early retirement planning, the habits of wealthy individuals, and the significance of maximizing tax-advantaged accounts. He emphasizes the need for wise investing strategies to protect against inflation and market volatility. The conversation also touches on the current precarious state of the market, historical context, and the potential impact of AI on retirement planning. Special guest Mark Virkler introduces Vito's Vault, a unique entertainment venue in Chicago, and the episode concludes with real-life retirement scenarios and solutions. If you have any questions about retirement planning call Wilsave Financial 833-945-7283 or click here to visit our website Retire, Plan, Save IRA, 401K, Healthcare, Longevity, TaxesSee omnystudio.com/listener for privacy information.
Ep 206What to Know About Retirement taxes 2026 with Client Circle Guest Pete
In this episode, Steve Shyman discusses the recent passing of Bob Weir from the band The Grateful Dead and transitions into the importance of early saving for retirement. The conversation covers various tax strategies, especially in light of the Tax Cut and Jobs Act extension, and emphasizes the significance of proactive tax planning for pre-retirees. The discussion also highlights the benefits of Roth IRAs, charitable remainder trusts, and the importance of creating tax-diversified income streams. Real-life client experiences are shared to illustrate the impact of financial planning, and various retirement scenarios are explored to provide insights into effective retirement strategies. If you have any questions about retirement planning call Wilsave Financial 833-945-7283 or click here to visit our website Retire, Plan, Save IRA, 401K, Healthcare, Longevity, TaxesSee omnystudio.com/listener for privacy information.
Ep 205Achieving Financial Independence, and Client Circle Guest Joyce
In this episode of 'Protecting Your Assets', Steve Shyman discusses the importance of financial independence amidst growing uncertainty. He emphasizes that true financial independence is not just about having a large bank balance, but rather having sufficient resources to cover living expenses without relying on a paycheck. The conversation explores the role of passive income, the significance of planning, and the need to overcome misconceptions about wealth. Additionally, the episode highlights the importance of happiness and relationships in retirement, shares real client stories, and provides practical strategies for those in their 50s to prepare for retirement. The episode concludes with various scenarios that illustrate effective financial planning. If you have any questions about retirement planning call Wilsave Financial 833-945-7283 or click here to visit our website Retire, Plan, Save IRA, 401K, Healthcare, Longevity, TaxesSee omnystudio.com/listener for privacy information.
Ep 204Estate Planning with Special Guest Jim Meason
In this episode of 'Protecting Your Assets', host Steve Shyman and estate planning attorney Jim Meason discuss the critical importance of estate planning, including the role of trusts, the probate process, and the necessity of powers of attorney. They share real-life stories that illustrate the consequences of inadequate planning and emphasize the need for proactive measures to protect assets and ensure family harmony. The conversation also covers estate taxes and strategies to avoid probate, highlighting the benefits of working with a professional to navigate these complex issues. If you have any questions about retirement planning call Wilsave Financial 833-945-7283 or click here to visit our website Retire, Plan, Save IRA, 401K, Healthcare, Longevity, TaxesSee omnystudio.com/listener for privacy information.
Ep 203Mastering Retirement Planning
In this episode of 'Protecting Your Assets', Steve Shyman discusses essential strategies for retirement planning, emphasizing the importance of starting early, avoiding common financial mistakes, and preparing for unexpected expenses. The conversation covers various topics including income planning, handling windfalls, health care considerations, and the role of insurance in safeguarding financial stability. Listeners are encouraged to seek professional guidance to create a customized retirement plan that aligns with their individual goals and needs. If you have any questions about retirement planning call Wilsave Financial 833-945-7283 or click here to visit our website Retire, Plan, Save IRA, 401K, Healthcare, Longevity, TaxesSee omnystudio.com/listener for privacy information.
Ep 202Essential Year-End Tax Strategies for Retirees, and Client Circle Guest Char
In this conversation, host Steve Shyman discusses essential strategies for retirement planning, focusing on year-end tax strategies that can significantly impact retirees and pre-retirees. The discussion emphasizes the importance of making timely financial moves to enhance retirement savings and reduce tax liabilities. Key topics include required minimum distributions (RMDs), gifting strategies, and often-overlooked deductions that can lead to substantial savings. If you have any questions about retirement planning call Wilsave Financial 833-945-7283 or click here to visit our website Retire, Plan, Save IRA, 401K, Healthcare, Longevity, TaxesSee omnystudio.com/listener for privacy information.
Ep 201Retirement Challenges and Solutions, w/Client Circle Guest Jim & Robin
In this episode of Protecting Your Assets, Steve Shyman discusses the various challenges retirees face today, including inflation, rising healthcare costs, longevity risk, market volatility, and the uncertainty surrounding social security and pensions. He emphasizes the importance of having a well-structured retirement plan that addresses these issues and provides strategies for ensuring financial security in retirement. The episode also features real-life experiences from clients, highlighting the value of personalized financial advice. If you have any questions about retirement planning call Wilsave Financial 833-945-7283 or click here to visit our website Retire, Plan, Save IRA, 401K, Healthcare, Longevity, TaxesSee omnystudio.com/listener for privacy information.
Ep 200Economic News You Can Use, With Client Circle Guests Ron & Irena
On this 200th episode of Protecting Your Assets, host Steve Shyman discusses the latest economic news and how that could impact retirement planning. Trading economics and the United States debt balance on auto loans is stop number one. Followed by a discussion on the impact of massive credit card debt and what they may mean for people headed toward retirement. Warren Buffet at age 95 making a statement with his activity and Steve spends time looking at the latest from the Oracle of Omaha. Client Circle guests Ron & Irena interview gives insight into the Wilsave process. If you have any questions about retirement planning call Wilsave Financial 833-945-7283 or click here to visit our website Retire, Plan, Save IRA, 401K, Healthcare, Longevity, TaxesSee omnystudio.com/listener for privacy information.