Protecting Your Assets with Steve Shyman

On this edition of Protecting Your Assets host Steve Shyman talks retirement with a special guest. His name is Bron Urbanik, a regional vice president of a major provider of safe money products, fixed index annuities, American Equity. Stay tuned. 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.

This is Steve Shyman with WilSave Financial and you're listening to Protecting Your Assets where today we're going to talk about one of the world's leading investment banks just dropping five critical concerns that retirees could face in 2025 so let's get into it. 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.

Coming up on this edition of Protecting Your Assets: Hey Steve Shyman is just like you he wants to retire with confidence. There are some significant changes in retirement planning that are coming in 2025 so listen up. 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.

Welcome to another episode of "Protecting Your Assets" we talk all about retirement and today we're going to bring up a really interesting article from USA Today about how people think about retirement. All that and more on today's show. 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.

On this edition of "Protecting Your Assets" we're often told that retirement is that magical time when worries just fade away but in reality for many boomers retirement comes with its own set of concerns and today we'll talk about some things to do, and not do, to help you get through 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.

On this week's edition of "Protecting Your Assets" we're going to talk about retirement, those golden years. We spend our whole lives working for it. We dream of lazy days and travel. In fact, we're going to have a client circle interview later on today. One client who's maximizing their efforts. Stay tuned. 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.

Coming up on today's show, trick-or-treating season is here and we're going house to house for some Halloween sweets and talk about how that symbolizes the richest retirement strategies. Don't miss this candy craving celebration! 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.

Welcome to Protecting Your Assets. Today we're going to celebrate the changing of seasons and make sure you don't get left out in the cold. Don't miss our special seasonal tips that you need to know to maximize your financial success. 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.

Do you want to retire like royalty? Well we've got four hard lessons learned by monarchs about money and we're going to share them with you so you can keep your fortune safe in your own castle. If you have any questions about your retirement situation call Wilsave Financial 833-945-7283 or click here to visit the website. Retire, Plan, Save, 401K, IRA, Roth, Healthcare, Taxes See omnystudio.com/listener for privacy information.

Today on Protecting Your Assets we're going to talk about Presidential history and the 12 key decisions that create true success in life according to Warren Buffett. 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.

On this edition of "Protecting Your Assets" we will dive into scams that are out there to be aware of that are focusing on retirees. We will discuss the latest articles concerning market uncertainty, and also the record number of bankruptcies. What does it all mean to your retirement? If you have any questions about your own retirement call Wilsave Financial 833-945-7283 or click here to visit our website. Retiring, Retirement, Saving, Save, Plan, Planning, 401K, Pension, IRA,See omnystudio.com/listener for privacy information.

You're five years for your five years away from retirement. Are you prepared for that financially and emotionally? Let's make sure you have your bases covered If you have any questions about your own retirement call Wilsave Financial 833-945-7283 or click here to visit our website. Retiring, Retirement, Saving, Save, Plan, Planning, 401K, Pension, IRA,See omnystudio.com/listener for privacy information.

A question I hear a lot is, should I do a Roth conversion? As you might guess, the answer depends on your circumstances. But let's talk about some reasons when it might make sense and some reasons when it might not. If you have any questions about your own retirement call Wilsave Financial 833-945-7283 or click here to visit our website. Retiring, Retirement, Saving, Save, Plan, Planning, 401K, Pension, IRA,See omnystudio.com/listener for privacy information.

On this week's show we're going to go over a lot of retirement readiness that you need to know about. We will go over the importance of creating a roadmap that will get you not only to retirement, but all the way through retirement. We will discuss 5 steps that need to be included in your planning 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.

On today's show we've got a very special guest, Kim Allen, fellow advisor and we're going to talk about all the latest financial news. How confusing the information is and most importantly how to create financial certainty in an uncertain world. So stay tuned, we're going to have a great show. If you have any questions about your own retirement call Wilsave Financial 833-945-7283 or click here to visit our website. Retirement, Planning, Saving, 401K, IRA, TSP, Healthcare,See omnystudio.com/listener for privacy information.

On this edition of Protecting Your Assets. We're going to talk about how you can find a financial advisor and not just anyone, but the right one. We will discuss the steps you need to go through to make sure you're doing that right. If you have any questions about your retirement situation call Wilsave Financial 833-945-7283 or click here to visit our website. Retirement, Planning, Saving, 401K, IRA, TSP, Healthcare,See omnystudio.com/listener for privacy information.

On this edition of "Protecting Your Assets" we talk good news and bad news for retirees. How do you handle uncertainty in retirement? Client Circle Guest Bruce will inspire you to get off the couch and get moving in retirement. If you have any questions about your retirement planning call Wilsave Financial 833-945-7283 or click here to visit our website. Planning, Retiring, Saving, 401K, IRA, TSP, 403B, TaxesSee omnystudio.com/listener for privacy information.

Baby Boomers are retiring at 10,000 per day on average and this will impact those already in retirement. On this week’s show we dig into those areas that could change for you. 5 years away from retirement where should your focus be? We have a few keys to dial in on. Retirement “curve” balls that you are not expecting, but you need to be aware of them. If you have questions about your own retirement call Wilsave Financial 833-945-7283 Or click here to visit our website. Retirement, Retire, Plan, Planning, Save, Saving, 401K, Roth, TaxesSee omnystudio.com/listener for privacy information.

On this week's show we jump on the 4% Rule and does it still hold water? So many things will impact you as you move through retirement and your withdrawal rate from you accounts will need to make your money last. We will discuss how to do that very thing. If you have questions about your own retirement call Wilsave Financial 833-945-7283 or click here to visit our website. Or click here to visit our website. Retirement, Retire, Plan, Planning, Save, Saving, 401K, Roth, Taxes See omnystudio.com/listener for privacy information.

On this week's show Steve Shyman welcomes special guest Bron Urbanick VP American Equity. The discussion will be around understanding the challenges facing retirement and planning for those challenges. If you have questions concerning your own retirement call 833-945-7283 Or click here to visit our website. Retirement, Plan, Planning, Save, Saving, 401K, Annuity, IRA, RothSee omnystudio.com/listener for privacy information.

On this week’s show we discuss possible surprises that if you’re not ready for them can wreck your retirement goals. Is your 401K doing all it can for you? We will dive in. We go into real numbers and what they mean, CPI, inflation, all coming up on today’s show. If you have any questions regarding your retirement contact Wilsave Financial 833-945-7283 or click here to visit our website. Retire, Save, Plan, Taxes, 401K, IRA, Healthcare,See omnystudio.com/listener for privacy information.

On this week’s show we discuss the current state of the economy and what it could mean for retirement. What are we most afraid of as we head toward retirement? Great question and we will discuss some answers. Every retirement journey will encounter rough patches so it’s important to recognize them and maneuver. If you have any questions contact Wilsave Financial 833-945-7283 or click here to visit our website. Retirement, Taxes, Planning, 401K, Healthcare, Saving, 403B, IRASee omnystudio.com/listener for privacy information.

On this week’s show Retirement misconceptions that can be detrimental to planning. We will also discuss the little things that can make a big difference in planning for your golden years. Client Circle Guest Bernie joins the show. If you have questions about your own planning call Wilsave Financial 833-945-7283 or click here to visit the website. Retirement, Saving, Planning, IRA, Roth, Taxes, Healthcare, PensionSee omnystudio.com/listener for privacy information.

On this week’s show we talk regret. Could of, should of, or would of is not what you want to be saying about your retirement. We go over some big ones and how you to avoid them. How can you achieve a carefree retirement? We dive in on planning for your retirement success. If you have any questions concerning your retirement call Wilsave Financial 833-945-7283 or click here to visit our website. Retirement. Planning, Saving, 401K, Roth, Taxes, Healthcare See omnystudio.com/listener for privacy information.

On this edition of the show we tackle tips to help you get to retirement. We will discuss the latest as well as the tried and true. Couples headed to retirement need to be on the same page, but many are not. Client Circle guest Corrine and more Happiness 401K. If you have any questions concerning your retirement call Wilsave Financial 833-945-7283 or click here to visit our website. Retirement, Planning, Saving, Annuity, Taxes, Roth, IRA, 401KSee omnystudio.com/listener for privacy information.

On this week’s show we jump on the dangers of inflation and what it could mean to retirees. We have questions you need to be asking your advisor if you haven’t already. Everybody could make some mistakes when it comes to retirement so we thought we would point out some big boo-boos so you can avoid them. Happiness 401K discussion and Client Circle Guest Mary. If you have any questions call Wilsave Financial 833-945-7283 or click here to visit our website. Retire, Retiring, Retirement, Plan, Save, 401K, Roth, Pension,See omnystudio.com/listener for privacy information.

On this week’s show we discuss the parallels between the game of golf and retirement planning. We get into life lessons we can learn from planning for our retirement years. If you have any questions call Wilsave Financial 833-945-7283 or click here to visit our website. Retirement, Saving, Planning, Roth, IRA, 401K, Healthcare, Legacy See omnystudio.com/listener for privacy information.

On this week’s show how the higher cost of living we are experiencing will impact you in retirement. We discuss the big three hurdles you will need to clear. The 4% rule that many follow when withdrawing funds in retirement is dated and we will explain why. We will also throw questions out that you need to have the answers for while planning. We will also answer those very questions so take notes. If you have any questions concerning your retirement call Wilsave Financial 833-945-7283 or click here to visit our website. Retiring, Planning, Saving, Healthcare, 401K, Roth, TaxesSee omnystudio.com/listener for privacy information.

On this week’s show we will discuss changes that will be coming when you enter retirement. How you choose to deal with the changes is vital. Having a plan will help navigate. Retirement and retirement planning has evolved over the last 50 years, we will discuss the Modern Retirement compared to what we all know as traditional retirement. Client Circle guest Eileen joins Steve Shyman and this week's installment of the Happiness 401K If you have any questions concerning your retirement call Wilsave Financial 833-945-7283 or click here to visit our website. Retirement, Risk, Planning, Taxes, Saving, 401K, RothSee omnystudio.com/listener for privacy information.

On this edition we dive into hoops, analogies, and tie it to retirement planning. Sound fun? Buckle up and learn something. Knowing and mastering fundamentals in basketball is a key to success and the same can be said for planning for retirement. Learning from the legends of coaching can help in the game of retirement. If you have any questions concerning your retirement call Wilsave Financial 833-945-7283 or click here and visit our website. Retire, Retiring, Retirement, Plan, Save, 401K, Roth, Pension, See omnystudio.com/listener for privacy information.

On this week’s show we discuss navigating taxes in retirement. The Roth is one tool that has been around since the late 90’s and we will discuss the benefits. Happiness 401K has become a staple on the show, because we all want to find our happy. Client Circle guest this week is Joyce. If you have any questions call Wilsave Financial 833-945-7283 or click here to visit our website. Retirement, Planning, Roth, IRA, TSP, Saving, TaxesSee omnystudio.com/listener for privacy information.

Coming up on this week's show we will cover the worst retirement advice and what to do if you are following it. Client Circle guest Dafton joins Steve Shyman, and we talk Happiness 401K and what it is all about. If you have any questions concerning your retirement call Wilsave Financial 833-945-7283 or click here to visit our website. Retire, Plan, Budget, Save, Taxes, Roth, 401K, PensionSee omnystudio.com/listener for privacy information.

On this week’s show we have some fun discussing the similarities between game planning for football and mapping out your retirement. Retire like a champ in 4 easy steps. We will also visit the happiness 401K discussion and why it's so important. If you have any questions call Wilsave Financial 833-945-7283 or click here to visit the website. Retire, Save, Plan, Taxes, 401K, Roth, HealthcareSee omnystudio.com/listener for privacy information.

Retirement is all About Change, are you Ready? On this week’s show we will discuss changes that will be coming when you enter retirement. How you choose to deal with the changes is vital. Having a plan will help navigate. Retirement and retirement planning has evolved over the last 50 years, we will discuss the Modern Retirement compared to what we all know as traditional retirement. We dive into the Happiness 401K and why it is so important.. If you have any questions concerning your retirement call Wilsave Financial 833-945-7283 or click here. Retirement, Risk, Planning, Taxes, Saving, 401K, RothSee omnystudio.com/listener for privacy information.

On this week’s show new year financial resolutions. What steps should you be taking to strengthen your finances in the new year? Achieving financial happiness in retirement is possible, but will a different path for each of us. Happiness 401K is always about finding the "Happy" in retirement. If you have any questions call Wilsave Financial 833-945-7283. Retirement, Safety, Planning, Saving, 401K, Roth, IRA, TaxesSee omnystudio.com/listener for privacy information.

The importance of financial planning for retirement is a subject we focus on each week. Our friends in Hollywood have long used the subject as a source for comedy. We will provide a few examples, but also stress how serious this is for you as you move toward your own retirement. Happiness 401K and Client Circle guest Kathy. If you have any questions about retirement planning call Wilsave Financial 833-945-7283. Retirement, Planning, Saving, Taxes, Healthcare, 401K, RothSee omnystudio.com/listener for privacy information.

On this week’s show we discuss things you should be doing as the year comes to end when it comes to retirement planning. Another installment of The Happiness 401K with a Client Circle guest Luz stopping by. We want retirement to be the best that it can be, so we have some planning pitfalls to avoid. If you have any questions concerning your retirement call Wilsave Financial 833-945-7283. Planning, Retiring, Saving, Taxes, 401K, Roth, IRASee omnystudio.com/listener for privacy information.

On this edition we dive in on Secure Act 2.0 provisions already in play, plus what is coming in 2024. We will also focus on often overlooked questions that can have a big impact on your retirement. Happiness 401K and Client Circle guests Greg & Mary. If you have any questions concerning your own retirement scenario call Wilsave Financial 833-945-7283. Retiring, Planning, Saving, 401K, Roth, IRA, TSP, 403BSee omnystudio.com/listener for privacy information.

On today’s show you’re 10 years out from retirement and planning for retirement is vital. We have financial red zone tips on today’s show. When do you withdraw from your retirement accounts and in what order? We will discuss some winning moves as well as moves to avoid. Also more Happiness 401K discussion along with Client Circle guest Joyce. If you have any questions around your retirement call Wilsave Financial 833-945-7283. Retirement, Income, Taxes, Roth, 401K, Planning, Insurance See omnystudio.com/listener for privacy information.

On this week’s episode The US Retirement income system received a C+ grade achieving just a score of 63 or should we say underachieving. We will discuss and give you ways to get an A+ retirement plan. Client Circle guest Aida sits down with Steve and talks about her experience with Wilsave Financial as a client. If you have any questions about your own retirement call Wilsave Financial 8330945-7283. Retirement, Pension, Healthcare, Planning, Taxes, Roth, 401KSee omnystudio.com/listener for privacy information.

On this week's show we discuss the latest news from Wall Street and what that means for retirement planning. Running out of money in retirement is the number one fear for retirees, we will go over how to avoid this fate. Creating the Happiness 401K is vital and we will discuss what that means for your bigger picture. If you have any questions concerning your own retirement call Wilsave Financial 833-945-7283. Retirement, 401K, IRA, RMD, Savings, Planning, TaxesSee omnystudio.com/listener for privacy information.

On this week’s show we get into the “Do’s and Don’ts” of retirement planning. Facing your financial fears heading into retirement is very important. First step is identifying those fears and then work on how to overcome those fears. More on the "Happiness 401K" this week. If you have any questions or concerns about your retirement call Wilsave Financial 833-945-7283. Retirement, Planning, 401K, IRA, Taxes, Savings, See omnystudio.com/listener for privacy information.

On this edition of "Protecting Your Assets" we dive into a recent Northwestern Mutual Study on Financial instability. Some of the top economic articles that will impact retirement make the show this week. Chicago making headlines for all the right reasons. We will also continue our discussion around the happiness 401K. If you have any questions concerning your retirement call Wilsave Financial 833-945-7283. Retire, Savings, Roth, TSP, 401K, Planning, Taxes, 403BSee omnystudio.com/listener for privacy information.

On this week's show we tackle planning for the retirement life you want. We will discuss retirement planning assumptions to avoid. There are six and you will want to make sure you are not following these assumptions. We will also dive in on ‘little” things that can make a big difference in your retirement. We will also feature our Client Circle guests -Greg and Mary. If you have any questions about your own call Wilsave Financial 833-945-7283. Planning, Plan, Savings, Save, Taxes, 401K, Roth See omnystudio.com/listener for privacy information.

On this week's show we start with a deep dive into the Oprah and Arthur Brooks book "Build The Life You Want". The book discusses achieving happiness. The "Happiness 401K" in the book is all about gaining control of your financial life. We will also have a client circle interview with Corrine. If you have any questions concerning your retirement call Wilsave Financial 833-945-7283. Plan, Save, Money, Taxes, IRA, Roth, 401KSee omnystudio.com/listener for privacy information.

On this week's edition we focus in on the latest from the city of Chicago. Foodie news with new restaurant Miru is making a big splash. Best colleges list came out and three local schools made the top 10. Retirement planning can be impacted by the latest financial news we will hit the headlines. Picking the right financial advisor for you is a very important decision. Don't take it lightly. We have a client spotlight on today's show and let us just say you don't want to miss Syble. If you have any questions concerning your retirement call Wilsave Financial 833-9457283. Retire, Save, Plan, 401K, Roth, IRA, TaxesSee omnystudio.com/listener for privacy information.

On this week's edition we dive into all things Chicago. Great restaurants are popping up all over. You want to enjoy your retirement so plan well to achieve that goal. You may want to dine out at one of the new restaurants or take that special vacation once you retire. Coming up we will discuss financial planning myths. What is fact, what is fiction, or what is somewhere in between. If you have any questions concerning your retirement call Wilsave Financial 833-945-7283. Retirement, Planning, Saving, Taxes, 401K, Pension, Roth, InsuranceSee omnystudio.com/listener for privacy information.

On this week’s edition we discuss tips that can help you gain control of your finances and your retirement. Real life case studies will be presented. We will also discuss the latest financial news articles that caught the eye of Steve Shyman. If you have any questions call Wilsave Financial 833-945-7283. Planning, Retirement, Savings, Taxes, 401K, TSPSee omnystudio.com/listener for privacy information.

On this week’s show we dive into big money mistakes by very familiar names. We will also give you tips on how to avoid the same mistakes. How can an advisor help in similar situations? The reason Steve Shyman is in this business is because his dad made some big financial mistakes late in life that could have been avoided with a plan. We dive in and discuss. Top financial articles that caught the attention of the show we will also make this week's edition. If you have any questions concerning your retirement call Wilsave Financial 833-945-7283. Retirement, Planning, Save, Taxes, 401K, Pension,See omnystudio.com/listener for privacy information.

On this week’s show we are gearing up for football, so we thought we would compare game planning for the big Sunday game to game planning for your retirement. We will dive into the X’s & O’s of retirement planning. The latest financial news takes center stage and what it means to you and your retirement. If you have any questions concerning your retirement contact Wilsave Financial 833-945-7283. Planning, Retirement, Savings, Taxes, Roth, IRASee omnystudio.com/listener for privacy information.