Protecting Your Assets with Steve Shyman

In this conversation, Steve Shyman discusses the current economic uncertainty and its impact on retirement planning. He emphasizes the importance of having a solid financial plan that includes safe investments to protect against market volatility. The discussion also covers common myths surrounding Social Security and the potential risks of privatization, advocating for maintaining the current system to ensure financial security for retirees. Also on today's show Client Circle guest Richard. 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.

In this episode of Protecting Your Assets, host Steve Shyman and guest Bron Urbanik discuss various aspects of financial services, focusing on retirement planning and the importance of consumer protection. Bron shares his experiences as a bank liquidation specialist during the FDIC's involvement in bank closures, highlighting the measures taken to protect consumers during financial crises. The conversation transitions to the significance of safe money strategies, particularly index annuities, and the risks associated with market volatility, including the sequence of returns risk that can impact retirement income.  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 episode, Steve Shyman and Tom Hegna discuss essential strategies for retirement planning, emphasizing the importance of guaranteed income, maximizing social security benefits, and the psychological aspects of spending in retirement. Hegna shares insights from his books, highlighting the need for a solid financial plan and the benefits of annuities. The discussion also touches on the concept of hybrid retirement, where individuals can balance work and leisure, and the importance of having a financial advisor to navigate retirement complexities.  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 on into Protecting Your Assets powered by Will Say Financial. Let's talk about some major economic headlines because they are prevalent and scary but most importantly what can you do in the face of what's going on. Clint Circle guests Kent & Bobbie join us today as well to discuss their experience with Wilsave Financial.  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 powered by  WilSave Financial. Uncertainty, It's on the rise. It's all around us. Let's talk about what's going on in the news and most importantly what you can do to protect and grow your wealth. 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 I'm Steve Shyman with Wilsave Financial welcomes special guest Kim Allen to the show today. We will discuss the latest hot topics concerning retirees and try to give you some clarity on what you need to do financially. 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 on in to protecting your assets, Inflation is still marching forward. Social Security cuts look more more likely so what can you do to make sure that you don't run out of money and make your money go farther? We dive in 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.

This week on Protecting Your Assets: America has hit a major milestone, it's what experts call Peak 65. Peak 65 means, now, more people than ever are turning sixty five and stepping into retirement. The big question facing the Peak 65ers is am I really ready for 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.

Welcome to Protecting Your Assets with Steve Shyman with Will Save Financial. We talk about finances and your retirement every week and today we're going to talk about cryptocurrency and more so 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.

Welcome to protecting your assets with Steve Shyman of Will Save Financial. Today we've got a power packed show with a real life social security expert that's going to talk to us about everything social security including what's going wrong and what we can do to fix it. YouTube star Ed Weir joins the program next. 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 edition of Protecting Your Assets. It's a whole new year with a lot of changes. Which means a lot to discuss concerning retirement savings and planning. Client Circle Guest Linda also joins the show to discuss her experience with Wilsave Financial. So let's get started. 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 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.