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Protecting Your Assets with Steve Shyman

Protecting Your Assets with Steve Shyman

116 episodes — Page 3 of 3

Ep 131Achieve an A+ Retirement Plan with Client Circle Guest "Aida"

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.

Nov 3, 202351 min

Ep 130Create Financial Security, and Client Circle Guest Corrine

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.

Oct 29, 202351 min

Ep 129Busting Some Retirement Myths and Clint Circle Guest Tony

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.

Oct 21, 202351 min

Ep 128Financial Security, Life Purpose in Retirement, and Client Circle Guest Kathy

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.

Oct 14, 202352 min

Ep 127Planning for the Retirement Life You Want with Client Circle guests Greg and Mary.

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.

Oct 7, 202351 min

Ep 126Your "Happiness 401k" Vol1 with Client Circle Guest Corrine

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.

Sep 30, 202351 min

Retirement Planning when there’s Financial Uncertainty with Client Circle Guest Syble

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.

Sep 23, 202350 min

Ep 124Retirement Myths Fact or Fiction?

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.

Sep 16, 202352 min

Ep 123Impactful Retirement Tips with Real Life Stories.

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.

Sep 2, 202347 min

Ep 122Hollywood Financial Mistakes to Learn From.

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.

Aug 26, 202351 min

Ep 121Just Like the 85' Bears You Need a Game Plan to Win in Retirement

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.

Aug 19, 202350 min

Ep 120Lower Your Taxes in Retirement with Special Guest Kim Allen

On this week's edition host Steve Shyman welcomes special guest Kim Allen. Mr. Allen hails from Ohio and has 30 years in the financial industry and sits in this week to discuss the importance of tax planning. If you have questions about your retirement and planning for taxes call Wilsave Financial 833-945-7283.See omnystudio.com/listener for privacy information.

Aug 12, 202350 min

Latest Economic Impact on Retirement Planning

On this week’s episode we discuss the latest interest rate hike and what it means for retirement planning. Keeping your retirement planning intact during rocky economic times is vital and we will discuss how to do it. Two retirement generations are front and center when it comes to retirement, Generation X-er’s and the Baby Boomers. We discuss the latest numbers. If you have any questions about your retirement contact Wilsave Financial 833-945-7283. Retire, Save, Plan, Roth, 401K, TaxesSee omnystudio.com/listener for privacy information.

Aug 5, 202351 min

Ep 118Financial Wisdom from our Favorite Sitcoms

On this week’s show we look back and some well known sitcoms that provide interesting financial planning do’s and don’ts. We will also take a look at low-risk high-reward alternatives to build your nest egg. The word annuity doesn’t have to be a bad word and there could be one that would fit well in your retirement plan. If you have any questions about your own retirement scenario call Wilsave Financial 833-945-7283. Retirement, Planning, Saving, Annuity, IRA, Roth, 401KSee omnystudio.com/listener for privacy information.

Jul 29, 202349 min

Ep 117Get Retirement's Three "C's", Clarity, Control, and Confidence

On this week's edition we discuss the three C's, Clarity, Control, and Confidence. We will also dig into the real purpose of your retirement dollars. It is also quiz time, what does it take to have a successful retirement. If you have any questions about your retirement call Wilsave Financial 833-945-7283. Retire, Retirement, Plan, Planning, Annuity, Insurance, 401K, IRASee omnystudio.com/listener for privacy information.

Jul 22, 202349 min

Ep 116Retirement Chicago Style

On this week's show we discuss the top financial stories that are impacting retirement planning. Good news stories for Illinois residents we will discuss. Also on today's program a Social Security quiz, we will put Steve Shyman to the test. If you have any questions about your own retirement call Wilsave Financial 833-945-7283. Retire, Retirement, Plan, Planning, Annuity, Insurance, 401K, IRASee omnystudio.com/listener for privacy information.

Jul 15, 202348 min