Protect Your Assets

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 omnys...

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.

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.

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 pr...

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 a...

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.

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.

"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 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.