Protect Your Assets

Medicare can be a difficult thing to navigate in retirement. With rising health care rates and inflation, the cost can cause a lot of stress to those close to retirement. How do you make sure you can afford to pay for your health care needs? Well, find out how to save money when it comes to health care in this week’s episode of Protect Your Assets. See omnystudio.com/listener for privacy inf...

2022—and tax day, April 15th—are just around the corner, and there are several smart money moves you should consider right now before the year is over to help save money on taxes. From checking your withholding and maximizing your retirement plan and HSA contributions, listen to eight tax tips that could save you money. See omnystudio.com/listener for privacy information.

What does the stimulus bill mean for you in the markets? All that and more on this week's market report. The S&P was up 0.3%. NASDAQ had a big drop and came back was off 0.7% for the week. The 10-year treasury finished at 1.57%, and oil is still over $80 a barrel. Stocks had a big drop, and most of the financial media said that it was the result of that hot consumer price index report. But tha...

The Markets had the best October since 2015. After a slight pullback in September, the markets rebounded to finish the month of October at all time highs. With the tax hikes seemingly pushed back, how long can the market stay at such high levels? Find out the answers in this week’s Market Recap.   See omnystudio.com/listener for privacy information.

The Markets had the best October since 2015. After a slight pullback in September, the markets rebounded to finish the month of October at all time highs. With the tax hikes seemingly pushed back, how long can the market stay at such high levels? Find out the answers in this week’s Market Recap.   See omnystudio.com/listener for privacy information.

Are you wondering if your parents are going to be okay financially? It can be a difficult conversation to have without seeming intrusive but it is important. How do you broach the subject? Find out seven questions to ask your parents about their finances in this episode of Protect Your Assets. See omnystudio.com/listener for privacy information.

The market experienced some volatility this week but all major indexes finished the week slightly up. Oil and Natural Gas prices continue to rise. What else should you be paying attention to? Find out in this week’s market recap. See omnystudio.com/listener for privacy information.

Retirement is one of the most important decisions in life. If you are thinking about retiring you must have a plan to avoid costly mistakes. Find out if you are ready by taking our checklist challenge in this week's episode of Protect Your Assets See omnystudio.com/listener for privacy information.

The markets finished the week slightly off as all three major indexes finished the week down. How will increased tax rates impact the economy going forward? Find out what you should be looking out for in this week's market recap. See omnystudio.com/listener for privacy information.

If you are thinking about retiring within the next few years, you need to make some important decisions. There are so many factors to consider to make sure you maximize your money to make it last. Find out five important decisions you need to make before you retire in this week’s episode of Protect Your Assets. See omnystudio.com/listener for privacy information.

The Markets had mixed results this year and the 10 year treasury finished the week slightly positive. How will the latest jobs report affect the economy? All these things will be discussed by the Fed later this month. How should you prepare to make sure you can handle potential changes to our economy? Find out in this week’s market recap. See omnystudio.com/listener for privacy information.

Life is busy and sometimes people forget or just don’t have time to figure out what to do with old 401k plans. Learn some strategies on how to reclaim your money and put it to work for you in this week’s episode of Protect Your Assets. See omnystudio.com/listener for privacy information.

The markets continue to push higher as they continue to set new records. What factors may lead to changes in the current economy? Find out what you should pay attention to in this week’s market recap. See omnystudio.com/listener for privacy information.

You may be considering selling your business and cash out? Odds are this will be one of the most important decisions in your life, and you need to have an exit strategy to avoid mistakes. Find out things you must consider before selling your business in this week’s episode of Protect Your Assets. See omnystudio.com/listener for privacy information.

The markets started strong but finished the week down with all major indexes in the red. The ten year treasury stayed flat again as it can be an indicator of trouble ahead. What else should you be paying attention to in the economy? Find out in this week’s market recap. See omnystudio.com/listener for privacy information.

The number one fear for retirees is running out of money. Many people recommend that you take out 4 percent per year from your retirement accounts and that you will be safe. However, can this strategy actually cause you to run out of money? Find out how the 4 percent rule could be the wrong plan for you in this week’s episode of Protect Your Assets See omnystudio.com/listener for privacy inf...

The markets had a good week with the Down and S&P 500 both finished up, while the Nasdaq finished slightly down. How will infrastructure spend approved by the Senate affect the market and your retirement? Find out what you need to know in this week’s market recap. See omnystudio.com/listener for privacy information.

One of the biggest assets you will transfer to your family will be your real estate. How will the newly passed proposition 19 change your plans? Find out all the key information on how to navigate this new proposition in this week’s episode of Protect Your Assets. See omnystudio.com/listener for privacy information.

The Market finished the week in the green as all indexes as well as the 10 year were up.  What should you be looking for in the weeks to come? Will the Delta Variant stop things in its tracks? Find out in this week’s market recap. See omnystudio.com/listener for privacy information.

Baby boomers have grown up through the biggest and most sustained economic boost in human history. However this does not mean that everything is smooth sailing. According to Barron’s, boomers are unprepared for retirement because of seven key factors. Find out what they are in this week’s episode of Protect Your Assets. See omnystudio.com/listener for privacy information.

It was an action packed week for the markets. Corporate earnings were reported, another fed meeting as well as a huge sell off in China. What else should you be paying attention to? Find out in this week’s episode of Protect Your Assets. See omnystudio.com/listener for privacy information.

With the Delta Variant of Covid-19 causing a shakeup in the market this past week, will your retirement plan be sustainable? Even though the market finished at all time highs, eventually all good things come to an end. Find out how to make sure your financial future can handle all scenarios in this week’s episode of Protect Your Assets. See omnystudio.com/listener for privacy information.

Monday was a down big, with the Dow dropping over 700 points but ended up recovering to finish up slightly for the week. The ten year treasury is still dropping down a little over one percent and oil prices continue to rise. But what caused the market to drop so much on Monday? Find out why in this week’s market recap See omnystudio.com/listener for privacy information.

Do you have an estate plan that has the right documentation and is up to date? Without one your estate will be resolved in probate. This is a painful and expensive process that can be a nightmare for your family. Is a trust the right thing for your situation? Find out 5 estate planning myths that you should be aware of in this week’s episode of Protect Your Assets. See omnystudio.com/listene...

The markets managed to squeak out some gains this week. The ten year treasury finished slightly lower than last week. What is coming next? Find out what you need to know in this week’s market recap. See omnystudio.com/listener for privacy information.