Protect Your Assets

As we celebrate the Fourth of July, we should all consider your freedom to retire when, and how you want to. Are you confident that your money will last to live the lifestyle you worked so hard towards? Find out how to create your financial freedom in this week’s episode of Protect Your Assets. See omnystudio.com/listener for privacy information.

It was another good week for the markets as all indexes finished in the green. The price of oil continues but should you be looking at value? Find out what you should be paying attention to in this week’s market recap See omnystudio.com/listener for privacy information.

Annuities are one of the more controversial financial products out there. There are many dissenting opinions about annuities which can create confusion. How do you find out the truth? Find out five ways annuities may be beneficial to your retirement in this week’s episode of Protect Your Assets.   See omnystudio.com/listener for privacy information.

The market had a strong week compared to the previous week. All indexes finished in the green, and the price of oil keeps going up. What other factors continue to drive this market forward? How does the current state of the market affect bonds? Find out what you need to know in this week’s market recap.   See omnystudio.com/listener for privacy information.

The dow finished over three percent in the red as the market reacted to the Fed’s newly proposed interest rate increase. What else should you be looking for? Find out in this week’s market recap See omnystudio.com/listener for privacy information.

The Fed recently released a new proposal to raise interest rates. What does this mean for you and your retirement? How should you be investing as things begin to change? Find out in this week’s episode of Protect Your Assets. See omnystudio.com/listener for privacy information.

Are you thinking of moving to a different state to save on taxes? You might be considering selling your home and taking advantage of all the equity, but which states should you consider? If you move without knowing all the taxes in that state, you may be taking a pay cut. Find out the states with the lowest tax rates compared to the highest in this week’s episode of Protect Your Assets. See...

The market had a decent week, as all major indexes finished in the green. The weekly jobs report continues to show improvement as we continue to recover from the pandemic. What other factors should you be paying attention to that could impact the market? Find out all the information you need to know in this week’s market recap.   See omnystudio.com/listener for privacy information.

The markets had a good week as the Dow, S&P500, and Nasdaq all posted gains. With the weekly jobs claim came out and was pretty good beating estimates. So the question continues, what is going to derail this market? Find what to look out for in the future in this week’s market recap. See omnystudio.com/listener for privacy information.

With the government spending so much money, it is almost a guarantee that taxes will increase. Will it dramatically change your retirement plans? Find out what you need to know in this week's episode of Protect Your Assets. See omnystudio.com/listener for privacy information.

It was a volatile week on wall streets. The S&P 500 and Dow Jones finished in the red while the Nasdaq finished up slightly. What should you be looking for in the economy going forward? Find out in this week’s market recap. See omnystudio.com/listener for privacy information.

Retirement planning for a single person could be more difficult because of having only one source of income. From divorce to being widowed, things can change quickly and you need to be able to react accordingly. It can be a daunting process, so get four tips on how to manage retirement in this week’s episode of Protect Your Assets.   See omnystudio.com/listener for privacy information.

The markets saw some volatility due to inflation rearing its head. What factors contributed to this reaction in the economy? Find out in this week’s market recap.   See omnystudio.com/listener for privacy information.

Do you work for the government or serve for your country? Well you have access to the retirement savings plan known as the Thrift Savings Plan, otherwise known as the TSP. However many people who do qualify often make decisions that cost them a lot of money. Find out the five most common mistakes and how to fix them in regards to the TSP in this week’s episode of Protect Your Assets. See omn...

The market seems to keep going higher and higher. The major indexes finished this week in the green yet again. However could talks of inflation and an alarming jobs report slow down the market? Find out what you need to know in this week’s market recap. See omnystudio.com/listener for privacy information.

The most tax laden asset for most people is their IRA or 401k. That leads most people to consider converting to a Roth IRA to avoid taxes. Well is that always the right thing to do? Find out five things to consider before you convert in this episode of Protect Your Assets. See omnystudio.com/listener for privacy information.

The major indexes had a slow week, with the Dow and Nasdaq both finished slightly down.  There was a lot of press about the GDP number, how should you interpret the news? The market doesn’t necessarily trade-off of the GDP even though the media focuses on it. What should you be looking out for going forward? Find out in this week’s market recap. See omnystudio.com/listener for pri...

All three indexes finished in the red this week after the Biden administration proposed an increase on capital gain taxes. What else might lead to other changes in our economy? Find out in this week’s market segment. See omnystudio.com/listener for privacy information.

There are so many factors in achieving a successful retirement. From pensions to taxes, there are a number of areas that retirees may not quite understand. Well find out the most frequently asked questions that we receive in this week’s episode of Protect Your Assets. See omnystudio.com/listener for privacy information.

Medicare is a very complicated aspect of your retirement. There are many different plans and with premiums on the rise, how can you know if you are doing things the right way? Find out 10 things you should know about Medicare in this week’s episode of Protect Your Assets. See omnystudio.com/listener for privacy information.

All Major indexes finished the week in the green yet again. The Dow crossed 34000 for the first time ever and the S&P is approaching 4200. What drove the market higher? Find out the answers in this week’s market recap. See omnystudio.com/listener for privacy information.

Running out of money in retirement is number one worry for most retirees.  How can you make sure your money lasts? Find out how to stress test your portfolio to see if your money is set up to go the distance in this week’s episode of Protect Your Assets. See omnystudio.com/listener for privacy information.

The markets had another great week with all indexes finishing up. As the economy reacts to services starting to take off again, what indicators should you be looking for going forward? Find out what you need to know in this week’s market recap. See omnystudio.com/listener for privacy information.

RMDs are a complicated and important aspect of your retirement plan. As rules change, how could that affect the impact RMDs have in your specific situation? Find out eight things you need to know about your RMD in 2021 in this week’s episode of Protect Your Assets. See omnystudio.com/listener for privacy information.

The markets had a positive reaction to the two trillion infrastructure and spending plan. All indexes finished in the green, with the S&P leading the way as it surpassed 4000 for the first time ever. How will raising corporate tax rates affect the economy? Find out what you need to know in this week’s market recap. See omnystudio.com/listener for privacy information.