Protect Your Assets

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.

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...