Protect Your Assets

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.

How do you implement safety into your retirement plan? Can you balance safety with your ability to earn money in your retirement accounts? Find out five things you need to know in this week’s episode of Protect Your Assets. See omnystudio.com/listener for privacy information.

The market was up and down throughout the week. Why is Tech continuing its downward trend? What does the latest jobless claims report mean for the economy? Find out what you need to know in this week’s market recap. See omnystudio.com/listener for privacy information.

Despite volatility the markets finished the week in the green. Chairman Powell spoke on Wednesday and the markets reacted well to what he had to say. Find out what else you should be looking for in this week’s market recap.   See omnystudio.com/listener for privacy information.

You often hear that starting or investing in a business when you are young is a good decision. While the experience is invaluable, how can you help your children invest or create a business successfully? Find out in this week's episode of Protect Your Assets. See omnystudio.com/listener for privacy information.

The markets had a great week with all indexes finishing in the green. This was all caused by the new stimulus that is now effective. As the vaccine continues to roll out, what else should you be looking for? Find out in this week’s market recap. See omnystudio.com/listener for privacy information.

They say that you should always let your kids invest in a business because its good experience. However this may not be the case. Find out how you can help your children through this process in this week’s “They Say” Segment. See omnystudio.com/listener for privacy information.

Unfortunately, generating income in retirement can be more complicated than you anticipate and can derail your retirement plans. These mistakes can be avoided if you know what they are and plan ahead. Find out what the five fatal retirement mistakes that people make and ways to avoid them in this week’s episode of Protect Your Assets. See omnystudio.com/listener for privacy information.

There are over three hundred ways to elect your Social Security benefit for couples. With that many options that can lead to some costly mistakes. Find out how and when to take your Social Security in this week’s “They Say Segment.” See omnystudio.com/listener for privacy information.

Markets had mixed results this week. The S&P and Dow both finished slightly up but the NASDAQ finished negative. People are asking why tech keeps going down when rates are rising? Find out the numbers and the answers to your questions in this week’s Market Recap. See omnystudio.com/listener for privacy information.

Did you know that since the pandemic, you are more likely to be a victim to fraud or a scam? Americans lost around 50 billion to fraud and scams last year. As scammers continue to evolve, how can you protect yourself? Find out in this week’s episode of Protect Your Assets. See omnystudio.com/listener for privacy information.

They say if you use a credit lock service, you are protected from scams and fraud. However is that always the best way to go about things? Find out the truth in this week’s “They Say” segment. See omnystudio.com/listener for privacy information.

Wallstreet went for quite the ride this week. All major indexes finished negative with the Nasdaq dropping over four percent. What other economic factors should you be paying attention to? Find out all the answers in this week’s market recap. See omnystudio.com/listener for privacy information.

They say when you turn 72, you must take your required minimum distribution. Is that always true? Find out if there are any alternatives for you in this week’s “They Say” segment. See omnystudio.com/listener for privacy information.

Markets saw some reaction this week to the treasury raising rates. The Dow was up a small amount, but the Nasdaq and the S&P both finished in the red. Was this the beginning of a pull back from all time highs? Find out what key factors you need to pay attention in this week’s Market recap. See omnystudio.com/listener for privacy information.

There are many key dates you need to meet in 2021. It is important to not overlook them in order to avoid costly mistakes that could impact your retirement. Whether it is healthcare choices, taking money from your retirement accounts, or taxes, they all require your due diligence. Find out the dates you need to know in 2021 in this episode of “Protect Your Assets.” See omnystudio.com/l...

The chemistry between you and your financial advisor is a crucial aspect of your retirement goals. Are you compatible? Do you see eye to eye? How do you make sure your advisor is the right person to help guide you through retirement? Find out the five key questions you need to ask any financial advisor before you work with them in this week’s episode of Protect Your Assets. See omnystudio.co...

They say hiring a financial advisor is the first step you should take in achieving your retirement goals. However this may be more complicated than you think. What is the difference between an advisor who is a fiduciary and one who is not? Find out what questions you should be asking in this week’s “They Say” segment. See omnystudio.com/listener for privacy information.