Protect Your Assets

There have been many changes to begin the year 2021. There is a new president and congress, which could lead to some massive changes that could impact your retirement portfolio. With another stimulus most likely on the way, what does that mean for the economy? Find out 5 key areas that you should be watching within the markets and the economy overall in this week’s episode of Protect Yo...

They say you should have technology in your portfolio, but what percentage is right for you? Find out where you may want to rebalance your portfolio in this week’s “They Say” segment. See omnystudio.com/listener for privacy information.

All indexes finished the week in the red, so what happened? Why has the course changed and are we potentially headed for a double dip recession? What does the proposed stimulus mean for interest rates? Find out all you need to know in this week’s market recap. See omnystudio.com/listener for privacy information.

In the second part of our Annual Bootcamp, we give you ideas on how to save and create more wealth for retirement. From the basics on how much to pay yourself, all the way to Roth conversions, there are many ways to take a step in the right direction. Find out what you can do in this week’s episode of Protect Your Assets. See omnystudio.com/listener for privacy information.

They say that you have to start taking your RMD, or required minimum distributions, once you hit the age of 72. However there are some ways to minimize, or even avoid your RMDs. Find out how in this week’s “They Say” segment. See omnystudio.com/listener for privacy information.

Stocks this week extended the rally and closed at all time highs as investors continued to bet on more aggressive stimulus following the democratic sweep in Georgia. What else should you be looking for. Find out if the four pillars of the rally are still intact in this week’s Market recap. See omnystudio.com/listener for privacy information.

In the return of our annual bootcamp series, learn how to get your financial act together for the start of a new year. What can you do to fine-tune your retirement plan? What traps should you avoid? Find all the answers in this week’s episode of Protect Your Assets. See omnystudio.com/listener for privacy information.

Despite the tumultuous year, all major indexes finished positive for the year. The Nasdaq alone finished up 43 percent. As we head into the new year, what major catalysts could shake up the market? Find out in this week’s market recap.   See omnystudio.com/listener for privacy information.

They say that you should set an annual goal to save for retirement. It may not be the right way for you to go about saving your money. Find out in this week’s "they say" segment.   See omnystudio.com/listener for privacy information.

Stocks moved higher this week as the Fed and Congress seemed to get their act together. How long will the Fed continue to provide fiscal support to the economy? How will the covid vaccine shape the markets in the future? Find out in this week’s market recap.--  See omnystudio.com/listener for privacy information.

There are four key questions you need to answer before you retire. Do you have enough money to retire? Do you have an estate plan in order to be tax efficient in passing assets to family? Find out what you need to know in order to have a successful retirement in this episode of Protect Your Assets. See omnystudio.com/listener for privacy information.

The market finished negative for the week, albeit a small amount. With the news of the vaccine for covid being shipped out, what should you be looking for? Find out all the information you need to know in this week’s market recap. See omnystudio.com/listener for privacy information.

Some financial firms say you can withdraw a certain percentage from your retirement accounts without worry. However this can lead to some serious problems for your income in retirement. Find out the truth in this week’s “They Say” segment. See omnystudio.com/listener for privacy information.

Many people think that converting your IRA to a Roth IRA is a no-brainer because of low tax-rates. However there are some key factors to weigh into your decision before you act. Find out 5 reasons why you may not want to do a conversion in this episode of Protect Your Assets. See omnystudio.com/listener for privacy information.

Should you convert your IRA to a Roth IRA because of the low tax rates? There are some red flags you should look out for before you make a decision. Find out the truth in this week’s “They Say” segment. See omnystudio.com/listener for privacy information.

All indexes finished the week in the green. With another stimulus driving optimism what important facets of the economy should you be focusing on? Find out all the answers in this week’s market recap. See omnystudio.com/listener for privacy information.

Social security is a very complicated aspect of your retirement. Did you know that there are over 1300 ways to claim it? Find out what you need to know to maximize your benefit in this episode of Protect Your Assets. See omnystudio.com/listener for privacy information.

The market finished positive across all indexes for the week. We currently experienced the best November since 1928 for the economy. The Dow crossed 30,000 for the first time in history. Does this mean it may be time to sell? Find out all the answers in this week’s market recap. See omnystudio.com/listener for privacy information.

They say you don’t have to pay taxes on your social security income, because you already did when you earned it? Is this true? Find out the truth in this week’s “They Say” segment. See omnystudio.com/listener for privacy information.

The lock-downs caused by the Coronavirus have been stressful and taken a toll on everyone. But did you know that there are positive things to take away from it? You could even consider it a practice run when you retire. Find out 6 ways you could benefit from the current state of things in this week’s episode of Protect Your Assets. See omnystudio.com/listener for privacy information.

There wasn’t much movement within the markets this week. What were the contributing factors? How will manufacturing data affect the market? Find out all the answers in this week’s market recap.   See omnystudio.com/listener for privacy information.

Cases of Covid on the rise again and lockdowns are being reinstated across the country. Does this mean that you should be holding cash? Find out in this week’s “They Say” segment.   See omnystudio.com/listener for privacy information.

They say that you can only get specific institutional funds with certain brokerage firms. Is this true? Find out the truth in this week’s “They Say” segment. See omnystudio.com/listener for privacy information.

How much time will you have for yourself in retirement? Often times people spend more time on finances in retirement than they think. In this episode of Protect Your Assets we will give you 5 tips for better time management when you retire. See omnystudio.com/listener for privacy information.

Markets had another strong week. Pfizer’s announcement of a potential vaccine for Covid-19 led to overall optimism in the financial sector. What other factors should you be looking for as key indicators? Find out the answers in this week’s market recap. See omnystudio.com/listener for privacy information.