Protect Your Assets

The Markets had a very strong week in anticipation of the presidential election. What factors led to this positive rally? Find out the answers you need to know in this week’s market recap. See omnystudio.com/listener for privacy information.

Most people do not plan for if and when they are going to need healthcare. Whether that is at home or in a nursing facility, you need to make sure that you communicate your plan to those who will help you throughout the process. Find out how to start the conversation in this week’s “They Say” segment. See omnystudio.com/listener for privacy information.

In this episode of Protect Your Assets, we go over some key components to coming up with a plan if and when you need care. Find out tips on starting the right conversations and how to let your loved ones know what to do in case something happens to you. See omnystudio.com/listener for privacy information.

In this episode of Protect Your Assets we go over 5 tricks that can negatively affect your retirement. From revenue sharing to not looking at your taxes, find out some of the ways you can get bad advice for your specific situation. See omnystudio.com/listener for privacy information.

Sometimes advisors recommend certain products for your portfolio. However these advisors can be taking part in revenue sharing, where they make money based on selling that product to you even if its not the best for your situation. Find out what you should look out for to avoid this trick in this week’s “They Say” segment. See omnystudio.com/listener for privacy information.

The market had a rough week with all three major indexes were negative. With rising concern of another Covid lockdown, what indicators should you be looking for? Find out in this week’s market recap. See omnystudio.com/listener for privacy information.

The Markets were relatively flat this week. With the election looming should you be adding stocks to your portfolio? Find out all the answers to your market questions in this week’s recap.   See omnystudio.com/listener for privacy information.

Did you know that the highest rate of divorce is among those who are over 50 years of age? This can be a slow painful process and you need to plan ahead in order to make sure you are prepared for the next stage in your life. Find out essential information in this episode of Protect Your Assets. See omnystudio.com/listener for privacy information.

Divorce can be a painful process when it comes to splitting assets. However they say that each spouse gets 50 percent. Is this true? Find out in this week’s “They Say” segment. See omnystudio.com/listener for privacy information.

The markets finished up slightly for the week. However with earning seasons coming and a potential second wave of Covid-19, could economic growth stall? Find out in this week’s market segment. See omnystudio.com/listener for privacy information.

They say that you can only put a certain amount of money into your retirement accounts. Is this true? How can you shelter your income from the dreaded tax-man? Find out in this week’s “They Say” segment. See omnystudio.com/listener for privacy information.

There are many different ways to shelter your income before they are subject to taxes. How can you take action before possible changes due to the upcoming election? Find out how to save hundreds of thousands of dollars in this episode of Protect Your Assets. See omnystudio.com/listener for privacy information.

The major indexes all had a strong week. What effect will another potential stimulus have upon the economy? How will the latest jobless claims move the market? Find out all the answers in this week’s market recap. See omnystudio.com/listener for privacy information.

Retirement is one of the most important decisions in someone’s life. Before you pull the trigger there are way’s to “date” retirement. You can test drive different aspects to gain a better understanding of how to create the retirement you’ve always wanted. Find out all the ways to plan ahead in this week’s episode of Protect Your Assets. See omnystudio.com/liste...

They say that income is the most important aspect to retirement. However, one thing that gets overlooked is how you will spend your newfound free time. Find out several ways to fill the void in this week’s “They Say” Segment. See omnystudio.com/listener for privacy information.

All the major indexes finished up slightly for the week. How will the President’s covid-19 diagnosis possibly affect things? What data is important to take in consideration related to the economy? Find out in this week’s market recap. See omnystudio.com/listener for privacy information.

The indexes are continuing to slump as two of the three finished negative for the week. How would a second wave in the coronavirus affect the economy? Find out crucial information about the market in this week’s recap. See omnystudio.com/listener for privacy information.

How often do you review your retirement plan? Oftentimes people do not adjust their retirement when things change accordingly. In this episode of Protect Your Assets, we go over 5 times when you should take a look at your retirement plan to make potential changes. See omnystudio.com/listener for privacy information.

They say that you only need to make adjustments to your retirement plan when major changes happen. Is this true? Find out the truth in this week’s “They Say” segment. See omnystudio.com/listener for privacy information.

Every person experiences that procrastination feeling from time to time. Have you thought about how it can effect your retirement? Do you wonder if it is time to sell stocks? Do you find yourself hesitating to make decisions because of the tax ramifications? Find out the 5 key mistakes most people make by not pulling the trigger in this week’s episode of Protect Your Assets.   See omnys...

All indexes finished the week slightly negative. Are we headed for a double dip recession? How is the housing market going to react to the economy? Find out the key factors to look for in this week’s market recap.   See omnystudio.com/listener for privacy information.

There are many tax ramifications when you sell stock.. When should you be looking to take chips off the table? Find out how to be tax efficient when its time to sell stocks in this week’s “They Say” segment.   See omnystudio.com/listener for privacy information.

When you get ready for retirement should you buy municipal bonds? Are they always the right decision because they are typically regarded as safe? There are key indicators to help you reach the right decision. Find out the truth about bonds in this week's "They Say" segment. See omnystudio.com/listener for privacy information.

All major indexes finished the week negative yet again. What were the underlying factors that contributed to this result? Also what should you be looking for next week? Find out the need to know in this weeks market segment. See omnystudio.com/listener for privacy information.

Do you know how the election will effect the economy? There are many past indicators that can help you decide what moves to make in your portfolio. Does it matter if a democrat or republican are elected into office? How have bonds reacted to past elections? Find out all the answers and more in this episode of Protect Your Assets. See omnystudio.com/listener for privacy information.