Protect Your Assets

Are you confident your advisor is covering everything that matters for your retirement? In this episode of Protect Your Assets , David Hollander walks through a practical financial advisor checklist, including eight signs that reveal whether your advisor is truly providing comprehensive planning or just focusing on investments. From tax planning and Roth conversions to income strategies and team s...

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Thinking about a Roth IRA conversion in 2025? With tax rates locked in and new deductions available under the Big, Beautiful Bill, this year could be an ideal time to move funds from a traditional IRA or 401(k) into a tax-free Roth IRA. But timing is everything, and making the wrong move could increase your Medicare premiums or push you into a higher tax bracket. In this episode of Protect Your As...

Considering retirement in the near future, or already there? In this episode, David Hollander shares highlights from Liberty Group’s 34-point Retirement Checklist Challenge. The list covers questions about income planning, inflation, Social Security, real estate, and more, designed to help you think through the complexities of retirement. This episode offers a chance to evaluate where you st...

See omnystudio.com/listener for privacy information.

See omnystudio.com/listener for privacy information.

The 2017 tax cuts are no longer temporary. The Big, Beautiful Bill has locked in some provisions while introducing new rules, revised deductions, and expiration dates that affect income, charitable giving, estate planning, and retirement strategies.  In this episode of Protect Your Assets , David Hollander discusses:  Changes to tax brackets, deductions, and exemptions beginning in 2025...

What are the retirement blind spots many people fail to consider? In this episode of Protect Your Assets , David Hollander explores five commonly missed areas that can impact your retirement experience; such as outdated estate planning, shifting tax laws, rising healthcare costs, underestimated longevity, and a potential loss of purpose post-retirement. He also discusses how the new “Big, Be...

Turning 65 soon? You’re not alone in worrying about outliving your savings. In this episode of Protect Your Assets , David Hollander, The Sandman, breaks down the seven most common mistakes that can quietly derail your retirement plans. From imbalanced portfolios to income stream gaps, healthcare costs, and spending patterns, we explore how small missteps can snowball over time. Whether you&...

In this Fourth of July weekend episode of Protect Your Assets , David Hollander considers what financial freedom means in retirement, and the often-overlooked role of retirement health care costs. From navigating Medicare and long-term care options to assessing how health-related expenses may impact your retirement strategy, this episode offers a range of considerations to keep in mind. David also...

Teaching kids about money is one of the most valuable gifts you can give them, and summer is the perfect time to start. In this episode of Protect Your Assets , David Hollander breaks down six essential lessons to help your children or grandchildren build healthy financial habits early.  You’ll learn how to:  Talk about earning, saving, and spending in relatable terms Set up their...

What do wealthy retirees do differently when it comes to spending, investing, and managing their financial future? In this episode of Protect Your Assets , David Hollander shares key lessons from decades of working with high-net-worth clients. You’ll hear insights on purposeful spending, systematic investing, team-based planning, debt strategies, and staying ahead of tax changes. Plus, David...

Thinking about selling your business? In this episode of Protect Your Assets , David Hollander discusses key considerations for business owners preparing for a potential sale. From cleaning up your books to understanding valuation methods like EBITDA and discounted cash flow, you’ll learn how to navigate the transition thoughtfully.  David also explores tax implications, legal planning,...

On this episode of Protect Your Assets , David Hollander delves into the challenges of generational wealth planning and how to avoid the so-called third-generation curse. Discover the key mistakes that can unravel even the largest estates and learn proactive steps to keep your wealth growing for generations to come. From outdated estate plans to business continuity strategies and tax law changes,...

With interest rates projected to fall in 2025, many investors are taking a closer look at what they consider “safe” money—particularly bonds and other fixed income investments. In this episode of Protect Your Assets, David Hollander explains how rate shifts may impact the performance of these traditionally conservative assets. You'll also hear a breakdown of key terms to know whe...

Are you exploring ways to retire early but feeling uncertain about income, savings, or market volatility? In this episode of Protect Your Assets , David Hollander outlines five early retirement strategies that may help you better prepare for the road ahead. From maximizing contributions to tax-advantaged accounts to reassessing lifestyle expenses, discover approaches that could support an earlier...

Thinking about retiring or leaving your job? Before you take that leap, there are a few important things to understand. In this episode of Protect Your Assets , David Hollander—also known as The Sandman—walks through what to do before you retire from your job, including how to handle 401(k) vesting, unused PTO, HSAs, FSAs, and healthcare options. If you’ve been wondering how to t...

Losing a spouse often means stepping into unfamiliar financial territory at a time when decision-making may feel overwhelming. In this episode of Protect Your Assets , David Hollander, joined by his daughter and Wealth Advisor Claire Hollander, offers thoughtful guidance on how widows can begin navigating their financial life after loss. They explore practical first steps, including organizing key...

When David’s client Jim was making sandwiches with his eighth-grade daughter, Jessica, he didn’t expect a lesson on bear markets. But her surprising questions led to a deeper conversation about market downturns, retirement, and what it all really means. In this episode of Protect Your Assets , David “The Sandman” Hollander explains key facts about bear markets, shares insig...

After 25 years on the job, Frank was laid off—and he’s not the only one. With more layoffs happening across the Bay Area, many are left wondering what to do next, especially when it comes to retirement savings like 401(k)s, 403(b)s, or 457 plans.  In this episode of Protect Your Assets , David Hollander, The Sandman, shares five key considerations for those facing job loss and wei...

In this episode of Protect Your Assets , David Hollander discusses five key considerations for strengthening your 401(k) in today’s uncertain market. With insights on interest rates, Fed policy, and economic trends, the episode offers practical strategies to help you reassess your retirement planning, reduce risk, and better position your portfolio for the years ahead.  You can send you...

Will Social Security be there when you need it? In this episode of Protect Your Assets , The Sandman, David Hollander, unpacks recent developments, including privatization discussions and new database access. With so many strategies for claiming benefits, understanding your options is key. Tune in for insights on what could be changing in 2025 and what to consider when planning for retirement.&nbs...

In this episode of Protect Your Assets , host David Hollander discusses the role of annuities in navigating market volatility and protecting your wealth. He provides an in-depth look at fixed index annuities (FIAs) and multi-year guaranteed annuities (MYGAs), comparing them to other investment options like CDs. The episode also addresses common myths surrounding annuities, including misconceptions...

Markets are shifting—are you ready? With economic uncertainty on the rise, understanding alternative investments is more crucial than ever. In this episode of Protect Your Assets , David Hollander, The Sandman, breaks down how sectors like European stocks, healthcare, and bonds are performing, along with private markets and liquid alternatives that could help manage risk. Through real-world...

In this episode of Protect Your Assets , David Hollander, The Sandman, wraps up the Retirement Boot Camp series by exploring how health and wellness impact your ability to enjoy your wealth. Joined by health advocate Sheila Hollander and hyperbaric therapy professional Alex Williams, David shares practical tips on better nutrition, fasting, hydration, and cutting-edge therapies. Later, his daughte...