Protecting Your Assets with Steve Shyman

On this 200th episode of Protecting Your Assets, host Steve Shyman discusses the latest economic news and how that could impact retirement planning. Trading economics and the United States debt balance on auto loans is stop number one. Followed by a discussion on the impact of massive credit card debt and what they may mean for people headed toward retirement. Warren Buffet at age 95 making a stat...

In this conversation, Steve Shyman discusses financial journalist Andrew Ross Sorkin latest article on the parallels between today's Wall Street and the market of 1929, highlighting the potential risks of an impending economic crash. We also chat up the role of AI and technology in the current economic boom, and express concerns about its sustainability and the possibility of a downturn. Client Ci...

In this conversation, Steve Shyman discusses the evolving landscape of retirement planning, emphasizing the need for updated strategies in light of changing economic conditions, inflation, and the potential cuts to Social Security. He critiques the outdated 4% withdrawal rule and highlights the importance of guaranteed income for a secure retirement. The discussion also touches on employee happine...

In this conversation, Steve Shyman discusses the importance of reviewing annuities in light of changing interest rates and the evolution of annuity products. He emphasizes the need for clarity, control, and confidence in retirement planning, particularly regarding hidden fees in variable annuities and the potential benefits of 1035 exchanges. The discussion also covers the tax implications of reti...

In this episode of Protecting Your Assets, Steve Shyman and Morgan Patrick discuss the critical aspects of retirement planning, including common myths, healthcare costs, tax strategies, and the importance of early savings. They emphasize the need for a comprehensive plan that includes estate planning and beneficiary designations, as well as the benefits of Roth conversions and annuities for guaran...

In this episode of Protecting Your Assets, Steve Shyman discusses various aspects of retirement planning, including the implications of paying off a mortgage, understanding retirement income needs, the downsizing dilemma, the importance of savings, and the impact of inflation on retirement income. He also explores the Buffett Indicator and its implications for market trends, the emotional side of...

In this episode of Protecting Your Assets, Steve Shyman discusses the increasing uncertainty surrounding retirement planning in today's economic climate. He emphasizes the importance of having a solid retirement plan, especially as many Americans feel unprepared for retirement. The conversation explores the emotional aspects of retirement, the necessity of managing negative emotions, and the chall...

In this episode of Protecting Your Assets, Steve Shyman discusses the essential steps for creating a successful retirement plan. He emphasizes the importance of having a clear vision for retirement, building a smart income distribution strategy, and understanding the tax implications of retirement savings. The conversation also touches on the impact of divorce on financial stability and provides r...

In this episode of Protecting Your Assets, Steve Shyman discusses the critical differences between saving and investing, emphasizing the importance of timing and balance in financial planning. He highlights the need for a comprehensive retirement strategy that considers longevity, inflation, and personal goals. The conversation also explores the concept of phased retirement, allowing individuals t...

In this episode, Steve Shyman discusses common financial mistakes that baby boomers make as they approach retirement. The conversation covers critical topics such as the implications of Social Security, the importance of early retirement contributions, risk management in investments, and the necessity of tax planning. Additionally, the episode highlights the challenges faced in the first year of r...

In this episode of Protecting Your Assets, hosts Steve Shyman discusses a proposed government initiative to provide $1,000 seed money for newborns to invest in tax-deferred accounts. He explores the implications of this initiative on retirement planning and the potential widening of wealth gaps. The conversation then shifts to the impact of financial stress on individuals, highlighting a study tha...

In this episode of Protecting Your Assets, Steve Shyman discusses the importance of financial planning for retirement, addressing common financial missteps and how to avoid them. He emphasizes the emotional aspect of money management and the need for clarity, control, and confidence in financial decisions. The conversation covers various topics including the significance of Social Security, the ro...

In this episode of Protecting Your Assets, Steve Shyman discusses the current economic climate, highlighting warnings from Jamie Dimon about potential risks in the financial markets. The conversation shifts to retirement spending patterns, emphasizing the importance of having a flexible withdrawal strategy. Steve stresses the need for clarity, control, and confidence in retirement planning, and in...

In this episode, Steve Shyman discusses the various stages of retirement planning, emphasizing the importance of preparation, purpose, and financial security. He outlines the pre-retirement phase, the launch into retirement, the honeymoon phase, and the need for ongoing purpose and structure in retirement. The conversation also highlights the significance of working with fiduciaries and understand...

On this episode of Protecting Your Assets, Steve Shyman discusses the secrets to retiring with ease, emphasizing the importance of building multiple income sources, ensuring guaranteed income, and simplifying financial accounts. He also explores the philosophical aspects of finding one's essence and the realities of retirement savings, providing listeners with actionable strategies to enhance thei...

In this episode, Steve Shyman discusses the importance of financial planning in uncertain economic times. He highlights unconventional economic indicators, such as the lipstick index and cardboard index, that can provide insights into consumer behavior and market trends. The conversation emphasizes the need for proactive retirement planning and shares real-life client experiences that showcase the...

In this episode of Protecting Your Assets, Steve Shyman discusses the current financial landscape marked by uncertainty, inflation, and market volatility. He emphasizes the importance of proactive retirement planning and diversifying portfolios to safeguard against potential downturns. The conversation also explores the concept of the 'Happiness 401k,' highlighting the interconnectedness of financ...

In this episode of Protecting Your Assets, Steve Shyman discusses the importance of having a solid retirement plan amidst economic uncertainty. He highlights risky assumptions that retirees often make, such as relying solely on market performance or underestimating the impact of inflation. The conversation emphasizes the need for guaranteed income streams and the potential benefits of tax strategi...

In this episode of Protecting Your Assets, Steve Shyman discusses the importance of having a solid retirement plan amidst the uncertainties of the current financial landscape. He emphasizes the need for safe money strategies to protect wealth and ensure a stress-free retirement. The conversation also features a client success story with Sandy, who shares her positive experience with Will Save Fina...

In this conversation, Steve Shyman discusses the current economic uncertainty and its impact on retirement planning. He emphasizes the importance of having a solid financial plan that includes safe investments to protect against market volatility. The discussion also covers common myths surrounding Social Security and the potential risks of privatization, advocating for maintaining the current sys...

In this episode of Protecting Your Assets, host Steve Shyman and guest Bron Urbanik discuss various aspects of financial services, focusing on retirement planning and the importance of consumer protection. Bron shares his experiences as a bank liquidation specialist during the FDIC's involvement in bank closures, highlighting the measures taken to protect consumers during financial crises. The con...

On this week’s episode, Steve Shyman and Tom Hegna discuss essential strategies for retirement planning, emphasizing the importance of guaranteed income, maximizing social security benefits, and the psychological aspects of spending in retirement. Hegna shares insights from his books, highlighting the need for a solid financial plan and the benefits of annuities. The discussion also touches...

Welcome on into Protecting Your Assets powered by Will Say Financial. Let's talk about some major economic headlines because they are prevalent and scary but most importantly what can you do in the face of what's going on. Clint Circle guests Kent & Bobbie join us today as well to discuss their experience with Wilsave Financial.  If you have any questions about retirement planning call Wi...

Welcome to Protecting Your Assets powered by  WilSave Financial. Uncertainty, It's on the rise. It's all around us. Let's talk about what's going on in the news and most importantly what you can do to protect and grow your wealth. If you have any questions about retirement planning call Wilsave Financial 833-945-7283 or click here to visit our website Retire, Plan, Save IRA, 401K, Healthcare,...

On this edition of Protecting Your Assets I'm Steve Shyman with Wilsave Financial welcomes special guest Kim Allen to the show today. We will discuss the latest hot topics concerning retirees and try to give you some clarity on what you need to do financially. If you have any questions about retirement planning call Wilsave Financial 833-945-7283 or click here to visit our website Retire, Plan, Sa...