Protecting Your Assets with Steve Shyman

On this week’s show we discuss possible surprises that if you’re not ready for them can wreck your retirement goals. Is your 401K doing all it can for you? We will dive in. We go into real numbers and what they mean, CPI, inflation, all coming up on today’s show. If you have any questions regarding your retirement contact Wilsave Financial 833-945-7283 or click here to visit our website. Retire, S...

On this week’s show we discuss the current state of the economy and what it could mean for retirement. What are we most afraid of as we head toward retirement? Great question and we will discuss some answers. Every retirement journey will encounter rough patches so it’s important to recognize them and maneuver.  If you have any questions contact Wilsave Financial 833-945-7283 or click here to visi...

On this week’s show Retirement misconceptions that can be detrimental to planning. We will also discuss the little things that can make a big difference in planning for your golden years. Client Circle Guest Bernie joins the show. If you have questions about your own planning call Wilsave Financial 833-945-7283 or click here to visit the website. Retirement, Saving, Planning, IRA, Roth, Taxes, Hea...

On this week’s show we talk regret. Could of, should of, or would of is not what you want to be saying about your retirement. We go over some big ones and how you to avoid them. How can you achieve a carefree retirement? We dive in on planning for your retirement success.  If you have any questions concerning your retirement call Wilsave Financial 833-945-7283 or click here to visit our website. R...

On this edition of the show we tackle tips to help you get to retirement. We will discuss the latest as well as the tried and true. Couples headed to retirement need to be on the same page, but many are not. Client Circle guest Corrine and more Happiness 401K. If you have any questions concerning your retirement call Wilsave Financial 833-945-7283 or click here to visit our website. Retirement, Pl...

On this week’s show we jump on the dangers of inflation and what it could mean to retirees. We have questions you need to be asking your advisor if you haven’t already. Everybody could make some mistakes when it comes to retirement so we thought we would point out some big boo-boos so you can avoid them. Happiness 401K discussion and Client Circle Guest Mary. If you have any questions call Wilsave...

On this week’s show we discuss the parallels between the game of golf and retirement planning. We get into life lessons we can learn from planning for our retirement years.  If you have any questions call Wilsave Financial 833-945-7283 or click here to visit our website. Retirement, Saving, Planning, Roth, IRA, 401K, Healthcare, Legacy   See omnystudio.com/listener for privacy information.

On this week’s show how the higher cost of living we are experiencing will impact you in retirement. We discuss the big three hurdles you will need to clear. The 4% rule that many follow when withdrawing funds in retirement is dated and we will explain why. We will also throw questions out that you need to have the answers for while planning. We will also answer those very questions so take notes....

On this week’s show we will discuss changes that will be coming when you enter retirement. How you choose to deal with the changes is vital. Having a plan will help navigate. Retirement and retirement planning has evolved over the last 50 years, we will discuss the Modern Retirement compared to what we all know as traditional retirement. Client Circle guest Eileen joins Steve Shyman and this week'...

On this edition we dive into hoops, analogies, and tie it to retirement planning. Sound fun? Buckle up and learn something. Knowing and mastering fundamentals in basketball is a key to success and the same can be said for planning for retirement. Learning from the legends of coaching can help in the game of retirement.  If you have any questions concerning your retirement call Wilsave Financial 83...

On this week’s show we discuss navigating taxes in retirement. The Roth is one tool that has been around since the late 90’s and we will discuss the benefits. Happiness 401K has become a staple on the show, because we all want to find our happy. Client Circle guest this week is Joyce.  If you have any questions call Wilsave Financial 833-945-7283 or click here to visit our website. Retirement, Pla...

Coming up on this week's show we will cover the worst retirement advice and what to do if you are following it. Client Circle guest Dafton joins Steve Shyman, and we talk Happiness 401K and what it is all about.  If you have any questions concerning your retirement call Wilsave Financial 833-945-7283 or click here to visit our website. Retire, Plan, Budget, Save, Taxes, Roth, 401K, Pension See omn...

On this week’s show we have some fun discussing the similarities between game planning for football and mapping out your retirement. Retire like a champ in 4 easy steps. We will also visit the happiness 401K discussion and why it's so important. If you have any questions call Wilsave Financial 833-945-7283 or click here to visit the website. Retire, Save, Plan, Taxes, 401K, Roth, Healthcare See om...

Retirement is all About Change, are you Ready? On this week’s show we will discuss changes that will be coming when you enter retirement. How you choose to deal with the changes is vital. Having a plan will help navigate. Retirement and retirement planning has evolved over the last 50 years, we will discuss the Modern Retirement compared to what we all know as traditional retirement. We dive into...

On this week’s show new year financial resolutions. What steps should you be taking to strengthen your finances in the new year?  Achieving financial happiness in retirement is possible, but will a different path for each of us. Happiness 401K is always about finding the "Happy" in retirement.  If you have any questions call Wilsave Financial 833-945-7283. Retirement, Safety, Planning, Saving, 401...

The importance of financial planning for retirement is a subject we focus on each week. Our friends in Hollywood have long used the subject as a source for comedy. We will provide a few examples, but also stress how serious this is for you as you move toward your own retirement. Happiness 401K and Client Circle guest Kathy. If you have any questions about retirement planning call Wilsave Financial...

On this week’s show we discuss things you should be doing as the year comes to end when it comes to retirement planning. Another installment of The Happiness 401K with a Client Circle guest Luz stopping by. We want retirement to be the best that it can be, so we have some planning pitfalls to avoid. If you have any questions concerning your retirement call Wilsave Financial 833-945-7283. Planning,...

On this edition we dive in on Secure Act 2.0 provisions already in play, plus what is coming in 2024. We will also focus on often overlooked questions that can have a big impact on your retirement. Happiness 401K and Client Circle guests Greg & Mary. If you have any questions concerning your own retirement scenario call Wilsave Financial 833-945-7283. Retiring, Planning, Saving, 401K, Roth, IR...

On today’s show you’re 10 years out from retirement and planning for retirement is vital. We have financial red zone tips on today’s show. When do you withdraw from your retirement accounts and in what order? We will discuss some winning moves as well as moves to avoid.  Also more Happiness 401K discussion along with Client Circle guest Joyce. If you have any questions around your retirement call...

On this week’s episode The US Retirement income system received a C+ grade achieving just a score of 63 or should we say underachieving. We will discuss and give you ways to get an A+ retirement plan. Client Circle guest Aida sits down with Steve and talks about her experience with Wilsave Financial as a client. If you have any questions about your own retirement call Wilsave Financial 8330945-728...

On this week's show we discuss the latest news from Wall Street and what that means for retirement planning. Running out of money in retirement is the number one fear for retirees, we will go over how to avoid this fate.  Creating the Happiness 401K is vital and we will discuss what that means for your bigger picture.  If you have any questions concerning your own retirement call Wilsave Financial...

On this week’s show we get into the “Do’s and Don’ts” of retirement planning. Facing your financial fears heading into retirement is very important. First step is identifying those fears and then work on how to overcome those fears. More on the "Happiness 401K" this week. If you have any questions or concerns about your retirement call Wilsave Financial 833-945-7283. Retirement, Planning, 401K, IR...

On this edition of "Protecting Your Assets" we dive into a recent Northwestern Mutual Study on Financial instability. Some of the top economic articles that will impact retirement make the show this week. Chicago making headlines for all the right reasons. We will also continue our discussion around the happiness 401K.  If you have any questions concerning your retirement call Wilsave Financial 83...

On this week's show we tackle planning for the retirement life you want. We will discuss retirement planning assumptions to avoid. There are six and you will want to make sure you are not following these assumptions. We will also dive in on ‘little” things that can make a big difference in your retirement. We will also feature our Client Circle guests -Greg and Mary. If you have any questions abou...

On this week's show we start with a deep dive into the Oprah and Arthur Brooks book "Build The Life You Want". The book discusses achieving happiness. The "Happiness 401K" in the book is all about gaining control of your financial life. We will also have a client circle interview with Corrine.  If you have any questions concerning your retirement call Wilsave Financial 833-945-7283. Plan, Save, Mo...