Protect Your Assets

It’s a spooky season in the world of cryptocurrency. In this Halloween special of Protect Your Assets , David Hollander unmasks the scariest cryptocurrency scams haunting investors right now. From “pig-butchering” romance schemes to rug pulls, pump-and-dumps, and fake wallets, David exposes how these tricks work and how to protect yourself from getting ghosted financially. Hear a...

Money is one of the most common sources of tension in marriage, especially when retirement is around the corner. In this episode of Protect Your Assets , David Hollander shares the story of Jim and Francine, a couple weighing whether to remodel their kitchen or step into retirement.  Hear how they learned to align their goals, rebuild communication after past market losses, and develop a plan...

The first 100 days of retirement can feel a lot like bringing home a newborn—exciting, uncertain, and full of surprises. In this episode of  Protect Your Assets , David  Hollander explains why so many new retirees struggle during this transition and what you can do to prepare. From the loss of routine to changing relationships and financial adjustments, learn how to appro...

When your health fails, families often bear the emotional and financial cost. In this episode of  Protect Your Assets , David Hollander dives into long-term care planning, from real-life caregiving challenges to understanding the true cost of in-home and facility care. Learn how to evaluate caregivers, what long-term care can cost in California, and how veterans or their s...

Is pet insurance worth the cost? In this episode of Protect Your Assets, David Hollander breaks down what pet insurance covers, how accident vs. accident-and-illness plans differ, and what to know about deductibles, reimbursement rates, and annual limits. He also highlights exclusions like dental cleanings, how premiums can vary by age and zip code, and options for puppies, kittens, or older pets...

For many car lovers, a classic or collector car represents memories, passion, and pride. Yet few owners stop to think about what happens to these valuable vehicles when they’re no longer around. In this episode of Protect Your Assets, David Hollander shares how estate planning can help protect both your car collection and your loved ones. He covers the importance of deciding whether heirs sh...

This week’s briefing covers a softer labor market, declining Treasury yields, and why the Fed is widely expected to cut rates on September 17. We dig into what fewer job openings could mean for growth, how lower borrowing costs may affect mortgages and corporate activity, and where crude oil might find support after recent weakness. We also preview next week’s CPI and PPI releases, dis...

Life insurance isn’t just for when you’re working—it can be a powerful tool in retirement. In this episode of Protect Your Assets, host David Hollander, The Sandman, breaks down whether retirees should keep their life insurance policies, how required minimum distributions (RMDs) can be converted into tax-free wealth for heirs, and why today’s intere...

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...