Protect Your Assets
By Protect Your Assets | Cumulus Media San Francisco
Listen to a podcast, please open Podcast Republic app. Available on Google Play Store and Apple App Store.
Category: Investing
Open in Apple Podcasts
Open RSS feed
Open Website
Rate for this podcast
Subscribers: 7
Reviews: 0
Episodes: 546
Description
David Hollander, The Sandman℠, helps his listeners sleep well at night because they know their assets are protected. Financial and investment services offered through Liberty Wealth Management & Liberty Group LLC.
| Episode | Date |
|---|---|
|
Market Trends, Inflation Worries, and Preparing for Volatility
|
Nov 18, 2024 |
|
Is the 4% Rule Still Safe? Rethinking Retirement Income
|
Nov 11, 2024 |
|
Post-Election Market Surge: What It Means for Your Portfolio and Income"
|
Nov 11, 2024 |
|
Medicare Made Easy: How to Get the Best Healthcare in 2025 and Beyond
|
Nov 04, 2024 |
|
Beware of Financial Tricks: Avoiding Ghastly Investment Mistakes This Halloween
|
Oct 28, 2024 |
|
Understanding Your Job Benefits: Key Steps Before Leaving Your Job
|
Oct 21, 2024 |
|
Uncovering Retirement Readiness: Are You Truly Prepared?
|
Oct 07, 2024 |
|
Evaluating Your 401(k) and Retirement Income in Uncertain Markets
|
Sep 30, 2024 |
|
5 Retirement Lessons Every Football Fan Will Appreciate
|
Sep 09, 2024 |
|
How the Presidential Race Could Impact Your Retirement and Taxes
|
Sep 04, 2024 |
|
Investing in Gold: What You Need to Know Now
|
Aug 26, 2024 |
|
Revving Up for Monterey Car Week: Estate Planning for Car Collections
|
Aug 19, 2024 |
|
Financial Advisors: Finding the Perfect Match for Your Retirement
|
Aug 05, 2024 |
|
Five Ways to Help Make Retiring Less Terrifying
|
Jul 29, 2024 |
|
Thrifty Travel Tips for Retirees
|
Jul 22, 2024 |
|
Understanding Your Social Security Benefits
|
Jul 08, 2024 |
|
Retirement Readiness: Planning for Your Financial Future
|
Jul 01, 2024 |
|
Tech-Savvy Criminals: Tips for Protecting Yourself from Modern Financial Scams
|
Jun 17, 2024 |
|
Decisions for a Lifetime: Turning Your Pension into Predictable Income
|
Jun 03, 2024 |
|
Market Segment: Smart Moves for Your Retirement Portfolio During Times of Market Volatility
|
Jun 03, 2024 |
|
The 100 Days of Darkness in Retirement
|
May 28, 2024 |
|
Title: 9 Types of People You'll Meet in Retirement
|
May 20, 2024 |
|
5 Long-Term Care Strategies for Seniors and Their Families
|
Apr 22, 2024 |
|
Market Segment: A Week of Highs and Lows in Financial Markets
|
Apr 22, 2024 |
|
Five Things to Consider if You’re Turning 65 This Year
|
Mar 25, 2024 |
|
Market Segment: A Surging Week on Wall Street: Unpacking the Market Rally
|
Mar 25, 2024 |
|
Strategies for Business Owners: Exploring Tax-Free Retirement Income & More
|
Mar 18, 2024 |
|
Market Segment: Market Tides: Navigating the Waves of Inflation and Volatility
|
Mar 18, 2024 |
|
The 401(k) Breakdown: Making Sense of Your Retirement Savings and Account Fees
|
Mar 11, 2024 |
|
Market Segment: Unpacking Labor Market Trends: Implications for Inflation and Stocks
|
Mar 11, 2024 |
|
10 Tax Reduction Strategies for Confident Retirement Savers
|
Mar 04, 2024 |
|
Market Segment: Understanding Market Peaks: Insights on VIX and SKEW Indexes
|
Mar 04, 2024 |
|
Elevated Markets, Anchored Investments: The Role of Annuities
|
Feb 26, 2024 |
|
Market Segment: Platinum-Locks and the Soaring Market: Navigating Uncharted Highs
|
Feb 26, 2024 |
|
Ways to Generate Tax-Free Income in Retirement
|
Feb 20, 2024 |
|
Market Segment: Inflation, Stocks, and Economic Indicators
|
Feb 20, 2024 |
|
Developing Investment Trends: Reshoring, AI, Real Estate, and Energy
|
Feb 06, 2024 |
|
Market Segment: Deciphering Economic Signals & the Fed's Rate Strategy
|
Feb 06, 2024 |
|
Financial Bootcamp 2024: Unlocking Your Earned Government Benefits and Medicare Insights
|
Jan 29, 2024 |
|
Market Segment: Understanding the S&P 500's Surge and Its Impact
|
Jan 29, 2024 |
|
Financial Bootcamp 2024: Avoiding Some Key Financial Landmines in 2024
|
Jan 22, 2024 |
|
Market Segment: Understanding January 2024 Interest Rates, Indices, and Inflation
|
Jan 22, 2024 |
|
Financial Bootcamp 2024: Navigating New Tax Laws and Strategies for Your Financial Future
|
Jan 17, 2024 |
|
Market Segment: Decoding Economic Indicators & Market Trends for January 2024
|
Jan 17, 2024 |
|
Financial Bootcamp 2024: The Basics of Saving for Retirement
|
Jan 09, 2024 |
|
Market Segment: Reflecting on 2023 and Forecasting the 2024 Market
|
Jan 09, 2024 |
|
Market Segment: Inflation Trends, Job Reports, and the Surprising Impact of GLP-1 Drugs
|
Dec 12, 2023 |
|
RMD Strategies Unveiled: Effective Tax Planning for Retirement Savings
|
Dec 12, 2023 |
|
Smart Money Moves: Tax-Saving Strategies Before Year-End
|
Dec 07, 2023 |
|
Market Segment: Financial Forecast: Navigating Market Highs and Lows for 2024
|
Dec 07, 2023 |
|
7 Financial Questions to Ask Your Parents About Their End-of-Life Plans
|
Nov 20, 2023 |
|
Market Segment: Is Inflation Cooling Down?
|
Nov 20, 2023 |
|
What You Need to Know Before You Make Your Social Security Decisions
|
Nov 14, 2023 |
|
Market Segment: Consumer Spending During the Holidays
|
Nov 14, 2023 |
|
Exit Strategies for Business Owners Ready to Sell Their Business
|
Nov 07, 2023 |
|
Market Segment: Analyzing a Positive Week on Wall Street
|
Nov 07, 2023 |
|
5 Tricks Financial Advisors Are Using That Could Cost You Money
|
Oct 31, 2023 |
|
Market Segment: Will There Be Another Black Monday?
|
Oct 31, 2023 |
|
Ways to Help Protect Your Retirement Savings from Inflation
|
Oct 23, 2023 |
|
Market Segment: Navigating Market Volatility – The Impact of Treasury Yields and Global Events
|
Oct 23, 2023 |
|
Interviews with BAWAR and Wellahead.co
|
Oct 16, 2023 |
|
New Rules Can Cause Big Tax Bills on Inherited Retirement Plans
|
Oct 09, 2023 |
|
Market Segment: Why Are Yields Rising?
|
Oct 09, 2023 |
|
Do You Need Life Insurance in Retirement?
|
Oct 03, 2023 |
|
Market Segment: Market Volatility & the Government Shutdown Impact
|
Oct 03, 2023 |
|
What to Do If You’re Being Forced to Retire
|
Sep 11, 2023 |
|
Market Segment: Will the Resumption of Student Loan Payments Affect the Economy?
|
Sep 11, 2023 |
|
Saving Taxes on Your Required Minimum Distribution
|
Sep 05, 2023 |
|
Market Segment: Goldilocks on Wall Street
|
Sep 05, 2023 |
|
Market Segment: Three Major Takeaways from the 2023 Jackson Hole Symposium
|
Aug 28, 2023 |
|
What to Do When Your Spouse Passes Away
|
Aug 28, 2023 |
|
Estate Planning Tips for Car Collectors
|
Aug 21, 2023 |
|
Market Segment: Analyzing the Stock Market Cooldown
|
Aug 21, 2023 |
|
Market Segment: Why Did Stocks Drop Recently?
|
Aug 07, 2023 |
|
The First 100 Days of Darkness of Your Retirement
|
Aug 07, 2023 |
|
5 Things You Need to Know About Your 401(k) When You Leave Your Job
|
Jul 31, 2023 |
|
Market Segment: Was This the Last Rate Hike from the Fed?
|
Jul 31, 2023 |
|
Protecting Yourself from Higher Taxes on the Horizon
|
Jul 24, 2023 |
|
The Heart of Earnings Season
|
Jul 24, 2023 |
|
Market Segment: The Current Market and Immaculate Disinflation
|
Jul 17, 2023 |
|
Navigating the Retirement Danger Zone
|
Jul 17, 2023 |
|
Is the 4% Rule Still a Good Strategy?
|
Jul 10, 2023 |
|
The Labor Market Remains Resilient
|
Jul 10, 2023 |
|
Celebrating the Freedom to Retire
|
Jul 05, 2023 |
|
What’s Happened to the Market Since February 2023?
|
Jul 05, 2023 |
|
Protecting Your Best Furry Friend with Pet Insurance
|
Jun 28, 2023 |
|
Is Inflation Under Control?
|
Jun 28, 2023 |
|
Answering the “When” Questions of Retirement
|
Jun 21, 2023 |
|
How Will the Fed’s Pause Play Out on the Market?
|
Jun 21, 2023 |
|
How Does the Debt Ceiling Deal Affect the Market?
|
Jun 05, 2023 |
|
A Look at the Big Three Economic Reports: Job Ads, ISM Manufacturing, and ISM Services Index
|
May 22, 2023 |
|
Market Segment: What Happens If There Is No Debt Ceiling Deal?
|
May 17, 2023 |
|
Is the Fed Done Hiking Rates for 2023?
|
May 08, 2023 |
|
How to Reboot Your 401(k)
|
May 02, 2023 |
|
Market Segment: Will the Markets See a Soft Landing or a Hard Landing?
|
May 02, 2023 |
|
Five Financial Tips to Empower Women Investors
|
Apr 03, 2023 |
|
Market Segment: Bulls versus Bears
|
Apr 03, 2023 |
|
Are You Ready for Retirement? 34 Key Points to Consider
|
Mar 28, 2023 |
|
Market Segment: The Fed Hiked Rates...Again
|
Mar 28, 2023 |
|
Market Segment: Bank Bailouts Averted a Catastrophe
|
Mar 20, 2023 |
|
Estate Planning 101: What You Need to Know
|
Mar 20, 2023 |
|
Market Segment: Rising Rates and Bank Failures: What Happened with Silicon Valley Bank?
|
Mar 13, 2023 |
|
Rising Rates and Bank Failures: Our Playbook for This Type of Environment
|
Mar 13, 2023 |
|
What to Do With Your Pension When You Retire
|
Mar 08, 2023 |
|
Market Segment: U.S. Stocks Trading Higher, Regaining Some Lost Ground
|
Mar 08, 2023 |
|
What SOR Risk Is and How to Lower It
|
Mar 01, 2023 |
|
Market Segment: Inflation Pressure Not Decreasing
|
Mar 01, 2023 |
|
Market Segment: Positive Trend in Consumer Spending So Far in 2023
|
Feb 23, 2023 |
|
Can the market rally continue?
|
Feb 14, 2023 |
|
Fight Still On
|
Feb 06, 2023 |
|
How You Could Have More Control Over Your Taxes Than You Might Think
|
Feb 06, 2023 |
|
Market Segment: Strong Market Performance & Employment Numbers
|
Feb 01, 2023 |
|
3 Retirement Pitfalls to Avoid
|
Feb 01, 2023 |
|
Are We Going to Get a Soft Landing From the Fed?
|
Jan 24, 2023 |
|
Business Owner or Senior Leadership? Tips for Keeping Your Company Healthy in 2023
|
Jan 24, 2023 |
|
Breaking Down Key Highlights of the Secure Act 2.0
|
Jan 18, 2023 |
|
Market Report: Stocks Continue Positive Start in 2023 and Inflation Pressures Lower
|
Jan 18, 2023 |
|
Bootcamp Series: How to Save More Money and Get Ready for Retirement in 2023
|
Jan 10, 2023 |
|
Market Segment: Positive Week after Jobs Report
|
Jan 10, 2023 |
|
Market Segment: Most Difficult Year for Stocks Since 2008
|
Jan 03, 2023 |
|
Retirement 101 Christmas Special
|
Dec 27, 2022 |
|
Market Segment: Christmas Time Rally
|
Dec 27, 2022 |
|
How to Prepare for a Recession
|
Dec 20, 2022 |
|
Market Segment: Evidence That Inflation is Going DOWN
|
Dec 20, 2022 |
|
Market Segment: Are More Interest Rate Hikes on the Way?
|
Dec 13, 2022 |
|
Market Segment: Is the Fed Pivoting?
|
Dec 08, 2022 |
|
Reflecting on the Three Keys to the Bottom
|
Nov 28, 2022 |
|
Will Inflation Come Down Faster Than the Market Expects?
|
Nov 22, 2022 |
|
Tips for Staying Safe During the Holiday Season
|
Nov 22, 2022 |
|
5 Common Mistakes Federal Government Employees Make With Their Thrift Savings Plan
|
Nov 14, 2022 |
|
Stocks Surge After October Consumer Price Index Rose Less Than Expectations
|
Nov 14, 2022 |
|
7 Questions to Ask Your Parents About Their Finances and Estate Plan
|
Nov 07, 2022 |
|
3 Events That Rocked the Rally
|
Nov 07, 2022 |
|
Five Tricks, Not Treats, Financial Advisors May Use to Dupe You
|
Oct 31, 2022 |
|
The Tale of Two Markets
|
Oct 31, 2022 |
|
Market Segment: Positive Week for the Markets
|
Oct 24, 2022 |
|
The Couples Show: How to Design a Retirement That Keeps You Both Happy
|
Oct 24, 2022 |
|
The Bear Market Quiz: Do You Know More Than an Eighth Grader?
|
Oct 17, 2022 |
|
Market Segment: Another Week of Significant Volatility
|
Oct 17, 2022 |
|
Market Segment: Volatility Alive and Healthy
|
Oct 10, 2022 |
|
Aid & Attendance Benefits for Veterans + Three Possible Changes to RMDs
|
Oct 10, 2022 |
|
Market Segment: Market Continues to Fall
|
Oct 03, 2022 |
|
The Retirement Money Poll -- What People Are Worried About and What You Can Do About It?
|
Oct 03, 2022 |
|
Variable Annuities in Retirement
|
Sep 19, 2022 |
|
Market Segment: Another Tough Week For the Market
|
Sep 19, 2022 |
|
Teaching Your Kids About Money
|
Sep 06, 2022 |
|
Market Segment: Rough Week for Wall Street
|
Sep 06, 2022 |
|
Market Segment: The Fed is Controlling the Market
|
Aug 30, 2022 |
|
Car Collections and Retirement
|
Aug 30, 2022 |
|
Market Segment: Fed Disengaged With the Market?
|
Aug 22, 2022 |
|
Market Segment: Inflation Headed in Right Direction
|
Aug 15, 2022 |
|
Market Segement: Is Inflation Slowing Down?
|
Aug 08, 2022 |
|
Spending Money in Retirement
|
Aug 08, 2022 |
|
How to Protect Your Portfolio From Another Economic Downturn
|
Aug 01, 2022 |
|
Market Segment: Markets Finish Up for the Week
|
Aug 01, 2022 |
|
Market Segment: Markets Stage Healthy Recovery
|
Jul 25, 2022 |
|
Financial Freedom
|
Jul 06, 2022 |
|
Market Segment: Will This Recession Be Mild or Severe
|
Jul 06, 2022 |
|
The Countdown to Retirement
|
Jun 28, 2022 |
|
Market Segment: Market Has Worst 6 Months Since 1970
|
Jun 28, 2022 |
|
Market Segment: Inflation Continues to Impact the Market
|
Jun 21, 2022 |
|
Market Segment: Inflation Causes Market to Drop
|
Jun 14, 2022 |
|
Market Too Hot to Handle: 5 Signs It's Time to Get Out
|
Jun 08, 2022 |
|
Market Segment: The Market Still Showing Volatility
|
Jun 08, 2022 |
|
Evidence Based Investing with Matt Hall
|
May 31, 2022 |
|
Protect Your Assets Interviews: Daniel Crosby
|
May 16, 2022 |
|
Market Segment: Volatility in the Market
|
May 10, 2022 |
|
Selling Your Business
|
May 10, 2022 |
|
Markets Segment: Markets Finish Down for the Week
|
Apr 18, 2022 |
|
9 Types of People in Retirement
|
Apr 18, 2022 |
|
Market Segment: Dynamic of Stock Market Has Changed
|
Apr 11, 2022 |
|
Financial Scams in Retirement
|
Apr 11, 2022 |
|
National Debt and Taxes
|
Apr 04, 2022 |
|
Market Segment: How Will the Market React to a Ceasefire
|
Apr 04, 2022 |
|
Estate Planning 101
|
Mar 28, 2022 |
|
Market Segment: Market Stabilizes
|
Mar 28, 2022 |
|
Market Segment: Fed Raising Rates
|
Mar 22, 2022 |
|
How The Fed Raising Rates Affects Your Bonds
|
Mar 22, 2022 |
|
Market Segment: Markets Down Again
|
Mar 15, 2022 |
|
Russia Continues the Invasion and the Market Tumbles
|
Mar 15, 2022 |
|
Retirement Accounts and Taxes
|
Feb 28, 2022 |
|
Markets Hit Correction Territory
|
Feb 28, 2022 |
|
Minimizing Risk in Retirement
|
Feb 22, 2022 |
|
Market Segment: Markets Continue Down Trend
|
Feb 22, 2022 |
|
Inflation and The Market
|
Feb 01, 2022 |
|
Market Segment: Volatility Continues
|
Feb 01, 2022 |
|
Bootcamp Series: Where Should You Be Investing?
|
Jan 24, 2022 |
|
Market Segment: Markets in Correction Territory
|
Jan 24, 2022 |
|
Bootcamp Series: Generating Income
|
Jan 18, 2022 |
|
Market Segment: Market Continues Bumpy Ride
|
Jan 18, 2022 |
|
Bootcamp Series: Financial Fitness
|
Jan 04, 2022 |
|
Market Segment: Market Review for the Year
|
Jan 04, 2022 |
|
Fossil Fuels and Electric Vehicles
|
Dec 13, 2021 |
|
Market Stages Rally
|
Dec 13, 2021 |
|
Will Inflation Shake Up the Markets
|
Nov 22, 2021 |
|
Medicare Made Easy
|
Nov 22, 2021 |
|
8 Smart Money Moves to Make Before the New Year
|
Nov 15, 2021 |
|
The Results of the Stimulus Bill and Consumer Price Inflation Report
|
Nov 15, 2021 |
|
Financial Tricks Not Treats
|
Nov 01, 2021 |
|
Markets Hits All Time Highs
|
Nov 01, 2021 |
|
How To Ask Your Parents About Their Finances
|
Oct 11, 2021 |
|
Volatility In The Market
|
Oct 11, 2021 |
|
Retirement Checklist
|
Sep 21, 2021 |
|
Markets Slow Down
|
Sep 21, 2021 |
|
How to Prepare for Retirement
|
Sep 07, 2021 |
|
Market Stays Resilient
|
Sep 07, 2021 |
|
What to Do with Old Retirement Plans
|
Aug 30, 2021 |
|
Markets Hit All Time Highs
|
Aug 30, 2021 |
|
Selling Your Business the Right Way
|
Aug 23, 2021 |
|
Market Ends Week in the Red
|
Aug 23, 2021 |
|
Markets Momentum Continues
|
Aug 16, 2021 |
|
Four Percent Rule in Retirement
|
Aug 16, 2021 |
|
How Could Prop 19 Change Your Retirement Plan
|
Aug 09, 2021 |
|
Markets Up Again
|
Aug 09, 2021 |
|
Seven Deadly Sins of Retirement
|
Aug 02, 2021 |
|
Markets Push and Pull
|
Aug 02, 2021 |
|
Reviewing Your Retirement Plan
|
Jul 27, 2021 |
|
Why is the Market Volatile?
|
Jul 26, 2021 |
|
Estate Planning in Retirement
|
Jul 12, 2021 |
|
Market Gains Continue
|
Jul 12, 2021 |
|
Financial Freedom In Retirement
|
Jul 06, 2021 |
|
Another Good Week In The Markets
|
Jul 06, 2021 |
|
Annuities in Retirement
|
Jun 28, 2021 |
|
Market Bounces Back
|
Jun 28, 2021 |
|
Threat of Rising Interest Rates Shake Up Market
|
Jun 21, 2021 |
|
How To Invest When the Fed Changes Policy
|
Jun 21, 2021 |
|
Moving to a Different State After Retirement
|
Jun 07, 2021 |
|
The Market's Outlook Still Strong
|
Jun 07, 2021 |
|
Strong Week for the Market
|
Jun 01, 2021 |
|
Higher Taxes on the Horizon
|
May 24, 2021 |
|
Inflation and its Impact on the Market
|
May 24, 2021 |
|
Being Single in Retirement
|
May 17, 2021 |
|
Markets React to Inflation
|
May 17, 2021 |
|
Thrift Savings Plan Mistakes
|
May 10, 2021 |
|
Will the Market Slow Down?
|
May 10, 2021 |
|
Should You Do a Roth Conversion?
|
May 06, 2021 |
|
Market Slow This Week
|
May 03, 2021 |
|
Markets React to Potential Higher Taxes
|
Apr 26, 2021 |
|
Frequently Asked Questions in Retirement
|
Apr 26, 2021 |
|
Medicare and Retirement
|
Apr 20, 2021 |
|
Markets Maintain Momentum
|
Apr 20, 2021 |
|
How to Avoid Running Out of Money in Retirement
|
Apr 12, 2021 |
|
Markets Staying Strong
|
Apr 12, 2021 |
|
Required Minimum Distributions and Retirement
|
Apr 05, 2021 |
|
Markets Optimistic About Infrastructure Deal
|
Apr 05, 2021 |
|
Safety in Retirement
|
Mar 29, 2021 |
|
Markets Experiencing Volatility
|
Mar 29, 2021 |
|
Why is the Market Up?
|
Mar 24, 2021 |
|
Six Things to Teach Your Kids About Money
|
Mar 15, 2021 |
|
Markets Rebound
|
Mar 15, 2021 |
|
Should Your Kids Own a Business?
|
Mar 15, 2021 |
|
Five Fatal Retirement Mistakes
|
Mar 08, 2021 |
|
How Many Ways Can You Take Social Security?
|
Mar 08, 2021 |
|
Markets Mixed This Week
|
Mar 08, 2021 |
|
Protecting Yourself From Frauds and Scams
|
Mar 01, 2021 |
|
Should You Use a Credit Lock Service?
|
Mar 01, 2021 |
|
Volatility Shakes Up the Market
|
Mar 01, 2021 |
|
Can You Avoid the RMD?
|
Feb 22, 2021 |
|
Markets React to Rising Treasury Rates
|
Feb 22, 2021 |
|
Five Key Financial Dates in 2021
|
Feb 22, 2021 |
|
Dating a Financial Advisor
|
Feb 15, 2021 |
|
First Step in Retirement
|
Feb 15, 2021 |
|
Markets Continue to Rise
|
Feb 15, 2021 |
|
Markets Rebound
|
Feb 08, 2021 |
|
Protect Your Family From the Survivor Trap
|
Feb 01, 2021 |
|
Volatility in the Market
|
Feb 01, 2021 |
|
Taxes After a Spouse Passes Away
|
Feb 01, 2021 |
|
Big Changes to Social Security and Medicare
|
Jan 25, 2021 |
|
Changes in Medicine
|
Jan 25, 2021 |
|
Markets Momentum Change
|
Jan 25, 2021 |
|
Market Cycles and Your Portfolio
|
Jan 18, 2021 |
|
Technology in Your Portfolio
|
Jan 18, 2021 |
|
Markets Finish This Week Down
|
Jan 18, 2021 |
|
Creating More Wealth in Retirement
|
Jan 11, 2021 |
|
Do You Have to Take Your RMD at 72?
|
Jan 11, 2021 |
|
Markets at Record Highs
|
Jan 11, 2021 |
|
Financial Fitness
|
Jan 04, 2021 |
|
Markets Finish the Year in the Green
|
Jan 04, 2021 |
|
Should You Set a Certain Number to Save for Retirement?
|
Jan 04, 2021 |
|
Markets Move Higher
|
Dec 21, 2020 |
|
Four Questions to Answers Before You Retire
|
Dec 14, 2020 |
|
Markets Chop Modestly Lower
|
Dec 14, 2020 |
|
Sequence of Returns
|
Dec 14, 2020 |
|
Roth Conversion 101
|
Dec 07, 2020 |
|
Should You Convert Your IRA to a Roth IRA?
|
Dec 07, 2020 |
|
Markets Continue to Rise
|
Dec 07, 2020 |
|
Social Security 101
|
Nov 30, 2020 |
|
Is Your Social Security Taxed?
|
Nov 30, 2020 |
|
Markets November to Remember
|
Nov 30, 2020 |
|
Six Ways the Pandemic Can Help Your Retirement
|
Nov 23, 2020 |
|
Markets Finish Flat
|
Nov 23, 2020 |
|
Keeping Cash
|
Nov 23, 2020 |
|
Institutional Funds with Specific Brokerage Firms
|
Nov 16, 2020 |
|
Managing Your Time in Retirement
|
Nov 16, 2020 |
|
Markets on the Rise
|
Nov 16, 2020 |
|
Markets Strong Rally Before Election Results
|
Nov 09, 2020 |
|
Planning Ahead for Your Health
|
Nov 09, 2020 |
|
Planning for Healthcare
|
Nov 09, 2020 |
|
Halloween Special
|
Nov 02, 2020 |
|
Financial Advisors and Revenue Sharing
|
Nov 02, 2020 |
|
Market Down Again
|
Nov 02, 2020 |
|
Markets Slow Down
|
Oct 28, 2020 |
|
Navigating Divorce
|
Oct 19, 2020 |
|
Are assets always split 50/50 in a Divorce?
|
Oct 19, 2020 |
|
Have the Markets Plateaued?
|
Oct 19, 2020 |
|
How Much Can You Put into a Retirement Account?
|
Oct 12, 2020 |
|
Tax Strategies for Retirement
|
Oct 12, 2020 |
|
Strong Week for the Market
|
Oct 12, 2020 |
|
Dating Retirement
|
Oct 05, 2020 |
|
How to Spend Time in Retirement
|
Oct 05, 2020 |
|
The Market Gains Momentum
|
Oct 05, 2020 |
|
Will the Market Continue to Slide?
|
Sep 28, 2020 |
|
5 Times to Review Your Retirement Plan
|
Sep 28, 2020 |
|
How Often Should You Review Your Retirement Plan?
|
Sep 28, 2020 |
|
Procrastination
|
Sep 21, 2020 |
|
Will the Market Keep Going Down?
|
Sep 21, 2020 |
|
Don't Let the Tax Tail Wag the Investment Dog
|
Sep 21, 2020 |
|
What to do with Bonds
|
Sep 14, 2020 |
|
Markets Continue Downward Trend
|
Sep 14, 2020 |
|
How Will the Election Impact the Market?
|
Sep 14, 2020 |
|
7 Ways to Improve Life Satisfaction in Retirement
|
Sep 08, 2020 |
|
Working After Retirement
|
Sep 08, 2020 |
|
Is the Market Rally Over?
|
Sep 08, 2020 |
|
10 Tips to Make Your Money Last in Retirement
|
Aug 31, 2020 |
|
Markets Continue Upward Trend
|
Aug 31, 2020 |
|
Should You Diversify Your Income in Retirement?
|
Aug 31, 2020 |
|
Four Options For Your 401k
|
Aug 24, 2020 |
|
Markets Still on the Rise
|
Aug 24, 2020 |
|
401k Rollover Basics
|
Aug 24, 2020 |
|
"Fake" Financial News
|
Aug 17, 2020 |
|
Will the Markets Keep Moving Forward?
|
Aug 17, 2020 |
|
Red Flags in Financial Data
|
Aug 17, 2020 |
|
Roth Conversion 101
|
Aug 10, 2020 |
|
Markets Gain Despite no Stimulus
|
Aug 10, 2020 |
|
Converting Your 401k into a Roth
|
Aug 10, 2020 |
|
Why is the Market Up?
|
Aug 03, 2020 |
|
Annuities and Your IRA
|
Aug 03, 2020 |
|
The ABCs of Annuities
|
Aug 03, 2020 |
|
Retirement Checklist Challenge
|
Jul 27, 2020 |
|
Is the Market Rally Over?
|
Jul 27, 2020 |
|
Estate Plan Protocol
|
Jul 27, 2020 |
|
Medicare Mysteries and Mishaps
|
Jul 20, 2020 |
|
Market’s Response to Earnings Season
|
Jul 20, 2020 |
|
Navigating Nursing Facility Costs
|
Jul 20, 2020 |
|
Last Minute Tax Tips
|
Jul 13, 2020 |
|
Teaching Finance to Family
|
Jul 13, 2020 |
|
Why Markets Continue to Rise Despite Covid-19
|
Jul 13, 2020 |
|
The Market Sets New Highs
|
Jul 06, 2020 |
|
How Long Will You Be in Long Term Care?
|
Jul 06, 2020 |
|
Financial Freedom
|
Jul 06, 2020 |
|
Social Security Strategies and Pitfalls
|
Jun 29, 2020 |
|
Social Security Tax Myths
|
Jun 29, 2020 |
|
How is the Market Performing so Well?
|
Jun 29, 2020 |
|
Why is the Market Up?
|
Jun 22, 2020 |
|
What You Need to Know About Variable Annuities
|
Jun 22, 2020 |
|
It's Not If
|
Jun 22, 2020 |
|
Using Multiple Financial Advisors
|
Jun 15, 2020 |
|
Should I Retire Early?
|
Jun 15, 2020 |
|
Why Did the Market See Volatility?
|
Jun 15, 2020 |
|
Markets End in the Green
|
Jun 08, 2020 |
|
Big Corporations Blocking Investment Advice?
|
Jun 08, 2020 |
|
The Nine
|
Jun 08, 2020 |
|
Reset 401k Now
|
Jun 08, 2020 |
|
Markets Rally Again
|
Jun 01, 2020 |
|
Withdrawing from Retirement Account
|
Jun 01, 2020 |
|
Can You Retire?
|
May 26, 2020 |
|
Markets Still Going Strong
|
May 26, 2020 |
|
4 Percent Rule and Your Expenses
|
May 26, 2020 |
|
Why did the Markets Finish Down?
|
May 19, 2020 |
|
Withdrawal Rates from Your Retirement Accounts
|
May 19, 2020 |
|
4% of What Now?
|
May 19, 2020 |
|
5 Things to Know for 2020 Tax Time
|
May 12, 2020 |
|
Tax Changes due to Coronavirus
|
May 12, 2020 |
|
Markets Response to Jobs Report
|
May 12, 2020 |
|
Markets Continue Downward Trend
|
May 04, 2020 |
|
How Does the Stimulus Change Unemployment?
|
May 04, 2020 |
|
The Unemployment Boat
|
May 04, 2020 |
|
4-25 Strategies for Risk Adverse Investors
|
Apr 27, 2020 |
|
4-25 Market Series
|
Apr 27, 2020 |
|
4-25 "They Say"
|
Apr 27, 2020 |
|
4-11 A Retirement for Us
|
Apr 13, 2020 |
|
4-11 They Say
|
Apr 13, 2020 |
|
4-11 Market Series
|
Apr 13, 2020 |
|
4-4 Are You Smarter Than an Eighth Grader?
|
Apr 06, 2020 |
|
4-4 "They Say" Turkey Sandwich?
|
Apr 06, 2020 |
|
4-4 Market Segment
|
Apr 06, 2020 |
|
3-28 Keeping America Strong
|
Mar 29, 2020 |
|
3-28 PYA Market Segment
|
Mar 29, 2020 |
|
3-28 'They Say' Drain My IRA Before 85?
|
Mar 29, 2020 |
|
3-21 Market Series
|
Mar 23, 2020 |
|
3-21 "They Say"
|
Mar 23, 2020 |
|
3-21 Am I Going to be Okay?
|
Mar 23, 2020 |
|
3-14 Five Ways to Play Defense in a Bear Market
|
Mar 16, 2020 |
|
3-14 Market Series
|
Mar 16, 2020 |
|
3-7 The President vs. The Stock Market
|
Mar 09, 2020 |
|
3-7 PYA Market Series
|
Mar 09, 2020 |
|
2-29 Bear Market vs. Market Correction
|
Mar 02, 2020 |
|
2-29 PYA Market Series
|
Mar 02, 2020 |
|
2-15 Retirement is Expensive
|
Feb 17, 2020 |
|
1-25 Retirement Bootcamp Week 4 - Millionaire Habits
|
Feb 04, 2020 |
|
2-1 PYA Market Series
|
Feb 04, 2020 |
|
2-3 8 Smart Moves To Make Sure You Have Enough Money In Retirement
|
Feb 04, 2020 |
|
1-18 PYA Market Series
|
Jan 20, 2020 |
|
1-11 Retirement Bootcamp Week 2 - The Secure Tax Act
|
Jan 14, 2020 |
|
1-11 Market Segment
|
Jan 14, 2020 |
|
1-4 Bootcamp Week 1 – Smart Secrets
|
Jan 06, 2020 |
|
1-4 Market Segment
|
Jan 06, 2020 |
|
12-28 Ready for the New Year
|
Dec 28, 2019 |
|
12-28 Market Segment
|
Dec 28, 2019 |
|
12-14 Sandman Story Hour
|
Dec 17, 2019 |
|
12-7 Year End Smart Money Moves
|
Dec 09, 2019 |
|
12-1 How To Play Defense With Your Retirement Portfolio
|
Dec 03, 2019 |
|
11-23 RMD Tips and Tax Saving Moves
|
Nov 26, 2019 |
|
11-16 The BIG 6 Costly Medicare Mistakes & How to Avoid Them
|
Nov 18, 2019 |
|
11-9 Mistakes You Must Avoid With Your Retirement Income
|
Nov 11, 2019 |
|
10-26 Tricks Not Treats
|
Oct 29, 2019 |
|
10-19 One Hundred Days of Darkness
|
Oct 23, 2019 |
|
10-12 Retirement is Expensive
|
Oct 14, 2019 |
|
9-21 A Required Minimum Distribution
|
Sep 25, 2019 |
|
9-14 Stories From the Week
|
Sep 18, 2019 |
|
9-7 How to Design a Retirement That Keeps You Both Happy
|
Sep 09, 2019 |
|
8-31 Annual 401k Checkup
|
Sep 03, 2019 |
|
8-24 - Financial Wisdom from the Founding Fathers
|
Aug 26, 2019 |
|
8-10 Volatility Preparedness Kit
|
Aug 15, 2019 |
|
7-20 How to Prepare for Market Correction
|
Jul 23, 2019 |
|
7-13 Set in Stone
|
Jul 15, 2019 |
|
7-6 Money & Tax Saving Strategies for Business Owners Part 2
|
Jul 08, 2019 |
|
6-29 Money & Tax Savings Strategies for Business Owners Part 1
|
Jul 01, 2019 |
|
6-22 Racing to Retirement 2019
|
Jun 24, 2019 |
|
6-15 How to Inherit a 401(k) the Right Way
|
Jun 17, 2019 |
|
6-8 Six Things Retirees Should Never Carry In Their Wallet Or Purse
|
Jun 11, 2019 |
|
6-1 Who Wants to Be a Millionaire
|
Jun 03, 2019 |
|
5-25 Hit the Reset Button on Your 401k
|
May 25, 2019 |
|
5-20 Five Ways to Prepare For a Financial Emergency
|
May 20, 2019 |
|
5-13 What Pension Buyout Option is Right for You
|
May 14, 2019 |
|
5-6 The 5 Deadly Sins of Retirement Planning
|
May 06, 2019 |
|
4-20 How Retirement Has Evolved Over 25 Years
|
Apr 23, 2019 |
|
4-13 IRS Surprise
|
Apr 15, 2019 |
|
4-7 The Biggest Mistake Everyone Makes With Their IRA
|
Apr 07, 2019 |
|
3-23 What Do You Think About?
|
Mar 25, 2019 |
|
3-16 Social Security
|
Mar 18, 2019 |
|
3-9 How to Simplify Your Retirement Accounts
|
Mar 10, 2019 |
|
3-2 Estate Planning Basics and Beyond
|
Mar 04, 2019 |
|
2-23 Should I Find a New Advisor?
|
Feb 25, 2019 |
|
2-16 Am I Going to Be Okay?
|
Feb 16, 2019 |
|
2-9 Scenarios That Could Wreck Your Retirement
|
Feb 10, 2019 |
|
2-2 Key Retirement Deadlines
|
Feb 03, 2019 |
|
1-26 Retirement Boot Camp, Week 4
|
Jan 27, 2019 |
|
1-19 Retirement Boot Camp, Week 3
|
Jan 20, 2019 |
|
1-12 Retirement Boot Camp, Week 2
|
Jan 13, 2019 |
|
1-5: Retirement Boot Camp, Week 1
|
Jan 08, 2019 |
|
12-15: Best Of
|
Dec 17, 2018 |
|
12-8: How Do I Live Off My Investments and Not Run Out?
|
Dec 10, 2018 |
|
12-1: Year-End Smart Money Moves
|
Dec 02, 2018 |
|
11-24: The Best Financial Strategies for Military Families
|
Nov 24, 2018 |
|
11-17: Market Losses Continue - What Should You Do?
|
Nov 17, 2018 |
|
11-10: Democrats take the House
|
Nov 13, 2018 |
|
11-3: Tricks of financial advisors
|
Nov 05, 2018 |
|
10-27: Retire in a weekend
|
Oct 29, 2018 |
|
10-20: More volatility
|
Oct 29, 2018 |
|
10-6: The truth about bonds
|
Oct 16, 2018 |
|
10-13: Who wants to be a secret millionaire?
|
Oct 15, 2018 |
|
9-28: How to Create a (Mostly) Tax-Free Retirement Pt. 2
|
Oct 02, 2018 |
|
9-22: -How to Create a (Mostly) Tax-Free Retirement
|
Sep 25, 2018 |
|
9-8: 5 Questions Every Wealthy Person Should Ask
|
Sep 19, 2018 |
|
9-15: Live From Sonoma Raceway
|
Sep 18, 2018 |
|
9-1: Could Your Stash Be Hurting You
|
Sep 04, 2018 |
|
8-25: When will the bull market end?
|
Aug 27, 2018 |
|
8-18: How to Pass Your Wealth to Your Family and Charity
|
Aug 20, 2018 |
|
8-11: Habits
|
Aug 13, 2018 |
|
8-4: Fee City
|
Aug 06, 2018 |
|
7-28: Missing Money
|
Aug 01, 2018 |
|
7-21: Is It Enough?
|
Jul 25, 2018 |
|
7-7: Giant Retirement
|
Jul 09, 2018 |
|
6-30: Best States for Retirement
|
Jun 30, 2018 |
|
6-23: NASCAR Special
|
Jun 25, 2018 |
|
6-16: Market Predictions?
|
Jun 17, 2018 |
|
6-9: Weather Patterns
|
Jun 10, 2018 |
|
6-2: Tax Traps
|
Jun 03, 2018 |
|
5-25: Indy 500 2018
|
May 26, 2018 |
|
5-19: Certainty
|
May 20, 2018 |
|
5-12: I'm Movin' Out
|
May 13, 2018 |
|
5-5: Reviewing Life Insurance
|
May 06, 2018 |
|
4-28: Have you saved enough?
|
May 02, 2018 |
|
4-22: Back to the Future
|
Apr 23, 2018 |
|
4-14: Race to the Finish
|
Apr 16, 2018 |
|
4-7: Volatile Discussions
|
Apr 10, 2018 |
|
3-24: Facebook Gone Wild
|
Apr 02, 2018 |
|
3-31: Live from Stephenson High
|
Apr 02, 2018 |
|
3-17: The Evil Ps
|
Mar 17, 2018 |
|
3-10: Remember the Boiler
|
Mar 12, 2018 |
|
3-3: Mid-Correction
|
Mar 05, 2018 |
|
2-24: What's the Magic Number?
|
Mar 01, 2018 |
|
2-17: Understanding the Tax Plan
|
Feb 20, 2018 |
|
2-10: Remember the U-Haul
|
Feb 11, 2018 |
|
2-3: What A Week
|
Feb 05, 2018 |
|
1-27: Bootcamp Week 4
|
Jan 29, 2018 |
|
1-13: Bootcamp Week 3
|
Jan 22, 2018 |
|
1-13: Bootcamp
|
Jan 16, 2018 |
|
1-6: Bootcamp
|
Jan 08, 2018 |
|
12-12: 100 Days of Darkness
|
Dec 20, 2017 |
|
12-9: Hidden Gems
|
Dec 11, 2017 |
|
12-2: December Already
|
Dec 04, 2017 |
|
11-25: Welcome to the Tax Jungle
|
Nov 28, 2017 |
|
11-18: Life Time Planning
|
Nov 21, 2017 |
|
11-11: Smart Money
|
Nov 13, 2017 |
|
11-4: Protect Your Assets
|
Nov 06, 2017 |
|
10-28: Tricks Not Treats
|
Oct 30, 2017 |
|
10-21: Secrets
|
Oct 23, 2017 |
|
10-14: Fire on High
|
Oct 16, 2017 |
|
10-7: Trump Economics
|
Oct 09, 2017 |
|
9-30: 401k Explosion
|
Oct 02, 2017 |
|
9-23: Six Ways to Boost Your Income
|
Sep 25, 2017 |
|
9-16: 2017 Indy Show
|
Sep 18, 2017 |
|
9-9: Protect Your Commandments
|
Sep 11, 2017 |
|
9-2: Tax Free Retirement
|
Sep 06, 2017 |
|
8-26: How Safe Is Your Money?
|
Aug 29, 2017 |
|
8-19: Living For Life
|
Aug 21, 2017 |
|
8-12: Tax Return is Coming
|
Aug 14, 2017 |
|
8-5: Preparing Your Pension
|
Aug 07, 2017 |
|
8-1: Mini Cast
|
Aug 01, 2017 |
|
7-29: Lonely Is The Night
|
Jul 31, 2017 |
|
7-1: Fourth Of July Special
|
Jul 05, 2017 |
|
6-24: Shake 'N Bake
|
Jun 26, 2017 |
|
6-17: Debunked
|
Jun 19, 2017 |
|
6-3: Shattered
|
Jun 05, 2017 |
|
5-27: Smart Millionaire
|
May 30, 2017 |
|
5-20: Large Sum Chaos
|
May 22, 2017 |
|
5-13 "You're Fired!"
|
May 17, 2017 |
|
4-29 Five Mysteries of The IRA
|
May 17, 2017 |
|
4-22 The Good, the Bad and the Ugly
|
Apr 24, 2017 |
|
4-1 Four Steps For Successful Retirement
|
Apr 13, 2017 |
|
3-25 Life After Retirement
|
Apr 13, 2017 |
|
3-18 Your Retirement IQ
|
Apr 13, 2017 |
|
3-11 Smart Employee
|
Apr 13, 2017 |
|
3-4 Holding onto Wealth
|
Apr 03, 2017 |
|
3-25 Life After Retirement
|
Apr 03, 2017 |
|
2-11 Marching Forward
|
Feb 14, 2017 |
|
1-4 Hard Knock Life
|
Feb 06, 2017 |
|
1-28 First Week
|
Jan 30, 2017 |
|
Bootcamp Week 1
|
Jan 18, 2017 |
|
January 7, 2017: Bootcamp
|
Jan 10, 2017 |
|
December 3, 2016: Decision to Retire
|
Dec 06, 2016 |
|
November 26, 2016: Turn, Turn, Turn
|
Nov 28, 2016 |
|
November 19, 2016: Diverse Income
|
Nov 21, 2016 |
|
November 12, 2016: Election Aftermath
|
Nov 17, 2016 |