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PODCAST

Protect Your Assets

Protect Your Assets | Cumulus Media San Francisco

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.

business investing

All Episodes

26:25

Protecting Yourself From Frauds and Scams

Protect Your Assets ·

2021/03/01

Did you know that since the pandemic, you are more likely to be a victim to fraud or a scam? Americans lost around 50 billion to fraud and scams last year. As scammers continue to evolve, how can you protect yourself? Find out in this week’s episode of Protect Your Assets.See omnystudio.com/listener for privacy information.

en-US

1:40

Can You Avoid the RMD?

Protect Your Assets ·

2021/02/22

They say when you turn 72, you must take your required minimum distribution. Is that always true? Find out if there are any alternatives for you in this week’s “They Say” segment.See omnystudio.com/listener for privacy information.

en-US

8:31

Markets React to Rising Treasury Rates

Protect Your Assets ·

2021/02/22

Markets saw some reaction this week to the treasury raising rates. The Dow was up a small amount, but the Nasdaq and the S&P both finished in the red. Was this the beginning of a pull back from all time highs? Find out what key factors you need to pay attention in this week’s Market recap.See omnystudio.com/listener for privacy information.

en-US

21:18

Five Key Financial Dates in 2021

Protect Your Assets ·

2021/02/22

There are many key dates you need to meet in 2021. It is important to not overlook them in order to avoid costly mistakes that could impact your retirement. Whether it is healthcare choices, taking money from your retirement accounts, or taxes, they all require your due diligence. Find out the dates you need to know in 2021 in this episode of “Protect Your Assets.”See omnystudio.com/listener for privacy information.

en-US

32:00

Dating a Financial Advisor

Protect Your Assets ·

2021/02/15

The chemistry between you and your financial advisor is a crucial aspect of your retirement goals. Are you compatible? Do you see eye to eye? How do you make sure your advisor is the right person to help guide you through retirement? Find out the five key questions you need to ask any financial advisor before you work with them in this week’s episode of Protect Your Assets.See omnystudio.com/listener for privacy information.

en-US

7:23

Markets Continue to Rise

Protect Your Assets ·

2021/02/15

All major indexes finished the week in the green again. How much higher can you expect the market to go? Will more stimulus keep the economy on its current trajectory? Find out the answers you need to know in this week’s market recap.See omnystudio.com/listener for privacy information.

en-US

5:10

First Step in Retirement

Protect Your Assets ·

2021/02/15

They say hiring a financial advisor is the first step you should take in achieving your retirement goals. However this may be more complicated than you think. What is the difference between an advisor who is a fiduciary and one who is not? Find out what questions you should be asking in this week’s “They Say” segment.See omnystudio.com/listener for privacy information.

en-US

9:33

Markets Rebound

Protect Your Assets ·

2021/02/08

Stocks had a big week with all major indexes in the green. This comes from more stimulus and a budget plan which the markets liked. However is there any risk involved? What other economic factors should you be paying attention to? Find out in this week’s Market Recap.See omnystudio.com/listener for privacy information.

en-US

27:45

Protect Your Family From the Survivor Trap

Protect Your Assets ·

2021/02/01

What happens to your spouse and family after you pass away? There are many changes that occur when this happens, and one of the biggest are finances. There are three fundamental questions that you need to be able to answer to make sure you are prepared. Find out what they are in this week’s episode of Protect Your Assets.See omnystudio.com/listener for privacy information.

en-US

12:02

Volatility in the Market

Protect Your Assets ·

2021/02/01

This week the market saw volatility as retail investors banded together to short squeeze large hedge funds. All indexes finished the week in the red. What should you be looking out for in the future? Find out what you need to know in this week’s market recap.See omnystudio.com/listener for privacy information.

en-US

7:43

Taxes After a Spouse Passes Away

Protect Your Assets ·

2021/02/01

They say that when you pass away, your widower or widow could end paying much more in taxes. There are many factors that play into this such as social security, pensions, and more. Find out the truth so you can be prepared in this week’s “They Say” segment.See omnystudio.com/listener for privacy information.

en-US

28:02

Big Changes to Social Security and Medicare

Protect Your Assets ·

2021/01/25

Both social security and Medicare have some serious funding shortfalls. If things stand pat, both of these funds might run out of money sooner than you think. With President Biden announcing that changes are on the horizon what should you be looking out for? Find out all you need to know about Social Security and Medicare in this week’s episode of Protect Your Assets.See omnystudio.com/listener for privacy information.

en-US

4:21

Changes in Medicine

Protect Your Assets ·

2021/01/25

When you reach age 65, do you automatically get Medicare? Although that may be the case right now, the congressional budget office just said that the hospital insurance trust will run out of money in 2024. What does this mean for you and your Medicare? Find out the truth in this week’s “They Say” segment.See omnystudio.com/listener for privacy information.

en-US

10:28

Markets Momentum Change

Protect Your Assets ·

2021/01/25

All indexes finished the week in the green, with the NASDAQ leading the way. What areas should you be looking to get into and what areas should you avoid? What was the weekly unemployment number? Find out all the information you need to know in this week’s Market recap.See omnystudio.com/listener for privacy information.

en-US

33:07

Market Cycles and Your Portfolio

Protect Your Assets ·

2021/01/18

There have been many changes tobegin the year 2021. There is a new president and congress, which could lead to some massive changes that could impact your retirement portfolio. With another stimulus most likely on the way, what does that mean for the economy? Find out 5 key areas that you should be watching within the markets and the economy overall in this week’s episode of Protect Your Assets. See omnystudio.com/listener for privacy information.

en-US

8:39

Technology in Your Portfolio

Protect Your Assets ·

2021/01/18

They say you should have technology in your portfolio, but what percentage is right for you? Find out where you may want to rebalance your portfolioin this week’s “They Say” segment.See omnystudio.com/listener for privacy information.

en-US

7:57

Markets Finish This Week Down

Protect Your Assets ·

2021/01/18

All indexes finished the week in the red, so what happened? Why has the course changed and are we potentially headed for a double dip recession? What does the proposed stimulus mean for interest rates? Find out all you need to know in this week’s market recap.See omnystudio.com/listener for privacy information.

en-US

30:33

Creating More Wealth in Retirement

Protect Your Assets ·

2021/01/11

In the second part of our Annual Bootcamp, we give you ideas on how to save and create more wealth for retirement. From the basics on how much to pay yourself, all the way to Roth conversions, there are many ways to take a step in the right direction. Find out what you can do in this week’s episode of Protect Your Assets.See omnystudio.com/listener for privacy information.

en-US

5:49

Do You Have to Take Your RMD at 72?

Protect Your Assets ·

2021/01/11

They say that you have to start taking your RMD, or required minimum distributions, once you hit the age of 72. However there are some ways to minimize, or even avoid your RMDs. Find out how in this week’s “They Say” segment.See omnystudio.com/listener for privacy information.

en-US

10:01

Markets at Record Highs

Protect Your Assets ·

2021/01/11

Stocks this week extended the rally and closed at all time highs as investors continued to bet on more aggressive stimulus following the democratic sweep in Georgia. What else should you be looking for. Find out if the four pillars of the rally are still intact in this week’s Market recap.See omnystudio.com/listener for privacy information.

en-US

530 results

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