Episodes

Sunday Dec 13, 2020
Four Questions to Answer Before you Retire
Sunday Dec 13, 2020
Sunday Dec 13, 2020
There are four key questions you need to answer before you retire. Do you have enough money to retire? Do you have an estate plan in order to be tax efficient in passing assets to family? Find out what you need to know in order to have a successful retirement in this episode of Protect Your Assets.

Sunday Dec 13, 2020
Sequence of Returns
Sunday Dec 13, 2020
Sunday Dec 13, 2020
Some financial firms say you can withdrawal a certain percentage from your retirement accounts without worry. However this can lead to some serious problems for your income in retirement. Find out the truth in this week's "They Say" segment.

Sunday Dec 13, 2020
Markets Chop Modestly Lower
Sunday Dec 13, 2020
Sunday Dec 13, 2020
The market finished negative for the week, albeit a small amount. With the news of the vaccine for covid being shipped out what should you looking for? Find out all the information you need to know in this week's market recap.

Sunday Dec 06, 2020
Roth Conversion 101
Sunday Dec 06, 2020
Sunday Dec 06, 2020
Many people think that converting your IRA to a Roth IRA is a no-brainer because of low tax-rates. However there are some key factors to weigh into your decision before you act. Find out 5 reasons why you may not want to do a conversion in this episode of Protect Your Assets.

Sunday Dec 06, 2020
Should you Convert your IRA to a Roth IRA?
Sunday Dec 06, 2020
Sunday Dec 06, 2020
Should you convert your IRA to a Roth IRA because of the low tax rates? There are some red flags you should look out for before you make decision. Find out the truth in this week's "They Say" segment.

Sunday Dec 06, 2020
Markets Continue to Rise
Sunday Dec 06, 2020
Sunday Dec 06, 2020
All indexes finished the week in the green. With another stimulus driving optimism what important facets of the economy should you be focusing on? Find out all the answers in this week's market recap.

Sunday Nov 29, 2020
Social Security 101
Sunday Nov 29, 2020
Sunday Nov 29, 2020
Social security is a very complicated aspect of your retirement. Did you know that there are over 1300 ways to claim it? Find out what you need to know to maximize your benefit in this episode of Protect Your Assets.

Sunday Nov 29, 2020
Is your Social Security Taxed?
Sunday Nov 29, 2020
Sunday Nov 29, 2020
They say you don't have to pay taxes on your social security income, because you already did when you earned it? Is this true? Find out the truth in this week's "They Say" segment.

Sunday Nov 29, 2020
Markets November to Remember
Sunday Nov 29, 2020
Sunday Nov 29, 2020
The market finished positive across all indexes for the week. We currently experienced the best November since 1928 for the economy. The Dow crossed 30,000 for the first time in history. Does this mean it may be time to sell? Find out all the answers in this week's market recap.

Monday Nov 23, 2020
Six Ways the Pandemic can help your Retirement
Monday Nov 23, 2020
Monday Nov 23, 2020
The lock-downs caused by the Coronavirus have been stressful and taken a toll on everyone. But did you know that there are positive things to take away from it? You could even consider it a practice run when you retire. Find out 6 ways you could benefit from the current state of things in this week's episode of Protect Your Assets.

