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Latest Episodes
Financial Scams 2026: The Latest AI-Driven Fraud and How to Avoid It
April 28, 2026Financial scams in 2026 are more advanced than ever, with AI, deepfakes, and social engineering creating new risks for investors and families. In this episode of Protect Your Assets, David Hollander breaks down the most common financial scams 2026 has to offer, including deepfake impersonations, employment scams, romance fraud, and digital arrest schemes.
Learn why these scams are so effective, the warning signs to watch for, and practical steps you can take to protect your identity, accounts, and savings.
Business Exit Planning: What Business Owners Should Know Before Selling
March 23, 2026In this episode of Protect Your Assets, David Hollander discusses key considerations around business exit planning for owners who may be thinking about selling a privately held company. He explores why preparing in advance can matter, from understanding what a business may be worth to organizing financials, preparing for due diligence, and evaluating potential tax implications.
David also explains why business exit planning is about more than the sale itself. Owners may need to think carefully about what comes after the transaction, including how sale proceeds fit into long-term income planning, lifestyle goals, and the next chapter of life.
The 4% Rule in Retirement: Why It May Deserve a Second Look
March 17, 2026In this episode of Protect Your Assets, David Hollander reviews the role of the 4% rule in retirement planning and shares why it may not be appropriate for every investor or retirement situation. He covers several factors that can affect withdrawal strategies, including changing market conditions, inflation, taxes, and longer life expectancy. This episode offers an educational look at why retirement income planning often benefits from a strategy tailored to individual goals, resources, and risk considerations.
Reverse Mortgages Explained with Chris Freck
March 10, 2026In this episode of Protect Your Assets, David Hollander sits down with reverse mortgage specialist Chris Freck to discuss how reverse mortgages work and how they may allow homeowners to access equity while continuing to live in their home. They cover eligibility requirements, how loan amounts are determined, and the differences between fixed and adjustable reverse mortgage options.
David and Chris also walk through real-life examples to explain how reverse mortgages are sometimes used to supplement retirement income, create a line of credit, or provide additional flexibility later in life.
Bonds Explained: What Today’s Bond Market Means for Investors
March 2, 2026The bond market is shifting, and understanding bonds is critical in today’s interest rate environment.
In this episode, David Hollander discusses bond basics, including yield, duration, callable bonds, and the yield curve, while explaining how falling interest rates may impact income, portfolio stability, and retirement planning.
If you’re holding cash, approaching retirement, or reviewing your fixed income strategy, this episode will help you better understand what’s happening and what to consider next.
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