What are Trump Accounts, and how could they fit into your family’s financial plan? In this episode of Protect Your Assets, David Hollander breaks down what parents, grandparents, and business owners should know about these new savings accounts for children. 

Learn how Trump Accounts work, including the $1,000 federal contribution for eligible children, contribution limits, investment options, tax considerations, and what happens when the child turns 18. David also compares Trump Accounts vs. 529 plans, examines the “millionaire” claims, and explains how these accounts may fit into a broader generational wealth strategy. 

Is your 401(k) ready for retirement? David Hollander explains what to review as retirement gets closer, including fees, investment risk, taxes, income planning, and the investment options available within your plan. He also discusses how outside guidance may help you make more informed decisions about your 401(k) and prepare it for the transition from saving to generating retirement income.

Can you afford to retire? A recent Transamerica survey found that 62% of Americans worry they could work their entire lives and still not have enough money to retire. In this episode, David Hollander explores the biggest retirement risks facing today’s retirees, including inflation, Social Security uncertainty, long-term care costs, and retirement income planning. He also shares ways to help you identify potential gaps and make more informed financial decisions as you prepare for retirement.

Many retirement decisions are influenced by assumptions that aren’t always accurate. In this episode of Protect Your Assets, David Hollander, The Sandman, explores 7 common retirement myths and the facts behind them. Drawing on research from the Boston College Center for Retirement Research, he discusses misconceptions surrounding Social Security, long-term care, retirement investing, taxes, and retirement income planning, and why understanding these topics may help you make more informed financial decisions. 

What does financial independence really mean in retirement? In this episode of Protect Your Assets, David Hollander shares a practical retirement checklist to help you prepare for life after work. Learn how to evaluate whether you’ve saved enough, create retirement income, optimize your Social Security claiming strategy, understand Medicare enrollment, prepare for rising healthcare and long-term care costs, and build a retirement plan designed around income, growth, and risk management.