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Latest Episodes
Saving Taxes on Your Required Minimum Distribution
September 5, 2023Nobody wants to pay more in taxes, especially when it comes to the required minimum distribution. In this episode of Protect Your Assets, The Sandman discusses different approaches that can help you pay less in taxes for your RMD.
Market Segment: Three Major Takeaways from the 2023 Jackson Hole Symposium
August 28, 2023In this market segment, The Sandman discusses three major takeaway points from Chairman Powell’s speech at the 2023 Jackson Hole Symposium, as well as strategies for how to better position your portfolio for the current market.
What to Do When Your Spouse Passes Away
August 28, 2023What documents do you need when someone you love becomes sick or dies? What steps should you take in the days, weeks, and months after your spouse or loved one passes away? Find out in this episode of Protect Your Assets with David Hollander.
Market Segment: Analyzing the Stock Market Cooldown
August 21, 2023This Protect Your Assets market segment features The Sandman analyzing the stock market cooldown. In addition, he answers a listener question about inflation and the S&P 500.
Estate Planning Tips for Car Collectors
August 21, 2023While many car enthusiasts consider their valuable vehicle or car collection as among their most prized possessions, there are many things to consider when it comes to estate planning. In this episode of Protect Your Assets, learn tips about how to title the car and put it into a trust to protect it from probate, select the right executor or advisor for your beneficiaries to care for or sell the car, and tax-free ways your heirs could sell the car using a step up in basis.
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