Who doesn’t love surprises? Nearly everyone likes surprises, but no one likes surprises when they come from the IRS! If you’re retired or nearing retirement you’ll want to stick with us for this entire podcast. In retirement you are exposed to different taxes that you’ve never seen before. Avoid ugly surprises, and pay attention as we lay out 10 Different Ways Your Retirement Income Gets Taxed.

The #1 savings account that virtually everyone owns, will be our main focus during today’s show as we reveal The Biggest Mistake everyone makes with their IRA! At some point in your life, your IRAs will likely become your largest asset they may be already! So, you better make sure you know how they work and how to take full advantage of all the benefits! For instance, did you know that even if your spouse isn’t working, it’s actually possible to make an IRA contribution for them? Tune in for more useful tips!

As you can imagine, we get a wide range of questions at Liberty Group from radio show listeners and as a special treat this week we are going to be featuring many questions. Everything from “what do you think about Bitcoin?” to “should I invest in Gold?” to “are annuities bad?”, you name it…we’re probably going to be answering it during today’s show, what we’re calling the What Do You Think?

This week David discusses some important deadlines regarding social security and fills you in on what you could do to earn more of the governments money! You don’t want to miss this week’s show! 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.

Do you ever yearn for the times when life was simpler? When there wasn’t so many things all vying for your attention? If that sounds like you, then you are going to love today’s show as we aim to help you “de-clutter” your retirement accounts. Over many years of working and saving it’s easy to “collect” different 401(k)s, IRAs, and investments…and when you take inventory you realize that while you have money diversified all over the place – you have no real, coordinated plan. It’s time to make life simpler again. And we are going to help you as we discuss How To De-Clutter and Simplify Your Retirement Accounts.

We are going to test your knowledge on Estate Planning. Do you know the difference between a Will and a Living Will? Should you consider getting a Trust or are there other alternatives worth pursuing? Tune in for the entire show as we test your Estate Planning knowledge and help you decipher this complex, but necessary part of your total wealth management plan. 

People are fearful of losing money in the market, a lot of investors that consider themselves pretty conservative are opening their 401(k) and IRA statements and to their surprise they have lost quite a bit of money…sound familiar? The last thing they want is to live through another 2008, which is leading many to rethink their plan and whether they should change their financial advisor. This week, we are going to help point you in the right direction – help you discover if it’s time to shop for a new advisor and find out what questions you should be asking, so it’s the last advisor you ever have to hire! It’s all coming up on today’s show as we help you answer the question, “Should I Find A New Advisor?”

The financial and investing world can be so complex, so confusing…so much so, that people become paralyzed and do nothing. It’s not that people want to make bad decisions with their money and retirement, it’s just that they don’t know what to do or if they can trust the advice they are getting. Ultimately, they are just trying to know, “am I going to be OK?” If that sounds like you, you’ll want to stay glued to your speaker as we help you answer the question Am I Going To Be OK?

We all have been there, we plan for something…AND life happens. Setbacks in life can and do happen – an unexpected job loss, divorce, a change in health, having to care for a family member, and even changes in the market can cause your plans to fly off the rails. The good news is, you’re not alone – we all go through tough times – the key is to bounce back and get your plan back on track! And that’s what we’re going to help you do! Whether you recently experienced one of life’s many interesting “detours” or you want to be prepared for when it does happen this is one episode that you can’t afford to miss as we discuss 5 Scenarios That Could Wreck Your Retirement (& How to Bounce Back from Them!)

If you are retired or hoping to retire sometime soon, you will definitely want to join us as we lay out 2019 Key Retirement Deadlines. Just when you thought you could retire and not worry about any more deadlines, the good news is we will be doing the heavy lifting for you! From the deadline to apply for Medicare to tax deadlines to various retirement deadlines you must meet to avoid penalties and extra taxes. We’ve got you covered so don’t miss out!