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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?
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