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Latest Episodes
Managing Your Time in Retirement
November 15, 2020How much time will you have for yourself in retirement? Often times people spend more time on finances in retirement then they think. In this episode of Protect Your Assets we will give you 5 tips for better time management…
Institutional Funds with Specific Brokerage Firms
November 15, 2020They say that you can only get specific institutional funds with certain brokerage firms. Is this true? Find out the truth in this week’s “They Say” segment.
Markets on the Rise
November 15, 2020Markets had another strong week. Pfizer’s announcement of a potential vaccine for Covid-19 led to overall optimism in the financial sector. What other factors should you be looking for as key indicators? Find out the answers in this week’s market…
Planning for Healthcare
November 8, 2020In this episode of Protect Your Assets, we go over some key components to coming up with a plan if and when you need care. Find out tips on starting the right conversations and how to let your loved ones…
Planning Ahead for Your Health
November 8, 2020Most people do not plan for if and when they are going to need healthcare. Whether that is at home or in a nursing facility, you need to make sure that you communicate your plan to those who will help…



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