Teaching kids about money is one of the most valuable gifts you can give them, and summer is the perfect time to start. In this episode of Protect Your Assets, David Hollander breaks down six essential lessons to help your children or grandchildren build healthy financial habits early.

You’ll learn how to:

Talk about earning, saving, and spending in relatable terms

Set up their first bank account or Roth IRA

Encourage entrepreneurship through simple side hustles

Turn everyday moments into teachable financial insights

Help them avoid common mistakes with practical, age-appropriate tools

If you’re a parent or grandparent looking for an easy way to start teaching kids about money, this episode is packed with actionable advice.

What do wealthy retirees do differently when it comes to spending, investing, and managing their financial future? In this episode of Protect Your Assets, David Hollander shares key lessons from decades of working with high-net-worth clients. You’ll hear insights on purposeful spending, systematic investing, team-based planning, debt strategies, and staying ahead of tax changes. Plus, David covers current market updates, crypto milestones, and signs of a cooling labor market.

Thinking about selling your business? In this episode of Protect Your Assets, David Hollander discusses key considerations for business owners preparing for a potential sale. From cleaning up your books to understanding valuation methods like EBITDA and discounted cash flow, you’ll learn how to navigate the transition thoughtfully.

David also explores tax implications, legal planning, and how to approach the emotional side of letting go of a company you’ve spent years building. Whether you’ve received a call from a private equity firm or you’re just beginning to consider your next chapter, this episode offers practical insights from over 30 years of working with business owners at every stage of the exit process.

On this episode of Protect Your Assets, David Hollander delves into the challenges of generational wealth planning and how to avoid the so-called third-generation curse. Discover the key mistakes that can unravel even the largest estates and learn proactive steps to keep your wealth growing for generations to come. From outdated estate plans to business continuity strategies and tax law changes, this episode covers essential considerations for anyone hoping to preserve family wealth and values.

With interest rates projected to fall in 2025, many investors are taking a closer look at what they consider “safe” money—particularly bonds and other fixed income investments. In this episode of Protect Your Assets, David Hollander explains how rate shifts may impact the performance of these traditionally conservative assets. You’ll also hear a breakdown of key terms to know when reviewing bond holdings and why international diversification is gaining renewed attention this year.