Listen to David Hollander On the Radio
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.
Tune in to “Protect Your Assets”
with David Hollander
Saturdays – 8 a.m.
KNBR 104.5FM/KNBR680AM, San Francisco, CA
Saturdays – 6 a.m.
Empower Radio, Worldwide, Internet Radio
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Fed Rate Cut Boosts Markets: Stocks Rally, Bonds Steady, and Key Sectors to Watch
The Fed’s recent rate cut pushed the Dow, S&P, and Nasdaq higher, while Treasuries and oil told a different story. In this Protect Your Assets market briefing, David Hollander explains what the Fed’s decision signals about the labor market, why job trends raise recession concerns, and how AI is reshaping the outlook. He also breaks down what investors should know about bonds now that much of the rally is priced in, how to approach equities at record highs, and which sectors may benefit most from lower rates and recent tax law changes.
Estate Planning for Collector Cars: Trusts, Probate, and Tax Strategies
For many car lovers, a classic or collector car represents memories, passion, and pride. Yet few owners stop to think about what happens to these valuable vehicles when they’re no longer around. In this episode of Protect Your Assets, David Hollander shares how estate planning can help protect both your car collection and your loved ones. He covers the importance of deciding whether heirs should keep or sell a vehicle, how placing cars in a trust can help avoid probate delays, and why appointing a special executor may make sense for unique assets like cars. You’ll also hear how to organize records and appraisals, what to know about capital gains rules and step-up in basis, and when charitable donations might provide tax advantages. Whether you own a single classic car or an entire collection, this episode offers practical guidance on preparing for the future while preserving what matters most.
Family, Finances & Health: Planning Ahead Before Crisis Hits
In this episode of The Clear Cut, Claire Hollander dives into Chapter 3 of her book A Clear Path Forward, exploring the powerful link between physical health and financial health. From the emotional challenges of starting hard family conversations to the practical need for organizing vital documents, Claire unpacks why waiting until a crisis strikes can create unnecessary chaos. Through real client stories and reflective Q&A, she shares strategies for preparing loved ones for the realities of aging, long-term care, and estate planning. Tune in to learn how proactive planning can ease burdens, protect relationships, and truly become the ultimate gift to your family.
Cooling Job Openings, Falling Yields, and a Likely Fed Cut
This week’s briefing covers a softer labor market, declining Treasury yields, and why the Fed is widely expected to cut rates on September 17. We dig into what fewer job openings could mean for growth, how lower borrowing costs may affect mortgages and corporate activity, and where crude oil might find support after recent weakness. We also preview next week’s CPI and PPI releases, discuss why inflation remains above the Fed’s 2% target, and outline positioning ideas for a volatile September–October stretch. Plus, sectors we currently favor—financials and health care—and a reminder to use pullbacks to rebalance toward quality.
Do You Still Need Life Insurance in Retirement? Smart Strategies for RMDs, Taxes & Legacy Planning
Life insurance isn’t just for when you’re working—it can be a powerful tool in retirement. In this episode of Protect Your Assets, host David Hollander, The Sandman, breaks down whether retirees should keep their life insurance policies, how required minimum distributions (RMDs) can be converted into tax-free wealth for heirs, and why today’s interest rate environment may offer opportunities to upgrade existing coverage.
You’ll also learn:
• The key differences between term and permanent life insurance in retirement.
• How life insurance can supplement retirement income and provide long-term care benefits.
• Strategies for using life insurance to offset taxes, protect your spouse, or strengthen your estate plan.
• Tips for qualifying for coverage after age 65 and why underwriting rules matter.
Whether you’re approaching retirement or already there, this episode will help you evaluate your current policies, uncover hidden value, and decide if life insurance still belongs in your financial plan.
From Courtroom to Celebrations: Tiffany Klein on Designing Unforgettable Events
What does it take to transition from a career in civil litigation to building a thriving luxury event planning business? In this episode of The Clear Cut, Claire Hollander sits down with Tiffany Klein, owner of Rosecrest Special Events, to explore her remarkable journey. Tiffany shares how her background as a litigator shaped her approach to timelines, contracts, and problem-solving—and how those skills now fuel her creativity in crafting extraordinary events. From intimate milestone celebrations to show-stopping productions featuring world-class talent like Chris Stapleton, Tiffany reveals what goes into designing experiences that guests will never forget. Tune in for insights on entrepreneurship, creativity, and the art of gathering with intention.
Inflation, Fed Outlook, and Crypto Updates
This week’s market briefing reviews the latest performance numbers and developments. The Dow gained 1.7%, the S&P is up more than 9% year to date, and small caps showed strength. A higher-than-expected Producer Price Index raised concerns about inflation, while attention now shifts to the Fed’s September meeting. David Hollander discusses the three factors influencing today’s market: inflation, Fed policy, and corporate earnings. The update also covers crypto as Bitcoin approaches new highs, ETFs expand, and global regulations evolve.
The Financial Advisor Checklist: 8 Things They Should Be Doing
Are you confident your advisor is covering everything that matters for your retirement? In this episode of Protect Your Assets, David Hollander walks through a practical financial advisor checklist, including eight signs that reveal whether your advisor is truly providing comprehensive planning or just focusing on investments. From tax planning and Roth conversions to income strategies and team support, discover what could be missing from your plan and how to spot the red flags before it’s too late.
Stock Market Trends 2025: Yield Curve Shifts, Fed Rate Cut Signals, and Sector Opportunities
In this week’s Protect Your Assets Market Briefing, David Hollander examines key stock market trends for 2025, including a steepening yield curve, strong corporate earnings, and the potential impact of upcoming Fed rate cuts. Learn which sectors (like banks, small caps, utilities, and REITs) could benefit, and why consumer discretionary, financial services, and health care remain worth watching. Plus, explore bond strategies for a changing interest rate environment.
Roth IRA Conversion 2025: How the Big Beautiful Bill Could Impact Your Retirement Strategy
Thinking about a Roth IRA conversion in 2025? With tax rates locked in and new deductions available under the Big, Beautiful Bill, this year could be an ideal time to move funds from a traditional IRA or 401(k) into a tax-free Roth IRA. But timing is everything, and making the wrong move could increase your Medicare premiums or push you into a higher tax bracket. In this episode of Protect Your Assets, David Hollander explains how Roth conversions work, the benefits and risks in today’s tax environment, and strategies to determine the right amount to convert.
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