Preparing for Retirement? Test Drive It Before You Retire

Are you ready for retirement beyond the financial side of the equation? In this episode of Protect Your Assets, David Hollander, The Sandman, explores how preparing for retirement can include testing out potential destinations, new routines, hobbies, travel, and other lifestyle changes before leaving the workforce. 

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Trump Accounts Explained: What Parents and Grandparents Need to Know

What are Trump Accounts, and how could they fit into your family’s financial plan? In this episode of Protect Your Assets, David Hollander breaks down what parents, grandparents, and business owners should know about these new savings accounts for children. 

Learn how Trump Accounts work, including the $1,000 federal contribution for eligible children, contribution limits, investment options, tax considerations, and what happens when the child turns 18. David also compares Trump Accounts vs. 529 plans, examines the “millionaire” claims, and explains how these accounts may fit into a broader generational wealth strategy. 

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401(k) Retirement Planning: Is It Time for a Reset?

Is your 401(k) ready for retirement? David Hollander explains what to review as retirement gets closer, including fees, investment risk, taxes, income planning, and the investment options available within your plan. He also discusses how outside guidance may help you make more informed decisions about your 401(k) and prepare it for the transition from saving to generating retirement income.

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Can You Afford to Retire? Retirement Risks You Can’t Ignore

Can you afford to retire? A recent Transamerica survey found that 62% of Americans worry they could work their entire lives and still not have enough money to retire. In this episode, David Hollander explores the biggest retirement risks facing today’s retirees, including inflation, Social Security uncertainty, long-term care costs, and retirement income planning. He also shares ways to help you identify potential gaps and make more informed financial decisions as you prepare for retirement.

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7 Common Retirement Myths (and the Facts Behind Them)

Many retirement decisions are influenced by assumptions that aren’t always accurate. In this episode of Protect Your Assets, David Hollander, The Sandman, explores 7 common retirement myths and the facts behind them. Drawing on research from the Boston College Center for Retirement Research, he discusses misconceptions surrounding Social Security, long-term care, retirement investing, taxes, and retirement income planning, and why understanding these topics may help you make more informed financial decisions. 

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Financial Independence After 50: Your Retirement Checklist, Social Security & Healthcare Costs

What does financial independence really mean in retirement? In this episode of Protect Your Assets, David Hollander shares a practical retirement checklist to help you prepare for life after work. Learn how to evaluate whether you’ve saved enough, create retirement income, optimize your Social Security claiming strategy, understand Medicare enrollment, prepare for rising healthcare and long-term care costs, and build a retirement plan designed around income, growth, and risk management.

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Retirement Planning: When Should You Take Social Security, RMDs, and Retirement Income?

Every major retirement decision comes with one important question: When? In this episode of Protect Your Assets, David Hollander discusses the timing decisions that can have a lasting impact on your financial future, including when to claim Social Security, when required minimum distributions (RMDs) begin, when Roth conversions may make sense, and how the order of retirement account withdrawals can influence your long-term tax strategy.

Whether you’re approaching retirement or already there, this episode offers practical retirement planning insights to help you make more informed decisions about your income, taxes, and legacy.

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SpaceX IPO Explained: What Investors Need to Know Before Buying

The SpaceX IPO is making headlines, but is it the right investment for you? In this episode of Protect Your Assets, David Hollander explains how IPOs work, why the SpaceX debut has generated so much attention, and what investors should consider before buying. He also explores the risks, historical IPO performance, Nasdaq 100 inclusion, and how retirement investors can evaluate high-growth opportunities within the context of a diversified portfolio.

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Retirement Income Planning: Help Protect Your Savings When Markets Are Volatile

The stock market continues to reach new highs, but rising interest rates, geopolitical uncertainty, and increased volatility are causing many investors to question what comes next. In this episode of Protect Your Assets, David Hollander discusses retirement income planning strategies that may help retirees and those nearing retirement protect a portion of their savings, manage risk, and create more dependable income. He also explores ways to evaluate portfolio risk, address sequence of returns risk, and position your retirement plan for an uncertain market environment.

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Financial Scams 2026: The Latest AI-Driven Fraud and How to Avoid It

Financial scams in 2026 are more advanced than ever, with AI, deepfakes, and social engineering creating new risks for investors and families. In this episode of Protect Your Assets, David Hollander breaks down the most common financial scams 2026 has to offer, including deepfake impersonations, employment scams, romance fraud, and digital arrest schemes.

Learn why these scams are so effective, the warning signs to watch for, and practical steps you can take to protect your identity, accounts, and savings.

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