Tax-Saving Opportunities to Explore Before Year-End
As the year winds down, now is the time to evaluate tax strategies that could impact your finances. In this episode of Protect Your Assets, David Hollander, a.k.a. The Sandman, discusses the implications of the expiring Tax Cuts and Jobs Act (TCJA), state and local tax deductions, required minimum distribution options, and other year-end financial considerations. Explore ways to make informed decisions about your portfolio and navigate potential market volatility. Whether it’s understanding health savings accounts or Roth conversions, this episode offers insights to help you prepare for what’s ahead.
Read MoreIs the 4% Rule Still Safe? Rethinking Retirement Income
In this episode of Protect Your Assets, David Hollander examines the 4% rule—a popular approach for retirement withdrawals that’s been widely used for years. With today’s changing market conditions, he explores why relying solely on this rule may present risks for some retirees. David discusses how shifts in interest rates, inflation, and market volatility could impact this strategy and shares considerations to help you evaluate your retirement plan. Whether you’re approaching retirement or already there, tune in for insights into building a retirement income plan that aligns with today’s financial landscape.
Read MoreMedicare Made Easy: How to Get the Best Healthcare in 2025 and Beyond
With healthcare costs on the rise, managing Medicare choices has become increasingly important. In this episode of Protect Your Assets, David Hollander, also known as The Sandman, explores Medicare changes and considerations for 2025. Whether you’re approaching Medicare age or already enrolled, join us to understand how different plans and coverage options might impact your healthcare expenses. From Medicare Advantage plans to income-based premiums, this episode offers valuable insights into navigating Medicare decisions. Tune in to get a clearer view of what’s ahead and how you might adjust your plan to suit your needs.
Read MoreBeware of Financial Tricks: Avoiding Ghastly Investment Mistakes This Halloween
In this Halloween-themed episode of Protect Your Assets, David Hollander—aka The Sandman—pulls back the curtain on some of the spookiest financial tricks lurking in today’s market. Beware of “zombie” stocks, haunting tax traps, and the chillingly common pump-and-dump schemes that could leave your portfolio looking like a ghost town! David shares tales of real-life financial frights and offers tips to help you keep your money safe from the ghastly pitfalls that might be hiding around the corner. Listen in…if you dare…to get insights that might just keep your financial nightmares at bay.
Read MoreUnderstanding Your Job Benefits: Key Steps Before Leaving Your Job
Are you thinking about moving on to a new job or considering retirement? Don’t rush into this big decision without understanding what happens to your benefits. In this episode of Protect Your Assets, David Hollander covers everything you need to know before making the leap. From understanding your 401(k) and health savings account to managing unused PTO and deciphering vesting schedules, this episode will guide you through the steps to help protect your hard-earned benefits.
Read MoreUncovering Retirement Readiness: Are You Truly Prepared?
In this episode of Protect Your Assets, David Hollander discusses key aspects of retirement planning as a couple prepares to retire in 2025. From questions about liability and income to concerns about underinsurance, David highlights some of the challenges they faced while reviewing their financial plan. This episode offers insights into the kinds of issues people may encounter when planning for retirement and the potential impact of market changes. Listen to gain a better understanding of how to approach your own retirement strategy.
Read MoreEvaluating Your 401(k) and Retirement Income in Uncertain Markets
In this week’s Protect Your Assets podcast, David Hollander explores important actions to evaluate as you approach retirement. With markets at an all-time high and potential volatility ahead due to the upcoming election, now may be a good time to review your portfolio. David discusses common challenges retirees face, including how market drops can impact retirement timelines. He also provides insights into tax-efficient strategies and how to assess your 401(k), real estate, or stock positions. Tune in to hear key considerations for managing your retirement savings effectively.
Read More5 Retirement Lessons Every Football Fan Will Appreciate
What can the world of sports reveal about smart retirement planning? In this episode of Protect Your Assets, David “The Sandman” Hollander shares five key takeaways inspired by the return…
Read MoreHow the Presidential Race Could Impact Your Retirement and Taxes
Host David Hollander, aka The Sandman, delves into the critical ways the 2024 presidential election could affect your financial future. With over 30 years of experience in tax, legal, and financial planning, David explores the potential market volatility, investment risks, and changes in tax policies that may arise depending on the election’s outcome. Discover practical strategies that aim to safeguard your assets, make the most of current tax rates, and prepare for a stable retirement amid political uncertainty. Tune in to learn how to navigate these challenging times and ensure your financial plans remain on track.
Read MoreInvesting in Gold: What You Need to Know Now
In this episode of Protect Your Assets, David Hollander, the Sandman, dives into the hot topic of gold as it hits a new all-time high of $2,548 an ounce. Should you consider investing in gold right now? David discusses the four essential factors you need to consider before making any decisions. From understanding the market momentum to evaluating the best ways to own and store gold, this episode provides insights for anyone contemplating adding gold to their portfolio. Tune in to learn whether this precious metal is the right investment for you in today’s economic landscape.
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