Dating a Financial Advisor
The chemistry between you and your financial advisor is a crucial aspect of your retirement goals. Are you compatible? Do you see eye to eye? How do you make sure your advisor is the right person to help guide you through retirement? Find out the five key questions you need to ask any financial advisor before you work with them in this week’s episode of Protect Your Assets.
First Step in Retirement
They say hiring a financial advisor is the first step you should take in achieving your retirement goals. However this may be more complicated than you think. What is the difference between an advisor who is a fiduciary and one who is not? Find out what questions you should be asking in this week’s “They Say” segment.
Markets Climb Higher: Is the Upward Momentum Sustainable?
All major indexes finished the week in the green again. How much higher can you expect the market to go? Will more stimulus keep the economy on its current trajectory? Find out the answers you need to know in this week’s market recap.
Markets Rebound
Stocks had a big week with all major indexes in the green. This comes from more stimulus and a budget plan which the markets liked. However is there any risk involved? What other economic factors should you be paying attention to? Find out in this week’s Market Recap.
Protect Your Family from the Survivor Trap
What happens to your spouse and family after you pass away? There are many changes that occur when this happens, and one of the biggest are finances. There are three fundamental questions that you need to be able to answer to make sure you are prepared. Find out what they are in this week’s episode of Protect Your Assets.
Taxes after a Spouse Passes Away
They say that when you pass away, your widower or widow could end paying much more in taxes. There are many factors that play into this such as social security, pensions, and more. Find out the truth so you can be prepared in this week’s “They Say” segment.
Volatility in the Market
This week the market saw volatility as retail investors banded together to short squeeze large hedge funds. All indexes finished the week in the red. What should you be looking out for in the future? Find out what you need to know in this week’s market recap.
Big Changes to Social Security and Medicare
Both social security and Medicare have some serious funding shortfalls. If things stand pat, both of these funds might run out of money sooner than you think. With President Biden announcing that changes are on the horizon what should you be looking out for? Find out all you need to know about Social Security and Medicare in this week’s episode of Protect Your Assets.
Changes in Medicare
When you reach age 65, do you automatically get Medicare? Although that may be the case right now, the congressional budget office just said that the hospital insurance trust will run out of money in 2024. What does this mean for you and your Medicare? Find out the truth in this week’s “They Say” segment.
Markets Momentum Change
All indexes finished the week in the green, with the NASDAQ leading the way. What areas should you be looking to get into and what areas should you avoid? What was the weekly unemployment number? Find out all the information you need to know in this week’s Market recap.