There are four key questions you need to answer before you retire. Do you have enough money to retire? Do you have an estate plan in order to be tax efficient in passing assets to family? Find out what you need to know in order to have a successful retirement in this episode of Protect Your Assets.

Some financial firms say you can withdraw a certain percentage from your retirement accounts without worry. However this can lead to some serious problems for your income in retirement. Find out the truth in this week’s “They Say” segment.

The market finished negative for the week, albeit a small amount. With the news of the vaccine for covid being shipped out, what should you be looking for? Find out all the information you need to know in this week’s market recap.

Many people think that converting your IRA to a Roth IRA is a no-brainer because of low tax-rates. However there are some key factors to weigh into your decision before you act. Find out 5 reasons why you may not want to do a conversion in this episode of Protect Your Assets.

Should you convert your IRA to a Roth IRA because of the low tax rates? There are some red flags you should look out for before you make decision. Find out the truth in this week’s “They Say” segment.

All indexes finished the week in the green. With another stimulus driving optimism what important facets of the economy should you be focusing on? Find out all the answers in this week’s market recap.

Social security is a very complicated aspect of your retirement. Did you know that there are over 1300 ways to claim it? Find out what you need to know to maximize your benefit in this episode of Protect Your Assets.

They say you don’t have to pay taxes on your social security income, because you already did when you earned it? Is this true? Find out the truth in this week’s “They Say” segment.

The market finished positive across all indexes for the week. We currently experienced the best November since 1928 for the economy. The Dow crossed 30,000 for the first time in history. Does this mean it may be time to sell? Find out all the answers in this week’s market recap.

The lock-downs caused by the Coronavirus have been stressful and taken a toll on everyone. But did you know that there are positive things to take away from it? You could even consider it a practice run when you retire. Find out 6 ways you could benefit from the current state of things in this week’s episode of Protect Your Assets.