Red Flags in Financial Data

What should you do when you read an study about the economy or finance? What should you be looking for when deciding how to interpret the data given? Find out the red flags to watch out for when reading news and articles in this week’s “They Say” segment when it comes to your retirement goals.

Will the Markets Keep Moving Forward?

The major indexes had yet another good week. This was driven by the economic data to show whether or not the economy is going to pause or keep moving forward. What were the contributing factors? Find out in this week’s market recap.

Roth Conversion 101

Are you considering a Roth Conversion from your IRA or 401k? There are many things to make sure you know before you do. Find out the positive and negative aspects of  a conversion into a Roth IRA in this episode of Protect Your Assets.

Converting Your 401k into a Roth

“They say” that you should convert as much of your 401k or Ira into a Roth Ira because it is a no-brainer. Is this true? Find out the truth in this week’s “They Say” segment.

Market Gains Despite no Stimulus

The Markets had another good run this week. How and why did this happen even though another stimulus bill did not pass? Find out in this week’s market segment.

The ABCs of Annuities

Do you have an annuity or are you thinking about getting one? There are many different types as well as key aspects to know before you include one into your retirement plan. Find out about all things annuities in this episode of Protect Your Assets.

Annuities and Your IRA

They say you should not buy an annuity in your IRA because your IRA is already tax deferred. Find out the truth in this week’s “They Say” segment.

Why Is the Market Up?

The major indexes ended the week positive. What did Federal Chairman Powell have to say about the rates? Will the super cap tech stocks strong earnings reports keep the economy going? Find out what you should be looking out for in this week’s market recap.

Retirement Checklist Challenge

Take the PYA Retirement Checklist Challenge! Do you have the right estate plan? Where are you going to get your income in retirement? How can you best manage taxes in the next phase of your life? In this episode find out where you stand in achieving your dream retirement.

Estate Plan Protocol

When you finish your estate plan does that mean you are done and can walk away? Find out in this week’s “They Say” segment.