In this episode of Protect Your Assets, host David Hollander explores strategies for possibly creating tax-free retirement income for business owners. Joined by insurance professional Tracy Tamura and Bill Poate of Friedmans Appliance, they delve into the risks business owners face and how to help protect and enhance employee and personal financial wellbeing. Discover insights on employee retention, wealth creation, and the transition of businesses to future generations. Plus, learn about the success behind Friedmans Appliance’s employee ownership model.

In this market segment, The Sandman delves into the latest financial trends as the labor market begins to show signs of slowing, impacting the stock market for another week. He observes mixed performances across major indexes with the Dow dipping, the S&P 500 slightly up, and the Nasdaq experiencing a decline. Despite these fluctuations, international markets like Europe’s show strength. The Sandman also unpacks recent jobs data suggesting a cooling labor market, which could be a silver lining for inflation concerns. Additionally, he explores the potential for interest rate cuts by major central banks in response to changing inflation expectations, and what this means for investors globally.

Join David Hollander, also known as The Sandman, in this episode of Protect Your Assets as he breaks down what you need to know about your 401(k). With years of experience in tax, legal, and financial planning, David discusses the importance of being aware of fees, making informed investment choices in fluctuating markets, and managing the stress that comes with 401(k) decisions. Learn about the potential for hidden fees in your plan and how to investigate them, the reality of market volatility, and options for better managing your retirement savings. If you have questions about your 401(k) or want to get a clearer picture of how to handle your retirement planning, this episode offers a straightforward look at what you can consider doing.

Dive into the latest financial market updates where The Sandman highlights the S&P 500’s new record, movements in the Dow, Nasdaq, oil, and gold prices. This market segment zeroes in on critical market indicators, the VIX and SKEW indexes, explaining their importance in forecasting market trends and assessing investor sentiment. The Sandman also unravels the implications of these indicators for managing investment risk and strategizing in the current economic climate.

In this episode, David Hollander, also known as The Sandman, takes us through the complexities of managing taxes with the deadline of April 15th looming. With the national debt hitting $34 trillion, it’s more important than ever to be informed about how taxes impact retirement planning. David, with his 30 years of experience, discusses 10 strategies for potentially reducing your tax burden if you’re nearing or in retirement. Whether you’re curious about how to better prepare your taxes or interested in exploring ways to be more tax-efficient, this episode offers insights and considerations. From debunking common myths about Social Security and taxes to providing a closer look at the implications of the national debt on future taxation, tune in for a thoughtful exploration of tax planning for retirees.

This market segment explores the phenomenon of “platinum-locks,” a new market high surpassing the traditional “Goldilocks” phase. Amidst the Dow Jones and S&P 500 reaching historic levels, David Hollander, also known as The Sandman, navigates the fine line between embracing market optimism and acknowledging the inevitable risks. He reviews recent market performances, including the impact of Nvidia’s earnings surprise, and dissects investor sentiment through various indicators. With a balanced view on the bullish and bearish arguments surrounding current valuations, The Sandman emphasizes the importance of cautious investment strategies.

In this episode of Protect Your Assets, host David Hollander unpacks the complexities of fixed indexed annuities amidst a soaring stock market. As the S&P 500 reaches unprecedented highs, listeners are eager to participate in the gains without risking their entire investment. David addresses the mixed sentiments surrounding annuities, often seen as a financial enigma, by separating myths from facts. He introduces five strategic ways to invest in the market, with a special focus on fixed indexed annuities as a tool for protecting against loss while still capturing potential upsides.

In this market segment, The Sandman tackles how inflation continues to affect the markets, touching on the Dow Jones dropping slightly and the Nasdaq’s bigger fall. He dives into why the stock market went down last week, driven by higher-than-expected inflation rates. Additionally, The Sandman looks at shifts in the stock market, with more than just big tech companies seeing gains, and touches on how things like geopolitical tensions are impacting oil prices and what’s happening with gold. The segment wraps up with thoughts on the 10-year Treasury yield and what it could mean for the future.

In an era of potentially increasing taxes, Protect Your Assets with David Hollander offers insights into creating tax-free income in retirement and guides listeners through the complexities of the tax landscape, particularly as the favorable rates introduced by the 2018 tax cuts are set to expire in 2025. This episode focuses on actionable strategies to help your retirement income remain unaffected by future tax hikes. Whether it’s through savvy investment in municipal bonds, understanding capital gains, or exploring insurance policies as a retirement plan, The Sandman covers it all.

Dive into this week’s market segment where David Hollander explores the subtle yet significant shifts in major indices and bond rates. With the Dow and S&P climbing, the Nasdaq not far behind, and oil prices taking a dip, he dissects what these numbers signify for investors and the broader economy. He’ll unravel the Fed’s latest stance on interest rates and how it’s influencing market dynamics. Plus, get The Sandman’s take on the latest job numbers and their inflationary implications, the ISM Manufacturing Index’s surprising uptick, and what is underlying in the NYCB’s earnings report. Join Protect Your Assets as we connect the dots between economic indicators, Federal Reserve policies, and the investment landscape.