5 Tricks Financial Advisors Are Using That Could Cost You Money
In this episode of Protect Your Assets, The Sandman celebrates Halloween by delving into five tricks—not treats—financial advisors use that could potentially lead unsuspecting investors down a costly path. From excessive fees to questionable investment advice, The Sandman breaks down these tricks and provides insight into how you can make more informed, confident financial decisions.
Market Segment: Navigating Market Volatility – The Impact of Treasury Yields and Global Events
In this market segment, The Sandman answers a listener’s question: Why are yields rising? Hear the three main reasons treasury yields are currently going up.
Ways to Help Protect Your Retirement Savings from Inflation
With Chairman Powell of the Federal Reserve and the International Monetary Fund (IMF) both signaling concerns over rising inflation, it’s imperative for investors, retirees, and those nearing retirement to pay attention. But how can you protect your savings in such volatile times? Join The Sandman as he unpacks strategies to help you shield your savings from the effects of inflation.
Interviews with BAWAR and Wellahead.co
In this episode of Protect Your Assets, The Sandman interviews two special guests: Leah Kimble-Price, Executive Director at Bay Area Women Against Rape (BAWAR) and Jason van den Brand, Co-Founder and CEO of Wellahead.co.
Founded in 1971 in Oakland as the first rape crisis center in the country, BAWAR, serves anyone affected by sexual violence, offering trauma-informed, culturally appropriate support and community education.
Wellahead.co is an unbiased platform dedicated to locating and evaluating solutions for individuals seeking financial support for their ongoing in-home healthcare requirements.
Market Segment: Why Are Yields Rising?
In this market segment, The Sandman answers a listener’s question: Why are yields rising? Hear the three main reasons treasury yields are currently going up.
New Rules Can Cause Big Tax Bills on Inherited Retirement Plans
Have you heard about the recent laws that could impact the taxes that you’re going to pay on your inherited IRA or 401(k)? Under new rules and recent interpretations of those rules by the IRS, when you inherit a retirement account, you could be facing one of the highest tax bills you have ever seen. Learn more in this episode of Protect Your Assets with David Hollander.
Market Segment: Market Volatility & the Government Shutdown Impact
In this market segment, The Sandman takes a look at the current market volatility and the impact the potential government shutdown could have on the economy. In addition, the VIX and the commodities market are discussed.
Do You Need Life Insurance in Retirement?
Do you need life insurance in retirement? In this episode of Protect Your Assets, The Sandman talks about life insurance from a legacy, tax, and estate planning perspective, discusses the different life insurance policies you may consider, and gives advice on how to create tax-free income for the rest of your life.
Market Segment: The Fed’s Hawkish Stance
In this market segment, The Sandman discusses Fed’s hawkish stance and how it’s signaling longer rate hikes in the future, the current labor strikes, and the impending government shutdown on October 1st.
Why Aren’t You Retired Yet?
Are you still working but feeling tugged in the direction of retirement? Are you hesitating to take the steps you need to take to retire but don’t know why? In this episode of Protect Your Assets, The Sandman will walk you through how you may be able to retire on your own terms sooner than you might have thought possible.