In this episode of Protect Your Assets, David Hollander examines the 4% rule—a popular approach for retirement withdrawals that’s been widely used for years. With today’s changing market conditions, he explores why relying solely on this rule may present risks for some retirees. David discusses how shifts in interest rates, inflation, and market volatility could impact this strategy and shares considerations to help you evaluate your retirement plan. Whether you’re approaching retirement or already there, tune in for insights into building a retirement income plan that aligns with today’s financial landscape.

With healthcare costs on the rise, managing Medicare choices has become increasingly important. In this episode of Protect Your Assets, David Hollander, also known as The Sandman, explores Medicare changes and considerations for 2025. Whether you’re approaching Medicare age or already enrolled, join us to understand how different plans and coverage options might impact your healthcare expenses. From Medicare Advantage plans to income-based premiums, this episode offers valuable insights into navigating Medicare decisions. Tune in to get a clearer view of what’s ahead and how you might adjust your plan to suit your needs.

In this Halloween-themed episode of Protect Your Assets, David Hollander—aka The Sandman—pulls back the curtain on some of the spookiest financial tricks lurking in today’s market. Beware of “zombie” stocks, haunting tax traps, and the chillingly common pump-and-dump schemes that could leave your portfolio looking like a ghost town! David shares tales of real-life financial frights and offers tips to help you keep your money safe from the ghastly pitfalls that might be hiding around the corner. Listen in…if you dare…to get insights that might just keep your financial nightmares at bay.

Are you thinking about moving on to a new job or considering retirement? Don’t rush into this big decision without understanding what happens to your benefits. In this episode of Protect Your Assets, David Hollander covers everything you need to know before making the leap. From understanding your 401(k) and health savings account to managing unused PTO and deciphering vesting schedules, this episode will guide you through the steps to help protect your hard-earned benefits.

In this episode of Protect Your Assets, David Hollander discusses key aspects of retirement planning as a couple prepares to retire in 2025. From questions about liability and income to concerns about underinsurance, David highlights some of the challenges they faced while reviewing their financial plan. This episode offers insights into the kinds of issues people may encounter when planning for retirement and the potential impact of market changes. Listen to gain a better understanding of how to approach your own retirement strategy.

In this week’s Protect Your Assets podcast, David Hollander explores important actions to evaluate as you approach retirement. With markets at an all-time high and potential volatility ahead due to the upcoming election, now may be a good time to review your portfolio. David discusses common challenges retirees face, including how market drops can impact retirement timelines. He also provides insights into tax-efficient strategies and how to assess your 401(k), real estate, or stock positions. Tune in to hear key considerations for managing your retirement savings effectively.