Considering retirement in the near future, or already there? In this episode, David Hollander shares highlights from Liberty Group’s 34-point Retirement Checklist Challenge. The list covers questions about income planning, inflation, Social Security, real estate, and more, designed to help you think through the complexities of retirement. This episode offers a chance to evaluate where you stand and what steps may be worth considering next. 

You can send your questions to questions@pyaradio.com for a chance to be answered on air.  

Catch up on past episodes: http://pyaradio.com    
Liberty Group website: https://libertygroupllc.com/   
Attend an event: www.pyaevents.com  

Schedule a complimentary 15-minute consultation: https://calendly.com/libertygroupllc/scheduleacall/  

Considering retirement in the near future, or already there? In this episode, David Hollander shares highlights from Liberty Group&rsquo;s 34-point Retirement Checklist Challenge. The list covers questions about income planning, inflation, Social Security, real estate, and more, designed to help you think through the complexities of retirement. This episode offers a chance to evaluate where you stand and what steps may be worth considering next.&nbsp;
You can send your questions to <a href="mailto:questions@pyaradio.com">questions@pyaradio.com</a> for a chance to be answered on air.&nbsp;&nbsp;
Catch up on past episodes: <a href="http://pyaradio.com">http://pyaradio.com</a> &nbsp;&nbsp;&nbsp; Liberty Group website: <a href="https://libertygroupllc.com/">https://libertygroupllc.com/</a> &nbsp;&nbsp; Attend an event: <a href="http://www.pyaevents.com/">www.pyaevents.com</a>&nbsp;&nbsp;
Schedule a complimentary 15-minute consultation: <a href="https://calendly.com/libertygroupllc/scheduleacall/">https://calendly.com/libertygroupllc/scheduleacall/</a> &nbsp;

David Hollander, The Sandman℠, helps his listeners sleep well at night because they know their assets are protected. Financial and investment services offered through Liberty Wealth Management & Liberty Group LLC.

David Hollander, The Sandman℠, helps his listeners sleep well at night because they know their assets are protected. Financial and investment services offered through Liberty Wealth Management &amp; Liberty Group LLC.

Protect Your Assets

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Protect Your Assets with Liberty Group's David Hollander.

Are You Really Ready to Retire? Take the 34-Point Checklist Challenge

In this episode of Protect Your Assets, David Hollander discusses key considerations around business exit planning for owners who may be thinking about selling a privately held company. He explores why preparing in advance can matter, from understanding what a business may be worth to organizing financials, preparing for due diligence, and evaluating potential tax implications. 

David also explains why business exit planning is about more than the sale itself. Owners may need to think carefully about what comes after the transaction, including how sale proceeds fit into long-term income planning, lifestyle goals, and the next chapter of life. 

You can send your questions to questions@pyaradio.com for a chance to be answered on air.  

Catch up on past episodes: http://pyaradio.com    
Liberty Group website: https://libertygroupllc.com/   
Attend an event: www.pyaevents.com  

Schedule a complimentary 15-minute consultation: https://calendly.com/libertygroupllc/scheduleacall/  

In this episode of&nbsp;Protect Your Assets, David Hollander discusses key considerations around business exit planning for owners who may be thinking about selling a privately held company. He explores why preparing in advance can matter, from understanding what a business may be worth to organizing financials,&nbsp;preparing for&nbsp;due diligence, and evaluating potential tax implications.&nbsp;
David also explains why business exit planning is about more than the sale itself. Owners may need to think carefully about what comes after the transaction, including how sale proceeds fit into long-term income planning, lifestyle goals, and the next chapter of life.&nbsp;
You can send your questions to&nbsp;<a href="mailto:questions@pyaradio.com">questions@pyaradio.com</a>&nbsp;for a chance to be answered on air.&nbsp;&nbsp;
Catch up on past episodes:&nbsp;<a href="http://pyaradio.com">http://pyaradio.com</a>&nbsp; &nbsp; Liberty Group website: <a href="https://libertygroupllc.com/">https://libertygroupllc.com/</a>&nbsp; &nbsp; Attend an event:&nbsp;<a href="http://www.pyaevents.com/">www.pyaevents.com</a>&nbsp;&nbsp;
Schedule a complimentary 15-minute consultation:&nbsp;<a href="https://calendly.com/libertygroupllc/scheduleacall/">https://calendly.com/libertygroupllc/scheduleacall/</a>&nbsp;&nbsp;

Business Exit Planning: What Business Owners Should Know Before Selling

https://api.omny.fm/orgs/a7b0bd27-d748-4fbe-ab3b-a6fa0049bcf6/clips/13eda862-bb09-4c88-ab15-b416016a9a06/transcript

In this episode of Protect Your Assets, David Hollander reviews the role of the 4% rule in retirement planning and shares why it may not be appropriate for every investor or retirement situation. He covers several factors that can affect withdrawal strategies, including changing market conditions, inflation, taxes, and longer life expectancy. This episode offers an educational look at why retirement income planning often benefits from a strategy tailored to individual goals, resources, and risk considerations. 

You can send your questions to questions@pyaradio.com for a chance to be answered on air.  

Catch up on past episodes: http://pyaradio.com    
Liberty Group website: https://libertygroupllc.com/   
Attend an event: www.pyaevents.com  

Schedule a complimentary 15-minute consultation: https://calendly.com/libertygroupllc/scheduleacall/  

In this episode of Protect Your Assets, David Hollander reviews the role of the 4% rule in retirement planning and shares why it may not be appropriate for every investor or retirement situation. He covers several factors that can affect withdrawal strategies, including changing market conditions, inflation, taxes, and longer life expectancy. This episode offers an educational look at why retirement income planning often benefits from a strategy tailored to individual goals, resources, and risk considerations.&nbsp;
You can send your questions to&nbsp;<a href="mailto:questions@pyaradio.com">questions@pyaradio.com</a>&nbsp;for a chance to be answered on air.&nbsp;&nbsp;
Catch up on past episodes:&nbsp;<a href="http://pyaradio.com">http://pyaradio.com</a> &nbsp;&nbsp;&nbsp; Liberty Group website:&nbsp;<a href="https://libertygroupllc.com/">https://libertygroupllc.com/</a> &nbsp;&nbsp; Attend an event:&nbsp;<a href="http://www.pyaevents.com/">www.pyaevents.com</a>&nbsp;&nbsp;
Schedule a complimentary 15-minute consultation:&nbsp;<a href="https://calendly.com/libertygroupllc/scheduleacall/">https://calendly.com/libertygroupllc/scheduleacall/</a>&nbsp;&nbsp;

The 4% Rule in Retirement: Why It May Deserve a Second Look 

https://api.omny.fm/orgs/a7b0bd27-d748-4fbe-ab3b-a6fa0049bcf6/clips/81bef465-e9d3-48c2-82cb-b410011f1c36/transcript

In this episode of Protect Your Assets, David Hollander sits down with reverse mortgage specialist Chris Freck to discuss how reverse mortgages work and how they may allow homeowners to access equity while continuing to live in their home. They cover eligibility requirements, how loan amounts are determined, and the differences between fixed and adjustable reverse mortgage options. 

David and Chris also walk through real-life examples to explain how reverse mortgages are sometimes used to supplement retirement income, create a line of credit, or provide additional flexibility later in life. 

You can send your questions to questions@pyaradio.com for a chance to be answered on air.  

Catch up on past episodes: http://pyaradio.com    
Liberty Group website: https://libertygroupllc.com/   
Attend an event: www.pyaevents.com  

Schedule a complimentary 15-minute consultation: https://calendly.com/libertygroupllc/scheduleacall/  

In this episode of&nbsp;Protect Your Assets, David Hollander sits down with reverse mortgage specialist Chris Freck to discuss how reverse mortgages work and how they may allow homeowners to access equity while continuing to live in their home. They cover eligibility requirements, how loan amounts are&nbsp;determined, and the differences between fixed and adjustable reverse mortgage options.&nbsp;
David and Chris also walk through real-life examples to explain how reverse mortgages are sometimes used to supplement retirement income, create a line of credit, or provide&nbsp;additional&nbsp;flexibility later in life.&nbsp;
You can send your questions to&nbsp;<a href="mailto:questions@pyaradio.com">questions@pyaradio.com</a>&nbsp;for a chance to be answered on air.&nbsp;&nbsp;
Catch up on past episodes:&nbsp;<a href="http://pyaradio.com">http://pyaradio.com</a> &nbsp;&nbsp;&nbsp; Liberty Group website:&nbsp;<a href="https://libertygroupllc.com/">https://libertygroupllc.com/</a> &nbsp;&nbsp; Attend an event:&nbsp;<a href="http://www.pyaevents.com/">www.pyaevents.com</a>&nbsp;&nbsp;
Schedule a complimentary 15-minute consultation:&nbsp;<a href="https://calendly.com/libertygroupllc/scheduleacall/">https://calendly.com/libertygroupllc/scheduleacall/</a> &nbsp;

Reverse Mortgages Explained with Chris Freck

https://api.omny.fm/orgs/a7b0bd27-d748-4fbe-ab3b-a6fa0049bcf6/clips/4b78d147-cb8b-437f-8b6c-b40901445504/transcript

Are You Really Ready to Retire? Take the 34-Point Checklist Challenge

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Protect Your Assets

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