There are many tax ramifications when you sell stock.. When should you be looking to take chips off the table? Find out how to be tax efficient when its time to sell stocks in this week’s “They Say” segment.

 

There are many tax ramifications when you sell stock.. When should you be looking to take chips off the table? Find out how to be tax efficient when its time to sell stocks in this week&rsquo;s &ldquo;They Say&rdquo; segment.
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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

KSFO Podcast

Protect Your Assets with Liberty Group's David Hollander.

Don't Let the Tax Tail Wag the Investment Dog

Are you ready for retirement beyond the financial side of the equation? In this episode of Protect Your Assets, David Hollander, The Sandman, explores how preparing for retirement can include testing out potential destinations, new routines, hobbies, travel, and other lifestyle changes before leaving the workforce. 

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/  

Are you ready for retirement beyond the financial side of the equation? In this episode of&nbsp;Protect Your Assets, David Hollander, The Sandman, explores how preparing for retirement can include testing out potential destinations, new routines, hobbies, travel, and other lifestyle changes before leaving the workforce.&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;

Preparing for Retirement? Test Drive It Before You Retire

https://api.omny.fm/orgs/a7b0bd27-d748-4fbe-ab3b-a6fa0049bcf6/clips/63abc31f-0153-4ff6-933e-b4b8002bbb9a/transcript

What are Trump Accounts, and how could they fit into your family’s financial plan? In this episode of Protect Your Assets, David Hollander breaks down what parents, grandparents, and business owners should know about these new savings accounts for children. 

Learn how Trump Accounts work, including the $1,000 federal contribution for eligible children, contribution limits, investment options, tax considerations, and what happens when the child turns 18. David also compares Trump Accounts vs. 529 plans, examines the “millionaire” claims, and explains how these accounts may fit into a broader generational wealth strategy. 

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/  

What are Trump Accounts, and how could they fit into your family&rsquo;s financial plan? In this episode of&nbsp;Protect Your Assets, David Hollander breaks down what parents, grandparents, and business owners should know about these new savings accounts for children.&nbsp;
Learn how Trump Accounts work, including the $1,000 federal contribution for eligible children, contribution limits, investment options, tax considerations, and what happens when the child turns 18. David also compares Trump Accounts vs. 529 plans, examines the &ldquo;millionaire&rdquo; claims, and explains how these accounts may fit into a broader generational wealth strategy.&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;

Trump Accounts Explained: What Parents and Grandparents Need to Know

https://api.omny.fm/orgs/a7b0bd27-d748-4fbe-ab3b-a6fa0049bcf6/clips/2590bfb7-7b51-4ed6-b7c7-b4b001681316/transcript

Is your 401(k) ready for retirement? David Hollander explains what to review as retirement gets closer, including fees, investment risk, taxes, income planning, and the investment options available within your plan. He also discusses how outside guidance may help you make more informed decisions about your 401(k) and prepare it for the transition from saving to generating retirement income. 

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/  

Is your 401(k) ready for retirement? David Hollander explains what to review as retirement gets closer, including fees, investment risk, taxes, income planning, and the investment options available within your plan. He also discusses how outside guidance may help you make more informed decisions about your 401(k) and prepare it for the transition from saving to generating retirement income.&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;

401(k) Retirement Planning: Is It Time for a Reset?

https://api.omny.fm/orgs/a7b0bd27-d748-4fbe-ab3b-a6fa0049bcf6/clips/70ba43b1-aea5-4acb-a90f-b4a20181e6c5/transcript

Don't Let the Tax Tail Wag the Investment Dog

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