While many car enthusiasts consider their valuable vehicle or car collection as among their most prized possessions, there are many things to consider when it comes to estate planning. In this episode of Protect Your Assets, learn tips about how to title the car and put it into a trust to protect it from probate, select the right executor or advisor for your beneficiaries to care for or sell the car, and tax-free ways your heirs could sell the car using a step up in basis.  

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/

While many car enthusiasts consider their valuable vehicle or car collection as among their most prized possessions, there are many things to consider when it comes to estate planning. In this episode of Protect Your Assets, learn tips about how to title the car and put it into a trust to protect it from probate, select the right executor or advisor for your beneficiaries to care for or sell the car, and tax-free ways your heirs could sell the car using a step up in basis.  
You can send your questions to <a href="mailto:questions@pyaradio.com">questions@pyaradio.com</a> for a chance to be answered on air.  
Catch up on past episodes: <a href="http://pyaradio.com/">http://pyaradio.com</a>    
Liberty Group website: <a href="https://libertygroupllc.com/">https://libertygroupllc.com/</a>   
Attend an event: <a href="http://www.pyaevents.com/">www.pyaevents.com</a>  
Schedule a complimentary 15-minute consultation: <a href="https://calendly.com/libertygroupllc/scheduleacall/">https://calendly.com/libertygroupllc/scheduleacall/</a>

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

KNBR is the THE Sports Leader and official radio home of the San Francisco Giants and San Francisco 49ers!

KNBR Podcast

Protect Your Assets with Liberty Group's David Hollander.

Estate Planning Tips for Car Collectors

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

The bond market is shifting, and understanding bonds is critical in today’s interest rate environment. 

In this episode, David Hollander discusses bond basics, including yield, duration, callable bonds, and the yield curve, while explaining how falling interest rates may impact income, portfolio stability, and retirement planning. 

If you’re holding cash, approaching retirement, or reviewing your fixed income strategy, this episode will help you better understand what’s happening and what to consider 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/

The bond market is shifting, and understanding bonds is critical in today&rsquo;s interest rate environment.&nbsp;
In this episode, David Hollander discusses bond basics, including yield, duration, callable bonds, and the yield curve, while explaining how falling interest rates may&nbsp;impact&nbsp;income, portfolio stability, and retirement planning.&nbsp;
If&nbsp;you&rsquo;re&nbsp;holding cash, approaching retirement, or reviewing your fixed income strategy, this episode will help you better understand&nbsp;what&rsquo;s&nbsp;happening and what to consider next.&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>

Bonds Explained: What Today’s Bond Market Means for Investors

https://api.omny.fm/orgs/a7b0bd27-d748-4fbe-ab3b-a6fa0049bcf6/clips/ad9be2a8-ab28-40b4-a1ed-b401016b5269/transcript

Estate Planning Tips for Car Collectors

Protect Your Assets

In 2 playlist(s)

Protect Your Assets

Social links

Follow podcast

Recent clips