In the return of our annual bootcamp series, learn how to get your financial act together for the start of a new year. What can you do to fine-tune your retirement plan? What traps should you avoid? Find all the answers in this week’s episode of Protect Your Assets.

Financial Scams 2026: The Latest AI-Driven Fraud and How to Avoid It
38:17

Business Exit Planning: What Business Owners Should Know Before Selling
38:50

The 4% Rule in Retirement: Why It May Deserve a Second Look
31:00