Protect Your Assets
Protect Your Assets
Playlist by Protect Your AssetsDavid 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 & Liber…Follow the podcast:
588 clip(s) in playlist
Innovation, Jobs, and the California Economy: An Interview with Ethan Agarwal
In this special episode of Protect Your Assets, David Hollander sits down with Ethan Agarwal, a technology entrepreneur and candidate for California governor in 2026, for a policy-focused conversation on the state’s economic future. They discuss what it could take to keep innovation and investment …
43:45
Retiring Next Year? What to Do Before You Quit Your Job
If you’re retiring next year, the details you handle before you give notice can make a meaningful difference. In this episode of Protect Your Assets, The Sandman walks through what to review before you leave work, including 401(k) matching and vesting schedules (cliff vs. graded), what happens to…
31:32
5 Costly TSP Mistakes Federal Employees Make (and How to Avoid Them)
If you’re a federal employee or member of the armed forces, your thrift savings plan (TSP) can be a powerful retirement tool, yet small missteps can lead to missed matching dollars, unnecessary risk, or reduced future income. In this episode of Protect Your Assets, David Hollander breaks down the m…
37:42
Year-End Tax Planning Strategies 2025: Smart Money Moves Before the Deadline
In this episode of Protect Your Assets, David Hollander breaks down practical year-end tax planning strategies for 2025 in light of the new Big, Beautiful Bill and today’s market volatility. Learn how to use tools like 401(k) contributions, backdoor Roth IRAs, HSAs, capital gains harvesting, and po…
41:27
Crypto Nightmares: The Scariest Cryptocurrency Scams Lurking This Halloween
It’s a spooky season in the world of cryptocurrency. In this Halloween special of Protect Your Assets, David Hollander unmasks the scariest cryptocurrency scams haunting investors right now. From “pig-butchering” romance schemes to rug pulls, pump-and-dumps, and fake wallets, David exposes how thes…
41:07
Retirement Planning for Couples: Stop Money Fights and Build a Plan You Both Believe In
Money is one of the most common sources of tension in marriage, especially when retirement is around the corner. In this episode of Protect Your Assets, David Hollander shares the story of Jim and Francine, a couple weighing whether to remodel their kitchen or step into retirement. Hear how they …
39:02
The First 100 Days of Retirement: What Really Happens After You Stop Working
The first 100 days of retirement can feel a lot like bringing home a newborn—exciting, uncertain, and full of surprises. In this episode of Protect Your Assets, David Hollander explains why so many new retirees struggle during this transition and what you can do to prepare. From the loss of routin…
37:01
Long-Term Care Planning: Costs, Caregivers, and Veteran Benefits Explained
When your health fails, families often bear the emotional and financial cost. In this episode of Protect Your Assets, David Hollander dives into long-term care planning, from real-life caregiving challenges to understanding the true cost of in-home and facility care. Learn how to evaluate caregiver…
39:33
Pet Insurance Explained: Costs, Coverage, and When It’s Worth It
Is pet insurance worth the cost? In this episode of Protect Your Assets, David Hollander breaks down what pet insurance covers, how accident vs. accident-and-illness plans differ, and what to know about deductibles, reimbursement rates, and annual limits. He also highlights exclusions like dental c…
37:23
Estate Planning for Collector Cars: Trusts, Probate, and Tax Strategies
For many car lovers, a classic or collector car represents memories, passion, and pride. Yet few owners stop to think about what happens to these valuable vehicles when they’re no longer around. In this episode of Protect Your Assets, David Hollander shares how estate planning can help protect both…
39:23