Protect Your Assets

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 & Liber…

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Post-Election Stock Market Sell-Off and the Anthropic & OpenAI IPOs
Stocks tumbled following the 2026 midterm elections, with technology shares leading the decline. What drove the market sell-off, and what could it mean for investors? In this week's Protect Your Assets Market Briefing, David Hollander, The Sandman, breaks down the latest stock market performance,…
07:59
The Votes Are In: What Happens to Your Money After the 2026 Midterm Elections?
The votes are in, but what happens to your money now? Following the 2026 midterm elections, Wall Street experienced a sharp rally followed by a sell-off, raising questions about market volatility and retirement planning. In this episode of Protect Your Assets, David Hollander, The Sandman, explor…
25:46
Tech Stocks Slide: What's Driving Market Volatility?
Technology stocks faced renewed selling pressure this week as investors questioned whether massive spending on artificial intelligence will translate into stronger earnings. In this Protect Your Assets Market Briefing, David Hollander, The Sandman, breaks down the latest stock market volatility, in…
05:20
Annuity Horror Stories: What's Hiding in the Fine Print?
Annuities can provide certain retirement benefits, but what happens when the fine print reveals fees, withdrawal restrictions, or guarantees that don't work the way you expected? In this Halloween episode of Protect Your Assets, David Hollander, The Sandman, shares three hypothetical annuity horror…
27:14
Stock Market Volatility, Oil Prices & Bitcoin News
In this week's Protect Your Assets Market Briefing, David Hollander, The Sandman, reviews the latest stock market volatility, Treasury yields, and oil prices. He also shares his monthly Bitcoin and cryptocurrency update, covering growing institutional adoption, blockchain developments, crypto ETFs,…
06:01
You're Making Great Money. So, Why Aren't You Building Wealth?
You make a great living, own a home, and have money invested. So why does it still feel like you can't afford to slow down? In this episode of Protect Your Assets, David Hollander, The Sandman, explains why a high income doesn't always mean you're building wealth that gives you more choices. He d…
39:05
Roth Conversions in 2026: When Do They Make Sense?
Is a Roth conversion the right move for you in 2026? Converting money from a traditional IRA or 401(k) to a Roth IRA could help reduce taxes later, but it can also create a larger tax bill today and potentially increase your Medicare premiums. In this episode of Protect Your Assets, David Holland…
27:32
Sequence of Returns Risk: Could It Derail Your Retirement?
You could earn the same average return as another investor and still have a very different retirement outcome. Why? The timing of market gains and losses can matter significantly once you start withdrawing from your savings. In this episode of Protect Your Assets, David Hollander explains sequenc…
31:04
Mid-Year Retirement Checkup: Are You Still on Track?
A strong market can make it easy to assume your retirement plan is on track, but it can also cause your portfolio to drift without you realizing it. In this episode of Protect Your Assets, David Hollander, The Sandman, walks through a mid-year retirement checkup and explains why now may be a good t…
37:58
Preparing for Retirement? Test Drive It Before You Retire
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 leavi…
35:10