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:
592 clip(s) in playlist
How to Choose a Financial Advisor: 5 Questions to Ask Before You Commit
Choosing a financial advisor is one of the most important decisions you’ll make as you approach retirement. But how do you know if you’re hiring the right person? In this Valentine’s Day special of Protect Your Assets, David Hollander, The Sandman, explains why hiring a financial advisor is a lot…
36:04
Annuities 101: How Different Annuities Work and What to Know Before Considering One
Annuities are often misunderstood, yet they continue to be part of many retirement planning conversations. In this episode of Protect Your Assets, David Hollander walks through annuities in clear, practical terms and explains how different types work. The discussion covers the differences between f…
35:31
2026 Tax Planning Boot Camp: Advanced Considerations for Retirement and Income Planning
The New Year’s resolution Financial Boot Camp continues with an advanced look at 2026 tax planning and how recent tax law changes may affect retirement and income decisions. In this episode of Protect Your Assets, David Hollander walks through updated tax rules and planning considerations involvi…
33:50
The 2026 Financial Boot Camp: Smarter Ways to Start the Year
A new year is the perfect time to reset your financial habits, and in this episode of Protect Your Assets, David Hollander kicks off 2026 with a financial boot camp. From simple budgeting rules that give every dollar a job to maximizing updated 401(k), Roth, and HSA contribution limits, this episod…
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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