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:
607 clip(s) in playlist
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
Trump Accounts Explained: What Parents and Grandparents Need to Know
What are Trump Accounts, and how could they fit into your family’s financial plan? In this episode of Protect Your Assets, David Hollander breaks down what parents, grandparents, and business owners should know about these new savings accounts for children. Learn how Trump Accounts work, includin…
33:34
401(k) Retirement Planning: Is It Time for a Reset?
Is your 401(k) ready for retirement? David Hollander explains what to review as retirement gets closer, including fees, investment risk, taxes, income planning, and the investment options available within your plan. He also discusses how outside guidance may help you make more informed decisions ab…
36:36
Can You Afford to Retire? Retirement Risks You Can't Ignore
Can you afford to retire? A recent Transamerica survey found that 62% of Americans worry they could work their entire lives and still not have enough money to retire. In this episode, David Hollander explores the biggest retirement risks facing today's retirees, including inflation, Social Security…
35:51
7 Common Retirement Myths (and the Facts Behind Them)
Many retirement decisions are influenced by assumptions that aren't always accurate. In this episode of Protect Your Assets, David Hollander, The Sandman, explores 7 common retirement myths and the facts behind them. Drawing on research from the Boston College Center for Retirement Research, he dis…
33:11
Financial Independence After 50: Your Retirement Checklist, Social Security & Healthcare Costs
What does financial independence really mean in retirement? In this episode of Protect Your Assets, David Hollander shares a practical retirement checklist to help you prepare for life after work. Learn how to evaluate whether you've saved enough, create retirement income, optimize your Social Secu…
32:21
Retirement Planning: When Should You Take Social Security, RMDs, and Retirement Income?
Every major retirement decision comes with one important question: When? In this episode of Protect Your Assets, David Hollander discusses the timing decisions that can have a lasting impact on your financial future, including when to claim Social Security, when required minimum distributions (RMDs…
34:13
Retirement Income Planning: Help Protect Your Savings When Markets Are Volatile
The stock market continues to reach new highs, but rising interest rates, geopolitical uncertainty, and increased volatility are causing many investors to question what comes next. In this episode of Protect Your Assets, David Hollander discusses retirement income planning strategies that may help …
35:39
Financial Scams 2026: The Latest AI-Driven Fraud and How to Avoid It
Financial scams in 2026 are more advanced than ever, with AI, deepfakes, and social engineering creating new risks for investors and families. In this episode of Protect Your Assets, David Hollander breaks down the most common financial scams 2026 has to offer, including deepfake impersonations, em…
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