

Market Indicators Flashing Red, Are You Paying Attention?
In this episode of Protecting Your Assets, Steve Shyman discusses the importance of proactive retirement planning in light of current market conditions and cultural shifts in retirement. He emphasizes the need for customized financial strategies to address longevity, healthcare costs, and tax impli…

Retirement Moves to Make without Fear of Loss
In this episode, Steve Shyman delves into the emotional and psychological aspects of retirement planning. Steve discusses the fears that retirees face, including financial anxiety, the fear of spending, and the emotional impacts of financial decisions. The conversation emphasizes the importance of …

Are You on Track for Your Retirement?
In this episode of Protecting Your Assets, host Steve Shyman discusses the evolving landscape of retirement planning, emphasizing the importance of adapting to new realities such as longer life expectancies, inflation, and technological advancements. He explores the implications of the Tax Cuts and…

Retirement Tips The wealthy Follow Plus Special Guest Mark of Vito's Vault
In this episode of Protecting Your Assets, host Steven Shyman discusses the importance of early retirement planning, the habits of wealthy individuals, and the significance of maximizing tax-advantaged accounts. He emphasizes the need for wise investing strategies to protect against inflation and m…

What to Know About Retirement taxes 2026 with Client Circle Guest Pete
In this episode, Steve Shyman discusses the recent passing of Bob Weir from the band The Grateful Dead and transitions into the importance of early saving for retirement. The conversation covers various tax strategies, especially in light of the Tax Cut and Jobs Act extension, and emphasizes the si…

Achieving Financial Independence, and Client Circle Guest Joyce
In this episode of 'Protecting Your Assets', Steve Shyman discusses the importance of financial independence amidst growing uncertainty. He emphasizes that true financial independence is not just about having a large bank balance, but rather having sufficient resources to cover living expenses with…

Estate Planning with Special Guest Jim Meason
In this episode of 'Protecting Your Assets', host Steve Shyman and estate planning attorney Jim Meason discuss the critical importance of estate planning, including the role of trusts, the probate process, and the necessity of powers of attorney. They share real-life stories that illustrate the con…

Mastering Retirement Planning
In this episode of 'Protecting Your Assets', Steve Shyman discusses essential strategies for retirement planning, emphasizing the importance of starting early, avoiding common financial mistakes, and preparing for unexpected expenses. The conversation covers various topics including income planning…

Essential Year-End Tax Strategies for Retirees, and Client Circle Guest Char
In this conversation, host Steve Shyman discusses essential strategies for retirement planning, focusing on year-end tax strategies that can significantly impact retirees and pre-retirees. The discussion emphasizes the importance of making timely financial moves to enhance retirement savings and re…

Retirement Challenges and Solutions, w/Client Circle Guest Jim & Robin
In this episode of Protecting Your Assets, Steve Shyman discusses the various challenges retirees face today, including inflation, rising healthcare costs, longevity risk, market volatility, and the uncertainty surrounding social security and pensions. He emphasizes the importance of having a well-…