



What You need to Know About Roth Conversions
In this episode, Steve Shyman from WilSave Financial discusses essential retirement planning strategies. These strategies include the four percent rule, Roth conversions, and managing cash reserves, to help listeners secure their financial future amidst economic uncertainty. If you have any quest…

Fixed Index Annuity vs Bonds, Which is better for the Portfolio?
In this episode, Steve Shyman discusses strategies for retirement planning, including the benefits of fixed index annuities over bonds, managing early retirement, and how to protect your assets in uncertain economic times. If you have any questions about retirement planning call Wilsave Financial …

Should I Delay Social Security or Take it Now
In this episode, Steve Shyman from WilSave Financial discusses market updates, retirement planning strategies, and how to navigate Social Security rules. Learn how to protect your assets and ensure a secure retirement with practical advice and real-life scenarios. If you have any questions about r…

Creating Financial Sanity in an Uncertain World and Client Circle Guest Phyllis & Walter
In this episode, Steve Shyman from WilSave Financial discusses how to navigate uncertain economic times, the importance of guaranteed retirement strategies, and the benefits of safe investment options like annuities and IULs. Learn how to protect your assets and plan confidently for the future. Cli…

The World is Uncertain, But You Don't have to be, and Client Circle Guest Mary
In this episode, Steve Shyman discusses current economic signals, the importance of strategic planning for retirement, and how to safeguard your assets amidst global uncertainties. Steve explores practical steps for listeners to secure their financial future and Client Circle guest Mary. If you …

Should I Work Part-time in Retirement? And Client Circle Guest Victor
In this episode, Steve Shyman from WilSave Financial discusses current economic trends, retirement planning strategies, and how to protect your assets in uncertain times. Listeners will learn about market risks, the importance of a solid retirement plan, and available strategies to secure their fin…

Global Economy, Inherited IRA's, Arthur Brooks, with Client Circle Guest Katy
In this episode, Steve Shyman discusses current market conditions, the importance of safe money strategies, inherited IRA planning, and how kindness can impact happiness. They provide practical advice for retirees and those planning for retirement to protect their assets and secure their future. I…

Feeling uncertain about your financial future? You're not alone.
On this week's episode of Protecting Your Assets with Steve Shyman: In today’s uncertain economic climate, many individuals are grappling with the best strategies for retirement planning. With market fluctuations, inflationary pressures, and geopolitical risks, having a solid financial plan has ne…

Economy, Fraud, & Taxes plus Client Circle Guest Pete
In this episode, Steve Shyman discusses the current economic climate, retirement planning strategies, and how to protect yourself from scams, especially with the rise of AI-driven fraud. He shares practical advice and real-life scenarios to help listeners prepare for a secure future. Steve will als…

Retirement on Autopilot? With Client Circle Guest Barry
In this episode, Steve Shyman from WilSave Financial shares insights on retirement planning, including the importance of personalized strategies, avoiding common pitfalls like target date funds, and the value of a paycheck dress rehearsal. Discover practical tips to secure your financial future and…