Protecting Your Assets with Steve Shyman
Protecting Your Assets with Steve Shyman
Playlist by Protecting Your Assets with Steve ShymanOn Protecting Your Assets with Steve Shyman, Chicago's retirement, income and wealth coach helps thousands of people plan for a better financial life. Steve helps his clients avoid financial industry …203 clip(s) in playlist
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…
51:56
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…
51:16
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…
51:32
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-…
51:55
Economic News You Can Use, With Client Circle Guests Ron & Irena
On this 200th episode of Protecting Your Assets, host Steve Shyman discusses the latest economic news and how that could impact retirement planning. Trading economics and the United States debt balance on auto loans is stop number one. Followed by a discussion on the impact of massive credit card d…
52:14
Uncertain Economy Needs Certainty in Planning, plus Client Circle Guest Dan & Natalie
In this conversation, Steve Shyman discusses financial journalist Andrew Ross Sorkin latest article on the parallels between today's Wall Street and the market of 1929, highlighting the potential risks of an impending economic crash. We also chat up the role of AI and technology in the current econ…
52:19
Will Your Retirement Go the Distance?
In this conversation, Steve Shyman discusses the evolving landscape of retirement planning, emphasizing the need for updated strategies in light of changing economic conditions, inflation, and the potential cuts to Social Security. He critiques the outdated 4% withdrawal rule and highlights the imp…
52:10
Annuities, Taxes, and Your Retirement
In this conversation, Steve Shyman discusses the importance of reviewing annuities in light of changing interest rates and the evolution of annuity products. He emphasizes the need for clarity, control, and confidence in retirement planning, particularly regarding hidden fees in variable annuities …
51:39
Will You be Able to Retire Happily? And Client Circle Guest Sandy
In this episode of Protecting Your Assets, Steve Shyman and Morgan Patrick discuss the critical aspects of retirement planning, including common myths, healthcare costs, tax strategies, and the importance of early savings. They emphasize the need for a comprehensive plan that includes estate planni…
52:08
Understanding The "Buffet" Indicator
In this episode of Protecting Your Assets, Steve Shyman discusses various aspects of retirement planning, including the implications of paying off a mortgage, understanding retirement income needs, the downsizing dilemma, the importance of savings, and the impact of inflation on retirement income. …
52:24