David 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 & Liberty Group LLC.
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5 Long-Term Care Strategies for Seniors and Their Families
41:11
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In this episode of Protect Your Assets, host David Hollander dives into the pressing issue of long-term care and its financial impacts. With a personal story about his friend John's elderly mother facing unexpected health challenges, David highlights the struggles many face when sudden health issues arise, leading to long-term care needs. This epis…
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Market Segment: A Week of Highs and Lows in Financial Markets
4:24
4:24
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Delve into a tumultuous week for the financial markets, marked by significant fluctuations across major indices, in this Protect Your Assets market segment. The Dow Jones remained stagnant, while the S&P 500 and Nasdaq experienced sharp declines of 3% and 5.5% respectively. Host David Hollander discusses the underlying factors influencing these shi…
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Five Things to Consider if You’re Turning 65 This Year
32:39
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In this episode, David Hollander, aka The Sandman, dives into the crucial considerations for Americans reaching the retirement milestone of 65 in 2024, a record-setting year known as "Peak 65” or the “Silver Tsunami.” Highlighting the broad implications on Social Security, healthcare, and caregiving, David offers advice on legal status changes, Med…
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Market Segment: A Surging Week on Wall Street: Unpacking the Market Rally
8:09
8:09
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Dive into a standout week for the financial markets with The Sandman in this Protect Your Assets market segment. With the Dow, S&P 500, and Nasdaq all posting significant gains, and the S&P 500 hitting a notable milestone at 5234, The Sandman explores what's fueling this surge. Discover the impact of the latest FOMC meeting, where the Fed's decisio…
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Strategies for Business Owners: Exploring Tax-Free Retirement Income & More
45:32
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In this episode of Protect Your Assets, host David Hollander explores strategies for possibly creating tax-free retirement income for business owners. Joined by insurance professional Tracy Tamura and Bill Poate of Friedmans Appliance, they delve into the risks business owners face and how to help protect and enhance employee and personal financial…
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Market Segment: Market Tides: Navigating the Waves of Inflation and Volatility
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In this market segment, dive deep into the latest financial currents with David Hollander as he dissects an eventful week on Wall Street. Despite a stagnant Dow and a slight dip in Nasdaq, we saw gains in oil and signs of resilience in the bond market. Reflecting on the tumultuous aftermath of Silicon Valley Bank's collapse a year ago, The Sandman …
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The 401(k) Breakdown: Making Sense of Your Retirement Savings and Account Fees
36:24
36:24
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Join David Hollander, also known as The Sandman, in this episode of Protect Your Assets as he breaks down what you need to know about your 401(k). With years of experience in tax, legal, and financial planning, David discusses the importance of being aware of fees, making informed investment choices in fluctuating markets, and managing the stress t…
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Market Segment: Unpacking Labor Market Trends: Implications for Inflation and Stocks
9:18
9:18
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In this market segment, The Sandman delves into the latest financial trends as the labor market begins to show signs of slowing, impacting the stock market for another week. He observes mixed performances across major indexes with the Dow dipping, the S&P 500 slightly up, and the Nasdaq experiencing a decline. Despite these fluctuations, internatio…
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10 Tax Reduction Strategies for Confident Retirement Savers
43:08
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In this episode, David Hollander, also known as The Sandman, takes us through the complexities of managing taxes with the deadline of April 15th looming. With the national debt hitting $34 trillion, it's more important than ever to be informed about how taxes impact retirement planning. David, with his 30 years of experience, discusses 10 strategie…
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Market Segment: Understanding Market Peaks: Insights on VIX and SKEW Indexes
12:08
12:08
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Dive into the latest financial market updates where The Sandman highlights the S&P 500's new record, movements in the Dow, Nasdaq, oil, and gold prices. This market segment zeroes in on critical market indicators, the VIX and SKEW indexes, explaining their importance in forecasting market trends and assessing investor sentiment. The Sandman also un…
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Elevated Markets, Anchored Investments: The Role of Annuities
41:36
41:36
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In this episode of Protect Your Assets, host David Hollander unpacks the complexities of fixed indexed annuities amidst a soaring stock market. As the S&P 500 reaches unprecedented highs, listeners are eager to participate in the gains without risking their entire investment. David addresses the mixed sentiments surrounding annuities, often seen as…
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Market Segment: Platinum-Locks and the Soaring Market: Navigating Uncharted Highs
12:53
12:53
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This market segment explores the phenomenon of "platinum-locks," a new market high surpassing the traditional "Goldilocks" phase. Amidst the Dow Jones and S&P 500 reaching historic levels, David Hollander, also known as The Sandman, navigates the fine line between embracing market optimism and acknowledging the inevitable risks. He reviews recent m…
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Ways to Generate Tax-Free Income in Retirement
44:13
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In an era of potentially increasing taxes, 'Protect Your Assets' with David Hollander, also known as The Sandman, offers invaluable insights into creating tax-free income for retirement and guides listeners through the complexities of the tax landscape, particularly as the favorable rates introduced by the 2018 tax cuts are set to expire in 2025. T…
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Market Segment: Inflation, Stocks, and Economic Indicators
10:56
10:56
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In this market segment, The Sandman tackles how inflation continues to affect the markets, touching on the Dow Jones dropping slightly and the Nasdaq's bigger fall. He dives into why the stock market went down last week, driven by higher-than-expected inflation rates. Additionally, The Sandman looks at shifts in the stock market, with more than jus…
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Developing Investment Trends: Reshoring, AI, Real Estate, and Energy
42:05
42:05
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Welcome to the latest episode of Protect Your Assets with David Hollander. This week, we dive into a range of crucial financial topics, including developing trends in investments and capital allocation, the impact of AI on investment strategies, the intricacies of Prop 19, and much more. Stay tuned for insightful discussions and advice on navigatin…
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Market Segment: Deciphering Economic Signals & the Fed's Rate Strategy
12:26
12:26
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Dive into this week's market segment where David Hollander explores the subtle yet significant shifts in major indices and bond rates. With the Dow and S&P climbing, the Nasdaq not far behind, and oil prices taking a dip, he dissects what these numbers signify for investors and the broader economy. He'll unravel the Fed's latest stance on interest …
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Financial Bootcamp 2024: Unlocking Your Earned Government Benefits and Medicare Insights
37:33
37:33
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In the latest episode of Protect Your Assets, The Sandman concludes the financial Boot camp series with vital insights into government benefits you've been contributing to throughout your working life. He demystifies the recent changes in Medicare, including premium adjustments and eligibility criteria, to help you make informed decisions. The Sand…
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Market Segment: Understanding the S&P 500's Surge and Its Impact
9:13
9:13
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In this market segment, The Sandman discusses the implications of the Dow and S&P 500 reaching all-time highs and explores the hard versus soft landing scorecard, shedding light on key economic indicators like the ISM manufacturing PMI index and employment trends. Insights into consumer behavior and market impact are drawn from recent data from com…
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Financial Bootcamp 2024: Avoiding Some Key Financial Landmines in 2024
34:43
34:43
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In this third installment of the Protect Your Assets 2024 financial bootcamp series, we delve into some key investment and other financial landmines that await in the year ahead. As your drill sergeant, David Hollander guides you through the potential pitfalls in investment and tax planning, especially with the anticipated volatility and changing i…
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Market Segment: Understanding January 2024 Interest Rates, Indices, and Inflation
7:34
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In this market segment, David Hollander dissects the week's market activities, including movements in the Dow, S&P 500, and Nasdaq, while looking ahead to crucial economic reports. Gain insights into inflation trends, the Federal Reserve's rate decisions, and their implications for investors. Tune in for a detailed analysis and strategic recommenda…
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Financial Bootcamp 2024: Navigating New Tax Laws and Strategies for Your Financial Future
43:41
43:41
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Join The Sandman in another episode of the Protect Your Assets retirement bootcamp series, where he discusses the complexities of recent tax law changes in California and their impact on retirement planning. As we kick off the new year, the Sandman offers invaluable insights into the Secure Act 2.0, IRAs, Roths, 401(k)s, and 529 plans, providing li…
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Market Segment: Decoding Economic Indicators & Market Trends for January 2024
12:36
12:36
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In this market segment, The Sandman explores key economic indicators, including the latest CPI and PPI data, and their impact on financial markets. Delve into the dynamics of the Dow, S&P 500, Nasdaq, and global indexes, alongside unusual trends in car insurance and used car prices. He also analyzes the Federal Reserve's potential rate changes and …
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Financial Bootcamp 2024: The Basics of Saving for Retirement
39:07
39:07
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Welcome to the 2024 Protect Your Assets Financial Bootcamp! This empowering series dives deep into practical financial strategies and advice. In this episode, The Sandman tackles everything from retirement planning to efficient tax strategies, and even addresses listener questions. Whether you're planning to contribute more to your 401(k), wonderin…
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Market Segment: Reflecting on 2023 and Forecasting the 2024 Market
10:15
10:15
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In this market segment, The Sandman dives into the stock market's journey through 2023, examining key indices, the impact of portfolio management strategies like 'window dressing,' and the role of major players like Apple. Looking ahead to 2024, he discusses the Federal Reserve's interest rate decisions, the economy's health, and the labor market's…
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Market Segment: Inflation Trends, Job Reports, and the Surprising Impact of GLP-1 Drugs
10:46
10:46
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10:46
Join The Sandman for this Protect Your Assets market segment, where he explores key economic developments, focusing on recent trends in inflation, job reports, and stock market performance. A highlight of this market segment is the exploration of GLP-1 drugs, initially for diabetes, now impacting weight loss and their surprising effects on large ca…
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RMD Strategies Unveiled: Effective Tax Planning for Retirement Savings
40:12
40:12
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In this episode of the Protect Your Assets podcast, David Hollander discusses the complexities of required minimum distributions (RMDs) from retirement accounts like IRAs and 401(k)s. The episode covers crucial topics such as deferring RMDs, and effective aggregation methods for different accounts. David also explores the ABCs of RMDs, offering pra…
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Smart Money Moves: Tax-Saving Strategies Before Year-End
43:07
43:07
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In this episode of Protect Your Assets, David Hollander shares crucial tax insights as 2024 approaches. This episode is a must-listen for anyone looking to minimize their tax burden before the year concludes. David, with over 30 years’ experience in tax planning, estate law, and wealth management, provides actionable advice on a range of topics, in…
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Market Segment: Financial Forecast: Navigating Market Highs and Lows for 2024
13:53
13:53
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In this Protect Your Assets market segment, host David Hollander offers a comprehensive analysis of the financial markets as we approach 2024. Highlighting the remarkable performance of the Dow, S&P 500, Nasdaq, and international indices, David delves into what made November 2023 a month to remember, with some indices reaching their best returns in…
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7 Financial Questions to Ask Your Parents About Their End-of-Life Plans
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41:41
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In this insightful episode of Protect Your Assets, The Sandman discusses a topic that many find challenging yet essential: talking about finances and long-term care plans with independent parents. This episode will help equip you with the tools and strategies to initiate this dialogue with sensitivity and respect, ensuring you don't come across as …
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As we approach winter, the weather is getting colder. But is inflation cooling down with it? This past week, we saw positive trends in major stock indices. A key driver of the market was the October Consumer Price Index report, which showed a slight decrease in inflation. Learn more in this Protect Your Assets market segment. You can send your ques…
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What You Need to Know Before You Make Your Social Security Decisions
37:17
37:17
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Understanding Social Security can be complex, with its intricate rules, benefit calculations, and eligibility criteria. However, it is essential to grasp this system when making financial decisions, especially as it plays a crucial role in retirement planning. Learn about recent updates from the Social Security Administration as well as key things …
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Market Segment: Consumer Spending During the Holidays
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6:32
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Do decreased consumer savings rates indicate that consumer spending may be slowing for this holiday season? Learn more about this, and why you should be paying attention to market volatility, in this Protect Your Assets market segment. You can send your questions to questions@pyaradio.com for a chance to be answered on air. Catch up on past episode…
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Exit Strategies for Business Owners Ready to Sell Their Business
42:24
42:24
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Are you thinking about selling your small business? Not sure what steps you need to take? Join The Sandman in this episode of Protect Your Assets as he provides insights on the essential steps to take before engaging in the sale of your business, and outlines the critical knowledge needed to seal the deal with confidence. This isn’t just about sell…
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Market Segment: Analyzing a Positive Week on Wall Street
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Description: Stocks on Wall Street experienced a significant rally this past week due to positive economic data and Federal Reserve statements, which led to a decrease in interest rates and a boost in market indexes like the Dow, S&P 500, and Nasdaq. Learn more in this Protect Your Assets market segment. You can send your questions to questions@pya…
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5 Tricks Financial Advisors Are Using That Could Cost You Money
38:38
38:38
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In this episode of Protect Your Assets, The Sandman celebrates Halloween by delving into five tricks—not treats— financial advisors use that could potentially lead unsuspecting investors down a costly path. From excessive fees to questionable investment advice, The Sandman breaks down these tricks and provides insight into how you can make more inf…
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Market Segment: Will There Be Another Black Monday?
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In this market segment, The Sandman discusses whether he thinks we’re heading for another Black Monday and also gives advice on what he thinks investors should do in the current market. You can send your questions to questions@pyaradio.com for a chance to be answered on air. Catch up on past episodes: http://pyaradio.com Liberty Group website: http…
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Ways to Help Protect Your Retirement Savings from Inflation
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With Chairman Powell of the Federal Reserve and the International Monetary Fund (IMF) both signaling concerns over rising inflation, it's imperative for investors, retirees, and those nearing retirement to pay attention. But how can you protect your savings in such volatile times? Join The Sandman as he unpacks strategies to help you shield your sa…
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Market Segment: Navigating Market Volatility – The Impact of Treasury Yields and Global Events
10:51
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In this market segment, The Sandman discusses the effect of the rising 10-year Treasury yields and external influences, like Chairman Powell's comments, political events, and Middle East tensions, on the market. You can send your questions to questions@pyaradio.com for a chance to be answered on air. Catch up on past episodes: http://pyaradio.com L…
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In this episode of Protect Your Assets, The Sandman interviews two special guests: Leah Kimble-Price, Executive Director at Bay Area Women Against Rape (BAWAR) and Jason van den Brand, Co-Founder and CEO of Wellahead.co. Founded in 1971 in Oakland as the first rape crisis center in the country, BAWAR, serves anyone affected by sexual violence, offe…
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New Rules Can Cause Big Tax Bills on Inherited Retirement Plans
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Have you heard about the recent laws that could impact the taxes that you're going to pay on your IRA and your 401(k)? Under new rules and recent interpretations of those rules by the IRS, when you inherit a retirement account, you could be facing one of the highest tax bills you have ever seen. Learn more in this episode of Protect Your Assets wit…
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In this market segment, The Sandman answers a listener’s question: Why are yields rising? Hear the three main reasons treasury yields are currently going up. You can send your questions to questions@pyaradio.com for a chance to be answered on air. Catch up on past episodes: http://pyaradio.com Liberty Group website: https://libertygroupllc.com/ Att…
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Do You Need Life Insurance in Retirement?
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41:48
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Do you need life insurance in retirement? In this episode of Protect Your Assets, The Sandman talks about life insurance from a legacy, tax, and estate planning perspective, discusses the different life insurance policies you may consider, and gives advice on how to create tax-free income for the rest of your life. You can send your questions to qu…
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Market Segment: Market Volatility & the Government Shutdown Impact
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In this market segment, The Sandman takes a look at the current market volatility and the impact the potential government shutdown could have on the economy. In addition, the VIX and the commodities market are discussed. You can send your questions to questions@pyaradio.com for a chance to be answered on air. Catch up on past episodes: http://pyara…
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What to Do If You’re Being Forced to Retire
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39:03
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Have you recently been laid off from your job or are you expecting to be in the near future? This episode of Protect Your Assets with David Hollander highlights steps you should take and options you should consider when it comes to your retirement account, health care, and more, in the event of forced retirement. You can send your questions to ques…
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Market Segment: Will the Resumption of Student Loan Payments Affect the Economy?
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After a three-year federal pause on student loan payments, borrowers will have to start paying on their loans again in October 2023. But how will that affect our economy? Find out what The Sandman thinks in this Protect Your Assets market segment. You can send your questions to questions@pyaradio.com for a chance to be answered on air. Catch up on …
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Saving Taxes on Your Required Minimum Distribution
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42:23
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Nobody wants to pay more in taxes, especially when it comes to the required minimum distribution. In this episode of Protect Your Assets, The Sandman discusses different approaches that can help you pay less in taxes for your RMD. You can send your questions to questions@pyaradio.com for a chance to be answered on air. Catch up on past episodes: ht…
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Market Segment: Goldilocks on Wall Street
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11:31
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It looks like Goldilocks is back on Wall Street this week. In this week’s Protect Your Assets market segment, The Sandman discusses what this means for the market, as well as looks at data from the Job Openings and Labor Turnover Survey, the ADP private payroll data report, Core PCE Price Index, and the VIX. You can send your questions to questions…
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Market Segment: Three Major Takeaways from the 2023 Jackson Hole Symposium
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9:14
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In this market segment, The Sandman discusses three major takeaway points from Chairman Powell’s speech at the 2023 Jackson Hole Symposium, as well as strategies for how to better position your portfolio for the current market. You can send your questions to questions@pyaradio.com for a chance to be answered on air. Catch up on past episodes: http:…
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What documents do you need when someone you love becomes sick or dies? What steps should you take in the days, weeks, and months after your spouse or loved one passes away? Find out in this episode of Protect Your Assets with David Hollander. You can send your questions to questions@pyaradio.com for a chance to be answered on air. Catch up on past …
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While many car enthusiasts consider their valuable vehicle or car collection as among their most prized possessions, there are many things to consider when it comes to estate planning. In this episode of Protect Your Assets, learn tips about how to title the car and put it into a trust to protect it from probate, select the right executor or adviso…
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