Protect Your Assets

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Smart Money Moves: Tax-Saving Strategies Before Year-End

12/7/2023 • 43 min

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, including adjus… Play episode

Market Segment: Financial Forecast: Navigating Market Highs and Lows for 2…
7 Financial Questions to Ask Your Parents About Their End-of-Life Plans
Market Segment: Is Inflation Cooling Down?
What You Need to Know Before You Make Your Social Security Decisions
Market Segment: Consumer Spending During the Holidays
Exit Strategies for Business Owners Ready to Sell Their Business
Market Segment: Analyzing a Positive Week on Wall Street
5 Tricks Financial Advisors Are Using That Could Cost You Money
Market Segment: Will There Be Another Black Monday?
Ways to Help Protect Your Retirement Savings from Inflation
Market Segment: Navigating Market Volatility – The Impact of Treasury Yiel…
Interviews with BAWAR and Wellahead.co
New Rules Can Cause Big Tax Bills on Inherited Retirement Plans
Market Segment: Why Are Yields Rising?
Do You Need Life Insurance in Retirement?
Market Segment: Market Volatility & the Government Shutdown Impact
What to Do If You’re Being Forced to Retire
Market Segment: Will the Resumption of Student Loan Payments Affect the Ec…
Saving Taxes on Your Required Minimum Distribution
Market Segment: Goldilocks on Wall Street
Market Segment: Three Major Takeaways from the 2023 Jackson Hole Symposium
What to Do When Your Spouse Passes Away
Estate Planning Tips for Car Collectors
Market Segment: Analyzing the Stock Market Cooldown
Market Segment: Why Did Stocks Drop Recently?
The First 100 Days of Darkness of Your Retirement
5 Things You Need to Know About Your 401(k) When You Leave Your Job
Market Segment: Was This the Last Rate Hike from the Fed?
Protecting Yourself from Higher Taxes on the Horizon
The Heart of Earnings Season
Market Segment: The Current Market and Immaculate Disinflation
Navigating the Retirement Danger Zone
Is the 4% Rule Still a Good Strategy?
The Labor Market Remains Resilient
Celebrating the Freedom to Retire
What’s Happened to the Market Since February 2023?
Protecting Your Best Furry Friend with Pet Insurance
Is Inflation Under Control?
Answering the “When” Questions of Retirement
How Will the Fed’s Pause Play Out on the Market?
How Does the Debt Ceiling Deal Affect the Market?
A Look at the Big Three Economic Reports: Job Ads, ISM Manufacturing, and …
Market Segment: What Happens If There Is No Debt Ceiling Deal?
Is the Fed Done Hiking Rates for 2023?
How to Reboot Your 401(k)
Market Segment: Will the Markets See a Soft Landing or a Hard Landing?
Five Financial Tips to Empower Women Investors
Market Segment: Bulls versus Bears
Are You Ready for Retirement? 34 Key Points to Consider
Market Segment: The Fed Hiked Rates...Again
Market Segment: Bank Bailouts Averted a Catastrophe
Estate Planning 101: What You Need to Know
Market Segment: Rising Rates and Bank Failures: What Happened with Silicon…
Rising Rates and Bank Failures: Our Playbook for This Type of Environment
What to Do With Your Pension When You Retire
Market Segment: U.S. Stocks Trading Higher, Regaining Some Lost Ground
What SOR Risk Is and How to Lower It
Market Segment: Inflation Pressure Not Decreasing
Market Segment: Positive Trend in Consumer Spending So Far in 2023
Can the market rally continue?
Fight Still On
How You Could Have More Control Over Your Taxes Than You Might Think
Market Segment: Strong Market Performance & Employment Numbers
3 Retirement Pitfalls to Avoid
Are We Going to Get a Soft Landing From the Fed?
Business Owner or Senior Leadership? Tips for Keeping Your Company Healthy…
Breaking Down Key Highlights of the Secure Act 2.0
Market Report: Stocks Continue Positive Start in 2023 and Inflation Pressu…
Bootcamp Series: How to Save More Money and Get Ready for Retirement in 20…
Market Segment: Positive Week after Jobs Report
Market Segment: Most Difficult Year for Stocks Since 2008
Retirement 101 Christmas Special
Market Segment: Christmas Time Rally
How to Prepare for a Recession

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