Asset Protection Today with Bill Alexander

Nov 20 2019 61 ep. 11 mins 57

Asset Protection Today with Bill Alexander Podcast artwork

Bill Alexander of W.G. Alexander and Associates provides expert advice to help ensure you keep and protect as much of the money you have earned and saved.

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When To Convert A Retirement Account To An IRA

Nov 20 2019 9 mins

Bill goes through scenarios of when it makes sense to convert a retirement account to an IRA.

When To Retire

Nov 07 2019 17 mins

Important concepts to consider before you retire and how to set yourself best for asset protection in retirement.

After Caregiving

Oct 31 2019 13 mins

Bill continues his conversation with Diane Surgeon as the subject shifts to what you need to do once your caregiving journey has concluded.

Caregiving Respite

Oct 15 2019 11 mins

Bill welcomes attorney Diane Surgeon to discuss how taking care of yourself when in a caregiving role is an essential part of life planning.

Minimum Required Distributions

Oct 08 2019 10 mins

Bill breaks down what you need to know about taking money out of a retirement account, before and after retirement.

401K Mistakes

Oct 01 2019 10 mins

Bill describes how 401K retirement accounts work and how to avoid some common mistakes.

Long-term Care Options

Sep 19 2019 13 mins

Bill dives in to the options and costs of the various forms of long-term care that are available.

Umbrella Insurance

Sep 10 2019 9 mins

Bill explains what umbrella insurance is, how it should be used, how much you should have and why it's more important than you think.

The SECURE Act

Aug 27 2019 16 mins

Bill explains how a potential new piece of legislation could create major changes for retirement accounts.

Asset Protection with Revocable Trusts

Aug 21 2019 10 mins

Bill goes into detail on how trusts work and how revocable trusts can be used in your asset protection plan to protect your assets from uncertain family dynamics.