Protect Your Assets

Oct 28 2024 542 ep. 27 mins 65
Protect Your Assets Podcast artwork

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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Beware of Financial Tricks: Avoiding Ghastly Investment Mistakes This Halloween

Oct 28 2024 34 mins  
In this Halloween-themed episode of Protect Your Assets, David Hollander—aka The Sandman—pulls back the curtain on some of the spookiest financial tricks lurking in today’s market. Beware of “zombie” stocks, haunting tax traps, and the chillingly common pump-and-dump schemes that could leave your portfolio looking like a ghost town! David shares tales of real-life financi

Understanding Your Job Benefits: Key Steps Before Leaving Your Job

Oct 21 2024 38 mins  
Are you thinking about moving on to a new job or considering retirement? Don’t rush into this big decision without understanding what happens to your benefits. In this episode of Protect Your Assets, David Hollander covers everything you need to know before making the leap. From understanding your 401(k) and health savings account to managing unused PTO and deciphering vesting sc

Uncovering Retirement Readiness: Are You Truly Prepared?

Oct 07 2024 37 mins  
In this episode of Protect Your Assets, David Hollander discusses key aspects of retirement planning as a couple prepares to retire in 2025. From questions about liability and income to concerns about underinsurance, David highlights some of the challenges they faced while reviewing their financial plan. This episode offers insights into the kinds of issues people may encounter whe

Evaluating Your 401(k) and Retirement Income in Uncertain Markets

Sep 30 2024 36 mins  
In this week's Protect Your Assets podcast, David Hollander explores important actions to evaluate as you approach retirement. With markets at an all-time high and potential volatility ahead due to the upcoming election, now may be a good time to review your portfolio. David discusses common challenges retirees face, including how market drops can impact retirement timelines. He al

5 Retirement Lessons Every Football Fan Will Appreciate

Sep 09 2024 37 mins  
What can the world of sports reveal about smart retirement planning? In this episode of Protect Your Assets, David "The Sandman" Hollander shares five key takeaways inspired by the return of football. Whether you're a college or professional sports fan, these observations offer useful parallels between sports strategy and managing your retirement. Listen to explore potential ways t

How the Presidential Race Could Impact Your Retirement and Taxes

Sep 04 2024 37 mins  
In this episode, host David Hollander, aka The Sandman, delves into the critical ways the 2024 presidential election could affect your financial future. With over 30 years of experience in tax, legal, and financial planning, David explores the potential market volatility, investment risks, and changes in tax policies that may arise depending on the election's outcome. Discover prac

Investing in Gold: What You Need to Know Now

Aug 26 2024 40 mins  
In this episode of Protect Your Assets, David Hollander, the Sandman, dives into the hot topic of gold as it hits a new all-time high of $2,548 an ounce. Should you consider investing in gold right now? David discusses the four essential factors you need to consider before making any decisions. From understanding the market momentum to evaluating the best ways to own and store gold

Revving Up for Monterey Car Week: Estate Planning for Car Collections

Aug 19 2024 39 mins  
As Monterey Car Week shifts into high gear, The Sandman tackles the important topic of estate planning for car collections. Whether you have a single luxury vehicle or an entire fleet of classics, this episode provides crucial advice on how to help protect your automotive assets. David Hollander discusses strategies to help avoid probate, manage taxes, and make sure your vehicles a

Financial Advisors: Finding the Perfect Match for Your Retirement

Aug 05 2024 32 mins  
Join David Hollander, known as The Sandman, on this week's episode of Protect Your Assets, where he explores the intriguing parallels between dating and hiring a financial advisor. Just like dating, finding the right financial advisor involves chemistry, compatibility, and trust. David will guide you through essential questions to ask when considering a financial advisor, helping y

Five Ways to Help Make Retiring Less Terrifying

Jul 29 2024 33 mins  
Thinking about retiring in the next six months? Join David Hollander, The Sandman, on this episode of Protect Your Assets as he unveils the top five things to do before taking that big step. David will guide you through essential strategies to help you transition into retirement. From tax-efficient investments to healthcare planning, this episode is packed with actionable advice to