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Achieving Financial Independence, and Client Circle Guest Joyce
Achieving Financial Independence, and Client Circle Guest Joyce

Episode 205

In this episode of 'Protecting Your Assets', Steve Shyman discusses the importance of financial independence amidst growing uncertainty. He emphasize…

16 hours ago

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Estate Planning with Special Guest Jim Meason
Estate Planning with Special Guest Jim Meason

Episode 204

In this episode of 'Protecting Your Assets', host Steve Shyman and estate planning attorney Jim Meason discuss the critical importance of estate plan…

4 weeks ago

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Mastering Retirement Planning
Mastering Retirement Planning

Episode 203

In this episode of 'Protecting Your Assets', Steve Shyman discusses essential strategies for retirement planning, emphasizing the importance of start…

1 month ago

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Essential Year-End Tax Strategies for Retirees, and Client Circle Guest Char
Essential Year-End Tax Strategies for Retirees, and Client Circle Guest Char

Episode 202

In this conversation, host Steve Shyman discusses essential strategies for retirement planning, focusing on year-end tax strategies that can signific…

1 month, 2 weeks ago

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Retirement Challenges and Solutions, w/Client Circle Guest Jim & Robin
Retirement Challenges and Solutions, w/Client Circle Guest Jim & Robin

Episode 201

In this episode of Protecting Your Assets, Steve Shyman discusses the various challenges retirees face today, including inflation, rising healthcare …

1 month, 3 weeks ago

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Economic News You Can Use, With Client Circle Guests Ron & Irena
Economic News You Can Use, With Client Circle Guests Ron & Irena

Episode 200

On this 200th episode of Protecting Your Assets, host Steve Shyman discusses the latest economic news and how that could impact retirement planning. …

2 months ago

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Uncertain Economy Needs Certainty in Planning, plus Client Circle Guest Dan & Natalie
Uncertain Economy Needs Certainty in Planning, plus Client Circle Guest Dan & Natalie

Episode 199

In this conversation, Steve Shyman discusses financial journalist Andrew Ross Sorkin latest article on the parallels between today's Wall Street and …

2 months, 3 weeks ago

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Will Your Retirement Go the Distance?
Will Your Retirement Go the Distance?

Episode 198

In this conversation, Steve Shyman discusses the evolving landscape of retirement planning, emphasizing the need for updated strategies in light of c…

4 months, 2 weeks ago

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Annuities, Taxes, and Your Retirement
Annuities, Taxes, and Your Retirement

Episode 197

In this conversation, Steve Shyman discusses the importance of reviewing annuities in light of changing interest rates and the evolution of annuity p…

4 months, 3 weeks ago

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Will You be Able to Retire Happily? And Client Circle Guest Sandy
Will You be Able to Retire Happily? And Client Circle Guest Sandy

Episode 196

In this episode of Protecting Your Assets, Steve Shyman and Morgan Patrick discuss the critical aspects of retirement planning, including common myth…

5 months ago

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