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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 costs, longevity risk, market volatility, and the …


Published on 13 hours ago

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. Trading economics and the United States debt balan…


Published on 1 week ago

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 the market of 1929, highlighting the potential ris…


Published on 4 weeks ago

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 changing economic conditions, inflation, and the po…


Published on 2 months, 3 weeks ago

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 products. He emphasizes the need for clarity, contr…


Published on 2 months, 4 weeks ago

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 myths, healthcare costs, tax strategies, and the impor…


Published on 3 months ago

Understanding The "Buffet" Indicator

Understanding The "Buffet" Indicator


Episode 195


In this episode of Protecting Your Assets, Steve Shyman discusses various aspects of retirement planning, including the implications of paying off a mortgage, understanding retirement income needs, t…


Published on 3 months, 1 week ago

Creating Retirement Security in Chaotic Times

Creating Retirement Security in Chaotic Times


Episode 194


In this episode of Protecting Your Assets, Steve Shyman discusses the increasing uncertainty surrounding retirement planning in today's economic climate. He emphasizes the importance of having a soli…


Published on 3 months, 2 weeks ago

Successful Retirement Doesn't Happen By Accident

Successful Retirement Doesn't Happen By Accident


Episode 193


In this episode of Protecting Your Assets, Steve Shyman discusses the essential steps for creating a successful retirement plan. He emphasizes the importance of having a clear vision for retirement, …


Published on 3 months, 3 weeks ago

Safe Savings or Market Risk, Which is Better for You?

Safe Savings or Market Risk, Which is Better for You?


Episode 192


In this episode of Protecting Your Assets, Steve Shyman discusses the critical differences between saving and investing, emphasizing the importance of timing and balance in financial planning. He hig…


Published on 4 months ago





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