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Content provided by Mari and Protect Your Assets | Cumulus Media San Francisco. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Mari and Protect Your Assets | Cumulus Media San Francisco or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
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Evaluating Your 401(k) and Retirement Income in Uncertain Markets

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Manage episode 442868474 series 2342924
Content provided by Mari and Protect Your Assets | Cumulus Media San Francisco. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Mari and Protect Your Assets | Cumulus Media San Francisco or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

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 also provides insights into tax-efficient strategies and how to assess your 401(k), real estate, or stock positions. Tune in to hear key considerations for managing your retirement savings effectively.

You can send your questions to [email protected] for a chance to be answered on air.

Catch up on past episodes: http://pyaradio.com
Liberty Group website: https://libertygroupllc.com/
Attend an event: www.pyaevents.com

Schedule a complimentary 15-minute consultation: https://calendly.com/libertygroupllc/scheduleacall/

See omnystudio.com/listener for privacy information.

  continue reading

560 episodes

Artwork
iconShare
 
Manage episode 442868474 series 2342924
Content provided by Mari and Protect Your Assets | Cumulus Media San Francisco. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Mari and Protect Your Assets | Cumulus Media San Francisco or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

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 also provides insights into tax-efficient strategies and how to assess your 401(k), real estate, or stock positions. Tune in to hear key considerations for managing your retirement savings effectively.

You can send your questions to [email protected] for a chance to be answered on air.

Catch up on past episodes: http://pyaradio.com
Liberty Group website: https://libertygroupllc.com/
Attend an event: www.pyaevents.com

Schedule a complimentary 15-minute consultation: https://calendly.com/libertygroupllc/scheduleacall/

See omnystudio.com/listener for privacy information.

  continue reading

560 episodes

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