PODCAST · business
Protect Your Assets
by Protect Your Assets | Cumulus Media San Francisco
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.
Episodes
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Roth Conversions in 2026: When Do They Make Sense?
Is a Roth conversion the right move for you in 2026? Converting money from a traditional IRA or 401(k) to a Roth IRA could help reduce taxes later, but it can also create a larger tax bill today and potentially increase your Medicare premiums. In this episode of Protect Your Assets, David…
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Mid-Year Retirement Checkup: Are You Still on Track?
A strong market can make it easy to assume your retirement plan is on track, but it can also cause your portfolio to drift without you realizing it. In this episode of Protect Your Assets, David Hollander, The Sandman, walks through a mid-year retirement checkup and explains why now may be a good...
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Preparing for Retirement? Test Drive It Before You Retire
Are you ready for retirement beyond the financial side of the equation? In this episode of Protect Your Assets, David Hollander, The Sandman, explores how preparing for retirement can include testing out potential destinations, new routines, hobbies, travel, and other lifestyle changes before...
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Trump Accounts Explained: What Parents and Grandparents Need to Know
What are Trump Accounts, and how could they fit into your family’s financial plan? In this episode of Protect Your Assets, David Hollander breaks down what parents, grandparents, and business owners should know about these new savings accounts for children. Learn how Trump Accounts work…
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401(k) Retirement Planning: Is It Time for a Reset?
Is your 401(k) ready for retirement? David Hollander explains what to review as retirement gets closer, including fees, investment risk, taxes, income planning, and the investment options available within your plan. He also discusses how outside guidance may help you make more informed decisions...
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Can You Afford to Retire? Retirement Risks You Can't Ignore
Can you afford to retire? A recent Transamerica survey found that 62% of Americans worry they could work their entire lives and still not have enough money to retire. In this episode, David Hollander explores the biggest retirement risks facing today's retirees, including inflation, Social…
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7 Common Retirement Myths (and the Facts Behind Them)
Many retirement decisions are influenced by assumptions that aren't always accurate. In this episode of Protect Your Assets, David Hollander, The Sandman, explores 7 common retirement myths and the facts behind them. Drawing on research from the Boston College Center for Retirement Research, he...
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Financial Independence After 50: Your Retirement Checklist, Social Security & Healthcare Costs
What does financial independence really mean in retirement? In this episode of Protect Your Assets, David Hollander shares a practical retirement checklist to help you prepare for life after work. Learn how to evaluate whether you've saved enough, create retirement income, optimize your Social...
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Retirement Planning: When Should You Take Social Security, RMDs, and Retirement Income?
Every major retirement decision comes with one important question: When? In this episode of Protect Your Assets, David Hollander discusses the timing decisions that can have a lasting impact on your financial future, including when to claim Social Security, when required minimum distributions...
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Retirement Income Planning: Help Protect Your Savings When Markets Are Volatile
The stock market continues to reach new highs, but rising interest rates, geopolitical uncertainty, and increased volatility are causing many investors to question what comes next. In this episode of Protect Your Assets, David Hollander discusses retirement income planning strategies that may…
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Business Exit Planning: What Business Owners Should Know Before Selling
In this episode of Protect Your Assets, David Hollander discusses key considerations around business exit planning for owners who may be thinking about selling a privately held company. He explores why preparing in advance can matter, from understanding what a business may be worth to organizing...
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The 4% Rule in Retirement: Why It May Deserve a Second Look
In this episode of Protect Your Assets, David Hollander reviews the role of the 4% rule in retirement planning and shares why it may not be appropriate for every investor or retirement situation. He covers several factors that can affect withdrawal strategies, including changing market…
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Reverse Mortgages Explained with Chris Freck
In this episode of Protect Your Assets, David Hollander sits down with reverse mortgage specialist Chris Freck to discuss how reverse mortgages work and how they may allow homeowners to access equity while continuing to live in their home. They cover eligibility requirements, how loan amounts are...
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Bonds Explained: What Today’s Bond Market Means for Investors
The bond market is shifting, and understanding bonds is critical in today’s interest rate environment. In this episode, David Hollander discusses bond basics, including yield, duration, callable bonds, and the yield curve, while explaining how falling interest rates may impact income, portfolio...
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401(k) Creditor Protection in California: Is Your Retirement Account Really Safe?
Is your 401(k) protected from creditors in California, or is that just a myth? In this episode of Protect Your Assets, David Hollander discusses how California creditor-exemption rules may apply to retirement accounts and why protection can depend on individual facts and court interpretation.…
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How to Choose a Financial Advisor: 5 Questions to Ask Before You Commit
Choosing a financial advisor is one of the most important decisions you’ll make as you approach retirement. But how do you know if you’re hiring the right person? In this Valentine’s Day special of Protect Your Assets, David Hollander, The Sandman, explains why hiring a financial advisor is a lot...
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Annuities 101: How Different Annuities Work and What to Know Before Considering One
Annuities are often misunderstood, yet they continue to be part of many retirement planning conversations. In this episode of Protect Your Assets, David Hollander walks through annuities in clear, practical terms and explains how different types work. The discussion covers the differences between...
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2026 Tax Planning Boot Camp: Advanced Considerations for Retirement and Income Planning
The New Year’s resolution Financial Boot Camp continues with an advanced look at 2026 tax planning and how recent tax law changes may affect retirement and income decisions. In this episode of Protect Your Assets, David Hollander walks through updated tax rules and planning considerations…
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The 2026 Financial Boot Camp: Smarter Ways to Start the Year
A new year is the perfect time to reset your financial habits, and in this episode of Protect Your Assets, David Hollander kicks off 2026 with a financial boot camp. From simple budgeting rules that give every dollar a job to maximizing updated 401(k), Roth, and HSA contribution limits, this...
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Innovation, Jobs, and the California Economy: An Interview with Ethan Agarwal
In this special episode of Protect Your Assets, David Hollander sits down with Ethan Agarwal, a technology entrepreneur and candidate for California governor in 2026, for a policy-focused conversation on the state’s economic future. They discuss what it could take to keep innovation and…
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Retiring Next Year? What to Do Before You Quit Your Job
If you’re retiring next year, the details you handle before you give notice can make a meaningful difference. In this episode of Protect Your Assets, The Sandman walks through what to review before you leave work, including 401(k) matching and vesting schedules (cliff vs. graded), what happens to...
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5 Costly TSP Mistakes Federal Employees Make (and How to Avoid Them)
If you’re a federal employee or member of the armed forces, your thrift savings plan (TSP) can be a powerful retirement tool, yet small missteps can lead to missed matching dollars, unnecessary risk, or reduced future income. In this episode of Protect Your Assets, David Hollander breaks down the...
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Year-End Tax Planning Strategies 2025: Smart Money Moves Before the Deadline
In this episode of Protect Your Assets, David Hollander breaks down practical year-end tax planning strategies for 2025 in light of the new Big, Beautiful Bill and today’s market volatility. Learn how to use tools like 401(k) contributions, backdoor Roth IRAs, HSAs, capital gains harvesting, and...
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Crypto Nightmares: The Scariest Cryptocurrency Scams Lurking This Halloween
It’s a spooky season in the world of cryptocurrency. In this Halloween special of Protect Your Assets, David Hollander unmasks the scariest cryptocurrency scams haunting investors right now. From “pig-butchering” romance schemes to rug pulls, pump-and-dumps, and fake wallets, David exposes how...
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Retirement Planning for Couples: Stop Money Fights and Build a Plan You Both Believe In
Money is one of the most common sources of tension in marriage, especially when retirement is around the corner. In this episode of Protect Your Assets, David Hollander shares the story of Jim and Francine, a couple weighing whether to remodel their kitchen or step into retirement. Hear how they...
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The First 100 Days of Retirement: What Really Happens After You Stop Working
The first 100 days of retirement can feel a lot like bringing home a newborn—exciting, uncertain, and full of surprises. In this episode of Protect Your Assets, David Hollander explains why so many new retirees struggle during this transition and what you can do to prepare. From the loss of…
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Long-Term Care Planning: Costs, Caregivers, and Veteran Benefits Explained
When your health fails, families often bear the emotional and financial cost. In this episode of Protect Your Assets, David Hollander dives into long-term care planning, from real-life caregiving challenges to understanding the true cost of in-home and facility care. Learn how to evaluate...
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Pet Insurance Explained: Costs, Coverage, and When It’s Worth It
Is pet insurance worth the cost? In this episode of Protect Your Assets, David Hollander breaks down what pet insurance covers, how accident vs. accident-and-illness plans differ, and what to know about deductibles, reimbursement rates, and annual limits. He also highlights exclusions like dental...
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Estate Planning for Collector Cars: Trusts, Probate, and Tax Strategies
For many car lovers, a classic or collector car represents memories, passion, and pride. Yet few owners stop to think about what happens to these valuable vehicles when they’re no longer around. In this episode of Protect Your Assets, David Hollander shares how estate planning can help protect…
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Cooling Job Openings, Falling Yields, and a Likely Fed Cut
This week’s briefing covers a softer labor market, declining Treasury yields, and why the Fed is widely expected to cut rates on September 17. We dig into what fewer job openings could mean for growth, how lower borrowing costs may affect mortgages and corporate activity, and where crude oil…
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Do You Still Need Life Insurance in Retirement? Smart Strategies for RMDs, Taxes & Legacy Planning
Life insurance isn’t just for when you’re working—it can be a powerful tool in retirement. In this episode of Protect Your Assets, host David Hollander, The Sandman, breaks down whether retirees should keep their life insurance policies, how required minimum distributions (RMDs) can be converted...
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The Financial Advisor Checklist: 8 Things They Should Be Doing
Are you confident your advisor is covering everything that matters for your retirement? In this episode of Protect Your Assets, David Hollander walks through a practical financial advisor checklist, including eight signs that reveal whether your advisor is truly providing comprehensive planning…
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Market Brief
See omnystudio.com/listener for privacy information.
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Roth IRA Conversion 2025: How the Big Beautiful Bill Could Impact Your Retirement Strategy
Thinking about a Roth IRA conversion in 2025? With tax rates locked in and new deductions available under the Big, Beautiful Bill, this year could be an ideal time to move funds from a traditional IRA or 401(k) into a tax-free Roth IRA. But timing is everything, and making the wrong move could...
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Are You Really Ready to Retire? Take the 34-Point Checklist Challenge
Considering retirement in the near future, or already there? In this episode, David Hollander shares highlights from Liberty Group’s 34-point Retirement Checklist Challenge. The list covers questions about income planning, inflation, Social Security, real estate, and more, designed to help you...
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Market Brief
See omnystudio.com/listener for privacy information.
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Market Brief
See omnystudio.com/listener for privacy information.
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The Big, Beautiful Bill: Tax Changes and Deadlines to Know
The 2017 tax cuts are no longer temporary. The Big, Beautiful Bill has locked in some provisions while introducing new rules, revised deductions, and expiration dates that affect income, charitable giving, estate planning, and retirement strategies. In this episode of Protect Your Assets, David...
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5 Retirement Blind Spots You Can’t Afford to Ignore
What are the retirement blind spots many people fail to consider? In this episode of Protect Your Assets, David Hollander explores five commonly missed areas that can impact your retirement experience; such as outdated estate planning, shifting tax laws, rising healthcare costs, underestimated...
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7 Common Retirement Mistakes—and Smarter Ways to Plan Around Them
Turning 65 soon? You’re not alone in worrying about outliving your savings. In this episode of Protect Your Assets, David Hollander, The Sandman, breaks down the seven most common mistakes that can quietly derail your retirement plans. From imbalanced portfolios to income stream gaps, healthcare...
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Can You Afford to Retire? What to Know About Retirement Health Care Costs
In this Fourth of July weekend episode of Protect Your Assets, David Hollander considers what financial freedom means in retirement, and the often-overlooked role of retirement health care costs. From navigating Medicare and long-term care options to assessing how health-related expenses may…
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6 Lessons Every Parent Should Teach Kids About Money
Teaching kids about money is one of the most valuable gifts you can give them, and summer is the perfect time to start. In this episode of Protect Your Assets, David Hollander breaks down six essential lessons to help your children or grandchildren build healthy financial habits early. You’ll…
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Habits of Rich Retirees: How the Wealthy Approach Spending, Investing, and Planning
What do wealthy retirees do differently when it comes to spending, investing, and managing their financial future? In this episode of Protect Your Assets, David Hollander shares key lessons from decades of working with high-net-worth clients. You’ll hear insights on purposeful spending…
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How to Prepare for a Business Sale: Exit Planning Insights for Owners
Thinking about selling your business? In this episode of Protect Your Assets, David Hollander discusses key considerations for business owners preparing for a potential sale. From cleaning up your books to understanding valuation methods like EBITDA and discounted cash flow, you’ll learn how to...
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Generational Wealth Planning: How to Avoid the Third-Generation Curse
On this episode of Protect Your Assets, David Hollander delves into the challenges of generational wealth planning and how to avoid the so-called third-generation curse. Discover the key mistakes that can unravel even the largest estates and learn proactive steps to keep your wealth growing for...
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Falling Interest Rates and Bonds: What 2025 Could Mean for Your “Safe” Money
With interest rates projected to fall in 2025, many investors are taking a closer look at what they consider “safe” money—particularly bonds and other fixed income investments. In this episode of Protect Your Assets, David Hollander explains how rate shifts may impact the performance of these...
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Early Retirement Strategies: Five Approaches to Consider
Are you exploring ways to retire early but feeling uncertain about income, savings, or market volatility? In this episode of Protect Your Assets, David Hollander outlines five early retirement strategies that may help you better prepare for the road ahead. From maximizing contributions to...
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What to Do Before You Retire from Your Job: Key Steps to Take Now
Thinking about retiring or leaving your job? Before you take that leap, there are a few important things to understand. In this episode of Protect Your Assets, David Hollander—also known as The Sandman—walks through what to do before you retire from your job, including how to handle 401(k)…
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Financial Planning for Widows: What to Do After Losing a Spouse
Losing a spouse often means stepping into unfamiliar financial territory at a time when decision-making may feel overwhelming. In this episode of Protect Your Assets, David Hollander, joined by his daughter and Wealth Advisor Claire Hollander, offers thoughtful guidance on how widows can begin...
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Are You Smarter Than an Eighth Grader? Take the Bear Market Quiz
When David’s client Jim was making sandwiches with his eighth-grade daughter, Jessica, he didn’t expect a lesson on bear markets. But her surprising questions led to a deeper conversation about market downturns, retirement, and what it all really means. In this episode of Protect Your Assets…
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ABOUT THIS SHOW
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.
HOSTED BY
Protect Your Assets | Cumulus Media San Francisco
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Frequently Asked Questions
How many episodes does Protect Your Assets have?
Protect Your Assets currently has 609 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is Protect Your Assets about?
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.
How often does Protect Your Assets release new episodes?
Protect Your Assets releases new episodes frequently with a large back catalog of 609 episodes. Check the episode list for recent publication dates.
Where can I listen to Protect Your Assets?
You can listen to Protect Your Assets on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.
Who hosts Protect Your Assets?
Protect Your Assets is created and hosted by Protect Your Assets | Cumulus Media San Francisco.
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