PODCAST · business
Protecting Your Assets with Steve Shyman
by Steve Shyman
On Protecting Your Assets with Steve Shyman, Chicago's retirement, income and wealth coach helps thousands of people plan for a better financial life. Steve helps his clients avoid financial industry traps and manage as much risk, distress and confusion as possible. He treats the goals/objectives of each of his clients as if they were his own, in order to provide sound financial advice.Secure the peace of mind that you're entitled to. Meet with a fiduciary who commits himself to honest and integrity.
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100
How to Plan for Calm When Life Seems Uncertain & Clint Circle Guest Joyce
In this episode, fiduciary Steve Shyman discusses strategies for protecting and growing retirement assets amidst market uncertainty. Topics include safe money solutions, the importance of planning for longevity, and case studies demonstrating effective retirement income strategies. If you have any questions about retirement planning call Wilsave Financial 833-945-7283 or click here to visit our website Retire, Plan, Save IRA, 401K, Healthcare, Longevity, TaxesSee omnystudio.com/listener for privacy information.
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99
460 Billion Made Safe for Retirement Last year, Are You protected?
In this episode, Steve Shyman discusses the current market uncertainties, the importance of safety in retirement planning, and how to leverage annuities and guaranteed income strategies to secure your financial future. Learn practical tips to protect your assets and create a personalized retirement plan. If you have any questions about retirement planning call Wilsave Financial 833-945-7283 or click here to visit our website Retire, Plan, Save IRA, 401K, Healthcare, Longevity, TaxesSee omnystudio.com/listener for privacy information.
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98
A.I. Retirement Planning Suggestions with Client Circle Guest Marlene
In this episode, Steve Shyman discusses current market conditions, interest rates, and strategic opportunities for retirement planning. Learn how to protect your assets, optimize your investments, and act with urgency during turbulent times. Client Circle guest Marlene on the podcast as well, stay tuned. If you have any questions about retirement planning call Wilsave Financial 833-945-7283 or click here to visit our website Retire, Plan, Save IRA, 401K, Healthcare, Longevity, TaxesSee omnystudio.com/listener for privacy information.
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97
Retirement Planning in Dangerous Times
In this episode, Steve Shyman from WilSave Financial shares his insights on retirement planning amidst market volatility, emphasizing the importance of guarantees, strategic diversification, and proactive planning to secure your golden years. If you have any questions about retirement planning call Wilsave Financial 833-945-7283 or click here to visit our website Retire, Plan, Save IRA, 401K, Healthcare, Longevity, TaxesSee omnystudio.com/listener for privacy information.
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96
Geopolitical Tensions and The Impact On Your Retirement
In this episode of Protecting Your Assets, host Steve Shyman discusses how geopolitical tensions, market volatility, and economic risks impact retirement planning. He shares strategies to safeguard your retirement savings against global uncertainties and emphasizes the importance of personalized financial plans. If you have any questions about retirement planning call Wilsave Financial 833-945-7283 or click here to visit our website Retire, Plan, Save IRA, 401K, Healthcare, Longevity, Taxes See omnystudio.com/listener for privacy information.
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95
Warren Buffett Retirement Tips
Welcome to Protecting Your Assets, retirement planning needs to be customized to you. This episode explores essential retirement planning strategies, Warren Buffett's investment principles, estate planning, and how to navigate market volatility. Hosted by Steve Shyman, it offers practical advice for securing your financial future. If you have any questions about retirement planning call Wilsave Financial 833-945-7283 or click here to visit our website Retire, Plan, Save IRA, 401K, Healthcare, Longevity, TaxesSee omnystudio.com/listener for privacy information.
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94
Handling Taxes in Retirement
In this episode of Protecting Your Assets, Steve Shyman discusses the increasing uncertainty in the world and its impact on retirement planning. He emphasizes the importance of adapting retirement strategies to reflect the changing mindset of retirees, who are living longer and more active lives. The conversation covers various topics including investment strategies for longevity, the significance of understanding sequence of returns risk, the benefits of Roth conversions, and the widow's penalty in tax planning. Additionally, the episode addresses healthcare costs, the importance of shopping for prescription medications, and practical scenarios retirees may face in their planning. If you have any questions about retirement planning call Wilsave Financial 833-945-7283 or click here to visit our website. Retire, Plan, Save IRA, 401K, Healthcare, Longevity, TaxesSee omnystudio.com/listener for privacy information.
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93
Eliminate Financial Anxiety and Income Insecurity
In this episode of Protecting Your Assets, Steve Shyman discusses the essential steps to replace your paycheck in retirement. He emphasizes the importance of having a solid retirement plan that accounts for income needs, social security gaps, and the impact of inflation. The conversation covers the relevance of the 4% rule, the necessity of creating income streams rather than just taking withdrawals, and the risks associated with market concentration. Scheinman introduces fixed index annuities as a solution to provide predictable income and mitigate risks, including sequence of returns risk, while also addressing the decline of traditional pensions and the need for financial security in retirement. If you have any questions about retirement planning call Wilsave Financial 833-945-7283 or click here to visit our website Retire, Plan, Save IRA, 401K, Healthcare, Longevity, TaxesSee omnystudio.com/listener for privacy information.
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92
Market Indicators Flashing Red, Are You Paying Attention?
In this episode of Protecting Your Assets, Steve Shyman discusses the importance of proactive retirement planning in light of current market conditions and cultural shifts in retirement. He emphasizes the need for customized financial strategies to address longevity, healthcare costs, and tax implications, particularly focusing on the IRMA surcharge for Medicare. The conversation also highlights the risks associated with market volatility and the necessity of having a solid plan to ensure financial security in retirement. If you have any questions about retirement planning call Wilsave Financial 833-945-7283 or click here to visit our website Retire, Plan, Save IRA, 401K, Healthcare, Longevity, TaxesSee omnystudio.com/listener for privacy information.
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91
Retirement Moves to Make without Fear of Loss
In this episode, Steve Shyman delves into the emotional and psychological aspects of retirement planning. Steve discusses the fears that retirees face, including financial anxiety, the fear of spending, and the emotional impacts of financial decisions. The conversation emphasizes the importance of having a solid plan that provides clarity, control, and confidence, while also addressing current market trends and economic uncertainties. Listeners are encouraged to seek professional advice to navigate their retirement planning effectively. If you have any questions about retirement planning call Wilsave Financial 833-945-7283 or click here to visit our website Retire, Plan, Save IRA, 401K, Healthcare, Longevity, TaxesSee omnystudio.com/listener for privacy information.
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90
Are You on Track for Your Retirement?
In this episode of Protecting Your Assets, host Steve Shyman discusses the evolving landscape of retirement planning, emphasizing the importance of adapting to new realities such as longer life expectancies, inflation, and technological advancements. He explores the implications of the Tax Cuts and Jobs Act, strategies for legacy planning, and the significance of lifestyle changes in retirement. The conversation also includes practical advice for navigating real-life retirement scenarios, highlighting the need for a comprehensive financial plan that encompasses both financial security and personal fulfillment. If you have any questions about retirement planning call Wilsave Financial 833-945-7283 or click here to visit our website Retire, Plan, Save IRA, 401K, Healthcare, Longevity, TaxesSee omnystudio.com/listener for privacy information.
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89
Retirement Tips The wealthy Follow Plus Special Guest Mark of Vito's Vault
In this episode of Protecting Your Assets, host Steven Shyman discusses the importance of early retirement planning, the habits of wealthy individuals, and the significance of maximizing tax-advantaged accounts. He emphasizes the need for wise investing strategies to protect against inflation and market volatility. The conversation also touches on the current precarious state of the market, historical context, and the potential impact of AI on retirement planning. Special guest Mark Virkler introduces Vito's Vault, a unique entertainment venue in Chicago, and the episode concludes with real-life retirement scenarios and solutions. If you have any questions about retirement planning call Wilsave Financial 833-945-7283 or click here to visit our website Retire, Plan, Save IRA, 401K, Healthcare, Longevity, TaxesSee omnystudio.com/listener for privacy information.
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88
What to Know About Retirement taxes 2026 with Client Circle Guest Pete
In this episode, Steve Shyman discusses the recent passing of Bob Weir from the band The Grateful Dead and transitions into the importance of early saving for retirement. The conversation covers various tax strategies, especially in light of the Tax Cut and Jobs Act extension, and emphasizes the significance of proactive tax planning for pre-retirees. The discussion also highlights the benefits of Roth IRAs, charitable remainder trusts, and the importance of creating tax-diversified income streams. Real-life client experiences are shared to illustrate the impact of financial planning, and various retirement scenarios are explored to provide insights into effective retirement strategies. If you have any questions about retirement planning call Wilsave Financial 833-945-7283 or click here to visit our website Retire, Plan, Save IRA, 401K, Healthcare, Longevity, TaxesSee omnystudio.com/listener for privacy information.
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87
Achieving Financial Independence, and Client Circle Guest Joyce
In this episode of 'Protecting Your Assets', Steve Shyman discusses the importance of financial independence amidst growing uncertainty. He emphasizes that true financial independence is not just about having a large bank balance, but rather having sufficient resources to cover living expenses without relying on a paycheck. The conversation explores the role of passive income, the significance of planning, and the need to overcome misconceptions about wealth. Additionally, the episode highlights the importance of happiness and relationships in retirement, shares real client stories, and provides practical strategies for those in their 50s to prepare for retirement. The episode concludes with various scenarios that illustrate effective financial planning. If you have any questions about retirement planning call Wilsave Financial 833-945-7283 or click here to visit our website Retire, Plan, Save IRA, 401K, Healthcare, Longevity, TaxesSee omnystudio.com/listener for privacy information.
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86
Estate Planning with Special Guest Jim Meason
In this episode of 'Protecting Your Assets', host Steve Shyman and estate planning attorney Jim Meason discuss the critical importance of estate planning, including the role of trusts, the probate process, and the necessity of powers of attorney. They share real-life stories that illustrate the consequences of inadequate planning and emphasize the need for proactive measures to protect assets and ensure family harmony. The conversation also covers estate taxes and strategies to avoid probate, highlighting the benefits of working with a professional to navigate these complex issues. If you have any questions about retirement planning call Wilsave Financial 833-945-7283 or click here to visit our website Retire, Plan, Save IRA, 401K, Healthcare, Longevity, TaxesSee omnystudio.com/listener for privacy information.
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85
Mastering Retirement Planning
In this episode of 'Protecting Your Assets', Steve Shyman discusses essential strategies for retirement planning, emphasizing the importance of starting early, avoiding common financial mistakes, and preparing for unexpected expenses. The conversation covers various topics including income planning, handling windfalls, health care considerations, and the role of insurance in safeguarding financial stability. Listeners are encouraged to seek professional guidance to create a customized retirement plan that aligns with their individual goals and needs. If you have any questions about retirement planning call Wilsave Financial 833-945-7283 or click here to visit our website Retire, Plan, Save IRA, 401K, Healthcare, Longevity, TaxesSee omnystudio.com/listener for privacy information.
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84
Essential Year-End Tax Strategies for Retirees, and Client Circle Guest Char
In this conversation, host Steve Shyman discusses essential strategies for retirement planning, focusing on year-end tax strategies that can significantly impact retirees and pre-retirees. The discussion emphasizes the importance of making timely financial moves to enhance retirement savings and reduce tax liabilities. Key topics include required minimum distributions (RMDs), gifting strategies, and often-overlooked deductions that can lead to substantial savings. If you have any questions about retirement planning call Wilsave Financial 833-945-7283 or click here to visit our website Retire, Plan, Save IRA, 401K, Healthcare, Longevity, TaxesSee omnystudio.com/listener for privacy information.
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83
Retirement Challenges and Solutions, w/Client Circle Guest Jim & Robin
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 uncertainty surrounding social security and pensions. He emphasizes the importance of having a well-structured retirement plan that addresses these issues and provides strategies for ensuring financial security in retirement. The episode also features real-life experiences from clients, highlighting the value of personalized financial advice. If you have any questions about retirement planning call Wilsave Financial 833-945-7283 or click here to visit our website Retire, Plan, Save IRA, 401K, Healthcare, Longevity, TaxesSee omnystudio.com/listener for privacy information.
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82
Economic News You Can Use, With Client Circle Guests Ron & Irena
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 balance on auto loans is stop number one. Followed by a discussion on the impact of massive credit card debt and what they may mean for people headed toward retirement. Warren Buffet at age 95 making a statement with his activity and Steve spends time looking at the latest from the Oracle of Omaha. Client Circle guests Ron & Irena interview gives insight into the Wilsave process. If you have any questions about retirement planning call Wilsave Financial 833-945-7283 or click here to visit our website Retire, Plan, Save IRA, 401K, Healthcare, Longevity, TaxesSee omnystudio.com/listener for privacy information.
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81
Uncertain Economy Needs Certainty in Planning, plus Client Circle Guest Dan & Natalie
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 risks of an impending economic crash. We also chat up the role of AI and technology in the current economic boom, and express concerns about its sustainability and the possibility of a downturn. Client Circle guests Dan & Natalie join the show and The Happiness 401K Arthur Brooks discussion continues. If you have any questions about retirement planning call Wilsave Financial 833-945-7283 or click here to visit our website Retire, Plan, Save IRA, 401K, Healthcare, Longevity, TaxesSee omnystudio.com/listener for privacy information.
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80
Will Your Retirement Go the Distance?
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 potential cuts to Social Security. He critiques the outdated 4% withdrawal rule and highlights the importance of guaranteed income for a secure retirement. The discussion also touches on employee happiness and productivity, tax strategies for retirement savings, and real-life scenarios that illustrate common retirement planning challenges. If you have any questions about retirement planning call Wilsave Financial 833-945-7283 or click here to visit our website Retire, Plan, Save IRA, 401K, Healthcare, Longevity, TaxesSee omnystudio.com/listener for privacy information.
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79
Annuities, Taxes, and Your Retirement
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, control, and confidence in retirement planning, particularly regarding hidden fees in variable annuities and the potential benefits of 1035 exchanges. The discussion also covers the tax implications of retirement accounts, the concept of the lump sum time bomb, and strategies for minimizing tax burdens. Throughout the conversation, Shyman encourages listeners to take proactive steps in their financial planning and to seek professional guidance If you have any questions about retirement planning call Wilsave Financial 833-945-7283 or click here to visit our website Retire, Plan, Save IRA, 401K, Healthcare, Longevity, TaxesSee omnystudio.com/listener for privacy information.
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78
Will You be Able to Retire Happily? And Client Circle Guest Sandy
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 importance of early savings. They emphasize the need for a comprehensive plan that includes estate planning and beneficiary designations, as well as the benefits of Roth conversions and annuities for guaranteed income. The episode also features a client circle segment with Sandy, who shares her positive experience with Will Save Financial, and a discussion on the role of humor in enhancing happiness during retirement. If you have any questions about retirement planning call Wilsave Financial 833-945-7283 or click here to visit our website Retire, Plan, Save IRA, 401K, Healthcare, Longevity, TaxesSee omnystudio.com/listener for privacy information.
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77
Understanding The "Buffet" Indicator
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, the downsizing dilemma, the importance of savings, and the impact of inflation on retirement income. He also explores the Buffett Indicator and its implications for market trends, the emotional side of retirement, and provides practical solutions to common retirement scenarios. If you have any questions about retirement planning call Wilsave Financial 833-945-7283 or click here to visit our website. Retire, Plan, Save IRA, 401K, Healthcare, Longevity, TaxesSee omnystudio.com/listener for privacy information.
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76
Creating Retirement Security in Chaotic Times
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 solid retirement plan, especially as many Americans feel unprepared for retirement. The conversation explores the emotional aspects of retirement, the necessity of managing negative emotions, and the challenges faced by younger generations regarding retirement. Real-life success stories illustrate how individuals can overcome obstacles through effective planning. The episode concludes with practical scenarios that highlight the importance of personalized retirement strategies If you have any questions about retirement planning call Wilsave Financial 833-945-7283 or click here to visit our website Retire, Plan, Save IRA, 401K, Healthcare, Longevity, Taxes See omnystudio.com/listener for privacy information.
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75
Successful Retirement Doesn't Happen By Accident
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, building a smart income distribution strategy, and understanding the tax implications of retirement savings. The conversation also touches on the impact of divorce on financial stability and provides real-life scenarios to illustrate the complexities of retirement planning. Steve encourages listeners to take proactive steps in their financial planning and offers complimentary appointments to help them navigate their retirement journey. If you have any questions about retirement planning call Wilsave Financial 833-945-7283 or click here to visit our website. Retire, Plan, Save IRA, 401K, Healthcare, Longevity, TaxesSee omnystudio.com/listener for privacy information.
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74
Safe Savings or Market Risk, Which is Better for You?
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 highlights the need for a comprehensive retirement strategy that considers longevity, inflation, and personal goals. The conversation also explores the concept of phased retirement, allowing individuals to transition gradually into retirement while maintaining financial stability. Real-life scenarios illustrate the complexities of retirement planning, including legacy considerations and the implications of life insurance policies If you have any questions about retirement planning call Wilsave Financial 833-945-7283 or click here to visit our website Retire, Plan, Save IRA, 401K, Healthcare, Longevity, TaxesSee omnystudio.com/listener for privacy information.
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73
Sabotaging Your Retirement Without Even Knowing It?
In this episode, Steve Shyman discusses common financial mistakes that baby boomers make as they approach retirement. The conversation covers critical topics such as the implications of Social Security, the importance of early retirement contributions, risk management in investments, and the necessity of tax planning. Additionally, the episode highlights the challenges faced in the first year of retirement, including emotional and financial decision-making. Listeners are encouraged to take proactive steps in their retirement planning to ensure financial security and peace of mind If you have any questions about retirement planning call Wilsave Financial 833-945-7283 or click here to visit our website Retire, Plan, Save IRA, 401K, Healthcare, Longevity, TaxesSee omnystudio.com/listener for privacy information.
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72
Government Seed money for newborns: A New Era of Retirement planning?
In this episode of Protecting Your Assets, hosts Steve Shyman discusses a proposed government initiative to provide $1,000 seed money for newborns to invest in tax-deferred accounts. He explores the implications of this initiative on retirement planning and the potential widening of wealth gaps. The conversation then shifts to the impact of financial stress on individuals, highlighting a study that reveals how mindset influences financial behaviors. The hosts emphasize the importance of proactive retirement planning and the benefits of seeking professional guidance to alleviate financial anxiety If you have any questions about retirement planning call Wilsave Financial 833-945-7283 or click here to visit our website Retire, Plan, Save IRA, 401K, Healthcare, Longevity, TaxesSee omnystudio.com/listener for privacy information.
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71
Strategies for Reliable Retirement Income
In this episode of Protecting Your Assets, Steve Shyman discusses the importance of financial planning for retirement, addressing common financial missteps and how to avoid them. He emphasizes the emotional aspect of money management and the need for clarity, control, and confidence in financial decisions. The conversation covers various topics including the significance of Social Security, the role of pensions and annuities, and the implications of the 4% rule in retirement planning If you have any questions about retirement planning call Wilsave Financial 833-945-7283 or click here to visit our website Retire, Plan, Save IRA, 401K, Healthcare, Longevity, TaxesSee omnystudio.com/listener for privacy information.
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70
Get the Three C's For Your Retirement Money & Lifestyle
In this episode of Protecting Your Assets, Steve Shyman discusses the current economic climate, highlighting warnings from Jamie Dimon about potential risks in the financial markets. The conversation shifts to retirement spending patterns, emphasizing the importance of having a flexible withdrawal strategy. Steve stresses the need for clarity, control, and confidence in retirement planning, and introduces insights from Arthur Brooks on the balance between financial security and happiness If you have any questions about retirement planning call Wilsave Financial 833-945-7283 or click here to visit our website Retire, Plan, Save IRA, 401K, Healthcare, Longevity, TaxesSee omnystudio.com/listener for privacy information.
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69
Maximizing Enjoyment in Retirement w client circle guest Char
In this episode, Steve Shyman discusses the various stages of retirement planning, emphasizing the importance of preparation, purpose, and financial security. He outlines the pre-retirement phase, the launch into retirement, the honeymoon phase, and the need for ongoing purpose and structure in retirement. The conversation also highlights the significance of working with fiduciaries and understanding investment management, as well as the critical role of tax planning in ensuring a secure retirement If you have any questions about retirement planning call Wilsave Financial 833-945-7283 or click here to visit our website Retire, Plan, Save IRA, 401K, Healthcare, Longevity, TaxesSee omnystudio.com/listener for privacy information.
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68
Uncovering Successful Retirement Secrets
On this episode of Protecting Your Assets, Steve Shyman discusses the secrets to retiring with ease, emphasizing the importance of building multiple income sources, ensuring guaranteed income, and simplifying financial accounts. He also explores the philosophical aspects of finding one's essence and the realities of retirement savings, providing listeners with actionable strategies to enhance their financial security and overall well-being in retirement. If you have any questions about retirement planning call Wilsave Financial 833-945-7283 or click here to visit our website Retire, Plan, Save IRA, 401K, Healthcare, Longevity, TaxesSee omnystudio.com/listener for privacy information.
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67
Understanding Economic Signals, The Impact of Financial Security with client circle guest Cruz
In this episode, Steve Shyman discusses the importance of financial planning in uncertain economic times. He highlights unconventional economic indicators, such as the lipstick index and cardboard index, that can provide insights into consumer behavior and market trends. The conversation emphasizes the need for proactive retirement planning and shares real-life client experiences that showcase the peace of mind that comes from having a solid financial strategy. Also on today's show Client Circle Guest Cruz who is a current insurance advisory client of Wilsave Financial. If you have any questions about retirement planning call Wilsave Financial 833-945-7283 or click here to visit our website Retire, Plan, Save IRA, 401K, Healthcare, Longevity, TaxesSee omnystudio.com/listener for privacy information.
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66
5 Pillars of Well-Being: A Guide to Happiness
In this episode of Protecting Your Assets, Steve Shyman discusses the current financial landscape marked by uncertainty, inflation, and market volatility. He emphasizes the importance of proactive retirement planning and diversifying portfolios to safeguard against potential downturns. The conversation also explores the concept of the 'Happiness 401k,' highlighting the interconnectedness of financial health and overall well-being, as inspired by Carl Jung's five pillars of happiness. If you have any questions about retirement planning call Wilsave Financial 833-945-7283 or click here to visit our website Retire, Plan, Save IRA, 401K, Healthcare, Longevity, TaxesSee omnystudio.com/listener for privacy information.
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65
Risky Assumptions in Retirement Planning
In this episode of Protecting Your Assets, Steve Shyman discusses the importance of having a solid retirement plan amidst economic uncertainty. He highlights risky assumptions that retirees often make, such as relying solely on market performance or underestimating the impact of inflation. The conversation emphasizes the need for guaranteed income streams and the potential benefits of tax strategies during market downturns. If you have any questions about retirement planning call Wilsave Financial 833-945-7283 or click here to visit our website Retire, Plan, Save IRA, 401K, Healthcare, Longevity, TaxesSee omnystudio.com/listener for privacy information.
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64
Dealing with Retirement Uncertainty and Client Circle Guest Sandy
In this episode of Protecting Your Assets, Steve Shyman discusses the importance of having a solid retirement plan amidst the uncertainties of the current financial landscape. He emphasizes the need for safe money strategies to protect wealth and ensure a stress-free retirement. The conversation also features a client success story with Sandy, who shares her positive experience with Will Save Financial. If you have any questions about retirement planning call Wilsave Financial 833-945-7283 or click here to visit our website Retire, Plan, Save IRA, 401K, Healthcare, Longevity, TaxesSee omnystudio.com/listener for privacy information.
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63
Economic Updates and Client Circle Guest Richard
In this conversation, Steve Shyman discusses the current economic uncertainty and its impact on retirement planning. He emphasizes the importance of having a solid financial plan that includes safe investments to protect against market volatility. The discussion also covers common myths surrounding Social Security and the potential risks of privatization, advocating for maintaining the current system to ensure financial security for retirees. Also on today's show Client Circle guest Richard. If you have any questions about retirement planning call Wilsave Financial 833-945-7283 or click here to visit our website Retire, Plan, Save IRA, 401K, Healthcare, Longevity, TaxesSee omnystudio.com/listener for privacy information.
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62
Safe Money with Special Guest Bron Urbanick VP American Equity
In this episode of Protecting Your Assets, host Steve Shyman and guest Bron Urbanik discuss various aspects of financial services, focusing on retirement planning and the importance of consumer protection. Bron shares his experiences as a bank liquidation specialist during the FDIC's involvement in bank closures, highlighting the measures taken to protect consumers during financial crises. The conversation transitions to the significance of safe money strategies, particularly index annuities, and the risks associated with market volatility, including the sequence of returns risk that can impact retirement income. If you have any questions about retirement planning call Wilsave Financial 833-945-7283 or click here to visit our website Retire, Plan, Save IRA, 401K, Healthcare, Longevity, TaxesSee omnystudio.com/listener for privacy information.
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61
Don't Worry, Retire Happy, with Special Guest Tom Hegna
On this week’s episode, Steve Shyman and Tom Hegna discuss essential strategies for retirement planning, emphasizing the importance of guaranteed income, maximizing social security benefits, and the psychological aspects of spending in retirement. Hegna shares insights from his books, highlighting the need for a solid financial plan and the benefits of annuities. The discussion also touches on the concept of hybrid retirement, where individuals can balance work and leisure, and the importance of having a financial advisor to navigate retirement complexities. If you have any questions about retirement planning call Wilsave Financial 833-945-7283 or click here to visit our website Retire, Plan, Save IRA, 401K, Healthcare, Longevity, TaxesSee omnystudio.com/listener for privacy information.
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60
What to Do About Today's Economic Concerns with Client Circle Guests Kent & Bobbie
Welcome on into Protecting Your Assets powered by Will Say Financial. Let's talk about some major economic headlines because they are prevalent and scary but most importantly what can you do in the face of what's going on. Clint Circle guests Kent & Bobbie join us today as well to discuss their experience with Wilsave Financial. If you have any questions about retirement planning call Wilsave Financial 833-945-7283 or click here to visit our website Retire, Plan, Save IRA, 401K, Healthcare, Longevity, TaxesSee omnystudio.com/listener for privacy information.
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59
Scary Economic News: What It May Mean & What You Can Do
Welcome to Protecting Your Assets powered by WilSave Financial. Uncertainty, It's on the rise. It's all around us. Let's talk about what's going on in the news and most importantly what you can do to protect and grow your wealth. If you have any questions about retirement planning call Wilsave Financial 833-945-7283 or click here to visit our website Retire, Plan, Save IRA, 401K, Healthcare, Longevity, TaxesSee omnystudio.com/listener for privacy information.
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58
Retirement Planning with Special Guest Kim Allen
On this edition of Protecting Your Assets I'm Steve Shyman with Wilsave Financial welcomes special guest Kim Allen to the show today. We will discuss the latest hot topics concerning retirees and try to give you some clarity on what you need to do financially. If you have any questions about retirement planning call Wilsave Financial 833-945-7283 or click here to visit our website Retire, Plan, Save IRA, 401K, Healthcare, Longevity, TaxesSee omnystudio.com/listener for privacy information.
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57
Inflation Up, Social Security Uncertain, What Can You Do?
Welcome on in to protecting your assets, Inflation is still marching forward. Social Security cuts look more more likely so what can you do to make sure that you don't run out of money and make your money go farther? We dive in on today's show. If you have any questions about retirement planning call Wilsave Financial 833-945-7283 or click here to visit our website Retire, Plan, Save IRA, 401K, Healthcare, Longevity, TaxesSee omnystudio.com/listener for privacy information.
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56
Peak 65, More of Us are hitting Retirement Daily, Are You Ready?
This week on Protecting Your Assets: America has hit a major milestone, it's what experts call Peak 65. Peak 65 means, now, more people than ever are turning sixty five and stepping into retirement. The big question facing the Peak 65ers is am I really ready for retirement. If you have any questions about retirement planning call Wilsave Financial 833-945-7283 or click here to visit our website Retire, Plan, Save IRA, 401K, Healthcare, Longevity, TaxesSee omnystudio.com/listener for privacy information.
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55
What to Know About Crypto for Your Portfolio
Welcome to Protecting Your Assets with Steve Shyman with Will Save Financial. We talk about finances and your retirement every week and today we're going to talk about cryptocurrency and more so stay tuned. If you have any questions about retirement planning call Wilsave Financial 833-945-7283 or click here to visit our website Retire, Plan, Save IRA, 401K, Healthcare, Longevity, TaxesSee omnystudio.com/listener for privacy information.
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54
Social Security Changes We Need to Know with YouTube Star Ed Weir
Welcome to protecting your assets with Steve Shyman of Will Save Financial. Today we've got a power packed show with a real life social security expert that's going to talk to us about everything social security including what's going wrong and what we can do to fix it. YouTube star Ed Weir joins the program next. If you have any questions about retirement planning call Wilsave Financial 833-945-7283 or click here to visit our website Retire, Plan, Save IRA, 401K, Healthcare, Longevity, TaxesSee omnystudio.com/listener for privacy information.
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53
New Year, New Risks with Client Circle Guest Linda
Welcome to another edition of Protecting Your Assets. It's a whole new year with a lot of changes. Which means a lot to discuss concerning retirement savings and planning. Client Circle Guest Linda also joins the show to discuss her experience with Wilsave Financial. So let's get started. If you have any questions about retirement planning call Wilsave Financial 833-945-7283 or click here to visit our website Retire, Plan, Save IRA, 401K, Healthcare, Longevity, TaxesSee omnystudio.com/listener for privacy information.
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52
Understanding Insurance for Your Retirement Income with Special Guest Bron Urbanik
On this edition of Protecting Your Assets host Steve Shyman talks retirement with a special guest. His name is Bron Urbanik, a regional vice president of a major provider of safe money products, fixed index annuities, American Equity. Stay tuned. If you have any questions about retirement planning call Wilsave Financial 833-945-7283 or click here to visit our website Retire, Plan, Save IRA, 401K, Healthcare, Longevity, TaxesSee omnystudio.com/listener for privacy information.
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51
Big Concerns Facing Today's Retirees
This is Steve Shyman with WilSave Financial and you're listening to Protecting Your Assets where today we're going to talk about one of the world's leading investment banks just dropping five critical concerns that retirees could face in 2025 so let's get into it. If you have any questions about retirement planning call Wilsave Financial 833-945-7283 or click here to visit our website Retire, Plan, Save IRA, 401K, Healthcare, Longevity, TaxesSee omnystudio.com/listener for privacy information.
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ABOUT THIS SHOW
On Protecting Your Assets with Steve Shyman, Chicago's retirement, income and wealth coach helps thousands of people plan for a better financial life. Steve helps his clients avoid financial industry traps and manage as much risk, distress and confusion as possible. He treats the goals/objectives of each of his clients as if they were his own, in order to provide sound financial advice.Secure the peace of mind that you're entitled to. Meet with a fiduciary who commits himself to honest and integrity.
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Steve Shyman
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