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.
Episodes
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The Markets are up and Down, the World is Uncertain, What Should I Do?
Steve Shyman and Morgan Patrick discuss uncertainty and the hesitation some people feel about seeking financial help. Their conversation considers cybersecurity, service disruptions and why digital risks also belong in a discussion about financial resilience. Call 833-945-7283 for a no-cost,...
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Bond Market Alert and What it Means for Your Future, and Client Circle Guest Mary
In this episode, Steve Shyman discusses the current economic landscape, the impact of AI on inflation, and strategies for retirement planning. Listeners will learn how to create guaranteed income streams, avoid common pitfalls, and take proactive steps toward financial security. If you have any...
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Estate Planning with Jim Meason and a Client Circle Guest
In this episode, Steve Shyman and estate planning attorney Jim Meason discuss the importance of proactive estate planning, avoiding probate, and protecting your assets. They share real-life stories, legal insights, and practical tips to help listeners secure their financial future. A Client…
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What You need to Know About Roth Conversions
In this episode, Steve Shyman from WilSave Financial discusses essential retirement planning strategies. These strategies include the four percent rule, Roth conversions, and managing cash reserves, to help listeners secure their financial future amidst economic uncertainty. If you have any...
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Fixed Index Annuity vs Bonds, Which is better for the Portfolio?
In this episode, Steve Shyman discusses strategies for retirement planning, including the benefits of fixed index annuities over bonds, managing early retirement, and how to protect your assets in uncertain economic times. If you have any questions about retirement planning call Wilsave Financial...
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Should I Delay Social Security or Take it Now
In this episode, Steve Shyman from WilSave Financial discusses market updates, retirement planning strategies, and how to navigate Social Security rules. Learn how to protect your assets and ensure a secure retirement with practical advice and real-life scenarios. If you have any questions about...
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Creating Financial Sanity in an Uncertain World and Client Circle Guest Phyllis & Walter
In this episode, Steve Shyman from WilSave Financial discusses how to navigate uncertain economic times, the importance of guaranteed retirement strategies, and the benefits of safe investment options like annuities and IULs. Learn how to protect your assets and plan confidently for the future....
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The World is Uncertain, But You Don't have to be, and Client Circle Guest Mary
In this episode, Steve Shyman discusses current economic signals, the importance of strategic planning for retirement, and how to safeguard your assets amidst global uncertainties. Steve explores practical steps for listeners to secure their financial future and Client Circle guest Mary. If you...
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Should I Work Part-time in Retirement? And Client Circle Guest Victor
In this episode, Steve Shyman from WilSave Financial discusses current economic trends, retirement planning strategies, and how to protect your assets in uncertain times. Listeners will learn about market risks, the importance of a solid retirement plan, and available strategies to secure their...
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Global Economy, Inherited IRA's, Arthur Brooks, with Client Circle Guest Katy
In this episode, Steve Shyman discusses current market conditions, the importance of safe money strategies, inherited IRA planning, and how kindness can impact happiness. They provide practical advice for retirees and those planning for retirement to protect their assets and secure their future.…
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Feeling uncertain about your financial future? You're not alone.
On this week's episode of Protecting Your Assets with Steve Shyman: In today’s uncertain economic climate, many individuals are grappling with the best strategies for retirement planning. With market fluctuations, inflationary pressures, and geopolitical risks, having a solid financial plan has...
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Economy, Fraud, & Taxes plus Client Circle Guest Pete
In this episode, Steve Shyman discusses the current economic climate, retirement planning strategies, and how to protect yourself from scams, especially with the rise of AI-driven fraud. He shares practical advice and real-life scenarios to help listeners prepare for a secure future. Steve will...
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Retirement on Autopilot? With Client Circle Guest Barry
In this episode, Steve Shyman from WilSave Financial shares insights on retirement planning, including the importance of personalized strategies, avoiding common pitfalls like target date funds, and the value of a paycheck dress rehearsal. Discover practical tips to secure your financial future…
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America's 250 with Client Circle Guest Skip
Celebrating 250 years of American independence, this episode explores the history, foundational principles, and future strategies for financial security and wealth building in America. Hosted by Steve Shyman, it emphasizes the importance of proactive retirement planning, safe money strategies…
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Can Your Retirement Plan Handle the Chaos?
In this episode, Steve Shyman discusses the current global market risks, the importance of structured retirement planning, and how to protect your assets in uncertain times. Steve covers topics like geopolitical risks, interest rate forecasts, AI infrastructure, and the benefits of annuities. If...
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Is the Market Dangerously Overpriced? What Can You do Right Now?
In this episode, Steve Shyman discusses the current market overvaluation using the Cape-Shiller index, historical crashes, and how to protect your retirement savings from potential downturns. Learn actionable strategies to secure your financial future amidst economic uncertainties. If you have…
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Will Uncertainty End? And Client Circle Guests Tony and Marilyn
In this episode, Steve Shyman discusses the current economic climate, safe money strategies, and the importance of proper retirement planning. He also shares insights on annuities, market uncertainty, and effective communication with clients, along with a special segment on dating and personal...
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Inflation, Uncertainty, and AI
In this episode, Steve Shyman discusses the current economic climate, retirement planning strategies, the impact of inflation, and the role of AI in finance. Listeners will learn how to adapt their retirement plans to market changes, leverage guaranteed income solutions, and navigate the evolving...
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Positive Retirement Ideas in a Confusing Time
In this episode, Steve Shyman from WilSave Financial discusses current economic challenges, safe retirement strategies, and the importance of emotional well-being. Topics include geopolitical tensions, inflation, interest rates, AI impacts, and personalized retirement planning. If you have any...
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Eye of The Hurricane Retirement Planning
In this episode, Steve Shyman discusses the current volatile market environment, retirement planning strategies, and how to protect your assets amidst chaos. Learn practical tips on managing risk, understanding market cycles, and creating a resilient retirement plan. If you have any questions…
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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…
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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…
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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…
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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…
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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...
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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...
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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....
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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…
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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...
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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…
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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…
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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…
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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...
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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…
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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...
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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…
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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...
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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...
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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....
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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...
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.
Hosted by
Steve Shyman
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