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内容由Mari and Protect Your Assets | Cumulus Media San Francisco提供。所有播客内容(包括剧集、图形和播客描述)均由 Mari and Protect Your Assets | Cumulus Media San Francisco 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.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
内容由Mari and Protect Your Assets | Cumulus Media San Francisco提供。所有播客内容(包括剧集、图形和播客描述)均由 Mari and Protect Your Assets | Cumulus Media San Francisco 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.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 questions@pyaradio.com 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

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Manage episode 442868474 series 2342924
内容由Mari and Protect Your Assets | Cumulus Media San Francisco提供。所有播客内容(包括剧集、图形和播客描述)均由 Mari and Protect Your Assets | Cumulus Media San Francisco 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.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 questions@pyaradio.com 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

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