Protecting Your Assets with Steve Shyman: Recent Episodes
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.
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 never been more crucial. Today we will explore key insights from financial professional Steve Shyman, who shares essential strategies for safeguarding your assets and ensuring a comfortable 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, Taxes
See omnystudio.com/listener for privacy information.
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 also be joined by Client Circle Guest Pete. You don't want to miss 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, Taxes
See omnystudio.com/listener for privacy information.
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 and enjoy a confident retirement. Client Circle guest this week is Barry as Steve interviews him about his 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, Taxes
See omnystudio.com/listener for privacy information.
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, and understanding the American spirit of innovation and resilience.
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.
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 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.
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 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.
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 relationships.
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.
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 landscape of AI technology.
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.
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 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.
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 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.
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, Taxes
See omnystudio.com/listener for privacy information.
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, Taxes
See omnystudio.com/listener for privacy information.
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, Taxes
See omnystudio.com/listener for privacy information.
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, Taxes
See omnystudio.com/listener for privacy information.
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.
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, Taxes
See omnystudio.com/listener for privacy information.
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, Taxes
See omnystudio.com/listener for privacy information.
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, Taxes
See omnystudio.com/listener for privacy information.
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, Taxes
See omnystudio.com/listener for privacy information.
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, Taxes
See omnystudio.com/listener for privacy information.
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, Taxes
See omnystudio.com/listener for privacy information.
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, Taxes
See omnystudio.com/listener for privacy information.
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, Taxes
See omnystudio.com/listener for privacy information.
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, Taxes
See omnystudio.com/listener for privacy information.
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, Taxes
See omnystudio.com/listener for privacy information.
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, Taxes
See omnystudio.com/listener for privacy information.
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, Taxes
See omnystudio.com/listener for privacy information.
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, Taxes
See omnystudio.com/listener for privacy information.
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, Taxes
See omnystudio.com/listener for privacy information.
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, Taxes
See omnystudio.com/listener for privacy information.
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, Taxes
See omnystudio.com/listener for privacy information.
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, Taxes
See omnystudio.com/listener for privacy information.
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, Taxes
See omnystudio.com/listener for privacy information.
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, Taxes
See omnystudio.com/listener for privacy information.
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.
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, Taxes
See omnystudio.com/listener for privacy information.
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, Taxes
See omnystudio.com/listener for privacy information.
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, Taxes
See omnystudio.com/listener for privacy information.
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, Taxes
See omnystudio.com/listener for privacy information.
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, Taxes
See omnystudio.com/listener for privacy information.
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, Taxes
See omnystudio.com/listener for privacy information.
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, Taxes
See omnystudio.com/listener for privacy information.
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, Taxes
See omnystudio.com/listener for privacy information.
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, Taxes
See omnystudio.com/listener for privacy information.
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, Taxes
See omnystudio.com/listener for privacy information.
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, Taxes
See omnystudio.com/listener for privacy information.
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, Taxes
See omnystudio.com/listener for privacy information.
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, Taxes
See omnystudio.com/listener for privacy information.
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, Taxes
See omnystudio.com/listener for privacy information.
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, Taxes
See omnystudio.com/listener for privacy information.
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, Taxes
See omnystudio.com/listener for privacy information.
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, Taxes
See omnystudio.com/listener for privacy information.
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, Taxes
See omnystudio.com/listener for privacy information.
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, Taxes
See omnystudio.com/listener for privacy information.
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, Taxes
See omnystudio.com/listener for privacy information.
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, Taxes
See omnystudio.com/listener for privacy information.
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, Taxes
See omnystudio.com/listener for privacy information.
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, Taxes
See omnystudio.com/listener for privacy information.
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, Taxes
See omnystudio.com/listener for privacy information.
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, Taxes
See omnystudio.com/listener for privacy information.
Coming up on this edition of Protecting Your Assets: Hey Steve Shyman is just like you he wants to retire with confidence. There are some significant changes in retirement planning that are coming in 2025 so listen up.
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.
Welcome to another episode of "Protecting Your Assets" we talk all about retirement and today we're going to bring up a really interesting article from USA Today about how people think about retirement. All that and more 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, Taxes
See omnystudio.com/listener for privacy information.
On this edition of "Protecting Your Assets" we're often told that retirement is that magical time when worries just fade away but in reality for many boomers retirement comes with its own set of concerns and today we'll talk about some things to do, and not do, to help you get through 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, Taxes
See omnystudio.com/listener for privacy information.
On this week's edition of "Protecting Your Assets" we're going to talk about retirement, those golden years. We spend our whole lives working for it. We dream of lazy days and travel. In fact, we're going to have a client circle interview later on today. One client who's maximizing their efforts. 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, Taxes
See omnystudio.com/listener for privacy information.
Coming up on today's show, trick-or-treating season is here and we're going house to house for some Halloween sweets and talk about how that symbolizes the richest retirement strategies. Don't miss this candy craving celebration!
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.
Welcome to Protecting Your Assets. Today we're going to celebrate the changing of seasons and make sure you don't get left out in the cold. Don't miss our special seasonal tips that you need to know to maximize your financial success.
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.
Do you want to retire like royalty? Well we've got four hard lessons learned by monarchs about money and we're going to share them with you so you can keep your fortune safe in your own castle.
If you have any questions about your retirement situation call
Wilsave Financial 833-945-7283 or click here to visit the website.
Retire, Plan, Save, 401K, IRA, Roth, Healthcare, Taxes
See omnystudio.com/listener for privacy information.
Today on Protecting Your Assets we're going to talk about Presidential history and the 12 key decisions that create true success in life according to Warren Buffett.
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.
On this edition of "Protecting Your Assets" we will dive into scams that are out there to be aware of that are focusing on retirees. We will discuss the latest articles concerning market uncertainty, and also the record number of bankruptcies. What does it all mean to your retirement?
If you have any questions about your own retirement call
Wilsave Financial 833-945-7283 or click here to visit our website.
Retiring, Retirement, Saving, Save, Plan, Planning, 401K, Pension, IRA,
See omnystudio.com/listener for privacy information.
You're five years for your five years away from retirement. Are you prepared for that financially and emotionally? Let's make sure you have your bases covered
If you have any questions about your own retirement call Wilsave Financial 833-945-7283 or click here to visit our website.
Retiring, Retirement, Saving, Save, Plan, Planning, 401K, Pension, IRA,
See omnystudio.com/listener for privacy information.
A question I hear a lot is, should I do a Roth conversion? As you might guess, the answer depends on your circumstances. But let's talk about some reasons when it might make sense and some reasons when it might not.
If you have any questions about your own retirement call
Wilsave Financial 833-945-7283 or click here to visit our website.
Retiring, Retirement, Saving, Save, Plan, Planning, 401K, Pension, IRA,
See omnystudio.com/listener for privacy information.
On this week's show we're going to go over a lot of retirement readiness that you need to know about. We will go over the importance of creating a roadmap that will get you not only to retirement, but all the way through retirement. We will discuss 5 steps that need to be included in your planning 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, Taxes
See omnystudio.com/listener for privacy information.
On today's show we've got a very special guest, Kim Allen, fellow advisor and we're going to talk about all the latest financial news. How confusing the information is and most importantly how to create financial certainty in an uncertain world. So stay tuned, we're going to have a great show.
If you have any questions about your own retirement call Wilsave Financial
833-945-7283 or click here to visit our website.
Retirement, Planning, Saving, 401K, IRA, TSP, Healthcare,
See omnystudio.com/listener for privacy information.
On this edition of Protecting Your Assets. We're going to talk about how you can find a financial advisor and not just anyone, but the right one. We will discuss the steps you need to go through to make sure you're doing that right.
If you have any questions about your retirement situation
call Wilsave Financial 833-945-7283 or click here to visit our website.
Retirement, Planning, Saving, 401K, IRA, TSP, Healthcare,
See omnystudio.com/listener for privacy information.
On this edition of "Protecting Your Assets" we talk good news and bad news for retirees. How do you handle uncertainty in retirement? Client Circle Guest Bruce will inspire you to get off the couch and get moving in retirement.
If you have any questions about your retirement planning call
Wilsave Financial 833-945-7283 or click here to visit our website.
Planning, Retiring, Saving, 401K, IRA, TSP, 403B, Taxes
See omnystudio.com/listener for privacy information.
Baby Boomers are retiring at 10,000 per day on average and this will impact those already in retirement. On this week’s show we dig into those areas that could change for you. 5 years away from retirement where should your focus be? We have a few keys to dial in on. Retirement “curve” balls that you are not expecting, but you need to be aware of them.
If you have questions about your own retirement call Wilsave Financial 833-945-7283
Or click here to visit our website.
Retirement, Retire, Plan, Planning, Save, Saving, 401K, Roth, Taxes
See omnystudio.com/listener for privacy information.
On this week's show we jump on the 4% Rule and does it still hold water? So many things will impact you as you move through retirement and your withdrawal rate from you accounts will need to make your money last. We will discuss how to do that very thing.
If you have questions about your own retirement call Wilsave Financial 833-945-7283 or click here to visit our website.
Or click here to visit our website.
Retirement, Retire, Plan, Planning, Save, Saving, 401K, Roth, Taxes
See omnystudio.com/listener for privacy information.
On this week's show Steve Shyman welcomes special guest Bron Urbanick VP American Equity. The discussion will be around understanding the challenges facing retirement and planning for those challenges.
If you have questions concerning your own retirement call 833-945-7283
Or click here to visit our website.
Retirement, Plan, Planning, Save, Saving, 401K, Annuity, IRA, Roth
See omnystudio.com/listener for privacy information.
On this week’s show we discuss possible surprises that if you’re not ready for them can wreck your retirement goals. Is your 401K doing all it can for you? We will dive in. We go into real numbers and what they mean, CPI, inflation, all coming up on today’s show.
If you have any questions regarding your retirement contact Wilsave Financial
833-945-7283 or click here to visit our website.
Retire, Save, Plan, Taxes, 401K, IRA, Healthcare,
See omnystudio.com/listener for privacy information.
On this week’s show we discuss the current state of the economy and what it could mean for retirement. What are we most afraid of as we head toward retirement? Great question and we will discuss some answers. Every retirement journey will encounter rough patches so it’s important to recognize them and maneuver.
If you have any questions contact Wilsave Financial 833-945-7283
or click here to visit our website.
Retirement, Taxes, Planning, 401K, Healthcare, Saving, 403B, IRA
See omnystudio.com/listener for privacy information.
On this week’s show Retirement misconceptions that can be detrimental to planning. We will also discuss the little things that can make a big difference in planning for your golden years. Client Circle Guest Bernie joins the show.
If you have questions about your own planning call Wilsave Financial 833-945-7283 or click here to visit the website.
Retirement, Saving, Planning, IRA, Roth, Taxes, Healthcare, Pension
See omnystudio.com/listener for privacy information.
On this week’s show we talk regret. Could of, should of, or would of is not what you want to be saying about your retirement. We go over some big ones and how you to avoid them. How can you achieve a carefree retirement? We dive in on planning for your retirement success.
If you have any questions concerning your retirement
call Wilsave Financial 833-945-7283 or click here to visit our website.
Retirement. Planning, Saving, 401K, Roth, Taxes, Healthcare
See omnystudio.com/listener for privacy information.
On this edition of the show we tackle tips to help you get to retirement. We will discuss the latest as well as the tried and true. Couples headed to retirement need to be on the same page, but many are not. Client Circle guest Corrine and more Happiness 401K.
If you have any questions concerning your retirement call
Wilsave Financial 833-945-7283 or click here to visit our website.
Retirement, Planning, Saving, Annuity, Taxes, Roth, IRA, 401K
See omnystudio.com/listener for privacy information.
On this week’s show we jump on the dangers of inflation and what it could mean to retirees. We have questions you need to be asking your advisor if you haven’t already. Everybody could make some mistakes when it comes to retirement so we thought we would point out some big boo-boos so you can avoid them. Happiness 401K discussion and Client Circle Guest Mary.
If you have any questions call Wilsave Financial 833-945-7283 or click here to visit our website.
Retire, Retiring, Retirement, Plan, Save, 401K, Roth, Pension,
See omnystudio.com/listener for privacy information.
On this week’s show we discuss the parallels between the game of golf and retirement planning. We get into life lessons we can learn from planning for our retirement years.
If you have any questions call Wilsave Financial 833-945-7283
or click here to visit our website.
Retirement, Saving, Planning, Roth, IRA, 401K, Healthcare, Legacy
See omnystudio.com/listener for privacy information.
On this week’s show how the higher cost of living we are experiencing will impact you in retirement. We discuss the big three hurdles you will need to clear. The 4% rule that many follow when withdrawing funds in retirement is dated and we will explain why. We will also throw questions out that you need to have the answers for while planning. We will also answer those very questions so take notes.
If you have any questions concerning your retirement
call Wilsave Financial 833-945-7283 or click here to visit our website.
Retiring, Planning, Saving, Healthcare, 401K, Roth, Taxes
See omnystudio.com/listener for privacy information.
On this week’s show we will discuss changes that will be coming when you enter retirement. How you choose to deal with the changes is vital. Having a plan will help navigate. Retirement and retirement planning has evolved over the last 50 years, we will discuss the Modern Retirement compared to what we all know as traditional retirement. Client Circle guest Eileen joins Steve Shyman and this week's installment of the Happiness 401K
If you have any questions concerning your retirement call Wilsave Financial
833-945-7283 or click here to visit our website.
Retirement, Risk, Planning, Taxes, Saving, 401K, Roth
See omnystudio.com/listener for privacy information.
On this edition we dive into hoops, analogies, and tie it to retirement planning. Sound fun? Buckle up and learn something. Knowing and mastering fundamentals in basketball is a key to success and the same can be said for planning for retirement. Learning from the legends of coaching can help in the game of retirement.
If you have any questions concerning your retirement call Wilsave Financial 833-945-7283 or click here and visit our website.
Retire, Retiring, Retirement, Plan, Save, 401K, Roth, Pension,
See omnystudio.com/listener for privacy information.
On this week’s show we discuss navigating taxes in retirement. The Roth is one tool that has been around since the late 90’s and we will discuss the benefits. Happiness 401K has become a staple on the show, because we all want to find our happy. Client Circle guest this week is Joyce.
If you have any questions call Wilsave Financial 833-945-7283 or click here to visit our website.
Retirement, Planning, Roth, IRA, TSP, Saving, Taxes
See omnystudio.com/listener for privacy information.
Coming up on this week's show we will cover the worst retirement advice and what to do if you are following it. Client Circle guest Dafton joins Steve Shyman, and we talk Happiness 401K and what it is all about.
If you have any questions concerning your retirement
call Wilsave Financial 833-945-7283 or click here to visit our website.
Retire, Plan, Budget, Save, Taxes, Roth, 401K, Pension
See omnystudio.com/listener for privacy information.
On this week’s show we have some fun discussing the similarities between game planning for football and mapping out your retirement. Retire like a champ in 4 easy steps. We will also visit the happiness 401K discussion and why it's so important.
If you have any questions call Wilsave Financial 833-945-7283 or click here to visit the website.
Retire, Save, Plan, Taxes, 401K, Roth, Healthcare
See omnystudio.com/listener for privacy information.
Retirement is all About Change, are you Ready? On this week’s show we will discuss changes that will be coming when you enter retirement. How you choose to deal with the changes is vital. Having a plan will help navigate. Retirement and retirement planning has evolved over the last 50 years, we will discuss the Modern Retirement compared to what we all know as traditional retirement. We dive into the Happiness 401K and why it is so important..
If you have any questions concerning your retirement
call Wilsave Financial 833-945-7283 or click here.
Retirement, Risk, Planning, Taxes, Saving, 401K, Roth
See omnystudio.com/listener for privacy information.
On this week’s show new year financial resolutions. What steps should you be taking to strengthen your finances in the new year? Achieving financial happiness in retirement is possible, but will a different path for each of us. Happiness 401K is always about finding the "Happy" in retirement.
If you have any questions call Wilsave Financial 833-945-7283.
Retirement, Safety, Planning, Saving, 401K, Roth, IRA, Taxes
See omnystudio.com/listener for privacy information.
The importance of financial planning for retirement is a subject we focus on each week. Our friends in Hollywood have long used the subject as a source for comedy. We will provide a few examples, but also stress how serious this is for you as you move toward your own retirement. Happiness 401K and Client Circle guest Kathy.
If you have any questions about retirement planning
call Wilsave Financial 833-945-7283.
Retirement, Planning, Saving, Taxes, Healthcare, 401K, Roth
See omnystudio.com/listener for privacy information.
On this week’s show we discuss things you should be doing as the year comes to end when it comes to retirement planning. Another installment of The Happiness 401K with a Client Circle guest Luz stopping by. We want retirement to be the best that it can be, so we have some planning pitfalls to avoid.
If you have any questions concerning your retirement
call Wilsave Financial 833-945-7283.
Planning, Retiring, Saving, Taxes, 401K, Roth, IRA
See omnystudio.com/listener for privacy information.
On this edition we dive in on Secure Act 2.0 provisions already in play, plus what is coming in 2024. We will also focus on often overlooked questions that can have a big impact on your retirement. Happiness 401K and Client Circle guests Greg & Mary.
If you have any questions concerning your own retirement scenario
call Wilsave Financial 833-945-7283.
Retiring, Planning, Saving, 401K, Roth, IRA, TSP, 403B
See omnystudio.com/listener for privacy information.
On today’s show you’re 10 years out from retirement and planning for retirement is vital. We have financial red zone tips on today’s show. When do you withdraw from your retirement accounts and in what order? We will discuss some winning moves as well as moves to avoid. Also more Happiness 401K discussion along with Client Circle guest Joyce.
If you have any questions around your retirement
call Wilsave Financial 833-945-7283.
Retirement, Income, Taxes, Roth, 401K, Planning, Insurance
See omnystudio.com/listener for privacy information.
On this week’s episode The US Retirement income system received a C+ grade achieving just a score of 63 or should we say underachieving. We will discuss and give you ways to get an A+ retirement plan. Client Circle guest Aida sits down with Steve and talks about her experience with Wilsave Financial as a client.
If you have any questions about your own retirement
call Wilsave Financial 8330945-7283.
Retirement, Pension, Healthcare, Planning, Taxes, Roth, 401K
See omnystudio.com/listener for privacy information.
On this week's show we discuss the latest news from Wall Street and what that means for retirement planning. Running out of money in retirement is the number one fear for retirees, we will go over how to avoid this fate. Creating the Happiness 401K is vital and we will discuss what that means for your bigger picture.
If you have any questions concerning your own retirement
call Wilsave Financial 833-945-7283.
Retirement, 401K, IRA, RMD, Savings, Planning, Taxes
See omnystudio.com/listener for privacy information.
On this week’s show we get into the “Do’s and Don’ts” of retirement planning. Facing your financial fears heading into retirement is very important. First step is identifying those fears and then work on how to overcome those fears. More on the "Happiness 401K" this week.
If you have any questions or concerns about your retirement
call Wilsave Financial 833-945-7283.
Retirement, Planning, 401K, IRA, Taxes, Savings,
See omnystudio.com/listener for privacy information.
On this edition of "Protecting Your Assets" we dive into a recent Northwestern Mutual Study on Financial instability. Some of the top economic articles that will impact retirement make the show this week. Chicago making headlines for all the right reasons. We will also continue our discussion around the happiness 401K.
If you have any questions concerning your retirement
call Wilsave Financial 833-945-7283.
Retire, Savings, Roth, TSP, 401K, Planning, Taxes, 403B
See omnystudio.com/listener for privacy information.
On this week's show we tackle planning for the retirement life you want. We will discuss retirement planning assumptions to avoid. There are six and you will want to make sure you are not following these assumptions. We will also dive in on ‘little” things that can make a big difference in your retirement. We will also feature our Client Circle guests -Greg and Mary.
If you have any questions about your own call Wilsave Financial 833-945-7283.
Planning, Plan, Savings, Save, Taxes, 401K, Roth
See omnystudio.com/listener for privacy information.
On this week's show we start with a deep dive into the Oprah and Arthur Brooks book "Build The Life You Want". The book discusses achieving happiness. The "Happiness 401K" in the book is all about gaining control of your financial life. We will also have a client circle interview with Corrine.
If you have any questions concerning your retirement
call Wilsave Financial 833-945-7283.
Plan, Save, Money, Taxes, IRA, Roth, 401K
See omnystudio.com/listener for privacy information.
On this week's edition we focus in on the latest from the city of Chicago. Foodie news with new restaurant Miru is making a big splash. Best colleges list came out and three local schools made the top 10. Retirement planning can be impacted by the latest financial news we will hit the headlines. Picking the right financial advisor for you is a very important decision. Don't take it lightly. We have a client spotlight on today's show and let us just say you don't want to miss Syble.
If you have any questions concerning your retirement
call Wilsave Financial 833-9457283.
Retire, Save, Plan, 401K, Roth, IRA, Taxes
See omnystudio.com/listener for privacy information.
On this week's edition we dive into all things Chicago. Great restaurants are popping up all over. You want to enjoy your retirement so plan well to achieve that goal. You may want to dine out at one of the new restaurants or take that special vacation once you retire. Coming up we will discuss financial planning myths. What is fact, what is fiction, or what is somewhere in between.
If you have any questions concerning your retirement
call Wilsave Financial 833-945-7283.
Retirement, Planning, Saving, Taxes, 401K, Pension, Roth, Insurance
See omnystudio.com/listener for privacy information.
On this week’s edition we discuss tips that can help you gain control of your finances and your retirement. Real life case studies will be presented. We will also discuss the latest financial news articles that caught the eye of Steve Shyman.
If you have any questions call Wilsave Financial 833-945-7283.
Planning, Retirement, Savings, Taxes, 401K, TSP
See omnystudio.com/listener for privacy information.
On this week’s show we dive into big money mistakes by very familiar names. We will also give you tips on how to avoid the same mistakes. How can an advisor help in similar situations? The reason Steve Shyman is in this business is because his dad made some big financial mistakes late in life that could have been avoided with a plan. We dive in and discuss. Top financial articles that caught the attention of the show we will also make this week's edition.
If you have any questions concerning your retirement
call Wilsave Financial 833-945-7283.
Retirement, Planning, Save, Taxes, 401K, Pension,
See omnystudio.com/listener for privacy information.
On this week’s show we are gearing up for football, so we thought we would compare game planning for the big Sunday game to game planning for your retirement. We will dive into the X’s & O’s of retirement planning. The latest financial news takes center stage and what it means to you and your retirement.
If you have any questions concerning your retirement
contact Wilsave Financial 833-945-7283.
Planning, Retirement, Savings, Taxes, Roth, IRA
See omnystudio.com/listener for privacy information.
On this week's edition host Steve Shyman welcomes special guest Kim Allen. Mr. Allen hails from Ohio and has 30 years in the financial industry and sits in this week to discuss the importance of tax planning.
If you have questions about your retirement and planning for taxes
call Wilsave Financial 833-945-7283.
See omnystudio.com/listener for privacy information.
On this week’s episode we discuss the latest interest rate hike and what it means for retirement planning. Keeping your retirement planning intact during rocky economic times is vital and we will discuss how to do it. Two retirement generations are front and center when it comes to retirement, Generation X-er’s and the Baby Boomers. We discuss the latest numbers.
If you have any questions about your retirement
contact Wilsave Financial 833-945-7283.
Retire, Save, Plan, Roth, 401K, Taxes
See omnystudio.com/listener for privacy information.
On this week’s show we look back and some well known sitcoms that provide interesting financial planning do’s and don’ts. We will also take a look at low-risk high-reward alternatives to build your nest egg. The word annuity doesn’t have to be a bad word and there could be one that would fit well in your retirement plan.
If you have any questions about your own retirement scenario
call Wilsave Financial 833-945-7283.
Retirement, Planning, Saving, Annuity, IRA, Roth, 401K
See omnystudio.com/listener for privacy information.
On this week's edition we discuss the three C's, Clarity, Control, and Confidence. We will also dig into the real purpose of your retirement dollars. It is also quiz time, what does it take to have a successful retirement.
If you have any questions about your retirement
call Wilsave Financial 833-945-7283.
Retire, Retirement, Plan, Planning, Annuity, Insurance, 401K, IRA
See omnystudio.com/listener for privacy information.
On this week's show we discuss the top financial stories that are impacting retirement planning. Good news stories for Illinois residents we will discuss. Also on today's program a Social Security quiz, we will put Steve Shyman to the test.
If you have any questions about your own retirement
call Wilsave Financial 833-945-7283.
Retire, Retirement, Plan, Planning, Annuity, Insurance, 401K, IRA
See omnystudio.com/listener for privacy information.
Coming up on this week’s show we discuss retirement concerns and these are the biggies. Retirement planning can be an emotional journey and you need to be careful not to overreact. Proactive strategies for retirement you can apply well before one’s golden years.
If you have any questions call Wilsave Financial 833-945-7283.
Retirement, 401K, IRA, Roth, Planning, Taxes
See omnystudio.com/listener for privacy information.
On this week’s show we will have some fun with a very serious retirement topic. We all remember the game RISK, well we will put a retirement twist on it. Everybody is different and your retirement plan needs to be customized to you. We will also dive into understanding your investments and the role they will play in building lifetime income.
If you have any questions concerning your retirement
call Wilsave Financial 833-945-7283.
Retirement, Planning, Plan, Savings, Save, Interest, 401K, Roth, IRA
See omnystudio.com/listener for privacy information.
An uncertain economy has many worried about the future. What should those approaching retirement do about it. We will discuss. Many people delay starting their retirement planning. We discuss why that is happening. Also this week four tax strategies that will help you position yourself for retirement.
If you have any questions about your retirement scenario
call Wilsave Financial 833-945-7283.
Retirement, Taxes, Planning, Saving, IRA, Roth, 401K,
See omnystudio.com/listener for privacy information.
On this week’s show we have a lot to discuss. It’s not uncommon for people to put off meeting with a financial advisor. We will go over some of the reasons people don’t and explain why you should. If you are less than 10 years away from retiring we have some strategies for you to consider. Retirement expenses can go up, but you can control it with careful planning.
If you have any questions about retirement, how to get started with your planning or need a second opinion on what your current situation
call Wilsave Financial 833-945-7283.
Retirement, Planning, Saving, 401K, IRA, TSP, Pension, Taxes, Healthcare,
See omnystudio.com/listener for privacy information.
On this week’s show, we tackle the biggest financial concerns as you approach retirement. We dig into the emotional side of planning because it can be intimidating when you’re getting started. You’ve saved well for retirement, now what? We will discuss distribution strategies.
If you have any questions call Wilsave Financial 833-945-7283.
Retirement, Planning, Saving, Taxes, Stocks, Bonds, IRA, 401K,
See omnystudio.com/listener for privacy information.
On this week’s edition we discuss the importance of retirement planning for couples. It starts with communication and working with a professional that can guide you not only to retirement, but through retirement. Confidence in retirement as at low dropping to near 2008 levels. We will tell you why, plus offer suggestions to keep you on track. Top financial articles discussed this week from Fortune, Bloomberg, and Motley Fool.
If you have any questions about your retirement
call Wilsave Financial 833-945-7283.
Retirement, Savings, Planning, 401K, IRA, 403B, RMD,
See omnystudio.com/listener for privacy information.
Playing off a retirement confidence survey from EBRI(Employee Benefit Research Institute) we dive into “Financial Feud”. We will see how well our host knows the pulse of retirement concerns for retirees. Steve Shyman goes over the latest financial news headlines.
If you have any questions about your own retirement situation call Wilsave Financial 833-945-7283.
Retirement, Retire, Savings, Plan, Planning, 401K, Roth, IRA
See omnystudio.com/listener for privacy information.
On this week’s show we discuss cash flow and the importance of proper planning. What you need to consider as you move to and through retirement starting with income sources and continuing through life expectancy. Steve Shyman goes over the latest economic news as it relates to retirement planning. Case study concerning a 64 year-old man that is to retire in two years.
If you have any questions about retirement planning
call Wilsave Financial 833-945-7283.
Retirement, Retire, Plan, Planning, Save, Saving, Roth, RMD,
See omnystudio.com/listener for privacy information.
On this week’s show we start off by having fun with the old game “Two Truths and a Lie”. We put the retirement planning twist on it. We will also dive into answering retirement related questions that begin with “When”. Steve Shyman covers the latest financial news articles from CNBC, Bloomberg, and Motley Fool. .
If you have any questions about today’s show or your own retirement
call Wilsave Financial 833-945-7283.
Retirement, Medicare, Roth, Planning, Fund, Savings, IRA, TSP, Diversification, Balance,
See omnystudio.com/listener for privacy information.
On this edition we head to Hollywood for a few movie clips that provide some financial planning advice. Some good and some not so good. Retirement planning myth busting on the show today. Finally, What questions are being asked of financial advisors and the retirement planner? We go over the top ones so be prepared to take notes.
If you have any questions concerning your retirement
call Wilsave Financial 833-945-7283.
Planning, Retirement, Finances, Financial, Taxes, 401K, IRA, Roth,
See omnystudio.com/listener for privacy information.
On this edition we take a look at the most frequent questions about financial planning that are typed into search engines. These are the questions you want answers to and we have them. Just because you’re turning 65 doesn’t mean you have to retire and we’ll give you the reasons why. A big transition for retirees is going from accumulation to distribution and it can be a tough change. Things to consider as you prepare to draw down on your retirement accounts.
If you have any questions about your retirement
call Wilsave Financial 833-945-7283.
Retirement, Transition, Planning, Plan, 401K, IRA, Taxes, RMD,
See omnystudio.com/listener for privacy information.
Politics and retirement planning are intermingling we discuss the hot topic ESG(Environmental, Social, Governance). We will go over red flags you need to be aware of, if you’re hearing these from your current advisor look out! Baby Boomers, we talk directly to those turning 65 and things you need to avoid as you near retirement.
If you have any questions call Wilsave Financial 833-945-7283.
Retire, Retirement, Savings, Plan, Planning, ESG, 401K, IRA, 403B,
See omnystudio.com/listener for privacy information.
On this week’s show the recent bank failures has many people nervous. What does it mean for retirement planning? Retirement planning regrets
Also making the show this weekend learning from past mistakes. True false quiz for our host covering concepts and strategies. We will see how they do.
If you have any questions about today’s show or your retirement
call Wilsave Financial 833-945-7283.
Retirement, Strategy, Planning, Risk, FDIC, 401K, Roth, IRA
See omnystudio.com/listener for privacy information.
On this week’s show we discuss the latest financial news. Unsteady times require calm rational behavior when it comes to your retirement accounts. We shift gears to discuss non-financial retirement questions that need to be answered before you call it quits.
If you have any questions call Wilsave Financial 833-945-7283.
Retire, Savings, Planning, Roth, 401K, Annuity, Insurance,
See omnystudio.com/listener for privacy information.
On this week’s show we will talk all things retirement. Strategies that can shape your retirement income will be our first stop. Annuities are selling like hot cakes and we discuss why? 401K rollovers make the show as well. Baby boomers may have a number of old 401K’s and are not sure what to do with them. We discuss the rollover.
If you have any questions call Wilsave Financial 833-945-7283.
Retirement, Savings, Pension, 401K, Socialsecurity, Taxes,
See omnystudio.com/listener for privacy information.
On this week’s show we discuss some “Do’s” and Don’ts when it come to your retirement savings. Also, the Federal Reserve has been adjusting interest rates and we’ll dive into what that means for retirement portfolios.
If you have any questions about your retirement
call Wilsave Financial 833-945-7283.
Retirement, Planning, Savings, Roth, Annuities, Federal, Reserve, Interest, Rates,
See omnystudio.com/listener for privacy information.
On this week’s show we discuss the mindset needed when moving from accumulation to distribution. Saving more is one key that can help everyone’s retirement so we have some tips to help you add to your accounts. Being a Grandparent may be in your future so let’s talk about how to go about being a financially responsible Grandparent and protect one’s own retirement.
If you have any questions about your retirement
call Wilsave Financial 833-945-7283.
Retirement, Savings, 401K, Roth, Taxes, Planning,
See omnystudio.com/listener for privacy information.
On the week’s show we hear from CEO of JP Morgan Chase, Jamie Dimon. We will discuss the current state of the economy and what retirees and those about to be retired should focus on. Several financial articles caught our eye and we will discuss. Also today we have a few tips to kick start your retirement savings.
If you have any questions concerning your own retirement
call Wilsave Financial 833-945-7283.
Retirement, Planning, Strategy, Spending, Saving, RMD, 401K, Roth, Annuity,
See omnystudio.com/listener for privacy information.
On this weeks show we have tips to make sure you don’t run out of money in retirement. We will also address the true cost of inflation and how to protect your retirement from it. We all know Roth IRA’s can be great for retirement, but did you know there are several benefits of the Roth that you can use before you actually retire?
If you have any questions call Wilsave Financial 833-945-7283.
Retire, Retirement, Planning, Savings, Roth, IRA, 401K
See omnystudio.com/listener for privacy information.
On this week’s show 5 new savings and tax rules you need to be aware of moving forward. Annuities may or may not be a good fit for your retirement portfolio, we dive in on Annuities. Also this week the loss of a spouse and how important it is to avoid some big mistakes.
If you have any questions about what you’re facing with your retirement
call Wilsave Financial 833-945-7283.
Retirement, Savings, Tax, Taxes, Planning, Annuities
See omnystudio.com/listener for privacy information.
On this week’s show it’s tax season and we’re here to help. Taxes can potentially take a bite out of your retirement. We’ll go over tips to help. Milestone ages for retirement start at 50 and you need to know the significance of the different ages. We will also go over retirement advice you should probably follow, but many do not.
If you have any questions about your retirement
call Wilsave Financial 833-945-7283.
Retirement, Taxes, Planning, 401K, Investing, RMD, Pension,
See omnystudio.com/listener for privacy information.
On this week’s show we discuss the latest from money management firm Natixis. That surveyed advisors around the country concerning the biggest retirement mistakes people are making. Life is filled with milestones and these can really impact your retirement. One of the first calls you make should be to your advisor when something big happens. Will you be better off in retirement than your parents or grandparents? We discuss all that and more coming up.
If you have any questions about your retirement situation
call Wilsave Financial 833-945-7283.
Retirement, Savings, Planning, IRA, 401K, TSP,
See omnystudio.com/listener for privacy information.
On this week’s show we discuss key provisions in the Secure Act 2.0 that will impact retirement. New Year's resolutions when it comes to your retirement and we’ll do some myth-busting when it comes to planning.
If you have any questions concerning your retirement
call Wilsave Financial 833-945-7283.
Retirement, Planning, Saving, 401K, Insurance, Taxes,
See omnystudio.com/listener for privacy information.
On this week’s show we discuss retiring in 2023 and what that may look like. Planning for income in retirement is one key to success, is your plan addressing everything as retirement looms. Keeping retirement money as safe as possibly is vital, we will discuss a few strategies.
If you have any questions about your retirement situation
call Wilsave Financial 833-945-7283.
Retirement, Savings, Planning, Risk, Taxes, 401K, Roth,
See omnystudio.com/listener for privacy information.
On this week’s program we give some tips if you are in the final ten years before you retire. Inflation is real and will impact retirement, we will discuss reevaluating your budget to cover expenses. We will also give you some tips to protect yourself and your financial future.
If you have any questions concerning your retirement
call Wilsave Financial 833-945-7283.
Retirement, Planning, 401K, Roth, Taxes, Inflation,
See omnystudio.com/listener for privacy information.
Financial concerns for retirees and pre retirees are front and center on this week’s show. The fear of running out of money in retirement fuels this discussion. What is your “Safe Withdrawal Rate”? Great question, but do you know the answer? We will also discuss mistakes to avoid when it comes to your RMD’s.
If you have any questions concerning your retirement picture
call Wilsave Financial 833-945-7283.
RMD, Taxes, Retirement, Planning, Money, Roth,
See omnystudio.com/listener for privacy information.
On this week’s show if you are working until age 70 and beyond there are a number of things you need to factor into your retirement. We will also look at withdrawal strategies that can help your money last while in retirement. Retirement planning mistakes to avoid as we approach the new year.
If you have any questions call Wilsave Financial 833-945-7283.
Retirement, Planning, Plan, Secure, Safety, Investments,
See omnystudio.com/listener for privacy information.
On this week’s edition we discuss that first year of retirement. What you need to prepare for as you begin your retirement. We also get into navigating retirement if you are a Gen X-ers. The year is ending and we have money moves to make before 2023.
If you have any questions about your retirement
call Wilsave Financial 833-945-7283.
Retirement, Finance, Taxes, 401K, HSA, Stocks, Bonds,
See omnystudio.com/listener for privacy information.
On this week’s show we dive into investment strategies for retirement. We discuss financial gaps that can impact retirement in a negative way. Last but not least we look at a few tips that can help with financial portfolio stress.
If you have any questions about your retirement situation
call Wilsave Financial 833-945-7283.
Retire, Plan, Planning, Strategy, Taxes, Budget, Inflation,
See omnystudio.com/listener for privacy information.
Social Security gets a big COLA, Shifting to Decumulation can be difficult, and How to Make planning for Retirement Easier. Cost of living adjustment for Social Security the biggest bump in 40 years. Shifting to decumulation can be an adjustment. Remember the “Easy” Button commercials? There are some tricky parts to retirement, but we have some tips to make it easier.
If you have any questions call Wilsave Financial 833-945-7283.
Retirement, Planning, Decumulation, SocialSecurity,
See omnystudio.com/listener for privacy information.
On this week’s show we will discuss potential threats to your retirement. How can the digital world be a threat? Make sure you account for “What if” scenarios and your retirement. 2022 is being compared to 2008! Keep your retirement on track during a bear market.
If you have any questions about your retirement
call Wilsave Financial 833-945-7283.
Retirement, Recession, Planning, Bear, Market,
See omnystudio.com/listener for privacy information.
On this week’s show we discuss getting to retirement on your terms. We have tips that will help you as you close in on retirement. Be on the lookout for these costly mistakes as you plan for retirement. We will talk about how to avoid big errors in your planning.
If you have any questions about your retirement situation
call Wilsave Financial 833-945-7283.
Retire, Safety, Taxes, Roth, IRA, Planning,
See omnystudio.com/listener for privacy information.
On this week's edition of "Protecting Your Assets" Steve Shyman will dive into listener questions. Stay tuned for the answers. Does the 4% Rule still apply? Claiming Social Security is a big topic, when is the right time to claim? Can an Annuity be a good fit in my retirement portfolio? These are just a few of the questions coming up on this week's show.
If you have any questions pertaining to your retirement situation
call Steve Shyman 833-945-7283.
Retirement, Planning, Socialsecurity, Inflation, Taxes,
See omnystudio.com/listener for privacy information.
On this week’s show we answer questions that advisors get every single day when it comes to retirement. Steve Shyman handles questions on retirement during the show today. This is an expanded Q&A session, "Stump the Coach".
If you have any questions concerning your retirement process
call Steve Shyman 833-945-7283.
Planning, Retirement, Inflation, Taxes, 401k, Savings,
See omnystudio.com/listener for privacy information.
On this edition we discuss the latest numbers from Transamerica. Little things you can do that will make a big difference in the long run. The game of chess is all about strategy and so is retirement planning, what’s your next move?
If you have any questions call Wilsave Financial 833-945-7283.
Planning, Strategy, Retirement, Risk, Safety,
See omnystudio.com/listener for privacy information.
On this week’s edition we discuss what retirees are most concerned about in this current economic environment. What are retirees and pre retirees stoking their nest eggs with as they head to their golden years?
We will also debunk myths about annuities and you might just find that the right annuity could be a good fit in your retirement plan.
If you have any questions about retirement planning
call Wilsave Financial 800-343-7989.
Retirement, Savings, Planning, Roth, IRA, Annuity,
See omnystudio.com/listener for privacy information.
Second Consecutive quarter of decline equals a recession. On today’s show we discuss what this means for retirement planning. Planning for retirement for couples that have a significant age difference will be bantered about. If you are in this scenario with your spouse listen up. Also on this edition some tips to stretch your retirement dollars.
If you have any questions concerning your retirement call Wilsave Financial 833-945-7283.
Retirement, Recession, Inflation, Annuity, Plan, Planning,
See omnystudio.com/listener for privacy information.
On this week's edition of "Protecting Your Assets" host Steve Shyman welcomes Tom Hegna, a sought after public speaker, and considered by many to be the retirement Income expert. Steve and Tom will discuss the importance of having a plan for your retirement. Other highlights on this week's show, maximizing social security benefits, guaranteed lifetime income, and how life insurance can play a vital role in retirement.
If you have any questions concerning your retirement
call Wilsave Financial 833-945-7283.
Retirement, Planning, IRA, Roth, Taxes, Income,
See omnystudio.com/listener for privacy information.
On today’s show we will talk about the pillars needed for a comfortable retirement. Inflation is a silent killer when planning for retirement. We discuss what inflation will mean to your planning process. We never want to sabotage our own retirement. We will go over a number of signs that you may be damaging your retirement and how to change the behavior.
If you have any questions concerning your retirement
call Wilsave Financial 833-945-7283.
Retirement, Inflation, Planning, Invest, Safety,
See omnystudio.com/listener for privacy information.
We are all moving toward retirement and on today’s show we discuss financial risks to avoid. Retirees and pre retirees are worried about what a recession will do to their plans. We will discuss how to prepare. Retiring as a couple checklist will also be on today’s program.
If you have any questions about your retirement
call Wilsave Financial 833-945-7283.
Retirement, Recession, Savings, Risk,
See omnystudio.com/listener for privacy information.
On this week’s episode we talk regret. We have a woulda, coulda, shoulda, list you don’t want to miss. Inflation & a possible recession are on everyone’s mind especially those near and in retirement. We discuss steps you can take during uncertain times. Saving is paramount when it comes to retirement, but you need a retirement plan to with those savings and we have a few tips to help.
If you have any questions about your retirement
call Wilsave Financial 833-945-7283.
Retirement, Savings, Save, Debt, IRA, 401K,
See omnystudio.com/listener for privacy information.
On this week’s show we discuss the top changes we see in retirement planning. We dive into “fees”, you’re going to pay some of course, but we have 3 to avoid. We also get into common retirement myths that people believe.
If you have any questions about your retirement call Steve Shyman 833-945-7283.
Retirement, Planning, Fees, Risk,
See omnystudio.com/listener for privacy information.
On this week’s show we discuss three mistakes to avoid as you near retirement. What if you could retire earlier than planned? We discuss strategies that can help. Going from accumulation phase to distribution of funds can be a tough transition as you enter retirement and we will discuss tips to help you.
If you have any questions about your retirement call
Wilsave Financial 833-945-7283.
Retirement, Planning, Strategies, Savings, Risk, Safety
See omnystudio.com/listener for privacy information.
On this week's episode we discuss 5 things you can be doing before you retire to make sure you’re ready for the big milestone. People have been leaving their jobs in record numbers. What can you do with that old 401K? We break the options down. Running out of money in retirement is the number one fire for retirees we go over key mistakes to avoid.
If you have any questions about your retirement situation
call Wilsave Financial 833-945-7283.
Retirement, Savings, Inflation, Planning, Portfolio, Taxes,
See omnystudio.com/listener for privacy information.
On this week’s show Inflation is front and center. Ideas for you to fight it and still retire on time. Crypto currencies are in the headlines. Should they be in your portfolio? We will also discuss the various stages of retirement and how to navigate them.
If you have any questions concerning your retirement
call Wilsave Financial 833-945-7283.
Retirement, Inflation, Crypto, Currency, Planning
See omnystudio.com/listener for privacy information.
On this week's show steps you can take to insure that your finances are ready for retirement. Market volatility always a concern as the discussion turns to navigating turbulent financial waters. Going from acquisition to distribution when it comes to your retirement accounts is a big step, some pitfalls to avoid.
If you have any questions call Steve Shyman 833-945-7283.
Retire, Market, Volatility, investment, Healthcare, Income
See omnystudio.com/listener for privacy information.
On this week's show Steve Shyman discusses the volatility in the market and how implement safe money strategies. Diving into proper allocation between risk and safety so your retirement can weather a financial storm. We also discuss keeping an eye on inflation, it can eat away at your retirement plan.
If you have any questions please call Steve Shyman 833-945-7283.
Retire, Savings, Stock, Market, 401K, Taxes,
See omnystudio.com/listener for privacy information.
On this week's show, we discuss when is the best time to retire. Couples need to be on the same page when planning for retirement. We also have strategies to help stretch your retirement dollar.
If you have any questions about your retirement
call Wilsave Financial 833-945-7283.
Retire, Planning, Taxes, 401K, IRA
See omnystudio.com/listener for privacy information.
On this week’s show we answer common questions about taxes in retirement.We get into the Roth IRA and reasons to start saving now. We also discuss the many types of risks when it comes to retirement planning and how to potentially avoid them.
If you have any questions about your retirement situation call
Steve Shyman 833-945-7283.
Roth, Taxes, Plan, Retirement, 401K,
See omnystudio.com/listener for privacy information.
Strategies to avoid the pain of inflation in retirement!
On this week's show we discuss the highest inflation in 40 years…and how to potentially avoid the pain in retirement by inflation proofing your golden years.Shifting gears from accumulation of funds to decummulation believe it or not, isn’t easy for a lot of retirees. We talk about planning for your decumulation phase what all that entails. Are you in need of Retirement Plan Checkup? Stay tuned.
If you have any questions about your retirement call Wilsave Financial 833-945-7283.
Retirement, Plan, Taxes, Inflation, Savings, 401K, IRA
See omnystudio.com/listener for privacy information.
Cryptocurrencies are now mainstream, digging in to what it is and isn’t
On this week’s show we will take a look at Cryptocurrencies and is it worth the risk. Optimizing your retirement even if you’re in your 60’s and knocking on the door of your golden years. We will also discuss common sense fact about retirement you need to be aware of as you plan. If you have any questions about your own retirement situation call Wilsave Financial 833-945-7283.
Crypto, Retirement, Savings, Medicare, Longevity, Money, Taxes
See omnystudio.com/listener for privacy information.
On today’s show, 3 crucial realities in retirement that many people just don’t know. Getting older has its advantages, tax advantages, that is! We discuss ages 50 to 65 and older and what it means to retirees. 5 expenses that can erode your savings and what to do about them.
If you have any questions about your retirement picture call
Steve Shyman 833-945-7283.
401K, Taxes, Savings, Retirement, Advisor
See omnystudio.com/listener for privacy information.
On this week's show we discuss retirement readiness, Legacy pitfalls to avoid, and simple tips to boost your retirement savings.
If you have any questions contact Steve Shyman at Wilsave Financial 833-945-7283.
Retirement, Roth, 401K, Plan, Taxes, Savings
See omnystudio.com/listener for privacy information.
On today's show special guest Kim Allen joins Steve Shyman to discuss the latest hot topics concerning retirement. Covered on this week's show, uncertainty in the markets, Interest rates on the rise, Inflation, and taxes.
If you have any questions concerning your retirement contact Wilsave Financial
833-945-7283.
Retirement, Taxes, Inflation, Risk, Volatility
See omnystudio.com/listener for privacy information.
On today’s episode we discuss avoiding the myths that exist when it comes to retirement planning. There are differences for women & men when it comes to retirement and an interesting conversation unfolds. Mistakes in planning can derail retirement so we will point out a few to be aware of as you move towards your golden years.
If you have any question regarding your retirement call Wilsave Financial at
833-945-7283.
Retirement, finance, invest, plan, planning, taxes, 401k, Roth
See omnystudio.com/listener for privacy information.
On this week's show our host Steve Shyman of Wilsave Financial discusses the uncertainty we are facing when it comes to the economy. How this will impact retirement savings is a big concern. You've worked hard saving for your golden years and protecting your retirement is paramount.
If you have any questions concerning your retirement planning call Wilsave Financial 833-945-7283.
Retirement, Savings, 401K, IRA, Stocks, Investments
See omnystudio.com/listener for privacy information.
On today’s show we discuss threats your retirement savings could face. What can you do to combat “Longevity Risk”? We have tips to maximize your retirement dollar as you near the last ten years before you head off into your golden years.
If you have any questions about your retirement please contact Steve Shyman at Wilsave Financial 833-945-7283.
Retirement, savings, risk, 401K, 403B, TSP, IRA
See omnystudio.com/listener for privacy information.
On this weeks program we discuss the importance of meeting yearly retirement goals. How can you boost your retirement savings? We will answer that question plus we will look at several income strategies in retirement.
If you have any questions please contact Steve Shyman at Wilsave Financial
833-945-7283.
Retire, Strategy, Plan, Money,
See omnystudio.com/listener for privacy information.
On this week’s program we will outline ways to give your retirement accounts a workout. Expenses in retirement can erode your savings we will discuss. Staying calm when the Market does what it does we’ve got some easy steps to follow to financial serenity.
If you have any questions call Wilsave Financial 833-945-7283.
Planning, Investments, strategies, Taxes, Budget
See omnystudio.com/listener for privacy information.
Starting retirement planning late in life is not advised, but there are steps you can take. We will discuss the discipline you will need. We discuss ROI when it comes to your Nest Egg. Weathering the ups and downs of the market makes the show this week as well.
If you have any questions about your retirement give Steve Shyman at Wilsave Financial a call 833-945-7283.
Retirement, Nestegg, ROI, Volatility, Stock, Market
See omnystudio.com/listener for privacy information.
On today’s program strategies to protect your retirement nest egg. Tips to get the most out of your 401K. Big decisions come with planning for your retirement and we will discuss these choices and how that will impact your golden years.If you have any questions about your retirement please contact Wilsave Financial 833-945-7283.Nestegg, Risk, Retirement, RMD, 401K
See omnystudio.com/listener for privacy information.
Protecting Your Assets host Steve Shyman welcomes special guest Kim Allen of Legacy Group Planning this week. Hot topics in retirement planning are discussed each week and this week the banter is about Interest rates, inflation, the stock market and taxes. If you have any questions about planning for your retirement call Steve Shyman at Wilsave Financial 833-845-7283. Retirement, fiduciary, taxes, inflation, planning
See omnystudio.com/listener for privacy information.
Host Steve Shyman, of Wilsave Financial is joined by Brookstone Capital Management CEO, Dean Zyed, to discuss the latest retirement topics. What is Fiduciary Duty? Safe money strategies is a term we often hear, Steve and Dean discuss on today’s show. If you have any questions you can contact Steve Shyman at Wilsave Financial 833-945-7283 Fiduciary, Retirement, Savings, Risk, Planning
See omnystudio.com/listener for privacy information.
Being ready for future taxes takes a plan. We discuss on the program today ways to strategize within your retirement plan. We will break down ways to keep your retirement savings as safe as possible. Steve will also dive into a case study.If you have any questions reach out to Steve Shyman with Wilsave Financial 833-945-7283Taxes, Retirement, Savings, Plan
See omnystudio.com/listener for privacy information.
Steve Shyman points out some retirement advice that is dated and that many still follow this advice. New year approaching and changes are on the horizon for retirees Steve Shyman dig in. What risks are you facing as you head towards your retirement? Answers to this question are coming up.If you have any questions about retirement planning please contact Wilsave Financial and Steve Shyman at 800 945-7283.Retirement, advice, stocks, Socialsecurity, risk
See omnystudio.com/listener for privacy information.
Market volatility is the opening topic in this podcast. Steve Shyman outlines ways a market correction could impact your retirement along with tips to help keep your plan strong in the event of a correction of worse. What’s the key to protecting your savings from a crash and what are your best investment strategies? Steve also talks about simplifying your entry into retirement and will go over some of the financial gaps that could impact your planning.
To connect with Steve Shyman and Wilsave Financial, just call (833) 945-7283.
Volatility, markets, inflation, taxes, gaps
See omnystudio.com/listener for privacy information.
Does your retirement plan need an overhaul? Steve Shyman of Wilsave Financial discusses. Vivian Ma drops in to discuss Medicare open enrollment. Steve dives into the best way to succeed in life as you move toward retirement.
If you have any questions please contact Wilsave Financial at
800-945-7283
Medicare, Retirement, save, plan
See omnystudio.com/listener for privacy information.
Steve Shyman of Wilsave Financial discusses the latest inflation news, Vivi Ma, an independent Medicare Representitive drops in to discuss open enrollment. Retirement Mindset yes it’s a thing. We will discuss.
To get in touch with Steve Shyman at Wilsave Financial simply call 833-945-7283.
See omnystudio.com/listener for privacy information.
Are Bonds as safe as we think they are? Steve Shyman discusses. Medicare Advantage plans take center stage, Medicare Specialist Vivi Ma joins the show. Case Study two different retirees with 2 million in assets and two different directions.
See omnystudio.com/listener for privacy information.
Host Steve Shyman tackles the latest economic headlines, and Medicare specialist, Vivi Ma joins Steve to discuss the latest. Planning for retirement is very important and questions abound. Steve Shyman handles some good ones in the "Stump the Coach" segment.
See omnystudio.com/listener for privacy information.
Steve Shyman Wilsave Financial discusses the latest articles concerning market correction and retirement planning. Wilsave Financial Medicare Specialist Vivina Ma stops by as early enrollment is here. Steve tackles a case study and 'Stump the Coach Q&A rounds out this episode. To get your questions answered, call Steve at 833-945-7283 or text WILSAVE to the same number. WilSave.com
See omnystudio.com/listener for privacy information.
Steve Shyman addresses inflation's impact on retirement and Vivi Shyman a medicare specialist joins the show to talk enrollment. Do's and Don'ts of retirement planning and Q& A
To get your questions answered, call Steve at 833-945-7283 or text WILSAVE to the same number. WilSave.com
See omnystudio.com/listener for privacy information.
On this week's show with Steve Shyman, Decumulation phase of early retirement is very important, Startling statistics concerning retirement, and what path will you select in retirement if presented with these 3 choices.
To get your questions answered, call Steve at 833-945-7283 or text WILSAVE to the same number. WilSave.com
See omnystudio.com/listener for privacy information.
Steve Shyman discusses what inflation could do to your retirement and how to plan for it. Long term care is a big concern for retirees, Steve will go over alternatives to long term care policies that may make sense to you.
To get your questions answered, call Steve at 833-945-7283 or text WILSAVE to the same number. WilSave.com
See omnystudio.com/listener for privacy information.
This week with Steve Shyman: Understanding inflations impact on retirement, Dueling case studies, and Q&A
To get your questions answered, call Steve at 833-945-7283 or text WILSAVE to the same number. WilSave.com
See omnystudio.com/listener for privacy information.
Steve Shyman discusses your retirement being ready for a market dip; current articles concerning guaranteed income; the pandemic economy, and the impact inflation can have on retirement. Case Study for a 45 year-old doctor, and Stump the Coach Q&A.
To get your questions answered, call Steve at 833-945-7283 or text WILSAVE to the same number. WilSave.com
See omnystudio.com/listener for privacy information.
Steve Shyman answers the question "How do you plan for early retirement?" Over a trillion dollars in unclaimed 401k's is out there...if you have one how do you find it and what to do when you do locate it? Case Study and Q &A also on this weeks show.
To get your questions answered, call Steve at 833-945-7283 or text WILSAVE to the same number. WilSave.com
See omnystudio.com/listener for privacy information.
Baby Boomers, Social Security, Case study, and Q & A with Steve Shyman.
To get your questions answered, call Steve at 833-945-7283 or text WILSAVE to the same number. WilSave.com
See omnystudio.com/listener for privacy information.
Steve Shyman discusses tax tips for those planning for retirement. The stock market casino has many gambling too much with retirement portfolios, and Case Study time which ties into risk %.
To get your questions answered, call Steve at 833-945-7283 or text WILSAVE to the same number. WilSave.com
See omnystudio.com/listener for privacy information.
The impact of Covid-19 has everyone on edge. On this program we look at retirement planning during these uncertain times. The case study this week will shock you. Steve Shyman helps uncover the real fees & commissions during a second opinion consultation.
To get your questions answered, call Steve at 833-945-7283 or text WILSAVE to the same number. WilSave.com
See omnystudio.com/listener for privacy information.
Retirement Tips From Chicago based Morning Star Investment research Firm will be discussed. Cutting taxes now with the tax rate low and a case study involving a couple with $1.5 million saved. The husband wants to keep everything in the market while the wife wants to put some in safe money vehicles. That and more!
To get your questions answered, call Steve at 833-945-7283 or text WILSAVE to the same number. WilSave.com
See omnystudio.com/listener for privacy information.
Have you ever wanted a retirement checklist? Steve has one for you this week. He’ll also have important questions to ask a prospective financial advisor, plus a case study that will have you wondering how much is your very own portfolio at risk to market volatility.
To get your questions answered, call Steve at 833-945-7283 or text WILSAVE to the same number. WilSave.com
See omnystudio.com/listener for privacy information.
Steve Shyman talks about some things you need to have as you navigate the next phase of your life. Steve will also discuss some warning signs he sees in the stock market and what you can do about them. He’ll also outline some things to keep in mind to make your retirement plan better, and a lot more!
To get your questions answered, call Steve at 833-945-7283 or text WILSAVE to the same number. WilSave.com
See omnystudio.com/listener for privacy information.
Steve Shyman takes a look at the differences between Roth IRA’s and Roth 401k’s and talks about which one may be best for you. He’ll also talk about things you can do when you are in retirement. Taking up tennis and cruising may be top of mind but there are some important things that you need to do that will make your retirement stress free. He’ll explain. Steve will also break down a case study when a recent client came in looking for surety in retirement and a lot more!
To get your questions answered, call Steve at 833-945-7283 or text WILSAVE to the same number. WilSave.com
See omnystudio.com/listener for privacy information.
On this week’s show, Steve Shyman will show you the areas that can help your retirement be successful. He’ll also show you how to make sure you are on the right track with the best retirement plan for you, go over a case study, Stump the Coach and a lot more!
To get your questions answered, call Steve at 833-945-7283 or text WILSAVE to the same number. WilSave.com
See omnystudio.com/listener for privacy information.
On this weeks show mistakes to avoid in Retirement planning, What is "Phased Retirement?" And what to be aware of if your spouse retires before you do.
To get your questions answered, call Steve at 833-945-7283 or text WILSAVE to the same number. WilSave.com
See omnystudio.com/listener for privacy information.
Steve Shyman will give tips on how to protect your financial future by avoiding common mistakes in divorce after 50. Tax changes are coming and Steve is going to let you know how you can lessen the impact and what steps you need to take to weather a market volatility storm and so much more, including "Stump the Coach!"
To get your questions answered, call Steve at 833-945-7283 or text WILSAVE to the same number. WilSave.com
See omnystudio.com/listener for privacy information.
Steve Shyman discusses important age milestones to be aware of as you near retirement and once you have retired. Being tax efficient in retirement planning is essential. Not everyone has a workplace that offers a 401k...there are other options and we discuss them on this week's show.
To get your questions answered, call Steve at 833-945-7283 or text WILSAVE to the same number. WilSave.com
See omnystudio.com/listener for privacy information.
Secure Act 2.0, Interesting case study, and Stump the Coach Q&A
To get your questions answered, call Steve at 833-945-7283 or text WILSAVE to the same number. WilSave.com
See omnystudio.com/listener for privacy information.
Special guest Dean Zayed with Brookstone Capital Management joins Steve Shyman for a lively discussion about retirement portfolios.
To get your questions answered, call Steve at 833-945-7283 or text WILSAVE to the same number. WilSave.com
See omnystudio.com/listener for privacy information.
On this week's show, Steve Shyman of Wilsave Financial talks about tax impact on accounts, a case study on safe money strategies, and Q&A.
To get your questions answered, call Steve at 833-945-7283 or text WILSAVE to the same number. WilSave.com
See omnystudio.com/listener for privacy information.
Steve Shyman of Wilsave Financial talks taxes and the impact it can have on your retirement and strategies to possibly reduce them.
To get your questions answered, call or text Steve at 833-945-7283. WilSave.com
See omnystudio.com/listener for privacy information.
On this week's show, Steve Shyman talks pros and cons of paying off your mortgage early, including a case study involving one of Steve's clients and how paying it off early could have hurt him. See if you can relate. Some of the pros include decreasing your annual living expenses and cons include giving up a tax deduction and much more!
To get your questions answered, call or text Steve at 833-945-7283. WilSave.com
See omnystudio.com/listener for privacy information.
On this week's show, Steve Shyman talks with special guest Waldeen Wall about retirement tax tips. He points out how not to underestimate how much money you have saved up for retirement and take things like inflation and medical costs into consideration. Next, he talks about how to know if you are really ready for retirement, including having a written plan and much more!
To get your questions answered, call or text Steve at 833-945-7283. WilSave.com
See omnystudio.com/listener for privacy information.
On this week's show, Steve Shyman talks about some potential mistakes you may have made when it comes to retirement and if you have, solutions on how to fix them; He also has tips on how to choose an advisor with real life examples and much more!
To get your questions answered, call or text Steve at 833-945-7283. WilSave.com
See omnystudio.com/listener for privacy information.
On this week's show, Steve Shyman talks about some potential mistakes you may have made when it comes to retirement and if you have, solutions on how to fix them; He also goes over a case study of a couple and how he saved them from future tax implications with money they didn't know they had and much more!
To get your questions answered, call or text Steve at 833-945-7283. WilSave.com
See omnystudio.com/listener for privacy information.
On this week's show, Steve Shyman gives some tips on how not to run out of money in retirement, including looking at your rate of return and inflation; He also breaks down some financial deadly sins and how not to let your emotions get the better of you when it comes to your retirement and a case study with some red flags to be aware of and much more!
To get your questions answered, call or text Steve at 833-945-7283. WilSave.com
See omnystudio.com/listener for privacy information.
On this week's show, Steve Shyman talks about how some old advice, like paying off a mortgage to get out of debt, may not be the best; the Roth IRA and it's 5 Year Rule and what consequences and exceptions there are and a lot more.
To get your questions answered, call or text Steve at 833-945-7283. WilSave.com
See omnystudio.com/listener for privacy information.
On this week's show, Steve Shyman gives you some signs to look out for if you are in danger of running out of money in retirement and some solutions to avoid that. He also tackles questions you may be hesitant to ask your advisor and a lot more.
To get your questions answered, call or text Steve at 833-945-7283. WilSave.com
See omnystudio.com/listener for privacy information.
On this week's show, Steve Shyman has some tips on how to have the retirement that you always wanted; a real-life case study, some universal truths with retirement, including long-term care and more.
To get your questions answered, call or text Steve at 833-945-7283. WilSave.com
See omnystudio.com/listener for privacy information.
On this week's show, Steve Shyman looks at ways to take the uncertainty out of your financial future, explains what decumulation is, looks at some myths in retirement, including social security and the stock market and a lot more.
To get your questions answered, call or text Steve at 833-945-7283. WilSave.com
See omnystudio.com/listener for privacy information.
On this week's show, Steve Shyman has some tips on how to have a successful retirement, including looking at a successful real-life experience, why 401k rollovers are so important and a lot more.
To get your questions answered, call or text Steve at 833-945-7283. WilSave.com
See omnystudio.com/listener for privacy information.
On this week's show, Steve Shyman looks at how retirement has changed in the past twenty years, tells you about some truths about retirement, some counterintuitive strategies that work and a lot more. To get your questions answered, call or text Steve at 833-945-7283. WilSave.com
See omnystudio.com/listener for privacy information.
Did you know that you don’t need to wait till you’re retired to start enjoying the benefits of a Roth IRA. On this week's show, Steve Shyman goes over some Roth benefits you can use before retirement, some differences between men and woman when it comes to retirement planning and a lot more. To get your questions answered, call or text Steve at 833-945-7283. WilSave.com
See omnystudio.com/listener for privacy information.
When planning for retirement, having enough money is important. In addition, there are a couple things to strive for: maximize income and minimize income tax liability. On this week's show, Steve Shyman touches on these points, how not to make mistakes in retirement and a lot more. To get your questions answered, call or text Steve at 833-945-7283. WilSave.com
See omnystudio.com/listener for privacy information.
How do you know if you’re ready to retire? On this week's show, Steve Shyman asks you some questions to see if you are truly ready to ride off into the sunset, ways to improve your retirement situation and a lot more. To get your questions answered, call or text Steve at 833-945-7283. WilSave.com
See omnystudio.com/listener for privacy information.
Many of us are hoping for a smoother 2021. Before we get too far down the road, Steve Shyman highlights some lessons learned from 2020. He will also outline some ways to help maximize your retirement savings, break down some tax rules that could help you avoid unpleasant financial surprises in retirement and more. To get your questions answered, call or text Steve at 833-945-7283. WilSave.com
See omnystudio.com/listener for privacy information.
When it comes to retirement planning turning 65 is a pivotal year even if you aren’t planning to retire yet. On this week's show, Steve Shyman takes a look at some things you need to know about finances when you turn 65, how to maximize your retirement and a whole lot more. Call or text Steve at 833-945-7283. Wilsave.com
See omnystudio.com/listener for privacy information.
The new year is a great time to take a look at your retirement plan and make sure it’s ready to go. Steve Shyman has some tips that could help tune up your retirement plan.
Call or text Steve at 833-945-7283. Wilsave.com
See omnystudio.com/listener for privacy information.
Financial advisor Steve Shyman covers a wide range of retirement topics including five financial risks to avoid.
Call or text Steve at 833-945-7283. Wilsave.com
See omnystudio.com/listener for privacy information.
Fiduciary advisor Steve Shyman talks retirement plain and simple.
Call or text Steve at 833-945-7283. Wilsave.com
See omnystudio.com/listener for privacy information.
In this episode Steve Shyman explores several retirement income strategies and explains the benefits of having a retirement specialist build your plan. He also warns of some Social Security surprises you could encounter.
Call or text Steve at 833-945-7283. Wilsave.com
WilSave Financial
See omnystudio.com/listener for privacy information.
In this episode, Steve Shyman highlights some questions you should be able to answer in retirement. He also points out some advantages to delaying retirement. Finally, Steve points to tax strategies that can be employed with three retirement savings vehicles.
Call or text Steve at 833-945-7283. Wilsave.com
Wilsave Financial
See omnystudio.com/listener for privacy information.
In this episode Steve Shyman goes over six financial planning tips to close out the year 2020. He also highlights seven questions that should be answered as you're planning your retirement. Finally, Steve offers a heads up on common retirement mistakes to help you avoid making them.
Call or text Steve at 833-945-7283. Wilsave.com
WilSave Financial
See omnystudio.com/listener for privacy information.
Retirement, a time to enjoy your days, your family and doing the things you want to do. Just one thing, in order to make that happen there are key rules that you can't afford to break if you want to have the financial stability to actually enjoy your later years.
We also discuss employer-sponsored plans, individual retirement accounts, and plans for self-employed individuals and small business owners. Steve also answers listener questions and gives some tips on how to loosen the purse strings and keep your retirement on track.
Call or text Steve at 833-945-7283. Wilsave.com
See omnystudio.com/listener for privacy information.