Best Protect Your Assets / Cumulus Media San Francisco Podcasts (2025)

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The Financial Advisor Checklist: 8 Things They Should Be Doing 36:15

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11d ago36:15

36:15

Are you confident your advisor is covering everything that matters for your retirement? In this episode of Protect Your Assets, David Hollander walks through a practical financial advisor checklist, including eight signs that reveal whether your advisor is truly providing comprehensive planning or just focusing on investments. From tax planning and…

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Market Brief 8:39

18d ago8:39

8:39

See omnystudio.com/listener for privacy information.By Protect Your Assets | Cumulus Media San Francisco

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Roth IRA Conversion 2025: How the Big Beautiful Bill Could Impact Your Retirement Strategy 40:32

18d ago40:32

40:32

Thinking about a Roth IRA conversion in 2025? With tax rates locked in and new deductions available under the Big, Beautiful Bill, this year could be an ideal time to move funds from a traditional IRA or 401(k) into a tax-free Roth IRA. But timing is everything, and making the wrong move could increase your Medicare premiums or push you into a high…

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Are You Really Ready to Retire? Take the 34-Point Checklist Challenge 40:08

24d ago40:08

40:08

Considering retirement in the near future, or already there? In this episode, David Hollander shares highlights from Liberty Group’s 34-point Retirement Checklist Challenge. The list covers questions about income planning, inflation, Social Security, real estate, and more, designed to help you think through the complexities of retirement. This epis…

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The Big, Beautiful Bill: Tax Changes and Deadlines to Know 41:10

1M ago41:10

41:10

The 2017 tax cuts are no longer temporary. The Big, Beautiful Bill has locked in some provisions while introducing new rules, revised deductions, and expiration dates that affect income, charitable giving, estate planning, and retirement strategies. In this episode of Protect Your Assets, David Hollander discusses: Changes to tax brackets, deductio…

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5 Retirement Blind Spots You Can’t Afford to Ignore 39:02

1M ago39:02

39:02

What are the retirement blind spots many people fail to consider? In this episode of Protect Your Assets, David Hollander explores five commonly missed areas that can impact your retirement experience; such as outdated estate planning, shifting tax laws, rising healthcare costs, underestimated longevity, and a potential loss of purpose post-retirem…

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7 Common Retirement Mistakes—and Smarter Ways to Plan Around Them 40:36

2M ago40:36

40:36

Turning 65 soon? You’re not alone in worrying about outliving your savings. In this episode of Protect Your Assets, David Hollander, The Sandman, breaks down the seven most common mistakes that can quietly derail your retirement plans. From imbalanced portfolios to income stream gaps, healthcare costs, and spending patterns, we explore how small mi…

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Can You Afford to Retire? What to Know About Retirement Health Care Costs 40:37

2M ago40:37

40:37

In this Fourth of July weekend episode of Protect Your Assets, David Hollander considers what financial freedom means in retirement, and the often-overlooked role of retirement health care costs. From navigating Medicare and long-term care options to assessing how health-related expenses may impact your retirement strategy, this episode offers a ra…

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6 Lessons Every Parent Should Teach Kids About Money 39:52

2M ago39:52

39:52

Teaching kids about money is one of the most valuable gifts you can give them, and summer is the perfect time to start. In this episode of Protect Your Assets, David Hollander breaks down six essential lessons to help your children or grandchildren build healthy financial habits early. You’ll learn how to: Talk about earning, saving, and spending i…

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Habits of Rich Retirees: How the Wealthy Approach Spending, Investing, and Planning 36:16

2M ago36:16

36:16

What do wealthy retirees do differently when it comes to spending, investing, and managing their financial future? In this episode of Protect Your Assets, David Hollander shares key lessons from decades of working with high-net-worth clients. You’ll hear insights on purposeful spending, systematic investing, team-based planning, debt strategies, an…

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How to Prepare for a Business Sale: Exit Planning Insights for Owners 38:55

3M ago38:55

38:55

Thinking about selling your business? In this episode of Protect Your Assets, David Hollander discusses key considerations for business owners preparing for a potential sale. From cleaning up your books to understanding valuation methods like EBITDA and discounted cash flow, you’ll learn how to navigate the transition thoughtfully. David also explo…

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Generational Wealth Planning: How to Avoid the Third-Generation Curse 41:08

3M ago41:08

41:08

On this episode of Protect Your Assets, David Hollander delves into the challenges of generational wealth planning and how to avoid the so-called third-generation curse. Discover the key mistakes that can unravel even the largest estates and learn proactive steps to keep your wealth growing for generations to come. From outdated estate plans to bus…

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Falling Interest Rates and Bonds: What 2025 Could Mean for Your “Safe” Money 41:24

3M ago41:24

41:24

With interest rates projected to fall in 2025, many investors are taking a closer look at what they consider “safe” money—particularly bonds and other fixed income investments. In this episode of Protect Your Assets, David Hollander explains how rate shifts may impact the performance of these traditionally conservative assets. You'll also hear a br…

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Early Retirement Strategies: Five Approaches to Consider 38:14

4M ago38:14

38:14

Are you exploring ways to retire early but feeling uncertain about income, savings, or market volatility? In this episode of Protect Your Assets, David Hollander outlines five early retirement strategies that may help you better prepare for the road ahead. From maximizing contributions to tax-advantaged accounts to reassessing lifestyle expenses, d…

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What to Do Before You Retire from Your Job: Key Steps to Take Now 39:18

4M ago39:18

39:18

Thinking about retiring or leaving your job? Before you take that leap, there are a few important things to understand. In this episode of Protect Your Assets, David Hollander—also known as The Sandman—walks through what to do before you retire from your job, including how to handle 401(k) vesting, unused PTO, HSAs, FSAs, and healthcare options. If…

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Financial Planning for Widows: What to Do After Losing a Spouse 42:21

4M ago42:21

42:21

Losing a spouse often means stepping into unfamiliar financial territory at a time when decision-making may feel overwhelming. In this episode of Protect Your Assets, David Hollander, joined by his daughter and Wealth Advisor Claire Hollander, offers thoughtful guidance on how widows can begin navigating their financial life after loss. They explor…

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Are You Smarter Than an Eighth Grader? Take the Bear Market Quiz 34:45

5M ago34:45

34:45

When David’s client Jim was making sandwiches with his eighth-grade daughter, Jessica, he didn’t expect a lesson on bear markets. But her surprising questions led to a deeper conversation about market downturns, retirement, and what it all really means. In this episode of Protect Your Assets, David “The Sandman” Hollander explains key facts about b…

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Laid Off? 5 Things to Know About Your Retirement Accounts 33:59

5M ago33:59

33:59

After 25 years on the job, Frank was laid off—and he’s not the only one. With more layoffs happening across the Bay Area, many are left wondering what to do next, especially when it comes to retirement savings like 401(k)s, 403(b)s, or 457 plans. In this episode of Protect Your Assets, David Hollander, The Sandman, shares five key considerations fo…

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Five Key Considerations for Strengthening Your 401(k) in Today’s Market 32:41

5M ago32:41

32:41

In this episode of Protect Your Assets, David Hollander discusses five key considerations for strengthening your 401(k) in today’s uncertain market. With insights on interest rates, Fed policy, and economic trends, the episode offers practical strategies to help you reassess your retirement planning, reduce risk, and better position your portfolio …

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Social Security Uncertainty: Things to Consider Now 38:27

6M ago38:27

38:27

Will Social Security be there when you need it? In this episode of Protect Your Assets, The Sandman, David Hollander, unpacks recent developments, including privatization discussions and new database access. With so many strategies for claiming benefits, understanding your options is key. Tune in for insights on what could be changing in 2025 and w…

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Five Surprising Ways Annuities Can Impact Your Financial Strategy 38:38

6M ago38:38

38:38

In this episode of Protect Your Assets, host David Hollander discusses the role of annuities in navigating market volatility and protecting your wealth. He provides an in-depth look at fixed index annuities (FIAs) and multi-year guaranteed annuities (MYGAs), comparing them to other investment options like CDs. The episode also addresses common myth…

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Where to Invest in 2025: Smarter Strategies for a Changing Market 35:44

6M ago35:44

35:44

Markets are shifting—are you ready? With economic uncertainty on the rise, understanding alternative investments is more crucial than ever. In this episode of Protect Your Assets, David Hollander, The Sandman, breaks down how sectors like European stocks, healthcare, and bonds are performing, along with private markets and liquid alternatives that …

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From Health to Wealth: Boosting Longevity and Financial Wellness in 2025 44:05

7M ago44:05

44:05

In this episode of Protect Your Assets, David Hollander, The Sandman, wraps up the Retirement Boot Camp series by exploring how health and wellness impact your ability to enjoy your wealth. Joined by health advocate Sheila Hollander and hyperbaric therapy professional Alex Williams, David shares practical tips on better nutrition, fasting, hydratio…

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Retirement Boot Camp: Avoiding Financial Land Mines in 2025 38:33

7M ago38:33

38:33

Join David Hollander, aka The Sandman, for the latest episode of Protect Your Assets, where he discusses strategies to help you approach the financial uncertainties of 2025. Explore the impact of inflation, interest rates, and common investment mistakes. Gain insights on aligning your financial approach with the changing landscape. This retirement …

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Advanced Strategies to Help Supercharge Your 2025 Finances: Boot Camp with The Sandman 40:52

8M ago40:52

40:52

Start 2025 by exploring practical strategies to enhance your financial planning. In this advanced session of our New Year’s resolution financial boot camp, David Hollander, The Sandman, discusses ways to adapt to the changing tax landscape, approaches to Roth conversions, and considerations for retirement income planning. With real-life examples an…

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Financial Boot Camp 2025: Building Smarter Habits for the Year Ahead 39:17

8M ago39:17

39:17

Start 2025 by reevaluating your financial strategies. In this episode of Protect Your Assets, The Sandman, David Hollander, explores foundational steps for managing your finances in the new year. From rethinking budgeting approaches to considering retirement goals, this episode offers insights to help you assess your current plans. You'll also hear…

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Retirement Income Made Easy 39:24

9M ago39:24

39:24

When the paychecks stop, it’s important to know where your retirement income might come from. In this episode of Protect Your Assets, David Hollander explores 12 potential income sources for retirees and highlights how different types of income can be taxed. From Social Security to 401(k) withdrawals, real estate income, and even life insurance, Da…

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Finding Passion and Purpose: Racing on the Spectrum with Sam Ball 41:22

9M ago41:22

41:22

What if your next chapter involved following your passion and even making a movie about it? This week on Protect Your Assets, David Hollander, The Sandman, dives into a fascinating discussion with Sam Ball, director and co-founder of Citizen Film. Together, they explore Sam’s latest documentary project, Racing on the Spectrum, which highlights the …

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Market Trends, Inflation Worries, and Preparing for Volatility 4:13

9M ago4:13

4:13

This week on the Protect Your Assets Market Briefing, David Hollander, a.k.a. The Sandman, breaks down the market’s latest movements, from equities taking a breather to bond yields climbing and oil prices dipping below key support levels. With inflation, tariffs, and a new government driving uncertainty, David shares insights on what to expect as w…

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Is the 4% Rule Still Safe? Rethinking Retirement Income 38:13

10M ago38:13

38:13

In this episode of Protect Your Assets, David Hollander, known as The Sandman, examines the 4% rule—a popular approach for retirement withdrawals that’s been widely used for years. With today’s changing market conditions, he explores why relying solely on this rule may present risks for some retirees. David discusses how shifts in interest rates, i…

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Post-Election Market Surge: What It Means for Your Portfolio and Income" 5:14

10M ago5:14

5:14

In this Protect Your Assets Market Briefing, David Hollander unpacks the market’s strong response to recent election results, with record highs and significant gains across the S&P, Nasdaq, and Dow. David delves into how these shifts—and the Fed’s latest rate cut—could impact your income strategy. He also discusses the importance of staying investe…

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Medicare Made Easy: How to Get the Best Healthcare in 2025 and Beyond 35:00

10M ago35:00

35:00

With healthcare costs on the rise, managing Medicare choices has become increasingly important. In this episode of Protect Your Assets, David Hollander, also known as The Sandman, explores Medicare changes and considerations for 2025. Whether you’re approaching Medicare age or already enrolled, join us to understand how different plans and coverage…

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Beware of Financial Tricks: Avoiding Ghastly Investment Mistakes This Halloween 34:59

10M ago34:59

34:59

In this Halloween-themed episode of Protect Your Assets, David Hollander—aka The Sandman—pulls back the curtain on some of the spookiest financial tricks lurking in today’s market. Beware of “zombie” stocks, haunting tax traps, and the chillingly common pump-and-dump schemes that could leave your portfolio looking like a ghost town! David shares ta…

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Understanding Your Job Benefits: Key Steps Before Leaving Your Job 38:06

10M ago38:06

38:06

Are you thinking about moving on to a new job or considering retirement? Don’t rush into this big decision without understanding what happens to your benefits. In this episode of Protect Your Assets, David Hollander covers everything you need to know before making the leap. From understanding your 401(k) and health savings account to managing unuse…

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Uncovering Retirement Readiness: Are You Truly Prepared? 37:35

11M ago37:35

37:35

In this episode of Protect Your Assets, David Hollander discusses key aspects of retirement planning as a couple prepares to retire in 2025. From questions about liability and income to concerns about underinsurance, David highlights some of the challenges they faced while reviewing their financial plan. This episode offers insights into the kinds …

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Evaluating Your 401(k) and Retirement Income in Uncertain Markets 36:03

11M ago36:03

36:03

In this week's Protect Your Assets podcast, David Hollander explores important actions to evaluate as you approach retirement. With markets at an all-time high and potential volatility ahead due to the upcoming election, now may be a good time to review your portfolio. David discusses common challenges retirees face, including how market drops can …

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5 Retirement Lessons Every Football Fan Will Appreciate 37:02

12M ago37:02

37:02

What can the world of sports reveal about smart retirement planning? In this episode of Protect Your Assets, David "The Sandman" Hollander shares five key takeaways inspired by the return of football. Whether you're a college or professional sports fan, these observations offer useful parallels between sports strategy and managing your retirement. …

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How the Presidential Race Could Impact Your Retirement and Taxes 37:52

12M ago37:52

37:52

In this episode, host David Hollander, aka The Sandman, delves into the critical ways the 2024 presidential election could affect your financial future. With over 30 years of experience in tax, legal, and financial planning, David explores the potential market volatility, investment risks, and changes in tax policies that may arise depending on the…

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Investing in Gold: What You Need to Know Now 40:12

1y ago40:12

40:12

In this episode of Protect Your Assets, David Hollander, the Sandman, dives into the hot topic of gold as it hits a new all-time high of $2,548 an ounce. Should you consider investing in gold right now? David discusses the four essential factors you need to consider before making any decisions. From understanding the market momentum to evaluating t…

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Revving Up for Monterey Car Week: Estate Planning for Car Collections 39:03

1y ago39:03

39:03

As Monterey Car Week shifts into high gear, The Sandman tackles the important topic of estate planning for car collections. Whether you have a single luxury vehicle or an entire fleet of classics, this episode provides crucial advice on how to help protect your automotive assets. David Hollander discusses strategies to help avoid probate, manage ta…

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Financial Advisors: Finding the Perfect Match for Your Retirement 32:45

1y ago32:45

32:45

Join David Hollander, known as The Sandman, on this week's episode of Protect Your Assets, where he explores the intriguing parallels between dating and hiring a financial advisor. Just like dating, finding the right financial advisor involves chemistry, compatibility, and trust. David will guide you through essential questions to ask when consider…

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Five Ways to Help Make Retiring Less Terrifying 33:13

1y ago33:13

33:13

Thinking about retiring in the next six months? Join David Hollander, The Sandman, on this episode of Protect Your Assets as he unveils the top five things to do before taking that big step. David will guide you through essential strategies to help you transition into retirement. From tax-efficient investments to healthcare planning, this episode i…

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Thrifty Travel Tips for Retirees 37:57

1y ago37:57

37:57

Join David Hollander, also known as The Sandman, in this informative episode of Protect Your Assets, where he shares insights on traveling at a discount. With over 30 years of experience in tax, legal, and financial planning and having visited over 85 countries, David offers practical tips to help retirees make the most of their travel budget. Lear…

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Understanding Your Social Security Benefits 35:26

1y ago35:26

35:26

In this episode of Protect Your Assets, host David Hollander, also known as The Sandman, explores the critical aspects of Social Security that every retiree should be aware of. Are you planning on collecting Social Security? Will the benefits you’ve been anticipating be there when you need them? Learn about strategies to potentially increase your S…

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Retirement Readiness: Planning for Your Financial Future 35:29

1y ago35:29

35:29

In this episode of Protect Your Assets, The Sandman discusses how to prepare for a comfortable retirement. Through the story of a client named Mark, David highlights the importance of comprehensive financial planning, addressing concerns about savings, healthcare costs, and long-term care. Learn practical steps to help make sure your retirement pla…

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Tech-Savvy Criminals: Tips for Protecting Yourself from Modern Financial Scams 40:41

1y ago40:41

40:41

In this episode of Protect Your Assets, host David Hollander, also known as The Sandman, dives deep into the latest scams that could potentially threaten your hard-earned money. With the rapid advancement of AI and other technologies, criminals are finding new, creative ways to steal from unsuspecting victims. Joined by Chief Jeremy Bowers of the P…

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Decisions for a Lifetime: Turning Your Pension into Predictable Income 39:33

1y ago39:33

39:33

In this episode of Protect Your Assets, host David Hollander dives deep into one of the most critical financial decisions you'll ever make: turning your pension or retirement fund into a lifetime income stream. David explains why the choice you make may be irrevocable and how it can impact you and your family's future. From understanding different …

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Market Segment: Smart Moves for Your Retirement Portfolio During Times of Market Volatility 4:20

1y ago4:20

4:20

In this market segment, The Sandman tackles the recent market volatility and its implications for your retirement strategy. With the Dow Jones, S&P, and Nasdaq showing mixed performances, and short-term interest rates at their highest in 20 years, The Sandman emphasizes the importance of diversification. Tune in to gain insights on maintaining a ba…