Protecting Your Assets with Steve Shyman

Steve Shyman
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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.

  1. 5D AGO

    Will Your Retirement Go the Distance?

    In this conversation, Steve Shyman discusses the evolving landscape of retirement planning, emphasizing the need for updated strategies in light of changing economic conditions, inflation, and the potential cuts to Social Security. He critiques the outdated 4% withdrawal rule and highlights the importance of guaranteed income for a secure retirement. The discussion also touches on employee happiness and productivity, tax strategies for retirement savings, and real-life scenarios that illustrate common retirement planning challenges. If you have any questions about retirement planning call Wilsave Financial 833-945-7283 or click here to visit our website Retire, Plan, Save IRA, 401K, Healthcare, Longevity, Taxes See omnystudio.com/listener for privacy information.

    52 min

  2. AUG 16

    Annuities, Taxes, and Your Retirement

    In this conversation, Steve Shyman discusses the importance of reviewing annuities in light of changing interest rates and the evolution of annuity products. He emphasizes the need for clarity, control, and confidence in retirement planning, particularly regarding hidden fees in variable annuities and the potential benefits of 1035 exchanges. The discussion also covers the tax implications of retirement accounts, the concept of the lump sum time bomb, and strategies for minimizing tax burdens. Throughout the conversation, Shyman encourages listeners to take proactive steps in their financial planning and to seek professional guidance If you have any questions about retirement planning call Wilsave Financial 833-945-7283 or click here to visit our website Retire, Plan, Save IRA, 401K, Healthcare, Longevity, Taxes See omnystudio.com/listener for privacy information.

    52 min

  3. AUG 9

    Will You be Able to Retire Happily? And Client Circle Guest Sandy

    In this episode of Protecting Your Assets, Steve Shyman and Morgan Patrick discuss the critical aspects of retirement planning, including common myths, healthcare costs, tax strategies, and the importance of early savings. They emphasize the need for a comprehensive plan that includes estate planning and beneficiary designations, as well as the benefits of Roth conversions and annuities for guaranteed income. The episode also features a client circle segment with Sandy, who shares her positive experience with Will Save Financial, and a discussion on the role of humor in enhancing happiness during retirement. If you have any questions about retirement planning call Wilsave Financial 833-945-7283 or click here to visit our website Retire, Plan, Save IRA, 401K, Healthcare, Longevity, Taxes See omnystudio.com/listener for privacy information.

    52 min

  4. AUG 2

    Understanding The "Buffet" Indicator

    In this episode of Protecting Your Assets, Steve Shyman discusses various aspects of retirement planning, including the implications of paying off a mortgage, understanding retirement income needs, the downsizing dilemma, the importance of savings, and the impact of inflation on retirement income. He also explores the Buffett Indicator and its implications for market trends, the emotional side of retirement, and provides practical solutions to common retirement scenarios. If you have any questions about retirement planning call Wilsave Financial 833-945-7283 or click here to visit our website. Retire, Plan, Save IRA, 401K, Healthcare, Longevity, Taxes See omnystudio.com/listener for privacy information.

    52 min

  5. JUL 26

    Creating Retirement Security in Chaotic Times

    In this episode of Protecting Your Assets, Steve Shyman discusses the increasing uncertainty surrounding retirement planning in today's economic climate. He emphasizes the importance of having a solid retirement plan, especially as many Americans feel unprepared for retirement. The conversation explores the emotional aspects of retirement, the necessity of managing negative emotions, and the challenges faced by younger generations regarding retirement. Real-life success stories illustrate how individuals can overcome obstacles through effective planning. The episode concludes with practical scenarios that highlight the importance of personalized retirement strategies If you have any questions about retirement planning call Wilsave Financial 833-945-7283 or click here to visit our website Retire, Plan, Save IRA, 401K, Healthcare, Longevity, Taxes   See omnystudio.com/listener for privacy information.

    51 min

  6. JUL 19

    Successful Retirement Doesn't Happen By Accident

    In this episode of Protecting Your Assets, Steve Shyman discusses the essential steps for creating a successful retirement plan. He emphasizes the importance of having a clear vision for retirement, building a smart income distribution strategy, and understanding the tax implications of retirement savings. The conversation also touches on the impact of divorce on financial stability and provides real-life scenarios to illustrate the complexities of retirement planning. Steve encourages listeners to take proactive steps in their financial planning and offers complimentary appointments to help them navigate their retirement journey. If you have any questions about retirement planning call Wilsave Financial 833-945-7283 or click here to visit our website. Retire, Plan, Save IRA, 401K, Healthcare, Longevity, Taxes See omnystudio.com/listener for privacy information.

    52 min

  7. JUL 12

    Safe Savings or Market Risk, Which is Better for You?

    In this episode of Protecting Your Assets, Steve Shyman discusses the critical differences between saving and investing, emphasizing the importance of timing and balance in financial planning. He highlights the need for a comprehensive retirement strategy that considers longevity, inflation, and personal goals. The conversation also explores the concept of phased retirement, allowing individuals to transition gradually into retirement while maintaining financial stability. Real-life scenarios illustrate the complexities of retirement planning, including legacy considerations and the implications of life insurance policies If you have any questions about retirement planning call Wilsave Financial 833-945-7283 or click here to visit our website Retire, Plan, Save IRA, 401K, Healthcare, Longevity, Taxes See omnystudio.com/listener for privacy information.

    52 min

  8. JUN 28

    Sabotaging Your Retirement Without Even Knowing It?

    In this episode, Steve Shyman discusses common financial mistakes that baby boomers make as they approach retirement. The conversation covers critical topics such as the implications of Social Security, the importance of early retirement contributions, risk management in investments, and the necessity of tax planning. Additionally, the episode highlights the challenges faced in the first year of retirement, including emotional and financial decision-making. Listeners are encouraged to take proactive steps in their retirement planning to ensure financial security and peace of mind If you have any questions about retirement planning call Wilsave Financial 833-945-7283 or click here to visit our website Retire, Plan, Save IRA, 401K, Healthcare, Longevity, Taxes See omnystudio.com/listener for privacy information.

    52 min
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About

On Protecting Your Assets with Steve Shyman, Chicago's retirement, income and wealth coach helps thousands of people plan for a better financial life. Steve helps his clients avoid financial industry traps and manage as much risk, distress and confusion as possible. He treats the goals/objectives of each of his clients as if they were his own, in order to provide sound financial advice. Secure the peace of mind that you're entitled to. Meet with a fiduciary who commits himself to honest and integrity.

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