Protect Your Assets

@pyaradio

Retirement & investing advice with David Hollander, "The Sandman," a Financial Advisor, Attorney, and Founder of @libertygrpllc. Weekly podcast & @KNBR show.

Berkeley, CA

pyaradio.com

Joined November 2014

Protect Your Assets
@pyaradio
Jan 16
During our Financial Boot Camp, we discuss when a Roth conversion may not align with certain retirement and income considerations. including impacts on Social Security and Medicare. libertygroupllc.com/radio-show/202… #ProtectYourAssets #RothIRA #RothConversion #RetirementPlanning
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Protect Your Assets
@pyaradio
Jan 15
Contributory Roths and Roth conversions follow different rules, and understanding those differences matters during our Financial Boot Camp. Learn more: libertygroupllc.com/radio-show/202… #ProtectYourAssets #2026TaxPlanning #TaxPlanning #RetirementPlanning
Protect Your Assets
@pyaradio
Jan 14
In this episode of Protect Your Assets, David Hollander explores key tax law updates and retirement planning considerations for 2026. libertygroupllc.com/radio-show/202… #ProtectYourAssets #TaxPlanning #RetirementPlanning
Protect Your Assets
@pyaradio
Jan 13
The Protect Your Assets New Year’s resolution Financial Boot Camp continues with an advanced look at 2026 tax planning and how recent tax law changes may affect retirement and income decisions. libertygroupllc.com/radio-show/202… #ProtectYourAssets #TaxPlanning #RetirementPlanning
Protect Your Assets
@pyaradio
Jan 9
In this episode of PYA, David Hollander uses a real California example to show how capital gains taxes can stack up quickly when selling a highly appreciated asset, especially in a high-tax year. libertygroupllc.com/radio-show/the… #ProtectYourAssets #DavidHollander #FinancialPlanning
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