Protect Your Assets

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

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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.

https://t.co/H81bR0Wer6

#ProtectYourAssets #RothIRA #RothConversion #RetirementPlanning

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Contributory Roths and Roth conversions follow different rules, and understanding those differences matters during our Financial Boot Camp.

Learn more: https://t.co/H81bR0Wer6

#ProtectYourAssets #2026TaxPlanning #TaxPlanning #RetirementPlanning

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In this episode of Protect Your Assets, David Hollander explores key tax law updates and retirement planning considerations for 2026.

https://t.co/H81bR0Wer6

#ProtectYourAssets #TaxPlanning #RetirementPlanning

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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.

https://t.co/H81bR0Wer6

#ProtectYourAssets #TaxPlanning #RetirementPlanning

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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.

https://t.co/H8qR4e422C

#ProtectYourAssets #DavidHollander #FinancialPlanning

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This week David Hollander breaks down why retirement planning goes beyond a single number and how income, timing, and taxes shape the bigger picture.

https://t.co/H8qR4e422C

#ProtectYourAssets #DavidHollander #FinancialPlanning #RetirementPlanning #FinancialBootCamp

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When income has a purpose from the start, saving becomes intentional and planning gets easier. This is one of the core ideas in this new episode, along with updated contribution limits and more.

https://t.co/H8qR4e422C

#ProtectYourAssets #DavidHollander #FinancialPlanning

[Protect Your Assets @pyaradio]

Start the year strong with a 2026 financial bootcamp covering budgeting basics, updated 401(k), Roth, HSA limits, and retirement income planning.

Listen to the newest episode here: https://t.co/H8qR4e422C

#ProtectYourAssets #FinancialPlanning #RetirementPlanning

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David Hollander is joined by 2026 California gubernatorial candidate Ethan Agarwal for a wide-ranging conversation on innovation and policy decisions in California.

https://t.co/LCCEWGFMzj

#ProtectYourAssets #DavidHollander #EthanAgarwal

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David Hollander sits down with 2026 California gubernatorial candidate Ethan Agarwal to discuss innovation, job growth, AI investment, government modernization, and more.

https://t.co/LCCEWGFMzj

#ProtectYourAssets #DavidHollander #EthanAgarwal

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David Hollander sits down with Ethan Agarwal, a technology entrepreneur and candidate for California governor in 2026, for a policy-focused conversation on the state’s economic future.

https://t.co/LCCEWGFMzj

#ProtectYourAssets #DavidHollander #EthanAgarwal

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This episode of Protect Your Assets walks through the questions many people face as they get closer to leaving work and why getting clear on your options can make the transition feel more manageable.
https://t.co/nWFeWdyI2J

#ProtectYourAssets #RetirementPlanning

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This episode of Protect Your Assets takes a closer look at vesting schedules and other details worth reviewing before you make the decision to retire.

https://t.co/nWFeWdyI2J

#ProtectYourAssets #RetirementPlanning #FinancialPlanning

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If retirement feels uncertain, the missing piece is often information, not money. This episode explores what to review before leaving work and how timing and benefits can change the picture.

https://t.co/nWFeWdyI2J

#ProtectYourAssets #RetirementPlanning #FinancialPlanning

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Planning to retire next year? This week’s episode of Protect Your Assets covers key steps to take before leaving work, from 401(k) vesting to health insurance and pensions.

Listen here --> https://t.co/nWFeWdyI2J

#ProtectYourAssets #RetirementPlanning #FinancialPlanning

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Are you contributing enough to get the full thrift savings plan match? David breaks down this and other costly TSP mistakes in this week’s episode.

Listen here: https://t.co/knmIdo3L3n

#ProtectYourAssets #DavidHollander #TSP #ThriftSavingsPlan

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This episode dives into the five biggest mistakes federal employees make and how to get back on track.

https://t.co/knmIdo3L3n

#ProtectYourAssets #DavidHollander #TSP #ThriftSavingsPlan

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For federal employees and service members, the G Fund can seem like the safest thrift savings plan option. But when inflation rises, “safe” may not mean what you think.

Learn more: https://t.co/knmIdo3L3n

#ProtectYourAssets #DavidHollander #TSP #ThriftSavingsPlan

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David Hollander breaks down the most common thrift savings plan (TSP) mistakes he sees today, including under-contributing and overlooking how inflation affects conservative allocations.

https://t.co/knmIdo3L3n

#ProtectYourAssets#TSP #ThriftSavingsPlan

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Year-end is the perfect time to review gains, contributions, and strategies for building Roth savings when direct contributions aren’t allowed.

Learn more: https://t.co/R4Pas13RDv

#ProtectYourAssets #YearEndTaxPlanning #RetirementPlanning