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Protect Your Assets

Protect Your Assets

De : Protect Your Assets | Cumulus Media San Francisco
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David Hollander, The Sandman℠, helps his listeners sleep well at night because they know their assets are protected. Financial and investment services offered through Liberty Wealth Management & Liberty Group LLC.

2026 Cumulus San Francisco
Economie Finances privées Politique et gouvernement
Épisodes
  • Bonds Explained: What Today’s Bond Market Means for Investors
    Mar 2 2026

    The bond market is shifting, and understanding bonds is critical in today’s interest rate environment.

    In this episode, David Hollander discusses bond basics, including yield, duration, callable bonds, and the yield curve, while explaining how falling interest rates may impact income, portfolio stability, and retirement planning.

    If you’re holding cash, approaching retirement, or reviewing your fixed income strategy, this episode will help you better understand what’s happening and what to consider next.

    You can send your questions to questions@pyaradio.com for a chance to be answered on air.

    Catch up on past episodes: http://pyaradio.com
    Liberty Group website: https://libertygroupllc.com/
    Attend an event: www.pyaevents.com

    Schedule a complimentary 15-minute consultation: https://calendly.com/libertygroupllc/scheduleacall/

    See omnystudio.com/listener for privacy information.

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    33 min
  • 401(k) Creditor Protection in California: Is Your Retirement Account Really Safe?
    Feb 24 2026

    Is your 401(k) protected from creditors in California, or is that just a myth? In this episode of Protect Your Assets, David Hollander discusses how California creditor-exemption rules may apply to retirement accounts and why protection can depend on individual facts and court interpretation. With recent updates under Assembly Bill 2837, effective January 1, 2025, many investors may be surprised to learn how courts actually interpret these protections.

    David reviews California Code of Civil Procedure Section 704.115 and key court decisions, including one well-known California case involving a 60-year-old executive in bankruptcy who argued that his retirement accounts should be fully protected from creditors. The court examined his age, income, expenses, and future earning potential before deciding how much, if any, of his retirement savings could be shielded. Through examples like this, David explains how factors such as your age, income, other assets, and proximity to retirement can determine whether your 401(k) is protected. If your retirement account is one of your largest assets, this episode clarifies what you need to know about 401(k) creditor protection in California and where potential risks may exist.

    You can send your questions to questions@pyaradio.com for a chance to be answered on air.

    Catch up on past episodes: http://pyaradio.com
    Liberty Group website: https://libertygroupllc.com/
    Attend an event: www.pyaevents.com

    Schedule a complimentary 15-minute consultation: https://calendly.com/libertygroupllc/scheduleacall/

    See omnystudio.com/listener for privacy information.

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    35 min
  • How to Choose a Financial Advisor: 5 Questions to Ask Before You Commit
    Feb 18 2026

    Choosing a financial advisor is one of the most important decisions you’ll make as you approach retirement. But how do you know if you’re hiring the right person?

    In this Valentine’s Day special of Protect Your Assets, David Hollander, The Sandman, explains why hiring a financial advisor is a lot like dating. Chemistry and trust matter, and asking the right questions upfront can help you avoid costly mistakes later.

    David covers the number one mistake people make when hiring a financial advisor, why focusing only on past performance can be misleading, and the key difference between a fiduciary and a suitability standard. He also discusses how to evaluate credentials, understand advisory fees, and determine whether an advisor truly aligns with your long-term retirement income and tax strategy.

    You can send your questions to questions@pyaradio.com for a chance to be answered on air.

    Catch up on past episodes: http://pyaradio.com
    Liberty Group website: https://libertygroupllc.com/
    Attend an event: www.pyaevents.com

    Schedule a complimentary 15-minute consultation: https://calendly.com/libertygroupllc/scheduleacall/

    See omnystudio.com/listener for privacy information.

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    36 min
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