Protecting Your Assets with Steve Shyman

On this edition we dive into hoops, analogies, and tie it to retirement planning. Sound fun? Buckle up and learn something. Knowing and mastering fundamentals in basketball is a key to success and the same can be said for planning for retirement. Learning from the legends of coaching can help in the game of retirement. 

If you have any questions concerning your retirement call Wilsave Financial 833-945-7283 or click here and visit our website.

Retire, Retiring, Retirement, Plan, Save, 401K, Roth, Pension, 

See omnystudio.com/listener for privacy information.

On this week’s show we discuss navigating taxes in retirement. The Roth is one tool that has been around since the late 90’s and we will discuss the benefits. Happiness 401K has become a staple on the show, because we all want to find our happy. Client Circle guest this week is Joyce. 

If you have any questions call Wilsave Financial 833-945-7283 or click here to visit our website.

Retirement, Planning, Roth, IRA, TSP, Saving, Taxes

See omnystudio.com/listener for privacy information.

Coming up on this week's show we will cover the worst retirement advice and what to do if you are following it. Client Circle guest Dafton joins Steve Shyman, and we talk Happiness 401K and what it is all about. 

If you have any questions concerning your retirement

call Wilsave Financial 833-945-7283 or click here to visit our website.

Retire, Plan, Budget, Save, Taxes, Roth, 401K, Pension

See omnystudio.com/listener for privacy information.

On this week’s show we have some fun discussing the similarities between game planning for football and mapping out your retirement. Retire like a champ in 4 easy steps. We will also visit the happiness 401K discussion and why it's so important.

If you have any questions call Wilsave Financial 833-945-7283 or click here to visit the website.

Retire, Save, Plan, Taxes, 401K, Roth, Healthcare

See omnystudio.com/listener for privacy information.

Retirement is all About Change, are you Ready? On this week’s show we will discuss changes that will be coming when you enter retirement. How you choose to deal with the changes is vital. Having a plan will help navigate. Retirement and retirement planning has evolved over the last 50 years, we will discuss the Modern Retirement compared to what we all know as traditional retirement. We dive into the Happiness 401K and why it is so important.. 

If you have any questions concerning your retirement

call Wilsave Financial 833-945-7283 or click here.

Retirement, Risk, Planning, Taxes, Saving, 401K, Roth

See omnystudio.com/listener for privacy information.

On this week’s show new year financial resolutions. What steps should you be taking to strengthen your finances in the new year?  Achieving financial happiness in retirement is possible, but will a different path for each of us. Happiness 401K is always about finding the "Happy" in retirement. 

If you have any questions call Wilsave Financial 833-945-7283.

Retirement, Safety, Planning, Saving, 401K, Roth, IRA, Taxes

See omnystudio.com/listener for privacy information.

The importance of financial planning for retirement is a subject we focus on each week. Our friends in Hollywood have long used the subject as a source for comedy. We will provide a few examples, but also stress how serious this is for you as you move toward your own retirement. Happiness 401K and Client Circle guest Kathy.

If you have any questions about retirement planning

call Wilsave Financial 833-945-7283.

Retirement, Planning, Saving, Taxes, Healthcare, 401K, Roth

See omnystudio.com/listener for privacy information.

On this week’s show we discuss things you should be doing as the year comes to end when it comes to retirement planning. Another installment of The Happiness 401K with a Client Circle guest Luz stopping by. We want retirement to be the best that it can be, so we have some planning pitfalls to avoid.

If you have any questions concerning your retirement

call Wilsave Financial 833-945-7283.

Planning, Retiring, Saving, Taxes, 401K, Roth, IRA

See omnystudio.com/listener for privacy information.

On this edition we dive in on Secure Act 2.0 provisions already in play, plus what is coming in 2024. We will also focus on often overlooked questions that can have a big impact on your retirement. Happiness 401K and Client Circle guests Greg & Mary.

If you have any questions concerning your own retirement scenario

call Wilsave Financial 833-945-7283.

Retiring, Planning, Saving, 401K, Roth, IRA, TSP, 403B

See omnystudio.com/listener for privacy information.

On today’s show you’re 10 years out from retirement and planning for retirement is vital. We have financial red zone tips on today’s show. When do you withdraw from your retirement accounts and in what order? We will discuss some winning moves as well as moves to avoid.  Also more Happiness 401K discussion along with Client Circle guest Joyce.

If you have any questions around your retirement

call Wilsave Financial 833-945-7283.

Retirement, Income, Taxes, Roth, 401K, Planning, Insurance 

See omnystudio.com/listener for privacy information.

On this week’s episode The US Retirement income system received a C+ grade achieving just a score of 63 or should we say underachieving. We will discuss and give you ways to get an A+ retirement plan. Client Circle guest Aida sits down with Steve and talks about her experience with Wilsave Financial as a client.

If you have any questions about your own retirement

call Wilsave Financial 8330945-7283.

Retirement, Pension, Healthcare, Planning, Taxes, Roth, 401K

See omnystudio.com/listener for privacy information.

On this week's show we discuss the latest news from Wall Street and what that means for retirement planning. Running out of money in retirement is the number one fear for retirees, we will go over how to avoid this fate.  Creating the Happiness 401K is vital and we will discuss what that means for your bigger picture. 

If you have any questions concerning your own retirement

call Wilsave Financial 833-945-7283.

Retirement, 401K, IRA, RMD, Savings, Planning, Taxes

See omnystudio.com/listener for privacy information.

On this week’s show we get into the “Do’s and Don’ts” of retirement planning. Facing your financial fears heading into retirement is very important. First step is identifying those fears and then work on how to overcome those fears. More on the "Happiness 401K" this week.

If you have any questions or concerns about your retirement

call Wilsave Financial 833-945-7283.

Retirement, Planning, 401K, IRA, Taxes, Savings, 

See omnystudio.com/listener for privacy information.

On this edition of "Protecting Your Assets" we dive into a recent Northwestern Mutual Study on Financial instability. Some of the top economic articles that will impact retirement make the show this week. Chicago making headlines for all the right reasons. We will also continue our discussion around the happiness 401K. 

If you have any questions concerning your retirement

call Wilsave Financial 833-945-7283.

Retire, Savings, Roth, TSP, 401K, Planning, Taxes, 403B

See omnystudio.com/listener for privacy information.

On this week's show we tackle planning for the retirement life you want. We will discuss retirement planning assumptions to avoid. There are six and you will want to make sure you are not following these assumptions. We will also dive in on ‘little” things that can make a big difference in your retirement. We will also feature our Client Circle guests -Greg and Mary.

If you have any questions about your own call Wilsave Financial 833-945-7283.

Planning, Plan, Savings, Save, Taxes, 401K, Roth 

See omnystudio.com/listener for privacy information.

On this week's show we start with a deep dive into the Oprah and Arthur Brooks book "Build The Life You Want". The book discusses achieving happiness. The "Happiness 401K" in the book is all about gaining control of your financial life. We will also have a client circle interview with Corrine. 

If you have any questions concerning your retirement

call Wilsave Financial 833-945-7283.

Plan, Save, Money, Taxes, IRA, Roth, 401K

See omnystudio.com/listener for privacy information.

On this week's edition we focus in on the latest from the city of Chicago. Foodie news with new restaurant Miru is making a big splash. Best colleges list came out and three local schools made the top 10. Retirement planning can be impacted by the latest financial news we will hit the headlines. Picking the right financial advisor for you is a very important decision. Don't take it lightly. We have a client spotlight on today's show and let us just say you don't want to miss Syble.

If you have any questions concerning your retirement

call Wilsave Financial 833-9457283. 

Retire, Save, Plan, 401K, Roth, IRA, Taxes

See omnystudio.com/listener for privacy information.

On this week's edition we dive into all things Chicago. Great restaurants are popping up all over. You want to enjoy your retirement so plan well to achieve that goal. You may want to dine out at one of the new restaurants or take that special vacation once you retire. Coming up we will discuss financial planning myths. What is fact, what is fiction, or what is somewhere in between. 

If you have any questions concerning your retirement

call Wilsave Financial 833-945-7283.

Retirement, Planning, Saving, Taxes, 401K, Pension, Roth, Insurance

See omnystudio.com/listener for privacy information.

On this week’s edition we discuss tips that can help you gain control of your finances and your retirement. Real life case studies will be presented. We will also discuss the latest financial news articles that caught the eye of Steve Shyman. 

If you have any questions call Wilsave Financial 833-945-7283.

Planning, Retirement, Savings, Taxes, 401K, TSP

See omnystudio.com/listener for privacy information.

On this week’s show we dive into big money mistakes by very familiar names. We will also give you tips on how to avoid the same mistakes. How can an advisor help in similar situations? The reason Steve Shyman is in this business is because his dad made some big financial mistakes late in life that could have been avoided with a plan. We dive in and discuss. Top financial articles that caught the attention of the show we will also make this week's edition.

If you have any questions concerning your retirement

call Wilsave Financial 833-945-7283.

Retirement, Planning, Save, Taxes, 401K, Pension,

See omnystudio.com/listener for privacy information.