In this episode of Protect Your Assets, David Hollander discusses key considerations around business exit planning for owners who may be thinking about selling a privately held company. He explores why preparing in advance can matter, from understanding what a business may be worth to organizing financials, preparing for due diligence, and evaluating potential tax implications.

David also explains why business exit planning is about more than the sale itself. Owners may need to think carefully about what comes after the transaction, including how sale proceeds fit into long-term income planning, lifestyle goals, and the next chapter of life.

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

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In this episode of Protect Your Assets, David Hollander reviews the role of the 4% rule in retirement planning and shares why it may not be appropriate for every investor or retirement situation. He covers several factors that can affect withdrawal strategies, including changing market conditions, inflation, taxes, and longer life expectancy. This episode offers an educational look at why retirement income planning often benefits from a strategy tailored to individual goals, resources, and risk considerations.

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.

In this episode of Protect Your Assets, David Hollander sits down with reverse mortgage specialist Chris Freck to discuss how reverse mortgages work and how they may allow homeowners to access equity while continuing to live in their home. They cover eligibility requirements, how loan amounts are determined, and the differences between fixed and adjustable reverse mortgage options.

David and Chris also walk through real-life examples to explain how reverse mortgages are sometimes used to supplement retirement income, create a line of credit, or provide additional flexibility later in life.

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.