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What You Need to Know About Financial Advisers

Asset Protection Today with Bill Alexander

Release Date: 12/20/2018

When To Convert A Retirement Account To An IRA show art When To Convert A Retirement Account To An IRA

Asset Protection Today with Bill Alexander

Bill goes through scenarios of when it makes sense to convert a retirement account to an IRA.

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When To Retire show art When To Retire

Asset Protection Today with Bill Alexander

Important concepts to consider before you retire and how to set yourself best for asset protection in retirement.

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After Caregiving show art After Caregiving

Asset Protection Today with Bill Alexander

Bill continues his conversation with Diane Surgeon as the subject shifts to what you need to do once your caregiving journey has concluded. 

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Caregiving Respite show art Caregiving Respite

Asset Protection Today with Bill Alexander

Bill welcomes attorney Diane Surgeon to discuss how taking care of yourself when in a caregiving role is an essential part of life planning.

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Minimum Required Distributions show art Minimum Required Distributions

Asset Protection Today with Bill Alexander

Bill breaks down what you need to know about taking money out of a retirement account, before and after retirement.

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401K Mistakes show art 401K Mistakes

Asset Protection Today with Bill Alexander

Bill describes how 401K retirement accounts work and how to avoid some common mistakes.

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Long-term Care Options show art Long-term Care Options

Asset Protection Today with Bill Alexander

Bill dives in to the options and costs of the various forms of long-term care that are available. 

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Umbrella Insurance show art Umbrella Insurance

Asset Protection Today with Bill Alexander

Bill explains what umbrella insurance is, how it should be used, how much you should have and why it's more important than you think. 

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The SECURE Act show art The SECURE Act

Asset Protection Today with Bill Alexander

Bill explains how a potential new piece of legislation could create major changes for retirement accounts. 

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Asset Protection with Revocable Trusts  show art Asset Protection with Revocable Trusts

Asset Protection Today with Bill Alexander

Bill goes into detail on how trusts work and how revocable trusts can be used in your asset protection plan to protect your assets from uncertain family dynamics. 

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More Episodes

Making investments and understanding risk can be overwhelming. This is why many people choose to rely on a financial adviser to help manage their investments. However, it's important to know that your financial adviser is only as good as the tools that he or she has at their disposal. 

In this episode Bill explains why certain investments are recommended by financial advisers and goes into detail on bonds, exchange traded funds, mutual funds and other investment tools. 

Want to learn more? Schedule a consultation with W.G. Alexander & Associates – we offer a unique blend of asset protection, Elder Law and estate planning. You can also attend our free seminars, learn more through our website at www.wgalaw.com, or call us at (919) 256-7000.