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April 5, 2025 51 mins

In this episode of Protecting Your Assets, host Steve Shyman and guest Bron Urbanik discuss various aspects of financial services, focusing on retirement planning and the importance of consumer protection. Bron shares his experiences as a bank liquidation specialist during the FDIC's involvement in bank closures, highlighting the measures taken to protect consumers during financial crises. The conversation transitions to the significance of safe money strategies, particularly index annuities, and the risks associated with market volatility, including the sequence of returns risk that can impact retirement income. 

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Retire, Plan, Save IRA, 401K, Healthcare, Longevity, Taxes

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