Major US stock indexes fell more than 6% in May, so we'll take a quick look back at last month and discuss what brought about these changes. And to continue with the news topics, we'll talk about recent updates on Brexit, and get Don's opinion on how we should take all of these news events into account in regards to our financal plans. We'll close out with an email question about the pros and cons of gifting assets.
If you’re heading out on a road trip this summer, there’s a long checklist of items that you want to be sure you haven’t forgotten. And in retirement planning, some of those exact same items need to be addressed. Let’s look at some of the items that should appear on both your road trip checklist and your retirement planning checklist...
When it comes to retirement planning, it's easy to make a mistake that you can't undo. And oftentimes, it just comes down to the fact that you don't know what you don't know. So this week, Don sheds some light on the top 5 mistakes he has seen people make throughout the planning process.
Outstanding student loans currently total 1.5 trillion dollars, and according to a recent news event they may have a hand in our next major recession. We'll find out Don's thoughts on the debt crisis, and how we should take this into account when planning for our children and grandchildren's future college education.
On this first episode of the "Your Money & Your Life" podcast, we'll get to know Don a bit better and find out how his background in the field has shaped his investing and holistic planning philosophies. After that, we'll dive into our first topic. Don will help us unpack the key points of the new tax code, and we'll learn how the upcoming election may affect both our future tax rates and our retirement accounts.
Coming soon you'll be able to get great financial and retirement planning guidance from Certified Financial Planner Donald Cash in Red Bank, NJ on his new podcast, Your Money & Your Life. You'll get to hear two new episodes each month as Don helps you navigate the complexities of the financial world.
The first episode launches in April and don't forget to subscribe on iTunes and your favorite podcast apps.