Your Money & Your Life Podcast

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The Highlights & Lowlights - Wrapping Up 2020

As you wrap your gifts and prepare for the ball drop, we wrap up 2020 by reviewing the highlights and lowlights that happened this year. Can you believe all that’s happened?

 

Read more and get additional financial resources here: 

https://doncashpodcast.com/podcast/the-highlights-lowlights-wrapping-up-2020/

 

Download the strategies checklist PDF: https://doncashpodcast.com/wp-content/uploads/2020/12/7-Best-Strategies-for-Year-End-Planning-2020.pdf 

 

What we discuss on this show: 

0:39 - It’s beginning to look a lot like Christmas with snow for Don.

3:28 - Let’s do a year-end wrap up of 2020.

5:37 - January was when we were talking about the impeachment of the president.

6:28 - March we started the shutdown.

6:50 - Early summer we had protests and riots.

8:07 - By fall we were watching the election.

10:40 - What lessons can we carry into 2021?

15:05 - What habits have we changed?

18:10 - What other surprises has 2020 brought?

End of Year Financial Checklist + Market Update

We’re closing in on the end of the year, which is a great time to catch up on a little rest and relaxation. Before you do that, there are some financial items you should review before the calendar turns to January. We’ll run through a list of five planning considerations on this show, and we’ll also get Don’s thoughts on the recent surge in the market.

 

Read more and get additional financial resources here: https://doncashpodcast.com/podcast/end-of-year-financial-checklist-market-update/ 

 

Download the strategies checklist PDF: https://doncashpodcast.com/wp-content/uploads/2020/12/7-Best-Strategies-for-Year-End-Planning-2020.pdf 

 

What we discuss on this show: 

1:14 – Holiday update

5:29 – Market up nearly 10% in November, surprising?

7:16 – How much is vaccine and treatment related?

8:25 – Value vs Growth companies

13:46 – Roth conversions

16:07 – IRA hardship distribution

17:07 – Qualified Charitable Distributions

18:49 – Estate Planning

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