Your Money & Your Life Podcast

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How Have Our Clients Been Doing Through Quarantine?

May 21, 2020

We spend a lot of time on the financial side of life, but money is nothing without your physical and mental health. Today we talk to Don about how clients have been handling isolation, how they’re staying healthy, and whether they are starting to venture out.


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Today's show schedule: 

1:09 – What’s the latest update on opening up businesses?

2:57 – Don was finally able to get a haircut but here’s what he had to do.

5:15 – How are clients doing financially and emotionally through this pandemic?

7:06 – Are clients starting to venture out yet at all?

10:13 – The isolation is starting to wear on people.

13:20 – Many deceased people are receiving stimulus checks.

14:59 – A lot of companies like insurance are providing discounts during this time.

16:56 – Cash Connection question: I just inherited a large sum of money from my dad. I thought it would be a bout $50,000 but it’s about 10x that amount. I’ve been saving on my so I don’t really know what to do with this. Any recommendations?

18:39 – Different tax treatment for each asset in the inheritance