Your Money & Your Life Podcast

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The Latest Financial Update on Coronavirus

April 23, 2020

As we approach the third month dealing with the coronavirus health crisis, let’s get an update on where things stand. Don will tell us how he’s dealing with the quarantine, what clients are concerned about, and the adjustments you might want to consider.

 

Read more and get additional resources here: https://doncashpodcast.com/?p=277 

 

Today's show schedule: 

1:56 - Some quarantine trivia.

3:47 - How is the family doing through all this?

4:47 - Don’s three good things to reflect on.

6:30 - How are clients and other people in the industry dealing with this?

7:39 - It’s hard to find context for a lot of the statistics we’re hearing.

10:42 - What kind of feedback are you hearing from clients since last month?

11:28 - The changes in the IRA rules have caused some confusion. Don clears things up.

13:45 - Tax obligations for these provisions.

14:24 - What adjustments are clients making right now?

17:00 - Does this law affect charitable donations at all?

19:09 - Getting to Know Don: If you could relay a message to yourself 20 years ago, what would you tell yourself knowing what you know now?