Your Money & Your Life Podcast

Should New Technology Influence Your Investment Strategy?

From a man walking on the moon half a century ago to self-driving cars by the end of the year, technology is always changing. So should our investment strategy change alongside it? It's a question we can't avoid anymore so we'll dive into it.
To see the full show notes, click here. 

How The SECURE Act Might Impact Your Retirement Planning

The SECURE Act passed in the House and brought with it 29 provisions that would change some of the decisions and actions you’ll take when planning for retirement. What are some of the top things you should be aware of? We'll discuss that in this episode.
Check out the full show notes by clicking here. 
Take a look at what you can expect: 
2:05 - One of the provisions in the SECURE Act would raise the required minimum distribution age to 72.
7:08 - The new bill removes the age limitation on IRA contribution.
8:18 - The option for a stretch IRA for heirs has been removed, which is one of the negative sides of the bill.
11:21 - Contact your senators to let them know about your thoughts, especially about the stretch IRA being removed.
12:20 - Getting to Know You: What is Don’s greatest accomplishment? 
15:15 - Cash Connection: Are all long-term care insurance policies so expensive?

"Fake News" Impacting Your Financial Life

The term “fake news” has become synonymous with the political climate of the past few years. But the phenomenon has spread to other parts of our culture as well. What about fake news in the financial space? We’ll look at some recent news headlines to see if they qualify to be labeled as “fake news”.

Recent Headlines: Last Month's Volatility & Brexit

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.

Plan Your Summer Vacation & Your Retirement

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...

5 Key Retirement Planning Mistakes

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.

College Planning And The Looming Debt Crisis

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.

Presidential Candidates & Future Tax Rates

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.