Thursday Sep 19, 2019
What Can We Learn From Interest Rates?
Your Money & Your Life Podcast
Financial and retirement planning guidance from Certified Financial Planner Donald Cash in Red Bank, NJ. Truly understanding what's happening inside your portfolio is so important to achieving retirement success. The planning process can be difficult if you tackle it alone, so make sure to listen to each episode to get great guidance and make the task much easier.
Listen on:
Episodes
Episodes
Thursday Sep 05, 2019
Thursday Sep 05, 2019
The second half of the year can be a great time to evaluate your portfolio and take the necessary steps to get your finances organized. If you don’t know where to start, we’ll give you a checklist of items you should be focused on during the 3rd and 4th quarter.
Check out the full show notes by clicking here.
Friday Aug 23, 2019
Friday Aug 23, 2019
A recent dip the in the stock market has stirred up some concern and worry amongst investors. Is it a sign that something worse might be up ahead or is this just another bump in the road?
Check out the full show notes by clicking here.
Thursday Aug 01, 2019
Thursday Aug 01, 2019
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.
Thursday Jul 25, 2019
Thursday Jul 25, 2019
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?
Wednesday Jul 03, 2019
Wednesday Jul 03, 2019
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”.
Thursday Jun 20, 2019
Thursday Jun 20, 2019
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.
Thursday Jun 06, 2019
Thursday Jun 06, 2019
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...
Thursday May 16, 2019
Thursday May 16, 2019
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.