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Donald Cash

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YOUR INSURANCE CONNECTION
YOUR INSURANCE CONNECTIONDonald Marquez Breaks Down Life, Auto, and Whole Insurance Options, Explains Cash Value Benefits, and Urges Smart Coverage DecisionsDonald Marquez, a licensed insurance agent, discusses various insurance products on his radio show. He emphasizes the importance of life insurance, offering policies that can be purchased over the phone or in person. Marquez highlights the need for adequate auto insurance coverage, particularly liability protection, to avoid financial risks in case of accidents. He also explains the benefits of whole life insurance, including cash value accumulation and the ability to borrow against it. Marquez provides his contact information for appointments and policy reviews, stressing the importance of keeping policies up-to-date and understanding policy details.
2026-01-0427 minThe Lifestyle Investor - Investing, Passive Income, Wealth
The Lifestyle Investor - Investing, Passive Income, Wealth271: How Live Challenges Created Predictable Cash Flow and $100M+ in Revenue with Pedro AdaoEvery entrepreneur wants a business that generates consistent, predictable cash flow. But most end up pouring time and money into typical marketing strategies, only to be left with frustration and inconsistent results instead of passive income and revenue.But today’s guest has unlocked a cheat code that has generated millions in revenue without using paid ads and typical marketing strategies.Pedro Adao is an 8-figure Kingdom Entrepreneur, best-selling author, and founder of multiple ventures who has pioneered a highly effective business model centered on free & paid challenges that has generated over $100 million in revenue fo...
2026-01-011h 09Your Money & Your Life Podcast
Your Money & Your Life Podcast3 Holiday Conversations to Have About Money – Christmas 2025 EditionThe holidays bring something most families rarely get enough of: time together. In this special year-end episode, Don Cash highlights three important financial conversations that are often avoided, but could make a lasting difference for the people you love. Here’s some of what we discuss in this episode: 🎄 Talking with Parents About Money & Safety 🧓 The Growing Risk of Elder Financial Fraud 👨‍👩‍👧 Conversations with Kids & Grandkids 📄 Essential Documents After Age 18 💬 Spousal Conversations About Retirement & Purpose   Get in touch with Don and learn more: https://doncashpodcast.com/
2025-12-2326 minThe Konfidence in the Klutch Network
The Konfidence in the Klutch NetworkKITK Podcast With Donald Nelson E 446 | NBA Opening Week, NFL Week 8, Verzuz, Foodshare PauseWelcome back to the Konfidence in the Klutch Podcast with Donald Nelson (2:40). Konfidence in the Klutch’s Deezus gives his Konfident Service Announcement: Ninety-nine percent and an update (2:45). Black is Black, Deezus shares his thoughts on the Verzuz battle between Cash Money v No Limit (11:00).  Deezus then shares his NFL Week 8 notes and news.  Barkley breaks out, the Jets' comeback win, and Justin Fields (13:50). Deezus then shares his NBA news, including opening night, NBC's back, the defending champs look like they'er going to defend, there were mad 40 and 50 point games, Wemby is amazing, Amazon's introduction to league coverage, and Terr...
2025-10-2831 minThe Konfidence in the Klutch Network
The Konfidence in the Klutch NetworkKITK Podcast With Donald Nelson E 444 | NFL Week Six, Aces Win Third Title, RIP D'AngeloWelcome back to the Konfidence in the Klutch Podcast with Donald Nelson (2:20).  RIP to D'Angelo (2:45).   Konfidence in the Klutch’s Deezus gives his Konfident Service Announcement: Black People are the S@#$! (5:15). Deezus then shares his NFL Week 6 notes and news.  Games were mid.  The Browns are confused over Shedeur's status.  Ya'll knew KC was going to right the ship.  Tua said what he said. Titans fire Callahan in year two.  My fantasy recap (12:30). Deezus then shares his NBA news, including LeBron out 3-4 weeks with right-sided sciatica.  The NBA did approve the Clippers' Aspiration deal on 21.  The Bucks are the first t...
2025-10-1541 minYour Money & Your Life Podcast
Your Money & Your Life PodcastEstate Tax Shakeup and New Breaks For Seniors (What You Need To Know)There’s a lot happening in the world right now- but quietly moving through Congress and the Senate is a major new tax bill. If passed, it could have a significant impact on retirees, investors, and families with larger estates. In this episode of Your Money and Your Life, Don breaks down the key provisions you need to know. Here’s some of what we discuss in this episode: 📉 Proposed tax breaks for retirees over 65 🧾 Why Social Security is still taxable under the new bill 🏥 Medicaid changes and how they may (or may not) a...
2025-06-1925 minYour Money & Your Life Podcast
Your Money & Your Life PodcastThe End of Taxes on Social Security? What Retirees Need to KnowWhat if taxes on your Social Security benefits disappeared entirely? That’s one of several proposals being floated in Washington, and in this episode, Don and Marc break down what it could mean for retirees. They explain how Social Security benefits became taxable, why outdated income thresholds are causing more people to pay taxes today, and explore the possible reforms being discussed.   Here’s some of what we discuss in this episode: 📉 Why more retirees are paying taxes on Social Security 🕰️ How outdated income limits haven’t kept up with inflation 💡 Legal s...
2025-05-1224 minYour Money & Your Life Podcast
Your Money & Your Life PodcastPanic or Patience? The Truth About Market Drops & Smart InvestingIn this episode, Don Cash tackles the pressing question on everyone’s mind: Should we panic about recent market drops? With the stock market experiencing sharp fluctuations and fears of a recession looming, he breaks down the economic landscape and provides a clear perspective on what really matters for investors. 💰 Don covers inflation to the "Magnificent 7" stocks—including the dangers of market concentration and why diversification is key. He also introduces a powerful storm analogy to illustrate how many investors live on an "Island of Complacency", ignoring risks until disaster strikes. Here’s what we discuss i...
2025-03-1325 minThe Lifestyle Investor - Investing, Passive Income, Wealth
The Lifestyle Investor - Investing, Passive Income, Wealth183: Passive Income Strategies for 2024 with Justin DonaldIn today’s episode, we’re flipping the script! If you tuned in to last week’s episode, you would have heard me interviewing my friend, Cal Callahan, where we talked all about the major shift he’s made to his investing strategy, focusing less on building his net-worth, and more on cash-flow and passive income strategies that will allow him to achieve lifestyle freedom. This week, Cal’s interviewing me on his amazing podcast, The Great Unlearn, where we go even deeper into the world of passive income to uncover the strategies that are often overlooked by many inv...
2024-04-251h 05The Lifestyle Investor - Investing, Passive Income, Wealth
The Lifestyle Investor - Investing, Passive Income, Wealth182: TLI Member Spotlight: Cash Flow Mastery with Cal CallahanToday’s guest is Cal Callahan, a retired trader and founder of Unlearn Ventures, an incubator and investment fund that prides itself on backing bold and innovative projects. He also hosts the Great Unlearn Podcast, where he helps men and women unlearn their old ways of thinking that no longer serve them and build a life of integrity and meaning. In today’s episode, Cal and I explore the ups and downs of generating, maintaining, and leveraging wealth for long-term returns. Cal shares the challenges he faced during his 25 years as a trader, and how he learned to ma...
2024-04-1857 minYour Money & Your Life Podcast
Your Money & Your Life PodcastWhat is ESG Investing? Don’t Get FooledThis episode will help explain what ESG investing is and how it impacts your retirement planning. Plus, are these investments actually helping the environment and why is the government getting involved? Don Cash will sort out a lot of the facts on this topic so you’ll be more informed. Here’s some of what we discuss in this episode: What is ESG investing and why we’re talking about this today? (3:00) Some background on how this began and where the money is being made. (5:33) The fees can be significantly different for these investments. (8:22) What classifies a comp...
2023-03-0918 minThe Truth By Fire
The Truth By FireInternet Stalker Preys On A Child, China COVID Lockdowns Taken To Severe Lengths, Donald Trump An Anti-Semite?A 30 year old cop preys on a 15 year old girl on the internet. Drives all the way to Riverside, California. Ends the lives of the grandparents and mother then abducts the girl. What kind of society do we live in where deprived individuals feel the right to prey on and destroy the innocent? Parents must protect their children and monitor their internet use more closely. We must be the first line of defense in a vicious and cruel world.  As COVID and vaccination related deaths continue to rise we need to find a better way to deal w...
2022-12-0436 minYour Money & Your Life Podcast
Your Money & Your Life PodcastThe Elections are Over! Now What?The elections are over! (At least most of them are) Now what? It seems like, over the past month, we have been bombarded with nasty political ads or commercials by Joe Namath, Jimmy JJ Walker, and Tom Selleck pitching Medicare plans. At least the political ads are over for now (except for Georgia). We just have to put up with the Medicare ads for the next month. In this episode, we discuss the election results and the effects on our planning for the remainder of this year and into 2023. Can you believe it’s only 6 we...
2022-11-1024 minYour Money & Your Life Podcast
Your Money & Your Life PodcastWhat the Inflation Reduction Act Means for PlanningWashington recently passed the Inflation Reduction Act, which on the surface appears to be aimed at solving the inflation problem. But there’s much more inside the bill, including a few different items that directly impacts financial planning. We’ll break down this new legislation on the podcast and highlight other laws that might be on the way.   Here’s some of what you’ll learn on this episode: Don’s initial thoughts on the Inflation Reduction Act and how it impacts individuals. (5:10) Why the SALT cap was being discussed a lot in New Jersey. (7...
2022-08-2528 minYour Money & Your Life Podcast
Your Money & Your Life PodcastLessons Learned: 40th Anniversary of the Historic Bull RunFor economic geeks like ourselves and those old enough to remember, this week will be seen as the anniversary of one of the greatest bull markets in history. It was on August 12, 1982, that the Dow Jones Industrial Average dropped to its low of 777 (lucky number) —almost precisely where the Index had closed in January 1964, more than 18 years earlier!   Here’s some of what you’ll learn on this episode: Human nature doesn’t change and we’re still prone to the same financial mistakes today that we were back then. (5:10) The issues the dealt with throug...
2022-08-1122 minYour Money & Your Life Podcast
Your Money & Your Life PodcastSummer Heat and Economic StressThere’s a heat wave spreading across the world right now, along with a lot of economic stress. On today’s episode, we’ll explore some expert opinions on our current bear market. Does Don agree or disagree with them?   Listen for these key points:  0:29 – Did you have a good summer trip? 1:25 – Don’s daughter is getting married! 2:42 – What we’re going to analyze today 4:53 – Demand for services are still good 6:50 – Value stocks over growth stocks 11:18 – We can’t time the market 14:53 – Be aware of emo...
2022-07-2123 minYour Money & Your Life Podcast
Your Money & Your Life PodcastThe Risk of Losing Financial IndependenceAre we losing our financial independence to inflation, a possible recession, and longevity? On today’s episode, we’ll explore the various risks that can complicate your plan and your finances.   Listen for these key points:  0:28 – Happy 4th of July! 3:20 – Fear of running out of money 6:06 – Life expectancy 7:48 – Pushing your plan to 90+ 8:35 – Dying too young, living too long 9:32 – Costs for long term care 10:30 – So, what do we do? 12:38 – Long-term care coverage 13:34 – What about savings? 15:31 – The Investment Answer ...
2022-06-3022 minYour Money & Your Life Podcast
Your Money & Your Life PodcastShould We Be Worried? Inflation, Interest Rates and BondsWith summer comes rising temperatures and this year, rising inflation! On today’s episode we’re going to discuss the importance of education, managing expectations, and understanding when it comes to navigating a volatile market.   Listen for these key points:  0:40 – Are you ready for summer? 2:53 – Is this permanent? 4:56 – Raise rates fast or slow? 6:35 – Fewer people working 8:00 – What are we going to do? 10:59 – Education, expectation, understanding 13:52 – Preparing for unexpected 15:50 – Buying before a crash 16:34 – Looking at the big picture 19:21 – What do we...
2022-06-1626 minYour Money & Your Life Podcast
Your Money & Your Life PodcastSolutions to Investor AnxietyLast week we spoke on the cycle of investor anxiety. How can we break this cycle and enjoy a fruitful financial future without the stress?   Listen for these key points:  0:35 – This past Memorial Day 4:40 – Phase 1 7:02 – Phase 2 8:56 – Phase 3 13:19 – Phase 4 & 5 15:52 – How do we break the cycle? 18:12 – Change your news up! 18:45 – Maximize returns, minimize risk 20:50 – Let others be emotional 21:55 – Hire a holistic planner   Get additional financial information: https://doncashpodcast.com/episodes/
2022-06-0226 minYour Money & Your Life Podcast
Your Money & Your Life PodcastThe Cycle of Investor AnxietyHow do we overcome the cycle of anxiety we face as investors? On today’s episode, Don breaks down the 5 stages of investor anxiety and how we can overcome these obstacles in today’s world.   Listen for these key points:  0:55 – It’s hot here! 3:36 – Phases of anxiety 4:49 – A broken process 5:45 – Fear of the future 6:38 – Addicted to technology 10:06 – You can’t predict the future 11:15 – Track record investing 13:22 – Information overload   14:51 – Emotional decisions   18:34 – Breaking the rules 19:36 – How to overcome this cycle ...
2022-05-1922 minYour Money & Your Life Podcast
Your Money & Your Life PodcastInflation, Interest Rates, and Investment Volatility - Part 2It seems like all the talk lately as been inflation, interest rates and investment volatility. Every time you look at the news you see rising inflation numbers, gas prices seem to have actually gone up again and the stock market has been crazy volatile. Add in another interest rate increase by the Federal Reserve and the list of issues gets longer and longer. We didn't have enough time to dig deep into all of these things so, let’s see if we can make some sense of what’s going on and what we can do about it.  
2022-05-0526 minYour Money & Your Life Podcast
Your Money & Your Life PodcastInflation, Interest Rates and Bond Prices - Oh My!Interest rates are going up, inflation is impacting our wallets, and bond prices are down. On today’s episode, we break down these issues and how they could impact you.   What we discuss:  0:53 – Changing mask rules 2:16 – Will travel start up again? 3:16 – Air travel and fuel are up 5:09 – Why are rates jumping up? 7:16 – Prices of homes have gone up 9:55 – Impact on stocks and bonds 11:07 – Bonds are stable, but can go down 13:00 – Reinvesting at a higher rate 14:45 – What is causing this? ...
2022-04-2121 minYour Money & Your Life Podcast
Your Money & Your Life PodcastWinners and Losers 2 Years After Covid Market CrashWhat does it take to be a winner in today’s stock market? We’ll explore the difference between winners and losers when it comes to investing on today’s episode.   What we discuss:  0:53 – UNC versus Kansas 3:43 – The market since 2020 5:10 – Winners have a plan 6:49 – Changes since 2020 11:19 – Greed and gains 14:20 – What makes a winner? 16:55 – Waiting to get back in 19:49 – Mailbag: “Non-financial suggestions for retirement?”   Get additional financial information: https://doncashpodcast.com/episodes/
2022-04-0726 minThe Lifestyle Investor - Investing, Passive Income, Wealth
The Lifestyle Investor - Investing, Passive Income, Wealth075: Russell Gray on Protecting Your Wealth with Cash Flow Real EstateToday, I’m speaking with Russell Gray. Russ is a financial and business strategist, real estate investor, and co-host of The Real Estate Guys™ Radio and TV Shows, which has been broadcasting weekly since 1997.The podcast version of the show has thousands of episodes and has been downloaded over 15 million times.Russ is an expert on the subjects of investment strategy, finance and real estate investment planning, and has consulted with hundreds of investors on their personal financial strategies.He’s also the co-author of Equity Happens: Building Lifelong Wealth with Real Estate.I...
2022-03-3153 minYour Money & Your Life Podcast
Your Money & Your Life PodcastProposed IRA Changes and Roth Tax TipsLast month some new IRA changes were proposed. How could these possible changes impact your financial future and your family’s?   What we discuss:  0:32 – Spring has sprung 2:27 – IRS rule changes 4:29 - Inheritance rules 6:47 – New proposed required distributions 7:49 – When the original owner dies 9:21 – Designated beneficiaries 11:37 – Impact on generational wealth 13:13 – Make a comment to the government 13:52 – Roth tax advantages 14:58 – Tax planning tips for 2021 17:35 – What’s the catch? 18:28 – Is there a MAGI?   Submit a formal comment...
2022-03-2422 minYour Money & Your Life Podcast
Your Money & Your Life PodcastFacing Geopolitical RiskToday, we will discuss the geopolitical events of the past and present. Geopolitical risk is nothing new, but will current conflicts significantly impact the economy?    What we discuss:  0:30 – Things change quickly 2:05 – Keeping perspective 3:16 – Ukraine and Russia history 3:56 - Ukraine wanting to join NATO 6:00 – Different types of risk 8:37 – Geopolitical risk in perspective 10:46 – 26 market corrections since WWII 13:14 – Gas prices throughout history   15:28 – Four mega trends   17:46 – What can we expect to see? 20:29 – Not everything is affected equally 22:20 – What is the...
2022-03-1025 minYour Money & Your Life Podcast
Your Money & Your Life PodcastHow Media Hype Can Lead to Bad Retirement DecisionsToday we’re talking about media hype and how it can lead people to make bad financial decisions that could cause problems with or ruin their retirement. Find out if you have fallen for any of this hype.   What we discuss:  3:00 – Bitcoin 3:59 – Rhode Island couple 9:40 – Questionable Internet scheme 11:40 – Buying gold 14:20 – Investing in crypto 16:15 – Required minimum distributions   Resources:  https://leedaily.com/2021/12/05/a-couple-stored-ira-gold-at-home-they-owe-the-irs-more-than-300000/ https://www.irahelp.com/slottreport/proceed-caution-when-investing-your-ira-gold   Get additional financial information: https://doncashpodc...
2022-02-2421 minYour Money & Your Life Podcast
Your Money & Your Life PodcastComing Economic Storms and Media ManiaWe are wrapping up our series on economic storms this week by focusing on the media. Between constant headlines and breaking news, there can be a lot of news to sift through. So, what should we expect from the media throughout 2022?   Screen Time - https://www.comparitech.com/tv-streaming/screen-time-statistics/#:~:text=The%20average%20American%20spends%20over,at%20a%20screen%20every%20day. The Social Dilemma – https://www.thesocialdilemma.com/ The Reticular Activating System - https://www.sciencedirect.com/topics/veterinary-science-and-veterinary-medicine/reticular-activating-system#:~:text=The%20reticular%20activating%20system%20(RAS...
2022-02-1022 minYour Money & Your Life Podcast
Your Money & Your Life PodcastEconomic Storms in 2022 - Part 2What other economic storms can we expect in 2022? We’ll discuss stock market dips, geopolitical tensions, and more today.   What we discuss:  0:49 – Kids are back in school 4:37 – Historical tax rates 6:54 – Stock market turmoil 9:33 – Selling out of panic 10:56 – Diversification matters 12:57 – Geo-political risks 15:13 – Supply chain issues 17:51 – Increase in rent 19:12 – Top expenses 22:39 – Quality of life     Get additional financial information: https://doncashpodcast.com/episodes/
2022-01-2725 minYour Money & Your Life Podcast
Your Money & Your Life PodcastEconomic Storms in 2022 - Part 1What economic threats should we be preparing for in 2022? We’ll discuss inflation, taxes, and political turmoil today and how these storms could impact your plan.   What we discuss:  1:05 – We are into 2022  3:09 – There is a lot to worry about  6:09 – Inflation touches 7% 10:04 – Prepare for inflation 12:40 – Taxes in the short term and long term 17:03 – State income taxes  19:52 – Stealth taxes  23:22 – Political turmoil   Resources: https://www.wsj.com/articles/the-best-investment-2022-stock-market-advice-11641571196   Get additional financial information: https://don
2022-01-1328 minYour Money & Your Life Podcast
Your Money & Your Life Podcast2021 Year in ReviewAs 2021 comes to an end, what can we learn from this year? On today’s episode, we’ll discuss some of the top headlines and predictions of this year. How many of those predictions turned out to be correct?   Read and get additional financial information: https://doncashpodcast.com/podcast/2021-year-in-review/   What we discuss:  1:06 – 2021 is coming to an end 2:47 – Highlights, headlines, and predictions 3:47 – Let’s not put too much pressure on 2022 5:24 – Making financial decisions based on the news 7:30 – COVID impacting the market 10:27 – Is th...
2021-12-1622 minYour Money & Your Life Podcast
Your Money & Your Life PodcastThe Season of GivingGiving Tuesday was this week and we are entering the most charitable time of the year. What do you need to know about charitable giving and taxes?   Read and get additional financial information: https://doncashpodcast.com/podcast/the-season-of-giving/   What we discuss:  4:09 - Itemized deductions vs. standard deductions 8:20 – Allowance of $300 9:39 – RMDs and giving 12:14 – What if you are under 70 and a half? 13:45 – Donating appreciating stock or real estate 16:04 – Estate planning standpoint 18:22 – Cash connection question   More Resources:  ...
2021-12-0222 minYour Money & Your Life Podcast
Your Money & Your Life PodcastInflation, Infrastructure, and Medicare Increases in 2022Inflation! We are seeing it everywhere. From the gas we buy to our Thanksgiving turkeys, prices seem to be going up everywhere. How does this affect Medicare? Well, you’ll probably be paying more on premiums. Will the infrastructure bill make inflation worse? That remains to be seen but you should stay vigilant. We will discuss these issues and how they impact you on today’s show.   Read and get additional financial information: https://doncashpodcast.com/podcast/inflation-infrastructure-medicare/     What we discuss:  0:53 – Thanksgiving is coming up! 2:09 – Inflation is...
2021-11-1827 minYour Money & Your Life Podcast
Your Money & Your Life PodcastThe ABC’s of MedicareIt is open enrollment season for Medicare! On today's show, we are going to discuss Medicare with expert Ray Martin. We will be covering the different types of plans, premiums, and tips you should be aware of as you reach age 65 and beyond.    Read and get additional financial information: https://doncashpodcast.com/podcast/the-abcs-of-medicare/   More Resources:  A Brief History of Medicare - https://www.medicareresources.org/basic-medicare-information/brief-history-of-medicare/ Medicare Handbook – https://www.medicare.gov/medicare-and-you The Nuts and Bolts of Medicare Book...
2021-11-0445 minYour Money & Your Life Podcast
Your Money & Your Life PodcastImportant Ages in RetirementWhat should you be planning for as you reach 50? What is the best age to take Social Security? Today, we are going to go over some key ages to be aware of as you plan for and approach retirement.    Read and get additional financial information: https://doncashpodcast.com/podcast/important-ages-in-retirement/   What we discuss:  0:30 – What’s new? 3:15 – Important ages 4:50 – Turning 50   6:50 – Contributing a total of $7,000 7:44 – Exceeding 26,000 in 401k 10:01 – Turning 55 & 59 ½ 12:05 – Going into our 60s 18:03 – Waiting till 70 for Social Security 23:11 –
2021-10-2130 minYour Money & Your Life Podcast
Your Money & Your Life PodcastBonds, Interest Rates, and Tax ProposalsYou’ve probably heard about the recent tax proposals in Congress. How will they affect your financial future if they pass? Today we will discuss these proposals, while also taking it back to 1981 to discuss bond rates.   Read and get additional financial information: https://doncashpodcast.com/podcast/bonds-interest-rates-and-tax-proposals/   What we discuss:  0:36 – Happy October! 4:07 – 1981 Articles 6:18 – Bond rates in 1981 7:34 – Bonds & CDs 10:01 – Investing hindsight 13:00 – What can cause an increase in interest rates? 15:47 – Proposed tax changes 18:56 – Not than many billionaires  
2021-10-0723 minYour Money & Your Life Podcast
Your Money & Your Life Podcast5 Financial Biases to AvoidWhat can get in the way of your financial success? Today we are talking about a few financial biases such as the fear of missing out and overconfidence. We will also discuss how to avoid these biases.   Read and get additional financial information: https://doncashpodcast.com/podcast/5-financial-biases-to-avoid/   What we discuss:  0:50 - How has the summer been? 2:11 - Why should we care about how behavioral finance? 5:41 - What financial biases do we have? 15:46 - Cash Connection: When should I file for Social Security ben...
2021-09-2320 minYour Money & Your Life Podcast
Your Money & Your Life PodcastFinding a New Path and Perspective after 9/11Today we have a special episode of the podcast for you. With the 20th anniversary of 9/11 approaching, Don invited special guest Kevin Haney onto the show to talk about how his work took a turn after September 11th and what it meant for his life.   Read more and get additional financial resources here: https://doncashpodcast.com/podcast/finding-a-new-path-and-perspective-after-9-11/   About our guest: https://www.growingfamilybenefits.com/about/    What we discuss on this episode:  0:21 - Today’s guest is Kevin Haney. 1:54 - What was Kevin’s...
2021-09-0947 minYour Money & Your Life Podcast
Your Money & Your Life PodcastBudgeting Time and Money - With Ten Kids!Today we’re excited to bring on special guest Brien Dunphy, who is a business consultant that balances work with his family of 10 kids in New Jersey! How do they possibly manage the finances? (Hint: Brien is not rich or living on a trust fund) Listen to Brien’s amazing story on today’s podcast.   Read more and get additional financial resources here: https://doncashpodcast.com/podcast/budgeting-time-and-money-with-ten-kids/    About our guest: https://www.briendunphy.com/    What we discuss on this episode:  0:18 - Introducin...
2021-08-2643 minYour Money & Your Life Podcast
Your Money & Your Life PodcastThe Hidden Value of an HSADo you have the option of contributing to an HSA for medical expenses? Why does this matter? Don shares why an HSA can provide big benefits later on and in retirement.   Read more and get additional financial resources here: https://doncashpodcast.com/podcast/the-hidden-value-of-an-hsa/    What we discuss on this episode:  1:17 - Delta is making waves. 6:54 - What is the hidden value of an HSA? 9:28 - How is an HSA different from a typical health insurance plan? 11:56 - What are the benefits of an HSA...
2021-08-1221 minYour Money & Your Life Podcast
Your Money & Your Life PodcastIs It Still A Good Time to Refinance?Is now still a good time to refinance your home? With record low interest rates, the past year has resulted in a lot of people choosing to refinance. If you haven’t done so already, have you missed your chance? On today’s episode of the podcast, Don talks through what kind of numbers to pay attention to as you determine what is best.   Read more and get additional financial resources here: https://doncashpodcast.com/podcast/is-it-still-a-good-time-to-refinance/    What we discuss on this episode:  1:42 - Don’s facing a car shortage...
2021-07-2926 minYour Money & Your Life Podcast
Your Money & Your Life PodcastPassing Down An InheritanceLeaving an inheritance is often a goal, but how can it be done effectively? We talk through the different mistakes to avoid and the things to pay attention to when estate planning. Show notes & more resources: https://doncashpodcast.com/episodes/ Episode highlights: 0:38 - How does Don like to travel? 3:30 - Baby Boomers are starting to distribute record amounts of wealth. 5:29 - What’s the average inheritance? 6:04 - Some choose to gift to their children and grandchildren while they are alive. 9:21 - How did the SECURE Ac...
2021-07-1524 minYour Money & Your Life Podcast
Your Money & Your Life PodcastWhat To Do With Your Pandemic Savings?Before you go wild with your funds as the country opens up again, what should you do with your recent savings? Don shares some strategies to make sure you accomplish your financial goals.   Read more and get additional financial resources here: https://doncashpodcast.com/podcast/what-to-do-with-your-pandemic-savings/    What we discuss on this episode:  0:42 - Happy 4th of July! 1:34 - What should you do with your pandemic savings? 4:23 - Where should you invest? 6:09 - What do you want your money to do? Are you planning to t...
2021-07-0118 minYour Money & Your Life Podcast
Your Money & Your Life PodcastWho is the Rich?The word rich gets thrown around all the time but who actually falls into that category? It’s certainly subjective but the government’s definition by directly impact your future taxes. Let’s look at some statistics and get a better idea of how taxes are generated and who is actually paying them.     Read more and get show links here: https://doncashpodcast.com/podcast/who-is-the-rich/    What we discuss on this episode:  0:48 – Are we post-COVID? 2:37 – Clarifying comments from previous episode on New Jersey 5:02 – Who is the rich? 7:70...
2021-06-1721 minYour Money & Your Life Podcast
Your Money & Your Life PodcastMoving to a Tax-Friendly StateWhen should you consider moving to another state? Sometimes tax benefits may be a motivator when making this decision. Don talks about the tax ramifications when living in certain states.   Read more and get additional financial resources here: https://doncashpodcast.com/podcast/moving-to-a-tax-friendly-state/    What we discuss on this episode:  0:48 - School’s coming to an end! 2:22 - The pandemic has changed the way people do things. 4:19 - New Jersey is number one in lifetime total taxes paid. 6:52 - Why are people leaving certain states...
2021-06-1025 minYour Money & Your Life Podcast
Your Money & Your Life PodcastNew Inflation Numbers, What Do They Mean?We’ve already seen tremendous inflation in housing, lumber and other areas since Covid hit. But will that soaring inflation continue?   Read more and get additional financial resources here: https://doncashpodcast.com/podcast/new-inflation-numbers-what-do-they-mean/    What we discuss on this episode:  4:53 – Most recent concern about inflation 6:24 – What to be concerned about? 8:07 – Short-term or long-term inflation? 10:05 – Persistent inflation? 11:58 – Why did stock market drop? 13:42 – Don’t put all eggs in one basket 15:55 – Smooth out the ride 18:40 – Sensible but difficult in practice
2021-05-2021 minYour Money & Your Life Podcast
Your Money & Your Life PodcastHow Could the Capital Gains Tax Affect You?President Biden is approaching 100 days in office and is about to hold his first joint session in Congress. One of the things he’ll be talking about is the capital gains tax proposal. What do you need to know about this?   Read more and get additional financial resources here: https://doncashpodcast.com/podcast/how-could-the-capital-gains-tax-affect-you/    What we discuss on this episode:  0:30 - Spring brings allergies and storms. 2:35 - Don’t forget about this year’s tax deadline. 3:53 - Biden is coming up on 100 days. 5:22 - What is...
2021-04-2927 minYour Money & Your Life Podcast
Your Money & Your Life PodcastWhat You Need to Know About Continuing Care Retirement CommunitiesAre you or someone you know considering living in a retirement community? What should you know ahead of time? What kind of costs might come with that?   Read more and get additional financial resources here: https://doncashpodcast.com/podcast/what-you-need-to-know-about-continuing-care-retirement-communities/    What we discuss on this episode:  0:37 - Spring has sprung! 1:57 - Senior living communities struggling financially. 5:14 - What if you don’t like it? 6:24 - How has COVID affected these communities? 8:18 - Are people usually satisfied living in these communities? 10...
2021-04-1525 minYour Money & Your Life Podcast
Your Money & Your Life PodcastInfrastructure Bill and Future TaxesIf you thought the last COVID relief bill was big, have you heard about the infrastructure bill and the potential tax increases to pay for it? On our last show we talked about the most recent stimulus package and what it entailed. This episode of the podcast we discuss the new infrastructure bill being proposed.   Read more and get additional financial resources here: https://doncashpodcast.com/podcast/infrastructure-bill-and-future-taxes/    What we discuss on this episode:  0:33 - March Madness is coming to an end. 3:05 - What potential tax increases are...
2021-04-0125 minYour Money & Your Life Podcast
Your Money & Your Life PodcastWhat Does the Stimulus Package Mean For You?We talk through what the stimulus package includes, what it means, and where we’re headed on today’s episode. Then, Don answers a question from the mailbag about refinancing.   Read more and get additional financial resources here: https://doncashpodcast.com/podcast/what-does-the-stimulus-package-mean-for-you/    What we discuss on this episode:  0:25 - What’s going on this week as we enter into spring? 3:04 - $1.9 trillion stimulus package was passed. 11:02 - Are we headed toward inflation? 13:32 - Mailbag: Is it too late to refinance? 15:31 - What did...
2021-03-1824 minYour Money & Your Life Podcast
Your Money & Your Life PodcastWall Street Approach vs Academic ApproachWhat’s the best approach to the market? If you think you’re picking a “good stock” what does that really mean? And how can you make a good choice? On today’s podcast, Don shares the academic approach to the market as well as a number of comparisons of how this can look in everyday life.   Read more and get additional financial resources here: https://doncashpodcast.com/podcast/wall-street-approach-vs-academic-approach/    What we discuss on this episode:  1:43 - Winter weather presses on. 2:26 - What’s the latest college “resource”?
2021-02-2523 minYour Money & Your Life Podcast
Your Money & Your Life PodcastGameStop Stock SituationWhat just happened with GameStop? What can we learn from it, and how does it apply to your financial plan? We’ll get Don’s perspective on today’s show.   Read more and get additional financial resources here: https://doncashpodcast.com/podcast/gamestop-stock-situation/    What we discuss on this episode:  1:06 - Don’s theory when it comes to picking a team to cheer for in the Super Bowl.  2:40 - What other drama has occurred in February? 3:48 - What good news has happened so far this year? 6:49...
2021-02-1123 minYour Money & Your Life Podcast
Your Money & Your Life PodcastWhat Should You Be Thinking About For 2021?What does Don predict for the new year? How can we prepare our financial plan appropriately for what may come in the future? Let’s talk about some areas that need attention in 2021.   Read more and get additional financial resources here: https://doncashpodcast.com/podcast/what-should-you-be-thinking-about-for-2021/    What we discuss on this show:  0:50 - As predicted, 2021 hasn’t exactly been the brand-new start we all hoped for. 3:09 - What’s the latest in vaccine and COVID news? 10:17 - What is the economic side of what’s to come?
2021-01-2824 minYour Money & Your Life Podcast
Your Money & Your Life PodcastThe Highlights & Lowlights - Wrapping Up 2020As 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 wra...
2020-12-1823 minYour Money & Your Life Podcast
Your Money & Your Life PodcastEnd of Year Financial Checklist + Market UpdateWe’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...
2020-12-0322 minYour Money & Your Life Podcast
Your Money & Your Life PodcastEvaluating the End of the Year 2020As we near the holiday season and end of the year, what’s been happening in our country? How does it impact what we do in our own financial planning? Anything we should do before the year is over? What does the election mean for planning for 2021, especially when we don’t have official results yet? Even without total clarity on our politicians, the economic results are coming back fairly strong, especially when it comes to consumer spending. We'll talk about that on today's episode.   Read the show notes here: https://donca...
2020-11-1922 minYour Money & Your Life Podcast
Your Money & Your Life PodcastHow This Election Compares to Previous YearsElection Day is behind us but the results for this year’s vote are still unclear. As unusual as the 2020 election has been, there are some surprising parallels to previous years. Join us as we go through those and then discuss what we can be doing from a planning standpoint during all the uncertainty.   Read more and get additional resources here: https://doncashpodcast.com/podcast/how-this-election-compares-to-previous-years/    What we discuss on this show:  0:29 - Election Day has passed  2:30 - Will be a while before things get settled  3:50...
2020-11-0520 minYour Money & Your Life Podcast
Your Money & Your Life PodcastPlanning for Social Security Benefit ChangesThe federal government recently announced an increase to Social Security benefits for 2021 but it also came with an increase in Medicare premiums. On this episode, we’ll tell you what you need to know about these adjustments along with thoughts on additional changes that could come be coming down the road.   Read more and get additional financial resources here: https://doncashpodcast.com/podcast/planning-for-social-security-benefit-changes/    What we discuss on this show:  3:22 - Mixed signals from the market with the latest news. 4:37 - Canceled debates 6:55 - Cost of liv...
2020-10-1523 minYour Money & Your Life Podcast
Your Money & Your Life PodcastElectionomicsWhat are some of the economics surrounding an election year? How will our president impact our economy? Let’s talk about the 800 pound gorilla in the room as we head into the final quarter of 2020.   Read more and get additional financial resources here: https://doncashpodcast.com/podcast/lets-talk-electionomics/    What we discuss on this show:  1:39 - What does it take to go boating these days? 4:31 - What should investors and retirees be doing leading up to the election? 6:12 - What do the polls indicate? 11:17 - How...
2020-10-0122 minYour Money & Your Life Podcast
Your Money & Your Life PodcastObsolete Financial Planning AxiomsHave you ever heard of the 10-5-3 rule? It’s one of the outdated financial planning axioms that just don’t make sense anymore. Today we’ll tell you why and explain interest rates, inflation, and factors that determine where we’re headed.   Read more and get additional financial resources here: https://doncashpodcast.com/podcast/obsolete-financial-planning-axioms/    What we discuss on this show:  0:33 – An update on what’s going on with Don. 3:45 – The 10-5-3 Rule 9:07 – An example of how inflation works. 11:59 – Items with the greatest infl...
2020-09-1719 minYour Money & Your Life Podcast
Your Money & Your Life PodcastStock Market & Real Estate UpdateAs summer winds down, the economy is still facing numerous challenges but you wouldn’t know it by looking at the stock market and real estate these past few months. Let’s try to make some sense of what we’re seeing in both markets and find out what Don thinks about the rest of the year.   Read more and get additional financial resources here: https://doncashpodcast.com/podcast/stock-market-real-estate-update/    What we discuss on this episode:  0:48 – What’s going on since last show? 5:48 – What should we make out of these mar...
2020-09-0326 minYour Money & Your Life Podcast
Your Money & Your Life PodcastPreparing For Financial StormsAre you prepared for a financial storm? We explain what to do and why a financial advisor is so important in helping you weather tough conditions when the forecast gets dark.   Read more and get additional financial resources here: https://doncashpodcast.com/podcast/preparing-for-financial-storms/    On today's show:  5:35 – We react and don't plan for financial storms 7:30 – Positives and negatives of diversification 9:07 – Hot stocks 10:02 – Tesla 13:54 – Mailbag: Should financial advisor help with social security, life insurance and legacy planning?
2020-08-2020 minThe John Cash Show Podcast
The John Cash Show PodcastI'm Glad Donald Trump Was Elected President!In this latest episode of #TheJohnCashShowPodcast, John Cash and Slim from Lethal Lipz Podcast discuss why they are glad that Donald Trump was elected President of the United States!
2020-08-1730 minYour Money & Your Life Podcast
Your Money & Your Life PodcastHave You Made a 'Corona Purchase'?Have you made a big splurge recently? How have your finances shifted in the past several months during the pandemic? Today we’ll talk about how spending has changed as our lifestyles have slowed down.   Read more and get additional financial resources here: https://doncashpodcast.com/podcast/have-you-made-a-corona-purchase/    On today's show:  0:26 - Don talks summer heat and summer fun before school starts again. 6:28 - Have you heard about the “Corona Purchase”?  9:08 - Home improvements projects and remodels are popular right now. 14:51 - Inventory on some hot...
2020-08-0624 minYour Money & Your Life Podcast
Your Money & Your Life PodcastWhat Happens Financially After the Loss of a Spouse?Times like these may make you think more soberly and realistically about if something tragic were to occur. How do you prepare financially for the inevitable of one spouse passing away? We’ll take you through the important considerations on this episode.   Read more and get additional financial resources here: https://doncashpodcast.com/podcast/what-happens-financially-after-the-loss-of-a-spouse/    Today's show schedule:  0:27 - Don shares about his holiday. 3:01 - What happens after the loss of a spouse financially? 5:16 - What does it look like when only one spouse takes care of...
2020-07-1617 minWrightHouse Group
WrightHouse GroupHELOC vs Cash Out RefinanceIn this episode we explore the difference between a cash out refinance and a HELOC in terms of borrowing against your home.
2020-07-0904 minYour Money & Your Life Podcast
Your Money & Your Life PodcastAssess Your Financial Health With A Stress TestDon recently went to the doctor for a checkup and a cardio stress test. All is well, but the experience reminded him just how similar it is to the testing he puts his clients’ portfolios through to make sure they can weather life’s various financial storms. He’ll also give you five easy-to-follow rules for how to survive the next stock market crash. Show Notes, Resources & Contact Info: https://doncashpodcast.com/ Timestamps: 0:35 – Life is slightly back to normal for Don. 2:23 – Don stumps Marc on some July 4th trivia. How many s...
2020-07-0221 minYour Money & Your Life Podcast
Your Money & Your Life PodcastFinancial Lessons from Mark Twain & Picking the Right IRAWe look at several quotes from Mark Twain in today’s episode to see how it may apply in our own financial life. Then, we talk through traditional and Roth IRAs to see which is better for you.   Read more and get additional financial resources here: https://doncashpodcast.com/?p=305    Today's show schedule:  0:31 - Don shares his summer plans and how they’ve had to change. 2:17 - What can we learn about money from Mark Twain?  4:13 - Thinking the market will always go up can lead to pa...
2020-06-1821 minYour Money & Your Life Podcast
Your Money & Your Life PodcastJune Economic UpdateWith a constant changing world, particularly in the last four months, what is going on with the economy right now? What takeaways should we have from that when mapping out our financial plan?   Read more and get additional financial resources here: https://doncashpodcast.com/?p=301    Today's show schedule:  0:43 - Hopefully we move toward a better tomorrow. 2:01 - How can we have high unemployment and a rising stock market? 3:17 - How is this possible? 6:43 - Why is it important to diversify? 9:13 - Cash...
2020-06-0615 minYour Money & Your Life Podcast
Your Money & Your Life PodcastHow Have Our Clients Been Doing Through Quarantine?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.   Read more and get additional financial resources here: https://doncashpodcast.com/?p=290    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 – Ho...
2020-05-2124 minThe Ash Cash Show
The Ash Cash Show5.11.20 TACS - Verzuz Impact on the Culture, Will the Economy Recover? Takashi 69 + Donald Trump similarities, + AskAshCash Questions AnsweredToday we discuss Jill Scott vs. Erica Badou and how Versus can Impact the culture, Why Takashi 69 and Donald Trump are alike and why unity will work in business and finances ALL the time no matter who's right or wrong, also the economy and how it will recover--- Support this podcast: https://anchor.fm/the-ash-cash-show/support
2020-05-111h 16Your Money & Your Life Podcast
Your Money & Your Life PodcastWhat Does Economic Health Looks Like?As we transition into a new routine and daily life, the economy continues to struggle. What has the Fed done? And will it be enough to help our economy?   Read more and get additional resources here: https://doncashpodcast.com/podcast/what-does-economic-health-looks-like/    Today's show schedule:  1:45 - Life feels a bit like the movie “Groundhog Day” that repeats over and over.  3:35 - What lessons could be learned from the movie? 5:32 - In the News: Police in New York City broke up an illegal night club/barbershop. 7:23 - W...
2020-05-0724 minThe Sales Evangelist
The Sales EvangelistTim Houlihan and Kurt Nelson, PhD | Why Your Brain Lies To You: Cash Is NOT The Best MotivatorWhy Your Brain Lies To You: Cash Is NOT The Best Motivator   Although money is one of the indicators of growth and success, it’s not necessarily the best motivator when it comes to incentivizing a sales team.   Tim Houlihan and Dr. Kurt Nelson are consultants who have spent more than 20 years working with companies to design incentives that will increase productivity within sales teams.  Just a few years ago, they started a podcast that provides practical applications in the real world. One of their topics, motivation through incentivizing, is especially helpf...
2020-05-0100 minYour Money & Your Life Podcast
Your Money & Your Life PodcastThe Latest Financial Update on CoronavirusAs 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...
2020-04-2323 minYour Money & Your Life Podcast
Your Money & Your Life PodcastCoronavirus Update: Understanding the CARES ActHave you heard about the CARES Act, which will provide aid and relief for individuals and businesses? What adjustments have you made recently due to coronavirus and its impact? We'll discuss a few key areas to pay attention to.   Read more and get additional resources here: https://doncashpodcast.com/?p=269    Today's rundown:  0:40 - What a world we’re living in now with social distancing and flattening the curve. 5:40 - Have people been making big changes with their financial plans? 7:49 - People typically fear getting sick or runn...
2020-04-0224 minYour Money & Your Life Podcast
Your Money & Your Life PodcastCoronavirus Market UpdateThe coronavirus struck quickly across the country and it caused a rapid sell off in the market that has many people worried. How bad will this be? What can you be doing for your retirement plan? We get the latest from Don Cash with his perspective on what we’re witnessing.    Read more and get additional resources here: https://doncashpodcast.com/?p=257    Today's rundown:  1:24 - Let’s talk about what’s happening here and across the country with the coronavirus. 2:22 - Life has changed in many ways. 3:15...
2020-03-1923 minYour Money & Your Life Podcast
Your Money & Your Life PodcastRevisiting the SECURE Act: Inherited IRAsHave you heard of inherited IRAs? The SECURE Act changed a lot of rules, including the details surrounding the inherited IRAs, so you’ll want to know how to plan accordingly.   Read more on this topic and get additional resources here: https://doncashpodcast.com/?p=244    Today's rundown:  1:27 - How has the SECURE Act changed things for us? 3:51 - How have inherited IRAs changed? 7:32 - Are there RMDs in the new rule? 9:26 - Which beneficiaries are exempt from this rule? 10:15 - If you lis...
2020-03-0521 minYour Money & Your Life Podcast
Your Money & Your Life PodcastCoronavirus, Impeachment, & Election – How News Might Affect Our RetirementIt’s been a busy year already and we aren’t even through February yet. Today we’ll address the top stories dominating the news right now – the Coronavirus, impeachment, and the election – and discuss whether these things will affect our retirement and planning in 2020.   Show notes and additional resources: https://doncashpodcast.com/?p=243    Today's rundown:  1:28 – In the News: What’s Don’s take on the Coronavirus and its impact? 4:34 – Don has a client that’s a doctor who’s always surrounded by viruses and never gets sick. This was his advice.
2020-02-2016 minYour Money & Your Life Podcast
Your Money & Your Life PodcastSurviving The Sandwich GenerationAre you caught in the middle of caring for both aging parents and a young family, or even, adult children and grandchildren? It can be a difficult time full of stress. In today’s episode of Your Life, Your Money, Don shares a few examples of what this can look like and how to navigate it.    Show notes and additional resources: https://doncashpodcast.com/?p=236    Today's rundown:  0:57 - The “sandwich” generation consists of people taking care of both their aging parents and grown children. 3:12 - Everyone’s situation is d...
2020-02-0617 minYour Money & Your Life Podcast
Your Money & Your Life PodcastRMDs: Are You Billy Or Are You Bruce?Feeling confused about what the SECURE Act means for you and your RMDs? Don will talk you through what you need to know and help you figure out whether you’ll need to take RMDs sooner or later.   Show notes and additional resources: https://doncashpodcast.com/podcast/rmds-are-you-billy-or-are-you-bruce/    Today's rundown:  1:38 - The SECURE Act is making people feel insecure about their RMDs. 2:57 - Are you more like Billy Joel or like Bruce Springsteen? 7:44 - How does Don help clients navigate these changes? 10:08 - Cash C...
2020-01-2319 minYour Money & Your Life Podcast
Your Money & Your Life Podcast2019 Financial Year in ReviewBefore we turn the page and move into the new decade, let’s take a look back at a busy 2019. We saw a strong market, interest rate cuts, the passing of the SECURE Act, and more, but there are also some signs for concern heading into 2020.   Show notes and additional resources: https://doncashpodcast.com/?p=220    Today's rundown:  0:35 – Hard to believe it’s already 2020. 1:33 – What does Don see in store for 2020 from a financial perspective? 4:39 – People ask frequently about what’s going to happen in the stock market....
2020-01-0218 minYour Money & Your Life Podcast
Your Money & Your Life PodcastSECURE Act Update Heading Into 2020We’ve been keeping an eye on the SECURE Act for months now and recent legislation passed by Congress will make it effective starting in 2020. Get an overview of the adjustments and find out why Don believes this is the most important change to retirement accounts in nearly 15 years.   Show Notes and Additional Resources: https://doncashpodcast.com/podcast/secure-act-update-heading-into-2020/    Today's Rundown:  0:27 – Christmas time is here! 1:52 – In the News: Congress passed a $1.4 trillion spending bill in December to avert a government shutdown. Included in this was the SECURE Act. Can yo...
2019-12-1918 minYour Money & Your Life Podcast
Your Money & Your Life PodcastUnderstanding 2020 Medicare Premiums and IRMAA SurchargesIt was recently announced that the Medicare Part B monthly premiums and the annual deductible would be higher in 2020, so how is this amount calculated? We turn to Don Cash to explain Medicare premiums, IRMAA surcharges, and how it breaks down into different tiers.   Show Notes and Additional Resources: https://doncashpodcast.com/podcast/understanding-2020-medicare-premiums-and-irmaa-surcharges/   On This Episode:  0:32 – We made it through Thanksgiving (maybe a little heavier). 1:43 – In the News: It’s IRMAA Medicare season and more people are getting letters saying they’ll be paying a surcharge. D...
2019-12-0516 minYour Money & Your Life Podcast
Your Money & Your Life PodcastCommon Misunderstandings When It Comes to Social SecurityMyths, rumors, and misunderstandings are pervasive in the world of Social Security. On this show, we’ll look to clear up the most common misunderstandings about Social Security, provide some background on the program, and forecast possible changes that could be coming.   Show Notes and Additional Resources: https://doncashpodcast.com/podcast/common-misunderstandings-when-it-comes-to-social-security/    On This Episode:  0:56 – Happy Thanksgiving!   2:23 – In the News: Social Security announced benefits would increase by 1.6% to cover cost of living. What are some of the common misunderstandings around Social Security? 3:37 – Here are the five most comm...
2019-11-2122 minYour Money & Your Life Podcast
Your Money & Your Life PodcastHow Legal Documents Impact Your Finances and Retirement - Part 2Americans believe it’s important to have a will, but less than half have one. Not only do many Americans lack a basic will, they often lack very important legal documents. On part two of this series, Don will discuss how his family handles these documents and the process of getting his children updated.   Show Notes: https://doncashpodcast.com/podcast/how-legal-documents-impact-your-finances-and-retirement-part-2/   Today's Rundown:  0:36 – Baseball season not going any better for Don than football. 2:05 – What we talked about during part 1 of this series. 2:45 – Don fills us in on how th...
2019-11-0719 minYour Money & Your Life Podcast
Your Money & Your Life PodcastHow Legal Documents Impact Your Finances and Retirement - Part 1Americans believe that it is important to have a will, but less than half have one. Not only do many Americans lack a basic will, they often lack very important legal documents like a power of attorney, an advanced healthcare directive (living will) or HIPPA authorization forms. We will begin this discussion in part 1 of 2. On this episode:  1:30 – Don Cash, a NY Jets fan, shares what the acronym J-E-T-S stands for in 2019. 2:26 – A recent survey found most Americans find it’s important to have a will but less than half actually have one. Why is tha...
2019-10-1716 minYour Money & Your Life Podcast
Your Money & Your Life PodcastWhat Can We Learn About Retirement from Flying?You’ve likely never thought about it before, but there’s a lot we can learn about retirement from flying. Yes, many of the same processes and principles that are used by pilots and planes can be applied to our financial plan. We’ll take you through those on this episode. Today's rundown: 1:08 – Setting up today’s conversation on flying and retirement. 2:45 – The first thing pilots do is log their flight plan. 4:57 – Turbulence affects people in different ways. 7:28 – Even pilots have help along the way. 8:31 – Going through the different phas...
2019-10-0319 minYour Money & Your Life Podcast
Your Money & Your Life PodcastWhat Can We Learn From Interest Rates?We read and hear a lot about interest rates as the move up and down, but how much do you know the rates and how they’re established? Find out how the Federal Reserve operates and what the changing rates mean for the economy and your finances. Today's rundown:  2:00 – We’re talking interest rates today. 2:17 – It’s amazing how much influence the Federal Reserve has on the market today. 2:38 – Don asks a trivia question. 4:04 – How the Federal Reserve controls short-term interest rates. 5:24 – Why lower the rates now? 6:02 – The...
2019-09-1919 minYour Money & Your Life Podcast
Your Money & Your Life PodcastUse the 3rd & 4th Quarter to Get Your Finances OrganizedThe 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.----more---- Today's rundown: 1:20 – What we’ll talk about today in 3rd & 4th quarter planning.   1:36 – Item 1: IRA and Roth IRA planning. Opportunity to evaluate your accounts and see if you can move money...
2019-09-0517 minYour Money & Your Life Podcast
Your Money & Your Life PodcastShould You Be Worried About Large Drops in the Stock Market?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. ----more---- Today's rundown: 0:39 – Volatility returns to the market once again. 1:36 – Many of the same issues are lingering. 2:27 – There are still some positive indicators. 3:26 – This same phrase keeps coming up: “It’s different this time.” 3:59 – What does history tell us 7:33 – Shou...
2019-08-2321 minYour Money & Your Life Podcast
Your Money & Your Life PodcastShould 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. ----more---- Here's the rundown for this episode: 2:39 - In the News: Ford claims it will have 100 self-driving cars on the road by the end of the year. 5:04 - Advanced safety features of a car are another form of technology b...
2019-08-0118 minYour Money & Your Life Podcast
Your Money & Your Life PodcastHow The SECURE Act Might Impact Your Retirement PlanningThe 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.
2019-07-2518 minYour Money & Your Life Podcast
Your Money & Your Life Podcast"Fake News" Impacting Your Financial LifeThe 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”.
2019-07-0323 minYour Money & Your Life Podcast
Your Money & Your Life PodcastRecent Headlines: Last Month's Volatility & BrexitMajor 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.
2019-06-2022 minYour Money & Your Life Podcast
Your Money & Your Life PodcastPlan Your Summer Vacation & Your RetirementIf 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...
2019-06-0622 minYour Money & Your Life Podcast
Your Money & Your Life Podcast5 Key Retirement Planning MistakesWhen 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.
2019-05-1625 minYour Money & Your Life Podcast
Your Money & Your Life PodcastCollege Planning And The Looming Debt CrisisOutstanding 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.
2019-05-0217 minRight Royal Roundup
Right Royal RoundupRight Royal Roundup (26 April 2019) - 93rd Birthday, ANZAC Day, Grand Duke Jean & Donald TrumpEaster Sunday coincides with Queen Elizabeth's 93rd birthday, Anzac Day Commemorations, including Prince William in New Zealand, Grand Duke Jean of Luxembourg's passing and Queen Elizabeth invites the US President and the First Lady for a state visit. See more with this week's show - https://rightroyalroundup.com.au/2019/04/26/podcast-93rd-birthday-anzac-day-grand-duke-jean-donald-trump/ Visit our website http://rightroyalroundup.com.au for more podcasts and other content. Like us on Facebook, follow us on Twitter, Instagram, Telegram or Parler
2019-04-2609 minYour Money & Your Life Podcast
Your Money & Your Life PodcastPresidential Candidates & Future Tax RatesOn 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.
2019-04-1827 minYour Money & Your Life Podcast
Your Money & Your Life PodcastComing Soon - Introducing The Your Money & Your Life PodcastComing soon you'll be able to get great financial and retirement planning guidance from Certified Financial Planner Donald Cash in Red Bank, NJ on his new podcast, Your Money & Your Life. You'll get to hear two new episodes each month as Don helps you navigate the complexities of the financial world. The first episode launches in April and don't forget to subscribe on iTunes and your favorite podcast apps.
2019-04-0301 min