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Some of the most expensive retirement taxes are not new at all—they are old rules that have quietly become more costly over time.
August 13, 2026
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.
LEARN
Budgeting tips, retirement accounts, taxes, inflation, stocks, and more
SAVE
Save money, invest, and prepare for the future
RETIRE
Retire and enjoy your retirement without worrying about money
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The 5 Long-Term Care Planning Mistakes to Avoid
Long-term care planning is not just about how much money you have. It’s about protecting your choices, dignity, and family relationships before a crisis occurs. In this episode, Don walks through five common mistakes involving care communities, Medicaid, insurance, and family caregiving.
July 30, 2026
The Storms You Don’t See Coming
Life can change fast, and retirement is no different. In this episode, Don uses recent storms, outages, and unexpected disruptions as a powerful reminder that the biggest retirement risks are often the ones we never saw coming.
July 9, 2026
Trump Accounts: Brilliant Idea or Future Headache?
A new savings vehicle is generating plenty of headlines, questions, and debate. But beyond the politics and buzzwords, what does this new opportunity actually mean for families trying to build wealth for the next generation?
June 25, 2026
Why Everything Feels More Expensive — And Why Your Kids Feel Broke
A lot of families are asking the same question right now: why does everything feel so expensive? Don explores the growing financial pressure facing younger generations and why even high earners feel squeezed.
May 28, 2026
The $110 Trillion Wealth Transfer — Who Really Gets Your Money?
Don explores one of the biggest financial stories unfolding right now: the massive transfer of wealth from Baby Boomers to the next generation.
May 14, 2026
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about your host...
Donald W. Cash – CPA, CFP®, is an independent advisor. After graduating from Rutgers University, he began his career as an accountant. After five years of practice, he entered the field of Estate Planning, concentrating on long-term care planning. Don has been advising clients in the baby boomer and retirement market for 20 years. He has helped over 1,000 families with their planning needs.
Don advocates for a holistic approach to Estate and Financial Planning and has relationships with other professionals including Attorneys, CPA’s, Mortgage Specialists, Insurance Specialists and Asset Managers.
He is married to Cathy and they have 4 children, Carly, DJ, Nick and Tori. They live in Freehold, NJ.
Questions for Don?
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The Stealth Taxes Draining Your Retirement
Some of the most expensive retirement taxes are not new at all—they are old rules that have quietly become more costly over time. Frozen income thresholds, rising home values, Medicare surcharges, and investment taxes can all combine to reduce what retirees actually get to keep.
In this episode, Don Cash breaks down several of these stealth taxes and explains how one financial decision can trigger multiple tax consequences at once. The key is looking ahead before those hidden costs show up.
Here’s some of what we discuss in this episode:
💣 Social Security Tax Torpedo: Frozen thresholds can expose more benefits to taxation over time
🏠 Home Sale Trap: Rising property values can outgrow the long-standing home sale exclusion
Get in touch with Don and learn more: https://doncashpodcast.com/
📈 Investment Income Tax: Additional taxes can stack on top of capital gains and other investment income
🎯 Domino Effect: One financial move can trigger several tax consequences at the same time
🏥 IRMAA Surprise: Decisions made today can affect Medicare premiums two years later
August 13, 2026
July 30, 2026
July 9, 2026
June 25, 2026
March 26, 2026
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