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.
Budgeting tips, retirement accounts, taxes, inflation, stocks, and more
Save money, invest, and prepare for the future
Retire and enjoy your retirement without worrying about money
Medicare Open Enrollment comes around every year, but simply sticking with last year’s coverage may not always be the best decision.
The fourth quarter is when a lot of financial planning opportunities start running out of runway. In this episode, Don walks through the year-end decisions retirees should be reviewing while there is still time to make adjustments.
In this episode, Don uses the arrival of his first grandchild as a reminder that wills, trusts, beneficiaries, gifting strategies, and family wishes all need to evolve.
Don explains why retirement requires a different mindset and why a plan that worked years ago may no longer fit your life today.
Some of the most expensive retirement taxes are not new at all—they are old rules that have quietly become more costly over time.
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.
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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.
Medicare Open Enrollment comes around every year, but simply sticking with last year’s coverage may not always be the best decision. Don walks through the questions retirees should be asking as they review their Medicare options for 2027 and highlights several blind spots that can create unwanted surprises later. Open Enrollment isn’t necessarily about changing your plan, but it is a time to make sure the plan you have is still the right one.
Here’s some of what we discuss in this episode:
🛣️ Coverage Paths: Compare two Medicare approaches
💵 Plan Costs: Look beyond monthly premiums
🏥 Healthcare Access: Consider doctors and travel
📋 Supplement Options: Understand cost and exposure
⚠️ Switching Later: Know the long-term limitations
Get in touch with Don and learn more: https://doncashpodcast.com/
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