Apple Podcasts
Google Podcasts
Spotify
Stitcher
TuneIn
Amazon MusicWeather the Storm and Don’t Lose Focus
Weather enthusiasts and retirement planning worlds collide… Each Fall we
September 29, 2022
Your Money
& Your Life
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
listen Now...
discover episodes
Inflation, Early Retirement, & Proposed Changes to Social Security
In a normal year, just one of these topics would be significant news for us to discuss, but 2022 is filled with headlines that impact retirement planning. On this episode, we’re going to provide an update on inflation and the indicators to be watching, share stats on the early retirement trend, and give you the truth on the latest proposed legislation that impacts Social Security.
September 8, 2022
What the Inflation Reduction Act Means for Planning
Washington 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.
August 25, 2022
Lessons Learned: 40th Anniversary of the Historic Bull Run
For 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
For 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!
August 11, 2022
Summer Heat and Economic Stress
There’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?
July 21, 2022
The Risk of Losing Financial Independence
Are 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.
June 30, 2022
ENJOYING THE SHOW? LEAVE A REVIEW!
There are no reviews yet. Be the first one to write one.
new episodes every other week...
subscribe now
HOW TO SUBSCRIBE
> Go to your favorite podcast app. We are on Apple Podcasts, Google Podcasts, Spotify, Stitcher, TuneIn, and Amazon Music.
> Search for Your Money & Your Life Podcast
> Click the subscribe button and you’ll be connected. Get notifications for every new show!
about your host...
Donald W. Cash – CPA, CFP®, is an independent advisor. After graduating from Rutgers University, he began his career in 1985 as an accountant. In 1990, 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?
get in touch...
Weather the Storm and Don’t Lose Focus
Weather enthusiasts and retirement planning worlds collide… Each Fall we spend a lot of time watching and listening to the news and the Weather Channel getting reports of developing hurricanes and are treated to lots of updated graphics to bring us a refresher on how hurricanes work. So, let’s take the opportunity to see what we can learn about retirement planning from a discussion about hurricanes.
In this episode, we will talk about the volatility of the market. Are market dips something you should be wary of? What global events cause market changes? Let’s dive into some of the things that often make us lose focus as we invest for retirement.
Here’s some of what you’ll learn on this episode:
- Why you need to accept that the value of the stock market will drop at some point. (6:11)
- You must be careful not to be influenced by the wrong people. (10:44)
- Here are some things you should look out for over the next few months. (16:26)
Additional resources:
The “You Earned It, You Keep It Act” –
https://www.govtrack.us/congress/bills/117/hr8717
Workers leaving the workforce:
https://www.nytimes.com/2022/05/19/business/economy/older-workers-labor-force.html
IRS Loses records –
Emergent Intelligence –
https://unanimous.ai/emergent-intelligence-from-a-jar-of-beans/
Sir Issac Newton Stock Loss –
September 29, 2022
September 8, 2022
August 25, 2022
August 11, 2022
July 21, 2022
June 30, 2022
June 2, 2022
May 19, 2022
Search Results placeholder