& 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.
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
Inflation! 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.
new episodes every other week...
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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 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.
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Giving 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