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
We are all familiar with the term life span and the concern inflation and social security changes may impact living a long life. Today, we are going to talk about “health span” and what we need to think about as we live longer, and hopefully healthier, in retirement.
In this episode, we’re taking a look at the new Social Security cost of living changes for 2024. Join Don and Marc as they decode the Consumer Price Index (CPI) and its impact on Social Security and retirement planning. They uncover the intricate world of CPI categories, from CPI-U to CPI-W, and how they determine Social Security cost of living adjustments.
Why is this downgrade happening now and what does it mean to us as we save for and in retirement?
We want to explore that in this episode and get Don’s perspective on what happened after the last downgrade and try to determine what we can do as investors to protect ourselves moving forward.
Welcome to our 100th episode of Your Money & Your Life! Today we’re taking a nostalgic look back at the past five years, from personal milestones to macro-economic events, such as the fluctuating real estate market and interest rates. We even rewind to some previous episodes, examining how our predictions on technology’s role in investment strategies held up, and discussing the unforeseen impact of COVID-19 on our lives and finances.
We’re diving into the listener mailbag for today’s episode! We’ve received some excellent listener questions recently, and we’re going to dive into a few of them on today’s show. Stick around, because these strategies could be useful for your life or help you avoid financial mistakes in the future.
Many retirees bounce around the idea of moving states in retirement with the goal of saving money on taxes and expenses. It makes sense on the surface but will it benefit you as much as you hoped?
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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.
We are all familiar with the term life span and the concern inflation and social security changes may impact living a long life. Today, we are going to talk about “health span” and what we need to think about as we live longer, and hopefully healthier, in retirement.
Here’s some of what we discuss in this episode:
Get in touch with Don and learn more: https://doncashpodcast.com/
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