The Highlights & Lowlights – Wrapping Up 2020
As you wrap your gifts and prepare for the ball drop, we wrap up 2020 by reviewing the highlights and lowlights that happened this year. Can you believe all that’s happened?
Read MoreYear: 2020
End of Year Financial Checklist + Market Update
We’re closing in on the end of the year, which is a great time to catch up on a little rest and relaxation. Before you do that, there are some financial items you should review before the calendar turns to January. We’ll run through a list of five planning considerations on this show, and we’ll also get Don’s thoughts on the recent surge in the market.
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Evaluating the End of the Year 2020
From COVID numbers to the stock market, we’ve had a lot of volatility this year. What should we do now with our financial planning before the year is over?
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How This Election Compares to Previous Years
Election Day is behind us but the results for this year’s vote are still unclear. As unusual as the 2020 election has been, there are some surprising parallels to previous years. Join us as we go through those and then discuss what we can be doing from a planning standpoint during all the uncertainty.
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Planning for Social Security Benefit Changes
The federal government recently announced an increase to Social Security benefits for 2021 but it also came with an increase in Medicare premiums. On this episode, we’ll tell you what you need to know about these adjustments along with thoughts on additional changes that could come be coming down the road.
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Let’s Talk Electionomics
What are some of the economics surrounding an election year? How will our president impact our economy? Let’s talk about the 800-pound gorilla in the room as we head into the final quarter of 2020.
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Obsolete Financial Planning Axioms
Have you ever heard of the 10-5-3 rule? It’s one of the outdated financial planning axioms that just don’t make sense anymore. Today we’ll tell you why and explain interest rates, inflation, and factors that determine where we’re headed.
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Stock Market & Real Estate Update
As summer winds down, the economy is still facing numerous challenges but you wouldn’t know it by looking at the stock market and real estate these past few months. Let’s try to make some sense of what we’re seeing in both markets and find out what Don thinks about the rest of the year.
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Preparing For Financial Storms
Are you prepared for a financial storm? We explain what to do and why a financial advisor is so important in helping you weather tough conditions when the forecast gets dark.
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Have You Made a ‘Corona Purchase’?
Have you made a big splurge recently? How have your finances shifted in the past several months during the pandemic? Today we’ll talk about how spending has changed as our lifestyles have slowed down.
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What Happens Financially After the Loss of a Spouse?
Times like these may make you think more soberly and realistically about if something tragic were to occur. How do you prepare financially for the inevitable of one spouse passing away? We’ll take you through the important considerations on this episode.
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Assess Your Financial Health With A Stress Test
Don recently went to the doctor for a checkup and a cardio stress test. All is well, but the experience reminded him just how similar it is to the testing he puts his clients’ portfolios through to make sure they can weather life’s various financial storms. He’ll also give you five easy-to-follow rules for how to survive the next stock market crash.
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Financial Lessons from Mark Twain & Picking the Right IRA
We look at several quotes from Mark Twain in today’s episode to see how it may apply in our own financial life. Then, we talk through traditional and Roth IRAs to see which is better for you.
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June Economic Update
With a constant changing world, particularly in the last four months, what is going on with the economy right now? What takeaways should we have from that when mapping out our financial plan?
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How Have Our Clients Been Doing Through Quarantine?
We spend a lot of time on the financial side of life, but money is nothing without your physical and mental health. Today we talk to Don about how clients have been handling isolation, how they’re staying healthy, and whether they are starting to venture out.
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What Does Economic Health Look Like?
As we transition into a new routine and daily life, the economy continues to struggle. What has the Fed done? And will it be enough to help our economy?
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The Latest Financial Update on Coronavirus
As we approach the third month dealing with the coronavirus health crisis, let’s get an update on where things stand. Don will tell us how he’s dealing with the quarantine, what clients are concerned about, and the adjustments you might want to consider.
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Coronavirus Update: Understanding the CARES Act
Have you heard about the CARES Act, which will provide aid and relief for individuals and businesses? What adjustments have you made recently due to coronavirus and its impact? We’ll discuss a few key areas to pay attention to.
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Coronavirus Market Update
The coronavirus struck quickly across the country and it caused a rapid sell off in the market that has many people worried. How bad will this be? What can you be doing for your retirement plan? We get the latest from Don Cash with his perspective on what we’re witnessing.
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Revisiting the SECURE Act: Inherited IRAs
Have you heard of inherited IRAs? The SECURE Act changed a lot of rules, including the details surrounding the inherited IRAs, so you’ll want to know how to plan accordingly.
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