100th Episode Spectacular! Looking Back On Our Prior Shows

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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.

 

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.

As we journey forward, we delve into the future of the economy, discussing rising inflation, national debt, the importance of strategic retirement planning, and more. We also explore the value of Roth IRAs and talk about the power of timeless investing principles.

Whether you’re a long-time listener or a new joiner, thank you for being here! We hope you enjoy the episode.

Here’s some of what we discuss in this episode:

  • Don and Marc reflect on the past five years + podcast episodes from the beginning of the show. [0:43]
  • The podcast during COVID-19 + Don’s role as an advisor during that time. [8:26]
  • The impact of inflation in 2023. [14:54]
  • The slight easing of inflation + The Debt-To-GDP ratio. [18:43]
  • The importance of following time-tested planning principles and not making emotional financial decisions. [23:26]

If you have any questions about what we discussed in this episode, please reach out and we’d be happy to provide answers.

 

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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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WAYS TO CONTACT

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don@donaldcash.com