New Year’s Resolutions + Lessons From 2023

Click the play button to hear the episode or skip around to certain topics!

The new year is upon us, so we thought we’d take this time to reflect on the past year and chat about starting the new year on the right footing. Join Don and Marc as they discuss a wide array of topics, ranging from health concerns to retirement, relationships, and unexpected global events that took place in 2023.

The new year is upon us, so we thought we’d take this time to reflect on the past year and chat about starting the new year on the right footing. Join Don and Marc as they discuss a wide array of topics, ranging from health concerns to retirement, relationships, and unexpected global events that took place in 2023.

Don will share some surprising facts along the way and the critical financial lessons that we can take from the events of the past year. We’ll even share some tips for successfully sticking to resolutions by setting smart goals. Stay tuned for a blend of wisdom, humor, and practical advice, and kickstart your journey to success in the year ahead.

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

  • Some interesting facts on New Year’s resolutions in America
  • Mental health, social media addictions, and fitness tracking
  • Health, relationships, and recreational goals for people over 50
  • Setting S-M-A-R-T goals in the new year and learning from last year’s investing lessons
  • The unpredictability of the stock market and the danger of making predictions based on the news

 

Share the Show, Share the Knowledge!

Facebook
LinkedIn
Email

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.

Don't Stop Here...

The Tax Pitfalls Of Gifting Your House To Your Family

With the rising costs of homeownership and the looming concerns of long-term care, it’s no wonder that many parents consider transferring their homes to their kids. However, this seemingly generous act can come with significant financial pitfalls and tax consequences that you may not be aware of. Join us as Don shares some important items to consider and common mistakes to look out for…

Get Your House In Order – Retiree Insurance

What types of insurance coverage should you be considering for your golden years? What do you need to keep in mind as you prep for the transition? We’re going to walk you through the fundamentals in today’s episode.

WAYS TO CONTACT

(732) 784-2867

don@donaldcash.com