financial planning Archives - Your Money & Your Life Podcast

100th Episode Spectacular! Looking Back On Our Prior Shows

July 27, 2023 walter Comments Off

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.

Mailbag: Should I Sell The Family Farmland I Inherited? And More

July 6, 2023 walter Comments Off

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.

What is ESG Investing? Don’t Get Fooled

March 9, 2023 walter Comments Off

You might have come across headlines in recent weeks that keep talking about ESG investing. It’s an issue that has been all over the financial news lately and is gaining notice with the investing public. This ESG, or Environmental, Social, and corporate Governance, is a hot issue on Wall Street and affects many 401(k) and…

New Inflation Numbers, What Do They Mean?

May 20, 2021 walter Comments Off

We’ve already seen tremendous inflation in housing, lumber and other areas since Covid hit. But will that soaring inflation continue?

End of Year Financial Checklist + Market Update

December 3, 2020 walter Comments Off

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.

Evaluating the End of the Year 2020

November 19, 2020 walter Comments Off

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?

How This Election Compares to Previous Years

November 5, 2020 walter Comments Off

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.

Planning for Social Security Benefit Changes

October 15, 2020 walter Comments Off

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.

Coronavirus Market Update

March 19, 2020 walter Comments Off

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.

Coronavirus, Impeachment, & the Election – How News Might Affect Our Retirement

February 20, 2020 walter Comments Off

It’s been a busy year already and we aren’t even through February yet. Today we’ll address the top stories dominating the news right now – the Coronavirus, impeachment, and the election – and discuss whether these things will affect our retirement and planning in 2020.

Recent Headlines: Last Month’s Volatility & Brexit

June 20, 2019 walter Comments Off

Major US stock indexes fell more than 6% in May, so we’ll take a quick look back at last month and discuss what brought about these changes. And to continue with the news topics, we’ll talk about recent updates on Brexit, and get Don’s opinion on how we should take all of these news events into account in regards to our financal plans. We’ll close out with an email question about the pros and cons of gifting assets.

Questions?

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