investing

Inflation, Early Retirement, & Proposed Changes to Social Security

In a normal year, just one of these topics would be significant news for us to discuss, but 2022 is filled with headlines that impact retirement planning. On this episode, we’re going to provide an update on inflation and the indicators to be watching, share stats on the early retirement trend, and give you the truth on the latest proposed legislation that impacts Social Security.

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What the Inflation Reduction Act Means for Planning

Washington recently passed the Inflation Reduction Act, which on the surface appears to be aimed at solving the inflation problem. But there’s much more inside the bill, including a few different items that directly impacts financial planning. We’ll break down this new legislation on the podcast and highlight other laws that might be on the way.

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Lessons Learned: 40th Anniversary of the Historic Bull Run

For economic geeks like ourselves and those old enough to remember, this week will be seen as
the anniversary of one of the greatest bull markets in history. It was on August 12, 1982,
that the Dow Jones Industrial Average dropped to its low of 777 (lucky number) —almost
For economic geeks like ourselves and those old enough to remember, this week will be seen as the anniversary of one of the greatest bull markets in history. It was on August 12, 1982, that the Dow Jones Industrial Average dropped to its low of 777 (lucky number) —almost precisely where the Index had closed in January 1964, more than 18 years earlier!

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The Cycle of Investor Anxiety

How do we overcome the cycle of anxiety we face as investors? On today’s episode, Don breaks down the 5 stages of investor anxiety and how we can overcome these obstacles in today’s world.

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Inflation, Interest Rates and Bond Prices – Oh My!

Interest rates are going up, inflation is impacting our wallets, and bond prices are down. On today’s episode, we break down these issues and how they could impact you.

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Winners and Losers 2 Years After Covid Market Crash

What does it take to be a winner in today’s stock market? We’ll explore the difference between winners and losers when it comes to investing on today’s episode.

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New Inflation Numbers, What Do They Mean?

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

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How Could the Capital Gains Tax Affect You?

Do these proposed changes really only affect high-income earners and the wealthy? On today’s episode, we look at recent changes and proposals that could impact your finances.

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Wall Street Approach vs Academic Approach

How should you approach the stock market? What are you basing your financial decisions on?

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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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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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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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What Can We Learn About Retirement from Flying?

You’ve likely never thought about it before, but there’s a lot we can learn about retirement from flying. Yes, many of the same processes and principles that are used by pilots and planes can be applied to our financial plan. We’ll take you through those on this episode.

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