retirement planning Archives - Your Money & Your Life Podcast

Year End Planning: “In the Red Zone” (Part 2)

November 30, 2023 walter 0 Comments

We’re back to wrap up this two-part episode on year-end planning for 2023. In this episode, we’ll chat about several topics including the looming expiration of the current tax code in 2026, the increasing national debt, and the potential rise in tax rates. Don will also share how those in need of long-term care can leverage their IRA assets to minimize taxes, talk about the often-overlooked 0% capital gains tax bracket, discuss the importance of proactive tax planning, and more.

Year End Planning: It’s Not Too Early (Part 1)

November 9, 2023 walter 0 Comments

Join us for a two-part episode where we unpack our 2023 edition of key year-end planning strategies for those nearing or embracing their retirement years. With the holidays right around the corner, it is the perfect time of year for these conversations. Listen in as we cover a range of topics, from IRA and 401k contribution limits to Roth IRA conversions and charitable giving options.

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.

Artificial Intelligence: Should We Be Afraid?

June 8, 2023 walter Comments Off

Join Don and Marc as they dive into the fascinating world of artificial intelligence. Discover the potential risks, benefits, and the ever-expanding reach of AI across various industries. From AI-generated music and artwork to robo-advisors and facial recognition, AI is revolutionizing the way we interact with technology. In this episode, we’ll explore the origins of AI the blurred lines between reality and AI, and ultimately answer the question: should you be worried?

Landmines and Opportunities in SECURE Act 2.0

January 19, 2023 walter Comments Off

Another round of retirement changes are on the way after President Biden passed SECURE Act 2.0 into law on December 23rd. While we’ve been anticipating this legislation for a while, we didn’t know exactly what we be in the final bill. The original SECURE Act made significant changes to IRA rules. The most notable was…

Lessons Learned: 40th Anniversary of the Historic Bull Run

August 11, 2022 walter Comments Off

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!

Inflation, Infrastructure, and Medicare Increases in 2022

November 18, 2021 walter Comments Off

Inflation! We are seeing it everywhere. From the gas we buy to our Thanksgiving turkeys, prices seem to be going up everywhere. How does this affect Medicare? Well, you’ll probably be paying more on premiums. Will the infrastructure bill make inflation worse? That remains to be seen but you should stay vigilant. We will discuss these issues and how they impact you on today’s show.

Coronavirus Update: Understanding the CARES Act

April 2, 2020 walter Comments Off

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.

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.

Revisiting the SECURE Act: Inherited IRAs

March 5, 2020 walter Comments Off

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.

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.

Questions?

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