The fourth quarter is when a lot of financial planning opportunities start running out of runway. In this episode, Don walks through the year-end decisions retirees should be reviewing while there is…
Estate planning can feel “finished” once the documents are signed, but life has a way of changing the family faster than the paperwork. In this episode, Don uses the arrival of his first grandchild as…
Financial complacency rarely announces itself. It tends to creep in while life feels comfortable and everything appears to be working. Don explains why retirement requires a different mindset and why…
Some of the most expensive retirement taxes are not new at all—they are old rules that have quietly become more costly over time. Frozen income thresholds, rising home values, Medicare surcharges, and…
Feeling confused about what the SECURE Act means for you and your RMDs? Don will talk you through what you need to know and help you figure out whether you’ll need to take RMDs sooner or later. Show…
Before we turn the page and move into the new decade, let’s take a look back at a busy 2019. We saw a strong market, interest rate cuts, the passing of the SECURE Act, and more, but there are also…
We’ve been keeping an eye on the SECURE Act for months now and recent legislation passed by Congress will make it effective starting in 2020. Get an overview of the adjustments and find out why Don…
It was recently announced that the Medicare Part B monthly premiums and the annual deductible would be higher in 2020, so how is this amount calculated? We turn to Don Cash to explain Medicare…
Myths, rumors, and misunderstandings are pervasive in the world of Social Security. On this show, we’ll look to clear up the most common misunderstandings about Social Security, provide some…
Americans believe it’s important to have a will, but less than half have one. Not only do many Americans lack a basic will, they often lack very important legal documents. On part two of this series,…
