Your Money & Your Life Podcast
Business:Investing
We spend a lot of time on the financial side of life, but money is nothing without your physical and mental health. Today we talk to Don about how clients have been handling isolation, how they’re staying healthy, and whether they are starting to venture out.
Read more and get additional financial resources here: https://doncashpodcast.com/?p=290
Today's show schedule:
1:09 – What’s the latest update on opening up businesses?
2:57 – Don was finally able to get a haircut but here’s what he had to do.
5:15 – How are clients doing financially and emotionally through this pandemic?
7:06 – Are clients starting to venture out yet at all?
10:13 – The isolation is starting to wear on people.
13:20 – Many deceased people are receiving stimulus checks.
14:59 – A lot of companies like insurance are providing discounts during this time.
16:56 – Cash Connection question: I just inherited a large sum of money from my dad. I thought it would be a bout $50,000 but it’s about 10x that amount. I’ve been saving on my so I don’t really know what to do with this. Any recommendations?
18:39 – Different tax treatment for each asset in the inheritance
Get Your House In Order – Goodbye Tax Season, Hello Tax Planning for 2024
Get Your House In Order – Estate Planning for 2024
HSA Opportunities & Moves to Consider Before April 15th
Driverless Cars, Missed Medical Expenses & Tax Breaks
Little-known Tax deduction for your Valentine
Successful Retirement Planning Is Like The Movie “Groundhog Day”
Bad News Is Good News?
New Year’s Resolutions + Lessons From 2023
3 Conversations To Have About Money Over The Holidays
Year End Planning: “In the Red Zone” (Part 2)
Year End Planning: It’s Not Too Early (Part 1)
Medicare Mistakes To Avoid During Open Enrollment Season
Identity Theft: The Reality, Risks, and How to Stay Safe
Get Your House in Order! Why You Need an Estate Plan
Your Health Span vs Your Life Span
Social Security Cost Of Living Changes For 2024 – What Does That Mean For You?
Government Bonds Downgraded – What Does That Mean to Me?
100th Episode Spectacular! Looking Back On Our Prior Shows
Mailbag: Should I Sell The Family Farmland I Inherited? And More
Should I Move to Another State to Save Money on Taxes & Expenses?
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