Your Money & Your Life Podcast
Business:Investing
Don recently went to the doctor for a checkup and a cardio stress test. All is well, but the experience reminded him just how similar it is to the testing he puts his clients’ portfolios through to make sure they can weather life’s various financial storms. He’ll also give you five easy-to-follow rules for how to survive the next stock market crash.
Show Notes, Resources & Contact Info:
https://doncashpodcast.com/
Timestamps:
0:35 – Life is slightly back to normal for Don.
2:23 – Don stumps Marc on some July 4th trivia. How many signers were on the Declaration of Independence?
4:23 – Have you ever gone through a cardio stress test? Don just experienced one during a health checkup.
10:09 – What does the financial stress test really look like? Don lays out three key elements.
12:50 – Let’s learn some lessons from the 2020 market crash with the 5-Rule Market Crash Survival Guide.
17:02 – Don discusses some more tweaks to this year’s Required Minimum Distribution rules. Lots of IRA law tinkering this year…
19:55 – Getting To Know Don: If you were going to own a different business, what kind of business would it be?
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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