Your Money & Your Life Podcast
Business:Investing
On this first episode of the "Your Money & Your Life" podcast, we'll get to know Don a bit better and find out how his background in the field has shaped his investing and holistic planning philosophies. After that, we'll dive into our first topic. Don will help us unpack the key points of the new tax code, and we'll learn how the upcoming election may affect both our future tax rates and our retirement accounts.
How This Election Compares to Previous Years
Planning for Social Security Benefit Changes
Electionomics
Obsolete Financial Planning Axioms
Stock Market & Real Estate Update
Preparing For Financial Storms
Have You Made a 'Corona Purchase'?
What Happens Financially After the Loss of a Spouse?
Assess Your Financial Health With A Stress Test
Financial Lessons from Mark Twain & Picking the Right IRA
June Economic Update
How Have Our Clients Been Doing Through Quarantine?
What Does Economic Health Looks Like?
The Latest Financial Update on Coronavirus
Coronavirus Update: Understanding the CARES Act
Coronavirus Market Update
Revisiting the SECURE Act: Inherited IRAs
Coronavirus, Impeachment, & Election – How News Might Affect Our Retirement
Surviving The Sandwich Generation
RMDs: Are You Billy Or Are You Bruce?
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