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?
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?
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?
2019 Financial Year in Review
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