Your Money & Your Life Podcast Podcast By Donald Cash cover art

Your Money & Your Life Podcast

Your Money & Your Life Podcast

By: Donald Cash
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Financial and retirement planning guidance from Certified Financial Planner Donald Cash in Red Bank, NJ. Truly understanding what's happening inside your portfolio is so important to achieving retirement success. The planning process can be difficult if you tackle it alone, so make sure to listen to each episode to get great guidance and make the task much easier.Copyright Don Cash 2020 Economics Personal Finance Politics & Government
Episodes
  • Estate Tax Shakeup and New Breaks For Seniors (What You Need To Know)
    Jun 19 2025

    There’s a lot happening in the world right now- but quietly moving through Congress and the Senate is a major new tax bill. If passed, it could have a significant impact on retirees, investors, and families with larger estates. In this episode of Your Money and Your Life, Don breaks down the key provisions you need to know.

    Here’s some of what we discuss in this episode:

    📉 Proposed tax breaks for retirees over 65

    🧾 Why Social Security is still taxable under the new bill

    🏥 Medicaid changes and how they may (or may not) affect long-term care

    🏛️ Clearing up confusion on potential estate tax updates

    💡Cash Corner: planning moves to protect what you love

    Resources for this episode:

    New Jersey’s Estate and Inheritance Tax Episode:

    https://yourmoneyyourlife.podbean.com/e/the-2025-social-security-increase-new-jersey-triple-tax-benefit/

    Get in touch with Don and learn more: https://doncashpodcast.com/

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    26 mins
  • Fear of Feeling Foolish: What Investors Get Wrong About Getting Back In The Market
    Jun 5 2025

    We’ve all heard of FOMO: fear of missing out. But in 2025, a new investor emotion is taking center stage: FOGI, the fear of getting in. After watching market volatility, political headlines, and wild swings in interest rates, many investors are stuck sitting on the sidelines, afraid to buy back in, afraid to buy too late, and most of all, afraid of looking foolish. It’s not just about risk anymore. It’s about regret.

    In this episode, Don discusses the emotional roadblocks keeping investors frozen, including timing fatigue and media panic cycles.

    Here’s some of what we discuss in this episode:

    🌀 What is FOGI and how it’s different from FOMO

    💣 Why timing the market is so tempting… and so damaging

    📢 The impact of media noise and headlines

    🎯 What smart investors do instead of chasing or fleeing

    🔄 Real strategies for getting back in without regret

    Get in touch with Don and learn more: https://doncashpodcast.com/

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    17 mins
  • Double Trouble: Avoiding Double Taxation on Your Retirement Income
    May 22 2025

    In this eye-opening episode, Don and Marc tackle one of retirement’s most overlooked traps: double taxation on retirement income. From after-tax 401k contributions to state tax rules that sneak up on unsuspecting savers, they break down how easily your hard-earned money can get taxed more than once, and what to do about it.

    Here’s some of what we discuss in this episode:

    💰 What “double taxation” actually means

    ⚠️ How NJ tax rules increase the risk

    📉 The 401k rollover mistake that’s easy to make

    📋 How Form 8606 helps prevent being taxed twice

    📈 Strategies to protect both you and your heirs

    Get in touch with Don and learn more: https://doncashpodcast.com/

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    18 mins
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