Election years are always tumultuous, but the current political climate has reached new levels of unpredictability. As every election cycle seems to get more chaotic, how can you protect your portfolio? Tune in as Don explores how learning from historical events can help navigate these uncertain times.

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

• How the political and market climate of 1968 offers insights for today’s investors
• Strategies to manage market volatility and avoid knee-jerk reactions during turbulent times
• Why maintaining a diversified portfolio is crucial for long-term stability
• Developing a plan that matches your goals, risk tolerance, and time horizon

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

This week’s episode serves as a warning to those neglecting their estate plans. Few stories illustrate the importance of updating beneficiary designations more poignantly than that of Jeffrey Rolison and Margaret “Peggy” Sjostedt, who dated in the 80s and broke up just a few years later. Despite their relationship ending, Jeffrey never updated the beneficiary designation on his Procter & Gamble retirement account, and Margaret stood to inherit $1 million.

Listen in as Don shares a few things that we can learn from this unfortunate oversight…

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

• The story of Jeffrey Rolison, who forgot to update his beneficiary designation
• Jeffrey’s brothers nine-year legal battle to claim the retirement money
• The importance of regularly reviewing and updating your beneficiary designations

Wall Street Journal Article

https://www.wsj.com/personal-finance/inherited-retirement-savings-beneficiary-breakup-divorce-849e3ff2

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

As we approach the 4th of July, it's a perfect time to reflect on the concept of independence- not just in terms of our nation, but also in our personal financial lives. In today’s episode, Don and Marc chat about some of the fascinating parallels between the celebration of Independence Day and the journey of retirement planning. Stay tuned as we talk about building a solid foundation for your financial future, celebrating milestones, looking forward to a secure and fulfilling retirement, and more!

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

• The importance of early and thorough retirement planning
• Building a solid financial foundation through diligent saving, smart investing, and disciplined spending
• Celebrating milestones in your retirement journey and learning to enjoy the fruits of your labor
• Achieving financial independence and making empowered decisions on how to enjoy your retirement years
• Overcoming challenges in retirement planning like market volatility, inflation, and unexpected health issues

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