Don explores one of the biggest financial stories unfolding right now: the massive transfer of wealth from Baby Boomers to the next generation. But as Don explains, this won’t simply be a giant wave of money changing hands overnight. Longer life spans, healthcare costs, taxes, and poor planning could dramatically reshape how much wealth families actually keep, and who ultimately benefits from it.

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

💰 The Wealth Transfer Is Real: Trillions are expected to move between generations over time

🧾 Taxes Could Take More: Future policy changes may dramatically impact inherited wealth

🏥 Healthcare Changes Everything: Long-term care costs can reduce what families ultimately receive

🔄 Roth Strategies Matter More: Today’s tax environment may create unique planning opportunities

🧠 Behavior Drives Outcomes: Emotional decisions often create the biggest financial mistakes

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

Sometimes the biggest financial mistakes aren’t made with bad intentions; they come from trying to do the right thing without the right guidance. When it comes to estate planning, one simple move can trigger massive, unexpected tax consequences for your family. Today, Don walks through a real-life case where a well-meaning decision led to a six-figure tax hit. You’ll learn how capital gains rules actually work and how proper planning can help you avoid costly surprises.

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

📊 Cost Basis Basics: Understand gains and exemptions

⚠️ Planning Mistake: Real estate transfer gone wrong

✅ Correct Strategies: Preserve step-up benefits

🤝 Team Approach: Coordinate advisors effectively

🏁 Your Next Step: Keys to consider before you act

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

Space missions and retirement might seem like worlds apart, but there’s a powerful connection between them. NASA’s Artemis II mission is a reminder that your retirement planning isn’t just about the day you stop working. It’s about what happens before—and after—your retirement date.

In this episode, we’ll use the Artemis II mission to illustrate why the principles of space exploration mirror the best practices for achieving a successful retirement.

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

🚀 Artemis II is a test mission, just like the first 5 years of retirement

💡 Small mistakes in planning can snowball into major problems later

🔑 Preparation and redundancy (like diversification) are key to success

🧑‍🤝‍🧑 A strong retirement plan involves a collaborative team, just like space missions

⚖️ The goal of retirement isn’t the launch (or the finish line). It’s the long-term sustainability and legacy

What is Artemis II – https://en.wikipedia.org/wiki/Artemis_II

Apollo 11 – https://en.wikipedia.org/wiki/Apollo_11

Apollo 13 – https://en.wikipedia.org/wiki/Apollo_13

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