Start the new year strong! In this episode, Don reframes 2026 resolutions around the intersection of health, relationships, and financial planning, and shows why ignoring one often undermines the others. If you want resolutions that support your life instead of competing with it, this episode sets a better foundation for 2026!

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

🎯 2026 Reset: Rethinking resolutions with purpose and clarity

🏃‍♂️ Health as Wealth: Why wellness is a financial strategy

📵 Tech & Relationships: Using smartphones as tools, not substitutes

🛡️ Protection Over Growth: Reducing risk as retirement approaches

📜 Estate Plan Check: Updating beneficiaries before it’s too late

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

As the calendar races toward December 31, Don breaks down the year-end financial moves that can save retirees thousands- both now and for years to come. In this episode, he explains why December, not April, is the true “strategy season” for tax planning and highlights the opportunities that disappear once the ball drops on New Year’s Eve. From using Qualified Charitable Distributions to reduce taxable income, to unlocking the little-known 0% capital gains bracket, to timing Roth conversions within favorable tax ranges, Don shows how proactive planning creates powerful long-term benefits.

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

🔄 Tax Deadlines: Why December 31 is the real planning cutoff 🎁 QCD Advantage: Donate smarter, reduce income, avoid IRMAA 📈 0% Capital Gains Bracket: Sell appreciated assets with no federal tax 🔵 Roth Conversion Sweet Spot: Staying within the 24% bracket 💡 Medicare Fixes: How to appeal unexpected IRMAA surcharges 📋 Year-End Checklist: RMDs, deductions, gifting, beneficiaries

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

The holidays bring families together, and sometimes, they reveal things we’ve been too busy to notice. In this episode, Don talks about the subtle signs that a parent or loved one may need extra support and how Thanksgiving gatherings can spark important long-term care conversations. You’ll hear how the holidays are not just a celebration, but an opportunity to protect the people you love.

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

🦃 Thanksgiving & Family Time: what holiday gatherings reveal about aging loved ones

👀 Holiday Reality Check: noticing changes in behavior, mobility, or routines

📍 First Steps in LTC Planning: how to begin the conversation without overwhelming anyone

🏥 Medical & Care Options: understanding home care, assisted living, and higher-level care

💸 Financial Impact: preparing for the true cost of long-term care

📄 Essential Legal Documents: powers of attorney, healthcare directives, and protection strategies

Resources for this episode:

#InFocus: Local man spends 350+ days on beach in honor of late wife:

https://www.fox29.com/news/infocus-local-man-spends-350-days-on-beach-in-honor-of-late-wife

East of the Boardwalk: The Miracle of Ocean City’s #1 Beach Bum

https://a.co/d/a356HPv

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