In this episode, Don and Marc huddle up for a fourth-quarter financial game plan to help you finish the year strong. With 2025 winding down, Don breaks down the key tax moves every retiree and pre-retiree should know before December 31st- including the expanded SALT deduction, the new Bonus Senior Deduction, and strategies for charitable giving and Roth conversions.

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

🏈 Finishing the year strong with smart tax planning

💰 SALT deduction jumps to $40K for many households

🎁 Bonus Senior Deduction for retirees 65+

🙌 Bunching vs. QCDs for charitable giving

🔁 Roth conversions before rates rise again

🗓️ Year-end checklist to act before Dec. 31

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

The final months of the year are more than just football and holiday prep; they’re the most important time for financial strategy. As 2025 winds down, Don shares his year-end checklist for retirees and pre-retirees, covering the key moves that can save you money and set you up for success in 2026. From new tax law opportunities to shifting Medicare rules, this is the season to review, adjust, and make every dollar count.

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

💰 Tax Planning: Year-end opportunities under the new tax law

🧮 RMD Rules: Avoiding penalties and double distributions

🩺 Medicare Enrollment: Reviewing plans and prescription changes

❤️ Charitable Giving: Maximizing QCDs for tax-free generosity

🏡 NJ Tax Perks: Property tax breaks and “Stay NJ” benefits

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

Medicare open enrollment is almost here, and this year it’s shaping up to be one of the most dramatic seasons ever. Millions of retirees are about to lose their Advantage plans or face major changes, while even those with traditional Medicare supplements could see higher costs ahead. In this episode, Don breaks down the why, what, when, and how of the Medicare shakeup.

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

🍂 Medicare open enrollment runs Oct 15 – Dec 7

⚖️ Understanding Medicare Advantage vs. Supplement

🚨 2 million people losing Advantage coverage this year

💊 Rising medical & prescription costs driving plan changes

📝 Don’s “3 M’s”: Mail, Map, and Math

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