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/

As the year wraps up, it’s time to make smart moves that can lower your tax bill and set you up for a stronger 2025. Don breaks down key year-end planning strategies- covering deductions, charitable giving, and state-specific opportunities- that could help you keep more of what you’ve earned. Don’t miss these insights that might save you thousands before December 31!

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

💼 New Deductions: key year-end tax updates and changes for 2025

📊 Above & Below the Line: understanding how different deductions impact your AGI

💰 End of Year Strategies: planning strategies for high earners under age 65

❤️ Giving Back: smart charitable and estate planning opportunities

🏛️ State Savings: unique New Jersey deductions and credits retirees should know

📅 Year-End Tips: what to do before December 31 to maximize savings

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

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

MyLight

https://morelamplight.com/about-morelamplight/

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