A lot of families are asking the same question right now: why does everything feel so expensive? Don explores the growing financial pressure facing younger generations and why even high earners feel squeezed. He also highlights the importance of perspective, long-term thinking, and helping younger family members navigate financial stress in a world that often feels overwhelming.

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

💸 Middle-Class Squeeze: Even high earners feel pressure

🏠 Modern Expenses: Housing and childcare changed everything

📱 Social Media Pressure: Comparison fuels financial anxiety

⏳ Wealth Takes Time: Most fortunes build slowly

👨‍👩‍👧 Perspective Matters: Older generations can guide younger ones

Wall Street Article:

https://www.wsj.com/opinion/why-everything-feels-more-expensive-c6d216a8?st=hfN6cG&reflink=desktopwebshare_permalink

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

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/