Financial Health & Wealth Show

What do you do when you are the beneficiary of an inheritance? Today, Cassandra talks about different circumstances, things to consider, and how to prepare when you inherit different assets. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .

Today, we discuss gifting, legacy planning, and more ways to prepare to pass on wealth. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .

Today, we talk about preparing for the unexpected during retirement, like long-term care, and how to give yourself some options and flexibility. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .

Today, Cassandra explains a variety of biases that could impact your financial decision-making: cognitive bias, overconfidence, emotional bias, ambiguity aversion and more. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .

Today, we continue our conversation about the RCS, discussing emergency funds, expenses and expectations. Plus, Cassandra has a September market update. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .

Today, we discuss the latest survey, which reflects how workers and retirees view retirement. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .

We have a quiz to test your social security knowledge. Plus, we discuss when you can draw on your benefits and more. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .

The origin of social security, when's the right time to draw, and a caller has a question about receiving social security from an ex-spouse. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .

Understanding the current implications of the OBBB and its impact on social security, changes to 529 plans and more. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .

Examining the impact of the Big Beautiful Bill on standard deductions, tax credits and more. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .

Cassandra and Miss Shannan talk about 401Ks. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .

This week Cassandra shares on how to prepare for retirement as well as long-term care. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .

What is the value of our money today? And how can we best take advantage of our investments to maximize our future dollar potential? See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .

Cassandra shares information about gaining financial independence in today's retirement landscape. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .

This week, Cassandra Brashier celebrates Mother's Day by talking through unique challenges that mothers can face in the financial world. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .

This week, Cassandra Brashier goes over the options for long term care, including its definition, planning ahead, and who is able to benefit See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .

This week, Cassandra Brashier breaks down common retirement questions, including retirement earnings pre taxes, and ways to minimize the tax burden of an RMD. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .

This week, we talk about what you can do about market volatility. From what makes the market jump around, to useful financial vocab, to what your investing options may be. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .

This week, Cassandra Brashier talks about donating to charity, and how it can be a win for yourself and the charity you're giving to. Listen along as she breaks down tax benefits, giving reports, and different ways to contribute See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .

Thus week, Cassandra Brashier discusses how marriage - or separation - can affect your finances. Listen along as she walks through the different financial considerations, and how a financial advisor can help you make the best decisions for you. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .

This week, Cassandra Brashier talks about market volatility - from why these cycles happen, to how they affect the average consumer, to what people can do when the confusion makes them uneasy. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .

This week, Cassndra Braiser discusses checking your current 401k matches, rollovers, and SDBAs. Listen along as she helps you maximize your own 401k See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .

This week, Cassandra Brashier talks about Roth IRAs. Tune in to hear about Roth's functionality, to its benefits, to how to get started! See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .