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Transform your financial future with Wes Moss and Jeff Lloyd in this action-focused episode of the Money Matters Podcast. Break down the newly passed "One Big Beautiful Bill" and explore its potentially wide-ranging impact on taxes, retirement planning, and long-term financial flexibility.
• Examine what OBBB means for future tax rates.
• Take advantage of higher SALT deduction limits, potentially reducing your tax burden.
• Utilize new tax treatment for tips and overtime income, helpful for both retirees and part-time earners.
• Accelerate business growth with expanded immediate expensing for investments.
• Plan more confidently for the future with a higher estate tax exemption.
Understand how these changes may create new planning opportunities—and why markets seem to remain resilient despite fiscal uncertainty.
🎧 Listen and subscribe, and start building a future you can feel good about. Visit yourwealth.com to connect with the Money Matters team.
4.8
99 ratings
Transform your financial future with Wes Moss and Jeff Lloyd in this action-focused episode of the Money Matters Podcast. Break down the newly passed "One Big Beautiful Bill" and explore its potentially wide-ranging impact on taxes, retirement planning, and long-term financial flexibility.
• Examine what OBBB means for future tax rates.
• Take advantage of higher SALT deduction limits, potentially reducing your tax burden.
• Utilize new tax treatment for tips and overtime income, helpful for both retirees and part-time earners.
• Accelerate business growth with expanded immediate expensing for investments.
• Plan more confidently for the future with a higher estate tax exemption.
Understand how these changes may create new planning opportunities—and why markets seem to remain resilient despite fiscal uncertainty.
🎧 Listen and subscribe, and start building a future you can feel good about. Visit yourwealth.com to connect with the Money Matters team.
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