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Episode 16 | Understanding the 2025 Tax Code Changes
In this episode of Your Wealth Journey, financial advisors Shallon Weis and Jim Tausz unpack the upcoming 2025 tax code changes—what’s shifting, who it impacts, and how to prepare. Whether you're nearing retirement, running a small business, or just trying to make smart money moves, this quick 15-minute episode gives you the clarity and confidence you need to navigate what's ahead.
Stay tuned for the Five in Five segment at the end, where we share five strategic planning ideas that could help you save big in the next tax year.
OUR APPROACH
Today's investor needs more than a portfolio manager; they need a dedicated financial consultant who can professionally evaluate all elements that make up your financial landscape and offer customized strategies that achieve your goals.
Bradford Financial Center advisors evaluate your risk, tax liability, retirement planning, legal obligations, and more, and then advise only on investments and strategies that make sense to your financial situation.
OUR WEALTH MANAGEMENT SERVICES
Bradford Financial Center offers individual and corporate services in:
- Financial Consulting
- Investments
- Tax-Savings Strategies
- Feasibility Studies
- Risk Management
- Retirement and Estate Planning, Trust Planning
- Business Development and Business Valuations
WE'RE SOCIAL
Connect with us to read the latest financial trends and market updates.
SUBSCRIBE
To receive our monthly financial news email in your inbox, subscribe HERE.
DISCLAIMER: This podcast is for general information and educational purposes only and is not intended to be specific advice for any individual. Consult your financial professional regarding your situation.
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By Shallon Weis, CFPIn this episode of Your Wealth Journey, financial advisors Shallon Weis and Jim Tausz unpack the upcoming 2025 tax code changes—what’s shifting, who it impacts, and how to prepare. Whether you're nearing retirement, running a small business, or just trying to make smart money moves, this quick 15-minute episode gives you the clarity and confidence you need to navigate what's ahead.
Stay tuned for the Five in Five segment at the end, where we share five strategic planning ideas that could help you save big in the next tax year.
OUR APPROACH
Today's investor needs more than a portfolio manager; they need a dedicated financial consultant who can professionally evaluate all elements that make up your financial landscape and offer customized strategies that achieve your goals.
Bradford Financial Center advisors evaluate your risk, tax liability, retirement planning, legal obligations, and more, and then advise only on investments and strategies that make sense to your financial situation.
OUR WEALTH MANAGEMENT SERVICES
Bradford Financial Center offers individual and corporate services in:
- Financial Consulting
- Investments
- Tax-Savings Strategies
- Feasibility Studies
- Risk Management
- Retirement and Estate Planning, Trust Planning
- Business Development and Business Valuations
WE'RE SOCIAL
Connect with us to read the latest financial trends and market updates.
SUBSCRIBE
To receive our monthly financial news email in your inbox, subscribe HERE.
DISCLAIMER: This podcast is for general information and educational purposes only and is not intended to be specific advice for any individual. Consult your financial professional regarding your situation.