Nate thanks his team and his clients by telling how they’ve helped him build his business to allow him to give back, and recounts a very recent story of his first Mission Trip.

Nate discusses some of the way is that advisors bring value to their clients in more ways than simply investment returns. Source: PDF of the RMA study guide. Pages 16 – 19

Nate shares some actual good news about the economy amidst a lot of negative. Good news is out there!   Source: https://www.youtube.com/watch?v=7er_Cjknknw   https://www.dailywire.com/news/trump-secures-biggest-of-all-trade-deals-with-eu

Nate discusses the final big beautiful bill and what it means to retirees and pre retirees from a tax and income standpoint. Source: Source:  https://taxfoundation.org/research/all/federal/big-beautiful-bill-senate-gop-tax-plan/?fbclid=IwY2xjawLd9pFleHRuA2FlbQIxMABicmlkETFtek5ubTdCdGpRZmNBYUJ4AR6uSuBkMY86eLyoFqqojCAZpOm-p8Q6HdAwudH36aM3IIpB87suXhhczXnPqg_aem_CJzShSC6xo4fgn4zdqtJ1A https://wcginc.com/blog/one-big-beautiful-bill-obbb/?fbclid=IwY2xjawLd9pRleHRuA2FlbQIxMABicmlkETFtek5ubTdCdGpRZmNBYUJ4AR6r4UcjFtXxACgx8GL_V4V6NN_YDbEtuBWV8WOpOYFc2Kdw_ZQfHbQsiJCiKA_aem_U8UJN1gOXxOnqnL3r2_ygQ https://fortune.com/2025/07/04/trump-signs-one-big-beautiful-bill-into-law-what-that-means-for-your-money/?fbclid=IwY2xjawLd9pdleHRuA2FlbQIxMABicmlkETFtek5ubTdCdGpRZmNBYUJ4AR6uSuBkMY86eLyoFqqojCAZpOm-p8Q6HdAwudH36aM3IIpB87suXhhczXnPqg_aem_CJzShSC6xo4fgn4zdqtJ1A https://www.bogleheads.org/forum/viewtopic.php?t=457576&fbclid=IwY2xjawLd9ppleHRuA2FlbQIxMABicmlkETFtek5ubTdCdGpRZmNBYUJ4AR407mFk2xmCzWFyWon2IGB7_jeIo0I-XTxpahqmkmXXb4-uLDQm2PC2_RCQQg_aem_rvC6014ec7oA7UKO0VOStA https://www.cnbc.com/guide/what-trumps-one-big-beautiful-bill-means-for-your-money/?fbclid=IwY2xjawLd9p1leHRuA2FlbQIxMABicmlkETFtek5ubTdCdGpRZmNBYUJ4AR6wVUnF2upPPztlAZqRSg7S26TGBropG5kPJk60gng_R347FApSKsiLijoTIg_aem_MINsVbLaK7sDXlgYKBBjaQ#senior-bonus-deduction

Nate discusses some of the investment accounts that you can open and investing for retirement other than someone’s retirement plan at work.

Nate discusses how to use certain marketing conditions to your advantage combined with Donor Advised Funds to donate more money to charity in a tax savvy way.   Source: https://www.google.com/finance/quote/TSLA:NASDAQ?sa=X&ved=2ahUKEwjaquOr5aKMAxVWHNAFHSXNEJwQ3ecFegQIPxAf

Nate discusses a video that has been making its rounds among his clients that is simply a fear mongering advertisement to sell more newsletter subscriptions and should not be taken seriously.   Source: https://www.retirementwatch.com/offer/rw-default?source=RWDD8715T&step=0&CID=434710&AFID=506988&CLICKID=01_177173239_16f527e5-17dc-4e86-a4ca-263b15cb6e5f   https://www.retirementwatch.com/offer/rw-default?source=RWDD8715T&step=1&CID=434710&AFID=506988&CLICKID=01_177173239_16f527e5-17dc-4e86-a4ca-263b15cb6e5f

Nate discusses the new Act and the positives and negatives of it, and how it could impact retirees and the Social Security Trust Fund.   Source: https://www.thinkadvisor.com/2025/01/05/biden-signs-social-security-fairness-act-/?kw=Biden%20Signs%20Social%20Security%20Fairness%20Act&utm_source=email&utm_medium=enl&utm_campaign=newsroomupdate&utm_content=20250105&utm_term=ta&oly_enc_id=4791J5393367D8I&user_id=7dece68a50d12914b4929182d0b4cb5001dd82cb0e00296b32af6f59bb259b0a   https://www.thinkadvisor.com/2025/01/03/debate-is-the-social-security-fairness-act-fair/?kw=Debate%3A%20Is%20the%20Social%20Security%20Fairness%20Act%20Fair%3F&utm_position=1&utm_source=email&utm_medium=enl&utm_campaign=lifehealthweekender&utm_content=20250105&utm_term=tadv&oly_enc_id=4791J5393367D8I&user_id=7dece68a50d12914b4929182d0b4cb5001dd82cb0e00296b32af6f59bb259b0a   https://www.thinkadvisor.com/2024/12/30/social-security-fairness-act-could-cause-new-problems/?kw=Social%20Security%20Fairness%20Act%20Could%20Cause%20New%20Problems&utm_position=1&utm_source=email&utm_medium=enl&utm_campaign=weekendreview&utm_content=20250104&utm_term=tadv&oly_enc_id=4791J5393367D8I&user_id=7dece68a50d12914b4929182d0b4cb5001dd82cb0e00296b32af6f59bb259b0a   https://www.thinkadvisor.com/2024/12/27/social-security-fairness-act-calls-for-2024-back-payments/?kw=Social%20Security%20Fairness%20Act%20Calls%20for%202024%20Back%20Payments&utm_source=email&utm_medium=enl&utm_campaign=earlywire&utm_content=20241230&utm_term=tadv&oly_enc_id=4791J5393367D8I&user_id=7dece68a50d12914b4929182d0b4cb5001dd82cb0e00296b32af6f59bb259b0a

Nate discusses the positives and negatives about the Trump tariffs and how they could affect prices, the market, and retirees’ investments.   Source: https://www.washingtonpost.com/opinions/2024/10/28/jeff-bezos-washington-post-trust/   https://pmc.ncbi.nlm.nih.gov/articles/PMC7255316/#:~:text=The%20wasteful%20effects%20of%20protectionism,marginally%2Dsignificant%20increase%20in%20unemployment.   https://taxfoundation.org/research/all/federal/tariffs/   https://www.investopedia.com/news/what-are-tariffs-and-how-do-they-affect-you/   https://www.dailywire.com/news/trump-promises-tariffs-on-all-products-from-mexico-until-it-curbs-flow-of-migrants-into-u-s   https://www.dailywire.com/news/trudeau-says-he-had-a-good-call-with-trump-after-threat-of-tariffs   https://www.dailywire.com/news/trump-unveils-tariff-ultimatums-against-canada-mexico-and-china   https://www.dailywire.com/news/the-art-of-the-tariff-how-trump-can-help-save-the-middle-class