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In this episode of The Retireable Podcast, Mike Wallace and John Sauger kick things off with a heartfelt (and humorous) look at John’s whirlwind year—complete with his daughter’s greenhouse wedding, father-of-the-bride moments, and a reminder of how fast kids go from Pistons games to planning their own big day.
Then the conversation shifts to one of the most important topics of the year: the newly passed One Big Beautiful Bill Act (also jokingly nicknamed “OBBA”). Mike and John break down what retirees and pre-retirees need to know, from the extension of the 2017 tax cuts to updates on deductions, charitable giving rules, and new opportunities like the $1,000 newborn account. They stress what’s clear, what still needs clarification, and why thoughtful, personalized tax planning matters now more than ever.
In the “Holistic Happening” segment, Mike shares a story that highlights the importance of early planning, lifestyle clarity, and bridging the gap between wanting to retire and knowing when you realistically can.
Educational, grounded, and full of the relatable banter listeners love—this episode helps you understand how today’s tax landscape impacts tomorrow’s retirement decisions.
By Financial Services of AmericaIn this episode of The Retireable Podcast, Mike Wallace and John Sauger kick things off with a heartfelt (and humorous) look at John’s whirlwind year—complete with his daughter’s greenhouse wedding, father-of-the-bride moments, and a reminder of how fast kids go from Pistons games to planning their own big day.
Then the conversation shifts to one of the most important topics of the year: the newly passed One Big Beautiful Bill Act (also jokingly nicknamed “OBBA”). Mike and John break down what retirees and pre-retirees need to know, from the extension of the 2017 tax cuts to updates on deductions, charitable giving rules, and new opportunities like the $1,000 newborn account. They stress what’s clear, what still needs clarification, and why thoughtful, personalized tax planning matters now more than ever.
In the “Holistic Happening” segment, Mike shares a story that highlights the importance of early planning, lifestyle clarity, and bridging the gap between wanting to retire and knowing when you realistically can.
Educational, grounded, and full of the relatable banter listeners love—this episode helps you understand how today’s tax landscape impacts tomorrow’s retirement decisions.