Podcasts about social security

Means-oriented social benefit

  • 5,139PODCASTS
  • 22,242EPISODES
  • 36mAVG DURATION
  • 3DAILY NEW EPISODES
  • Jul 13, 2025LATEST
social security

POPULARITY

20172018201920202021202220232024

Categories




    Best podcasts about social security

    Show all podcasts related to social security

    Latest podcast episodes about social security

    Catching Up To FI
    Do This To Simplify Your Next Financial Review ... (Part 1) | Jon Luskin | 156

    Catching Up To FI

    Play Episode Listen Later Jul 13, 2025 41:21 Transcription Available


    Bogleheads favorite Jon Luskin, CFP® drops in for a masterclass on keeping money moves “so dull they sparkle.” He specializes in providing hourly advice to do-it-yourself investors and is a long-time advocate of simple, low-cost investing. In this episode he shares with us: Why every late-starter's to-do list should begin with an emergency fund and Social Security game plan before touching their asset mix How low fees—not “sexy” alts—make numbers grow His soup-to-nuts review (including insurance gaps, estate docs and Investor Policy Statement) How simplicity wins  

    The Rubin Report
    This Democrat Is Willing to Be Honest About How They Lost Their Way | Jim Himes

    The Rubin Report

    Play Episode Listen Later Jul 12, 2025 37:19


    Dave Rubin of “The Rubin Report” talks to Rep. Jim Himes about the evolving identity of the Democratic Party; the importance of government programs like Social Security and the GI Bill in addressing economic inequality; the role of government in uplifting marginalized communities; how identity politics can both help and hinder the party's image; the controversial debate around transgender athletes in women's sports; the balance between cultural issues and economic priorities; if he thinks Zohran Mamdani should be supported by centrist Democrats; what Republicans get wrong about the Big Beautiful Bill and how it will impact people on Medicaid; the effectiveness of government intervention in solving real-world problems; and much more.

    The Retirement and IRA Show
    Social Security, Annuities, Roth and Roth TSP 5-Year Rule: Q&A # 2528

    The Retirement and IRA Show

    Play Episode Listen Later Jul 12, 2025 81:30


    Jim and Chris answer listener questions on Social Security filing and its effect on HSA eligibility, Social Security means testing, the timing of annuity purchases in IRAs, the Roth and Roth TSP 5-year rule.(7:30) Georgette asks whether the six-month Medicare Part A lookback is triggered by her husband's Social Security application date or benefit eligibility […] The post Social Security, Annuities, Roth and Roth TSP 5-Year Rule: Q&A # 2528 appeared first on The Retirement and IRA Show.

    Finishing Well
    Heather Schreiber on Social Security

    Finishing Well

    Play Episode Listen Later Jul 12, 2025 28:04


    Hans and Robby are back again this week with a brand new episode! This week, they discuss Heather Schreiber on social security. Don't forget to get your copy of “The Complete Cardinal Guide to Planning for and Living in Retirement” on Amazon or on CardinalGuide.com for free! You can contact Hans and Cardinal by emailing hans@cardinalguide.com or calling 919-535-8261. Learn more at CardinalGuide.com. Find us on YouTube: Cardinal Advisors.

    Money Talks Radio Show - Atlanta, GA
    July 12, 2025: Retirement Confidence, Pension Risks, and Strategies of the Wealthy—and a Pet Baboon

    Money Talks Radio Show - Atlanta, GA

    Play Episode Listen Later Jul 12, 2025 65:31


     Three weeks ago, we dug into the details of what pet ownership can cost over the lifetime of a pet; however, those totals didn't include what fines you might get if your pet decides to run wild! We look at some cases of animals on the loose in Atlanta, including pet baboons, buffaloes, and pythons. According to the 2025 Retirement Confidence Survey, 67% of American workers feel confident in their ability to have enough money to live comfortably throughout their retirement, but that confidence is shadowed by deep concerns over potential cuts to Social Security and Medicare. We also explore shifting retirement timelines, rising health care costs, and growing demand for emergency savings solutions within retirement plans. K.C. shares the ins and outs of planning retirement with a pension—and the risks that often go overlooked, such as the lack of inflation protection to reduced survivor benefits and long-term funding concerns.  We will also discuss why some employers are shifting toward hybrid models that include a 401(k) component to help fill the gaps. After the break, we unpack the jaw-dropping strategy known as “Buy, Borrow, Die”—a legal tax loophole the ultra-wealthy use to build massive fortunes, fund lavish lifestyles, and pass on wealth to heirs nearly tax-free. It's a masterclass in how America's richest sidestep income and estate taxes, exposing the widening gap between the tax code for the few—and the one for everyone else. Join hosts Nick Antonucci, CVA, CEPA, Director of Research, and Managing Associates K.C. Smith, CFP®, CEPA, and D.J. Barker, CWS®, and Kelly-Lynne Scalice, a seasoned communicator and host, on Henssler Money Talks as they explore key financial strategies to help investors navigate market uncertainty. Henssler Money Talks — July 12, 2025  |  Season 39, Episode 27 Timestamps and Chapters10:12: Atlanta's Animals Running Wild15:43: EBRI 2025 Retirement Confidence Survey36:28: Retirement Planning with a Pension50:56: Buy, Borrow, and DieFollow Henssler:  Facebook: https://www.facebook.com/HensslerFinancial/ YouTube:  https://www.youtube.com/c/HensslerFinancial LinkedIn: https://www.linkedin.com/company/henssler-financial/ Instagram: https://www.instagram.com/hensslerfinancial/ TikTok: https://www.tiktok.com/@hensslerfinancial?lang=en X: https://www.x.com/hensslergroup  “Henssler Money Talks” is brought to you by Henssler Financial. Sign up for the Money Talks Newsletter: https://www.henssler.com/newsletters/ 

    Of Consuming Interest
    Social Security myths and reality

    Of Consuming Interest

    Play Episode Listen Later Jul 12, 2025 25:00


    Host Shirley Rooker speaks with Joe Hemsley, a private wealth advisor, who discusses the myths surrounding Social Security, how you may be missing tax breaks on your savings accounts and the pros and cons of long term health careSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

    Make Me Smart
    The changing rules of who's entitled to services in America

    Make Me Smart

    Play Episode Listen Later Jul 11, 2025 25:50


    The Trump Administration today said it will restrict undocumented immigrants from accessing public programs, including Head Start. Kimberly explains how the move fits into the government's broader effort to change who's entitled to services in the United States. And, the Supreme Court gave Trump the green light to continue mass federal layoffs, for now. We'll get into the emotional rollercoaster many of these workers have been on this year. Plus, we'll play a round of Half Full/Half Empty!Here's everything we talked about today:"What the Media Gets Wrong About Medicaid ‘Cuts'" from DC Journal"Taxpayer-Funded Benefits Are for American Citizens — Not Illegals" from The White House "Trump to cut off Head Start for immigrants in US illegally" from AP News  "State Department fires more than 1,300 employees in downsizing plan" from The Washington Post "Federal workers fearful after Supreme Court backs Trump's mass firings plan" from The Washington Post"How Trump's immigration policies could threaten Social Security" from Marketplace "Tariffs push companies to rethink traditional forecasts" from Marketplace"In new food fad, protein products are no longer just for gym-goers" from Marketplace"Microsoft Pledges $4 Billion Toward A.I. Education" from The New York Times"A 70-hour work week? Some job listings are foregoing work-life balance" from Marketplace”The disturbing parallels between modern accounting and the business of slavery” from MarketplaceWe love hearing from you. Leave us a voicemail at 508-U-B-SMART or email makemesmart@marketplace.org.

    Marketplace All-in-One
    The changing rules of who's entitled to services in America

    Marketplace All-in-One

    Play Episode Listen Later Jul 11, 2025 25:50


    The Trump Administration today said it will restrict undocumented immigrants from accessing public programs, including Head Start. Kimberly explains how the move fits into the government's broader effort to change who's entitled to services in the United States. And, the Supreme Court gave Trump the green light to continue mass federal layoffs, for now. We'll get into the emotional rollercoaster many of these workers have been on this year. Plus, we'll play a round of Half Full/Half Empty!Here's everything we talked about today:"What the Media Gets Wrong About Medicaid ‘Cuts'" from DC Journal"Taxpayer-Funded Benefits Are for American Citizens — Not Illegals" from The White House "Trump to cut off Head Start for immigrants in US illegally" from AP News  "State Department fires more than 1,300 employees in downsizing plan" from The Washington Post "Federal workers fearful after Supreme Court backs Trump's mass firings plan" from The Washington Post"How Trump's immigration policies could threaten Social Security" from Marketplace "Tariffs push companies to rethink traditional forecasts" from Marketplace"In new food fad, protein products are no longer just for gym-goers" from Marketplace"Microsoft Pledges $4 Billion Toward A.I. Education" from The New York Times"A 70-hour work week? Some job listings are foregoing work-life balance" from Marketplace”The disturbing parallels between modern accounting and the business of slavery” from MarketplaceWe love hearing from you. Leave us a voicemail at 508-U-B-SMART or email makemesmart@marketplace.org.

    The Pete the Planner® Show
    You down with OBBB?

    The Pete the Planner® Show

    Play Episode Listen Later Jul 11, 2025 64:40


    Congress just dropped the “One Big Beautiful Bill” (yes, that's really what they're calling it), and it could reshape everything from your paycheck to your student loans. In this fast-moving episode, Pete, Kristen, and Damian unpack what OBBB actually is—and more importantly, how it affects you. Segment 1 sets the stage: from expiring 2017 tax cuts to new SALT caps, we simplify the headlines and help you emotionally prepare for what's coming at tax time. Segment 2 dives into the biggest student loan shake-up in a generation: new repayment plans, forgiveness tweaks, and tighter borrowing limits that could change how families approach college altogether. And in Segment 3, we highlight the under-the-radar changes: boosted child tax credits, deductions for tipped workers, Social Security tax relief, and new Medicaid work rules you need to know. Whether you're a student, a parent, a retiree, or just trying to keep up—this episode is your guide to navigating the chaos with clarity (and a few laughs along the way). Call to Action: What's the one part of your financial life you hope this bill improves—or doesn't mess up? Let us know!

    Lance Roberts' Real Investment Hour
    7-11-25 What the Big Beautiful Bill Means for Your Money & Retirement

    Lance Roberts' Real Investment Hour

    Play Episode Listen Later Jul 11, 2025 46:14


    What is the impact of the recently-passed Big Beautiful Bill on your money and retirement plans? Richard Rosso & Jonathan McCarty plumb the depths of the legislation to find the good--and the bad--effects it will have. Richard review the latest round of tariffs on Canada (markets don't care), and AI is promising to be a game changer in the middle management job market. The Big Beautiful Bill has benefits and drawbacks: there are caps and limitations, as well as enhancements for charitable giving; there is no "no taxes" on Social Security; changes in SS for future generations will likely be phased-in; remembering Gilligan's Island and coconut adaptations; the reality of "no tax on tips;" accelerated depreciation for business and higher SALT deductions; the Trump Savings Account for kids; a preview of our January 2026 Economic Summit. SEG-1: Canadian Tariffs' Market Impact - meh SEG-2: The Big Beautiful Bill's Caps & Limitations SEG-3a: Candid Coffee Teaser SEG-3b: The Big Beautiful Bill - Tax Brackets & Social Security SEG-4a: Gilligan's Island, & Policy Polarization SEG-4b: SALT Deduction & Trump Savings Accounts Director of Financial Planning, Richard Rosso, CFP, w Senior Financial Advisor Jonathan McCarty, CFP Produced by Brent Clanton, Executive Producer ------- Watch today's video on YouTube: https://www.youtube.com/watch?v=juL4OhaFgbo&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=114s ------- Articles mentioned in this report: "Might Lower Rates Be The Cure For Higher Prices?" https://realinvestmentadvice.com/resources/blog/might-lower-rates-be-the-cure-for-higher-prices/ "Investor Greed Returns With A Vengeance" https://realinvestmentadvice.com/resources/blog/investor-greed-returns-with-a-vengeance/ ------- The latest installment of our new feature, Before the Bell, "7-10-25 Nvidia is not Dead," is here: https://www.youtube.com/watch?v=ueeSGu1M0dg&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "Will Lower Rates Cure Higher Prices?" https://www.youtube.com/watch?v=NDzRO8ePU-Y&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=3s ------- Register for our next live webinar, "RIA Retirement Blueprint," July 19, 2025: https://streamyard.com/watch/qaMtj3cydgDQ ------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #BigBeautifulBill #FederalBill2025 #MoneyAndPolicy #LegislationImpact #FinancialPlanning #SocialSecurity #TrumpSavingsAccount #SALTdeduction #InvestingAdvice #Money #Investing

    The Real Investment Show Podcast
    7-11-25 What the Big Beautiful Bill Means for Your Money & Retirement

    The Real Investment Show Podcast

    Play Episode Listen Later Jul 11, 2025 46:15


    What is the impact of the recently-passed Big Beautiful Bill on your money and retirement plans? Richard Rosso & Jonathan McCarty plumb the depths of the legislation to find the good--and the bad--effects it will have. Richard review the latest round of tariffs on Canada (markets don't care), and AI is promising to be a game changer in the middle management job market. The Big Beautiful Bill has benefits and drawbacks: there are caps and limitations, as well as enhancements for charitable giving; there is no "no taxes" on Social Security; changes in SS for future generations will likely be phased-in; remembering Gilligan's Island and coconut adaptations; the reality of "no tax on tips;" accelerated depreciation for business and higher SALT deductions; the Trump Savings Account for kids; a preview of our January 2026 Economic Summit. SEG-1: Canadian Tariffs' Market Impact - meh SEG-2: The Big Beautiful Bill's Caps & Limitations SEG-3a: Candid Coffee Teaser SEG-3b: The Big Beautiful Bill - Tax Brackets & Social Security SEG-4a: Gilligan's Island, & Policy Polarization SEG-4b: SALT Deduction & Trump Savings Accounts   Director of Financial Planning, Richard Rosso, CFP, w Senior Financial Advisor Jonathan McCarty, CFP Produced by Brent Clanton, Executive Producer ------- Watch today's video on YouTube: https://www.youtube.com/watch?v=juL4OhaFgbo&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=114s ------- Articles mentioned in this report: "Might Lower Rates Be The Cure For Higher Prices?" https://realinvestmentadvice.com/resources/blog/might-lower-rates-be-the-cure-for-higher-prices/ "Investor Greed Returns With A Vengeance" https://realinvestmentadvice.com/resources/blog/investor-greed-returns-with-a-vengeance/ ------- The latest installment of our new feature, Before the Bell, "7-10-25 Nvidia is not Dead," is here:  https://www.youtube.com/watch?v=ueeSGu1M0dg&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1  ------- Our previous show is here: "Will Lower Rates Cure Higher Prices?" https://www.youtube.com/watch?v=NDzRO8ePU-Y&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=3s ------- Register for our next live webinar, "RIA Retirement Blueprint," July 19, 2025: https://streamyard.com/watch/qaMtj3cydgDQ ------- Get more info & commentary:  https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #BigBeautifulBill #FederalBill2025 #MoneyAndPolicy #LegislationImpact #FinancialPlanning #SocialSecurity #TrumpSavingsAccount #SALTdeduction #InvestingAdvice #Money #Investing

    Breaking Battlegrounds
    Behind the 2024 Election and the Future of Social Security

    Breaking Battlegrounds

    Play Episode Listen Later Jul 11, 2025 61:31


    This week on Breaking Battlegrounds, Chuck and Sam are joined by Tyler Pager, White House correspondent for The New York Times and co-author of 2024: How Trump Retook the White House and the Democrats Lost America. Pager offers a rare look inside both campaigns, including Trump's disciplined strategy, the behind-the-scenes fallout after Biden's exit, and even how a Diet Mountain Dew factored into the VP decision. Later, financial expert Gary Gigi explains what Social Security's future means for your wallet, and Hollywood insider Chris Fenton discusses rebuilding American manufacturing and the high cost of canceling conversations across party lines. Don't miss this week's episode!www.breakingbattlegrounds.voteTwitter: www.twitter.com/Breaking_BattleFacebook: www.facebook.com/breakingbattlegroundsInstagram: www.instagram.com/breakingbattlegroundsLinkedIn: www.linkedin.com/company/breakingbattlegroundsTruth Social: https://truthsocial.com/@breakingbattlegroundsShow sponsors:Invest Yrefy - investyrefy.comOld Glory DepotSupport American jobs while standing up for your values. OldGloryDepot.com brings you conservative pride on premium, made-in-USA gear. Don't settle—wear your patriotism proudly.Learn more at: OldGloryDepot.comDot VoteWith a .VOTE website, you ensure your political campaign stands out among the competition while simplifying how you reach voters.Learn more at: dotvote.vote4Freedom MobileExperience true freedom with 4Freedom Mobile, the exclusive provider offering nationwide coverage on all three major US networks (Verizon, AT&T, and T-Mobile) with just one SIM card. Our service not only connects you but also shields you from data collection by network operators, social media platforms, government agencies, and more.Use code ‘Battleground' to get your first month for $9 and save $10 a month every month after.Learn more at: 4FreedomMobile.comAbout our guest:Tyler Pager is a White House correspondent at The New York Times. He previously covered the White House at The Washington Post, where he won the 2022 Gerald R. Ford Journalism Prize for Distinguished Reporting on the Presidency. He graduated as the valedictorian from the Medill School of Journalism at Northwestern University, and with distinction from the University of Oxford, where he earned a master's degree in comparative social policy. He lives in Washington, D.C.-Mr. Gary Gygi was hired by the Investment firm Dean Witter (became Morgan Stanley) after college and worked for the firm for about 15 years. During this time he achieved the position of First Vice President, Investment and branch manager of the Midvale, Utah office. Mr. Gygi won numerous sales awards and held the position of Branch Managed Money Coordinator and Branch Insurance Coordinator. Mr. Gygi left Morgan Stanley in 2003 to join the Investment management firm of Smoot Miller Cheney (later became SMC Capital) as a Senior Vice President. Mr. Gygi holds a dual registration so while affiliating with Smoot Miller Cheney; he also was a registered rep with Independent broker/dealer WBB Securities, LLC. In 2008, Mr. Gygi left SMC Capital to found Gygi Capital Management as President and CEO. Gygi Capital serves the Institutional and individual marketplace with investment management solutions. Gygi Capital is a State regulated Registered Investment Advisory firm located in Cedar Hills, Utah. Gygi affiliates with Union Capital Co. which is an independent broker/dealer firm.-Company Founder, Chris Fenton, served as GM of DMG North America & President of DMG Entertainment Motion Picture Group, internationally orchestrating the creative, investment, and business activities of a multi-billion-dollar global media company headquartered in Beijing. During his tenure he served on the board of Valiant Entertainment, directing its eventual acquisition, and he worked closely with both Marvel and Hasbro, executing various projects to monetize their IP globally. As an author, Fenton chronicled much of his time at DMG in FEEDING THE DRAGON: Inside the Trillion Dollar Dilemma Facing Hollywood, the NBA, & American Business (Simon & Schuster).Most recently, and after three years of serving as President and CEO of Media Capital Technologies (MCT), a specialty finance company focused on strategic investments in premium content, Fenton stepped down to focus on formally advising companies, investors, brands, and Congress on how to best navigate sector disruptions and optimize America's complicated relationship with China and other challenging markets...AND HE LOVES IT!!! Follow him on X @TheDragonFeeder. Get full access to Breaking Battlegrounds at breakingbattlegrounds.substack.com/subscribe

    Agent Survival Guide Podcast
    5 Things From the 2025 Budget Reconciliation Bill

    Agent Survival Guide Podcast

    Play Episode Listen Later Jul 11, 2025 17:39


    In this week's Friday Five, Sarah gives her first impressions on what agents need to know about the 2025 Budget Reconciliation Bill. Learn more about what's changed for Medicare, Medicaid, ACA, and more!   Get Connected:

    Retirement Planning Education, with Andy Panko
    #160 - "Hot topics" edition...Andy and Lauren Hunt talk about the Social Security annual trustees report, the ever-increasing stock market, whether to take out loans or pay for things outright and MORE!

    Retirement Planning Education, with Andy Panko

    Play Episode Listen Later Jul 10, 2025 79:45


    Andy and Lauren Hunt from Daybreak Wealth share their thoughts on a handful of current events and "hot topics" relating to retirement planning. Specifically, they talk about: Their thoughts on the takeaways from 2025 annual Social Security Trustees report ( 7:17 )Some of provisions in the pending One Big Beautiful Bill Act that are likely to impact most people's tax returns ( 16:12 )Whether or not to get a loan or pay cash for a new car or house. Or, similarly, to pay down or pay off an existing loan ( 32:27 )Whether buying a 30 year Treasury bond is a replacement for a traditional income annuity in retirement ( 38:19 )When to consider getting a living/revocable trust ( 46:43 )Why the stock market keeps chugging ever-upward, even with so much seemingly uncertain in the world and the economy ( 54:38 )What longevity assumptions we use, and why, when doing financial planning and projections for client ( 1:07:45 )Links in this episode:Lauren's firm - Daybreak WealthLauren's prior appearance on the Retirement Planning Education podcast - Episode #098The 2025 Annual Social Security Trustees Report - hereTo send Andy questions to be addressed on future Q&A episodes, email andy@andypanko.comMy company newsletter - Retirement Planning InsightsFacebook group - Retirement Planning Education (formerly Taxes in Retirement)YouTube channel - Retirement Planning Education (formerly Retirement Planning Demystified)Retirement Planning Education website - www.RetirementPlanningEducation.com

    Money Matters with Wes Moss
    Roth Rules, Pension Puzzles, and Real Retirement Stories: Your Questions Answered

    Money Matters with Wes Moss

    Play Episode Listen Later Jul 10, 2025 40:16


    In this episode of the Retire Sooner podcast, Wes Moss and Christa DiBiase respond to listener questions and explore practical approaches to navigating retirement, investing, and financial planning. • Discover a common Roth IRA misstep that can lead to unexpected taxes in retirement and learn how to approach it with more clarity. • Explore the process of rolling over a Roth 401(k) into a Roth IRA and how the five-year rule of thumb might impact your withdrawal timeline. • Hear real-world scenarios that highlight different outcomes based on how long your Roth accounts have been in place. • Understand how to approach IRA rebalancing, including what to consider when dealing with concentrated stock positions and market changes. • Compare Social Security and police pension benefits while examining updates to the Social Security Fairness Act and what it could mean for spousal coverage. • Consider the use of retirement income projection tools and how applying more conservative assumptions may help you plan with greater confidence. • Reflect on a “retirement love letter” that reveals three powerful themes behind a fulfilling retirement: financial flexibility, lifestyle design, and intentional planning. • Follow the story of a couple who built a $6 million net worth, established six income streams, and prioritized meaningful pursuits and family in retirement. • Explore why consistent movement and a sense of adventure are strongly connected to retirement satisfaction—and how shared community living can sometimes support both. • Examine how changing family dynamics may shift your highest spending years later in life and why it matters for long-term planning. • Get a clearer understanding of buffered index-linked notes, including their structure, potential costs, and how they differ from ETFs and other options. • Learn how to calculate the present value of a pension using basic inputs such as years of service and average salary. • Hear answers to more listener questions, including how stay-at-home spouses may qualify for Social Security and what pensions might mean for younger professionals. Listen now to explore thoughtful planning strategies, real retirement stories, and insights that can help you design a future with more purpose and peace of mind. Learn more about your ad choices. Visit megaphone.fm/adchoices

    The Capitalist Investor with Mark Tepper
    Tariffs, Tomatoes & the Truth About Social Security

    The Capitalist Investor with Mark Tepper

    Play Episode Listen Later Jul 10, 2025 25:19 Transcription Available


    In this episode of The Capitalist Investor, Tony and Derek dig into a hot economic debate: Are tariffs inflationary or deflationary? They break down the political and economic implications of Trump's proposed tariff policies, explore historical lessons, and discuss which industries are most likely to win or lose.Then, the guys shift gears to tackle a listener question about the “Big Beautiful Bill” and whether it actually helps retirees. Spoiler: If you're under 65 or earning over a certain threshold, don't expect much help.You'll also hear some real talk on:Made in America vs. cheap importsWhy the market isn't panicking (yet)Tomato inflation?!Who actually pays for tariffs—and how it could affect your walletWhether you're a business owner, investor, or someone trying to make sense of the headlines, this episode delivers a no-fluff, practical look at what really matters for your financial future.

    Money Mastery UNLEASHED
    The Social Security Tax Trap: Are You Paying More Than You Should?

    Money Mastery UNLEASHED

    Play Episode Listen Later Jul 10, 2025 13:05


    In this episode of the Money Mastery Unleashed podcast, host Adam Olson breaks down a major legislative development that could reshape the financial future of millions of retirees—the proposed elimination of taxes on Social Security benefits through the Senior Citizens Tax Elimination Act (H.R. 1040). With over 40% of recipients currently subject to federal taxes on their benefits, this legislation could bring long-overdue relief to middle-income retirees and significantly impact retirement planning across the country.Adam shares expert insights from years of helping retirees optimize income, and explains why the Social Security tax trap is one of the biggest—and most surprising—financial burdens retirees face. He outlines how provisional income currently triggers benefit taxation, the issue of double taxation, and how stagnant income thresholds from 1983 continue to hurt today's retirees.You'll learn: • Who would benefit most from the proposed tax elimination • How it could change your retirement income strategy • What financial planning moves to make right now • Why resilient, value-based planning is essential during legislative uncertainty • Specific strategies like value-based sequencing, optional preservation, and scenario testingDiscover how to stay proactive, reduce anxiety, and be ready to pivot your strategy—regardless of whether this legislation passes. Whether you're retired or approaching retirement, this episode gives you the tools and mindset needed to plan with confidence and clarity.Want to see how this potential change affects your specific retirement situation? Click the link in the show notes to complete a short questionnaire and receive a free personalized video breakdown of your plan. Be ready so you don't have to get ready.“The Social Security tax trap is one of the biggest financial surprises waiting for retirees—and it affects millions every year.” - Adam OlsonLearn more about Adam Olson by visiting the following links:FacebookPersonal WebsiteBusiness WebsiteRetirement Quiz--Investing involves risk, including loss of principal.   Be sure to understand the benefits and limitations of your available options and consider all factors prior to making any financial decisions.  Any strategies discussed may not be suitable for everyone. Securities and advisory services offered through Mutual of Omaha Investor Services, Inc. Member FINRA/SIPC.  Adam Olson, Representative.  Mutual of Omaha Investor Services is not affiliated with any entity listed herein. This podcast is for educational purposes only and may include references to concepts that have legal and/or tax implications. Mutual of Omaha Investor Services and its representatives do not offer legal or tax advice. The information presented is subject to change without notice and is not intended as an offer or solicitation with respect to the purchase or sale of any security or insurance product.Mutual of Omaha Investor Services and its various affiliates do not endorse or adopt comments posted by third parties.  Comments posted by third parties are their own and may not be representative or indicative of other's opinions, views, and experiences.

    Retire Smarter
    Over 800 Pages of Taxes: Don't Worry, We Read It So You Don't Have To

    Retire Smarter

    Play Episode Listen Later Jul 10, 2025 33:32


    Get your customized planning started by scheduling a no-cost discovery call: http://bit.ly/calltruewealth The One Big Beautiful Bill Act is over 800 pages long and packed with tax changes that impact retirees, individuals, and small business owners. From expanded standard deductions and new senior tax breaks to permanent small business deductions and the end of many green energy credits, this bill reshapes key parts of the tax code — at least for the next few years. In this episode, Tyler Emrick, CFA®, CFP®, breaks down what's actually in the bill and what it means for your planning. You'll learn: How the standard deduction and senior deduction are changing (and why it matters for Social Security taxation) The permanent extension of reduced tax rates from the 2017 tax law New above-the-line deductions for tips, overtime, and car loan interest Changes to SALT deductions and charitable contributions What small business owners need to know about the permanent QBI deduction and phaseouts Whether you're already retired or planning ahead for your business and family, this episode will help you understand the real implications — without having to read 800 pages of tax law yourself. Have questions? Need help making sure your investments and retirement plan are on track? Click to schedule a free 20-minute call with one of True Wealth's CFP® Professionals: http://bit.ly/calltruewealth   Watch the show now on YouTube: https://www.youtube.com/channel/UCjENBHOti-IEJFqeydZm_Fg?sub_confirmation=1

    Cover Your Assets KC Podcast
    The New Tax Law - What's In It For Me?

    Cover Your Assets KC Podcast

    Play Episode Listen Later Jul 10, 2025 16:44


    A new tax bill has officially passed (you've probably heard it mentioned as the “Big Beautiful Bill”). And while most headlines are focused on politics, we're focused on what it means for your retirement. The choices you make in the next year or two could have a significant impact on how much you keep and how much goes to Uncle Sam. Today, David breaks down key parts that are most likely to affect retirees. Here's some of what we discuss in this episode:

    AURN News
    Poll Finds Voters Reject Trump Budget, Support Social Programs

    AURN News

    Play Episode Listen Later Jul 10, 2025 1:47


    An Economist/YouGov poll shows that a majority of Americans now oppose President Donald Trump's proposed budget, with many concerned about cuts to Social Security, Medicare, Medicaid and SNAP. Even Republican voters expressed strong support for maintaining funding for social programs. Subscribe to our newsletter to stay informed with the latest news from a leading Black-owned & controlled media company: https://aurn.com/newsletter Learn more about your ad choices. Visit megaphone.fm/adchoices

    WPRV- Don Sowa's MoneyTalk
    Lifting the Vail on Social Security

    WPRV- Don Sowa's MoneyTalk

    Play Episode Listen Later Jul 10, 2025 42:20


    Social Security is the backbone of the US retirement system, but even though it effects nearly every American at some point, it wasn't designed to be easily understood by the majority. Donna and Nathan break down some of the commonly misunderstood provisions of the Social Security system to help you more confidently plan your retirement income. Also on MoneyTalk, why more and more people are planning to claim their Social Security benefits early, and how this could impact the future stability of the system. Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®; Air Date: 7/8/2025; Original Air Dates: 7/1/2024 & 4/29/2025. Have a question for the hosts? Visit sowafinancial.com/moneytalk to join the conversation!See omnystudio.com/listener for privacy information.

    Brown Ambition
    Baby Bonds, Tax Confusion & Essence Fest Mayhem

    Brown Ambition

    Play Episode Listen Later Jul 9, 2025 87:42 Transcription Available


    In this week’s Brown Table, Mandi is joined by Yanely (@missbehelpful) and Marc from Better Wallet to break down the new “baby bonds” launching in 2025 (if your baby’s already here... sorry, you missed the cutoff

    InvestTalk
    Does the Big, Beautiful Bill Eliminate Taxes on Social Security?

    InvestTalk

    Play Episode Listen Later Jul 9, 2025 45:24 Transcription Available


    President Trump's new bill offers most Social Security recipients temporary tax relief, but does not eliminate Social Security taxes entirely.Today's Stocks & Topics: WMS - Advanced Drainage Systems Inc. (NYS), MTPLF - Metaplanet Inc. (OTC, PPTA - Perpetua Resources Corp. (NAS), a listener question about direct indexing, a question from our YouTube channel viewers: LMNR - Limoneira Co. (NAS); plus Justin's market wrap, and Justin's talking points: Data Centers, Tariffs.Our Sponsors:* Check out Avocado Green Mattress: https://avocadogreenmattress.com* Check out Ka'Chava and use my code INVEST for a great deal: https://www.kachava.com* Check out Progressive: https://www.progressive.comAdvertising Inquiries: https://redcircle.com/brands

    The Retirement and IRA Show
    OBBBA Tax Changes Explained: EDU #2528

    The Retirement and IRA Show

    Play Episode Listen Later Jul 9, 2025 76:20


    Chris's SummaryI am joined by Jake and Paul to discuss OBBBA tax changes and retiree impacts from the Inflation Reduction Act. We cover changes to brackets, deductions, personal exemptions, and estate limits. Paul explains how new SALT caps, Social Security deductions, and ACA credit rollbacks affect planning opportunities for retirees, especially those near income phaseouts […] The post OBBBA Tax Changes Explained: EDU #2528 appeared first on The Retirement and IRA Show.

    What Your CPA Wants You to Know
    103. Important Social Security Updates! Teachers, Police, Firefighters, Public Employees!

    What Your CPA Wants You to Know

    Play Episode Listen Later Jul 9, 2025 12:56 Transcription Available


    Send us a textThe Social Security Fairness Act eliminates the unfair Windfall Elimination Provision that prevented public service workers from receiving their full Social Security benefits despite paying into the system.• Nearly 2 million Americans including teachers, firefighters, and public sector employees can now receive previously reduced or denied benefits• Workers who already receive some benefits will automatically see increases of $300-$700 monthly• Those previously denied benefits entirely could receive around $1,500 monthly• Eligible recipients can file for retroactive benefits back to January 2024 using form SSA-561• Apply online at ssa.gov if you've never received benefits or were previously denied• Spousal or survivor benefits may require in-person or mail application• Consult your tax professional about handling lump sum and retroactive payments• Even if previously denied, public service workers should reapply under the new lawPlease share this episode with anyone who works in public service or has family members who might benefit from these important changes to Social Security benefits.Create a STAN Store - Click here to try it out!Here's where you can find us! Follow along on Instagram for lots of free content for business owners daily!Shop our business guides!Our Instagram PageOur family page

    Wharton Business Radio Highlights
    Automatic Enrollment, Tax Fears, and the 401(k) Surge

    Wharton Business Radio Highlights

    Play Episode Listen Later Jul 9, 2025 9:47


    Olivia Mitchell, Professor and Executive Director of the Pension Research Council at the Wharton School, joins the show to discuss Fidelity's latest data showing record-high retirement saving rates, explore the policy and psychological factors driving increased 401(k) participation, and examine how generational trends, employer incentives, and concerns over Social Security and national debt are shaping the future of retirement preparedness. Hosted on Acast. See acast.com/privacy for more information.

    Federal Newscast
    Benefits update coming for Public sector retirees impacted by WEP and GPO

    Federal Newscast

    Play Episode Listen Later Jul 9, 2025 7:14


    Public sector retirees impacted by the Windfall Elimination Provision and Government Pension Offset should see their benefits fully updated by November. The majority of affected beneficiaries already began receiving their increased monthly benefit amounts in April. But the Social Security Administration says it's still working through some of the more complex cases. The Social Security Fairness Act, signed into law in early January, eliminated both the WEP and GPO. The two longstanding Social Security provisions had been reducing or eliminating benefits for many public sector annuitants.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

    WPRV- Don Sowa's MoneyTalk
    Sorting Out Social Security

    WPRV- Don Sowa's MoneyTalk

    Play Episode Listen Later Jul 9, 2025 42:14


    Social Security is a core component of most Americans' retirement plans, but it may surprise you to hear that it was highly controversial when initially proposed, and to get it passed Congress had to include complex provisions which still exist to this day. Donna and Nathan discuss the intricacies of the Social Security system, and the reasons why it has been so difficult to reform. Also on MoneyTalk, how to determine if the IRMAA will effect your Medicare premium, and Stock Trivia: Two Truths and a Lie. Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®; Air Date: 7/3/2025; Original Air Dates: 4/1/2024 & 7/1/2024. Have a question for the hosts? Visit sowafinancial.com/moneytalk to join the conversation!See omnystudio.com/listener for privacy information.

    Federal Drive with Tom Temin
    New data on TSP withdrawals and social security sustainability for federal retirees

    Federal Drive with Tom Temin

    Play Episode Listen Later Jul 9, 2025 11:28


    The Social Security Trust Fund is now projected to reach its tipping point in 2033. That means there won't be enough money to pay current and future benefits at today's rates. What might that mean for retiring federal employees as they consider when to draw social security and when to withdraw from their TSP accounts? Principal with Retire Federal, Tammy Flanagan, has some ideas.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

    Retirement Planning Education, with Andy Panko
    #159 - SPECIAL EDITION...Provisions of the "One Big Beautiful Bill Act" most likely to impact your tax return

    Retirement Planning Education, with Andy Panko

    Play Episode Listen Later Jul 8, 2025 45:34


    In the SPECIAL EDITION episode, Andy summarizes the key provision of the recently signed into law One Big Beautiful Act that are most likely to impact you and your tax return. The topics summarized are:Permanency of the current federal tax ratesPermanency, and a slight increase, to the current standard deduction amountsA new temporary personal exemption up to $6,000 per person 65 or olderPermanency, and a slight increase, to the lifetime gift and estate size exemptionPermanency of the current Alternative Minimum Tax exclusion amount, but reduction/reversion of its income phase out levelsPermanency of the $750,000 limit on residential mortgage principal against which interest can be deductedPermanency of the elimination of miscellaneous itemized deductionsTemporary increase to $40,000 for State and Local Tax ("SALT") deductionsA new permanent charitable deduction for people who use the standard deductionA new minimum AGI-based floor on charitable donations before donations can be itemized deductionsA temporary exclusion from income tax of up to $25,000 tip incomeA temporary exclusion from income tax of up to $25,000 of overtime incomeA temporary deduction of up to $10,000 of interest loans to buy cars whose final assembly was in the U.S.Recissions of multiple "Green New Deal" tax credits such as electric vehicle credits and residential clean energy creditsCreation of new "Trump" savings accounts for children under 18And the bill having NO changes with regards to how Social Security is taxed (i.e. the bill did NOT make Social Security not taxable)Links in this episode:Final text of the One Big Beautiful Bill Act - hereMy written summary of the key individual income tax provisions of the One Big Beautiful Bill - hereTo send Andy questions to be addressed on future Q&A episodes, email andy@andypanko.comMy company newsletter - Retirement Planning InsightsFacebook group - Retirement Planning Education (formerly Taxes in Retirement)YouTube channel - Retirement Planning Education (formerly Retirement Planning Demystified)Retirement Planning Education website - www.RetirementPlanningEducation.com

    Financially Ever After
    The Social Security Survivor Benefit Secret with Mary Beth Franklin

    Financially Ever After

    Play Episode Listen Later Jul 8, 2025 48:09


    Think you know everything about Social Security? Think again. What if the difference between a spousal benefit and a survivor benefit could mean thousands of dollars more in your pocket, but no one tells you? In this eye-opening episode, Stacey Francis sits down with Mary Beth Franklin, a nationally recognized expert on Social Security, to unravel the complex web of rules and opportunities surrounding Social Security for widows and divorced women. With over 2,700 rules in the system, most people make costly mistakes without even knowing it. Mary Beth breaks it all down in clear, practical terms and shares the strategies that can maximize lifetime benefits. You'll hear us discuss: How Social Security retirement, spousal, and survivor benefits are actually separate “pots of money” What divorced women need to know about eligibility for spousal and survivor benefits - even if their ex has remarried How the length of your marriage (and whether you remarried after age 60) can impact what you're entitled to Why claiming benefits early could lead to permanent reductions, and what full retirement age really means The surprising rule that allows widows to claim one benefit now and switch to a higher one later How earnings limits can affect your benefit if you're still working Why children under 18 (and their caregiving parent) may be eligible for survivor benefits after a parent dies Real-life scenarios that show how proper strategy can increase benefits by tens of thousands of dollars How to claim retroactive benefits and what to do if Social Security gave you the wrong advice Where to find the most reliable information and professional help, including Mary Beth's own resources Resources Mary Beth Franklin on Web | X (Twitter) | Email: MBFretirepro@outlook.com | Phone number: 703-609-4764 | Maximizing Social Security Benefits Other resources - Social Security Advisors - help with claiming backpay | Social Security Administration - government website with information on Social Security Benefits Stacy Francis on LinkedIn | X(Twitter) | Email: stacy@francisfinancial.com FrancisFinancial.com Reach out to receive a complimentary consultation! Contact Francis Financial at +212-374-9008 or visit Francis Financial today!

    Talking Cents
    203. Social Security: Why It Matters Before You Retire

    Talking Cents

    Play Episode Listen Later Jul 8, 2025 16:31


    On this episode of Talking Cents, I'm joined by Chad Roller from our Conway office, and we're digging into something that might sound like a problem for future you: Social Security. I know, it feels far off, but trust me - it's worth paying attention to now. We'll cover how it affects your paycheck, why when you claim it matters, and how to build it into your bigger retirement plan. Plus, we'll talk about what could happen if the system changes. Visit https://www.ssa.gov for more information on your Social Security benefits. And if you're looking for tools to help in your journey to true financial independence, visit https://sparkmywealth.com

    Retire With Ryan
    Risk and Reward of Withdrawing Social Security Benefits to Invest Them, #261

    Retire With Ryan

    Play Episode Listen Later Jul 8, 2025 15:35


    This week, I'm addressing a listener's question: Should you collect Social Security at age 62 and invest the money, or wait until your full retirement age, or even age 70, for a bigger benefit? I break down the math and the risks, weighing the advantages of guaranteed annual increases and cost-of-living adjustments against the potential (and pitfalls) of stock market returns.  I also explain key rules, such as the earnings limit for early filers, tax implications, and who might benefit from collecting early. Whether you're eager to take Social Security as soon as you can or are considering holding out for a larger payment, listen in for the practical insights you need to make a smart decision for your financial future. You will want to hear this episode if you are interested in... [03:27] Earnings limits on collecting your Social Security benefits. [05:29] Where to invest to potentially achieve more than 6% return. [07:37] Consider delaying Social Security benefits, but weigh the risk of investing against guaranteed returns. [12:39] Collect Social Security early to invest if you don't need it for living expenses and want to leave a larger inheritance. [13:42] Wait to collect Social Security until full retirement age or 70, especially if dependent on it for income or if you're the higher-earning spouse, to maximize benefits. Social Security's Built-In Return for Waiting First, it's essential to understand how Social Security rewards patience for those born in 1960 or later; claiming at 62 results in a significant reduction, down to just 70% of your full retirement benefit. Each year you wait between 62 and your full retirement age (67 for most), your benefit grows by about 6% per year. From 67 to 70, that growth jumps to 8% per year. This increase is essentially a “risk-free” return, as it's guaranteed by the government, not subject to market swings.  The Pitfalls of Early Claiming and Investing It's not uncommon to hear the argument that you could claim benefits early, invest the money (usually in the stock market), and potentially earn more over time. But this approach is riskier than you might realize. Market Volatility: Historically, a diversified stock market fund (like a total market index fund) has surpassed 6% annual returns over long periods, but not always. Roughly 10% of five-year periods since 1926 have lost money. That means there's a real chance you'll underperform Social Security's consistent increase, or even lose principal. Taxes: Investment returns, especially dividends, are taxable, which further erodes your effective return. Social Security also may become partially taxable depending on your income, especially if you claim while still working. Earnings Limits: If you're working between 62 and your full retirement age, you face earnings limits. For example, in 2023, you can only earn $23,400 before your benefit is reduced, making early claiming unattractive for those who don't plan to retire immediately. The Power of Cost-of-Living Adjustments (COLAs) Over the last ten years, annual cost-of-living adjustments (COLAs) have averaged 2.6% per year. COLAs are applied to your current benefit, so the longer you wait and the higher your starting base, the more you benefit from these increases. Over the decades, this compounding effect can create a significant gap in monthly income between early and later claimers. That means, to truly keep up with waiting, you'd need not just to match the 6-8% annual increases but also beat COLAs, meaning your investments would need to return nearly 9% per year, consistently, and after taxes. Who Might Consider Claiming Early? While waiting typically yields the best results for most retirees, there are exceptions. Early claiming might make sense if: You have significant wealth and don't need Social Security to live (your goal is to leave a bequest for heirs). You have health issues and a below-average life expectancy. You're single and want to maximize your estate since Social Security benefits don't pass to non-spouses. However, for the majority, especially married people or those relying on Social Security as a main income source, waiting yields more lifetime income and a more robust safety net for both spouses. Timing your Social Security claim isn't about grabbing the first check you can; it's about weighing guaranteed growth against market risk, tax implications, earnings limits, and your own longevity and needs.  Resources Mentioned Retirement Readiness Review Subscribe to the Retire with Ryan YouTube Channel Download my entire book for FREE  State Street's Total Stock Market Index Fund Connect With Morrissey Wealth Management  www.MorrisseyWealthManagement.com/contact   Subscribe to Retire With Ryan

    The Brian Mudd Show
    Q&A – What the BBB Means for Social Security

    The Brian Mudd Show

    Play Episode Listen Later Jul 8, 2025 6:58 Transcription Available


    Just as is the case with “No tax on overtime” and “No tax on tips” as I outlined yesterday, the way the tax relief is being delivered is through tax deductions that will be realized when one either files their taxes, or adjusts their federal withholding so that less tax is withheld from paychecks throughout the year.

    Idaho's Money Show
    The Big Beautiful Bill: What It Really Means for You (7/7/2025)

    Idaho's Money Show

    Play Episode Listen Later Jul 8, 2025 37:55


    Today, Brian dives into the passage of the “Big Beautiful Bill”—a $4.5 trillion piece of legislation that's sparking debate across party lines. While the headlines tout tax cuts and local wins (yes, even Idaho got a little pork), Brian takes a closer look at what this bill really means for taxpayers, investors, and the long-term debt picture. He breaks down permanent tax changes that may benefit small business owners, retirees on Social Security, and working families—but he also challenges listeners to ask: at what cost? From inflation's sneaky role in boosting tax receipts to how our complicated tax code rewards those with the right advisors, this episode blends financial insight with political reality. Plus, Brian gets real about why tax avoidance (not evasion!) is your legal right—and why many households could save thousands with smarter planning. And yes, we touch on third parties, healthcare costs, and why a Krispy Kreme job may pay more than you'd think. Listen, Watch, Subscribe, Ask! https://www.therealmoneypros.com Host: Brian Wiley

    Elon, Inc.
    Can Elon's ‘America Party' Dream Come True?

    Elon, Inc.

    Play Episode Listen Later Jul 8, 2025 32:29 Transcription Available


    On this week’s episode, David Papadopoulos invites Bloomberg political reporter Nancy Cook and Bloomberg Businessweek’s Max Chafkin to the studio to discuss Elon Musk’s latest idea—the creation of the “America Party.” Third parties have famously been losing propositions in American politics, and Cook questions if the distractible multibillionaire even has the patience to handle the paperwork required to register with the Federal Election Commission. And then there’s his constant string of controversies. Chafkin wonders if there’s a reliable base out there hungry to support the party of a man who called Social Security a Ponzi scheme, initiated a feud with President Donald Trump (still popular with much of Musk’s theoretical rank and file) and whose “DOGE” initiative on Trump’s behalf is accused by some of worsening the catastrophic consequences of the recent flooding in Texas. Nevertheless, history shows just how disruptive third parties can be when the margins are slim, as they are now. Cook sees a small slice of the electorate, “tech bros who are like, ‘oh, right, we should cut Social Security, we should shrink the federal government’,” who could possibly be converted by the right wing business mogul. Later in the show, Papadopoulos and Chafkin are joined by Bloomberg stocks reporter Esha Dey to discuss the latest gyrations of the world’s most prominent meme stock, Tesla. The trio discuss the challenges facing the electric car company and dissect a recent eyebrow-raising note from analyst Dan Ives. The prominent Tesla bull presents a simple answer to Tesla’s woes: give Elon more money.See omnystudio.com/listener for privacy information.

    Politics Done Right
    Trump continues tariff lie. Kerrville mayor calls out Texas failure. Social Security misinformation.

    Politics Done Right

    Play Episode Listen Later Jul 8, 2025 63:18


    Social Security notice was nothing but a lie to most recipients. Donald Trump rips off MAGA and the rest of us with tariffs. Kerrville mayor calls out Texas's failing.Subscribe to our Newsletter:https://politicsdoneright.com/newsletterPurchase our Books: As I See It: https://amzn.to/3XpvW5o How To Make AmericaUtopia: https://amzn.to/3VKVFnG It's Worth It: https://amzn.to/3VFByXP Lose Weight And BeFit Now: https://amzn.to/3xiQK3K Tribulations of anAfro-Latino Caribbean man: https://amzn.to/4c09rbE

    Success in the New Retirement
    Creating Your Retirement Paycheck

    Success in the New Retirement

    Play Episode Listen Later Jul 8, 2025 16:51


    This week on Success in the New Retirement, Damon Roberts & Matt Deaton discuss various strategies for turning retirement portfolios into reliable income streams. They emphasize the importance of creating a financial plan that accounts for income needs, market fluctuations, and emotional decision-making. The conversation also touches on the role of bonds in investment strategies and the necessity of understanding tax implications for effective retirement planning. For more information or to schedule a consultation, call 480-680-6868 or visit www.successinthenewretirement.com! Follow us on social media: Facebook | LinkedInSee omnystudio.com/listener for privacy information.

    Triad Podcast Network
    FINANCIAL PODCAST - The Future Of Social Security

    Triad Podcast Network

    Play Episode Listen Later Jul 8, 2025 36:32


    In this episode with certified financial planner Jennifer Johnson from Three Magnolias Financial Advisors, we discuss the looming insolvency issue with Social Security. With summer in full swing and the 4th of July just behind us, they tackle a topic that many find daunting yet crucial for financial planning.Jennifer breaks down the fundamentals of Social Security, explaining how it functions, who qualifies, and the implications of recent projections indicating potential depletion of the trust fund by 2033. They discuss the importance of understanding your benefits, the role of payroll taxes, and the demographic shifts affecting the system.Whether you're nearing retirement or just starting your career, tune in for insights that will help you navigate the evolving landscape of Social Security. Don't miss this opportunity to gain clarity on a topic that affects millions of Americans.For personalized advice, contact Jennifer and her team at:336-701-1600jennifer@3-magnolias.comhttps://threemagnoliafinancialadvisors.comThe Triad Podcast Network is proudly sponsored by The Ginther Group Real Estate, Dewey's Bakery, and Three Magnolias Financial Advisors.

    The Financial Exchange Show
    Which workers will AI hurt the most?

    The Financial Exchange Show

    Play Episode Listen Later Jul 8, 2025 38:33


    Chuck Zodda and Marc Fandetti discuss markets not taking Trump's tariff threats seriously anymore. 'Big beautiful bill' may help some seniors on Social Security. But it doesn't eliminate taxes on benefits. Bad policy keeps getting in the way of economic progress. Which workers will AI hurt the most? Amazon turns prime day into prime week.

    Beyond the Money
    Interview with Mary Beth Franklin

    Beyond the Money

    Play Episode Listen Later Jul 8, 2025 36:54


    In this episode of Beyond The Money, Jackie Campbell interviews Mary Beth Franklin, a seasoned expert in Social Security and retirement planning. They discuss the critical importance of understanding Social Security benefits, the impact of claiming age on lifetime income, and the political challenges facing the program. Mary Beth emphasizes the need for strategic planning, especially for married couples, and highlights recent legislative changes that could benefit many individuals. The conversation also touches on the importance of tax planning in retirement and the role of financial advisors in navigating these complex decisions. For more information or to schedule a consultation call 352-251-1015 or visit www.mycampbellandco.com! Follow us on social media: Facebook | YouTube | X | InstagramSee omnystudio.com/listener for privacy information.

    Spotlight on Migraine
    Migraine and Disability: Navigating Private and Social Security Long-Term Benefit Options

    Spotlight on Migraine

    Play Episode Listen Later Jul 8, 2025 26:12


    In this episode of Spotlight on Migraine, we talk with nationally recognized disability attorney, Edward Dabdoub, about the legal options available to individuals seeking long-term disability benefits in the U.S for chronic migraine, vestibular migraine and other headache disorders. He breaks down the differences between disability benefits, including long-term disability (LTD), and Social Security Disability Insurance (SSDI). Dabdoub also shares expert tips on filing a migraine-related disability claim, handling denials, gathering supportive medical evidence, and navigating the process.  For more ways to view, visit: https://www.migrainedisorders.org/podcast/s7ep3-migraine-disability-benefits/ Consider donating to support the podcast: https://give.migrainedisorders.org/ *The contents of this podcast are intended for general informational purposes only and does not constitute professional medical advice, diagnosis, or treatment. Always seek the advice of a physician or other qualified health provider with any questions you may have regarding a medical condition. AMD and the speaker do not recommend or endorse any specific course of treatment, products, procedures, opinions, or other information that may be mentioned. Reliance on any information provided by this content is solely at your own risk.

    Chicago's Afternoon News with Steve Bertrand
    Terry Savage talks Social Security changes

    Chicago's Afternoon News with Steve Bertrand

    Play Episode Listen Later Jul 8, 2025


    Nationally syndicated financial columnist and author Terry Savage joins Lisa Dent to discuss how Social Security is being affected by the ‘Big Beautiful Bill.’ And, as always, Savage answers questions from listeners.

    Rod Arquette Show
    The Rod and Greg Show: Act Now to Save Social Security; Democrat Theatrics; America more Respected under Trump

    Rod Arquette Show

    Play Episode Listen Later Jul 8, 2025 32:05 Transcription Available


    4:20 pm: Billy Hesterman, President of the Utah Taxpayers Association, joins the program to discuss his op-ed in the Deseret News in which he says time is running out to save Social Security.4:38 pm: Hugo Gurdon, Editor-in-Chief at the Washington Examiner, joins the show to discuss his piece about how America is less liked, but more respected, with Donald Trump in the White House.6:05 pm: Lauren Green, Congressional Reporter for the Washington Examiner, joins Rod and Greg to discuss her piece on how Democrats in Washington, D.C. have turned to theatrics to get noticed since they've been voted out of power.6:38 pm: Thaddeus G. McCotter, a contributor to American Greatness, joins the show to discuss his piece about how tell-all books have become detrimental to good American government.

    The Vanished Podcast
    Replay: Ruth Egnoski

    The Vanished Podcast

    Play Episode Listen Later Jul 7, 2025 59:23


    Sometime between the summer of 1964 and 1966, a young woman named Ruth Egnoski vanished from Delavan, Wisconsin. The exact year is unclear, but she would have been between 18 and 20 years old at the time. Her family says they reported her missing to local police, but no search was ever conducted. A private investigator later claimed Ruth had boarded a bus to Chicago.Then, strange clues began to surface. In the 1970s, Ruth's Social Security card mysteriously appeared in the office of a local school custodian. In the 1980s, luggage was found hidden in the ceiling of the same custodian's office, and that custodian just so happened to be Ruth's stepfather.Could these discoveries point to a chilling connection? The case heated up briefly but eventually cooled off again. Today, Ruth Egnoski's disappearance remains unsolved.If you have any information regarding the disappearance of Ruth Egnoski, please call the Delavan Police Department at 262-728-6311.If you have a missing loved one that you would like to have featured on the show, please fill out our case submission form.Follow The Vanished on social media at:FacebookInstagramTwitterPatreonSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

    The Stacking Benjamins Show
    Want More Money? Cut The Clutter (with Tracy McCubbin) SB1705

    The Stacking Benjamins Show

    Play Episode Listen Later Jul 7, 2025 68:33


    Is your home packed with emotional baggage... and maybe a few fondue sets you haven't touched since 2003? Organizational expert Tracy McCubbin joins us to talk about the emotional side of clutter—why it builds up, how it weighs us down, and what to do when your sentimental stuff is quietly running the show. Meanwhile, Joe and OG dig into another kind of mess: the billions retirees lose by claiming Social Security too early. Timing isn't just everything—it's the difference between thriving in retirement and wondering where all the money went. In this episode, we cover: Why sentimental clutter is more than just "stuff"—and how to finally let it go. How donating intentionally can breathe new life into your old things (and clear some mental space). The tough conversations adult kids need to have with parents about downsizing and letting go. Strategies to help you avoid making costly Social Security decisions. A surprisingly thoughtful take on the Taco Bell Hotel (yes, it's real... and yes, it sold out in minutes). Plus: a listener question, some truly questionable fashion choices, and one more reason not to hoard your retirement benefits—or your holiday dishes. Learn more about your ad choices. Visit podcastchoices.com/adchoices

    City Journal's 10 Blocks
    Elon's America: Can the Billionaire Reboot the Right?

    City Journal's 10 Blocks

    Play Episode Listen Later Jul 7, 2025 41:34


    Tech billionaire Elon Musk is testing a new frontier in politics. In this episode, Charles Fain Lehman, Jesse Arm, Rafael Mangual, and Daniel Di Martino explore Musk's proposed America Party—what it means for the right, why it's gaining traction across conservative media, and whether it's more than X posturing. They also tackle the One Big Beautiful Bill—a trillion-dollar effort to rein in spending without touching Social Security or Medicare. Is it serious reform, or just another political stunt? Plus: July Fourth, national identity, and the conservative fight to reclaim America's founding story.

    Brian Wallenberg Show
    Passage of the 'Big Beautiful Bill.'

    Brian Wallenberg Show

    Play Episode Listen Later Jul 7, 2025 67:11


    Republicans in Congress has passed President Trump's "Big Beautiful Bill." just in time for the 4th of July.  This bill includes all of President Trump's promises that he made on the campaign trail, including cutting waste, fraud, & abuse from Social Security & Medicaid, extending tax cuts for the middle class, establishing energy independence border security and much, much, more.  Democrats strongly oppose this bill so much that they are lying so much to the American people, and I expose it in this program.  -Thank you for listening!- 

    The Sean Spicer Show
    Epstein Files: Case Closed? Unpacking the Big, Beautiful Bill | Ep 491

    The Sean Spicer Show

    Play Episode Listen Later Jul 7, 2025 51:20


    It was a spectacular weekend for President Trump and his agenda. The big, beautiful bill has passed and been signed into law. As B-2 bombers flew over the White House, President Trump made it official on the 4th of July. It was Jd Vance that put the tying vote over in the Senate to pass the bill 51-50. Senator Eric Schmitt is here with us to discuss the big, beautiful bill and what it means for Americans. American families can expect to see an extra $10,000 in take-home pay each year, no tax on tips, no tax on overtime and no tax on Social Security. Senator Schmitt walks us through the OBBB, including finishing the border wall, permanent tax cuts and changes in Medicaid. The bill will help to reduce the deficit as the reconciliation package takes effect, the growth of the U.S. economy, new trade deals and revenue coming in from tariffs. Long time New Yorkers and Republican candidate Curtis Sliwa is ready to take the fight to Democratic frontrunner Zohran Mamdani in NYC. As the only Republican on the ballot, Sliwa is leading the cause for no-kill shelters in New York, reducing the cost of living, actually stopping and fighting crime and saving the city from Socialism. Featuring: Senator Eric Schmitt U.S. Senator | Missouri https://www.schmitt.senate.gov/ Curtis Sliwa Republican Candidate | NYC Mayor https://www.sliwafornyc.com/ Check out Curtis campaign here: https://www.sliwafornyc.com/ Today's show is brought to you by these great sponsors Firecracker Farms Everything is better with HOT SALT. Firecracker Farms hot salt is hand crafted on their family farm with Carolina Reaper, Ghost and Trinidad Scorpion peppers. This is a balanced, deep flavor pairs perfect with your favorite foods. Whether it's eggs, steaks veggies or even your favorite beverage, Firecracker Farms hot salt is what you've been missing. Just head to https://firecracker.farm/ use code word: SEAN for a discount. Unlock the flavor in your food now! Beam For a limited time got 40% of Beam's Dream Powder. Dream Powder with Reishi, Magnesium, L-Theanine, Apigenin and Melatonin to help you fall asleep, stay asleep, and wake up refreshed. Just head to https://shopbeam.com/SPICER for 40% off. ------------------------------------------------------------- 1️⃣ Subscribe and ring the bell for new videos: https://youtube.com/seanmspicer?sub_confirmation=1 2️⃣ Become a part of The Sean Spicer Show community: https://www.seanspicer.com/ 3️⃣ Listen to the full audio show on all platforms: Apple Podcasts: https://podcasts.apple.com/us/podcast/the-sean-spicer-show/id1701280578 Spotify: https://open.spotify.com/show/32od2cKHBAjhMBd9XntcUd iHeart: https://www.iheart.com/podcast/269-the-sean-spicer-show-120471641/ 4️⃣ Stay in touch with Sean on social media: Facebook: https://facebook.com/seanmspicer Twitter: https://twitter.com/seanspicer Instagram: https://instagram.com/seanmspicer/ 5️⃣ Follow The Sean Spicer Show on social media: Facebook: https://facebook.com/seanspicershow Twitter: https://twitter.com/seanspicershow Instagram: https://instagram.com/seanspicershow Learn more about your ad choices. Visit megaphone.fm/adchoices