Any financial plan you made before July might need an update. Today, we’ll shares what you need to know about the sweeping changes to tax policy under the One Big Beautiful Bill Act signed into law in July and why it might be time to take another look at your financial plan and your accounts.
In this episode, Josh and Alicia Lewis unpack key retirement planning topics just for Colorado listeners. Discover practical strategies for managing taxes, optimizing Social Security benefits, handling long-term care concerns, and responding to market volatility. Plus, get straightforward advice for building a well-rounded retirement plan—delivered with plenty of laughs and a relatable, friendly approach.
Start your journey to a confident and fulfilling retirement today!
