Any financial strategy you made before July might need an update. Today, Ken shares what you need to know about the sweeping changes to tax policy under the One Big Beautiful Bill Act signed into law on July 4 and why it might be time to take another look at your financial strategy and your accounts.
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In this episode of Retirement Max Radio, financial advisor Ken Reeves and co-host Mark Elliott cover core issues affecting retirees and pre-retirees. From understanding the impact of taxes on retirement income to exploring Social Security strategies, long term care planning, investment risk management, and legacy considerations, each episode provides practical guidance for creating a thorough retirement plan. Tune in for conversations and tips to help you stay on top of your financial life as you approach or live in retirement.
