Listen

Description

๐Ÿ’ผ Want expert help in planning for your financial future?

Apply for a consultation here ๐Ÿ‘‰ https://calendly.com/erg-kc/introductory-phone-call-with-ergย 

The new tax bill just passed, but will it actually help you? Letโ€™s look at who stands to benefit, who might lose out, and the strategic moves to consider now while the rules are fresh. Scott returns with a detailed breakdown of what the โ€œBig Beautiful Billโ€ means for retirees, especially those over age 65. Plus, Scott offers a Big Beautiful Bill Readiness Checklist โ€“ a quick, powerful tool to help you spot tax-saving opportunities and see how the BBB may impact your retirement.

Hereโ€™s what we cover in this episode:

๐ŸŽ‰ Age 65+? You're in the tax sweet spot

๐Ÿ’ก Use today's brackets to your advantage

๐ŸŽ Charitable giving gets extra credit

โฐ 2028 isnโ€™t that far, plan before the window slams shut

ย 

Download the Big Beautiful Bill Readiness Checklist: https://listentoscott.com/wp-content/uploads/2025/07/Big_Beautiful_Bill_Readiness_Checklist.pdfย 

๐Ÿ“ž Call us: 913-393-4724

ย 

๐ŸŒ Visit our podcast website:ย  https://listentoscott.com/

ย 

๐Ÿ“š๐Ÿ› ๏ธ Check out Scott's book, Exceptional Retirement, and Retirement Toolkit

Download here ๐Ÿ‘‰ https://keap.page/bu413/exceptional-retirement-youtube.html

ย 

๐ŸŽฅ Subscribe to our YouTube channel for more retirement insights!

๐Ÿ”” http://youtube.com/@erg-kc?sub_confirmation=1ย 

ย 

๐Ÿ“ฐ Read our latest articles on Kiplinger:

https://www.kiplinger.com/author/scott-m-dougan-rfc-investment-adviserย 

ย 

๐Ÿ“Œ Follow us for expert retirement planning tips!

https://www.facebook.com/elevatedretirementgroupkc/ย 

ย 

#retirement #retirementplanning