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Here’s How Social Security, Retirement Planning, and Taxes are Changing in 2025

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Manage episode 461303074 series 1212530
Content provided by Bill Keen, Matt Wilson, and Steve Sanduski. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Bill Keen, Matt Wilson, and Steve Sanduski or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Happy 2025!

At Keen Wealth, we're often of two minds at the beginning of the New Year. On the one hand, Tax Day is just around the corner, so we're helping folks put a bow on last year's financials and making sure they not missing out on any potentially advantageous moves.

But this New Year also means a new president, a new congress, new laws, new facts and figures, and lots of new legislative proposals.

On today's show, we discuss some important changes coming to Social Security and retirement accounts in 2025, as well as the items that could be at the top of President-elect Trump's economic agenda.

  continue reading

241 episodes

Artwork
iconShare
 
Manage episode 461303074 series 1212530
Content provided by Bill Keen, Matt Wilson, and Steve Sanduski. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Bill Keen, Matt Wilson, and Steve Sanduski or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Happy 2025!

At Keen Wealth, we're often of two minds at the beginning of the New Year. On the one hand, Tax Day is just around the corner, so we're helping folks put a bow on last year's financials and making sure they not missing out on any potentially advantageous moves.

But this New Year also means a new president, a new congress, new laws, new facts and figures, and lots of new legislative proposals.

On today's show, we discuss some important changes coming to Social Security and retirement accounts in 2025, as well as the items that could be at the top of President-elect Trump's economic agenda.

  continue reading

241 episodes

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