1. EachPod

Episode 88: "The Big Retirement Overhaul: How the Big Beautiful Bill Will impact Your Money"

Author
Tom Mosley
Published
Thu 14 Aug 2025
Episode Link
https://www.spreaker.com/episode/episode-88-the-big-retirement-overhaul-how-the-big-beautiful-bill-will-impact-your-money--67206757

A sweeping new retirement bill is changing the game—are you ready? In this episode, we break down how the "Big Beautiful Bill" could reshape your retirement, from tax brackets and healthcare to income planning and legacy strategies.
You’ll discover:
•    What the new legislation means for your taxes and healthcare costs
•    How to build a strong income foundation based on your personal risk tolerance
•    Why understanding the 3 stages of retirement can help you avoid common pitfalls
•    The importance of balancing growth, safety, and liquidity with retirement buckets
•    Smart moves for passing on wealth and protecting your legacy
If you're nearing retirement or already there, this episode is packed with must-know insights to help you protect and optimize your next chapter.

Chapters
00:00 How the Big Beautiful Bill will impact your retirement
02:50 Bonus Deduction for Seniors
05:20 Why you need to know your tax bracket & why
09:30 Healthcare & the new bill 
16:00 Why a solid foundation is important in retirement
18:20 The retirement foundation starts with income
22:25 Understanding risk tolerance
30:30 The different kinds of buckets you need in retirement
35:30 3 Stages of Retirement
42:20 The parts of a plan & Healthcare
48:00 Legacy planning & generational wealth
#RetirementPlanning #NearRetirement #BigBeautifulBill
Ready to plan your retirement? Do you have specific questions for Tom and the team at Mosley Wealth Management? Contact us here   https://mosleywealthmanagement.com/contact/ 
===================================================
If you enjoy this content, please 𝐒𝐔𝐁𝐒𝐂𝐑𝐈𝐁𝐄! https://www.youtube.com/channel/UCPMvD3G1cZA1Kz4CKnwynhA?sub_confirmation=1
===================================================
 ⭐ 𝐂𝐎𝐍𝐍𝐄𝐂𝐓 𝐖𝐈𝐓𝐇 𝐔𝐒 𝐎𝐍 𝐒𝐎𝐂𝐈𝐀𝐋 𝐌𝐄𝐃𝐈𝐀⭐ 
- Facebook: https://www.facebook.com/mosleyeaseintoretirement
- Instagram: https://www.instagram.com/easeintoretirement/
- LinkedIn: https://www.linkedin.com/company/mosley-wealth-management
Learn the key components you need to include in your retirement plan:
Check this video out: https://youtu.be/QkJzvbZ_gDs
#RetirementPlanning #RetirementRisks #FinancialSecurity #RetirementBlueprint #LongevityRisk #MarketRisk #TaxPlanning #LongTermCare #Social Security
#Retirement #RetirementReady #FinanicalAdvisors #RetirementSavings #Retirement
#HowtoPrepareforRetirement #RetirementTips #RetirementStrategy

DISCLOSURE: Investment advisory services offered by duly registered individuals through Mosley Wealth Management, Inc. (“MWM”). MWM and Mosley Insurance and Financial Services are affiliated companies by common ownership. License # 0K76766 Investing involves risk, including the potential loss of principal. Any references to protection, safety, or lifetime income, generally referred to fixed insurance products, never securities or investments. Insurance guarantees are backed by the financial strength claims paying abilities of the issuing carrier. This content is intended for informational & educational purposes only. It is not intended to be used as the sole basis for financial decisions nor should it be construed as advice designed to meet the needs of an individual situation. All hypothetical examples are provided for illustrative purposes only; they do not represent real life scenarios. Mosley Insurance & Financial Services nor its agents or representatives may not give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any investment decisions. Our firm is not affiliated with or endorsed by the US government or any governmental agency. Some of the information provided may be from one or more third parties which we believe to be reliable sources, but accuracy and completeness cannot be guaranteed by Mosley Insurance &...

Share to: