Wondering how the new 'One Big Beautiful Bill Act' affects you and your retirement plan?

Don't want to read 870 pages of Congressional jargon?

I've got you covered!

In this episode, I'm breaking it all down and sharing the 5 biggest things retirement savers need to know.

I'm also addressing several broader provisions in the bill and clarifying some common misconceptions.

This giant (and confusing!) economic package touches nearly every aspect of your financial life.

So, pour yourself some coffee—or something stronger if you need it—and hit play.

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EPISODE RESOURCES:

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Think you need millions of dollars to retire comfortably? Think again.

Most people believe they're "behind" on retirement savings because they're measuring against arbitrary benchmarks that don't reflect their unique situation.

But what if retiring at 62 is actually more achievable than you've been led to believe?

In this episode, I'm sharing:

► Why you should ignore popular savings benchmarks

► Why delaying Social Security isn't always the right move (and how taking it early might preserve MORE wealth)

► A simple 4-step process to build your personalized early retirement plan

If you're tired of feeling behind and want to discover how early retirement might be within reach right now, this episode is for you.

***

SCHEDULE A COMPLIMENTARY DISCOVERY CALL:

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We help 100+ families across the country navigate retirement, optimize investments, and reduce taxes.

🗓️ Learn more and schedule a Discovery Meeting with us.

***

EPISODE RESOURCES:

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"I planned for 30 years of expenses—but zero years of purpose."

This was a recent client's confession, and she's not alone.

In fact, nearly 40% of retirees say they wish they had waited longer to retire (and it's not about money).

In this episode, I'm revealing why even the most financially prepared retirees fall into identity crises and regret.

I'm also sharing my 5-step "Bridge Strategy" to help you retire with clarity and purpose, not just a seven-figure portfolio.

If you're planning FOR retirement but haven't considered what you're retiring TO, this episode is for you.

***

SCHEDULE A COMPLIMENTARY DISCOVERY CALL:

Need professional retirement & tax planning help?

We help 100+ families across the country navigate retirement, optimize investments, and reduce taxes.

🗓️ Learn more and schedule a Discovery Meeting with us.

***

EPISODE RESOURCES:

📊 Get Your FREE Retirement & Tax Analysis!

✏️ Grab the Episode Show Notes

📫 Join the Stay Wealthy Retirement Newsletter