In this episode of That Financial Guy Show, I breakdown the massive new legislation known as The One Big Beautiful Bill—without the politics, just the financial facts.

What’s permanent? What’s temporary? And most importantly… how does this affect your bottom line?

We cover:

• Permanent tax cuts (and what that really means)
• Bigger standard deductions—especially for seniors
• The new "Senior Bonus Deduction"
• SALT cap changes and estate tax updates
• Tax-free tips and overtime (yes, seriously)
• What’s happening with Social Security taxes
• Trump Accounts for kids—what they are and how they work
• Which provisions are helpful… and which come with strings attached

Some of these changes are great. Others? Not so much. And a lot of them expire in just a few years.

If you’re planning for retirement, paying off debt, saving for your kids, or just trying to keep more of what you earn—this episode is for you.

📌 No politics. Just practical insights.

Helping you to be wise with your money!
To see more videos discussing personal finance Subscribe:
https://www.youtube.com/channel/UCbDA...

For more resources: 👉 https://wfa-nc.com/insights

📝 Get your Free Retirement Plan checkup
https://wfa-nc.com/retirement-plan-ch...

To schedule a complimentary consultation with me: 👉...

🕖 It’s Sunday night. Time for... The Bottom Line.

Tonight’s story starts in a garage.

Two friends. One big idea.
And the company that would put a computer in every home.

But just as fast as it all rose…
He was out.
Fired from the very company he built.

Most people would’ve disappeared.
He got better.

Started over. Bought a little animation studio you might have heard of — Pixar.
And then… found his way back

What came next?
Well… you’re probably holding it in your hand.

🎧 Press play and hear the true story of the ultimate comeback.

“The Garage” — a new episode of The Bottom Line

👇 Audio below.

Helping you to be wise with your money!
To see more videos discussing personal finance Subscribe:
https://www.youtube.com/channel/UCbDA...

For more resources: 👉 https://wfa-nc.com/insights

📝 Get your Free Retirement Plan checkup
https://wfa-nc.com/retirement-plan-ch...

To schedule a complimentary consultation with me: 👉...

Retirement isn’t just a financial decision — it’s a relationship one. In this episode of That Financial Guy, I walk you through the three (okay, four) critical conversations every couple should have before they leave the workforce.

We’ll cover:

• How to align on your retirement lifestyle and monthly spending
• What to do when one spouse wants to retire early and the other doesn’t
• How to plan for “what ifs” like illness or losing a spouse
• And why dreaming together might be the most powerful financial move of all

Whether you're five years out or already halfway packed for Margaritaville, this episode will help you retire together — not just at the same time.

🎧 Listen in and then ask your spouse the questions that really matter.

Helping you to be wise with your money!
To see more videos discussing personal finance Subscribe:
https://www.youtube.com/channel/UCbDA...

For more resources: 👉 https://wfa-nc.com/insights

📝 Get your Free Retirement Plan checkup
https://wfa-nc.com/retirement-plan-ch...

To schedule a complimentary consultation with me: 👉...