Jeffrey Foley, Nikki Foley, Eloisa Robison, Matthew Bryant and Jeffery Quick
299 episodes
6 days ago
Retirement planning isn't just about the dollars. Its the drawer of mystery papers, the house full of memories, the logistics no one puts on a balance sheet. In this episode, we dive into that part of the story – the "life logistics." Amy Kahl from Spero Transitions joins in sharing practical ways to turn the messy middle of life into calm, clarity, and progress.
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Retirement planning isn't just about the dollars. Its the drawer of mystery papers, the house full of memories, the logistics no one puts on a balance sheet. In this episode, we dive into that part of the story – the "life logistics." Amy Kahl from Spero Transitions joins in sharing practical ways to turn the messy middle of life into calm, clarity, and progress.
This episode provides a comprehensive overview of the recently enacted One Big Beautiful Bill Act, signed into law on July 4, 2025. We'll delve into its sweeping changes to the U.S. tax code, including the permanent extension of 2017 tax cuts and new deductions for tips, overtime, and senior citizens. Discover how this landmark legislation could impact your personal finances, investments, and overall financial planning for years to come.
Paladin Financial Talk
Retirement planning isn't just about the dollars. Its the drawer of mystery papers, the house full of memories, the logistics no one puts on a balance sheet. In this episode, we dive into that part of the story – the "life logistics." Amy Kahl from Spero Transitions joins in sharing practical ways to turn the messy middle of life into calm, clarity, and progress.
