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Retirement Planning - Money Not Math
Drew Erickson
193 episodes
5 days ago
I love to help people have more confidence in their financial future. My mission is to provide the highest quality advice and service possible to my clients. Therefore, I limit myself to 100 active clients or less at all times that I have a fiduciary responsibility to. If you are interested in scheduling a 15-minute call to ask questions and determine if it might make sense for us to work together, please use this link to do so at your convenience, https://form.jotform.com/240425716309151 My core Values are Family, Faith, Finances, Fitness, Friends and Fun.
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All content for Retirement Planning - Money Not Math is the property of Drew Erickson and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
I love to help people have more confidence in their financial future. My mission is to provide the highest quality advice and service possible to my clients. Therefore, I limit myself to 100 active clients or less at all times that I have a fiduciary responsibility to. If you are interested in scheduling a 15-minute call to ask questions and determine if it might make sense for us to work together, please use this link to do so at your convenience, https://form.jotform.com/240425716309151 My core Values are Family, Faith, Finances, Fitness, Friends and Fun.
Show more...
Investing
Business
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How the Big Beautiful Bill Could Save You Thousands 🎧 Money Not Math #161 – Retire Smarter in 2025
Retirement Planning - Money Not Math
5 minutes 38 seconds
4 months ago
How the Big Beautiful Bill Could Save You Thousands 🎧 Money Not Math #161 – Retire Smarter in 2025

If you're 65 or older—or planning for retirement—this episode breaks down how new legislation could reduce your taxable income and potentially eliminate taxes on your Social Security benefits.


📌 Topics include:


2025 standard deduction increases

Social Security tax relief

Income limits and sunset clauses

Strategic planning tips for retirees

📞 This podcast is for informational purposes only and does not constitute personalized financial, legal, or tax advice.


📩 Contact: drew@5stonefinancial.com


#Retirement #TaxPlanning #MoneyNotMath #FinancialLiteracy

Retirement Planning - Money Not Math
I love to help people have more confidence in their financial future. My mission is to provide the highest quality advice and service possible to my clients. Therefore, I limit myself to 100 active clients or less at all times that I have a fiduciary responsibility to. If you are interested in scheduling a 15-minute call to ask questions and determine if it might make sense for us to work together, please use this link to do so at your convenience, https://form.jotform.com/240425716309151 My core Values are Family, Faith, Finances, Fitness, Friends and Fun.