Mind Over Money is co-hosted by veteran financial adviser Brian Murphy and Certified Financial Planner™, Blake Davelaar. In each episode, Brian and Blake share experiences and insights on timely topics from financial planning to investing for retirement and how to avoid getting sucked in by Wall Street and mainstream media. Join them as they share insights, wit and wisdom to help investors make smart decisions.
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Mind Over Money is co-hosted by veteran financial adviser Brian Murphy and Certified Financial Planner™, Blake Davelaar. In each episode, Brian and Blake share experiences and insights on timely topics from financial planning to investing for retirement and how to avoid getting sucked in by Wall Street and mainstream media. Join them as they share insights, wit and wisdom to help investors make smart decisions.
Decoding the “One Big Beautiful Bill”: Tax Opportunities You Can’t Miss
Mind Over Money Podcast
39 minutes
2 months ago
Decoding the “One Big Beautiful Bill”: Tax Opportunities You Can’t Miss
In this episode of the Mind over Money podcast, Brian and Blake dive into the sweeping changes of the new “One Big Beautiful Bill” (or ABBA Act) and what it means for retirees, pre-retirees, and families looking to optimize their financial future. From understanding today’s historically low tax brackets to exploring Roth conversions, charitable giving strategies, and the return of state and local tax (SALT) deductions, they break down complex rules into practical, easy-to-follow insights.
You’ll also hear how timing Social Security, leveraging donor-advised funds, and managing income in retirement can have a lifelong impact on your taxes—and your legacy.
If you’ve ever wondered how to take advantage of the planning window between retirement and required minimum distributions, this episode is a must-listen.
Mind Over Money Podcast
Mind Over Money is co-hosted by veteran financial adviser Brian Murphy and Certified Financial Planner™, Blake Davelaar. In each episode, Brian and Blake share experiences and insights on timely topics from financial planning to investing for retirement and how to avoid getting sucked in by Wall Street and mainstream media. Join them as they share insights, wit and wisdom to help investors make smart decisions.
