The Financial Huddle | Real Money Conversations for Financial Literacy
Brian Minier, Ed Beemiller & Ryan Fleming | Keystone Financial Group
9 episodes
1 week ago
In this episode of The Financial Huddle, Ryan, Ed, and Brian break down one of the most talked-about new pieces of legislation - The One Big Beautiful Bill. There's been a lot of noise about "tax-free" Social Security, overtime, and tips, but what's actually true? The team cuts through the misinformation and explains exactly: - What the new deductions mean for tips, overtime pay, and seniors. - Why none of these are truly "tax-free" (and how the math really works) - How long these changes l...
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In this episode of The Financial Huddle, Ryan, Ed, and Brian break down one of the most talked-about new pieces of legislation - The One Big Beautiful Bill. There's been a lot of noise about "tax-free" Social Security, overtime, and tips, but what's actually true? The team cuts through the misinformation and explains exactly: - What the new deductions mean for tips, overtime pay, and seniors. - Why none of these are truly "tax-free" (and how the math really works) - How long these changes l...
Episode 4: Can I Retire? Breaking Down the #1 Financial Question
The Financial Huddle | Real Money Conversations for Financial Literacy
24 minutes
2 months ago
Episode 4: Can I Retire? Breaking Down the #1 Financial Question
When clients sit down with us, one question comes up more than any other: “When can I retire?” In this episode of The Financial Huddle, we dive deep into the realities behind that question—why so many Americans don’t know their retirement number, why living longer makes planning more complex, and why early retirement often isn’t a choice. Ryan also shares his personal story of being forced into “retirement” from professional baseball with the Philadelphia Phillies, and how that shaped his per...
The Financial Huddle | Real Money Conversations for Financial Literacy
In this episode of The Financial Huddle, Ryan, Ed, and Brian break down one of the most talked-about new pieces of legislation - The One Big Beautiful Bill. There's been a lot of noise about "tax-free" Social Security, overtime, and tips, but what's actually true? The team cuts through the misinformation and explains exactly: - What the new deductions mean for tips, overtime pay, and seniors. - Why none of these are truly "tax-free" (and how the math really works) - How long these changes l...