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...
Welcome back to The Financial Huddle! In this episode, Ryan, Ed, and Brian kick things off with the rise of pickleball, from neighborhood courts to Bainbridge Island’s Hall of Fame. But beyond the sport, pickleball serves as the perfect analogy for today’s topic: fiduciary duty. We break down: What it really means to be a fiduciary and why it matters to you.The difference between “suitable” advice and acting in your best interest.The history of fiduciary standards, from Roman law to the Inves...
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...
