Welcome to Wealthy Behavior: Talking Money and Wealth with Heritage Financial. We’re Boston Massachusetts-based wealth managers who have been helping busy, successful people pursue their financial goals for more than 25 years. Hosted by Sammy Azzouz, President and CEO of Heritage Financial, Wealthy Behavior digs into the topics, strategies, and behaviors that are key to building and protecting personal wealth and living a rich life.
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Welcome to Wealthy Behavior: Talking Money and Wealth with Heritage Financial. We’re Boston Massachusetts-based wealth managers who have been helping busy, successful people pursue their financial goals for more than 25 years. Hosted by Sammy Azzouz, President and CEO of Heritage Financial, Wealthy Behavior digs into the topics, strategies, and behaviors that are key to building and protecting personal wealth and living a rich life.
OBBBA: Key Impacts on Individuals & Business Owners
Wealthy Behavior
42 minutes 20 seconds
3 months ago
OBBBA: Key Impacts on Individuals & Business Owners
In this episode, Ed Jastrem, Heritage Financial's Chief Planning Officer, joins Sammy Azzouz to break down the One Big Beautiful Bill Act (OBBBA) and what it means for your financial future. They discuss what’s changing, what’s staying the same, and how individuals and business owners can make the most of planning opportunities.Topics include:* Key changes taking effect in 2025 vs. 2026* Misconceptions around Social Security and taxation* Expiring and new tax credits* Why 529 plans just got more attractive* Charitable giving opportunities* Business owner provisions, including depreciation and capital expenses* What actions to take before the end of 2025 to avoid surprises at tax time* How scenario planning helps clients stay aheadWhether you're planning for retirement, running a business, or just want to avoid surprises at tax time, this episode is packed with insights.* Send your questions to wealthybehavior@heritagefinancial.net,* Visit us at www.heritagefinancial.net (https://heritagefinancial.net/).* And, don’t miss our free ebook and video course, How To Build Your Next Million—packed with expert insights on saving, investing, and protecting your wealth.
Wealthy Behavior
Welcome to Wealthy Behavior: Talking Money and Wealth with Heritage Financial. We’re Boston Massachusetts-based wealth managers who have been helping busy, successful people pursue their financial goals for more than 25 years. Hosted by Sammy Azzouz, President and CEO of Heritage Financial, Wealthy Behavior digs into the topics, strategies, and behaviors that are key to building and protecting personal wealth and living a rich life.
