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A podcast to help you get an insider’s view of the financial world and escape common investment traps. Each week, we look at the financial news of the day and help you make sense of it so you can relax about money.
Episodes
Monday Jun 30, 2025
Monday Jun 30, 2025
For a few months, Congress has been working to pass the flagship legislation of Trump’s second presidency, but what is in the Big Beautiful Bill? Listen along as Paul, Evan, and Dan talk about the most likely provisions around taxes, tax dedication, and social security that are likely to pass and how they affect the financial planning world.
For more information about what we do or how we can help you, schedule a 15-minute call with us here: paulwinkler.com/call.
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