October 6, 2025 Weekly Update
We do love it when someone refers a family member or friend to us. Sometimes the question is, “How can we introduce them to you?” Well, there are multiple ways but a very easy way is to simply forward them a link to this webpage.
Here are this week’s items:
One Big Beautiful Bill – Part 2
Radon and Murs discuss the latest provisions of the One Big Beautiful Bill and how these updates directly affect retirees and pre-retirees. Joined by tax expert Taylor Wolverton, CFP® and EA, they dive into key areas of the 2025 tax changes that could significantly impact your retirement planning strategies….
The “One Big Beautiful Bill”: What You Might Have Missed About the Latest Tax Law Changes
In this week’s episode of the Secure Your Retirement Podcast, hosts Murs Tariq and Radon Stancil welcome back Taylor Wolverton, CFP® and Enrolled Agent, to unpack the smaller — yet highly impactful — provisions in the One Big Beautiful Bill. While previous episodes covered the major highlights, this conversation dives deeper into the tax opportunities that may not be making headlines but could make a meaningful difference in your financial life. …Why Estate Planning Isn’t Just for the Ultra Wealthy
Many people assume estate planning is only necessary for ultra-high-net-worth families or celebrities. But the truth is, everybody has an estate, and failing to plan means leaving your assets, your heirs, and your wishes up to chance.
That’s why we want to highlight a resource everyone should see: “The Greatest Gift: Outline Your Wishes with an Estate Plan.” This guide helps you define and document your intentions now, rather than leaving your loved ones to guess later…