Are You Winning or Losing in the Big Beautiful Bill?

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The new tax bill just passed, but will it actually help you? Let’s look at who stands to benefit, who might lose out, and the strategic moves to consider now while the rules are fresh. Scott returns with a detailed breakdown of what the “Big Beautiful Bill” means for retirees, especially those over age 65. Plus, Scott offers a Big Beautiful Bill Readiness Checklist – a quick, powerful tool to help you spot tax-saving opportunities and see how the BBB may impact your retirement.

Here’s what we cover in this episode:
🎉 Age 65+? You're in the tax sweet spot
💡 Use today's brackets to your advantage
🎁 Charitable giving gets extra credit
⏰ 2028 isn’t that far, plan before the window slams shut

0:00 – Intro
1:45 – Who Wins With This Law?
6:09 – Who Might Lose Out?
8:07 – Strategic Moves To Make Right Now
10:50 – What Else Might Trip People Up?
12:19 – Recap
13:38 – Download the Free Checklist

💼 Want expert help in planning for your financial future?

Apply for a consultation here 👉 https://calendly.com/erg-kc/introduct...

📞 Call us: 913-393-4724

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📚🛠️ Check out Scott's book, Exceptional Retirement, and Retirement Toolkit

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This video has been prepared for educational and marketing purposes only. The information in this video is general in nature, does not constitute personalized investment advice, and does not provide a complete analysis of the subjects discussed. All investments involve risk, and different types of investments involve varying degrees of risk. There can be no assurance that any specific investment strategy will be profitable or suitable to you.

Additionally, although information presented in this video is believed to be factual and up-to-date, we do not guarantee its accuracy. You should consult an attorney or tax professional regarding your specific legal or tax situation and should consult a professional adviser before implementing any of the strategies mentioned in this video.

Investment Advisory Services are offered through Elevated Capital Advisors, LLC, an SEC Registered Investment Adviser affiliated with Elevated Retirement Group, LLC. Registration as an investment adviser does not constitute an endorsement of Elevated Capital Advisors, LLC by securities regulators, nor does it indicate that the firm has attained a particular level of skill or ability.

Insurance advice and products may be offered by a third-party insurance producer, which may be affiliated with Elevated Retirement Group, LLC and Elevated Capital Advisors, LLC.

The host and Third Wheel Media, LLC receive compensation for their assistance in preparing and hosting this video.