Your Money in 20

Ep. 34: New Year, New Rules - Rule Changes You Need to Know This Year

Woodward Financial Advisors

In this episode, Alex Richani, CFP® and Vic Colella, CFP® discuss some of the important changes impacting Social Security, Medicare, and Retirement Savings in 2025. You'll walk away with a better understanding of these topics and, most importantly, a sense of whether you should dig deeper into their potential impact on your situation. 

If you have suggestions for episode topics or would like to give us feedback, we would love to hear from you! Please email us at podcast@woodwardadvisors.com.

Here’s the link to our recent blog post covering the repeal of Windfall Elimination Provision (WEP) and Government Pension Offset (GPO): https://woodwardadvisors.com/blog/social-security-fairness-act