That Financial Guy
That Financial Guy is a podcast dedicated to making financial planning and investing easy to understand and to implement. Keith and Jack Wilson are practicing financial advisors who own a financial planning firm, Wilson Financial Advisors. They are a father and son team "spreading a wealth of information" helping you along your personal finance journey. Whether its personal finance including investments, retirement planning, estate planning, financial planning, college funding, budgeting and more you will find it here! Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC.
That Financial Guy
The One Big Beautiful Bill: What It Really Means for Your Money
In this episode of That Financial Guy Show, I breakdown the massive new legislation known as The One Big Beautiful Bill—without the politics, just the financial facts.
What’s permanent? What’s temporary? And most importantly… how does this affect your bottom line?
We cover:
- Permanent tax cuts (and what that really means)
- Bigger standard deductions—especially for seniors
- The new "Senior Bonus Deduction"
- SALT cap changes and estate tax updates
- Tax-free tips and overtime (yes, seriously)
- What’s happening with Social Security taxes
- Trump Accounts for kids—what they are and how they work
- Which provisions are helpful… and which come with strings attached
Some of these changes are great. Others? Not so much. And a lot of them expire in just a few years.
If you’re planning for retirement, paying off debt, saving for your kids, or just trying to keep more of what you earn—this episode is for you.
📌 No politics. Just practical insights.
Helping you to be wise with your money!
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