Banking on Growth
Banking on Growth is a podcast for bankers and financial advisors operating in community-based banks and credit unions. Throughout this podcast, we'll chat with financial industry professionals and thought leaders at the forefront of developing creative solutions to assist community banks in delivering financial advisory services to their clients with the goal of helping the institution grow. We'll examine the most recent industry developments, technology, and best practices for providing high-quality financial advice. Join us as we explore the world of investing through the community banking lens. Midwestern Securities is a member of FINRA/SIPC.
Banking on Growth
What Planning Opportunities and Pitfalls Have Been Created by the One Big Beautiful Bill
The One Big Beautiful Bill Act (OB3) is here, but what does it actually mean for individuals, retirees, and business owners? In this episode of Banking on Growth, host Mike Graham sits down with Jason Beiswenger and Chris Lockhart from Wipfli LLP to unpack the sweeping tax changes that could reshape your 2025 financial strategy.
From expanded SALT deductions and new Social Security breaks for seniors to full 100% bonus depreciation for business equipment and extended Qualified Business Income (QBI) deductions, this conversation breaks down where the real opportunities lie. You’ll also learn which provisions sunset early, which are permanent, and where the biggest planning pitfalls might be hiding.
Whether you’re a financial advisor, small business owner, or retiree trying to understand how OB3 affects your bottom line, this episode offers practical insight to help you make smarter tax and investment decisions this year.
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Midwestern Securities is a reputable independent broker/dealer and Registered Investment Advisory firm owned and operated by community bankers and financial professionals. With a strong track record of delivering personalized attention and financial advisor coaching that helps community financial institutions take their investment services divisions to the next level, Midwestern Securities has established itself as a trusted partner in the industry.
If your bank needs a team that can help, visit https://midwesternsecurities.com/.
Member FINRA/SIPC