In this episode, Kevin Brucher discusses the importance of estate planning and highlights the You Earned It, You Keep It bill, which aims to repeal the federal tax on Social Security benefits. He emphasizes the need to update beneficiary designations and provides insights into managing online accounts. Kevin also stresses the significance of tax planning and the benefits of Roth IRAs and HSAs. He encourages listeners to take advantage of the resources available on his website and to contact their representatives to support the You Earned It, You Keep It bill. Call 800-975-6717. Visit Silver Leaf Financial to learn more.

Kevin Brooker discusses the implications of the Tax Cut and Jobs Act, which is set to remain in effect.
34:50

Kevin Brucher discusses the overlooked advantages of bear markets and how they can be leveraged for financial growth.
34:15

Best of Kevin Brucher discusses the evolution of retirement strategies, emphasizing the need to adapt to modern investment opportunities.
34:19