Trump’s One Big Beautiful Bill has been criticized for disproportionally benefiting the wealthy, but it also included some changes for retirees and other key groups that could make a real impact. Donna and Nathan discuss some of the positive provisions of new spending bill, including: an additional tax deduction for seniors, student loan reform, and investment contributions for newborns. Also on MoneyTalk, when it does (and doesn’t) make sense to take social security early, and Stock Trivia: Two Truths and a Lie.
Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®; Air Date: 7/15/2025. Have a question for the hosts? Visit sowafinancial.com/moneytalk to join the conversation!