Social Security Confusion: How To Use It and How To Fix It
July 18, 2025
Today, Paul dives into one of the most misunderstood aspects of financial planning: Social Security. Almost no one Paul talks to fully
- June 25, 2025
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What’s in the Big Beautiful Bill?
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For a few months, Congress has been working to pass the flagship legislation of Trump’s second presidency, but what is in the Big Beautiful Bill? Listen along as Paul, Evan, and Dan talk about the most likely provisions around taxes, tax dedication, and social security that are likely to pass and how they affect the financial planning world.
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