Podlipodcast player Webplayer

Dollars&Sense Nelson Financial Planning

Dollars&Sense Nelson Financial Planning

Top 10 Tax Changes of 2025 - What you need to know to save money and avoid penalties

Dollars&Sense Nelson Financial Planning · Jan 27, 2025 · 40:56

0:0040:56

Listen in the Podli app 🎧

Follow your favourite podcasts, listen offline and in the car with CarPlay and Android Auto, and always pick up where you left off. Free to try.

Join guest hosts and financial experts Chet Cowart and Kristin Castello as they outline the big tax changes coming in 2025 on this episode of the Dollars & Sense Podcast! 🎙️

🗓️ Find out how the end of the Tax Cuts and Jobs Act will impact your tax rates and deductions. Plus, they break down the new catch-up contributions for retirement plans and HSAs, making saving a bit easier for everyone.
💡 Get the scoop on the new $600 threshold for Form 1099-K reporting, which could affect your online transactions. Plus, explore the fresh Roth options for employer matches and retirement plans.

Stay informed and ready for 2025 with Chet and Kristin!
#TaxChanges2025 #FinancialPlanning #DollarsAndSensePodcast 🎧💰

💵 About Dollars & Sense: 💵
Hosted by Joel Garris, a Certified Financial Planner and Fiduciary at Nelson Financial Planning, Dollars & Sense is one of Central Florida’s longest-running radio programs and a top 25 financial planning podcast. Each week, Joel and his team provide expert insights to help you make sense of all your financial decisions. 

👉 Visit our website: nelsonfinancialplanning.com for more resources and to connect with our team of Certified Financial Fiduciaries.

About Joel Garris:
Joel Garris is a Certified Financial Planner and Fiduciary at Nelson Financial Planning. He’s dedicated to providing comprehensive financial advice to help you achieve your retirement goals. With a team of expert advisors, Nelson Financial Planning is committed to delivering personalized and effective retirement and financial planning solutions.

➡️ CONNECT WITH US: 
Facebook: /NelsonFinancialPlanning
Twitter: /nelsonfinplan
Instagram: /nelson_financial_planning
YouTube: @nelsonfinancialplanning2202

Episodes: Dollars&Sense Nelson Financial Planning

PodliGet the free Podli app
↓ App