New Year, New Job? Smart Retirement Moves & Social Security Changes for 2025 episode artwork

EPISODE · Feb 4, 2025 · 53 MIN

New Year, New Job? Smart Retirement Moves & Social Security Changes for 2025

from The Holland Group Retirement Wealth Advisors' Podcast · host "Retirement Success!" Podcast

In this episode of Retirement Success, Steve and Elizabeth Holland, along with host Todd Schnitt, discuss key financial moves for individuals transitioning to a new job in 2025, including managing old 401(k)s, understanding employer retirement benefits, and maintaining a strong retirement savings strategy. They also break down major Social Security changes in 2025, covering cost-of-living adjustments (COLA), tax implications, and updates to full retirement age (FRA), while analyzing how these modifications impact both retirees and current workers. As fiduciaries, the Holland Group Retirement Wealth Advisors emphasize comprehensive financial planning, tax-efficient retirement strategies, and the value of seeking a second opinion to ensure retirement success—because that is the goal, and the only acceptable outcome. To schedule a complimentary consultation, call (727) 295-3451 or visit AskTheHollands.com.

In this episode of Retirement Success, Steve and Elizabeth Holland, along with host Todd Schnitt, discuss key financial moves for individuals transitioning to a new job in 2025, including managing old 401(k)s, understanding employer retirement benefits, and maintaining a strong retirement savings strategy. They also break down major Social Security changes in 2025, covering cost-of-living adjustments (COLA), tax implications, and updates to full retirement age (FRA), while analyzing how these modifications impact both retirees and current workers. As fiduciaries, the Holland Group Retirement Wealth Advisors emphasize comprehensive financial planning, tax-efficient retirement strategies, and the value of seeking a second opinion to ensure retirement success—because that is the goal, and the only acceptable outcome. To schedule a complimentary consultation, call (727) 295-3451 or visit AskTheHollands.com.

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New Year, New Job? Smart Retirement Moves & Social Security Changes for 2025

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This episode is 53 minutes long.

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This episode was published on February 4, 2025.

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In this episode of Retirement Success, Steve and Elizabeth Holland, along with host Todd Schnitt, discuss key financial moves for individuals transitioning to a new job in 2025, including managing old 401(k)s, understanding employer retirement...

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