Ways the One Big Beautiful Bill Act (OBBBA) Impacts Retirement, Taxes and Estate Planning episode artwork

EPISODE · Oct 9, 2025 · 24 MIN

Ways the One Big Beautiful Bill Act (OBBBA) Impacts Retirement, Taxes and Estate Planning

from Upticks: A Financial Planning & Investment Podcast · host Jake Falcon

Check out the latest insights on the One Big Beautiful Bill Act (OBBBA) and its impact on retirement planning, taxes, estate strategies, and market trends. Presented by Falcon Wealth Advisors, this educational event covers key provisions of OBBBA, including tax bracket changes, new deductions for seniors, Trump Accounts for children, estate planning updates, charitable giving opportunities, and industry implications. --------------- Complimentary 'Retiring Right' ebook: https://falconwealthadvisors.com/jake-falcon-book-signup.html?utm_source=podcast&utm_medium=content&utm_campaign=rr_ebook  Subscribe to our weekly newsletter: https://falconwealthadvisors.com/index.html?utm_source=podcast&utm_medium=content&utm_campaign=newsletter_subscribe#ID2GUSO1Sj8Upy1QWdqVxHOM  Contact our team: https://falconwealthadvisors.com/contact.html?utm_source=podcast&utm_medium=content&utm_campaign=contact_us#ID6rJkMgTJ1jVvl9lxUsddri ------ --------------- #retirementplanning #obbba #taxupdates #estateplanning #financialliteracy #falconwealthadvisors #trumpaccounts #charitablegiving #markettrends #wealthmanagement

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Ways the One Big Beautiful Bill Act (OBBBA) Impacts Retirement, Taxes and Estate Planning

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