3C Money Matters

3C Money Matters
Podcast Description
3C Money Matters: Clients, Colleagues, Community
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Content Themes
This podcast focuses on contemporary financial issues including market trends, investment strategies, and economic policy with episodes that dive into topics like the impact of tariffs on investments, the growth of AI in finance, and future challenges for Social Security.

3C Money Matters: Clients, Colleagues, Community
In this episode of 3C Money Matters, hosts Alyce Zollman and Dan Matthews from The 3C Group talk with Tim Steffen, Director of Advanced Planning at Baird, about the new One Big Beautiful Bill Act (OBBBA) and what it means for your money. They break down key updates like changes to the SALT deduction, a new senior tax break, updates to the estate tax exemption, and the creation of “Trump” accounts for children’s savings. You’ll hear how these changes may affect your taxes in 2025, when it makes sense to accelerate charitable giving, and why planning ahead is more important than ever with so many temporary provisions and income-based phase-outs.

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