The Financial Huddle
The Financial Huddle
Podcast Description
We know dealing with your finances can be a challenging and emotional topic, which is why we thought it was time to bring some clarity to the subject. With all of the confusion and conflicting information out there about money and financial planning, this podcast aims to cut through the clutter with real, honest, to-the-point financial conversations. You won't find any fluff here - just quick, bite-sized insights and real discussions about financial topics that may impact you. And of course, we'll throw in a bit of fun and some sports trivia!Hosted by Certified Financial Fiduciaries and partners at Keystone Financial Group, Ed Beemiller, Ryan Fleming, and Brian Minier, The Financial Huddle aims to bring you clarity, confidence, and conversations around money that you can relate to.Tune in today and make sure to subscribe to be notified of future episodes!----------------------------------------------------------------------Disclosure:Information contained in this podcast is for entertainment and informational purposes only, and should not be considered as financial advice. Financial Planning and Advisory Services are offered through Prosperity Capital Advisors (“PCA”), an SEC registered investment adviser. Registration as an investment adviser does not imply a certain level of skill or training. Keystone Financial Group and PCA are separate, non- affiliated entities. PCA does not provide tax or legal advice.
Podcast Insights
Content Themes
The podcast centers on themes of financial literacy, personal finance, and money management. Episodes aim to demystify complex financial topics, such as budgeting, investing, and retirement planning, with examples like 'What is our Why?' addressing the importance of financial education and the hosts' motivations. The focus is on actionable insights that listeners can implement immediately in their financial lives.
We know dealing with your finances can be a challenging and emotional topic, which is why we thought it was time to bring some clarity to the subject.
With all of the confusion and conflicting information out there about money and financial planning, this podcast aims to cut through the clutter with real, honest, to-the-point financial conversations. You won’t find any fluff here – just quick, bite-sized insights and real discussions about financial topics that may impact you. And of course, we’ll throw in a bit of fun and some sports trivia!
Hosted by Certified Financial Fiduciaries and partners at Keystone Financial Group, Ed Beemiller, Ryan Fleming, and Brian Minier, The Financial Huddle aims to bring you clarity, confidence, and conversations around money that you can relate to.
Tune in today and make sure to subscribe to be notified of future episodes!
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Disclosure:
Information contained in this podcast is for entertainment and informational purposes only, and should not be considered as financial advice. Financial Planning and Advisory Services are offered through Prosperity Capital Advisors (“PCA”), an SEC registered investment adviser. Registration as an investment adviser does not imply a certain level of skill or training. Keystone Financial Group and PCA are separate, non- affiliated entities. PCA does not provide tax or legal advice.
In this episode of The Financial Huddle, Ryan, Ed, and Brian break down one of the most talked-about new pieces of legislation – The One Big Beautiful Bill. There's been a lot of noise about ”tax-free” Social Security, overtime, and tips, but what's actually true?
The team cuts through the misinformation and explains exactly:
– What the new deductions mean for tips, overtime pay, and seniors.
– Why none of these are truly ”tax-free” (and how the math really works)
– How long these changes last – and why they expire in 2028
– What this means for your retirement income and planning strategy
– How to use these temporary tax advantages to strengthen your long-term financial plan
They also hit on how these deductions affect standard and senior filings, the real impact on your federal taxes (not state or FICA), and why now's the time to talk with a qualified CPA before 2028 hits.
Stay tuned for Part 2, where we break down the ”permanent” tax brackets, SALT caps, and more key changes hidden in the bill.
Listen now and get clarity – not noise – on how this legislation actually affects your wallet.
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Disclosure: Information contained in this podcast is for entertainment and informational purposes only, and should not be considered as financial advice. Financial Planning and Advisory Services are offered through Prosperity Capital Advisors (“PCA”), an SEC registered investment adviser. Registration as an investment adviser does not imply a certain level of skill or training. Keystone Financial Group and PCA are separate, non- affiliated entities. PCA does not provide tax or legal advice.
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