Saving for the Future—Even When the Rules Don’t Make Sense (6/2/2025)
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Saving for the Future—Even When the Rules Don’t Make Sense (6/2/2025)
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This Money Monday, Brian covers a wide range of topics—blending market analysis, tax insights, and small business advice with listener-driven conversations about the real economic pressure points showing up now.
He kicks off the hour with commentary on Elon Musk's Mars obsession, the latest tariff developments, and how political leadership—regardless of party—continues to shape investor sentiment and consumer costs. He questions whether Americans are being fully informed about the impact of policy shifts, especially when it comes to trade, the IRS, and the broader retirement system.
A strong segment focuses on the IRS quietly keeping overpayments after a three-year window, and Brian’s push for systemic change—including a bipartisan proposal he’s drafted to reform Social Security and tax administration.
Listener calls add practical insight: a new real estate photographer navigating 1099 taxes and business structure, and a grandfather funding a trust for his grandson while watching tariff policy threaten his ski gear business.
Listen, Watch, Subscribe, Ask!
https://www.therealmoneypros.com
Host:
Brian Wiley