Are you wondering if you’re truly ready to retire? In this episode, we explore the 8 key signs you’re ready to retire, covering everything from financial planning and health insurance to emotional readiness and lifestyle goals.

Whether you're in your 50s or early 60s and asking, “Can I retire soon?”—this episode breaks down:

• How to tell if burnout and stress are signs it’s time to retire
• Why emotional and mental readiness are just as important as money
• The importance of retiring to something meaningful
• What a solid retirement plan and withdrawal strategy really look like
• How to manage health insurance before Medicare
• Why paying off debt before retirement can make or break your plan

If you’re planning to retire in the next few years—or just thinking ahead—this is a must-listen for anyone who wants to retire with confidence.

Helping you to be wise with your money!
To see more videos discussing personal finance Subscribe:
https://www.youtube.com/channel/UCbDA...

For more resources: 👉 https://wfa-nc.com/insights

📝 Get your Free Retirement Plan checkup
https://wfa-nc.com/retirement-plan-ch...

To schedule a complimentary consultation with me: 👉...

In this episode of That Financial Guy Show, I breakdown the massive new legislation known as The One Big Beautiful Bill—without the politics, just the financial facts.

What’s permanent? What’s temporary? And most importantly… how does this affect your bottom line?

We cover:

• Permanent tax cuts (and what that really means)
• Bigger standard deductions—especially for seniors
• The new "Senior Bonus Deduction"
• SALT cap changes and estate tax updates
• Tax-free tips and overtime (yes, seriously)
• What’s happening with Social Security taxes
• Trump Accounts for kids—what they are and how they work
• Which provisions are helpful… and which come with strings attached

Some of these changes are great. Others? Not so much. And a lot of them expire in just a few years.

If you’re planning for retirement, paying off debt, saving for your kids, or just trying to keep more of what you earn—this episode is for you.

📌 No politics. Just practical insights.

Helping you to be wise with your money!
To see more videos discussing personal finance Subscribe:
https://www.youtube.com/channel/UCbDA...

For more resources: 👉 https://wfa-nc.com/insights

📝 Get your Free Retirement Plan checkup
https://wfa-nc.com/retirement-plan-ch...

To schedule a complimentary consultation with me: 👉...

🕖 It’s Sunday night. Time for... The Bottom Line.

Tonight’s story starts in a garage.

Two friends. One big idea.
And the company that would put a computer in every home.

But just as fast as it all rose…
He was out.
Fired from the very company he built.

Most people would’ve disappeared.
He got better.

Started over. Bought a little animation studio you might have heard of — Pixar.
And then… found his way back

What came next?
Well… you’re probably holding it in your hand.

🎧 Press play and hear the true story of the ultimate comeback.

“The Garage” — a new episode of The Bottom Line

👇 Audio below.

Helping you to be wise with your money!
To see more videos discussing personal finance Subscribe:
https://www.youtube.com/channel/UCbDA...

For more resources: 👉 https://wfa-nc.com/insights

📝 Get your Free Retirement Plan checkup
https://wfa-nc.com/retirement-plan-ch...

To schedule a complimentary consultation with me: 👉...