If you’ve been enjoying The Independent Advisors podcast for a while now and want to take the next step in your financial journey, I’d encourage you to head to our website, jessupwealthmanagement.com. Matt offers a 15-minute initial call where you can discuss your financial goals and see if JWM is a good fit for your needs.
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Show Notes:
Post on X from Ryan Detrick on July 1st - https://x.com/ryandetrick/status/1940124991451979924?s=12&t=Godkt5FzuqWcmpmvo2G5Jg
Another post on X from Ryan Detrick on July 2nd - https://x.com/ryandetrick/status/1940517433443586194?s=12&t=Godkt5FzuqWcmpmvo2G5Jg
Important “One Big Beautiful Bill” provisions – From “The Tax Advisor” website by Alistair Nevius, J.D. on 6.29.25 - https://www.thetaxadviser.com/news/2025/jun/details-of-tax-changes-in-senate-reconciliation-bill/
Episode 308 Topics:
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