The Big Beautiful Bill and Preparing for a Secure Retirement - June 21, 2025

In this week's episode of the Common Sense Investing Show, Victor McClure and Steve Ringo get into significant financial topics impacting retirement planning, including the much-discussed "big, beautiful bill" making its way through Congress. The hosts explored the implications of continued tax cuts from the 2017 Jobs Act, emphasizing the importance for retirees to stay informed about potential changes affecting their savings and estate planning. With land values escalating in areas like Texas and Oklahoma, Victor and Steve underscored the significance of understanding estate taxes and the challenges of preserving family properties across generations.

Throughout the show, Victor and Steve discussed the nuances of retirement planning, addressing listener concerns about 401(k)s and the evolving landscape of IRA inheritance rules under the Secure Act. They highlighted the critical role of proper planning and the dangers of over-reliance on trading prowess, advocating for a balanced approach that incorporates professional advisory services. They advised listeners to focus on income generation and stress-tested portfolio strategies to ensure a stable and fulfilling retirement.


For more information about Victor McClure, Steve Ringo and the McClure Capital team, visit https://mcclurecapital.com/