Year-End Tax and Financial Planning Tips for 2025
3C Money Matters
In this episode of , , and from welcome back , Director of Advanced Planning at , for a timely discussion on year-end financial and tax planning. They cover key updates from the recently passed One Big Beautiful Bill Act (OBBBA), including new deductions like the expanded state and local tax (SALT) limit and the senior deduction, as well as strategies involving Roth conversions, inherited IRAs, qualified charitable distributions (QCDs), and charitable giving ahead of 2026. Whether you’re reviewing your 2025 finances or planning for...
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What the New Tax Law Means for You in 2025
3C Money Matters
In this episode of , hosts and from talk with , Director of Advanced Planning at , about the new One Big Beautiful Bill Act (OBBBA) and what it means for your money. They break down key updates like changes to the SALT deduction, a new senior tax break, updates to the estate tax exemption, and the creation of “Trump” accounts for children’s savings. You’ll hear how these changes may affect your taxes in 2025, when it makes sense to accelerate charitable giving, and why planning ahead is more important than ever with so many...
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Leaving a Legacy Through Community Foundations
3C Money Matters
In this episode of , hosts , , and from are joined by of the and of the . Together, they discuss the role of community foundations in connecting donors with local needs, managing charitable assets, and helping families create lasting legacies. The conversation explores how giving can happen both during one’s lifetime and through estate planning, the benefits of donor-advised and designated funds, and the flexibility foundations provide in honoring a donor’s wishes. In listening, you'll learn practical ways to give more efficiently, understand how a community foundation can help carry...
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The News is Loud, but the Market Speaks Louder
3C Money Matters
In this episode of , hosts , , and from sit down with market strategist for an entertaining and insightful conversation about what’s really moving the markets today. Michael shares why historical context is essential for smart investing, how consumer spending continues to drive U.S. economic growth, and why the best investors ask, “What can go right?” rather than being paralyzed by headlines. The group discusses the power of storytelling in making sense of market trends, the stability of Social Security, and how long-term success depends more on risk management than reacting to...
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Ross Mayfield on AI, Tariffs and the Future of Social Security
3C Money Matters
Welcome to the very first episode of the 3C Money Matters Podcast, your new go-to source for making sense of today's financial world. In this premiere episode, hosts and from sit down with investment strategist to explore key market trends shaping the economy. They dive into timely topics including the impact of tariffs, the rapid growth of artificial intelligence (AI), concerns about job automation, and the future of Social Security. Whether you're a seasoned investor or just trying to understand what’s happening with your money, this...
info_outlineIn this episode of 3C Money Matters, Alyce Zollman, Dan Matthews and Kara Endres from The 3C Group welcome back Tim Steffen, Director of Advanced Planning at Baird, for a timely discussion on year-end financial and tax planning. They cover key updates from the recently passed One Big Beautiful Bill Act (OBBBA), including new deductions like the expanded state and local tax (SALT) limit and the senior deduction, as well as strategies involving Roth conversions, inherited IRAs, qualified charitable distributions (QCDs), and charitable giving ahead of 2026.
Whether you’re reviewing your 2025 finances or planning for the future, this episode offers clear, practical guidance to help you make smart, tax-efficient decisions before year-end.