Are You Leaving Money on the Table?

In this episode, Karl dives into the importance of comprehensive financial planning and how it can help ensure you're not leaving money on the table—especially in light of new provisions in the "One Big Beautiful Bill" legislation. He explores timely topics such as changes to charitable contributions, the potential deductibility of automobile loan interest, and whether financing a car might be more beneficial than paying cash. Karl breaks down the reasoning behind these strategies and how they could impact your financial decisions.

The episode also covers a wide range of current financial topics, including:

• Social Security's cost-of-living adjustment for 2026
• Qualified Charitable Distributions (QCDs)
• Gold market dynamics
• Insights from a long-awaited economic report

Timestamps:

• 01:18 – Podcast Housekeeping and Announcements
• 01:50 – Social Security and Gold Market Updates
• 04:04 – Stock Market Insights and Strategies
• 06:56 – Comprehensive Financial Planning
• 09:09 – Client Case Studies and Tax Strategies