Fidelity just released their 2025 Retiree Health Care Cost Estimate. The number is staggering: $172,500 for a 65-year-old retiring today. The bigger problem? One in five Americans haven’t even thought about health care costs in retirement. Today we’ll break down what this means, why it matters, and how to prepare.

Resources:

Our website: https://skyboxfinancialgroup.com/

Phone: 888-742-0111

Contact our team: https://skyboxfinancialgroup.com/contact-us/

Schedule your no-cost consultation: https://skyboxfinancialgroup.com/schedule/

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The kids may be heading back to class, but it’s a perfect time for adults to crack open the books too, especially when it comes to retirement. In this episode, Scott puts listeners to the test with a series of essential retirement planning questions every retiree should know.

Here are your pop-quiz questions:

✏️ At what age can you receive full Social Security benefits if born after 1960? ✏️ What is the IRA contribution limit for those 50 or older in 2025? ✏️ Which retirement accounts require RMDs? ✏️ What does the 4% rule refer to in retirement planning? ✏️ What financial risks do many retirees face?

Resources:

Our website: https://skyboxfinancialgroup.com/

Phone: 888-742-0111

Contact our team: https://skyboxfinancialgroup.com/contact-us/

Schedule your no-cost consultation: https://skyboxfinancialgroup.com/schedule/

Tax-Free Toolkit: https://5p7b1gdm.pages.infusionsoft.net/

Check out our other no-cost financial resources here: https://skyboxfinancialgroup.com/blog-2/

Check us out on YouTube: https://www.youtube.com/channel/UCsO-3BlgeTmU-I2OPfvH6SQ

Facebook: https://www.facebook.com/skyboxfinancialgroup/

LinkedIn: https://www.linkedin.com/in/scottsearles/

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Big tax law changes always bring big rumors. But before you assume Social Security is now tax-free or that you’re getting a $40K deduction just for breathing, let’s set the record straight on what this new bill didn’t actually do. In this episode, Scott busts the biggest myths surrounding the recent “Big Beautiful Bill,” breaking down the fine print behind headline-grabbing claims.

Here’s some of what we discuss in this episode:

💸 What the Social Security changes actually mean

🧾 The truth behind the “everyone gets a tax cut” myth

🏛️ Why “permanent” tax rules aren’t really permanent

📜 Estate taxes aren’t dead in every state

🚗 The car loan deduction is temporary and restricted

Resources:

Our website: https://skyboxfinancialgroup.com/

Phone: 888-742-0111

Contact our team: https://skyboxfinancialgroup.com/contact-us/

Schedule your no-cost consultation: https://skyboxfinancialgroup.com/schedule/

Tax-Free Toolkit: https://5p7b1gdm.pages.infusionsoft.net/

Check out our other no-cost financial resources here: https://skyboxfinancialgroup.com/blog-2/

Check us out on YouTube: https://www.youtube.com/channel/UCsO-3BlgeTmU-I2OPfvH6SQ

Facebook: https://www.facebook.com/skyboxfinancialgroup/

LinkedIn: https://www.linkedin.com/in/scottsearles/

X: https://x.com/skyboxfinancial