In this lively and insight-packed episode of Keep What’s Yours, Josh Gilbert and senior tax strategist Jeff Zufall break down the biggest financial stories shaping your wallet—from the end of the longest government shutdown in history to fresh IRS enforcement, the death of the penny, and the future of direct-file tax returns. Jeff explains the new Secure Act 2.0 catch-up contribution rules, why 2025 is the last year many high earners can shelter extra 401(k) contributions pre-tax, and how required Roth treatment is about to change retirement planning. They dive into crypto reporting, tariff-driven inflation, and what a rumored $2,000 “tariff check” might really mean. Finally, Jeff outlines smart, actionable year-end tax strategies you can still take advantage of—plus the one simple mistake that could accidentally leave your money to the wrong person. A must-listen for anyone who wants to keep more of what they earn and start 2026 financially strong.

Small businesses overpay their taxes every year. Stop overpaying - Call Capital Advisory Group at 636-394-5524 today!


New tracks tagged #monte carlo retirement simulation