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DIY Money | Personal Finance, Budgeting, Debt, Savings, Investing

Big Beautiful Series: No Tax on Social Security?

DIY Money | Personal Finance, Budgeting, Debt, Savings, Investing

Bleav + Quint Tatro & Daniel Czulno, CFP® a passionate look at everything money from budgeting, savings, investing, stocks, bonds, debt. For those that enjoy Dave Ramsey, Jill On Money, Smart Money, BiggerPockets it’s worth a listen!

Education, Money, Self-improvement, Real Estate, Business, Investing

4.6858 Ratings

🗓️ 18 July 2025

⏱️ 14 minutes

🧾️ Download transcript

Summary

Logan and Allie breakdown the Big Beautiful Bill’s adjustments to taxes for seniors. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Transcript

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0:00.0

Hey, this is Ali, and thanks for listening to the show. Give us a five-star review where you listen and share this episode with someone who might need to hear it. Now, enjoy the show.

0:12.8

Welcome back to another episode of DIY money. DIY money. What's taking a? How much? Not much. Just got back from Kings Island.. How was that? Yeah, you're adrenaline junkie. Yes. It was honestly amazing. The best ride, well, actually, I do have one quam with Kings Island. Quam? Quam? You've been hanging around Daniel too long. Is he say quam? Daniel says all the European weird phrases. Is that European these is? Who says quam? Me? Okay. All right, whatever. Houston, we have a problem. One issue. Okay, here it is. Are you a park sprinter like the last ride of the day? Because I'm that person. Yes, we got off the diamond back. It was like 9.50.

0:55.6

Park closes at 10.

0:59.7

And I looked at Caroline and I was like, all right, buddy, we got to make it.

1:02.2

And we sprinted like the entire park.

1:03.2

I was so winded.

1:05.6

Like, we probably ran like half a mile. It felt like.

1:07.2

And we get to like the entrance to the, I don't know what it's called but the the spinning one

1:13.9

that's like the swings but like massive super super super tall yeah okay we get in line for that one

1:20.0

we're about to enter the line in this maintenance guy is like hey i'm so sorry this ride's

1:24.9

actually closed for the drone show are you kidding but we had run like the entire park. So that's my only qualm. But then we got on the baby swings and it was a good end to the day. We watched the fireworks while we were on the little, the little swings, which is honestly, that's a fire ride. But that was my weekend. Very nice. But I'm here. And I've had my coffee. I'm ready to rock. You're ready to rock. That's fantastic. Oh, you know, just another weekend. Two more days till freedom? No, tomorrow is freedom. Tomorrow, my wife finishes her PA school final exam. It's like her board's exam. It's called the Pants. She's a really weird name. But they.

2:01.2

P-A-N-T-S.

2:02.3

P-A-N-C-E.

2:03.9

That makes way more sense. I like your pants. So she'll take that and then, then we will be done. She'll have to wait like five days, which is going to be excruciating for her. but then we'll get that and we'll be good to go and we're going to the beach and life is good.

2:01.5

So we got to love it.

2:02.7

But this is very important. for her, but then we'll get that and we'll be good to go and we're going to the beach and life is good.

2:18.8

So we got to love it.

2:20.1

But this is very important.

2:21.9

We are on our last episode of our big beautiful series.

2:25.5

So we need to break down kind of the thing that we see, Allie, I think, the most confusion on when it comes to the big beautiful bill, at least when it comes to financial

2:34.4

things, that people do not understand is what in the world is happening with Social Security

2:40.5

and how it is being taxed. And I think it would be really helpful if you could just break down

...

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