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InvestTalk

Does the Big, Beautiful Bill Eliminate Taxes on Social Security?

InvestTalk

Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors

Business, Business News, News Commentary, Investing, Entrepreneurship, News

4.31.5K Ratings

🗓️ 9 July 2025

⏱️ 48 minutes

🧾️ Download transcript

Summary

President Trump’s new bill offers most Social Security recipients temporary tax relief, but does not eliminate Social Security taxes entirely.


Today's Stocks & Topics: WMS - Advanced Drainage Systems Inc. (NYS), MTPLF - Metaplanet Inc. (OTC, PPTA - Perpetua Resources Corp. (NAS), a listener question about direct indexing, a question from our YouTube channel viewers: LMNR - Limoneira Co. (NAS); plus Justin's market wrap, and Justin's talking points: Data Centers, Tariffs.



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Transcript

Click on a timestamp to play from that location

0:00.0

At a time when investors are confronted with market volatility and a variety of challenges fueled by the uncertainty of inflation,

0:13.0

unsettled geopolitical tensions, and economic pressures, Justin Klein stands ready to take your finance and investment questions and share his unbiased answers.

0:25.0

InvestTalk is made possible by KPP Financial, a registered investment advisor firm, serving clients throughout the United States.

0:34.7

The clarity for your path forward starts now. Here is KPP Financial Chief Executive Officer,

0:43.1

financial advisor, Justin Klein. Good afternoon, fellow investors, welcome back to Investor. This is our Tuesday, July 8th,

0:58.6

2025 edition of Investstock. I appreciate you all tuning in for this hour. It is going to be an

1:05.8

interesting one, just like these markets. And we're going to bring a lot of fun topics to the

1:10.6

table. That is what our goal

1:12.7

here each every day is, is to not only answer your finance and investment questions, but to

1:18.4

also bring topics that you can help give you perspective, help give you data so that you can

1:25.3

take it back to your own personal situation and make better

1:27.9

decisions there's a lot of headlines there's a lot of much you can focus on you know from social

1:33.3

media to major headlines a lot of clickbait etc and that's not what the show is about i'm not

1:39.6

here to bang bells and whistles i'm not kramer i'm here to bring you relevant data and topics so that you can make better decisions

1:48.0

with your money.

1:50.0

Now in just a bit, we are going to look at the mark performance for the day and run down

1:55.0

the show topics that we will hit on for the hour.

1:58.0

But first, let's tackle this caller question now.

2:00.0

I had a question about

2:02.0

ticker symbol WMS, advanced drainage systems. We spec out this product a lot where I work

2:08.6

and just kind of wanted to know what your thoughts on the company were, what would be a good

2:12.7

entry point for them, and just the sector that it's in, kind of what that sector looks like

...

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