Does the Big, Beautiful Bill Eliminate Taxes on Social Security?
InvestTalk
Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
4.4 • 1.5K 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
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| 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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