Welcome to Mindset! This is a show that is dedicated to honest, inspiring and thought-provoking conversations about money. Each week, we’ll be airing a new episode, talking about all kinds of different topics that will help us unpack the truth around how we think, feel, and ultimately act with our finances.

On this week’s episode:

Investing is all fun and games until tax season rolls around and the IRS reminds you they’re your silentbusiness partner. Whether you made bank or just enough to buy a fancy coffee, Uncle Sam wants his cut—because apparently, "capital gains" means his gains too. But don’t worry, we’re here to break it all down, so you’ll know exactly what you owe, what you can deduct, and how to keep more of your money (legally, of course). All the info you need to know about how your assets and incomes will be taxed in 2025.

Chapters:

5:30 – Income, Pensions and Social Security

7:45 – IRAs and 401Ks

11:00 – Life Insurance

11:50 – Annuities

14:00 – Your House

16:00 – Stocks and Bonds

19:00 – Dividends

To schedule your complimentary retirement track review, head to https://onecapital.com. You can also call us at 805-410-5454 or text the word ‘TRACK’ and we’ll reach out to you.

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