The Holland Group Retirement Wealth Advisors' Podcast

Auteur(s): The Holland Group Podcast
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  • Résumé

  • Welcome to The Holland Group Retirement Wealth Advisors' Podcast, with Steve and Elizabeth Holland! As fiduciaries, the Holland Group Retirement Wealth Advisors emphasize comprehensive financial planning, tax-efficient retirement strategies, and the value of seeking a second opinion to ensure retirement success to make the rest of your life, the best of your life! To schedule a complimentary consultation, call (727) 295-3451 or visit AskTheHollands.com.
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Épisodes
  • New Year, New Job? Smart Retirement Moves & Social Security Changes for 2025

    New Year, New Job? Smart Retirement Moves & Social Security Changes for 2025
    Feb 4 2025
    In this episode of Retirement Success, Steve and Elizabeth Holland, along with host Todd Schnitt, discuss key financial moves for individuals transitioning to a new job in 2025, including managing old 401(k)s, understanding employer retirement benefits, and maintaining a strong retirement savings strategy. They also break down major Social Security changes in 2025, covering cost-of-living adjustments (COLA), tax implications, and updates to full retirement age (FRA), while analyzing how these modifications impact both retirees and current workers. As fiduciaries, the Holland Group Retirement Wealth Advisors emphasize comprehensive financial planning, tax-efficient retirement strategies, and the value of seeking a second opinion to ensure retirement success—because that is the goal, and the only acceptable outcome. To schedule a complimentary consultation, call (727) 295-3451 or visit AskTheHollands.com.
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    54 min

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