In this episode of The Income for Life Show, Matt and Sam broadcast from their new home base in Kansas City, Missouri.

They discuss the recent office move from Topeka, Kansas, sharing the challenges and humorous moments along the way. They dive into the relevance of the Big Beautiful Bill to retirement plans, including key tax bracket changes and myths. The show also features a listener question discussing the advantages of moving to a no-income-tax state like Florida.

Lastly, Matt and Sam recount their recent trip to New York City, highlighting their experiences at the New York Stock Exchange, Harry’s on Wall Street, and other notable spots. Listen in for useful financial insights, personal anecdotes, and travel tips.

Here’s some of what we discuss in this episode:

Welcome to the New Income for Life Show & New Location (0:00)
Get-to-know-you questions: Parties, being a fly on the wall, and more (7:09) 
Main topic 1: Key Takeaways from the “Big Beautiful Bill” (20:00) 
Main topic 2: “Big Beautiful Bill” Myths Exposed (27:47)
Mailbag: “Is moving to a tax-free state still beneficial?” (34:14) 
Retirement Ride Along: Exploring New York City (37:47)

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Get your free copy of Preparing for Retirement: 

Call (888) 228-8814 or email [email protected]

Links From Today’s Show:

Harry’s – https://www.harrysbarrestaurant.com/

Stardust Diner – https://www.ellensstardustdiner.com/

Sylvia’s Queen of Soul Food in Harlem – https://sylviasrestaurant.com/

Tiffany’s – https://www.tiffany.com/stories/the-landmark-fifth-avenue/

The Monkey Bar – https://www.nycmonkeybar.com/

Russian Tea Room – https://russiantearoomnyc.com/

Bathtub Gin – https://www.bathtubginnyc.com/

The River Cafe – https://rivercafe.com/