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Brian AKERS and Mark Diorio from Brookstone Capital Management discuss the mid-year market update. They highlight the market's resilience, noting the S&P 500's V-shaped recovery after a 12% drop in April. Despite geopolitical risks, the market has remained stable with inflation around 2.5%. They emphasize the importance of diversification, particularly in dividend stocks, which have underperformed this year. Diorio mentions that the S&P 500 is heavily concentrated in mega-cap stocks, presenting opportunities in smaller companies. They also touch on the potential impact of interest rates and the future of cryptocurrencies.

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Brian Akers and Paul Franco discuss the impact of the new tax law, referred to as the "one big beautiful bill," signed on July 4, 2025. They highlight key provisions such as the permanent extension of the Tax Cut and Jobs Act's tax brackets, the introduction of a temporary senior personal exemption for those aged 65 and older, and the increase in the state and local tax (SALT) deduction cap to $40,000 for incomes below $500,000. They also cover the tax deductibility of tips and overtime, the potential car loan interest deduction, and the new Trump account for children born between 2024 and 2028. The emphasis is on the importance of financial planning and reviewing one's financial situation in light of these changes.

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Brian Akers and Alex Monk from Akers Financial Group discuss the concept of financial independence, likening it to the U.S. Independence Day. They emphasize the importance of financial planning to achieve this state, where individuals can retire on their terms without financial stress. They highlight the need for a comprehensive financial plan, including understanding one's financial fingerprint, managing debt, and optimizing tax strategies. They also discuss the impact of external factors like job security and market volatility on financial independence. The show encourages listeners to start planning for their financial independence to ensure a secure retirement.