Tax season just got a major overhaul. The One Big Beautiful Bill changed more tax rules than anything since 2017, and if you’re over 65, retired, or earning tip or overtime income, you could be leaving serious money on the table.
In this episode of Friends Talk Money, we sit down with Lisa Green-Lewis, TurboTax spokesperson and trusted tax expert, to break down every major change you need to know before you file.
- The NEW $6,000 deduction for seniors and who qualifies
- Tips & overtime income deductions – brand new for 2025
- Auto loan interest deduction – what cars qualify
- Social Security & taxes – the surprise that shocks retirees
- RMDs, Roth conversions & how to avoid a massive tax bill
- IRS audits – should you be worried? Free filing options and how to get help
Whether you use TurboTax, work with an accountant, or file on your own – this episode could save you thousands. Don’t miss it.
Pam Krueger is an investor advocate, personal finance journalist, and author. She is the founder and CEO of Wealthramp, an advisor matching platform that connects consumers with rigorously vetted and qualified fee-only financial advisors. Pam created and co-hosted the award-winning investor education TV series, MoneyTrack, seen on 250+ public stations on PBS. With over 25 years in the industry, Pam is one of the leading voices on financial literacy and financial empowerment. When she’s not writing about financial planning for Worth, she’s talking about investing strategies on her podcast, Friends Talk Money.
