In this episode of 3C Money Matters, hosts Alyce Zollman and Dan Matthews from The 3C Group talk with Tim Steffen, Director of Advanced Planning at Baird, about the new One Big Beautiful Bill Act (OBBBA) and what it means for your money. They break down key updates like changes to the SALT deduction, a new senior tax break, updates to the estate tax exemption, and the creation of “Trump” accounts for children’s savings.

You’ll hear how these changes may affect your taxes in 2025, when it makes sense to accelerate charitable giving, and why planning ahead is more important than ever with so many temporary provisions and income-based phase-outs.

In this episode of 3C Money Matters, hosts Alyce Zollman, Dan Matthews, and Colleen Curry from The 3C Group are joined by Kim Kasting of the Johnson County Community Foundation and Meagan Niese of the Community Foundation of Bloomington and Monroe County. Together, they discuss the role of community foundations in connecting donors with local needs, managing charitable assets, and helping families create lasting legacies. The conversation explores how giving can happen both during one’s lifetime and through estate planning, the benefits of donor-advised and designated funds, and the flexibility foundations provide in honoring a donor’s wishes.

In listening, you'll learn practical ways to give more efficiently, understand how a community foundation can help carry out your values, and see how your generosity can leave a legacy that lasts for generations.

In this episode of 3C Money Matters, hosts Alyce Zollman, Loren Snyder, and Dan Matthews from The 3C Group sit down with Baird market strategist Michael Antonelli for an entertaining and insightful conversation about what’s really moving the markets today.

Michael shares why historical context is essential for smart investing, how consumer spending continues to drive U.S. economic growth, and why the best investors ask, “What can go right?” rather than being paralyzed by headlines. The group discusses the power of storytelling in making sense of market trends, the stability of Social Security, and how long-term success depends more on risk management than reacting to short-term news.

If the headlines have you feeling uncertain, this episode will help you cut through the noise and think more clearly about the market.

Welcome to the very first episode of the 3C Money Matters Podcast, your new go-to source for making sense of today's financial world.

In this premiere episode, hosts Alyce Zollman and Dan Matthews from The 3C Group sit down with Baird investment strategist Ross Mayfield to explore key market trends shaping the economy. They dive into timely topics including the impact of tariffs, the rapid growth of artificial intelligence (AI), concerns about job automation, and the future of Social Security.

Whether you're a seasoned investor or just trying to understand what’s happening with your money, this episode is packed with valuable takeaways to help you stay informed and confident about your financial decisions.