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Welcome To The
Sachs Financial Video Library
Here you’ll find your introduction to all things Sachs Financial. Enjoy viewing educational videos regarding the services we offer, important timely financial topics, on-air replays, and more! Our goal is to provide you with tips and tricks that may help in safeguarding your retirement and that ultimately help you live the life you’ve always wanted.
Introducing Sachs Financial
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- In The News
- Insights From Jeff
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Tax Season 2025: Key Filing Tips, New Deductions, and Rule Changes
Is tax season causing you anxiety? Michelle on the Money is joined by Jeff Sachs from Sachs Financial to discuss the latest updates for filing your 2025 taxes, including significant changes from recent legislation.
In this video, we discuss:
- 𝗙𝗶𝗹𝗶𝗻𝗴 𝗘𝘅𝘁𝗲𝗻𝘀𝗶𝗼𝗻𝘀: Why nearly 20% of taxpayers file for an extension and why it is not a reason to panic.
- 𝟮𝟬𝟮𝟱 𝗦𝘁𝗮𝗻𝗱𝗮𝗿𝗱 𝗗𝗲𝗱𝘂𝗰𝘁𝗶𝗼𝗻: Details on the new rates, which have increased by nearly 8% to $15,750 for single filers and $31,500 for married couples filing jointly.
- 𝗘𝗻𝗵𝗮𝗻𝗰𝗲𝗱 𝗗𝗲𝗱𝘂𝗰𝘁𝗶𝗼𝗻𝘀 𝗳𝗼𝗿 𝗦𝗲𝗻𝗶𝗼𝗿𝘀: How those over age 65 can access additional standard deductions, potentially totaling nearly $47,000 for some couples.
- 𝗢𝘃𝗲𝗿𝘁𝗶𝗺𝗲 𝗮𝗻𝗱 𝗧𝗶𝗽 𝗜𝗻𝗰𝗲𝗻𝘁𝗶𝘃𝗲𝘀: New above-the-line deductions for reportable tips and overtime pay, with deductions reaching up to $25,000 depending on filing status.
- 𝗧𝗵𝗲 𝗦𝘁𝗮𝘁𝗲 𝗮𝗻𝗱 𝗟𝗼𝗰𝗮𝗹 𝗧𝗮𝘅 (𝗦𝗔𝗟𝗧) 𝗖𝗮𝗽: Information on the temporary increase of the SALT deduction cap to $40,000 through 2029.
- 𝗖𝗮𝗿 𝗟𝗼𝗮𝗻 𝗜𝗻𝘁𝗲𝗿𝗲𝘀𝘁: How to check if your 2025 vehicle purchase qualifies for a deduction of up to $10,000 in interest based on American assembly.
- 𝗦𝗶𝗱𝗲 𝗛𝘂𝘀𝘁𝗹𝗲 𝗥𝗲𝗽𝗼𝗿𝘁𝗶𝗻𝗴: New 1099 thresholds for individuals selling items on platforms like eBay, Venmo, or PayPal.
- 𝗥𝗲𝘁𝗶𝗿𝗲𝗺𝗲𝗻𝘁 𝗖𝗼𝗻𝘁𝗿𝗶𝗯𝘂𝘁𝗶𝗼𝗻𝘀: Why you can still contribute to your IRA for the 2025 tax year even in early 2026, as long as you haven't filed yet.
Learn how to optimize your filing so you aren't giving the government a "free loan".
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Investment advisory and financial planning services are offered through Simplicity Wealth, LLC, an SEC-registered investment adviser. SEC registration does not constitute an endorsement of the firm nor does it indicate that the adviser has attained a particular level of skill or ability. Insurance, Consulting and Education services offered through Sachs Financial. Sachs Financial is a separate and unaffiliated entity from Simplicity Wealth. This email and any attachments are intended only for the individual or company to whom it is addressed and may contain information which is privileged, confidential and prohibited from disclosure or unauthorized use under applicable law. If you are not the intended recipient of the email, you are hereby notified that any use, dissemination, or copying of this email or the information contained in this email is strictly prohibited by the sender. If you have received this transmission in error, please return the material received to the sender and delete all the copies from your system. Please do not use email to request, authorize, or effect the purchase or sale of any security or insurance product or service, to send fund transfer instructions, or to affect any other transactions, as Simplicity Wealth is not authorized to accept those requests in electronic format. Any such requests, orders or transactions sent via email will not be accepted and will not be processed. Simplicity Wealth's outgoing and incoming email is electronically archived and recorded and is subject to review, monitoring and/or disclosure to someone other than the recipient. The transmission of information via email is not completely secure, and Simplicity Wealth cannot guarantee the security of personal information transmitted through email. This information is provided as general information and is not intended to be specific financial guidance. Before you make any decisions regarding your personal financial situation, you should consult a financial or tax professional to discuss your individual circumstances and objectives. Media appearances are based on past features on local news segments. Sachs Financial is not affiliated with, sponsored by, or endorsed by NBC, ABC, FOX, or their local affiliates. Any network names or logos represent factual media coverage only and do not imply endorsement. Logos, if used, are the property of their respective owners and displayed only with permission or applicable usage rights. -
Retirement Risks
Jeff Sachs breaks down retirement myths: the market isn’t a paycheck, Social Security isn’t enough, and the 4% rule isn’t foolproof. Real retirement takes a plan, protected income, and purpose. -
5 Retirement Myths
Retirement isn’t what most people think.
Social Security replaces only about 40% of income. The 4% rule isn’t foolproof, Medicare doesn’t cover everything, and it’s never too late to start saving. The key? Have a plan and align your risk with your goals. -
Tax Money Moves 2026: Navigating the "Big Beautiful Bill"
Financial expert Jeff Sachs joins Michelle Li from KSDK's Michelle on the Money to break down the major tax shifts for 2026. They discuss how the latest legislative changes—including new deductions for tips, overtime, and a significant $6,000–$12,000 boost for seniors—aim to provide stability and more "money in your pocket" this filing season. -
Year-End Financial Checklist: 5 things to do before year-end
Jeff Sachs outlines the five essential financial steps to review before year-end.
For additional tools and guidance, visit https://sachsfinancial.com/ -
Year-End Financial Checklist: 5 things to do before year-end
Jeff Sachs outlines the five essential financial steps to review before year-end.
For additional tools and guidance, visit https://sachsfinancial.com/ -
Rising Student Loan Defaults: How to Protect Your Finances
Jeff Sachs joins KSDK to break down Missouri’s surge in student loan delinquencies and what borrowers can do to protect their finances. He also shares insights on current market conditions and what investors should keep in mind as the economy shifts. -
New Tax Brackets: What It Means for You
Jeff Sachs joins KSDK to explain how the IRS’s new tax brackets and recent legislative changes could impact your 2025 tax bill. Learn what these updates mean for retirees, and how smart planning now can help you keep more of what you earn. -
Jeff Sachs in the News: How Inflation Impacts Things from 401(k)s to Mortgages
Jeff Sachs recently joined Michelle on KSDK's Today in St. Louis to discuss how today's inflation is impacting things from 401(k)s to mortgages.
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Recent Market Updates
💰 Big Changes to Your Retirement Savings in 2025! 💰
You might be getting a raise—or at least more opportunities to save for retirement. Jeff Sachs breaks down these updates and what they mean for your retirement. Here’s what’s new:
✅ 401(k) Contribution Limits Increased
✅ Required Employer Match
✅ IRA Contribution Boost
✅ Social Security COLA Increase
AND MORE!
Want to make the most of these changes? Call us at 314-266-9845 or visit https://sachsfinancial.com/ to discuss your strategy. -
Important Changes to Retirement Accounts in 2025
What if we told you you could add $10,000 to your retirement account OR that you're going to get an automatic raise?
There's been a lot of changes to the retirement landscape over the last couple of months, and you're likely to be impacted! Watch this quick video from Jeff Sachs, Owner and Founder of Sachs Financial to learn more! -
How LLIMMT Can Impact Your Retirement Savings.
Retirement savings, essential for independence in later years, can be influenced by numerous factors. Among them are longevity, liquidity, inflation, mortality (the stock) market, and taxes (LLIMMT). Each of these elements plays a crucial role in shaping individuals' retirement outlook. -
Does Your Retirement Include An Estate Plan?
Your legacy is more than what you leave behind—it’s the story you tell, the values you instill, and the memories that live on. Planning beyond finances ensures your impact is felt in the hearts of your loved ones and the traditions they carry forward. Ready to make your legacy truly unforgettable? -
How to Approach the Stock Market
📈 Stock Market Uncertainty? Here’s What to Consider. 📉
Trying to predict the market? Jeff Sachs breaks it down:
✅ Only invest money you won’t need for a long time.
✅ Be honest—can you afford to take the risk?
✅ The market will go up and down—don’t gamble with what you can’t lose.
If you're feeling uneasy about your investments, it might be time to rethink your strategy.💡 Learn more at https://sachsfinancial.com/ -
Planning for Inflation
Inflation Isn’t Coming—It’s Already Here. 🏡🍞⛽
The economy is uncertain, but one thing is clear—inflation will impact your retirement.
✅ Is your retirement plan built to handle rising costs?
✅ Will your income grow over the next 20+ years?
✅ Inflation won’t wait—make sure your money keeps up.
If you haven’t factored inflation into your retirement plan, now is the time.
Schedule time with Jeffrey Sachs to get your important retirement questions answered! https://sachsfinancial.com/#review -
Stock Market Uncertainty? Don't Panic!
📉 “𝐼𝑠 𝑡ℎ𝑖𝑠 𝑛𝑜𝑟𝑚𝑎𝑙?” Yes – and here’s why.
Market drops can feel alarming, especially when they happen fast. But as Jeffrey Sachs explains, corrections like this occur about every 1.5–2 years.
In this clip, Jeff helps turn down the noise, put things in perspective, and remind us...
✔️ Don’t panic
✔️ Look at the big picture
✔️ Stay focused on your plan
🧠 Need guidance? Visit sachsfinancial.com or call (314) 266-9845 to schedule your complimentary review today. -
The Market Dips - What Should You Do Now
📊 The Market Dips — "𝑊ℎ𝑎𝑡 𝑠ℎ𝑜𝑢𝑙𝑑 𝐼 𝑑𝑜 𝑛𝑜𝑤?”
If the market downturn has you wondering what steps to take — Jeffrey Sachs is back with more guidance on how to stay grounded and smart with your finances.
💡 Stick to the fundamentals:
✔️ Keep cash on hand so you’re not forced to sell investments
✔️ Avoid taking on new debt — and pay down existing balances
✔️ Keep contributing to your 401(k), IRA, or savings
Whether you're decades from retirement or just around the corner, having a plan in place for now, soon, and later makes all the difference.
🧠 Questions about your strategy? Visit sachsfinancial.com or call (314) 266-9845 to schedule your complimentary review. -
Risk In The Long-Term
🧠Feeling Uncertain About Your Portfolio?
After a volatile week in the markets, many investors are wondering: Do I have too much risk?
Jeffrey Sachs, your financial therapist and advisor, reminds us that risk is part of investing — but if recent market swings left you anxious or unsure, it might be time to revisit your plan.
Key Takeaways:
💡You don’t need to be all in or all out of the market.
💡The right amount of risk depends on your goals and retirement timeline
💡Even in retirement, you’re likely planning for 20–30 more years — your strategy should reflect that.
You don't have to figure it out alone. Visit sachsfinancial.com or call (314) 266-9845 to schedule a complimentary review. Let’s bring clarity and confidence back to your plan!
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