Parents, are you juggling high school schedules, college plans, and the ever-growing list of financial and personal priorities?

This doesn’t leave much time to understand how the new “Big Beautiful Bill” will affect you. However, this is the life stage we will tackle today, drawing on my firsthand experiences as a parent of triplets (plus one!).

I highlight the positives of the new legislation, like the increased standard deduction and stable marginal tax rates. But, I also unpack the complexities and challenges hidden in the fine print, such as SALT deduction limits, tight retirement catch-up contributions, business owner perks, and what’s really happening with those much-hyped vehicle and energy credits.

If you’re looking for smart strategies for balancing college savings and retirement, managing capital gains, and understanding why tax diversification should be on your radar, we cover these topics as well.

If you’re feeling pulled in every direction and trying to make sense of how the latest tax changes intersect with your family’s goals, this episode is packed with actionable advice and thoughtful perspective, whether you’re a parent, business owner, or just trying to keep up with life’s financial demands.

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And feel free to email Paul at [email protected] with any feedback, questions, or ideas for future guests and topics.