Best friends Joel and Matt are the co-hosts of How to Money which is all about providing the knowledge & tools that normal folks need to thrive in areas like debt payoff, DIY investing, and crucial money tricks that will provide continuous help along your journey. We believe that access to unbiased and jargon-free personal finance guidance is more necessary than ever before. When you handle your money in a purposeful, thoughtful way that works for your lifestyle, you can really start living ...
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Content provided by Stacy Francis. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Stacy Francis or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
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The Election Effect: Navigating Tax Changes and Policy Shifts with Deborah Schaub
Manage episode 452138233 series 1508100
Content provided by Stacy Francis. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Stacy Francis or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
What steps can you take to prepare for potential tax changes and secure a financially stable future? In this episode of Financially Ever After Widowhood, Stacy Francis sits down with tax expert Deborah Schaub to break down the complexities of the Tax Cuts and Jobs Act and share actionable strategies to maximize savings and navigate tax planning in a rapidly shifting economic landscape. From understanding current laws to preparing for future uncertainties, this conversation equips you with the tools to make smarter financial decisions today.
Listen in as they discuss:
- Key provisions of the Tax Cuts and Jobs Act, how they impact individuals and business owners, and what might change in the coming years.
- Why Roth IRA conversions are powerful tools for tax-free growth and how to use them strategically.
- The importance of analyzing your tax bracket to avoid costly mistakes, such as unexpectedly higher taxes or penalties.
- Capital gains tax rates: what they are now, what could shift, and how to plan for potential increases.
- How inflation continues to bite into budgets and the role taxes play in financial planning.
- Balancing today’s tax advantages with future uncertainties through effective tax deferral or realization strategies.
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Deborah Schaub on LinkedIn | CNB Accounting Website
Phone: +201-787-6542
Email: [email protected]
Stacy Francis on LinkedIn | X(Twitter)
Email: [email protected]
Reach out to receive a complimentary consultation! Contact Francis Financial at +212-374-9008 or visit Francis Financial today!
TCJA Overview: IRS tax reform
213 episodes
Share
Manage episode 452138233 series 1508100
Content provided by Stacy Francis. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Stacy Francis or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
What steps can you take to prepare for potential tax changes and secure a financially stable future? In this episode of Financially Ever After Widowhood, Stacy Francis sits down with tax expert Deborah Schaub to break down the complexities of the Tax Cuts and Jobs Act and share actionable strategies to maximize savings and navigate tax planning in a rapidly shifting economic landscape. From understanding current laws to preparing for future uncertainties, this conversation equips you with the tools to make smarter financial decisions today.
Listen in as they discuss:
- Key provisions of the Tax Cuts and Jobs Act, how they impact individuals and business owners, and what might change in the coming years.
- Why Roth IRA conversions are powerful tools for tax-free growth and how to use them strategically.
- The importance of analyzing your tax bracket to avoid costly mistakes, such as unexpectedly higher taxes or penalties.
- Capital gains tax rates: what they are now, what could shift, and how to plan for potential increases.
- How inflation continues to bite into budgets and the role taxes play in financial planning.
- Balancing today’s tax advantages with future uncertainties through effective tax deferral or realization strategies.
- Proactive tax planning tips for individuals and small business owners to save money now and minimize risks later.
Resources
Deborah Schaub on LinkedIn | CNB Accounting Website
Phone: +201-787-6542
Email: [email protected]
Stacy Francis on LinkedIn | X(Twitter)
Email: [email protected]
Reach out to receive a complimentary consultation! Contact Francis Financial at +212-374-9008 or visit Francis Financial today!
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213 episodes
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Similar to Financially Ever After Widowhood
Best friends Joel and Matt are the co-hosts of How to Money which is all about providing the knowledge & tools that normal folks need to thrive in areas like debt payoff, DIY investing, and crucial money tricks that will provide continuous help along your journey. We believe that access to unbiased and jargon-free personal finance guidance is more necessary than ever before. When you handle your money in a purposeful, thoughtful way that works for your lifestyle, you can really start living ...
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continue reading
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continue reading
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…
continue reading
The show that helps you maximize your wealth by turning complex financial situations into actionable advice. On Your Money. Your Mission., we answer the questions you’ve been asking about -- financial planning, investing, retirement and everything in between. Whether you’re navigating the complexities of the market or looking for the best ways to save or spend your money, tune in to hear from experienced financial advisors with JFG. Walk away from each episode with savvy tips and financial t ...
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continue reading
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