The 2025 Tax Sunset could reshape the financial landscape, possibly leading to higher income taxes, reduced deductions, and lower estate tax exemptions. What might that mean for retirement planning, estate strategies, and long-term wealth management?

Episode overview: In this episode of Clear Money Talk, Tim Clairmont MSFS™, LACP™, and Tyler Andrews CFP® explore the potential ripple effects on retirees, high-income earners, and families building their estates.

They also discuss educational strategies people often consider, such as:

✔️ Using life insurance in estate planning

✔️ Reviewing gifting approaches

✔️ Considering Roth conversions while today's tax rates are still in place

🎧 Tune in for clear, practical insights to help you stay informed.