
Sign up to save your podcasts
Or


There's a new tax bill making headlines, and while most people are busy enjoying summer, we're breaking down what actually matters for your financial life.
We'll cover: ✅ Why most people aren't thinking about this (and why that's fine) ✅ What the bigger standard deduction could mean for your taxes ✅ New tax breaks for retirees and families ✅ How the bill could impact your estate, charitable giving, and student loans ✅ Why your financial team matters more than ever for tax planning
It's not tax advice, just clear, practical insights to help you stay informed without losing your summer vibe.
=======================
If you have questions or want help navigating these financial conversations, don't hesitate to reach out:
👋 Visit us at EllisRetirement.com
🔔 Subscribe for more tips on retirement, life planning, and financial peace of mind.
By Grant EllisThere's a new tax bill making headlines, and while most people are busy enjoying summer, we're breaking down what actually matters for your financial life.
We'll cover: ✅ Why most people aren't thinking about this (and why that's fine) ✅ What the bigger standard deduction could mean for your taxes ✅ New tax breaks for retirees and families ✅ How the bill could impact your estate, charitable giving, and student loans ✅ Why your financial team matters more than ever for tax planning
It's not tax advice, just clear, practical insights to help you stay informed without losing your summer vibe.
=======================
If you have questions or want help navigating these financial conversations, don't hesitate to reach out:
👋 Visit us at EllisRetirement.com
🔔 Subscribe for more tips on retirement, life planning, and financial peace of mind.