Financially Ever After Widowhood

The Election Effect: Navigating Tax Changes and Policy Shifts with Deborah Schaub

Listen Later

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]

    FrancisFinancial.com

    Reach out to receive a complimentary consultation! Contact Francis Financial at +212-374-9008 or visit Francis Financial today!


    TCJA Overview: IRS tax reform

    ...more
    View all episodesView all episodes
    Download on the App Store
    Financially Ever After WidowhoodBy Stacy Francis
    • 4.8
    • 4.8
    • 4.8
    • 4.8
    • 4.8

    4.8

    39 ratings

    More shows like Financially Ever After Widowhood

    View all
    Radiolab by WNYC Studios

    Radiolab

    43,979 Listeners

    This American Life by This American Life

    This American Life

    90,396 Listeners

    Jill on Money with Jill Schlesinger by Audacy

    Jill on Money with Jill Schlesinger

    1,928 Listeners

    Pivot by New York Magazine

    Pivot

    9,335 Listeners

    Next Question with Katie Couric by iHeartPodcasts

    Next Question with Katie Couric

    4,807 Listeners

    Pod Save America by Crooked Media

    Pod Save America

    86,745 Listeners

    The Daily by The New York Times

    The Daily

    111,088 Listeners

    Up First from NPR by NPR

    Up First from NPR

    56,011 Listeners

    On Purpose with Jay Shetty by iHeartPodcasts

    On Purpose with Jay Shetty

    26,988 Listeners

    Short Wave by NPR

    Short Wave

    6,233 Listeners

    The MeidasTouch Podcast by MeidasTouch Network

    The MeidasTouch Podcast

    46,953 Listeners

    The Lincoln Project by The Lincoln Project

    The Lincoln Project

    8,961 Listeners

    How Not To Suck At Divorce: Divorce Advice You Need To Hear by Morgan Stogsdill and Andrea Rappaport

    How Not To Suck At Divorce: Divorce Advice You Need To Hear

    220 Listeners

    On with Kara Swisher by Vox Media

    On with Kara Swisher

    3,368 Listeners

    Wiser Than Me with Julia Louis-Dreyfus by Lemonada Media

    Wiser Than Me with Julia Louis-Dreyfus

    10,574 Listeners