The Financial Philosophers
We're here to help YOU learn how to grow, protect and use your money! We seek to empower You with the knowledge to apply specific financial strategies towards your ideal life, in connection with your deeply held values and goals. As professional financial planners with more than 10 years of experience, we embrace nuance and are willing to approach finance in unconventional ways. We strive to put thoughtfulness and intention behind every dollar we use and search for that perfect balance between planning for your future self and living in the moment. Chris is a CFP® professional, and Danny is a CFP® Candidate for Certification. We hope you enjoy the podcast, welcome your feedback, and can't wait to Philosophize these Finances!
For the video version of this podcast, check out our YouTube channel:
https://www.youtube.com/@financialphilosophers
To contact us for Interviews or Business Inquiries, please refer to the About page of our Youtube channel.
Patreon:
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The Financial Philosophers
New Tax Laws: Unpacking The One Big Beautiful Bill (Part 3) - Episode 85
In today’s episode, Chris and Danny finish their discussion around the new tax legislation (i.e., The One Big Beautiful Bill Act).
In this third episode, they unpack several additional key updates: changes made to student loans and borrowing restrictions, expansion of the 529 plan, changes to AMT, Section 168 Bonus Depreciation for business owners, and the increase and permanence of the estate & gift tax lifetime exemption.
This episode aims to provide a clear overview, not personalized tax advice. Tax changes can be complex and may affect individuals differently depending on income, filing status, and other eligibility factors. Consult with a tax professional before making any important tax decisions.
Support the Show:
patreon.com/TheFinancialPhilosophers
If you would prefer the video version of this podcast, join us on our YouTube channel over at
https://www.youtube.com/@financialphilosophers
To contact us for Interviews or Business Inquiries, please refer to the About page of our Youtube channel.
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This podcast is for informational purposes only and should not be considered or regarded as personalized investment or financial advice. All opinions expressed by Chris, Danny, and any guests are solely their own opinion. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided from this program (including any information that may be accessed through this website) is not directed at any individual, investor, or category of individuals or investors and is provided solely as general information. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
