#040 The Big Beautiful Bill
Update: 2025-06-30
Description
In this episode of the Joe DeLisi Financial Advisor podcast, Joe discusses the implications of the current tax bill moving through Congress, emphasizing the importance of long-term tax planning. He highlights the historical context of tax rates, the potential for future tax increases due to national debt, and strategies for maintaining tax efficiency in investment portfolios. Joe stresses the need for proactive planning to ensure high net after-tax income, regardless of future tax changes.
For a quick assessment of your current financial life go to:
Livingbalancesheet.com/lbsvision/lite/joedelisi
At the end of the assessment you can request a meeting with me to review the results.
joedelisi.com
Comments
In Channel
Download from Google Play
Download from App Store
United States00:00
00:00
1.0x
