On this episode:

Election season has finally come to a close and we’re turning our focus to the potential impacts on the economy and financial planning in the coming years. While many of the proposed changes are still in the early stages and subject to change, today’s episode dives into some of the major topics that could shape 2025 and beyond. From tax policy to corporate strategies, it’s time to start thinking ahead.

In this episode, we explore a range of issues that could be influenced by the new administration, including the future of the Tax Cuts and Jobs Act (TCJA), the potential for corporate tax cuts, and the ongoing discussion around tariffs. We also touch on broader market trends and the important role of strategic financial planning during uncertain times. This conversation is packed with insights that you don’t want to miss!

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Here’s some of what we discuss in this episode:

0:00 – Intro

0:38 – A Tax Cuts and Jobs Act extension?

4:06 – The corporate tax cut conversation

6:04 – Market reactions post-election

11:48 – Buy and hold with rebalancing

Resources:

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Scott’s Book, A Pilot’s Guide To Maximizing Wealth & Cashflow In Retirement

The Pilot’s Planner Website

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