Retirement Planning Happy Hour
Retirement Planning Happy Hour is where serious retirement conversations are had over a taste of Kentucky. Hosted by financial professionals in the heart of bourbon country, we blend insightful discussions on financial planning, investing, taxes, and life in retirement, with a splash of Kentucky charm. Whether you’re nearing retirement or already enjoying it, pull up a chair, pour a glass, and join us as we explore how to make the most of your next chapter—on your terms.
Retirement Planning Happy Hour
How Does the Big Beautiful Bill Affect Your Retirement?
In this episode, we break down one of the most significant tax law changes in recent years—and how it could impact your financial future. From permanently low tax rates and shifting Roth conversion strategies, to inflation-adjusted deductions, charitable contribution updates, and gifting rules, this bill touches nearly every part of tax planning.
We’ll explore what these changes mean for your family, your wealth, and your ability to give—both during your lifetime and through your estate. You’ll also learn why timelines matter, since some provisions are immediate, while others don’t take effect until 2026. If you want to make smarter decisions around taxes, giving, and wealth preservation, this episode is for you.
Schedule Your Personalized Tax Strategy Session Now!
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