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.
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
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