Episodes

2 days ago
2 days ago
With Paul out of town for the weekend, Evan, Jonathan, and James jump into the biggest piece of financial planning news the United States has seen in a while: the signing of the Big Beautiful Bill into law. Listen along as these three advisors share their first takes on this new legislation, where you might see the most dramatic changes, and why it may still take months or years to fully understand what this law means for investors.
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