The Election is Over, Now What?

Money Wisdom

All of the back and forth is finally over and the election results are in. Donald Trump will take office for a second term and it’s already having a big impact on the market. The news is all over everyone’s feeds and our clients are asking us what this means for them.

We know the campaign trail is fraught with promises, empty or otherwise, on both sides. But will the reality be moving forward? How will a new administration impact the economy, taxes, the stock market, future generations, and other areas of planning? Jake Doser, CFP®, CPWA® and Nick Colantuono, CFP® react to the news and discuss what we know and don’t know as we begin thinking through planning decisions.

No matter how you feel about how the election turned out, it’s time to move forward and control what you can. Tax planning will continue to be incredibly important, which is why we will provide you with the booklet "Are You Paying Too Much in Taxes?" This resource aims to equip listeners with the knowledge and tools needed to navigate their financial future confidently and all you have to do is text OFFER to 800-757-0436.

Here’s what we discuss in this episode:

0:00 – Intro

2:33 – Taxes

3:25 – What’s next?

6:53 – Tax planning strategies

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