A new tax bill has officially passed (you’ve probably heard it mentioned as the “Big Beautiful Bill”). While most headlines are focused on the politics, we’re zeroing in on what it means if you’re retired, a business owner, have stock compensation, or are thinking about estate planning. The decisions you make in the next year or two could significantly affect how much of your wealth you keep and how much goes to Uncle Sam. In this episode, Matt breaks down the four major areas of the bill and how they’re likely to impact the people he advises.

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