A tax tidal wave is coming — are you prepared? In this high-stakes episode of Wisdom to Wealth, The Retirement Professor exposes the looming 2025 tax code sunset and what it could mean for your retirement, your business, and your family legacy. From disappearing deductions and vanishing credits to surprise tax hikes for high earners — this isn’t speculation. It’s the writing on the wall.
You'll discover:
Six critical tax changes that could upend your financial strategy
Why Roth conversions and QCDs may be your best move in 2024
How to protect your retirement income and legacy from being drained by Uncle Sam
Real-life client stories and strategies already in motion
This is your early warning system — and your action plan. Don’t wait until next April to realize you missed the window. Tune in, take notes, and take control.
👉 Schedule your complimentary Tax Forecasting Session today and be the architect of your financial future.
#TaxPlanning2025
#RetirementStrategy
#HighIncomeTaxAlert
#RothConversionNow
On Purpose with Jay Shetty
I’m Jay Shetty host of On Purpose the worlds #1 Mental Health podcast and I’m so grateful you found us. I started this podcast 5 years ago to invite you into conversations and workshops that are designed to help make you happier, healthier and more healed. I believe that when you (yes you) feel seen, heard and understood you’re able to deal with relationship struggles, work challenges and life’s ups and downs with more ease and grace. I interview experts, celebrities, thought leaders and athletes so that we can grow our mindset, build better habits and uncover a side of them we’ve never seen before. New episodes every Monday and Friday. Your support means the world to me and I don’t take it for granted — click the follow button and leave a review to help us spread the love with On Purpose. I can’t wait for you to listen to your first or 500th episode!
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