Year 1 in the Books

This episode reflects on the first year of the current Trump administration, analyzing the major shifts in the financial landscape and what they mean for your future. We dive into the "One Big Beautiful Bill Act," discussing the introduction of "Trump Accounts" for kids and the permanent extension of individual tax cuts that provide new clarity for Roth conversion strategies. Finally, we break down recent executive actions to help you adjust your retirement blueprint for 2026 and beyond.