Preparing for Change: How to Adapt to Economic and Tax Legislation Shifts (Ep. 77)

Live Life Liberated

English - June 07, 2023 11:00 - 44 minutes - 40.9 MB
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Are you a business owner or high-income executive concerned about recent changes in the economic, political, and tax environment? In this episode, Kyle Malmstrom and Matt Griffith, CFP®, cover a range of topics, including ways to prepare for a huge liquidity event, tax planning, investment considerations during high interest rates, and an overview of our …