Episode 99 - OBBBA w/ Justin Pitcock, CFP®

In this episode of The Money Pig Podcast, Tim Goodwin and Justin Pitcock unpack the “O-Triple-B-A” (One Big Beautiful Bill Act) and what it could mean for your taxes, your estate plan, and your wallet.

They break down:

• Why keeping current tax brackets is a big win for many taxpayers
  
  
• Changes to the standard deduction, state and local tax (SALT) cap, and child tax credit
  
  
• New charitable giving rules—and how they could impact your strategy
  
  
• Estate tax updates, gift exclusions, and planning opportunities
  
  
• Temporary provisions like no tax on tips and a new senior deduction
  
  
• How Goodwin Investment Advisory helps clients navigate these shifting rules to save money and stay ahead
  
  

Whether you’re a family, real estate investor, retiree, or just trying to keep up with the ever-changing tax code, this episode gives you practical takeaways to potentially keep more in your pocket and make smarter moves with your money.

Listen now and learn how to use today’s tax law to your advantage—before some of these benefits expire.

Read the blog that inspired this episode and download the guide:

Blog Link: https://www.goodwininvestment.com/understanding-the-new-tax-law-what-the-obbba-could-mean-for-you/

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For personalized financial guidance, schedule an intro call with our team at Goodwin Investment Advisory in Woodstock, Georgia . Our CFP® professionals can provide advice and help you navigate how to invest your wealth and plan for your retirement. We’d love to help you live out your legacy! To learn more about the benefits and services we offer click here.

Goodwin Investment Advisory is a Registered Investment Advisory firm regulated by the ecurities and Exchange Commission in accordance and compliance with securities laws and regulations. Goodwin Investment Advisory does not render or offer to render personalized investment or tax advice through the Money PIG podcast. The information provided is for informational purposes only and does not constitute financial, tax, investment or legal advice