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As certain as death and tax reform...

Air Date: Oct 28, 2017

Washington D.C. insider JT Taylor, senior policy analyst at Hedgeye Potomac Research, joins the show to talk about the potential impact of the Republican tax reform proposal and how it could impact your bottom line. The “funniest tax guy”, Ed Lyon, stops by to share some hilarious stories and practical tax advice that could save you thousands. Plus, what does Tom Petty have to do with your estate plan?

radio show highlight icon Radio Show Highlights

As certain as death and tax reform: special guest JT Taylor – As tax reform dominates the news cycle, Bob and Andy talk with our resident Washington D.C. expert about how this potential reform could impact personal taxes and what it means for you.

America’s funniest tax guy: Full interview with Ed Lyon – There’s no joking about having to pay penalties on your taxes, but Ed Lyon enjoys making you laugh while helping you save money on taxes. He joins the show to share advice, including his mantra that if you wanna party LATER, you gotta plan NOW!

Free Fallin’ estate plans – Usually, when a celebrity dies, you hear details about how they screwed up estate plans, but it’s been almost a month since Tom Petty’s passing, and it seems like he planned well. Whether you have $500 or $5 million, everyone needs to take care of the basics, so Andy details ways to avoid the most common estate planning mistakes.

Life After Me

Click below to download the Financial Engines guide to getting started with estate planning:

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