The Tax Cuts and Jobs Act: What It Means for You in 2025 and Beyond

Master Your Money and Mindset

Barnum Financial Group presents Master Your Money and Mindset, a client-facing podcast that helps empower listeners to master their money by also mastering their mindset. Host Elizabeth Hiza, Chief Marketing Officer with Barnum Financial Group, focuses on the importance of discipline and your mindset and how your attitude towards money influences your financial decisions and actions.

Theme: The Tax Cuts and Jobs Act: What It Means for You in 2025 and Beyond

Episode Guest: Kate Cassidy | Vice President, Advanced Markets

Bio: Kate provides case design support in the areas of estate and business planning helping to create sophisticated personalized strategies for individuals, families, and businesses. Prior to joining Barnum, Kate was an estate planning, probate and elder law associate with the law firm of Bishop, Jackson & Kelly, LLC in Milford, Connecticut. She assisted with legacy planning and estate administration as well as public benefits and special needs planning. Kate is admitted to the Connecticut Bar and is a member of the Connecticut Bar Association’s Estates and Probate and Elder Law sections.

Episode Description:

This episode dives into one of the most significant tax reforms in recent history: The Tax Cuts and Jobs Act of 2017. Whether you’re a business owner, a W2 employee or just a savvy investor this law may impact your wallet in some way.

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Podcast Disclosure:

All opinions expressed by the Program Participants are solely their current opinions and do not reflect the opinions their respective parent companies or affiliates or the companies with which the Program Participants are affiliated.

Investments or strategies mentioned in this program may not be suitable for you and you should make your own independent decision regarding them. This material does not take into account your particular investment objectives, financial situation or needs and is not intended as recommendations appropriate for you. You should strongly consider seeking advice from your own investment adviser.

Securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. 6 Corporate Drive, Shelton, CT 06484, Tel: [phone].

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