Childfree Life by Design
Childfree Life by Design is a podcast for people who are Childfree or permanently childless and thinking seriously about money, legacy, and what comes next. It tackles financial planning, estate planning, and life decisions for adults building a future without children and without a default script to follow.
Hosted by experts in financial and life planning, the show cuts through outdated assumptions about family, retirement, and aging. Conversations focus on utilizing wealth, solo aging, long-term care, relationships, and how to plan with clarity when you don’t have kids.
This isn’t about justifying your choices or debating labels. It’s about practical guidance for planning life without children making smart financial decisions, defining legacy on your own terms, and building support systems that actually work.
If you’re Childfree, childless, or planning without kids and want thoughtful, trusted education, this is where those conversations happen.
Disclosure: This podcast is for educational and entertainment purposes only. Please consult your professional advisors before implementing any ideas discussed. For full disclosures, visit Childfreewealth.com.
Childfree Life by Design
What does a CFP® professional learn? Pt. 4 Taxes
🎙️ Hey, Childfree Wealth listeners! In this episode, we're diving into the intriguing world of tax planning 📊. Dr. Jay and Bri talk us through some of the essentials of income tax law fundamentals, income tax calculations, tax characteristics of entities, and more. From understanding gross income to the nuances of capital gains, we've got you covered! 💼
We also explore some unique aspects of tax planning, and discuss strategies that can save you thousands, if not millions, over time 💰. With the Tax Cut and Jobs Act sunsetting in 2025, now is the time to plan smartly! Our experts share valuable insights on passive income, charitable contributions, tax implications of changing circumstances, and much more 🤓.
Whether you're managing a small business or planning for long-term financial health, this episode is packed with actionable advice and professional tips. Remember, tax planning isn't just about saving money now but ensuring you're set for the future 🏦.
🔍 Key Takeaways:
- Income vs. capital gains and their tax implications
- Above the line deductions and adjusted gross income
- Specific scenarios like day trading and passive activity income
- Importance of timely and efficient tax planning
Tune in to get the full scoop and make sure you're making the best decisions for your financial well-being! 📈
#TaxPlanning #CFP #CPA #Accounting #IncomeTax #CapitalGains #TaxDeductions #FinancialPlanning #TaxStrategies #SmallBusiness #PassiveIncome #CharitableGiving #Childfree #Childless #PermanentlyChildless #DINK #DINKs #SINK #SINKs #ChildfreeWealth
Connect with Us:
Ready to work on building better financial habits? Connect with our financial planning team at childfreewealth.com or learn more about estate planning at childfreetrust.com.
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Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast.
